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

Who are the major shareholders selling VanEck Morningstar Wide Moat ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in MOAT by -6.13% restricting it's holding to 539.05 thousand shares of worth nearly $56.04M. PRIVATE ADVISOR GROUP, LLC also lessened -32.65% of the MOAT shares from its portfolio, reducing its holding to 255.29 thousand shares of worth $26.54M. BROOKSTONE CAPITAL MANAGEMENT also shunned MOAT shares holding by -3.44% last quarter which brought its holding to 260.8 thousand shares worth $27.11M.

Investors who are buying MOAT stock?

As per its latest 13F filing, UNITED CAPITAL FINANCIAL ADVISERS, LLC increased its stake in MOAT by 0.93% in the last quarter. The institutional holder raised its holding to 617.02 thousand shares having worth more than $64.16M. GENEOS WEALTH MANAGEMENT INC. also added 1.86% more shares of MOAT to its portfolio, raising its holding to 257.81 thousand shares of worth $26.80M. NEWEDGE ADVISORS, LLC also increased its MOAT shares holding by 2.91% which brought its holding to 279.8 thousand shares worth $29.09M.

MOAT's major insiders: who are they?

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

Did an insider recently sell MOAT stock?

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

Which insider recently purchased MOAT stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Morningstar Wide Moat ETF insiders have bought stock, totalling 0 shares

How much of MOAT does insiders own?

Around 0 VanEck Morningstar Wide Moat ETF shares are held by insiders, which represents about N/A of MOAT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MOAT?

HIGHTOWER ADVISORS, LLC is the largest institutional owner in MOAT which holds 539.05 thousand shares worth $56.04M or 0.48% of the total MOAT shares outstanding followed by UNITED CAPITAL FINANCIAL ADVISERS, LLC with ownership of 617.02 thousand shares representing 0.55% of the MOAT ownership. PRIVATE ADVISOR GROUP, LLC is the third largest stakeholder with 255.29 thousand shares or 0.23% of the ownership worth more than $26.54M.

Is VanEck Morningstar Wide Moat 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 MOAT is concerned, it is a stock which is optionable.

Is there a short position on MOAT's shares?

Number of MOAT 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 MOAT shares are there?

As of today, null shares of MOAT are outstanding.

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

MOAT 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 MOAT is null.

