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

Who are the major shareholders selling iShares MBS ETF stock?

BARCLAYS PLC, in the last quarter, reduced its stake in MBB by -56.46% restricting it's holding to 1.91 million shares of worth nearly $181.62M. ENVESTNET PORTFOLIO SOLUTIONS, INC. also lessened -3.62% of the MBB shares from its portfolio, reducing its holding to 1.93 million shares of worth $183.32M. STATE OF TENNESSEE, TREASURY DEPARTMENT also shunned MBB shares holding by -0.35% last quarter which brought its holding to 2.48 million shares worth $235.30M.

Investors who are buying MBB stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in MBB by 0.29% in the last quarter. The institutional holder raised its holding to 27.98 million shares having worth more than $2.66B. UBS GROUP AG also added 1,028.44% more shares of MBB to its portfolio, raising its holding to 21.84 million shares of worth $2.07B. also increased its MBB shares holding by 100% which brought its holding to 14.07 million shares worth $1.33B.

MBB's major insiders: who are they?

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

Did an insider recently sell MBB stock?

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

Which insider recently purchased MBB stock?

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

How much of MBB does insiders own?

Around 0 iShares MBS ETF shares are held by insiders, which represents about N/A of MBB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MBB?

LPL FINANCIAL LLC is the largest institutional owner in MBB which holds 27.98 million shares worth $2.66B or 6.87% of the total MBB shares outstanding followed by UBS GROUP AG with ownership of 21.84 million shares representing 5.36% of the MBB ownership. is the third largest stakeholder with 14.07 million shares or 3.46% of the ownership worth more than $1.33B.

Is iShares MBS 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 MBB is concerned, it is a stock which is optionable.

Is there a short position on MBB's shares?

Number of MBB 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 MBB shares are there?

As of today, null shares of MBB are outstanding.

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

MBB 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 MBB is null.

