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

Who are the major shareholders selling PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in MINT by -17.66% restricting it's holding to 550.08 thousand shares of worth nearly $55.19M. ARCADIA INVESTMENT MANAGEMENT CORP/MI also lessened -8.53% of the MINT shares from its portfolio, reducing its holding to 155.31 thousand shares of worth $15.58M. MAINSAIL ASSET MANAGEMENT, LLC also shunned MINT shares holding by -23.86% last quarter which brought its holding to 152.85 thousand shares worth $15.34M.

Investors who are buying MINT stock?

As per its latest 13F filing, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased its stake in MINT by 1.74% in the last quarter. The institutional holder raised its holding to 433.3 thousand shares having worth more than $43.50M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 134.25% more shares of MINT to its portfolio, raising its holding to 775.64 thousand shares of worth $77.83M. MJP ASSOCIATES INC /ADV also increased its MINT shares holding by 4.27% which brought its holding to 819.46 thousand shares worth $82.22M.

MINT's major insiders: who are they?

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

Did an insider recently sell MINT stock?

Company executives, directors, and other insiders own N/A percent of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund's stock. Within the last six months, there have been 0 transaction(s) in which MINT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MINT stock?

There have been 0 transaction(s) during the past 6-months in which PIMCO Enhanced Short Maturity Active Exchange-Traded Fund insiders have bought stock, totalling 0 shares

How much of MINT does insiders own?

Around 0 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares are held by insiders, which represents about N/A of MINT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MINT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest institutional owner in MINT which holds 433.3 thousand shares worth $43.50M or 0.3% of the total MINT shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 550.08 thousand shares representing 0.37% of the MINT ownership. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the third largest stakeholder with 775.64 thousand shares or 0.53% of the ownership worth more than $77.83M.

Is PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 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 MINT is concerned, it is a stock which is optionable.

Is there a short position on MINT's shares?

Number of MINT 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 MINT shares are there?

As of today, null shares of MINT are outstanding.

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

MINT 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 MINT is null.