VanEck Morningstar Wide Moat ETF (MOAT) 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. HIGHTOWER ADVISORS, LLC is the top corporate investor, holding 539.05K shares valued at $56.04M. A 0.48% stake in VanEck Morningstar Wide Moat ETF is owned by the company. UNITED CAPITAL FINANCIAL ADVISERS, LLC owns 617.02K shares valued at $64.16M, which translates its holding of 0.55% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.48%	539.05K	56.04M	-35.18K	-6.13%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.55%	617.02K	64.16M	5.67K	+0.93%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	255.29K	26.54M	-123.77K	-32.65%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.23%	257.81K	26.8M	4.72K	+1.86%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.23%	260.8K	27.11M	-9.28K	-3.44%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	265.94K	27.65M	-57.25K	-17.71%
Jun 30, 2026	BUTTONWOOD FINANCIAL ADVISORS INC.	0.24%	271.21K	28.19M	-3.14K	-1.15%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.25%	279.8K	29.09M	7.92K	+2.91%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.26%	283.81K	29.51M	4.09K	+1.46%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.26%	288.6K	30M	118.23K	+69.39%
Jun 30, 2026	PLANNED SOLUTIONS, INC.	0.26%	288.77K	30.02M	-2.72K	-0.93%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.26%	292.42K	30.4M	45.95K	+18.64%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.27%	305.59K	31.77M	-13.04K	-4.09%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.28%	309.77K	32.2M	-13.04K	-4.04%
Jun 30, 2026	ASSETMARK, INC	0.29%	326.98K	33.99M	41.91K	+14.70%
Jun 30, 2026	CERITY PARTNERS LLC	0.31%	345.58K	35.93M	-5.62K	-1.60%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	249.87K	25M	-34.8K	-12.22%
Jun 30, 2026	KELMAN-LAZAROV, INC.	0.51%	562.82K	58.51M	1.8K	+0.32%
Jun 30, 2026	FIRST FOUNDATION ADVISORS	0.53%	593.92K	61.74M	-149.49K	-20.11%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	596.67K	62.03M	-59.38K	-9.05%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.57%	637.26K	66.27M	-1.39K	-0.22%
Jun 30, 2026	SFMG, LLC	0.61%	681.43K	70.84M	9.14K	+1.36%
Jun 30, 2026	JNBA FINANCIAL ADVISORS	0.3%	338.93K	35.24M	-19.13K	-5.34%
Jun 30, 2026	STEPHENS INC /AR/	0.32%	361.14K	37.54M	-2.4K	-0.66%
Jun 30, 2026	SUMMIT ASSET MANAGEMENT, LLC	0.35%	391.24K	40.67M	4.25K	+1.10%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	410.18K	42.64M	-41.98K	-9.29%
Jun 30, 2026	G2 CAPITAL MANAGEMENT, LLC / OH	0.37%	413.52K	42.99M	9.04K	+2.23%
Jun 30, 2026	ANCORA ADVISORS, LLC	0.37%	414.63K	43.1M	23.27K	+5.95%
Jun 30, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.39%	430.7K	44.78M	25.23K	+6.22%
Jun 30, 2026	VERDE CAPITAL MANAGEMENT	0.62%	690.66K	71.8M	32.41K	+4.92%
Jun 30, 2026	UBS GROUP AG	0.65%	724.94K	75.36M	-213.52K	-22.75%
Jun 30, 2026	ROYAL BANK OF CANADA	0.76%	843.42K	87.68M	9.6K	+1.15%
Jun 30, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.76%	844.35K	87.78M	-21.66K	-2.50%
Jun 30, 2026	SOUTHERN FARM BUREAU LIFE INSURANCE	1%	1.11M	115.2M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	1.13M	117.49M	-213.76K	-15.91%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.04%	1.15M	119.93M	-4.33K	-0.37%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.22%	1.36M	140.27M	-18.32K	-1.33%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.7%	1.9M	197.03M	-208.37K	-9.91%
Jun 30, 2026	BOULAY FINANCIAL ADVISORS, LLC	2.06%	2.29M	237.82M	67.41K	+3.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.1%	2.33M	242.59M	-349.98K	-13.04%
Jun 30, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	2.38%	2.65M	275.24M	-27.8K	-1.04%
Jun 30, 2026	LPL FINANCIAL LLC	4.7%	5.23M	543.28M	-604.43K	-10.37%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.76%	5.29M	550.09M	-441.16K	-7.70%
Jun 30, 2026	MORGAN STANLEY	5.15%	5.73M	595.33M	-310.35K	-5.14%
Jun 30, 2026	ETESIAN WEALTH ADVISORS, INC.	0.17%	186.6K	19.4M	-9.76K	-4.97%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.17%	192.36K	20M	-13.45K	-6.53%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.17%	194.61K	20.23M	12K	+6.57%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.42%	465.55K	48.4M	-87.04K	-15.75%