iShares MBS ETF (MBB) 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. LPL FINANCIAL LLC is the top corporate investor, holding 27.98M shares valued at $2.66B. A 6.87% stake in iShares MBS ETF is owned by the company. UBS GROUP AG owns 21.84M shares valued at $2.07B, which translates its holding of 5.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	LPL FINANCIAL LLC	6.87%	27.98M	2.66B	81.12K	+0.29%
Mar 31, 2026	UBS GROUP AG	5.36%	21.84M	2.07B	19.9M	+1,028.44%
Mar 31, 2026		3.46%	14.07M	1.33B	14.07M	+100.00%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.84%	7.48M	710.2M	7.48M	+100.00%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.2%	795.25K	75.51M	114.88K	+16.89%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.42%	5.78M	548.77M	1.84M	+46.79%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.34%	1.36M	129.48M	92.54K	+7.28%
Mar 31, 2026	BESSEMER GROUP INC	0.39%	1.6M	151.63M	98.16K	+6.55%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.43%	1.76M	167.14M	303.26K	+20.81%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	1.78M	168.88M	142.82K	+8.73%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.47%	1.91M	181.56M	847.51K	+79.61%
Mar 31, 2026	BARCLAYS PLC	0.47%	1.91M	181.62M	-2.48M	-56.46%
Mar 31, 2026	CWM, LLC	0.47%	1.93M	182.97M	16.95K	+0.89%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.47%	1.93M	183.32M	-72.57K	-3.62%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.5%	2.02M	192.16M	227.77K	+12.68%
Mar 31, 2026	SEI INVESTMENTS CO	0.54%	2.19M	208.33M	108.36K	+5.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.5%	2.03M	192.39M	44.84K	+2.26%
Mar 31, 2026	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.61%	2.48M	235.3M	-8.76K	-0.35%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.82%	3.33M	316.24M	38.89K	+1.18%
Mar 31, 2026	MORGAN STANLEY	2.65%	10.79M	1.02B	939.83K	+9.54%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.24%	13.19M	1.25B	-1.46M	-9.97%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.27%	66.21M	6.29B	-4.84M	-6.82%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.1%	28.9M	2.74B	2.85M	+10.92%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.15%	603.61K	57.31M	57.26K	+10.48%
Mar 31, 2026	ROCKLAND TRUST CO	0.15%	604.6K	57.41M	14.08K	+2.38%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	613.31K	58.23M	7.87K	+1.30%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.15%	622.78K	59.13M	-25.39M	-97.61%
Mar 31, 2026	LUTZ FINANCIAL SERVICES LLC	0.16%	631.85K	59.99M	34.27K	+5.73%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	669.01K	63.52M	-39.34K	-5.55%
Mar 31, 2026	BLACKROCK, INC.	0.55%	2.22M	211.02M	-28.22K	-1.25%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.57%	2.31M	219.78M	201.35K	+9.53%
Mar 31, 2026	BRIDGEWATER ASSOCIATES, LP	0.33%	1.36M	129.13M	-15.4K	-1.12%
Mar 31, 2026	MIDLAND WEALTH ADVISORS LLC	0.61%	2.47M	234.91M	-290.66K	-10.51%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.67%	2.71M	257.41M	-5.64K	-0.21%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.76%	3.11M	294.96M	106.14K	+3.54%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.84%	3.43M	325.26M	542.04K	+18.80%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.91%	3.71M	352.04M	8.28K	+0.22%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.06%	4.3M	408.22M	2.86M	+197.87%
Mar 31, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.17%	674.59K	64.05M	667.16K	+8,982.89%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	685.59K	65.1M	46.94K	+7.35%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	687.58K	65.29M	11.81K	+1.75%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	709.8K	67.4M	62.9K	+9.72%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.18%	735.53K	69.84M	47.36K	+6.88%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	0.19%	767.71K	72.89M	21.12K	+2.83%
Mar 31, 2026	JPMORGAN CHASE & CO	9.13%	37.14M	3.52B	2.05M	+5.85%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.2%	817.24K	77.6M	51.2K	+6.68%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.28%	1.14M	108.28M	2.53K	+0.22%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.2%	804.26K	76.36M	61.07K	+8.22%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.2%	826K	78.65M	57.79K	+7.52%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.22%	877.63K	83.33M	26.44K	+3.11%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.22%	882.65K	83.81M	-173.2K	-16.40%
Mar 31, 2026	EVOKE WEALTH, LLC	0.22%	886.16K	84.14M	49.37K	+5.90%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	1.41M	133.76M	23.51K	+1.70%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.35%	1.41M	134.11M	-334.15K	-19.13%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.23%	933.88K	88.67M	-604.65K	-39.30%
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	0.28%	1.15M	109.59M	141.06K	+13.92%
Mar 31, 2026	RICHARD BERNSTEIN ADVISORS LLC	0.41%	1.65M	156.55M	1.65M	+16,486,930.00%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.4%	1.63M	154.59M	253.79K	+18.47%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.38%	1.54M	146.02M	116.49K	+8.20%
Mar 31, 2026	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0.36%	1.46M	138.84M	1.46M	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	1.46M	138.65M	111.46K	+8.26%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.35%	1.42M	135.21M	66.87K	+4.93%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.33%	1.33M	126.38M	7.35K	+0.56%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.25%	1.01M	95.91M	-294.98K	-22.60%
Dec 31, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.61%	2.49M	237.97M	147.97K	+6.33%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	17.44%	71.05M	6.77B	-845.67K	-1.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.49%	1.98M	188.67M	-38.53K	-1.91%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	1.42M	135.35M	76.92K	+5.72%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.18%	746.59K	71.09M	51.8K	+7.46%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.18%	743.19K	70.77M	33.79K	+4.76%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	708.35K	67.45M	47.27K	+7.15%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.17%	688.17K	65.53M	97.59K	+16.52%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.17%	680.37K	64.78M	53.8K	+8.59%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	675.77K	64.35M	7.71K	+1.15%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	766.04K	72.94M	64.55K	+9.20%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	768.22K	73.15M	80.31K	+11.68%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.28%	1.14M	108.54M	-14.49K	-1.26%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.33%	1.36M	129.09M	56.65K	+4.36%
Dec 31, 2025	CWM, LLC	0.47%	1.91M	181.88M	7.21K	+0.38%
Dec 31, 2025	UBS GROUP AG	0.47%	1.94M	184.27M	166.43K	+9.41%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.31%	1.27M	121.03M	87K	+7.35%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.32%	1.31M	124.27M	20.8K	+1.62%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.32%	1.32M	126.04M	-29.69K	-2.19%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	1.35M	128.43M	45.43K	+3.49%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.34%	1.37M	130.86M	-198.32K	-12.61%
Dec 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.15%	600K	57.13M	0	0
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	605.43K	57.65M	-25.83K	-4.09%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.16%	638.65K	60.81M	22.92K	+3.72%
Dec 31, 2025	CIBC ASSET MANAGEMENT INC	0.16%	649.68K	61.86M	-13K	-1.96%
Dec 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.34%	1.38M	130.97M	20.3K	+1.50%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	1.39M	131.9M	-403.26K	-22.55%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	1.44M	137.44M	775.25K	+116.04%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.35%	1.46M	138.74M	-192.07K	-11.65%
Dec 31, 2025	BESSEMER GROUP INC	0.36%	1.5M	142.72M	97.39K	+6.95%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.38%	1.54M	146.5M	168.11K	+12.27%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	1.64M	155.76M	51.95K	+3.28%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.43%	1.75M	166.31M	-111.55K	-6.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.44%	1.8M	171.02M	13.87K	+0.78%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.6%	14.65M	1.39B	362.56K	+2.54%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.49%	2M	190.75M	106.81K	+5.63%
Dec 31, 2025	SEI INVESTMENTS CO	0.51%	2.09M	198.64M	-90.17K	-4.14%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.51%	2.11M	201.24M	75.92K	+3.73%
Dec 31, 2025	BLACKROCK, INC.	0.55%	2.25M	214.3M	-129.24K	-5.43%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.67%	2.72M	258.68M	172.99K	+6.80%
Dec 31, 2025	MIDLAND WEALTH ADVISORS LLC	0.67%	2.76M	263.26M	110.22K	+4.15%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.7%	2.88M	274.57M	1.46M	+102.64%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.74%	3M	285.69M	116.14K	+4.03%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.8%	3.29M	313.44M	98.48K	+3.08%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.9%	3.7M	352.25M	139.86K	+3.93%
Dec 31, 2025	RENAISSANCERE HOLDINGS LTD	0.94%	3.85M	366.83M	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.96%	3.94M	374.92M	316.72K	+8.75%
Dec 31, 2025	BARCLAYS PLC	1.08%	4.39M	418.34M	-3.24M	-42.44%
Dec 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.15%	597.58K	56.9M	58.62K	+10.88%
Dec 31, 2025	MORGAN STANLEY	2.42%	9.85M	938.14M	383.63K	+4.05%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	6.33%	26.01M	2.48B	646.39K	+2.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.4%	26.06M	2.48B	-1.44M	-5.22%
Dec 31, 2025	LPL FINANCIAL LLC	6.79%	27.9M	2.66B	1.1M	+4.12%
Dec 31, 2025	JPMORGAN CHASE & CO	8.52%	35.09M	3.34B	-16.59M	-32.10%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.26%	1.06M	100.54M	-21.45M	-95.31%
Dec 31, 2025	EVOKE WEALTH, LLC	0.2%	836.79K	79.68M	102.9K	+14.02%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.21%	851.19K	81.05M	801.1K	+1,599.55%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.22%	903.01K	85.98M	42.59K	+4.95%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.23%	932.99K	88.84M	-42.7K	-4.38%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.25%	1.01M	96.71M	-35.12K	-3.35%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	1.06M	101.37M	49.02K	+4.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.47%	2.04M	193.86M	-1.03M	-33.61%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.43%	1.86M	176.8M	-51.42K	-2.69%
Sep 30, 2025	UBS GROUP AG	0.41%	1.77M	168.3M	52.55K	+3.06%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.38%	1.65M	156.92M	160.93K	+10.81%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	1.58M	150.7M	39.92K	+2.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	1.79M	170.18M	-1.08M	-37.67%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	687.9K	65.45M	11.99K	+1.77%
Sep 30, 2025	SEI INVESTMENTS CO	0.5%	2.18M	207.08M	240.83K	+12.44%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.41%	1.78M	169.57M	-63.8K	-3.46%
Sep 30, 2025	BARCLAYS PLC	1.75%	7.63M	726.26M	3.32M	+77.09%