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) 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. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 433.3K shares valued at $43.50M. A 0.3% stake in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 550.08K shares valued at $55.19M, which translates its holding of 0.37% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	433.3K	43.5M	7.4K	+1.74%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	550.08K	55.19M	-117.94K	-17.66%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	775.64K	77.83M	444.53K	+134.25%
Dec 31, 2025	MJP ASSOCIATES INC /ADV	0.55%	819.46K	82.22M	33.55K	+4.27%
Dec 31, 2025	COLONY GROUP, LLC	0.74%	1.09M	109.81M	19.6K	+1.82%
Dec 31, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.11%	155.31K	15.58M	-14.49K	-8.53%
Dec 31, 2025	MAINSAIL ASSET MANAGEMENT, LLC	0.11%	152.85K	15.34M	-47.91K	-23.86%
Dec 31, 2025	WILLIAMS FINANCIAL, LLC	0.11%	158.13K	15.87M	158.13K	+100.00%
Dec 31, 2025	ROOF EIDAM & MAYCOCK/ADV	0.11%	163.53K	16.41M	39.83K	+32.20%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	165.26K	16.58M	3.74K	+2.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	269.36K	27.03M	69.93K	+35.06%
Dec 31, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.23%	327.8K	32.89M	-88.14K	-21.19%
Dec 31, 2025	JOHNSON FINANCIAL GROUP, LLC	0.81%	1.2M	120.31M	-86.55K	-6.73%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.08%	1.59M	159.25M	199.05K	+14.34%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.13%	197.45K	19.81M	-6.47K	-3.17%
Dec 31, 2025	CITIGROUP INC	0.14%	213.63K	21.44M	35.71K	+20.07%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.15%	217.44K	21.82M	26.43K	+13.84%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	346.14K	34.73M	22.1K	+6.82%
Dec 31, 2025	GAINPLAN LLC	0.35%	508.1K	50.98M	227.2K	+80.89%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.52%	756.03K	75.86M	14.7K	+1.98%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.53%	787.55K	79.02M	-1.64K	-0.21%
Dec 31, 2025	CWM, LLC	1.14%	1.68M	168.13M	20K	+1.21%
Dec 31, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.12%	166.97K	16.75M	11.7K	+7.54%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.12%	167.65K	16.82M	10.58K	+6.74%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.12%	182.01K	18.26B	7.55K	+4.32%
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.13%	185.57K	18.62M	11.27K	+6.47%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.13%	187.5K	18.81M	14.08K	+8.12%
Dec 31, 2025	PROVIDENCE FIRST TRUST CO	0.13%	191.52K	19.22M	38.5K	+25.16%
Dec 31, 2025	KWMG, LLC	0.13%	192.09K	19.27M	5.47K	+2.93%
Dec 31, 2025	STOKES CAPITAL ADVISORS, LLC	0.14%	198.62K	19.93M	67.96K	+52.01%
Dec 31, 2025	CERITY PARTNERS LLC	0.15%	228.42K	22.92M	109.52K	+92.10%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.16%	236.48K	23.73M	-3.29K	-1.37%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	260.43K	26.13M	25.14K	+10.69%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.18%	270.31K	27.12M	-13.43K	-4.73%
Dec 31, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	0.2%	301.34K	30.24M	-184.99K	-38.04%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.24%	345.68K	34.69M	-148.7K	-30.08%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.31%	454.38K	45.59M	-13.94K	-2.98%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.31%	463.42K	46.5M	127.07K	+37.78%
Dec 31, 2025	CREATIVE PLANNING	0.14%	211.93K	21.27M	-15.49K	-6.81%
Dec 31, 2025		0.15%	224.03K	22.48M	224.03K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	468.08K	46.97M	-429.25K	-47.84%
Dec 31, 2025	MARINER, LLC	0.35%	521.04K	52.28M	20.23K	+4.04%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.37%	536.01K	53.96M	-5.41K	-1.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.49%	730.39K	73.29M	110.01K	+17.73%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.54%	791.41K	79.41M	-39.53K	-4.76%
Dec 31, 2025	ADVISOR OS, LLC	0.57%	826.84K	82.97M	13.11K	+1.61%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.65%	960.52K	96.38M	36.47K	+3.95%
Dec 31, 2025	ROYAL BANK OF CANADA	0.74%	1.09M	109.29M	135.94K	+14.26%