Jun 30, 2026	ALTUS WEALTH GROUP LLC	0.18%	197.07K	20.49M	996	+0.51%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.18%	204.17K	21.23M	9.96K	+5.13%
Jun 30, 2026	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.19%	207.8K	21.6M	3.86K	+1.89%
Jun 30, 2026	BERKSHIRE MONEY MANAGEMENT, INC.	0.19%	213.87K	22.23M	-1.29K	-0.60%
Jun 30, 2026	CREATIVE PLANNING	0.19%	213.91K	22.24M	-18.5K	-7.96%
Jun 30, 2026		0.2%	220.05K	22.88M	13.75K	+6.66%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.2%	220.42K	22.92M	1.04K	+0.47%
Jun 30, 2026	CEERA INVESTMENTS, LLC	0.22%	243.56K	25.32M	-150.02K	-38.12%
Jun 30, 2026	ETHOS FINANCIAL GROUP, LLC	0.22%	246.85K	26.64M	42.92K	+21.05%
Jun 30, 2026	APRIEM ADVISORS	0.43%	473.73K	49.25M	-68.8K	-12.68%
Jun 30, 2026	CAHILL FINANCIAL ADVISORS INC	0.43%	476.25K	49.51M	-3.02K	-0.63%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.43%	477.92K	49.68M	-4.48K	-0.93%
Jun 30, 2026	HARBOR GROUP, INC.	0.45%	500.93K	52.08M	16.31K	+3.36%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.48%	528.92K	55M	-74.11K	-12.29%
Jun 30, 2026	LEELYN SMITH, LLC	0.48%	529.24K	55.02M	17.63K	+3.45%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.29%	323.19K	31.25M	-181.4K	-35.95%
Mar 31, 2026	JNBA FINANCIAL ADVISORS	0.33%	358.07K	34.63M	-16.54K	-4.41%
Mar 31, 2026	CEERA INVESTMENTS, LLC	0.36%	393.57K	38.06M	-40.84K	-9.40%
Mar 31, 2026	G2 CAPITAL MANAGEMENT, LLC / OH	0.37%	404.48K	39.11M	4.79K	+1.20%
Mar 31, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.37%	405.47K	39.21M	9.82K	+2.48%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	452.16K	43.72M	-64.53K	-12.49%
Mar 31, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.43%	471.31K	46.59M	-12.41K	-2.57%
Mar 31, 2026	CAHILL FINANCIAL ADVISORS INC	0.44%	479.27K	46.34M	-86.29K	-15.26%
Mar 31, 2026	MARINER, LLC	0.25%	278.67K	26.95M	107.83K	+63.12%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.44%	482.4K	46.65M	6.75K	+1.42%
Mar 31, 2026	HARBOR GROUP, INC.	0.44%	484.62K	46.86M	12.74K	+2.70%
Mar 31, 2026	LEELYN SMITH, LLC	0.47%	511.61K	49.47M	20.19K	+4.11%
Mar 31, 2026	APRIEM ADVISORS	0.49%	542.53K	52.46M	29.29K	+5.71%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.5%	552.59K	53.44M	59.58K	+12.08%
Mar 31, 2026	KELMAN-LAZAROV, INC.	0.51%	561.03K	54.25M	5.01K	+0.90%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.51%	603.03K	58.38M	-328.48K	-35.26%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.52%	574.22K	55.53M	-4.26K	-0.74%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.56%	611.35K	59.13M	14.96K	+2.51%
Mar 31, 2026	CWM, LLC	0.57%	624.89K	60.43M	-21.67K	-3.35%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.58%	638.65K	61.78M	55.35K	+9.49%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	656.05K	63.44M	-32.34K	-4.70%
Mar 31, 2026	VERDE CAPITAL MANAGEMENT	0.6%	658.25K	63.65M	31.93K	+5.10%
Mar 31, 2026	SFMG, LLC	0.61%	672.29K	65.01M	31.47K	+4.91%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	0.68%	743.41K	71.89M	-17.12K	-2.25%
Mar 31, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.79%	866.01K	83.74M	-25.3K	-2.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.05%	1.16M	111.98M	-13.41K	-1.15%
Mar 31, 2026	UBS GROUP AG	0.85%	938.46K	90.75M	-168.03K	-15.19%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.22%	1.34M	129.95M	-25.3K	-1.85%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.25%	1.38M	129.99M	139.69K	+11.28%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.92%	2.1M	203.42M	-188.76K	-8.23%
Mar 31, 2026	ROYAL BANK OF CANADA	0.76%	833.83K	80.63M	81.55K	+10.84%
Mar 31, 2026	RICHMOND INVESTMENT SERVICES, LLC	0.28%	302.92K	29.29M	6.94K	+2.35%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.29%	318.63K	30.81M	-147.99K	-31.72%
Mar 31, 2026	STEPHENS INC /AR/	0.33%	363.55K	35.15M	-11.85K	-3.16%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.35%	379.06K	36.66M	-16.27K	-4.11%