Sep 30, 2025	MORGAN STANLEY	2.17%	9.47M	900.95M	278.51K	+3.03%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.27%	14.29M	1.36B	284.48K	+2.03%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	1.02M	96.63M	55.39K	+5.77%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.16%	694.79K	66.11M	37.54K	+5.71%
Sep 30, 2025	CWM, LLC	0.44%	1.9M	181.06M	-34.92K	-1.80%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.34%	1.48M	140.41M	12K	+0.82%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.36%	1.57M	149.63M	79.97K	+5.36%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.16%	709.4K	67.5M	23.46K	+3.42%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.24%	1.05M	99.74M	85.48K	+8.88%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	1.3M	123.6M	22.14K	+1.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	1.3M	124.02M	80.33K	+6.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	1.34M	127.93M	-203.97K	-13.17%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.83%	3.62M	344.51M	-28.17K	-0.77%
Sep 30, 2025	RENAISSANCERE HOLDINGS LTD	0.88%	3.85M	366.56M	997K	+34.92%
Sep 30, 2025	LPL FINANCIAL LLC	6.14%	26.8M	2.55B	1.45M	+5.71%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.3%	27.49M	2.62B	727.07K	+2.72%
Sep 30, 2025	EVOKE WEALTH, LLC	0.17%	733.89K	69.83M	29.5K	+4.19%
Sep 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.18%	796.08K	75.75M	57.95K	+7.85%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.2%	860.42K	81.87M	860.42K	+100.00%
Sep 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.22%	975.69K	88.77M	0	0
Sep 30, 2025	HANCOCK WHITNEY CORP	0.26%	1.15M	109.84M	-80.39K	-6.51%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.18M	112.67M	44.47K	+3.90%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.29%	1.28M	122.2M	41.2K	+3.31%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	1.35M	128.77M	25.48K	+1.92%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.31%	1.36M	128.94M	-105.1K	-7.20%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.31%	1.37M	130.4M	-3.38K	-0.25%
Sep 30, 2025	BESSEMER GROUP INC	0.32%	1.4M	133.34M	1.15K	+0.08%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.33%	1.42M	135.4M	162.15K	+12.86%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	5.16%	22.5M	2.14B	1.21M	+5.66%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.81%	25.36M	2.41B	1.4M	+5.84%
Sep 30, 2025	JPMORGAN CHASE & CO	11.84%	51.68M	4.92B	1.18M	+2.34%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	16.47%	71.9M	6.84B	7.57M	+11.76%
Sep 30, 2025	BLACKROCK, INC.	0.55%	2.38M	226.44M	61.81K	+2.67%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.12%	536.59K	51.06M	65.86K	+13.99%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.12%	538.96K	51.28M	48.54K	+9.90%
Sep 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.13%	571.84K	54.41M	265.77K	+86.83%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.14%	590.58K	56.19M	202.94K	+52.35%
Sep 30, 2025	ROCKLAND TRUST CO	0.14%	596.58K	56.76M	-4.96K	-0.83%
Sep 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.14%	600K	57.09M	0	0
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	615.73K	58.59M	-544.33K	-46.92%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.14%	626.57K	59.62M	58.87K	+10.37%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.14%	631.26K	60.06M	51.46K	+8.88%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.15%	644.56K	61.33M	-58.6K	-8.33%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	661.08K	62.9M	76.68K	+13.12%
Sep 30, 2025	CIBC ASSET MANAGEMENT INC	0.15%	662.68K	63.05M	36.71K	+5.86%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	2.02M	192.2M	150.17K	+8.03%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	701.49K	66.75M	51.72K	+7.96%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.43%	1.9M	180.45M	8.87K	+0.47%
Sep 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.61%	2.65M	252.57M	797.2K	+42.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.58%	2.54M	242.03M	-37.31K	-1.45%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.66%	2.88M	274.43M	-32.53K	-1.12%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	668.06K	63.57M	26.35K	+4.11%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.73%	3.19M	303.83M	91.9K	+2.96%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.82%	3.56M	338.68M	-411.54K	-10.36%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	668.1K	63.57M	-372K	-35.77%
Sep 30, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.54%	2.34M	222.55M	69.46K	+3.06%
Jun 30, 2025	BARCLAYS PLC	1.01%	4.31M	404.67M	4.31M	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.16%	9.19M	862.87B	789.7K	+9.40%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.16%	685.94K	64.4M	27.39K	+4.16%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.1%	439.41K	41.26M	24.95K	+6.02%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.23%	975.69K	87.6M	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	649.77K	61.01M	49.64K	+8.27%
Jun 30, 2025	ROCKLAND TRUST CO	0.14%	601.54K	56.48M	3.1K	+0.52%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.13%	567.7K	53.3M	45.79K	+8.77%
Jun 30, 2025	KOREA INVESTMENT CORP	0.12%	500K	46.95M	0	0
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	449.2K	42.18M	58.87K	+15.08%
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.1%	433.95K	40.74M	9.76K	+2.30%
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.1%	423.88K	39.8M	125.8K	+42.21%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.43%	1.85M	173.32M	169.07K	+10.08%
Jun 30, 2025	LPL FINANCIAL LLC	5.95%	25.35M	2.38B	1.09M	+4.49%
Jun 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.44%	1.86M	174.38M	31.97K	+1.75%
Jun 30, 2025	BESSEMER GROUP INC	0.33%	1.4M	131.47M	-688	-0.05%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	1.16M	108.92M	14.07K	+1.23%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.73%	3.1M	291.18M	50.06K	+1.64%
Jun 30, 2025	BLACKROCK, INC.	0.54%	2.32M	217.64M	-1.18K	-0.05%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.14M	107M	65.6K	+6.11%
Jun 30, 2025	ASSETMARK, INC	0.24%	1.04M	97.39M	212.24K	+25.72%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.15%	657.25K	61.71M	140.3K	+27.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	641.7K	60.25M	68.33K	+11.92%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.13%	550K	51.64M	0	0
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.11%	479.9K	45.06M	35.69K	+8.03%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	960.2K	90.15M	18.48K	+1.96%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.63%	23.96M	2.25B	18.63M	+349.34%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	5%	21.3M	2B	254.66K	+1.21%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	1.55M	145.39M	126.51K	+8.90%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	1.54M	144.96M	-2.63K	-0.17%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.23%	962.8K	90.4M	-35.58K	-3.56%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.17%	738.13K	69.3M	48.5K	+7.03%
Jun 30, 2025	ROYAL BANK OF CANADA	0.67%	2.87M	269.42M	1.14M	+65.61%
Jun 30, 2025	RENAISSANCERE HOLDINGS LTD	0.67%	2.86M	268.1M	0	0
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.34%	1.46M	137.1M	12.6K	+0.87%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.32%	1.37M	128.99M	619.11K	+82.04%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	675.91K	63.46B	11.06K	+1.66%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.14%	579.8K	54.44M	12.47K	+2.20%
Jun 30, 2025	OHIO NATIONAL INVESTMENTS, INC.	0.13%	548K	51.45M	0	0
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.12%	492.99K	46.29M	-23.29K	-4.51%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.12%	490.42K	46.05M	8.82K	+1.83%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.11%	489.41K	45.78M	3.76K	+0.77%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.11%	470.73K	44.2M	33.75K	+7.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.93%	3.97M	372.84M	254.43K	+6.85%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.86%	3.65M	342.59M	-3.02K	-0.08%
Jun 30, 2025	CWM, LLC	0.45%	1.94M	181.94M	-81.97K	-4.06%
Jun 30, 2025	EVOKE WEALTH, LLC	0.17%	704.39K	66.14M	28.21K	+4.17%
Jun 30, 2025	UBS GROUP AG	0.4%	1.72M	161.13M	-710.73K	-29.29%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.35%	1.49M	139.73M	-31.42K	-2.07%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.45%	1.91M	179.29M	95.81K	+5.28%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.44%	1.89M	177.23M	-194.09K	-9.32%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	1.28M	119.89M	-42.04K	-3.19%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.3%	1.26M	118.38M	84.82K	+7.21%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.29%	1.24M	116.71M	-20.25K	-1.60%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.29%	1.23M	115.94M	-27.9K	-2.21%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	1.22M	114.83M	-26.39K	-2.11%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.24%	1.04M	97.65M	-12.5K	-1.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	15.1%	64.33M	6.04B	1.8M	+2.87%
Jun 30, 2025	JPMORGAN CHASE & CO	11.85%	50.5M	4.74B	-259.62K	-0.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.28%	26.77M	2.51B	153.81K	+0.58%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.29%	14.01M	1.31B	-257.3K	-1.80%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	1.87M	175.55M	6.25K	+0.34%
Jun 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.35%	1.49M	140.14M	34.29K	+2.35%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.34%	1.46M	137.43M	1.45M	+10,569.28%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.33%	1.39M	130.59M	62.05K	+4.67%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	1.33M	124.67M	-3.89K	-0.29%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.72%	3.07M	288.14M	-106.81K	-3.36%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.68%	2.92M	273.85M	-22.8K	-0.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.61%	2.58M	242.33M	35.07K	+1.38%
Jun 30, 2025	SEI INVESTMENTS CO	0.45%	1.94M	181.73M	-112.09K	-5.47%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	703.16K	66.02M	-63.23K	-8.25%
Mar 31, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.21%	832.23K	78.05M	481.63K	+137.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.24%	949.68K	89.06M	907.33K	+2,142.60%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.24%	975.69K	87.5M	454.08K	+87.05%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.25%	998.37K	93.63M	40.69K	+4.25%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.26%	1.05M	98.71M	1.05M	+100.00%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.07M	100.72M	163.25K	+17.92%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.31%	1.26M	118.47M	11.41K	+0.91%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.33%	1.32M	123.69M	-169.58K	-11.39%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.33%	1.33M	124.62M	3.67K	+0.28%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.35%	1.42M	132.76M	-987.72K	-41.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	1.42M	133.35M	163.54K	+13.00%
Mar 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.36%	1.45M	135.76M	12.9K	+0.90%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	1.55M	145.03M	-138.14K	-8.20%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.42%	1.68M	157.26M	106.59K	+6.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	1.73M	162.49M	-26.79K	-1.52%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	1.81M	170.09M	-140.2K	-7.18%