Dec 31, 2025	UBS GROUP AG	1.87%	2.76M	277.26M	254.63K	+10.15%
Dec 31, 2025	LPL FINANCIAL LLC	2.75%	4.06M	407.82M	-8.65K	-0.21%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.06%	4.52M	453.08M	163.81K	+3.76%
Dec 31, 2025	MORGAN STANLEY	6.06%	8.95M	897.55M	-31.19K	-0.35%
Dec 31, 2025	ASSETMARK, INC	6.17%	8.95M	897.81M	587.08K	+7.02%
Dec 31, 2025	JPMORGAN CHASE & CO	22.48%	32.62M	3.27B	1.37M	+4.38%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.22%	317.61K	31.87M	11.52K	+3.76%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.22%	323K	32.41M	7.03K	+2.22%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	405.52K	40.69M	43.6K	+12.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	427.43K	42.89M	-113.37K	-20.96%
Dec 31, 2025	FAMILY MANAGEMENT CORP	0.3%	447.1K	44.86M	-91.24K	-16.95%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	135.01K	13.55M	16.49K	+13.91%
Dec 31, 2025	TD CAPITAL MANAGEMENT LLC	0.18%	255.77K	25.66M	-34.27K	-11.81%
Dec 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.63%	926.43K	92.96M	-6.67K	-0.71%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.1%	142.48K	14.3M	24.23K	+20.49%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.1%	153.93K	15.45M	-12.93K	-7.75%
Dec 31, 2025	COMERICA BANK	0.09%	134.53K	13.5M	301	+0.22%
Dec 31, 2025	COTTAGE STREET ADVISORS LLC	0.09%	136.17K	13.66M	24.2K	+21.61%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	398.03K	39.94M	-2.24K	-0.56%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.3%	430.53K	43.2M	-239.84K	-35.78%
Sep 30, 2025	MARINER, LLC	0.36%	500.81K	50.43M	44.41K	+9.73%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.13%	174.47K	17.57M	-117.53K	-40.25%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	540.81K	54.45M	4.27K	+0.80%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.39%	541.42K	54.34M	19K	+3.64%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.48%	670.36K	67.5M	-786.88K	-54.00%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.53%	741.33K	74.64M	16.1K	+2.22%
Sep 30, 2025	MJP ASSOCIATES INC /ADV	0.56%	785.9K	79.13M	108.64K	+16.04%
Sep 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.67%	933.1K	93.95M	13.14K	+1.43%
Sep 30, 2025	ROYAL BANK OF CANADA	0.68%	953.22K	95.98M	4.47K	+0.47%
Sep 30, 2025	COLONY GROUP, LLC	0.77%	1.07M	108.22M	-22.19K	-2.02%
Sep 30, 2025	CWM, LLC	1.19%	1.66M	166.7M	175.97K	+11.89%
Sep 30, 2025	UBS GROUP AG	1.8%	2.51M	252.59M	99.62K	+4.14%
Sep 30, 2025	ASSETMARK, INC	5.99%	8.36M	841.83M	614.02K	+7.93%
Sep 30, 2025	MORGAN STANLEY	6.43%	8.98M	903.82M	288.87K	+3.33%
Sep 30, 2025	CREATIVE PLANNING	0.16%	227.42K	22.9M	-2K	-0.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.57%	789.19K	79.46M	262.12K	+49.73%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	198.22K	19.96M	-37.48K	-15.90%
Sep 30, 2025	MOMENT PARTNERS, LLC	0.15%	204.42K	20.58M	-334	-0.16%
Sep 30, 2025	TD CAPITAL MANAGEMENT LLC	0.21%	290.04K	29.2M	-10.45K	-3.48%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.23%	324.05K	32.63M	33.46K	+11.51%
Sep 30, 2025	LEELYN SMITH, LLC	0.27%	375.49K	37.81M	5.11K	+1.38%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	400.27K	40.3M	44.8K	+12.60%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.34%	468.32K	47.15M	17.54K	+3.89%
Sep 30, 2025	LPL FINANCIAL LLC	2.92%	4.07M	410.11M	235.65K	+6.14%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.12%	4.35M	438.17M	239.85K	+5.83%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.22%	306.08K	30.82M	15.37K	+5.29%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.23%	315.98K	31.81M	70.95K	+28.96%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	331.11K	33.34M	-39.09K	-10.56%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	425.9K	42.76M	-8.59K	-1.98%
Sep 30, 2025	JFG WEALTH MANAGEMENT, LLC	0.44%	616.37K	62.06M	-34.5K	-5.30%
Sep 30, 2025	ADVISOR OS, LLC	0.58%	813.73K	81.93M	149.99K	+22.60%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	897.34K	90.36M	38.22K	+4.45%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	199.43K	20.08M	60.02K	+43.06%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.14%	191.02K	19.23M	49.43K	+34.91%