Mar 31, 2026	BOULAY FINANCIAL ADVISORS, LLC	2.02%	2.22M	214.69M	87.51K	+4.10%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.44%	2.68M	259.49M	-352.03K	-11.60%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	2.44%	2.68M	258.7M	690.77K	+34.81%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.22%	5.73M	554.34M	-310.85K	-5.14%
Mar 31, 2026	LPL FINANCIAL LLC	5.31%	5.83M	563.79M	-753.35K	-11.44%
Mar 31, 2026	MORGAN STANLEY	5.5%	6.04M	583.77M	-377.68K	-5.89%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.25%	279.72K	27.05M	-16.4K	-5.54%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.24%	270.08K	26.12M	-8.97K	-3.21%
Mar 31, 2026	BUTTONWOOD FINANCIAL ADVISORS INC.	0.24%	274.35K	26.53M	-12.86K	-4.48%
Mar 31, 2026	ASSETMARK, INC	0.26%	285.07K	27.57M	5.56K	+1.99%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	284.66K	26.2M	-70.75K	-19.91%
Mar 31, 2026	PLANNED SOLUTIONS, INC.	0.27%	291.49K	28.19M	-254	-0.09%
Mar 31, 2026	SUMMIT ASSET MANAGEMENT, LLC	0.35%	386.99K	37.42M	4.93K	+1.29%
Mar 31, 2026	ANCORA ADVISORS, LLC	0.36%	391.35K	37.84M	36.19K	+10.19%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.18%	205.8K	19.9M	2.31K	+1.13%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	213.76K	20.67M	2.56K	+1.21%
Mar 31, 2026	BERKSHIRE MONEY MANAGEMENT, INC.	0.19%	215.16K	20.81M	2.54K	+1.20%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	219.38K	21.21M	5.6K	+2.62%
Mar 31, 2026	CREATIVE PLANNING	0.2%	232.41K	22.47M	17.81K	+8.30%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.2%	234.29K	22.66M	27.01K	+13.03%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	235.84K	22.81M	5.8K	+2.52%
Mar 31, 2026	VIRTUS WEALTH SOLUTIONS LLC	0.21%	248.07K	23.99M	-4.47K	-1.77%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.22%	253.09K	24.47M	-8.55K	-3.27%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.23%	265.63K	25.69M	10.78K	+4.23%
Mar 31, 2026	SOUTHERN FARM BUREAU LIFE INSURANCE	1.01%	1.11M	107.16M	0	0
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.29%	322.81K	31.22M	-343.03K	-51.52%
Mar 31, 2026	CERITY PARTNERS LLC	0.32%	351.2K	33.96M	10.44K	+3.06%
Dec 31, 2025	HARBOR GROUP, INC.	0.38%	471.89K	48.87M	23.93K	+5.34%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	257.5K	26.67M	-676	-0.26%
Dec 31, 2025	MORGAN STANLEY	5.23%	6.41M	664.29M	-201.03K	-3.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.93%	6.04M	625.85M	-240.17K	-3.82%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.87%	2.29M	237.4M	-29.64K	-1.28%
Dec 31, 2025	UBS GROUP AG	0.9%	1.11M	114.59M	131.32K	+13.47%
Dec 31, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	0.89%	1.11M	114.72M	262.94K	+31.12%
Dec 31, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.71%	891.31K	92.3M	-21.57K	-2.36%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.61%	760.53K	78.76M	-39.29K	-4.91%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.54%	665.83K	68.95M	-128.78K	-16.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	578.48K	59.91M	-25.4K	-4.21%
Dec 31, 2025	CAHILL FINANCIAL ADVISORS INC	0.46%	565.56K	47.65M	120.01K	+26.93%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.45%	556.02K	57.58M	4.86K	+0.88%
Dec 31, 2025	APRIEM ADVISORS	0.42%	513.24K	53.15M	19.42K	+3.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.41%	504.59K	52.25M	13.32K	+2.71%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	493.01K	51.06M	-97.92K	-16.57%
Dec 31, 2025	SUMMIT ASSET MANAGEMENT, LLC	0.31%	382.06K	39.57M	4.75K	+1.26%
Dec 31, 2025	CERITY PARTNERS LLC	0.28%	340.76K	35.29M	3.99K	+1.18%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.24%	296.12K	30.67M	975	+0.33%
Dec 31, 2025	BUTTONWOOD FINANCIAL ADVISORS INC.	0.23%	287.21K	29.74M	-11.35K	-3.80%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.23%	279.05K	28.9M	-27.17K	-8.87%
Dec 31, 2025	ASSETMARK, INC	0.22%	279.51K	28.95M	-3.18K	-1.12%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.21%	261.64K	27.1M	-33.54K	-11.36%
Dec 31, 2025	BOULAY FINANCIAL ADVISORS, LLC	1.74%	2.13M	220.86M	13.33K	+0.63%