Mar 31, 2025	MIDLAND WEALTH ADVISORS LLC	0.45%	1.83M	171.18M	490.39K	+36.74%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	1.86M	174.76M	277.93K	+17.53%
Mar 31, 2025	SEI INVESTMENTS CO	0.51%	2.05M	192.02M	-9.66K	-0.47%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.52%	2.08M	195.22M	-1.2M	-36.66%
Mar 31, 2025	BLACKROCK, INC.	0.58%	2.32M	217.5M	-124.35K	-5.09%
Mar 31, 2025	UBS GROUP AG	0.6%	2.43M	227.6M	667.57K	+37.94%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.63%	2.55M	238.76M	-22.47K	-0.87%
Mar 31, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	1.19%	4.78M	448.31M	-53.17K	-1.10%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.32%	5.33M	500.16M	-58.81K	-1.09%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.54%	14.26M	1.34B	-260.3K	-1.79%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	5.22%	21.04M	1.97B	1.34M	+6.81%
Mar 31, 2025	LPL FINANCIAL LLC	6.02%	24.26M	2.28B	2.4M	+11.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.6%	26.61M	2.5B	-2.16M	-7.50%
Mar 31, 2025	JPMORGAN CHASE & CO	12.6%	50.75M	4.76B	-966.21K	-1.87%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.29%	1.18M	110.29M	54.65K	+4.87%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	1.25M	117.17M	-241K	-16.17%
Mar 31, 2025	HANCOCK WHITNEY CORP	0.31%	1.26M	118.42M	-83.54K	-6.21%
Mar 31, 2025	RENAISSANCERE HOLDINGS LTD	0.71%	2.86M	267.78M	2.86M	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.73%	2.94M	275.67M	8.4K	+0.29%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.76%	3.05M	283.49M	-388.2K	-11.29%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.79%	3.18M	297.82M	-357.81K	-10.13%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.92%	3.72M	348.54M	-189.58K	-4.85%
Mar 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.36%	1.46M	136.76M	-464.79K	-24.17%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.38%	1.52M	142.51M	-450.41K	-22.86%
Mar 31, 2025	MORGAN STANLEY	2.08%	8.4M	787.8M	-134.51K	-1.58%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.19%	766.39K	71.87M	-32.54K	-4.07%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	941.71K	88.31M	896.93K	+2,003.02%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.33%	1.33M	124.89M	-288.05K	-17.78%
Mar 31, 2025	BESSEMER GROUP INC	0.35%	1.4M	131.38M	567.01K	+67.99%
Mar 31, 2025	CWM, LLC	0.5%	2.02M	189.42M	-357.82K	-15.05%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.91%	3.65M	342.47M	-49.64K	-1.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	15.52%	62.53M	5.86B	-13.45M	-17.70%
Mar 31, 2025	ASSETMARK, INC	0.2%	825.07K	77.38M	-58.9K	-6.66%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	1.15M	107.47M	7.97K	+0.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	513.45K	47.45M	90.46K	+21.39%
Mar 31, 2024	ROCKLAND TRUST CO	0.16%	519.59K	48.02M	28.4K	+5.78%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0.17%	534.78K	49.42M	-31.91K	-5.63%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.17%	538.73K	49.79M	94.52K	+21.28%
Mar 31, 2024	HAVERFORD TRUST CO	0.17%	540.31K	49.94M	2.37K	+0.44%
Mar 31, 2024	KOREA INVESTMENT CORP	0.16%	500K	46.21M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	1.11%	3.55M	328.28M	527.76K	+17.45%
Mar 31, 2024	MORGAN STANLEY	2.38%	7.66M	707.75M	594.78K	+8.42%
Mar 31, 2024	JANE STREET GROUP, LLC	2.62%	8.43M	779.02M	7.12M	+542.01%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	4.24%	13.61M	1.26B	-43.2K	-0.32%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	6.91%	22.21M	2.05B	859.53K	+4.03%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	22.26%	71.55M	6.61B	-3.78M	-5.02%
Mar 31, 2024	US BANCORP \DE\	0.19%	604.43K	55.86M	-1.46M	-70.69%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.19%	605.02K	55.92M	2.21K	+0.37%
Mar 31, 2024	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.2%	635.72K	58.75M	27.93K	+4.59%
Mar 31, 2024	EVOKE WEALTH, LLC	0.2%	643.2K	59.44M	639.05K	+15,398.70%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	675.71K	62.45M	675.71K	+100.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.27%	884.35K	81.73M	212.49K	+31.63%
Mar 31, 2024	BESSEMER GROUP INC	0.31%	994.22K	91.89M	950.97K	+2,198.56%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.31%	1.01M	93.3M	-7.6K	-0.75%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.33%	1.06M	97.51M	151.92K	+16.82%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.33%	1.07M	98.55M	-16.07K	-1.48%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.33%	1.07M	99.21M	-3.05K	-0.28%
Mar 31, 2024	STATE STREET CORP	0.37%	1.18M	109.43M	1.18M	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.39%	1.26M	116.7M	28.36K	+2.30%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.41%	1.32M	121.9M	107.19K	+8.85%
Mar 31, 2024	HANCOCK WHITNEY CORP	0.41%	1.33M	122.96M	71.43K	+5.67%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.42%	1.33M	123.3M	14.4K	+1.09%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.43%	1.38M	127.26M	54.83K	+4.15%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.46%	1.48M	136.64M	26.7K	+1.84%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.46%	1.48M	136.82M	37.09K	+2.57%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	1.5M	138.21M	758.69K	+102.98%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.48%	1.53M	141.36M	-17.1K	-1.11%
Mar 31, 2024	STATE OF MICHIGAN RETIREMENT SYSTEM	0.49%	1.57M	144.71M	1.03M	+189.53%
Mar 31, 2024	QUOTIENT WEALTH PARTNERS, LLC	0.52%	1.66M	153.66M	189.69K	+12.88%
Mar 31, 2024	DYNASTY WEALTH MANAGEMENT, LLC	0.53%	1.71M	158.05M	1.71M	+100.00%
Mar 31, 2024	MIDLAND WEALTH ADVISORS LLC	0.54%	1.73M	159.62M	117.21K	+7.28%
Mar 31, 2024	FMR LLC	0.56%	1.8M	166.47M	-94.19K	-4.97%
Mar 31, 2024	UBS GROUP AG	0.59%	1.9M	175.48M	153.67K	+8.81%
Mar 31, 2024	SEI INVESTMENTS CO	0.62%	1.98M	182.68M	100.01K	+5.33%
Mar 31, 2024	ROYAL BANK OF CANADA	0.63%	2.01M	185.97M	-160.06K	-7.37%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.71%	2.28M	210.59M	43.1K	+1.93%
Mar 31, 2024	CWM, LLC	0.72%	2.32M	214.58M	-6.3K	-0.27%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.94%	3.04M	280.63M	91.97K	+3.12%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.01%	3.25M	300.63M	231.14K	+7.65%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.07%	3.44M	317.73M	-99.21K	-2.80%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.09%	3.5M	323.68M	301.12K	+9.41%
Mar 31, 2024	AVIDIAN WEALTH SOLUTIONS, LLC	0.19%	610.96K	56.46M	47.12K	+8.36%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.45%	4.66M	431.25M	493.78K	+11.85%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.67%	5.37M	496.19M	-92.08K	-1.69%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	0.15%	487.98K	45.1M	127.25K	+35.28%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	497.23K	45.95M	-11.5K	-2.26%
Mar 31, 2024	BLACKROCK INC.	0.75%	2.42M	223.26M	-183.8K	-7.07%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.16%	503.13K	5.49M	503.13K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.16%	504.77K	46.65M	-34.85K	-6.46%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.78%	2.49M	230.68M	1.53M	+157.85%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.86%	2.78M	256.66M	152.56K	+5.81%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.87%	2.79M	258.06M	164.69K	+6.27%
Mar 31, 2024	LPL FINANCIAL LLC	5.26%	16.89M	1.56B	-312.59K	-1.82%
Mar 31, 2024	JPMORGAN CHASE & CO	7.86%	25.24M	2.33B	-4.98M	-16.47%
Dec 31, 2023	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.19%	607.79K	57.18M	-17.24K	-2.76%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	1.08M	101.28M	470.16K	+77.53%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.34%	1.08M	101.83M	0	0
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.39%	1.21M	114M	114.33K	+10.42%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.39%	1.23M	116.13M	81.45K	+7.06%
Dec 31, 2023	HANCOCK WHITNEY CORP	0.4%	1.26M	118.45M	-86.52K	-6.43%
Dec 31, 2023	JANE STREET GROUP, LLC	0.42%	1.31M	123.52M	1.14M	+657.46%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.42%	1.32M	124.16M	3.45K	+0.26%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.42%	1.32M	124.39M	-13.98K	-1.05%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.46%	1.44M	128.17M	-4.19K	-0.29%
Dec 31, 2023	BRIDGEWATER ASSOCIATES, LP	0.46%	1.45M	136.59M	-29.5K	-1.99%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.21%	671.86K	63.21M	182.91K	+37.41%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	736.73K	69.31M	-152.22K	-17.12%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.29%	903.17K	84.97M	-26.14K	-2.81%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.31%	967.29K	102.42M	1.98K	+0.21%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.32%	1.02M	95.8M	-76.41K	-6.99%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.49%	1.55M	145.51M	274.18K	+21.55%
Dec 31, 2023	UBS GROUP AG	0.56%	1.75M	164.18M	133.3K	+8.27%
Dec 31, 2023	SEI INVESTMENTS CO	0.6%	1.88M	176.55M	34.86K	+1.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.6%	1.88M	176.81M	1.44M	+324.18%
Dec 31, 2023	FMR LLC	0.6%	1.9M	178.32M	15.2K	+0.81%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.63%	1.99M	187.49M	-991.45K	-33.24%
Dec 31, 2023	US BANCORP \DE\	0.66%	2.06M	194.03M	572.55K	+38.43%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	2.17M	204.37M	-128.26K	-5.58%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.71%	2.24M	210.32M	441.12K	+24.58%
Dec 31, 2023	CWM, LLC	0.74%	2.33M	219.02M	-252.61K	-9.79%
Dec 31, 2023	BLACKROCK INC.	0.83%	2.6M	244.56M	-3.95M	-60.29%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.84%	2.62M	246.92M	-956	-0.04%
Dec 31, 2023	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.94%	2.94M	277.02M	-2.41M	-45.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	3.02M	284.29M	-96.24K	-3.09%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.96%	3.02M	284.52M	-96.78K	-3.10%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.02%	3.2M	301.17M	-3.15K	-0.10%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.13%	3.54M	332.77M	-79.14K	-2.19%
Dec 31, 2023		0.47%	1.47M	138.57M	1.47M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.74%	5.46M	513.76M	1.1M	+25.29%
Dec 31, 2023	MORGAN STANLEY	2.25%	7.06M	664.5M	-773.36K	-9.87%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	4.35%	13.66M	1.29B	343.5K	+2.58%
Dec 31, 2023	LPL FINANCIAL LLC	5.48%	17.21M	1.62B	632.34K	+3.82%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	6.8%	21.35M	2.01B	-814.27K	-3.67%
Dec 31, 2023	JPMORGAN CHASE & CO	9.62%	30.22M	2.84B	2.94M	+10.76%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	23.99%	75.32M	7.09B	9.4M	+14.26%
Dec 31, 2023	EVOKE WEALTH, LLC	0.2%	638.53K	60.07M	-56.97K	-8.19%
Dec 31, 2023	STATE OF MICHIGAN RETIREMENT SYSTEM	0.17%	540.8K	50.88M	0	0
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.17%	548.68K	51.66M	-388.85K	-41.48%
Dec 31, 2023	AVIDIAN WEALTH SOLUTIONS, LLC	0.18%	563.84K	53.05M	51.42K	+10.03%
Dec 31, 2023	JOHNSON FINANCIAL GROUP, INC.	0.18%	566.69K	53.31M	506.64K	+843.66%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.19%	602.81K	56.71M	52K	+9.44%