Sep 30, 2025	JPMORGAN CHASE & CO	22.39%	31.25M	3.15B	2.96M	+10.46%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	135.07K	13.6M	-30.86K	-18.60%
Sep 30, 2025	MGO ONE SEVEN LLC	0.1%	146.23K	14.72M	-4.65K	-3.08%
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0.11%	148.82K	14.98M	-24.61K	-14.19%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.11%	149.78K	15.08M	16.52K	+12.40%
Sep 30, 2025	PROVIDENCE FIRST TRUST CO	0.11%	153.02K	15.41M	6.63K	+4.53%
Sep 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.11%	155.27K	15.63M	14.83K	+10.56%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.11%	157.07K	15.81M	1.65K	+1.06%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	161.52K	16.26M	23.49K	+17.02%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.12%	166.86K	16.8M	96.01K	+135.52%
Sep 30, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.12%	169.8K	17.1M	-17.27K	-9.23%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.12%	173.42K	17.46M	6.71K	+4.02%
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.12%	174.3K	17.55M	743	+0.43%
Sep 30, 2025	FAMILY MANAGEMENT CORP	0.39%	538.34K	54.21M	-36.39K	-6.33%
Sep 30, 2025	CITIGROUP INC	0.13%	177.92K	17.91M	3.95K	+2.27%
Sep 30, 2025	KWMG, LLC	0.13%	186.62K	18.79M	9.03K	+5.08%
Sep 30, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	0.35%	486.33K	48.97M	1.41K	+0.29%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.35%	494.37K	49.78M	12.63K	+2.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	620.39K	62.47M	92.15K	+17.44%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	668.02K	67.26M	56.52K	+9.24%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.66%	924.05K	93.04M	73.47K	+8.64%
Sep 30, 2025	MAINSAIL ASSET MANAGEMENT, LLC	0.14%	200.76K	20.21M	200.76K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.15%	203.92K	20.53M	-1.32K	-0.64%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	235.28K	23.69M	9.06K	+4.00%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.17%	239.77K	24.14M	-407	-0.17%
Sep 30, 2025	GAINPLAN LLC	0.2%	280.89K	28.28M	280.89K	+100.00%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.2%	283.74K	28.57M	12.42K	+4.58%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.24%	333.34K	33.56M	332.03K	+25,423.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	1.39M	139.76M	-32.46K	-2.28%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.24%	336.36K	33.87M	137.55K	+69.19%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.34%	479.21K	28.54K	474.4K	+9,869.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	361.93K	36.44M	21.16K	+6.21%
Sep 30, 2025	JOHNSON FINANCIAL GROUP, LLC	0.92%	1.29M	129.45M	-332.74K	-20.56%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.6%	830.94K	83.67M	68.16K	+8.94%
Sep 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.3%	415.93K	41.88M	2.6K	+0.63%
Jun 30, 2025	TD CAPITAL MANAGEMENT LLC	0.22%	300.49K	30.21M	-13.01K	-4.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0.71%	948.75K	95.38M	185.07K	+24.23%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.34%	450.78K	45.32M	18.87K	+4.37%
Jun 30, 2025	ARCADIA INVESTMENT MANAGEMENT CORP/MI	0.14%	187.07K	18.81M	101.28K	+118.05%
Jun 30, 2025	PROVIDENCE FIRST TRUST CO	0.11%	146.39K	14.72M	-209	-0.14%
Jun 30, 2025		0.15%	204.75K	20.58M	933	+0.46%
Jun 30, 2025	ASSETMARK, INC	5.78%	7.75M	778.81M	361.97K	+4.90%
Jun 30, 2025	KWMG, LLC	0.13%	177.59K	17.85M	2.53K	+1.44%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.12%	166.71K	16.76M	2.18K	+1.32%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	139.41K	14.02M	-96.94K	-41.02%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.1%	138.7K	13.94M	-6.04K	-4.17%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.1%	138.03K	13.88M	-6.72K	-4.64%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.1%	133.26K	13.4M	-18.31K	-12.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	536.53K	53.94M	-177.13K	-24.82%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	528.24K	53.11M	52.62K	+11.06%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.36%	481.74K	48.43M	7.19K	+1.52%