Dec 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	1.59%	1.98M	205.52M	-642.79K	-24.47%
Dec 31, 2025	SFMG, LLC	0.51%	640.81K	66.36M	9.7K	+1.54%
Dec 31, 2025	VERDE CAPITAL MANAGEMENT	0.5%	626.32K	64.86M	18.45K	+3.04%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	583.3K	60.43M	-158.6K	-21.38%
Dec 31, 2025	LEELYN SMITH, LLC	0.39%	491.43K	50.89M	2.69K	+0.55%
Dec 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.32%	395.65K	40.97M	-15.76K	-3.83%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	1.37M	141.79M	-183.57K	-11.82%
Dec 31, 2025	STEPHENS INC /AR/	0.3%	375.4K	38.88M	1.7K	+0.45%
Dec 31, 2025	JNBA FINANCIAL ADVISORS	0.3%	374.6K	38.79M	-8.19K	-2.14%
Dec 31, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.24%	295.97K	30.65M	-2.15K	-0.72%
Dec 31, 2025	PLANNED SOLUTIONS, INC.	0.23%	291.74K	30.21M	-6.95K	-2.33%
Dec 31, 2025	CWM, LLC	0.53%	646.56K	66.96M	-35.72K	-5.24%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	516.69K	53.51M	1.27K	+0.25%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	355.41K	37.82M	-37.51K	-9.55%
Dec 31, 2025	LPL FINANCIAL LLC	5.38%	6.58M	681.8M	180.97K	+2.83%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	211.19K	21.87M	3.77K	+1.82%
Dec 31, 2025	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.17%	214.65K	22.23M	-4.66K	-2.12%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	213.78K	22.14M	2.48K	+1.17%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.96%	1.17M	121.31M	-52.07K	-4.26%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.76%	931.51K	96.46M	-138.43K	-12.94%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	688.39K	71.29M	-18.15K	-2.57%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.49%	596.4K	61.75M	596.4K	+100.00%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.29%	355.17K	36.78M	42.95K	+13.76%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.01%	1.24M	128.3M	137.63K	+12.50%
Dec 31, 2025	ROYAL BANK OF CANADA	0.61%	752.27K	77.91M	2.78K	+0.37%
Dec 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.39%	483.73K	50.08M	-2.21K	-0.45%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	466.62K	48.32M	-43.92K	-8.60%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.38%	475.66K	49.26M	14.47K	+3.14%
Dec 31, 2025	CEERA INVESTMENTS, LLC	0.35%	434.41K	44.99M	-33.63K	-7.19%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	395.33K	40.94M	-2.47K	-0.62%
Dec 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.32%	399.69K	41.39M	12.23K	+3.16%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.2%	256K	26.51M	-24K	-8.57%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	254.84K	26.39M	3.96K	+1.58%
Dec 31, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.2%	252.53K	26.15M	-9.77K	-3.72%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.19%	235.64K	24.4M	6.18K	+2.69%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.18%	218.97K	22.68M	16.51K	+8.16%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.17%	212.04K	21.96M	-4.28K	-1.98%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.17%	211.9K	21.94M	-15.36K	-6.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.48%	3.04M	314.36M	-179.59K	-5.59%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.22%	280K	27.75M	-104K	-27.08%
Sep 30, 2025	VERDE CAPITAL MANAGEMENT	0.48%	607.87K	60.25M	20K	+3.40%
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.43%	551.17K	54.63M	3.64K	+0.66%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	510.54K	50.6M	-41.18K	-7.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	491.28K	48.69M	2.73K	+0.56%
Sep 30, 2025	CEERA INVESTMENTS, LLC	0.37%	468.05K	46.39M	-43.93K	-8.58%
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.36%	461.19K	45.71M	2.49K	+0.54%
Sep 30, 2025	HARBOR GROUP, INC.	0.35%	447.96K	44.4M	11.47K	+2.63%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.32%	411.41K	40.77M	-247.14K	-37.53%
Sep 30, 2025	JNBA FINANCIAL ADVISORS	0.3%	382.79K	37.94M	-8.82K	-2.25%
Sep 30, 2025	SUMMIT ASSET MANAGEMENT, LLC	0.3%	377.31K	37.4M	2.28K	+0.61%
