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

Who are the major shareholders selling iShares National Muni Bond ETF stock?

FMR LLC, in the last quarter, reduced its stake in MUB by -1.59% restricting it's holding to 21.94 million shares of worth nearly $2.33B. COLONY GROUP, LLC also lessened -12.1% of the MUB shares from its portfolio, reducing its holding to 1.05 million shares of worth $111.87M. MML INVESTORS SERVICES, LLC also shunned MUB shares holding by -3.99% last quarter which brought its holding to 1.95 million shares worth $206.75M.

Investors who are buying MUB stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in MUB by 9.63% in the last quarter. The institutional holder raised its holding to 927.18 thousand shares having worth more than $98.43M. MORGAN STANLEY also added 7.43% more shares of MUB to its portfolio, raising its holding to 9.21 million shares of worth $978.10M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also increased its MUB shares holding by 5.6% which brought its holding to 8.9 million shares worth $945.09M.

MUB's major insiders: who are they?

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

Did an insider recently sell MUB stock?

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

Which insider recently purchased MUB stock?

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

How much of MUB does insiders own?

Around 0 iShares National Muni Bond ETF shares are held by insiders, which represents about N/A of MUB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MUB?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in MUB which holds 927.18 thousand shares worth $98.43M or 0.23% of the total MUB shares outstanding followed by MORGAN STANLEY with ownership of 9.21 million shares representing 2.31% of the MUB ownership. FMR LLC is the third largest stakeholder with 21.94 million shares or 5.5% of the ownership worth more than $2.33B.

Is iShares National Muni Bond 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 MUB is concerned, it is a stock which is optionable.

Is there a short position on MUB's shares?

Number of MUB 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 MUB shares are there?

As of today, null shares of MUB are outstanding.

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

MUB 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 MUB is null.