Jun 30, 2025	JPMORGAN CHASE & CO	21.1%	28.29M	2.84B	621.79K	+2.25%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.07%	4.11M	413.38M	564.81K	+15.92%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.54%	725.22K	72.91M	25.08K	+3.58%
Jun 30, 2025	ADVISOR OS, LLC	0.49%	663.74K	66.73M	295.47K	+80.23%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.39%	527.07K	52.99M	-53.05K	-9.14%
Jun 30, 2025	JOHNSON FINANCIAL GROUP, LLC	1.21%	1.62M	162.7M	-6.69K	-0.41%
Jun 30, 2025	STOKES CAPITAL ADVISORS, LLC	0.14%	187.43K	18.84M	44.85K	+31.45%
Jun 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.13%	173.55K	17.45M	31.44K	+22.12%
Jun 30, 2025	MGO ONE SEVEN LLC	0.11%	150.88K	15.17M	110.44K	+273.08%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.11%	141.59K	14.23M	35.02K	+32.85%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.57%	762.79K	76.69M	480.18K	+169.92%
Jun 30, 2025	MJP ASSOCIATES INC /ADV	0.51%	677.27K	68.09M	315.57K	+87.25%
Jun 30, 2025	JFG WEALTH MANAGEMENT, LLC	0.49%	650.86K	65.43M	2.14K	+0.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	611.5K	61.48M	-112.29K	-15.51%
Jun 30, 2025	FAMILY MANAGEMENT CORP	0.43%	574.72K	57.78M	-86.62K	-13.10%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.13%	173.43K	17.44M	126.76K	+271.61%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.13%	172.87K	17.38M	-114.98K	-39.95%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	165.92K	16.68B	94.28K	+131.60%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.12%	155.42K	15.62M	8.61K	+5.86%
Jun 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.1%	139.23K	14M	88.86K	+176.38%
Jun 30, 2025	LPL FINANCIAL LLC	2.86%	3.84M	385.79M	256.83K	+7.17%
Jun 30, 2025	UBS GROUP AG	1.8%	2.41M	242.18M	283.01K	+13.31%
Jun 30, 2025	CWM, LLC	1.1%	1.48M	148.75M	-183.93K	-11.06%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.39%	522.42K	52.52M	21.3K	+4.25%
Jun 30, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	0.36%	484.92K	48.75M	-47.8K	-8.97%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	1.09%	1.46M	146.5M	-2.01M	-57.94%
Jun 30, 2025	MARINER, LLC	0.34%	456.4K	45.88M	69.33K	+17.91%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	434.49K	43.54M	-21.96K	-4.81%
Jun 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.31%	413.33K	41.55M	413.33K	+100.00%
Jun 30, 2025	LEELYN SMITH, LLC	0.28%	370.38K	37.24M	7.01K	+1.93%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	370.2K	37.22M	-277.36K	-42.83%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.27%	355.46K	35.74M	48.92K	+15.96%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	340.77K	34.26M	3.39K	+1.00%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.23%	313.94K	31.56M	16.76K	+5.64%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.22%	291.99K	29.36M	117.34K	+67.19%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.22%	290.72K	29.23M	7.1K	+2.50%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	290.59K	29.22M	-2.95K	-1.01%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.2%	271.32K	27.28M	5.8K	+2.18%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.18%	245.03K	24.63M	44.84K	+22.40%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.18%	240.17K	24.15M	116.12K	+93.61%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	235.71K	23.7M	159.47K	+209.18%
Jun 30, 2025	CREATIVE PLANNING	0.17%	229.42K	23.06M	-16.52K	-6.72%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	226.23K	22.74M	-16.82K	-6.92%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.15%	205.24K	20.63M	-6.09K	-2.88%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	198.81K	19.99M	79.12K	+66.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.06%	1.42M	142.81M	223.55K	+18.68%
Jun 30, 2025	COLONY GROUP, LLC	0.82%	1.1M	110.28M	5.13K	+0.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	859.11K	86.42M	425.02K	+97.91%
Jun 30, 2025	MORGAN STANLEY	6.48%	8.69M	873.39B	703.29K	+8.81%
Jun 30, 2025	MOMENT PARTNERS, LLC	0.15%	204.75K	20.58M	933	+0.46%
Jun 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.69%	919.96K	92.49M	221.76K	+31.76%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.63%	850.58K	85.51M	127.37K	+17.61%