Sep 30, 2025	STEPHENS INC /AR/	0.29%	373.7K	37.04M	-18.13K	-4.63%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.25%	312.22K	30.94M	-6.08K	-1.91%
Sep 30, 2025	BUTTONWOOD FINANCIAL ADVISORS INC.	0.23%	298.56K	29.59M	31.31K	+11.72%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	0.23%	298.13K	29.55M	-14.77K	-4.72%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.23%	295.18K	29.26M	-21.36K	-6.75%
Sep 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	0.21%	262.3K	26M	-5.58K	-2.08%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.2%	250.89K	24.87M	3.13K	+1.26%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.18%	229.46K	22.74M	-663	-0.29%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	227.42K	22.54M	-196	-0.09%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.18%	227.25K	22.52M	-16.36K	-6.71%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.17%	221.25K	21.93M	-852	-0.38%
Sep 30, 2025	BEAUMONT ASSET MANAGEMENT, L.L.C.	0.17%	219.3K	21.73M	-13.63K	-5.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.17%	214.65K	21.27M	5.31K	+2.53%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	211.31K	20.94M	6.07K	+2.96%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.24%	306.22K	30.35M	-22.26K	-6.78%
Sep 30, 2025	CERITY PARTNERS LLC	0.26%	336.77K	33.38M	1.33K	+0.40%
Sep 30, 2025	SFMG, LLC	0.5%	631.12K	62.55M	14.93K	+2.42%
Sep 30, 2025	LPL FINANCIAL LLC	5.03%	6.4M	634.57M	-158.11K	-2.41%
Sep 30, 2025	MORGAN STANLEY	5.19%	6.62M	655.67M	-167.93K	-2.48%
Sep 30, 2025	PLANNED SOLUTIONS, INC.	0.23%	298.68K	29.6M	-5.2K	-1.71%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	392.92K	39.32M	-5.32K	-1.33%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.23%	295.15K	29.25M	-62.83K	-17.55%
Sep 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.38%	485.94K	49.06M	-14.07K	-2.81%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	397.79K	39.43M	-14.41K	-3.50%
Sep 30, 2025	UBS GROUP AG	0.77%	975.16K	96.65M	-407.76K	-29.49%
Sep 30, 2025	APRIEM ADVISORS	0.39%	493.82K	48.94M	32.83K	+7.12%
Sep 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.35%	445.55K	44.16M	-3.25K	-0.72%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	515.42K	51.08M	-30.34K	-5.56%
Sep 30, 2025	APEXIUM FINANCIAL, LP	0.46%	588.01K	58.28M	2.9K	+0.50%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	590.93K	58.57M	-125.02K	-17.46%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	603.88K	59.85M	-863	-0.14%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.63%	799.82K	79.27M	-76.48K	-8.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.93%	6.28M	622.76M	-504.26K	-7.43%
Sep 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.3%	387.46K	38.4M	12.13K	+3.23%
Sep 30, 2025	ASSETMARK, INC	0.22%	282.68K	28.02M	-8.5K	-2.92%
Sep 30, 2025	LEELYN SMITH, LLC	0.38%	488.74K	48.44M	5.24K	+1.08%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	706.54K	70.03M	-30.58K	-4.15%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.82%	2.32M	230.14M	-84.58K	-3.51%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	2.06%	2.63M	260.39M	-41.25K	-1.55%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.52%	3.22M	318.65M	-622.24K	-16.22%
Sep 30, 2025	BOULAY FINANCIAL ADVISORS, LLC	1.66%	2.12M	210.05M	41.02K	+1.97%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.22%	1.55M	153.89M	-246.47K	-13.70%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.96%	1.22M	121.26M	611.27K	+99.85%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.86%	1.1M	108.28M	108.07K	+10.88%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.84%	1.07M	106.09M	-55.81K	-4.96%
Sep 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.72%	912.88K	90.48M	-5.82K	-0.63%
Sep 30, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	0.66%	845.03K	83.78M	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.62%	794.62K	78.73M	750.24K	+1,690.48%
Sep 30, 2025	ROYAL BANK OF CANADA	0.59%	749.49K	74.28M	-15.58K	-2.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	741.9K	73.14M	134.75K	+22.19%
Sep 30, 2025	CWM, LLC	0.54%	682.28K	67.62M	-200.61K	-22.72%
