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

Who are the major shareholders selling iShares MSCI USA Momentum Factor ETF stock?

EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT, in the last quarter, reduced its stake in MTUM by -5.49% restricting it's holding to 974.18 thousand shares of worth nearly $243.85M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also lessened -1.97% of the MTUM shares from its portfolio, reducing its holding to 981.51 thousand shares of worth $253.42M. MORGAN STANLEY also shunned MTUM shares holding by -12.44% last quarter which brought its holding to 2.85 million shares worth $714.54M.

Investors who are buying MTUM stock?

As per its latest 13F filing, MERIT FINANCIAL GROUP, LLC increased its stake in MTUM by 89.05% in the last quarter. The institutional holder raised its holding to 303.63 thousand shares having worth more than $76.00M. CITIGROUP INC also added 67.99% more shares of MTUM to its portfolio, raising its holding to 502.95 thousand shares of worth $125.89M. MML INVESTORS SERVICES, LLC also increased its MTUM shares holding by 10.08% which brought its holding to 694.45 thousand shares worth $173.83M.

MTUM's major insiders: who are they?

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

Did an insider recently sell MTUM stock?

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

Which insider recently purchased MTUM stock?

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

How much of MTUM does insiders own?

Around 0 iShares MSCI USA Momentum Factor ETF shares are held by insiders, which represents about N/A of MTUM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MTUM?

MERIT FINANCIAL GROUP, LLC is the largest institutional owner in MTUM which holds 303.63 thousand shares worth $76.00M or 0.38% of the total MTUM shares outstanding followed by CITIGROUP INC with ownership of 502.95 thousand shares representing 0.6% of the MTUM ownership. MML INVESTORS SERVICES, LLC is the third largest stakeholder with 694.45 thousand shares or 0.83% of the ownership worth more than $173.83M.

Is iShares MSCI USA Momentum Factor 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 MTUM is concerned, it is a stock which is optionable.

Is there a short position on MTUM's shares?

Number of MTUM 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 MTUM shares are there?

As of today, null shares of MTUM are outstanding.

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

MTUM 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 MTUM is null.