Mar 31, 2025	LEELYN SMITH, LLC	0.28%	363.37K	36.56M	53.99K	+17.45%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	293.54K	29.54M	6.95K	+2.42%
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.22%	287.86K	28.96M	250.11K	+662.61%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.16%	211.33K	21.26M	12.91K	+6.51%
Mar 31, 2025	KRILOGY FINANCIAL LLC	0.38%	501.12K	50.42M	-33.91K	-6.34%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.24%	320.84K	32.28M	-94.9K	-22.83%
Mar 31, 2025		0.16%	203.82K	20.51M	12.1K	+6.31%
Mar 31, 2025	MARINER, LLC	0.3%	387.07K	38.95M	-148.22K	-27.69%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.33%	431.91K	43.46M	1.92K	+0.45%
Mar 31, 2025	TD CAPITAL MANAGEMENT LLC	0.24%	313.5K	31.54M	3.74K	+1.21%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	434.09K	43.69M	-67.79K	-13.51%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.36%	474.55K	47.75M	19.25K	+4.23%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	475.62K	47.86M	-3.68K	-0.77%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	713.66K	71.81M	154.09K	+27.54%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.87%	1.14M	115.04M	228.1K	+24.92%
Mar 31, 2025	CWM, LLC	1.27%	1.66M	167.38M	39.64K	+2.44%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.2%	265.52K	26.72M	5.93K	+2.28%
Mar 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.19%	253.62K	25.52M	253.62K	+100.00%
Mar 31, 2025	CREATIVE PLANNING	0.19%	245.93K	24.75M	-8.71K	-3.42%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.22%	282.6K	28.4M	-21.55K	-7.09%
Mar 31, 2025	MORGAN STANLEY	6.09%	7.98M	803.36M	227.55K	+2.93%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	1.2M	120.44M	46.39K	+4.03%
Mar 31, 2025	LPL FINANCIAL LLC	2.73%	3.58M	360.27M	590.46K	+19.75%
Mar 31, 2025	ASSETMARK, INC	5.64%	7.38M	743.04M	195.52K	+2.72%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	337.38K	33.95M	25.48K	+8.17%
Mar 31, 2025	MJP ASSOCIATES INC /ADV	0.28%	361.7K	36.39M	145.42K	+67.24%
Mar 31, 2025	ADVISOR OS, LLC	0.28%	368.27K	37.05M	143.33K	+63.72%
Mar 31, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	0.41%	532.72K	53.6M	-45.33K	-7.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.44%	580.12K	58.37M	68.42K	+13.37%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	647.56K	65.16M	32.01K	+5.20%
Mar 31, 2025	JFG WEALTH MANAGEMENT, LLC	0.5%	648.73K	65.27M	30.46K	+4.93%
Mar 31, 2025	JOHNSON FINANCIAL GROUP, LLC	1.24%	1.63M	163.51M	749.76K	+85.66%
Mar 31, 2025	JPMORGAN CHASE & CO	21.12%	27.67M	2.78B	3.8M	+15.94%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	236.35K	23.78M	119.56K	+102.36%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.71%	3.55M	356.9M	18.19K	+0.52%
Mar 31, 2025	HB WEALTH MANAGEMENT, LLC	2.64%	3.46M	348.6M	-10.93K	-0.31%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.53%	700.14K	70.45M	19.9K	+2.93%
Mar 31, 2025	UBS GROUP AG	1.62%	2.13M	213.91M	206.96K	+10.79%
Mar 31, 2025	TEMASEK HOLDINGS (PRIVATE) LTD	1.52%	1.99M	200.26M	1.99M	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	243.04K	24.46M	74.83K	+44.49%
Mar 31, 2025	COLONY GROUP, LLC	0.83%	1.09M	109.86M	263.9K	+31.87%
Mar 31, 2025	ROYAL BANK OF CANADA	0.58%	763.68K	76.84M	130.02K	+20.52%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	723.79K	72.83M	251.43K	+53.23%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.55%	723.21K	72.77M	116.72K	+19.25%
Mar 31, 2025	BRAMSHILL INVESTMENTS, LLC	0.53%	698.21K	70.25M	427.76K	+158.17%
Mar 31, 2025	FAMILY MANAGEMENT CORP	0.5%	661.34K	66.54M	24.91K	+3.91%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	456.45K	45.93M	53.98K	+13.41%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	306.55K	30.84M	-7.7K	-2.45%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.23%	297.18K	29.9M	34.91K	+13.31%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.22%	283.62K	28.54M	4.02K	+1.44%
Mar 31, 2024	MARINER, LLC	0.44%	516.26K	51.91M	70.45K	+15.80%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.53%	627.65K	63.1M	983	+0.16%
Mar 31, 2024	JFG WEALTH MANAGEMENT, LLC	0.56%	661.76K	66.53M	-30.59K	-4.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.57%	623.28K	62.68M	-240.86K	-27.87%