Jun 30, 2025	LEELYN SMITH, LLC	0.37%	483.5K	45.35M	-4.94K	-1.01%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.38%	488.54K	45.82M	-13.68K	-2.72%
Jun 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.39%	500K	48.43M	-2.97K	-0.59%
Jun 30, 2025	CEERA INVESTMENTS, LLC	0.4%	511.98K	48.02M	-11.39K	-2.18%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.28%	357.98K	33.57M	6.2K	+1.76%
Jun 30, 2025	SUMMIT ASSET MANAGEMENT, LLC	0.29%	375.03K	35.17M	2.04K	+0.55%
Jun 30, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.29%	375.33K	35.2M	8.71K	+2.37%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.3%	384K	36.02M	0	0
Jun 30, 2025	JNBA FINANCIAL ADVISORS	0.3%	391.61K	36.73M	-257.9K	-39.71%
Jun 30, 2025	ROYAL BANK OF CANADA	0.59%	765.07K	71.76M	-239.59K	-23.85%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.68%	876.29K	82.19M	-191.62K	-17.94%
Jun 30, 2025	APEXIUM FINANCIAL, LP	0.45%	585.1K	54.88M	6.98K	+1.21%
Jun 30, 2025	VERDE CAPITAL MANAGEMENT	0.45%	587.87K	55.14M	28.41K	+5.08%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.32%	412.2K	38.66M	-63.3K	-13.31%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	545.76K	51.19M	-366.74K	-40.19%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.39%	1.8M	168.75M	-309.99K	-14.70%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.42%	547.53K	51.35M	10.45K	+1.95%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.43%	551.72K	51.75M	-51.56K	-8.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	604.74K	56.72M	-12.5K	-2.03%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.47%	611.63K	30.28M	570.5K	+1,386.96%
Jun 30, 2025	HARBOR GROUP, INC.	0.34%	436.49K	40.94M	27.02K	+6.60%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	607.16K	56.96M	-107.85K	-15.08%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	715.95K	67.15M	62.51K	+9.57%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	737.12K	69.14M	-67.99K	-8.44%
Jun 30, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	0.65%	845.03K	79.29M	0	0
Jun 30, 2025	CWM, LLC	0.68%	882.89K	82.81M	-239.34K	-21.33%
Jun 30, 2025		0.71%	918.7K	86.16M	-195.96K	-17.58%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.77%	993.18K	93.01M	110.41K	+12.51%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.87%	1.13M	105.68M	-336.86K	-23.03%
Jun 30, 2025	UBS GROUP AG	1.07%	1.38M	129.7M	281.26K	+25.53%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.86%	2.41M	225.72M	-170.05K	-6.60%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	2.06%	2.67M	250.28M	-77.87K	-2.84%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.96%	3.84M	359.9M	-667.77K	-14.82%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.47%	612.18K	57.42M	-194.47K	-24.11%
Jun 30, 2025	SFMG, LLC	0.48%	616.18K	57.79M	12.59K	+2.09%
Jun 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.51%	658.55K	61.76M	39.72K	+6.42%
Jun 30, 2025	EMPLOYEES' RETIREMENT FUND OF THE CITY OF FORT WORTH	0.51%	661.87K	58.24M	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	398.23K	38.57M	-134.6K	-25.26%
Jun 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.35%	448.8K	42.09M	-4.93K	-1.09%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.6%	774.22K	72.61M	-43.83K	-5.36%
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.35%	458.7K	43.02M	-75.51K	-14.14%
Jun 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.71%	918.7K	86.16M	-195.96K	-17.58%
Jun 30, 2025	BOULAY FINANCIAL ADVISORS, LLC	1.61%	2.08M	194.93M	268.84K	+14.86%
Jun 30, 2025	LPL FINANCIAL LLC	5.07%	6.56M	615.34M	-425.37K	-6.09%
Jun 30, 2025	MORGAN STANLEY	5.24%	6.78M	636.22M	-1.05M	-13.39%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.24%	6.79M	636.63M	-438.57K	-6.07%
Jun 30, 2025	STEPHENS INC /AR/	0.3%	391.83K	36.75M	-6.75K	-1.69%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.24%	316.54K	29.69M	23.5K	+8.02%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.25%	318.29K	29.85M	18.96K	+6.33%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.25%	328.48K	30.81M	-548.07K	-62.53%
Jun 30, 2025	CERITY PARTNERS LLC	0.26%	335.45K	31.46M	-4.18K	-1.23%