Frequently Asked Questions

Stock Outstanding Shares

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

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	LPL FINANCIAL LLC	6.87%	27.98M	2.66B	81.12K	+0.29%
Mar 31, 2026	UBS GROUP AG	5.36%	21.84M	2.07B	19.9M	+1,028.44%
Mar 31, 2026		3.46%	14.07M	1.33B	14.07M	+100.00%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.84%	7.48M	710.2M	7.48M	+100.00%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.2%	795.25K	75.51M	114.88K	+16.89%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.42%	5.78M	548.77M	1.84M	+46.79%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.34%	1.36M	129.48M	92.54K	+7.28%
Mar 31, 2026	BESSEMER GROUP INC	0.39%	1.6M	151.63M	98.16K	+6.55%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.43%	1.76M	167.14M	303.26K	+20.81%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	1.78M	168.88M	142.82K	+8.73%
Mar 31, 2026	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.47%	1.91M	181.56M	847.51K	+79.61%
Mar 31, 2026	BARCLAYS PLC	0.47%	1.91M	181.62M	-2.48M	-56.46%
Mar 31, 2026	CWM, LLC	0.47%	1.93M	182.97M	16.95K	+0.89%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.47%	1.93M	183.32M	-72.57K	-3.62%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.5%	2.02M	192.16M	227.77K	+12.68%
Mar 31, 2026	SEI INVESTMENTS CO	0.54%	2.19M	208.33M	108.36K	+5.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.5%	2.03M	192.39M	44.84K	+2.26%
Mar 31, 2026	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.61%	2.48M	235.3M	-8.76K	-0.35%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.82%	3.33M	316.24M	38.89K	+1.18%
Mar 31, 2026	MORGAN STANLEY	2.65%	10.79M	1.02B	939.83K	+9.54%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.24%	13.19M	1.25B	-1.46M	-9.97%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	16.27%	66.21M	6.29B	-4.84M	-6.82%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.1%	28.9M	2.74B	2.85M	+10.92%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.15%	603.61K	57.31M	57.26K	+10.48%
Mar 31, 2026	ROCKLAND TRUST CO	0.15%	604.6K	57.41M	14.08K	+2.38%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	613.31K	58.23M	7.87K	+1.30%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.15%	622.78K	59.13M	-25.39M	-97.61%
Mar 31, 2026	LUTZ FINANCIAL SERVICES LLC	0.16%	631.85K	59.99M	34.27K	+5.73%
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	669.01K	63.52M	-39.34K	-5.55%
Mar 31, 2026	BLACKROCK, INC.	0.55%	2.22M	211.02M	-28.22K	-1.25%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.57%	2.31M	219.78M	201.35K	+9.53%
Mar 31, 2026	BRIDGEWATER ASSOCIATES, LP	0.33%	1.36M	129.13M	-15.4K	-1.12%
Mar 31, 2026	MIDLAND WEALTH ADVISORS LLC	0.61%	2.47M	234.91M	-290.66K	-10.51%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.67%	2.71M	257.41M	-5.64K	-0.21%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.76%	3.11M	294.96M	106.14K	+3.54%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.84%	3.43M	325.26M	542.04K	+18.80%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.91%	3.71M	352.04M	8.28K	+0.22%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	1.06%	4.3M	408.22M	2.86M	+197.87%
Mar 31, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.17%	674.59K	64.05M	667.16K	+8,982.89%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	685.59K	65.1M	46.94K	+7.35%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	687.58K	65.29M	11.81K	+1.75%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	709.8K	67.4M	62.9K	+9.72%
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.18%	735.53K	69.84M	47.36K	+6.88%
Mar 31, 2026	MILL CREEK CAPITAL ADVISORS, LLC	0.19%	767.71K	72.89M	21.12K	+2.83%
Mar 31, 2026	JPMORGAN CHASE & CO	9.13%	37.14M	3.52B	2.05M	+5.85%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.2%	817.24K	77.6M	51.2K	+6.68%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.28%	1.14M	108.28M	2.53K	+0.22%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.2%	804.26K	76.36M	61.07K	+8.22%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.2%	826K	78.65M	57.79K	+7.52%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.22%	877.63K	83.33M	26.44K	+3.11%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.22%	882.65K	83.81M	-173.2K	-16.40%
Mar 31, 2026	EVOKE WEALTH, LLC	0.22%	886.16K	84.14M	49.37K	+5.90%
Mar 31, 2026	ROYAL BANK OF CANADA	0.35%	1.41M	133.76M	23.51K	+1.70%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.35%	1.41M	134.11M	-334.15K	-19.13%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.23%	933.88K	88.67M	-604.65K	-39.30%
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	0.28%	1.15M	109.59M	141.06K	+13.92%
Mar 31, 2026	RICHARD BERNSTEIN ADVISORS LLC	0.41%	1.65M	156.55M	1.65M	+16,486,930.00%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.4%	1.63M	154.59M	253.79K	+18.47%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.38%	1.54M	146.02M	116.49K	+8.20%
Mar 31, 2026	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	0.36%	1.46M	138.84M	1.46M	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	1.46M	138.65M	111.46K	+8.26%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.35%	1.42M	135.21M	66.87K	+4.93%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.33%	1.33M	126.38M	7.35K	+0.56%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.25%	1.01M	95.91M	-294.98K	-22.60%
Dec 31, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.61%	2.49M	237.97M	147.97K	+6.33%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	17.44%	71.05M	6.77B	-845.67K	-1.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.49%	1.98M	188.67M	-38.53K	-1.91%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	1.42M	135.35M	76.92K	+5.72%
Dec 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.18%	746.59K	71.09M	51.8K	+7.46%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.18%	743.19K	70.77M	33.79K	+4.76%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.17%	708.35K	67.45M	47.27K	+7.15%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.17%	688.17K	65.53M	97.59K	+16.52%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.17%	680.37K	64.78M	53.8K	+8.59%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	675.77K	64.35M	7.71K	+1.15%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	766.04K	72.94M	64.55K	+9.20%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	768.22K	73.15M	80.31K	+11.68%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.28%	1.14M	108.54M	-14.49K	-1.26%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.33%	1.36M	129.09M	56.65K	+4.36%
Dec 31, 2025	CWM, LLC	0.47%	1.91M	181.88M	7.21K	+0.38%
Dec 31, 2025	UBS GROUP AG	0.47%	1.94M	184.27M	166.43K	+9.41%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.31%	1.27M	121.03M	87K	+7.35%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.32%	1.31M	124.27M	20.8K	+1.62%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.32%	1.32M	126.04M	-29.69K	-2.19%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	1.35M	128.43M	45.43K	+3.49%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.34%	1.37M	130.86M	-198.32K	-12.61%
Dec 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.15%	600K	57.13M	0	0
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	605.43K	57.65M	-25.83K	-4.09%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.16%	638.65K	60.81M	22.92K	+3.72%
Dec 31, 2025	CIBC ASSET MANAGEMENT INC	0.16%	649.68K	61.86M	-13K	-1.96%
Dec 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.34%	1.38M	130.97M	20.3K	+1.50%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	1.39M	131.9M	-403.26K	-22.55%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	1.44M	137.44M	775.25K	+116.04%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.35%	1.46M	138.74M	-192.07K	-11.65%
Dec 31, 2025	BESSEMER GROUP INC	0.36%	1.5M	142.72M	97.39K	+6.95%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.38%	1.54M	146.5M	168.11K	+12.27%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	1.64M	155.76M	51.95K	+3.28%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.43%	1.75M	166.31M	-111.55K	-6.00%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.44%	1.8M	171.02M	13.87K	+0.78%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	3.6%	14.65M	1.39B	362.56K	+2.54%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.49%	2M	190.75M	106.81K	+5.63%
Dec 31, 2025	SEI INVESTMENTS CO	0.51%	2.09M	198.64M	-90.17K	-4.14%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.51%	2.11M	201.24M	75.92K	+3.73%