Mar 31, 2024	ROYAL BANK OF CANADA	0.58%	637.08K	64.05M	-29.59K	-4.44%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.16%	189.75K	19.08M	-2.15K	-1.12%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	260.79K	26.22M	260.79K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	252.99K	25.44M	10.4K	+4.29%
Mar 31, 2024	CREATIVE PLANNING	0.25%	277.24K	27.87M	-16.09K	-5.49%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.26%	291.39K	29.32M	-23.02K	-7.32%
Mar 31, 2024	MASON INVESTMENT ADVISORY SERVICES, INC.	0.58%	685.81K	68.95M	-17.8K	-2.53%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.48%	528.4K	53.13M	154.85K	+41.45%
Mar 31, 2024	UBS GROUP AG	1.72%	1.9M	190.64M	-217.19K	-10.28%
Mar 31, 2024	LPL FINANCIAL LLC	1.73%	1.91M	191.53M	334.53K	+21.30%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	2.16%	2.38M	238.97M	305.97K	+14.77%
Mar 31, 2024	MORGAN STANLEY	7.34%	8.08M	812.48M	369.43K	+4.79%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.14%	163.88K	16.44M	48.1K	+41.54%
Mar 31, 2024	MJP ASSOCIATES INC /ADV	0.14%	166.38K	16.73M	-291.47K	-63.66%
Mar 31, 2024	WHITTIER TRUST CO	0.15%	173.99K	17.49M	-23.67K	-11.97%
Mar 31, 2024	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.15%	179.55K	18.05M	179.55K	+100.00%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	0.16%	185.24K	18.62M	31.54K	+20.52%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.16%	190.54K	19.16M	-5.52K	-2.82%
Mar 31, 2024	CITIGROUP INC	0.17%	184.3K	18.53M	-11.11K	-5.69%
Mar 31, 2024	ADVISOR OS, LLC	0.18%	207.83K	20.9M	-350.04K	-62.75%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.19%	220.4K	22.16M	-78.44K	-26.25%
Mar 31, 2024	LEELYN SMITH, LLC	0.2%	230.38K	23.16M	17.77K	+8.36%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	232.46K	23.37M	-5.77K	-2.42%
Mar 31, 2024	MASON STREET ADVISORS, LLC	0.21%	245.5K	24.68M	0	0
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.21%	250.84K	25.22M	-16K	-6.00%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.32%	378.77K	38.08M	-3.43K	-0.90%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	359.61K	36.16M	-44.6K	-11.03%
Mar 31, 2024	TD CAPITAL MANAGEMENT LLC	0.34%	396.73K	39.89M	-27.12K	-6.40%
Mar 31, 2024	COLONY GROUP, LLC	0.59%	696.39K	70.02M	361.59K	+108.00%
Mar 31, 2024	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.82%	960.7K	96.59M	611.5K	+175.11%
Mar 31, 2024	CWM, LLC	1.63%	1.93M	193.6M	-146.59K	-7.07%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	0.22%	258.32K	25.97M	6.6K	+2.62%
Mar 31, 2024	CERITY PARTNERS LLC	0.28%	330.97K	33.28M	13.95K	+4.40%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.3%	357.87K	35.98M	-27.35K	-7.10%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.3%	335.48K	33.73M	5.67K	+1.72%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	341.35K	34.32M	-21K	-5.79%
Mar 31, 2024	JOHNSON FINANCIAL GROUP, LLC	0.67%	794.5K	79.88M	-287.57K	-26.58%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.71%	777.6K	78.18M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.78%	861.18K	86.58M	-343.62K	-28.52%
Mar 31, 2024	HB WEALTH MANAGEMENT, LLC	2.27%	2.67M	268.85M	261.05K	+10.82%
Mar 31, 2024	ASSETMARK, INC	4.66%	5.49M	552.06M	615K	+12.61%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	7.96%	8.76M	880.7M	510.08K	+6.18%
Mar 31, 2024	JPMORGAN CHASE & CO	15.83%	17.42M	1.75B	5.85M	+50.50%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	106.12K	10.67M	-18.47K	-14.83%
Mar 31, 2024	PROVIDENCE FIRST TRUST CO	0.1%	109.76K	11.04M	-12.26K	-10.04%
Mar 31, 2024	KRILOGY FINANCIAL LLC	0.1%	110.16K	11.08M	54.36K	+97.40%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.1%	111.38K	11.2M	101.45K	+1,021.73%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.11%	118.61K	11.93M	7.42K	+6.67%
Mar 31, 2024	KATHMERE CAPITAL MANAGEMENT, LLC	0.11%	124.97K	12.56M	-8.77K	-6.56%
Mar 31, 2024	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0.13%	142.74K	14.35M	9.18K	+6.87%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.14%	150.66K	15.15M	28.19K	+23.02%
Mar 31, 2024	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.14%	151.45K	15.23M	-4.22K	-2.71%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.14%	154.1K	15.49M	-15.06K	-8.90%