iShares MSCI USA Momentum Factor ETF (MTUM) 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. MERIT FINANCIAL GROUP, LLC is the top corporate investor, holding 303.63K shares valued at $76.00M. A 0.38% stake in iShares MSCI USA Momentum Factor ETF is owned by the company. CITIGROUP INC owns 502.95K shares valued at $125.89M, which translates its holding of 0.6% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.38%	303.63K	76M	143.03K	+89.05%
Dec 31, 2025	CITIGROUP INC	0.6%	502.95K	125.89M	203.56K	+67.99%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.83%	694.45K	173.83M	63.58K	+10.08%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.85%	676.46K	169.32M	12.4K	+1.87%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.89%	711.02K	177.98M	187.16K	+35.73%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.22%	974.18K	243.85M	-56.54K	-5.49%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.23%	981.51K	253.42M	-19.75K	-1.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.49%	1.26M	315.09M	19.82K	+1.60%
Dec 31, 2025	RONALD BLUE TRUST, INC.	1.56%	1.24M	310.98M	108.83K	+9.60%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	9.26%	7.82M	1.96B	229.85K	+3.03%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.12%	891.62K	223.18M	174.88K	+24.40%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	572.52K	143.31M	154.69K	+37.02%
Dec 31, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.19%	151.55K	37.94M	34.81K	+29.82%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.2%	159.6K	39.95M	35.16K	+28.25%
Dec 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	1.61%	1.29M	322.22M	63.8K	+5.21%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.65%	1.38M	344.13M	53.53K	+4.05%
Dec 31, 2025	FMR LLC	5.71%	4.76M	1.19B	694.17K	+17.08%
Dec 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.21%	166.69K	41.72M	15.38K	+10.17%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	177.95K	44.54M	15.82K	+9.75%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.22%	175.9K	44.03M	5.06K	+2.96%
Dec 31, 2025	MORGAN STANLEY	3.38%	2.85M	714.54M	-405.66K	-12.44%
Dec 31, 2025	LPL FINANCIAL LLC	3.99%	3.29M	823.98M	652.41K	+24.72%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.17%	139.79K	34.99M	13.65K	+10.82%
Dec 31, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.17%	139.34K	34.88M	4.68K	+3.47%
Dec 31, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.18%	140.42K	35.15M	2.57K	+1.86%
Dec 31, 2025	LIDO ADVISORS, LLC	0.19%	153.07K	39.25M	-554	-0.36%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.33%	7.88M	1.97B	1.69M	+27.27%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	369.84K	92.57M	-369.3K	-49.96%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	364.22K	91.17M	68.44K	+23.14%
Dec 31, 2025	ARIZONA PSPRS TRUST	0.45%	361.05K	90.37M	974	+0.27%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	225.48K	56.44M	101.59K	+82.00%
Dec 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.27%	222.51K	56.4M	3.29K	+1.50%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.29%	233.84K	58.53M	87.67K	+59.98%
Dec 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.38%	299.15K	74.88M	-105.06K	-25.99%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.49%	400.4K	100.22M	143.33K	+55.75%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.52%	427.05K	106.9M	-30.46K	-6.66%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.9%	721.04K	180.48M	256.64K	+55.26%
Dec 31, 2025	CWM, LLC	1.35%	1.14M	285.71M	230.31K	+25.28%
Dec 31, 2025	ASSETMARK, INC	1.88%	1.5M	376.07M	37.28K	+2.54%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.45%	376.09K	94.14M	155.94K	+70.83%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.48%	403K	100.87M	132.11K	+48.77%
Dec 31, 2025	CERITY PARTNERS LLC	1.4%	1.16M	289.45M	4.4K	+0.38%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.38%	315.24K	78.91M	69K	+28.02%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	341.88K	85.66M	-97.35K	-22.16%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.47%	384.27K	96.19M	153.57K	+66.57%
Dec 31, 2025	SYMMETRY PARTNERS, LLC	0.52%	416.57K	104.27M	174.07K	+71.79%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.6%	503.56K	126.05M	-5.14K	-1.01%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.72%	607.29K	152.01M	119.53K	+24.51%
Dec 31, 2025	JPMORGAN CHASE & CO	1.44%	1.15M	288.13M	280.19K	+32.17%
Dec 31, 2025	BLACKROCK, INC.	1.89%	1.6M	399.61M	337.15K	+26.77%
Dec 31, 2025	JB CAPITAL LLC	0.35%	276.92K	69.32M	109.35K	+65.25%
Dec 31, 2025	FOSTER GROUP, INC.	0.39%	308.34K	77.18M	7.09K	+2.35%
Dec 31, 2025	HIGH PROBABILITY ADVISORS, LLC	0.4%	321.76K	80.54M	3.33K	+1.04%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	406.69K	101.8M	46.31K	+12.85%