Dec 31, 2025	BLACKROCK, INC.	0.55%	2.25M	214.3M	-129.24K	-5.43%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.67%	2.72M	258.68M	172.99K	+6.80%
Dec 31, 2025	MIDLAND WEALTH ADVISORS LLC	0.67%	2.76M	263.26M	110.22K	+4.15%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.7%	2.88M	274.57M	1.46M	+102.64%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.74%	3M	285.69M	116.14K	+4.03%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.8%	3.29M	313.44M	98.48K	+3.08%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.9%	3.7M	352.25M	139.86K	+3.93%
Dec 31, 2025	RENAISSANCERE HOLDINGS LTD	0.94%	3.85M	366.83M	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.96%	3.94M	374.92M	316.72K	+8.75%
Dec 31, 2025	BARCLAYS PLC	1.08%	4.39M	418.34M	-3.24M	-42.44%
Dec 31, 2025	LUTZ FINANCIAL SERVICES LLC	0.15%	597.58K	56.9M	58.62K	+10.88%
Dec 31, 2025	MORGAN STANLEY	2.42%	9.85M	938.14M	383.63K	+4.05%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	6.33%	26.01M	2.48B	646.39K	+2.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.4%	26.06M	2.48B	-1.44M	-5.22%
Dec 31, 2025	LPL FINANCIAL LLC	6.79%	27.9M	2.66B	1.1M	+4.12%
Dec 31, 2025	JPMORGAN CHASE & CO	8.52%	35.09M	3.34B	-16.59M	-32.10%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.26%	1.06M	100.54M	-21.45M	-95.31%
Dec 31, 2025	EVOKE WEALTH, LLC	0.2%	836.79K	79.68M	102.9K	+14.02%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.21%	851.19K	81.05M	801.1K	+1,599.55%
Dec 31, 2025	ANNEX ADVISORY SERVICES, LLC	0.22%	903.01K	85.98M	42.59K	+4.95%
Dec 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.23%	932.99K	88.84M	-42.7K	-4.38%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.25%	1.01M	96.71M	-35.12K	-3.35%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.26%	1.06M	101.37M	49.02K	+4.83%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.47%	2.04M	193.86M	-1.03M	-33.61%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.43%	1.86M	176.8M	-51.42K	-2.69%
Sep 30, 2025	UBS GROUP AG	0.41%	1.77M	168.3M	52.55K	+3.06%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.38%	1.65M	156.92M	160.93K	+10.81%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	1.58M	150.7M	39.92K	+2.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	1.79M	170.18M	-1.08M	-37.67%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	687.9K	65.45M	11.99K	+1.77%
Sep 30, 2025	SEI INVESTMENTS CO	0.5%	2.18M	207.08M	240.83K	+12.44%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.41%	1.78M	169.57M	-63.8K	-3.46%
Sep 30, 2025	BARCLAYS PLC	1.75%	7.63M	726.26M	3.32M	+77.09%
Sep 30, 2025	MORGAN STANLEY	2.17%	9.47M	900.95M	278.51K	+3.03%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.27%	14.29M	1.36B	284.48K	+2.03%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	1.02M	96.63M	55.39K	+5.77%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.16%	694.79K	66.11M	37.54K	+5.71%
Sep 30, 2025	CWM, LLC	0.44%	1.9M	181.06M	-34.92K	-1.80%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.34%	1.48M	140.41M	12K	+0.82%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.36%	1.57M	149.63M	79.97K	+5.36%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.16%	709.4K	67.5M	23.46K	+3.42%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.24%	1.05M	99.74M	85.48K	+8.88%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	1.3M	123.6M	22.14K	+1.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	1.3M	124.02M	80.33K	+6.57%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	1.34M	127.93M	-203.97K	-13.17%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.83%	3.62M	344.51M	-28.17K	-0.77%
Sep 30, 2025	RENAISSANCERE HOLDINGS LTD	0.88%	3.85M	366.56M	997K	+34.92%
Sep 30, 2025	LPL FINANCIAL LLC	6.14%	26.8M	2.55B	1.45M	+5.71%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.3%	27.49M	2.62B	727.07K	+2.72%
Sep 30, 2025	EVOKE WEALTH, LLC	0.17%	733.89K	69.83M	29.5K	+4.19%
Sep 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.18%	796.08K	75.75M	57.95K	+7.85%
Sep 30, 2025	ANNEX ADVISORY SERVICES, LLC	0.2%	860.42K	81.87M	860.42K	+100.00%
Sep 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.22%	975.69K	88.77M	0	0
Sep 30, 2025	HANCOCK WHITNEY CORP	0.26%	1.15M	109.84M	-80.39K	-6.51%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.18M	112.67M	44.47K	+3.90%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.29%	1.28M	122.2M	41.2K	+3.31%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	1.35M	128.77M	25.48K	+1.92%
Sep 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.31%	1.36M	128.94M	-105.1K	-7.20%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.31%	1.37M	130.4M	-3.38K	-0.25%
Sep 30, 2025	BESSEMER GROUP INC	0.32%	1.4M	133.34M	1.15K	+0.08%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.33%	1.42M	135.4M	162.15K	+12.86%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	5.16%	22.5M	2.14B	1.21M	+5.66%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.81%	25.36M	2.41B	1.4M	+5.84%
Sep 30, 2025	JPMORGAN CHASE & CO	11.84%	51.68M	4.92B	1.18M	+2.34%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	16.47%	71.9M	6.84B	7.57M	+11.76%
Sep 30, 2025	BLACKROCK, INC.	0.55%	2.38M	226.44M	61.81K	+2.67%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.12%	536.59K	51.06M	65.86K	+13.99%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.12%	538.96K	51.28M	48.54K	+9.90%
Sep 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.13%	571.84K	54.41M	265.77K	+86.83%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.14%	590.58K	56.19M	202.94K	+52.35%
Sep 30, 2025	ROCKLAND TRUST CO	0.14%	596.58K	56.76M	-4.96K	-0.83%
Sep 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.14%	600K	57.09M	0	0
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.14%	615.73K	58.59M	-544.33K	-46.92%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.14%	626.57K	59.62M	58.87K	+10.37%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.14%	631.26K	60.06M	51.46K	+8.88%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.15%	644.56K	61.33M	-58.6K	-8.33%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.15%	661.08K	62.9M	76.68K	+13.12%
Sep 30, 2025	CIBC ASSET MANAGEMENT INC	0.15%	662.68K	63.05M	36.71K	+5.86%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	2.02M	192.2M	150.17K	+8.03%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.16%	701.49K	66.75M	51.72K	+7.96%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.43%	1.9M	180.45M	8.87K	+0.47%
Sep 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.61%	2.65M	252.57M	797.2K	+42.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.58%	2.54M	242.03M	-37.31K	-1.45%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.66%	2.88M	274.43M	-32.53K	-1.12%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	668.06K	63.57M	26.35K	+4.11%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.73%	3.19M	303.83M	91.9K	+2.96%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.82%	3.56M	338.68M	-411.54K	-10.36%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.15%	668.1K	63.57M	-372K	-35.77%
Sep 30, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.54%	2.34M	222.55M	69.46K	+3.06%
Jun 30, 2025	BARCLAYS PLC	1.01%	4.31M	404.67M	4.31M	+100.00%
Jun 30, 2025	MORGAN STANLEY	2.16%	9.19M	862.87B	789.7K	+9.40%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.16%	685.94K	64.4M	27.39K	+4.16%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.1%	439.41K	41.26M	24.95K	+6.02%
Jun 30, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.23%	975.69K	87.6M	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	649.77K	61.01M	49.64K	+8.27%
Jun 30, 2025	ROCKLAND TRUST CO	0.14%	601.54K	56.48M	3.1K	+0.52%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.13%	567.7K	53.3M	45.79K	+8.77%
Jun 30, 2025	KOREA INVESTMENT CORP	0.12%	500K	46.95M	0	0
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	449.2K	42.18M	58.87K	+15.08%
Jun 30, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.1%	433.95K	40.74M	9.76K	+2.30%
Jun 30, 2025	STOCKMAN WEALTH MANAGEMENT, INC.	0.1%	423.88K	39.8M	125.8K	+42.21%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.43%	1.85M	173.32M	169.07K	+10.08%
Jun 30, 2025	LPL FINANCIAL LLC	5.95%	25.35M	2.38B	1.09M	+4.49%
Jun 30, 2025	MIDLAND WEALTH ADVISORS LLC	0.44%	1.86M	174.38M	31.97K	+1.75%
Jun 30, 2025	BESSEMER GROUP INC	0.33%	1.4M	131.47M	-688	-0.05%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	1.16M	108.92M	14.07K	+1.23%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.73%	3.1M	291.18M	50.06K	+1.64%