Mar 31, 2024	KWMG, LLC	0.15%	159.63K	16.05M	5.71K	+3.71%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.34%	404.83K	40.7M	108.6K	+36.66%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.4%	466.05K	46.72M	31.78K	+7.32%
Mar 31, 2024	FAMILY MANAGEMENT CORP	0.43%	507.73K	51.05M	103.69K	+25.66%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.33%	351.62K	35.09M	301.88K	+606.89%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.35%	373.55K	37.28M	-33.79K	-8.30%
Dec 31, 2023	FLAHARTY ASSET MANAGEMENT, LLC	0.36%	382.2K	38.14M	42.02K	+12.35%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.37%	385.21K	38.65M	290.94K	+308.61%
Dec 31, 2023	WADE G W & INC	0.37%	388.42K	38.76M	47.59K	+13.96%
Dec 31, 2023	FAMILY MANAGEMENT CORP	0.38%	404.04K	40.32M	52.72K	+15.01%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	404.21K	40.34M	38.71K	+10.59%
Dec 31, 2023	TD CAPITAL MANAGEMENT LLC	0.4%	423.84K	42.3M	-21.46K	-4.82%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.41%	434.27K	43.34M	425.95K	+5,115.85%
Dec 31, 2023	MARINER, LLC	0.42%	445.81K	44.49M	124K	+38.53%
Dec 31, 2023	MJP ASSOCIATES INC /ADV	0.43%	457.86K	45.69M	-39.73K	-7.98%
Dec 31, 2023	ADVISOR OS, LLC	0.53%	557.87K	55.67M	50.89K	+10.04%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.6%	626.67K	62.54B	-15.66K	-2.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.63%	666.67K	66.53M	-21K	-3.05%
Dec 31, 2023	JFG WEALTH MANAGEMENT, LLC	0.66%	692.35K	69.09M	-152.55K	-18.06%
Dec 31, 2023		0.32%	334.81K	33.41M	334.81K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.74%	777.6K	77.6M	272.2K	+53.86%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.8%	844.43K	84.27M	788.85K	+1,419.20%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	864.13K	86.24M	-110.54K	-11.34%
Dec 31, 2023	JANE STREET GROUP, LLC	0.88%	925.45K	92.35M	331.18K	+55.73%
Dec 31, 2023	JOHNSON FINANCIAL GROUP, LLC	1.03%	1.08M	107.98M	-123.81K	-10.27%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.14%	1.2M	120.23M	30.06K	+2.56%
Dec 31, 2023	LPL FINANCIAL LLC	1.49%	1.57M	156.72M	174.87K	+12.53%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	1.97%	2.07M	206.66M	121.6K	+6.24%
Dec 31, 2023	CWM, LLC	1.97%	2.07M	206.79M	-93.95K	-4.34%
Dec 31, 2023	UBS GROUP AG	2.01%	2.11M	210.89M	-35.14K	-1.64%
Dec 31, 2023	HB WEALTH MANAGEMENT, LLC	2.29%	2.41M	240.8M	214.49K	+9.76%
Dec 31, 2023	ASSETMARK, INC	4.63%	4.88M	486.57M	585.54K	+13.65%
Dec 31, 2023	MORGAN STANLEY	7.32%	7.71M	769.55M	-768.86K	-9.07%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	7.83%	8.25M	823.23M	688.63K	+9.11%
Dec 31, 2023	JPMORGAN CHASE & CO	10.99%	11.57M	1.15B	5.73M	+98.20%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.19%	196.06K	19.57M	-5.61K	-2.78%
Dec 31, 2023	WHITTIER TRUST CO	0.19%	197.66K	19.72M	-10.1K	-4.86%
Dec 31, 2023	LEELYN SMITH, LLC	0.2%	212.61K	21.22M	11.23K	+5.58%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0.21%	222.27K	4.8M	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	238.22K	23.77M	27.49K	+13.05%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.23%	242.59K	24.21M	-45.66K	-15.84%
Dec 31, 2023	MASON STREET ADVISORS, LLC	0.23%	245.5K	24.5M	0	0
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	0.24%	251.72K	25.12M	5.18K	+2.10%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.25%	266.84K	26.63M	-33.72K	-11.22%
Dec 31, 2023	CREATIVE PLANNING	0.28%	293.33K	29.27M	-184.35K	-38.59%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	296.24K	29.56M	-18.68K	-5.93%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.28%	298.84K	29.82M	-103.79K	-25.78%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.3%	314.41K	31.36M	8.81K	+2.88%
Dec 31, 2023	CERITY PARTNERS LLC	0.3%	317.02K	31.67M	172.19K	+118.90%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.31%	329.81K	32.91M	18.24K	+5.85%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.32%	333.72K	33.3B	333.72K	+100.00%
Dec 31, 2023	STATE OF TENNESSEE, TREASURY DEPARTMENT	0.33%	349.2K	34.85M	48.35K	+16.07%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.34%	362.34K	36.16M	-18.96K	-4.97%

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