Dec 31, 2025	ROYAL BANK OF CANADA	0.57%	480.83K	120.36M	64.39K	+15.46%
Dec 31, 2025	UBS GROUP AG	0.92%	773.55K	193.63M	15.19K	+2.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.86%	3.22M	804.99M	152.72K	+4.99%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1%	844.67K	211.43M	-21.18K	-2.45%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	192.8K	48.26B	-153.6K	-44.34%
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.23%	188.87K	47.28M	95.54K	+102.38%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.24%	193K	48.31M	-3.94K	-2.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	206.81K	51.77M	-4.94K	-2.33%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.27%	212.12K	53.1M	1.02K	+0.48%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.37%	311.43K	77.95M	55.17K	+21.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.73%	1.32M	339.02M	90.84K	+7.38%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.26%	196.94K	50.51M	-4.13K	-2.05%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.22%	170.84K	43.81M	-5.03K	-2.86%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.97%	739.13K	189.55M	336.43K	+83.54%
Sep 30, 2025	SONA ASSET MANAGEMENT (US) LLC	0.39%	300K	76.94M	300K	+100.00%
Sep 30, 2025	ARIZONA PSPRS TRUST	0.47%	360.08K	90.66M	850	+0.24%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.34%	257.07K	65.93M	-76.66K	-22.97%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.94%	716.74K	183.81M	-99.19K	-12.16%
Sep 30, 2025	FOSTER GROUP, INC.	0.4%	301.24K	77.25M	2.21K	+0.74%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	295.78K	75.85M	48.35K	+19.54%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.3%	230.7K	59.16M	11.53K	+5.26%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.34%	256.26K	65.72M	40.89K	+18.99%
Sep 30, 2025	SYMMETRY PARTNERS, LLC	0.32%	242.49K	62.19M	21.63K	+9.79%
Sep 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.42%	318.44K	81.66M	4.42K	+1.41%
Sep 30, 2025	CITIGROUP INC	0.39%	299.39K	76.78M	-157.01K	-34.40%
Sep 30, 2025	MORGAN STANLEY	4.27%	3.26M	836.1M	739.2K	+29.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.02%	3.06M	785.57M	120.85K	+4.11%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.31%	1M	254.82M	-17.59K	-1.73%
Sep 30, 2025	COLONY GROUP, LLC	1.22%	927.15K	237.77M	896.64K	+2,939.72%
Sep 30, 2025	CWM, LLC	1.19%	911.12K	233.66M	11.55K	+1.28%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.14%	865.85K	222.05M	-3.04K	-0.35%
Sep 30, 2025	UBS GROUP AG	0.99%	758.36K	194.48M	-30.51K	-3.87%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.61%	467.04K	119.77M	-25.54K	-5.18%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.61%	464.4K	119.1M	-10.5K	-2.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.58%	439.23K	110.3M	-78.06K	-15.09%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.55%	417.83K	107.15M	-16.04K	-3.70%
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	416.44K	106.8M	-122.48K	-22.73%
Sep 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.29%	219.22K	56.22M	-135	-0.06%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	211.75K	54.3M	34.59K	+19.52%
Sep 30, 2025	ADVISORSHARES INVESTMENTS LLC	0.53%	404.21K	103.66M	-27.03K	-6.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	360.38K	92.42M	5.2K	+1.46%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.45%	346.4K	88.83M	135K	+63.86%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	246.24K	63.15M	25.27K	+11.44%
Sep 30, 2025	FMR LLC	5.33%	4.06M	1.04B	829.8K	+25.66%
Sep 30, 2025	JB CAPITAL LLC	0.22%	167.58K	42.98M	9.55K	+6.05%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	162.14K	41.29M	24.5K	+17.80%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	160.61K	41.19M	34.63K	+27.49%
Sep 30, 2025	APELLA CAPITAL, LLC	0.2%	152.59K	38.59M	-22.83K	-13.02%
Sep 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.2%	151.31K	38.8M	35.94K	+31.15%
Sep 30, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.18%	137.86K	35.35M	1.59K	+1.17%
Sep 30, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.18%	134.66K	32.36M	5.81K	+4.51%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.18%	134.49K	34.49M	-888	-0.66%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.17%	126.65K	32.48M	-3K	-2.32%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.16%	124.44K	31.91M	5.68K	+4.78%
Sep 30, 2025	SANCHEZ WEALTH MANAGEMENT GROUP	0.15%	116.75K	29.94M	4.2K	+3.73%
Sep 30, 2025	OPPENHEIMER & CO INC	0.15%	112.07K	28.74M	9.36K	+9.11%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.14%	108.55K	27.84M	1.79K	+1.68%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	100.3K	25.72M	-1.36K	-1.33%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.13%	98.33K	25.22M	5.57K	+6.01%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	9.96%	7.6M	1.95B	11.58K	+0.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.12%	6.19M	1.59B	-6.45M	-51.00%