Jun 30, 2025	BLACKROCK, INC.	0.54%	2.32M	217.64M	-1.18K	-0.05%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.14M	107M	65.6K	+6.11%
Jun 30, 2025	ASSETMARK, INC	0.24%	1.04M	97.39M	212.24K	+25.72%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.15%	657.25K	61.71M	140.3K	+27.14%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	641.7K	60.25M	68.33K	+11.92%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.13%	550K	51.64M	0	0
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.11%	479.9K	45.06M	35.69K	+8.03%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	960.2K	90.15M	18.48K	+1.96%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.63%	23.96M	2.25B	18.63M	+349.34%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	5%	21.3M	2B	254.66K	+1.21%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	1.55M	145.39M	126.51K	+8.90%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	1.54M	144.96M	-2.63K	-0.17%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.23%	962.8K	90.4M	-35.58K	-3.56%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.17%	738.13K	69.3M	48.5K	+7.03%
Jun 30, 2025	ROYAL BANK OF CANADA	0.67%	2.87M	269.42M	1.14M	+65.61%
Jun 30, 2025	RENAISSANCERE HOLDINGS LTD	0.67%	2.86M	268.1M	0	0
Jun 30, 2025	BRIDGEWATER ASSOCIATES, LP	0.34%	1.46M	137.1M	12.6K	+0.87%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.32%	1.37M	128.99M	619.11K	+82.04%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	675.91K	63.46B	11.06K	+1.66%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.14%	579.8K	54.44M	12.47K	+2.20%
Jun 30, 2025	OHIO NATIONAL INVESTMENTS, INC.	0.13%	548K	51.45M	0	0
Jun 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.12%	492.99K	46.29M	-23.29K	-4.51%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.12%	490.42K	46.05M	8.82K	+1.83%
Jun 30, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	0.11%	489.41K	45.78M	3.76K	+0.77%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.11%	470.73K	44.2M	33.75K	+7.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.93%	3.97M	372.84M	254.43K	+6.85%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.86%	3.65M	342.59M	-3.02K	-0.08%
Jun 30, 2025	CWM, LLC	0.45%	1.94M	181.94M	-81.97K	-4.06%
Jun 30, 2025	EVOKE WEALTH, LLC	0.17%	704.39K	66.14M	28.21K	+4.17%
Jun 30, 2025	UBS GROUP AG	0.4%	1.72M	161.13M	-710.73K	-29.29%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.35%	1.49M	139.73M	-31.42K	-2.07%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.45%	1.91M	179.29M	95.81K	+5.28%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.44%	1.89M	177.23M	-194.09K	-9.32%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	1.28M	119.89M	-42.04K	-3.19%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.3%	1.26M	118.38M	84.82K	+7.21%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.29%	1.24M	116.71M	-20.25K	-1.60%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.29%	1.23M	115.94M	-27.9K	-2.21%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	1.22M	114.83M	-26.39K	-2.11%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.24%	1.04M	97.65M	-12.5K	-1.19%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	15.1%	64.33M	6.04B	1.8M	+2.87%
Jun 30, 2025	JPMORGAN CHASE & CO	11.85%	50.5M	4.74B	-259.62K	-0.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.28%	26.77M	2.51B	153.81K	+0.58%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.29%	14.01M	1.31B	-257.3K	-1.80%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	1.87M	175.55M	6.25K	+0.34%
Jun 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.35%	1.49M	140.14M	34.29K	+2.35%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.34%	1.46M	137.43M	1.45M	+10,569.28%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.33%	1.39M	130.59M	62.05K	+4.67%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.31%	1.33M	124.67M	-3.89K	-0.29%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.72%	3.07M	288.14M	-106.81K	-3.36%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.68%	2.92M	273.85M	-22.8K	-0.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.61%	2.58M	242.33M	35.07K	+1.38%
Jun 30, 2025	SEI INVESTMENTS CO	0.45%	1.94M	181.73M	-112.09K	-5.47%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	703.16K	66.02M	-63.23K	-8.25%
Mar 31, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.21%	832.23K	78.05M	481.63K	+137.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.24%	949.68K	89.06M	907.33K	+2,142.60%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.24%	975.69K	87.5M	454.08K	+87.05%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.25%	998.37K	93.63M	40.69K	+4.25%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.26%	1.05M	98.71M	1.05M	+100.00%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.27%	1.07M	100.72M	163.25K	+17.92%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.31%	1.26M	118.47M	11.41K	+0.91%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.33%	1.32M	123.69M	-169.58K	-11.39%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.33%	1.33M	124.62M	3.67K	+0.28%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.35%	1.42M	132.76M	-987.72K	-41.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	1.42M	133.35M	163.54K	+13.00%
Mar 31, 2025	BRIDGEWATER ASSOCIATES, LP	0.36%	1.45M	135.76M	12.9K	+0.90%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	1.55M	145.03M	-138.14K	-8.20%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.42%	1.68M	157.26M	106.59K	+6.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	1.73M	162.49M	-26.79K	-1.52%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	1.81M	170.09M	-140.2K	-7.18%
Mar 31, 2025	MIDLAND WEALTH ADVISORS LLC	0.45%	1.83M	171.18M	490.39K	+36.74%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	1.86M	174.76M	277.93K	+17.53%
Mar 31, 2025	SEI INVESTMENTS CO	0.51%	2.05M	192.02M	-9.66K	-0.47%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.52%	2.08M	195.22M	-1.2M	-36.66%
Mar 31, 2025	BLACKROCK, INC.	0.58%	2.32M	217.5M	-124.35K	-5.09%
Mar 31, 2025	UBS GROUP AG	0.6%	2.43M	227.6M	667.57K	+37.94%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.63%	2.55M	238.76M	-22.47K	-0.87%
Mar 31, 2025	STATE OF TENNESSEE, TREASURY DEPARTMENT	1.19%	4.78M	448.31M	-53.17K	-1.10%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.32%	5.33M	500.16M	-58.81K	-1.09%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.54%	14.26M	1.34B	-260.3K	-1.79%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	5.22%	21.04M	1.97B	1.34M	+6.81%
Mar 31, 2025	LPL FINANCIAL LLC	6.02%	24.26M	2.28B	2.4M	+11.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.6%	26.61M	2.5B	-2.16M	-7.50%
Mar 31, 2025	JPMORGAN CHASE & CO	12.6%	50.75M	4.76B	-966.21K	-1.87%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.29%	1.18M	110.29M	54.65K	+4.87%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.31%	1.25M	117.17M	-241K	-16.17%
Mar 31, 2025	HANCOCK WHITNEY CORP	0.31%	1.26M	118.42M	-83.54K	-6.21%
Mar 31, 2025	RENAISSANCERE HOLDINGS LTD	0.71%	2.86M	267.78M	2.86M	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.73%	2.94M	275.67M	8.4K	+0.29%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.76%	3.05M	283.49M	-388.2K	-11.29%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.79%	3.18M	297.82M	-357.81K	-10.13%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.92%	3.72M	348.54M	-189.58K	-4.85%
Mar 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.36%	1.46M	136.76M	-464.79K	-24.17%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.38%	1.52M	142.51M	-450.41K	-22.86%
Mar 31, 2025	MORGAN STANLEY	2.08%	8.4M	787.8M	-134.51K	-1.58%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.19%	766.39K	71.87M	-32.54K	-4.07%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.23%	941.71K	88.31M	896.93K	+2,003.02%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.33%	1.33M	124.89M	-288.05K	-17.78%
Mar 31, 2025	BESSEMER GROUP INC	0.35%	1.4M	131.38M	567.01K	+67.99%
Mar 31, 2025	CWM, LLC	0.5%	2.02M	189.42M	-357.82K	-15.05%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.91%	3.65M	342.47M	-49.64K	-1.34%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	15.52%	62.53M	5.86B	-13.45M	-17.70%
Mar 31, 2025	ASSETMARK, INC	0.2%	825.07K	77.38M	-58.9K	-6.66%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	1.15M	107.47M	7.97K	+0.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	513.45K	47.45M	90.46K	+21.39%