Jun 30, 2025	APRIEM ADVISORS	0.36%	461K	43.24M	111.31K	+31.83%
Mar 31, 2025	EMPLOYEES' RETIREMENT FUND OF THE CITY OF FORT WORTH	0.48%	661.87K	58.24M	0	0
Mar 31, 2025	SOUTHERN FARM BUREAU LIFE INSURANCE	0.62%	845.03K	74.34M	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.64%	876.55K	77.14M	-19.71K	-2.20%
Mar 31, 2025	ROYAL BANK OF CANADA	0.73%	1M	88.41M	-134.34K	-11.79%
Mar 31, 2025		0.81%	1.11M	98.09M	-24.02K	-2.11%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.06%	1.46M	128.79M	-555.11K	-27.51%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.54%	2.11M	185.61M	-86.24K	-3.93%
Mar 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	2%	2.75M	241.69M	-753.61K	-21.53%
Mar 31, 2025	APRIEM ADVISORS	0.25%	349.68K	30.77M	123.03K	+54.28%
Mar 31, 2025	HARBOR GROUP, INC.	0.3%	409.47K	36.03M	27.6K	+7.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.37%	502.23K	44.2M	-26	-0.01%
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.39%	534.21K	47.01M	9.65K	+1.84%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.6%	818.05K	71.99M	-51.79K	-5.95%
Mar 31, 2025	FIRST FOUNDATION ADVISORS	0.78%	1.07M	93.98M	-33.03K	-3.00%
Mar 31, 2025	UBS GROUP AG	0.8%	1.1M	96.95M	-798.55K	-42.02%
Mar 31, 2025	CWM, LLC	0.82%	1.12M	98.76M	-95.49K	-7.84%
Mar 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.37%	502.97K	39.49M	5.37K	+1.08%
Mar 31, 2025	JNBA FINANCIAL ADVISORS	0.47%	649.5K	57.16M	-170.93K	-20.83%
Mar 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.64%	881.21K	77.55M	29.8K	+3.50%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.45%	617.24K	54.32M	-155.73K	-20.15%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.26%	351.78K	30.96M	19.07K	+5.73%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	532.83K	46.89M	-1.07K	-0.20%
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.39%	537.08K	47.26M	11.55K	+2.20%
Mar 31, 2025	G2 CAPITAL MANAGEMENT, LLC / OH	0.27%	366.63K	32.26M	11.65K	+3.28%
Mar 31, 2025	SUMMIT ASSET MANAGEMENT, LLC	0.27%	372.99K	32.82M	5.83K	+1.59%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.28%	384K	33.73M	-16K	-4.00%
Mar 31, 2025	STEPHENS INC /AR/	0.29%	398.58K	35.08M	-9.14K	-2.24%
Mar 31, 2025	TTP INVESTMENTS, INC.	0.31%	432.22K	38.04M	-103.9K	-19.38%
Mar 31, 2025	CAHILL FINANCIAL ADVISORS INC	0.33%	453.73K	39.93M	-6.05K	-1.32%
Mar 31, 2025	TANAGER WEALTH MANAGEMENT LLP	0.36%	495.85K	43.63M	17.26K	+3.61%
Mar 31, 2025	FIRST INTERNATIONAL BANK & TRUST	0.37%	508.01K	44.7M	21.8K	+4.48%
Mar 31, 2025	VERDE CAPITAL MANAGEMENT	0.41%	559.45K	49.23M	-8.01K	-1.41%
Mar 31, 2025	APEXIUM FINANCIAL, LP	0.42%	578.13K	50.88M	1.39K	+0.24%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.44%	603.28K	53.09M	-63.57K	-9.53%
Mar 31, 2025	SFMG, LLC	0.44%	603.59K	53.12M	20.08K	+3.44%
Mar 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.45%	618.82K	54.46M	61.09K	+10.95%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	653.44K	57.5M	55.61K	+9.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	715.01K	62.93M	-109.95K	-13.33%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	805.11K	70.85M	-123.19K	-13.27%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.66%	912.5K	80.3M	-75.77K	-7.67%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.28%	4.51M	396.45M	-915.45K	-16.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.88%	2.58M	226.75M	-137.34K	-5.06%
Mar 31, 2025	LPL FINANCIAL LLC	5.09%	6.99M	614.78M	-299.61K	-4.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.26%	7.23M	635.92M	-813.45K	-10.12%
Mar 31, 2025	MORGAN STANLEY	5.7%	7.83M	689.22M	-1M	-11.36%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	475.51K	41.84M	-48.96K	-9.34%
Mar 31, 2025	LEELYN SMITH, LLC	0.36%	488.45K	42.98M	25.16K	+5.43%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.64%	882.77K	77.41M	201.83K	+29.64%
Mar 31, 2025	CEERA INVESTMENTS, LLC	0.38%	523.36K	46.06M	35.32K	+7.24%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.59%	806.65K	70.99M	39.66K	+5.17%

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