Sep 30, 2025	LPL FINANCIAL LLC	3.46%	2.64M	676.89M	337.34K	+14.65%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.36%	270.89K	69.47M	2.35K	+0.87%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.87%	664.06K	170.3M	4.28K	+0.65%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.83%	630.87K	161.79M	201.69K	+47.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.69%	523.87K	134.34M	66.47K	+14.53%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.67%	508.7K	130.46M	6.22K	+1.24%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.64%	487.76K	125.09M	47.68K	+10.83%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.29%	220.15K	56.46M	7.72K	+3.63%
Sep 30, 2025	ASSETMARK, INC	1.92%	1.47M	375.73M	-390.55K	-21.05%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.28%	211.11K	54.14M	2.89K	+1.39%
Sep 30, 2025	BLACKROCK, INC.	1.65%	1.26M	322.95M	24.93K	+2.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.62%	1.24M	317.74M	94.88K	+8.29%
Sep 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	1.6%	1.22M	313.76M	17.4K	+1.44%
Sep 30, 2025	CERITY PARTNERS LLC	1.51%	1.15M	295.42M	29.23K	+2.60%
Sep 30, 2025	RONALD BLUE TRUST, INC.	1.49%	1.13M	290.7M	-76.91K	-6.35%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.35%	1.03M	264.33M	-555	-0.05%
Sep 30, 2025	JPMORGAN CHASE & CO	1.14%	870.89K	223.34M	54.04K	+6.62%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	10.63%	7.58M	1.82B	160.43K	+2.16%
Jun 30, 2025	CITIGROUP INC	0.64%	456.4K	109.68M	-444.95K	-49.36%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.64%	457.4K	109.92M	457.4K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.43%	1.02M	243.88M	93.3K	+10.08%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	1.28%	916.64K	220.29M	916.64K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.62%	440.08K	105.76M	14.09K	+3.31%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.61%	433.87K	104.27M	-2.71K	-0.62%
Jun 30, 2025	RONALD BLUE TRUST, INC.	1.7%	1.21M	290.9M	8.46K	+0.70%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.69%	492.58K	118.38M	-62.32K	-11.23%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.6%	429.17K	103.14M	57.56K	+15.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.72%	517.28K	120.37M	193.33K	+59.68%
Jun 30, 2025	ARIZONA PSPRS TRUST	0.5%	359.23K	86.33M	728	+0.20%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.47%	333.73K	80.2M	-33.2K	-9.05%
Jun 30, 2025		0.44%	314.02K	75.46M	17.54K	+5.92%
Jun 30, 2025	FOSTER GROUP, INC.	0.42%	299.03K	71.86M	-54	-0.02%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.31%	220.97K	53.11M	28.27K	+14.67%
Jun 30, 2025	SYMMETRY PARTNERS, LLC	0.31%	220.86K	53.08M	15.77K	+7.69%
Jun 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.31%	219.36K	52.72M	-2.25K	-1.01%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.31%	219.17K	52.67M	4.09K	+1.90%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.3%	215.37K	51.76M	-427.13K	-66.48%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	211.4K	50.8M	177.7K	+527.30%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.29%	208.22K	50.04M	2.45K	+1.19%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.92%	659.78K	158.56M	659.78K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.76%	538.92K	129.51M	37.33K	+7.44%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	355.18K	85.36M	99	+0.03%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.3%	212.43K	51.05M	-2.57K	-1.19%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.7%	502.48K	120.76M	-234	-0.05%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.67%	474.9K	114.13M	-31.14K	-6.15%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	17.71%	12.64M	3.04B	1.09M	+9.48%
Jun 30, 2025	FMR LLC	4.53%	3.23M	777.03M	388.64K	+13.66%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.12%	2.94M	707.12M	12.53K	+0.43%
Jun 30, 2025	MORGAN STANLEY	3.53%	2.52M	605.86B	296.34K	+13.32%
Jun 30, 2025	LPL FINANCIAL LLC	3.23%	2.3M	553.24M	341.99K	+17.45%
Jun 30, 2025	ASSETMARK, INC	2.6%	1.86M	445.96M	42.86K	+2.36%
Jun 30, 2025	BLACKROCK, INC.	1.73%	1.23M	296.64M	-113.77K	-8.44%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.56%	402.7K	96.78B	114.45K	+39.71%
Jun 30, 2025	HIGH PROBABILITY ADVISORS, LLC	0.44%	314.02K	75.46M	17.54K	+5.92%
Jun 30, 2025	JANE STREET GROUP, LLC	0.35%	250.8K	60.27M	142.7K	+132.01%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	268.54K	64.53M	-28.11K	-9.48%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.4%	287.51K	69.09M	287.51K	+100.00%
Jun 30, 2025	UBS GROUP AG	1.11%	788.87K	189.58M	7.8K	+1.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.14%	815.93K	196.08M	63.23K	+8.40%