Mar 31, 2024	ROCKLAND TRUST CO	0.16%	519.59K	48.02M	28.4K	+5.78%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, INC.	0.17%	534.78K	49.42M	-31.91K	-5.63%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.17%	538.73K	49.79M	94.52K	+21.28%
Mar 31, 2024	HAVERFORD TRUST CO	0.17%	540.31K	49.94M	2.37K	+0.44%
Mar 31, 2024	KOREA INVESTMENT CORP	0.16%	500K	46.21M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	1.11%	3.55M	328.28M	527.76K	+17.45%
Mar 31, 2024	MORGAN STANLEY	2.38%	7.66M	707.75M	594.78K	+8.42%
Mar 31, 2024	JANE STREET GROUP, LLC	2.62%	8.43M	779.02M	7.12M	+542.01%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	4.24%	13.61M	1.26B	-43.2K	-0.32%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	6.91%	22.21M	2.05B	859.53K	+4.03%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	22.26%	71.55M	6.61B	-3.78M	-5.02%
Mar 31, 2024	US BANCORP \DE\	0.19%	604.43K	55.86M	-1.46M	-70.69%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.19%	605.02K	55.92M	2.21K	+0.37%
Mar 31, 2024	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.2%	635.72K	58.75M	27.93K	+4.59%
Mar 31, 2024	EVOKE WEALTH, LLC	0.2%	643.2K	59.44M	639.05K	+15,398.70%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	675.71K	62.45M	675.71K	+100.00%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	0.27%	884.35K	81.73M	212.49K	+31.63%
Mar 31, 2024	BESSEMER GROUP INC	0.31%	994.22K	91.89M	950.97K	+2,198.56%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.31%	1.01M	93.3M	-7.6K	-0.75%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.33%	1.06M	97.51M	151.92K	+16.82%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.33%	1.07M	98.55M	-16.07K	-1.48%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.33%	1.07M	99.21M	-3.05K	-0.28%
Mar 31, 2024	STATE STREET CORP	0.37%	1.18M	109.43M	1.18M	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.39%	1.26M	116.7M	28.36K	+2.30%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.41%	1.32M	121.9M	107.19K	+8.85%
Mar 31, 2024	HANCOCK WHITNEY CORP	0.41%	1.33M	122.96M	71.43K	+5.67%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.42%	1.33M	123.3M	14.4K	+1.09%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.43%	1.38M	127.26M	54.83K	+4.15%
Mar 31, 2024	BRIDGEWATER ASSOCIATES, LP	0.46%	1.48M	136.64M	26.7K	+1.84%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.46%	1.48M	136.82M	37.09K	+2.57%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.46%	1.5M	138.21M	758.69K	+102.98%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.48%	1.53M	141.36M	-17.1K	-1.11%
Mar 31, 2024	STATE OF MICHIGAN RETIREMENT SYSTEM	0.49%	1.57M	144.71M	1.03M	+189.53%
Mar 31, 2024	QUOTIENT WEALTH PARTNERS, LLC	0.52%	1.66M	153.66M	189.69K	+12.88%
Mar 31, 2024	DYNASTY WEALTH MANAGEMENT, LLC	0.53%	1.71M	158.05M	1.71M	+100.00%
Mar 31, 2024	MIDLAND WEALTH ADVISORS LLC	0.54%	1.73M	159.62M	117.21K	+7.28%
Mar 31, 2024	FMR LLC	0.56%	1.8M	166.47M	-94.19K	-4.97%
Mar 31, 2024	UBS GROUP AG	0.59%	1.9M	175.48M	153.67K	+8.81%
Mar 31, 2024	SEI INVESTMENTS CO	0.62%	1.98M	182.68M	100.01K	+5.33%
Mar 31, 2024	ROYAL BANK OF CANADA	0.63%	2.01M	185.97M	-160.06K	-7.37%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.71%	2.28M	210.59M	43.1K	+1.93%
Mar 31, 2024	CWM, LLC	0.72%	2.32M	214.58M	-6.3K	-0.27%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.94%	3.04M	280.63M	91.97K	+3.12%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.01%	3.25M	300.63M	231.14K	+7.65%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.07%	3.44M	317.73M	-99.21K	-2.80%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.09%	3.5M	323.68M	301.12K	+9.41%
Mar 31, 2024	AVIDIAN WEALTH SOLUTIONS, LLC	0.19%	610.96K	56.46M	47.12K	+8.36%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.45%	4.66M	431.25M	493.78K	+11.85%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.67%	5.37M	496.19M	-92.08K	-1.69%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	0.15%	487.98K	45.1M	127.25K	+35.28%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	497.23K	45.95M	-11.5K	-2.26%
Mar 31, 2024	BLACKROCK INC.	0.75%	2.42M	223.26M	-183.8K	-7.07%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.16%	503.13K	5.49M	503.13K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.16%	504.77K	46.65M	-34.85K	-6.46%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.78%	2.49M	230.68M	1.53M	+157.85%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.86%	2.78M	256.66M	152.56K	+5.81%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.87%	2.79M	258.06M	164.69K	+6.27%
Mar 31, 2024	LPL FINANCIAL LLC	5.26%	16.89M	1.56B	-312.59K	-1.82%
Mar 31, 2024	JPMORGAN CHASE & CO	7.86%	25.24M	2.33B	-4.98M	-16.47%
Dec 31, 2023	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.19%	607.79K	57.18M	-17.24K	-2.76%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	1.08M	101.28M	470.16K	+77.53%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.34%	1.08M	101.83M	0	0
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.39%	1.21M	114M	114.33K	+10.42%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.39%	1.23M	116.13M	81.45K	+7.06%
Dec 31, 2023	HANCOCK WHITNEY CORP	0.4%	1.26M	118.45M	-86.52K	-6.43%
Dec 31, 2023	JANE STREET GROUP, LLC	0.42%	1.31M	123.52M	1.14M	+657.46%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.42%	1.32M	124.16M	3.45K	+0.26%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.42%	1.32M	124.39M	-13.98K	-1.05%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.46%	1.44M	128.17M	-4.19K	-0.29%
Dec 31, 2023	BRIDGEWATER ASSOCIATES, LP	0.46%	1.45M	136.59M	-29.5K	-1.99%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	0.21%	671.86K	63.21M	182.91K	+37.41%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.23%	736.73K	69.31M	-152.22K	-17.12%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.29%	903.17K	84.97M	-26.14K	-2.81%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.31%	967.29K	102.42M	1.98K	+0.21%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.32%	1.02M	95.8M	-76.41K	-6.99%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.49%	1.55M	145.51M	274.18K	+21.55%
Dec 31, 2023	UBS GROUP AG	0.56%	1.75M	164.18M	133.3K	+8.27%
Dec 31, 2023	SEI INVESTMENTS CO	0.6%	1.88M	176.55M	34.86K	+1.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.6%	1.88M	176.81M	1.44M	+324.18%
Dec 31, 2023	FMR LLC	0.6%	1.9M	178.32M	15.2K	+0.81%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.63%	1.99M	187.49M	-991.45K	-33.24%
Dec 31, 2023	US BANCORP \DE\	0.66%	2.06M	194.03M	572.55K	+38.43%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	2.17M	204.37M	-128.26K	-5.58%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.71%	2.24M	210.32M	441.12K	+24.58%
Dec 31, 2023	CWM, LLC	0.74%	2.33M	219.02M	-252.61K	-9.79%
Dec 31, 2023	BLACKROCK INC.	0.83%	2.6M	244.56M	-3.95M	-60.29%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.84%	2.62M	246.92M	-956	-0.04%
Dec 31, 2023	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.94%	2.94M	277.02M	-2.41M	-45.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	3.02M	284.29M	-96.24K	-3.09%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.96%	3.02M	284.52M	-96.78K	-3.10%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.02%	3.2M	301.17M	-3.15K	-0.10%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.13%	3.54M	332.77M	-79.14K	-2.19%
Dec 31, 2023		0.47%	1.47M	138.57M	1.47M	+100.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.74%	5.46M	513.76M	1.1M	+25.29%
Dec 31, 2023	MORGAN STANLEY	2.25%	7.06M	664.5M	-773.36K	-9.87%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	4.35%	13.66M	1.29B	343.5K	+2.58%
Dec 31, 2023	LPL FINANCIAL LLC	5.48%	17.21M	1.62B	632.34K	+3.82%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	6.8%	21.35M	2.01B	-814.27K	-3.67%
Dec 31, 2023	JPMORGAN CHASE & CO	9.62%	30.22M	2.84B	2.94M	+10.76%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	23.99%	75.32M	7.09B	9.4M	+14.26%
Dec 31, 2023	EVOKE WEALTH, LLC	0.2%	638.53K	60.07M	-56.97K	-8.19%
Dec 31, 2023	STATE OF MICHIGAN RETIREMENT SYSTEM	0.17%	540.8K	50.88M	0	0
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.17%	548.68K	51.66M	-388.85K	-41.48%
Dec 31, 2023	AVIDIAN WEALTH SOLUTIONS, LLC	0.18%	563.84K	53.05M	51.42K	+10.03%
Dec 31, 2023	JOHNSON FINANCIAL GROUP, INC.	0.18%	566.69K	53.31M	506.64K	+843.66%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.19%	602.81K	56.71M	52K	+9.44%

MBB Stock Ownership Breakdown

iShares MBS ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions