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

Who are the major shareholders selling SPDR S&P MIDCAP 400 ETF Trust stock?

ATLANTIC UNION BANKSHARES CORP, in the last quarter, reduced its stake in MDY by -1.04% restricting it's holding to 90 thousand shares of worth nearly $53.64M. WHITTIER TRUST CO also lessened -2.91% of the MDY shares from its portfolio, reducing its holding to 128.79 thousand shares of worth $77.36M. BNP PARIBAS ARBITRAGE, SNC also shunned MDY shares holding by -24.04% last quarter which brought its holding to 154.35 thousand shares worth $92.00M.

Investors who are buying MDY stock?

As per its latest 13F filing, COLONY GROUP, LLC increased its stake in MDY by 9.37% in the last quarter. The institutional holder raised its holding to 88.38 thousand shares having worth more than $52.67M. CETERA INVESTMENT ADVISERS also added 31.97% more shares of MDY to its portfolio, raising its holding to 91.23 thousand shares of worth $54.38M. ADVISOR GROUP HOLDINGS, INC. also increased its MDY shares holding by 26.2% which brought its holding to 93.23 thousand shares worth $55.59M.

MDY's major insiders: who are they?

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

Did an insider recently sell MDY stock?

Company executives, directors, and other insiders own N/A percent of SPDR S&P MIDCAP 400 ETF Trust's stock. Within the last six months, there have been 0 transaction(s) in which MDY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MDY stock?

There have been 0 transaction(s) during the past 6-months in which SPDR S&P MIDCAP 400 ETF Trust insiders have bought stock, totalling 0 shares

How much of MDY does insiders own?

Around 0 SPDR S&P MIDCAP 400 ETF Trust shares are held by insiders, which represents about N/A of MDY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MDY?

COLONY GROUP, LLC is the largest institutional owner in MDY which holds 88.38 thousand shares worth $52.67M or 0.22% of the total MDY shares outstanding followed by ATLANTIC UNION BANKSHARES CORP with ownership of 90 thousand shares representing 0.23% of the MDY ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 91.23 thousand shares or 0.23% of the ownership worth more than $54.38M.

Is SPDR S&P MIDCAP 400 ETF Trust 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 MDY is concerned, it is a stock which is optionable.

Is there a short position on MDY's shares?

Number of MDY 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 MDY shares are there?

As of today, null shares of MDY are outstanding.

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

MDY 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 MDY is null.

SPDR S&P MIDCAP 400 ETF Trust (MDY) 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. COLONY GROUP, LLC is the top corporate investor, holding 88.38K shares valued at $52.67M. A 0.22% stake in SPDR S&P MIDCAP 400 ETF Trust is owned by the company. ATLANTIC UNION BANKSHARES CORP owns 90K shares valued at $53.64M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	COLONY GROUP, LLC	0.22%	88.38K	52.67M	7.57K	+9.37%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.23%	90K	53.64M	-944	-1.04%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	91.23K	54.38M	22.1K	+31.97%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	93.23K	55.59M	19.35K	+26.20%
Sep 30, 2025	WHITTIER TRUST CO	0.32%	128.79K	77.36M	-3.86K	-2.91%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.37%	148.33K	88.41M	4.76K	+3.32%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.39%	154.35K	92M	-48.84K	-24.04%
Sep 30, 2025	BARCLAYS PLC	0.39%	155.51K	92.69M	144.06K	+1,258.96%
Sep 30, 2025	MOORE CAPITAL MANAGEMENT, LP	0.85%	340K	202.65M	-293.73K	-46.35%
Sep 30, 2025	US BANCORP \DE\	2.51%	998.11K	594.9M	-17.67K	-1.74%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.66%	1.06M	629.94M	189.19K	+21.80%
Sep 30, 2025	NORTHERN TRUST CORP	2.73%	1.09M	648.73M	-12.26K	-1.11%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.16%	1.26M	748.67M	-5.58K	-0.44%
Sep 30, 2025	MORGAN STANLEY	4.47%	1.78M	1.06B	458.37K	+34.67%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.17%	2.06M	1.23B	-181.83K	-8.12%
Sep 30, 2025	CREWE ADVISORS LLC	0.13%	50.12K	29.87M	-316	-0.63%
Sep 30, 2025	HERITAGE INVESTORS MANAGEMENT CORP	0.13%	50.51K	30.11M	-397	-0.78%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.13%	53.05K	31.62M	-2.5K	-4.50%
Sep 30, 2025	CHOREO, LLC	0.14%	54.08K	3.47M	-323	-0.59%
Sep 30, 2025	OLDFATHER FINANCIAL SERVICES, LLC	0.14%	54.95K	32.75M	1.68K	+3.14%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.15%	58.37K	34.79M	-781	-1.32%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.15%	59.77K	35.62M	-1.01K	-1.66%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.15%	59.96K	35.74M	-163	-0.27%
Sep 30, 2025	BRANT POINT INVESTMENT MANAGEMENT LLC	0.15%	60K	35.76M	59.2K	+7,400.00%
Sep 30, 2025	SMITH, MOORE & CO.	0.15%	60.28K	35.93M	-15	-0.02%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.16%	61.71K	36.88M	-95	-0.15%
Sep 30, 2025	ASCENT WEALTH PARTNERS, LLC	0.16%	63.63K	37.93M	1.82K	+2.94%
Sep 30, 2025	FINEMARK NATIONAL BANK & TRUST	0.29%	116.47K	69.42M	-5.55K	-4.55%
Sep 30, 2025	MIDWEST TRUST CO	0.17%	66.23K	39.48M	2.02K	+3.14%
Sep 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.17%	67K	39.93M	-1.19K	-1.74%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.17%	67.86K	40.76M	-207	-0.30%
Sep 30, 2025	PITTENGER & ANDERSON INC	0.18%	70.02K	41.73M	201	+0.29%
Sep 30, 2025	DIVERGENT PLANNING, LLC	0.19%	74.28K	44.62M	4.04K	+5.75%
Sep 30, 2025	MARINER, LLC	0.26%	105.15K	62.67M	-211	-0.20%
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0.26%	105.2K	62.87M	-293	-0.28%
Sep 30, 2025	HRT FINANCIAL LP	0.27%	108.07K	64.41M	-850	-0.78%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.27%	108.91K	64.91M	2.84K	+2.67%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.59%	235.58K	140.41M	-3.87K	-1.62%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.59%	236.84K	141.16M	114.38K	+93.40%
Sep 30, 2025	MIRAE ASSET SECURITIES (USA) INC.	0.28%	111.28K	66.33M	55.9K	+100.94%
Sep 30, 2025	BROWN ADVISORY INC	0.29%	114.84K	68.45M	-3.88K	-3.27%
Sep 30, 2025	HILLS BANK & TRUST CO	0.3%	119.61K	71.29M	442	+0.37%
Sep 30, 2025	CERITY PARTNERS LLC	0.31%	123.96K	73.88M	-4.96K	-3.85%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.32%	125.89K	75.03M	3.05K	+2.48%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	163.91K	97.69M	24.4K	+17.49%
Sep 30, 2025	ROYAL BANK OF CANADA	0.85%	339.52K	202.36M	-97.98K	-22.39%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.33%	529.53K	315.62M	3K	+0.57%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.6%	237.91K	141.81M	13.23K	+5.89%
Sep 30, 2025	UBS GROUP AG	1.6%	636.92K	379.62M	26.33K	+4.31%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.8%	714.97K	426.15M	-8.57K	-1.18%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.98%	788.27K	469.84M	175.26K	+28.59%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	2.24%	889.82K	530.36M	-7.42K	-0.83%
Sep 30, 2025	BANK OF MONTREAL /CAN/	1.26%	502.73K	299.64M	1.88K	+0.38%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.63%	250.16K	149.1M	1.14K	+0.46%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.65%	257.13K	153.26M	-7.84K	-2.96%
Sep 30, 2025	CREATIVE PLANNING	0.72%	286.13K	170.54M	22.32K	+8.46%
Sep 30, 2025	GRIDIRON PARTNERS, LLC	0.77%	305.6K	1.89M	302.44K	+9,558.72%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.19%	75.1K	44.77B	-2.15K	-2.79%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.19%	77.1K	45.95M	-1.27K	-1.61%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	77.62K	46.27M	569	+0.74%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	85.63K	50.95M	4.67K	+5.77%
Sep 30, 2025	WASHINGTON TRUST CO	0.22%	87.93K	52.41M	-328	-0.37%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	88.09K	52.5M	-13.47K	-13.26%
Sep 30, 2025	CITADEL ADVISORS LLC	0.42%	167.1K	99.6M	-54.1K	-24.46%
Sep 30, 2025	WELCH & FORBES LLC	0.42%	168.53K	100.45M	-917	-0.54%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.43%	171.93K	102.47M	-81	-0.05%
Sep 30, 2025	LPL FINANCIAL LLC	0.43%	172.47K	102.79M	254	+0.15%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.47%	186.15K	11.76M	186.12K	+564,003.03%
Sep 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.55%	217.69K	129.75M	-506	-0.23%
Sep 30, 2025	ARVEST BANK TRUST DIVISION	0.58%	232.63K	138.65M	704	+0.30%
Sep 30, 2025	JPMORGAN CHASE & CO	0.84%	334.97K	199.65M	-80.6K	-19.40%
Jun 30, 2025	NORTHERN TRUST CORP	1.99%	1.1M	623.51M	-15.49K	-1.39%
Jun 30, 2025	US BANCORP \DE\	1.83%	1.02M	575.42M	-19.87K	-1.92%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.62%	897.24K	507.34M	-6.5K	-0.72%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.31%	723.55K	409.87M	-21.15K	-2.84%
Jun 30, 2025	MOORE CAPITAL MANAGEMENT, LP	1.14%	633.73K	358.99M	267.8K	+73.18%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.11%	613.02K	347.26M	36.38K	+6.31%
Jun 30, 2025	UBS GROUP AG	1.1%	610.59K	345.89M	-61.2K	-9.11%
Jun 30, 2025		1.01%	561K	521.34K	561K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.95%	526.54K	298.27M	-27.4K	-4.95%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.9%	500.85K	283.72M	1.91K	+0.38%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.43%	239.45K	135.65M	-5.02K	-2.06%
Jun 30, 2025	ROYAL BANK OF CANADA	0.79%	437.5K	247.83M	73.14K	+20.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.75%	415.57K	235.41M	-13.79K	-3.21%
Jun 30, 2025	CREATIVE PLANNING	0.48%	263.81K	149.44M	-59.83K	-18.49%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.45%	249.02K	141.06M	4.63K	+1.89%
Jun 30, 2025	WASHINGTON TRUST CO	0.16%	88.26K	49.99M	-53	-0.06%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.16%	90.94K	51.52M	90.94K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	96.1K	4.6M	93.05K	+3,054.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	101.56K	57.53M	-5.28K	-4.94%
Jun 30, 2025	HILLS BANK & TRUST CO	0.22%	119.17K	67.51M	-1.19K	-0.99%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.22%	122.84K	69.59M	5.46K	+4.65%
Jun 30, 2025	CERITY PARTNERS LLC	0.23%	128.92K	73.04M	-3.16K	-2.40%
Jun 30, 2025	ARVEST BANK TRUST DIVISION	0.42%	231.92K	131.38M	772	+0.33%
Jun 30, 2025	HRT FINANCIAL LP	0.2%	108.92K	61.7M	105.96K	+3,580.97%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	106.07K	60.09M	-6.08K	-5.42%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.19%	105.49K	59.95M	-1.95K	-1.81%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.19%	104.84K	59.39M	-103.01K	-49.56%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.19%	104.2K	59.03M	104.2K	+100.00%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.25%	138.79K	245K	138.54K	+56,548.16%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	139.51K	79.03M	88.32K	+172.52%
Jun 30, 2025	TABLEAUX LLC	1.01%	561K	521.34K	561K	+100.00%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	5.05%	2.8M	1.33M	2.8M	+100.00%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.26%	143.57K	81.33M	1.98K	+1.40%
Jun 30, 2025	WELCH & FORBES LLC	0.31%	169.45K	95.99M	-437	-0.26%
Jun 30, 2025	CITADEL ADVISORS LLC	0.4%	221.2K	125.31B	-6.8K	-2.98%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.48%	264.97K	150.1B	10.8K	+4.25%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.57%	867.7K	491.53B	236.06K	+37.37%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.28%	1.26M	714.71M	-26.36K	-2.05%
Jun 30, 2025	MORGAN STANLEY	2.39%	1.32M	748.91B	270.49K	+25.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.04%	2.24M	1.27B	-15.72K	-0.70%
Jun 30, 2025	MARINER, LLC	0.19%	105.37K	59.69M	3.82K	+3.76%
Jun 30, 2025	BROWN ADVISORY INC	0.21%	118.72K	67.25M	543	+0.46%
Jun 30, 2025	FINEMARK NATIONAL BANK & TRUST	0.22%	122.01K	69.12M	-2.04K	-1.64%
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.22%	122.46K	69.4M	-95.52K	-43.82%
Jun 30, 2025	COLONY GROUP, LLC	0.15%	80.81K	45.78M	-2.34K	-2.82%
Jun 30, 2025	LAVACA CAPITAL LLC	0.2%	108.88K	67.27M	104.68K	+2,492.31%
Jun 30, 2025	WHITTIER TRUST CO	0.24%	132.65K	75.14M	-2.96K	-2.18%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.14%	78.37K	44.39M	2.69K	+3.55%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	172.01K	97.44M	2.53K	+1.49%
Jun 30, 2025	LPL FINANCIAL LLC	0.31%	172.21K	97.55M	14.18K	+8.97%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.37%	203.19K	115.1M	-55.65K	-21.50%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.39%	218.2K	123.61M	-4.72K	-2.12%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	224.68K	127.28M	7.32K	+3.37%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	80.95K	47.15M	-677	-0.83%
Jun 30, 2025	SQUAREPOINT OPS LLC	0.15%	82.48K	46.72M	48.15K	+140.22%
Mar 31, 2025	FINEMARK NATIONAL BANK & TRUST	0.22%	124.05K	66.18M	6	0.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.29%	158.04K	84.31M	-6.99K	-4.23%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.26%	141.59K	75.53M	1.33K	+0.94%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.44%	244.39K	130.37M	-2.9K	-1.17%
Mar 31, 2025	UBS GROUP AG	1.21%	671.79K	358.39M	-7.71K	-1.13%
Mar 31, 2025	ARVEST BANK TRUST DIVISION	0.42%	231.15K	123.31M	-3.36K	-1.43%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.31%	169.48K	90.41M	-1.45K	-0.85%
Mar 31, 2025	HANCOCK PROSPECTING PTY LTD	5.19%	2.88M	147.15M	2.88M	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.07%	2.25M	1.2B	170.8K	+8.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.66%	364.36K	194.38M	-127.3K	-25.89%
Mar 31, 2025	CREATIVE PLANNING	0.58%	323.64K	172.65M	75K	+30.17%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.47%	258.84K	138.08M	-4.32K	-1.64%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.46%	254.17K	135.6M	-6.15K	-2.36%
Mar 31, 2025	BROWN ADVISORY INC	0.21%	118.18K	63.05M	-3	0.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	217.37K	115.96M	-1.85K	-0.84%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.38%	207.85K	110.88M	-57.89K	-21.78%
Mar 31, 2025	SPX GESTAO DE RECURSOS LTDA	0.16%	86.7K	46.25M	-27.21K	-23.89%
Mar 31, 2025	COLONY GROUP, LLC	0.15%	83.16K	44.37M	-6.73K	-7.49%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.14%	631.64K	336.97M	-301.18K	-32.29%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.04%	576.64K	307.62M	20.48K	+3.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	553.94K	295.51M	-22.66K	-3.93%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.9%	498.94K	266.18M	-17.79K	-3.44%
Mar 31, 2025	JPMORGAN CHASE & CO	0.77%	429.37K	229.06M	28.17K	+7.02%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.32%	1.29M	687.13M	-82.35K	-6.01%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.44%	244.48K	130.42M	-10K	-3.93%
Mar 31, 2025	CITADEL ADVISORS LLC	0.4%	223.34K	119.15M	-172.14K	-43.53%
Mar 31, 2025	WELCH & FORBES LLC	0.31%	169.88K	90.63M	-1.96K	-1.14%
Mar 31, 2025	WHITTIER TRUST CO	0.24%	135.6K	72.34M	-2.4K	-1.74%
Mar 31, 2025	CERITY PARTNERS LLC	0.24%	132.09K	70.47M	30.48K	+29.99%
Mar 31, 2025	HILLS BANK & TRUST CO	0.22%	120.36K	64.21M	-255	-0.21%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.21%	117.38K	62.62M	4.71K	+4.18%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	114.69K	61.19M	111.56K	+3,560.77%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.2%	112.15K	59.83M	6.98K	+6.63%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.18%	102.11K	54.47M	78.9K	+339.83%
Mar 31, 2025	SANDY SPRING BANK	0.17%	92.03K	49.1M	-1.03K	-1.10%
Mar 31, 2025	WASHINGTON TRUST CO	0.16%	88.31K	47.11M	-4.33K	-4.67%
Mar 31, 2025	NORTHERN TRUST CORP	2.01%	1.12M	595.45M	2.14K	+0.19%
Mar 31, 2025	MORGAN STANLEY	1.9%	1.05M	560.98M	-75.71K	-6.72%
Mar 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.39%	217.98K	116.26M	-160.26K	-42.37%
Mar 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.4%	222.91K	118.92M	-1.05K	-0.47%
Mar 31, 2025	US BANCORP \DE\	1.87%	1.04M	552.5M	-10.31K	-0.99%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.63%	903.75K	482.13M	-2.39K	-0.26%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.34%	744.7K	397.28M	-12.03K	-1.59%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.57%	313.3K	167.14M	9K	+2.96%
Mar 31, 2025	MOORE CAPITAL MANAGEMENT, LP	0.66%	365.93K	195.21M	-161.08K	-30.56%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0.19%	107.44K	57.46M	-948	-0.87%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	106.83K	56.99M	3.63K	+3.52%
Mar 31, 2025	MARINER, LLC	0.18%	101.54K	54.16M	907	+0.90%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.4%	220.95K	400K	220.95K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	138.71K	77.18M	-2.12K	-1.51%
Mar 31, 2024	WHITTIER TRUST CO	0.25%	139.14K	77.42M	-3.12K	-2.20%
Mar 31, 2024	LPL FINANCIAL LLC	0.25%	139.24K	77.48M	-1.29K	-0.92%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.26%	144.21K	80.25M	-39.38K	-21.45%
Mar 31, 2024	WELCH & FORBES LLC	0.28%	153.69K	85.51M	-31.44K	-16.98%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.32%	175.9K	97.87M	-30.53K	-14.79%
Mar 31, 2024	CITIGROUP INC	0.34%	188.6K	104.94M	24.66K	+15.04%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.37%	206.27K	114.77M	3.29K	+1.62%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	209.4K	116.51M	-142.1K	-40.43%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.43%	240.37K	133.74M	-109.04K	-31.21%
Mar 31, 2024	CONSERVEST CAPITAL ADVISORS, INC.	0.44%	242.11K	134.71M	-13.13K	-5.14%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.88%	487.59K	271.49M	-2.37K	-0.48%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.03%	572.91K	318.77M	184.98K	+47.68%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.06%	588.72K	327.56M	67.95K	+13.05%
Mar 31, 2024	UBS GROUP AG	1.12%	621.74K	345.94M	9.8K	+1.60%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.4%	777.27K	432.47M	-4.43K	-0.57%
Mar 31, 2024	ROYAL BANK OF CANADA	1.42%	784.86K	436.7M	290.88K	+58.89%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	1.71%	950.26K	528.72M	-6.22K	-0.65%
Mar 31, 2024	US BANCORP \DE\	1.93%	1.07M	594.8M	-12.67K	-1.17%
Mar 31, 2024	NORTHERN TRUST CORP	2.01%	1.11M	620.12M	-36.18K	-3.14%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.46%	1.36M	758.12M	-114K	-7.72%
Mar 31, 2024	MORGAN STANLEY	2.95%	1.63M	909.58M	89.81K	+5.81%
Mar 31, 2024	DIVERGENT PLANNING, LLC	0.11%	60.06K	33.18M	2.6K	+4.53%
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.11%	61.85K	34.48M	-201	-0.32%
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.12%	64.78K	36.05M	-3.63K	-5.30%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.12%	64.9K	36.11M	-245	-0.38%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.12%	65.27K	36.31M	1.95K	+3.08%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.12%	65.35K	36.36M	-830	-1.25%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.12%	66.77K	37.15M	2.66K	+4.15%
Mar 31, 2024	PITTENGER & ANDERSON INC	0.12%	68.96K	38.37M	111	+0.16%
Mar 31, 2024	MARINER, LLC	0.18%	101.13K	56.26M	613	+0.61%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	101.18K	56.29M	101.18K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.46%	257.11K	143.05M	-8	0.00%
Mar 31, 2024	ARVEST TRUST CO N A	0.46%	257.44K	143.24M	-5.53K	-2.10%
Mar 31, 2024	CREATIVE PLANNING	0.48%	265.47K	147.71M	4.59K	+1.76%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.52%	289.87K	161.28M	142.89K	+97.22%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.64%	356.79K	198.52M	-43.09K	-10.78%
Mar 31, 2024	JPMORGAN CHASE & CO	0.67%	371.68K	206.8M	881	+0.24%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.35%	2.41M	1.34B	390.17K	+19.29%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.13%	73.4K	40.84M	23.7K	+47.69%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.13%	74.14K	40.56M	74.14K	+100.00%
Mar 31, 2024	PORTLAND GLOBAL ADVISORS LLC	0.13%	74.44K	41.42M	-4.48K	-5.68%
Mar 31, 2024	HYMAN CHARLES D	0.14%	76.74K	42.7M	1.04K	+1.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.14%	76.93K	42.8M	-58.57K	-43.23%
Mar 31, 2024	CERITY PARTNERS LLC	0.16%	90.17K	50.16M	-3.14K	-3.37%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.16%	90.85K	50.56M	-14.95K	-14.13%
Mar 31, 2024	SANDY SPRING BANK	0.17%	96.36K	53.61M	-3.23K	-3.24%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.18%	101.8K	56.64M	53.25K	+109.67%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.19%	102.99K	57.3M	-43.46K	-29.67%
Mar 31, 2024	WASHINGTON TRUST CO	0.19%	105.08K	58.47M	-2.29K	-2.13%
Mar 31, 2024	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.2%	108.5K	60.37M	0	0
Mar 31, 2024	MONTAG A & ASSOCIATES INC	0.2%	110.36K	61.52M	251	+0.23%
Mar 31, 2024	BROWN ADVISORY INC	0.21%	114.66K	63.8M	-346	-0.30%
Mar 31, 2024	HILLS BANK & TRUST CO	0.22%	121.16K	67.42M	-962	-0.79%
Mar 31, 2024	FINEMARK NATIONAL BANK & TRUST	0.23%	126.65K	70.47M	-825	-0.65%
Mar 31, 2024	WADDELL & ASSOCIATES, LLC	0.24%	134.87K	75.04M	-2.46K	-1.79%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.33%	183.59K	93.18M	-313	-0.17%
Dec 31, 2023	WELCH & FORBES LLC	0.33%	185.13K	93.93M	22.57K	+13.88%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.37%	202.98K	102.99M	-4.28K	-2.07%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.37%	206.43K	104.74M	18.41K	+9.79%
Dec 31, 2023	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.45%	249.88K	126.81M	181.6K	+265.96%
Dec 31, 2023	CONSERVEST CAPITAL ADVISORS, INC.	0.46%	255.23K	129.5M	310	+0.12%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.46%	257.11K	130.45M	3.72K	+1.47%
Dec 31, 2023	CREATIVE PLANNING	0.47%	260.88K	132.37M	-10.73K	-3.95%
Dec 31, 2023	ARVEST TRUST CO N A	0.47%	262.96K	133.42M	-5.31K	-1.98%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.26%	146.44K	74.3M	-476	-0.32%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.27%	146.97K	74.57M	1.34K	+0.92%
Dec 31, 2023	MARINER, LLC	0.18%	100.51K	51M	4.23K	+4.40%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.19%	105.79K	53.69M	-14.01K	-11.70%
Dec 31, 2023	WASHINGTON TRUST CO	0.19%	107.37K	54.48M	382	+0.36%
Dec 31, 2023	EMPLOYEES RETIREMENT SYSTEM OF TEXAS	0.2%	108.5K	55.05M	0	0
Dec 31, 2023	MONTAG A & ASSOCIATES INC	0.2%	110.11K	56.07M	398	+0.36%
Dec 31, 2023	IMC-CHICAGO, LLC	0.54%	298.99K	151.7B	298.99K	+100.00%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.63%	349.41K	177.28M	30.62K	+9.60%
Dec 31, 2023	JPMORGAN CHASE & CO	0.67%	370.8K	188.13M	136.77K	+58.44%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.7%	387.94K	196.83M	-145.36K	-27.26%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.72%	399.88K	202.89M	35.73K	+9.81%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.88%	489.97K	251.18M	-2.65K	-0.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.89%	493.98K	250.63M	220.59K	+80.69%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.94%	520.77K	264.23M	18.94K	+3.78%
Dec 31, 2023	UBS GROUP AG	1.1%	611.94K	310.49M	10.39K	+1.73%
Dec 31, 2023	CITIGROUP INC	0.3%	163.94K	83.18M	-20.72K	-11.22%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.41%	781.7K	396.62M	-10.2K	-1.29%
Dec 31, 2023		1.73%	956.48K	485.3M	956.48K	+100.00%
Dec 31, 2023	US BANCORP \DE\	1.95%	1.08M	548.82M	-11.06K	-1.01%
Dec 31, 2023	NORTHERN TRUST CORP	2.08%	1.15M	583.84M	-3.47K	-0.30%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.66%	1.48M	749.17M	21.82K	+1.50%
Dec 31, 2023	MORGAN STANLEY	2.79%	1.54M	783.87M	282.44K	+22.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.65%	2.02M	1.03B	-230.34K	-10.22%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	4.64%	2.57M	1.19B	33.19K	+1.31%
Dec 31, 2023	HYMAN CHARLES D	0.14%	75.7K	38.41M	-239	-0.31%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.14%	78.6K	39.88M	45.4K	+136.75%
Dec 31, 2023	PORTLAND GLOBAL ADVISORS LLC	0.14%	78.92K	40.04M	-2.3K	-2.83%
Dec 31, 2023	BESSEMER GROUP INC	0.15%	80.53K	40.86M	47.46K	+143.54%
Dec 31, 2023	SQUAREPOINT OPS LLC	0.16%	91.4K	46.37M	-73.3K	-44.51%
Dec 31, 2023	CERITY PARTNERS LLC	0.17%	93.31K	47.4M	22.13K	+31.08%
Dec 31, 2023	SANDY SPRING BANK	0.18%	99.58K	50.53M	1.09K	+1.10%
Dec 31, 2023	BROWN ADVISORY INC	0.21%	115.01K	58.35M	-2.4K	-2.04%
Dec 31, 2023	HILLS BANK & TRUST CO	0.22%	122.13K	61.96M	-19.69K	-13.89%
Dec 31, 2023	FINEMARK NATIONAL BANK & TRUST	0.23%	127.47K	64.68M	-1.81K	-1.40%
Dec 31, 2023	CITADEL ADVISORS LLC	0.24%	135.5K	68.75M	-189.4K	-58.30%
Dec 31, 2023	WADDELL & ASSOCIATES, LLC	0.25%	137.32K	69.94M	-548	-0.40%
Dec 31, 2023	LPL FINANCIAL LLC	0.25%	140.53K	71.3M	545	+0.39%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	140.83K	71.46M	-6.54K	-4.44%
Dec 31, 2023	WHITTIER TRUST CO	0.26%	142.27K	72.18M	-2.93K	-2.02%

Frequently Asked Questions