Jun 30, 2025	JPMORGAN CHASE & CO	1.14%	816.85K	196.31M	-23.64K	-2.81%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	868.88K	208.81M	164.33K	+23.32%
Jun 30, 2025	CWM, LLC	1.26%	899.57K	216.18M	-17.82K	-1.94%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.45%	1.03M	247.84M	11.37K	+1.11%
Jun 30, 2025	CERITY PARTNERS LLC	1.57%	1.12M	269.81M	51.62K	+4.82%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.6%	1.14M	274.95M	83.74K	+7.90%
Jun 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	1.69%	1.21M	289.85M	-89K	-6.87%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.73%	1.23M	295.99M	168.34K	+15.84%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	227.96K	54.78M	227.96K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	247.43K	59.46M	2.79K	+1.14%
Jun 30, 2025	ADVISORSHARES INVESTMENTS LLC	0.6%	431.24K	103.64M	162.19K	+60.28%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.34%	215K	43.46M	33.06K	+18.17%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.89%	554.89K	112.16M	-82.53K	-12.95%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.69%	1.06M	214.33M	-468.22K	-30.63%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.7%	1.06M	214.8M	189.28K	+21.67%
Mar 31, 2025	MORGAN STANLEY	3.56%	2.22M	449.69M	28.1K	+1.28%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.13%	704.55K	142.41M	34.86K	+5.21%
Mar 31, 2025	JPMORGAN CHASE & CO	1.34%	840.49K	169.89M	-287.61K	-25.50%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.7%	436.58K	88.25M	11.48K	+2.70%
Mar 31, 2025	ROYAL BANK OF CANADA	0.8%	501.6K	101.39M	25.39K	+5.33%
Mar 31, 2025	ASSETMARK, INC	2.9%	1.81M	366.43M	61.92K	+3.54%
Mar 31, 2025	LPL FINANCIAL LLC	3.13%	1.96M	396.2M	5.47K	+0.28%
Mar 31, 2025	SYMMETRY PARTNERS, LLC	0.33%	205.09K	41.45M	5.84K	+2.93%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.33%	204.48K	41.33M	-7.09K	-3.35%
Mar 31, 2025	CWM, LLC	1.47%	917.39K	185.43M	-17.74K	-1.90%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	11.86%	7.42M	1.5B	512.68K	+7.42%
Mar 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.35%	221.61K	44.79M	400	+0.18%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.48%	925.56K	187.08M	-17.73K	-1.88%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.63%	1.02M	206.15M	23.92K	+2.40%
Mar 31, 2025	CERITY PARTNERS LLC	1.71%	1.07M	216.5M	-92	-0.01%
Mar 31, 2025	RONALD BLUE TRUST, INC.	1.92%	1.2M	242.96M	-23.29K	-1.90%
Mar 31, 2025	BLACKROCK, INC.	2.15%	1.35M	272.5M	24.25K	+1.83%
Mar 31, 2025	FMR LLC	4.55%	2.84M	574.99M	2.2M	+341.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.68%	2.93M	592.22M	151.87K	+5.47%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	323.95K	65.51M	47.61K	+17.23%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	355.08K	71.77M	21.28K	+6.38%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.59%	366.93K	74.17M	141.9K	+63.06%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.59%	371.61K	75.11M	-17.91K	-4.60%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.68%	425.99K	86.1M	50.44K	+13.43%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.8%	502.71K	101.61M	5.5K	+1.11%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.81%	506.04K	102.29M	-183.39K	-26.60%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1.03%	642.49K	129.87M	325.37K	+102.60%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.2%	752.7K	152.14M	69.15K	+10.12%
Mar 31, 2025	UBS GROUP AG	0.96%	600K	121.28M	600K	+100.00%
Mar 31, 2025	CITIGROUP INC	1.44%	901.34K	182.19M	149.99K	+19.96%
Mar 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	2.07%	1.3M	261.78M	4.2K	+0.33%
Mar 31, 2025	ARIZONA PSPRS TRUST	0.57%	358.5K	72.46M	931	+0.26%
Mar 31, 2025	FOSTER GROUP, INC.	0.48%	299.09K	60.45M	1.08K	+0.36%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	18.45%	11.55M	2.33B	-1.06M	-8.43%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.3%	189.8K	38.4M	-26.2K	-12.13%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	215.09K	43.48M	11.73K	+5.77%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.29%	179.94K	36.37M	-1.6K	-0.88%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.31%	192.69K	38.95M	2.09K	+1.10%
Mar 31, 2025	APELLA CAPITAL, LLC	0.32%	203.1K	40.58M	-63.88K	-23.93%
Mar 31, 2025	ADVISORSHARES INVESTMENTS LLC	0.43%	269.05K	54.76M	-4.3K	-1.57%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.47%	296.65K	59.96M	-2.78K	-0.93%
Mar 31, 2025		0.47%	296.48K	59.93M	9.32K	+3.24%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	244.64K	49.45M	7.88K	+3.33%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.33%	205.77K	41.59M	4.42K	+2.20%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	288.25K	58.26M	-848.6K	-74.65%

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