iShares National Muni Bond ETF (MUB) 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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 927.18K shares valued at $98.43M. A 0.23% stake in iShares National Muni Bond ETF is owned by the company. MORGAN STANLEY owns 9.21M shares valued at $978.10M, which translates its holding of 2.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	927.18K	98.43M	81.43K	+9.63%
Mar 31, 2026	MORGAN STANLEY	2.31%	9.21M	978.1M	637.36K	+7.43%
Mar 31, 2026	FMR LLC	5.5%	21.94M	2.33B	-354.17K	-1.59%
Mar 31, 2026	COLONY GROUP, LLC	0.26%	1.05M	111.87M	-145K	-12.10%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.49%	1.95M	206.75M	-81.01K	-3.99%
Mar 31, 2026	ALLSTATE CORP	0.43%	1.73M	184.01M	-1.28M	-42.53%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.23%	8.9M	945.09M	472.25K	+5.60%
Mar 31, 2026	UBS GROUP AG	1.91%	7.62M	809.18M	5.18M	+211.70%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.83%	7.3M	775.28M	214.27K	+3.02%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	1.8%	7.19M	762.72M	-150.89K	-2.06%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.43%	5.69M	603.7M	5.69M	+100.00%
Mar 31, 2026	SEI INVESTMENTS CO	1.32%	5.27M	559.91M	6.43K	+0.12%
Mar 31, 2026	JPMORGAN CHASE & CO	1.18%	4.71M	498.98M	17.68K	+0.38%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	1.11%	4.44M	471.6M	-457.49K	-9.34%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.81%	3.21M	340.84M	416.37K	+14.90%
Mar 31, 2026	ASSETMARK, INC	0.8%	3.2M	339.35M	129.5K	+4.22%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.74%	2.95M	312.26M	681.23K	+29.98%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.67%	2.68M	284.17M	61.17K	+2.34%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.57%	2.28M	242.22M	492.5K	+27.52%
Mar 31, 2026	FACET WEALTH, INC.	0.35%	1.4M	148.38M	-172.87K	-11.01%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.58%	2.33M	247.5M	-35.38K	-1.49%
Mar 31, 2026	US BANCORP \DE\	1.31%	5.23M	555.44M	3.03K	+0.06%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.16%	633.6K	67.26M	2.71K	+0.43%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.16%	635.73K	67.48M	16.73K	+2.70%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.16%	645.82K	68.55M	1.35K	+0.21%
Mar 31, 2026	BESSEMER GROUP INC	0.16%	647.02K	68.68M	-40.24K	-5.85%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.27%	1.08M	114.57M	1.08M	+100.00%
Mar 31, 2026	BLACKROCK, INC.	0.16%	650.62K	69.06M	432.32K	+198.04%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.16%	652.28K	69.24M	149.2K	+29.66%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	706.54K	75M	57.33K	+8.83%
Mar 31, 2026	CHOATE INVESTMENT ADVISORS	0.18%	717.76K	76.19M	-447.76K	-38.42%
Mar 31, 2026	CWM, LLC	0.19%	751.6K	79.78M	63.68K	+9.26%
Mar 31, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.19%	767.54K	81.47M	64.59K	+9.19%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	781.06K	82.91M	2.88K	+0.37%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.2%	800K	84.92M	800K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	842.71K	89.45M	69.24K	+8.95%
Mar 31, 2026	OXFORD FINANCIAL GROUP LTD	0.21%	830.09K	88.11M	-6.03K	-0.72%
Mar 31, 2026	SIGNATUREFD, LLC	0.28%	1.13M	119.6M	-36.78K	-3.16%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	2.35%	9.36M	993.32M	808.43K	+9.46%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.51%	10.01M	1.06B	72.04K	+0.72%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	2.91%	11.6M	1.23B	882.34K	+8.24%
Mar 31, 2026	LPL FINANCIAL LLC	2.95%	11.76M	1.25B	663.08K	+5.97%
Mar 31, 2026	CREATIVE PLANNING	3.6%	14.37M	1.53B	812.11K	+5.99%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.19%	16.7M	1.77B	2.52M	+17.78%
Mar 31, 2026	BETTERMENT LLC	4.91%	19.58M	2.08B	593.51K	+3.13%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	10.56%	42.11M	4.47B	4.76M	+12.75%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.21%	847.62K	89.97M	62.67K	+7.98%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.22%	864.55K	91.76M	16.55K	+1.95%
Mar 31, 2026	CERITY PARTNERS LLC	0.27%	1.07M	113.61M	71.04K	+7.11%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	912.2K	96.83M	360.47K	+65.33%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.44%	1.74M	184.41M	-15.22K	-0.87%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.5%	1.98M	209.86M	210.63K	+11.92%
Mar 31, 2026	MARINER, LLC	0.53%	2.11M	223.77M	59.28K	+2.89%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.53%	2.11M	224.41M	790.13K	+59.68%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.23%	916.63K	97.3M	443.22K	+93.63%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.29%	1.17M	124.11M	730.72K	+166.64%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.25%	980.11K	104.04M	25.49K	+2.67%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	2.82M	299.72M	-38.2K	-1.33%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.29%	1.18M	124.76M	-578.01K	-32.97%
Mar 31, 2026	ROYAL BANK OF CANADA	0.32%	1.26M	133.57M	-29.58K	-2.30%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.32%	1.27M	134.99M	54.09K	+4.44%
Mar 31, 2026	CITIGROUP INC	0.33%	1.3M	137.88M	125.02K	+10.65%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.4%	1.61M	170.51M	106.5K	+7.10%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.42%	1.68M	177.89M	-546.99K	-24.61%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.68%	2.62M	280.19M	46.68K	+1.82%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.17%	644.47K	69.03M	57.33K	+9.76%
Dec 31, 2025	BESSEMER GROUP INC	0.17%	687.25K	73.61M	134.71K	+24.38%
Dec 31, 2025	CWM, LLC	0.18%	687.92K	73.68M	47.82K	+7.47%
Dec 31, 2025	BALENTINE LLC	0.18%	708.27K	75.86M	-88.47K	-11.10%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	773.47K	82.85M	26.06K	+3.49%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	2.86M	306.52M	13.26K	+0.47%
Dec 31, 2025	ALLSTATE CORP	0.77%	3.02M	323.09M	1.91M	+173.33%
Dec 31, 2025	ASSETMARK, INC	0.79%	3.07M	328.55M	164.06K	+5.65%
Dec 31, 2025	JPMORGAN CHASE & CO	1.19%	4.69M	502.55M	115.18K	+2.52%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	950K	101.75M	300K	+46.15%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	2.22M	238.03M	270.56K	+13.86%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	845.75K	90.6M	-170.29K	-16.76%
Dec 31, 2025	CREATIVE PLANNING	3.45%	13.56M	1.45B	364.16K	+2.76%
Dec 31, 2025	FMR LLC	5.67%	22.3M	2.39B	132.46K	+0.60%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.16%	630.88K	67.57M	-1.85K	-0.29%
Dec 31, 2025	SOFI WEALTH, LLC	0.16%	631.79K	67.67M	54.01K	+9.35%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.61%	14.18M	1.52B	-95.56K	-0.67%
Dec 31, 2025	BETTERMENT LLC	4.83%	18.99M	2.03B	1.65M	+9.49%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	619K	66.3M	14.95K	+2.48%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	609.11K	65.24M	-363.49K	-37.37%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.22%	848K	90.83M	59.15K	+7.50%
Dec 31, 2025	CHOATE INVESTMENT ADVISORS	0.3%	1.17M	124.84M	-56.97K	-4.66%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.38%	1.5M	160.65M	126.48K	+9.21%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.44%	1.75M	187.7M	-2.03K	-0.12%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.58%	2.27M	243.42M	201.24K	+9.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	2.79M	299.33M	183.71K	+7.04%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	1.27%	4.9M	524.87M	-138.77K	-2.75%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.8%	7.09M	759.34M	191.86K	+2.78%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.87%	7.34M	785.78M	78.49K	+1.08%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.17%	8.55M	915.71M	1.04M	+13.81%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.25%	954.63K	102.25M	63.94K	+7.18%
Dec 31, 2025	CERITY PARTNERS LLC	0.25%	999.23K	107.05M	131.4K	+15.14%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	1.75M	187.8M	94.95K	+5.73%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	1.79M	191.66M	-502.22K	-21.92%
Dec 31, 2025	MARINER, LLC	0.52%	2.05M	219.46M	170.9K	+9.10%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.6%	2.37M	253.53M	-28.44K	-1.19%
Dec 31, 2025	UBS GROUP AG	0.62%	2.45M	261.95M	-21.28K	-0.86%
Dec 31, 2025	SEI INVESTMENTS CO	1.34%	5.27M	564.28M	576.23K	+12.28%
Dec 31, 2025	US BANCORP \DE\	1.35%	5.23M	560.14M	-66.02K	-1.25%
Dec 31, 2025	MORGAN STANLEY	2.18%	8.58M	918.68M	486.13K	+6.01%
Dec 31, 2025	BARCLAYS PLC	0.22%	850K	91.04M	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.51%	2.03M	217.29M	294.52K	+16.98%
Dec 31, 2025	LPL FINANCIAL LLC	2.82%	11.1M	1.19B	632.38K	+6.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.5%	37.35M	4B	3.78M	+11.26%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.2%	778.18K	83.35M	77.6K	+11.08%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.2%	784.95K	84.08B	784.95K	+100.00%
Dec 31, 2025	OXFORD FINANCIAL GROUP LTD	0.21%	836.12K	89.56M	-29.16K	-3.37%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	821.29K	88.22M	30.07K	+3.80%
Dec 31, 2025	CITIGROUP INC	0.3%	1.17M	125.74M	-101.54K	-7.96%
Dec 31, 2025	SIGNATUREFD, LLC	0.3%	1.16M	124.63M	-12.25K	-1.04%
Dec 31, 2025	COLONY GROUP, LLC	0.3%	1.2M	128.12M	159.09K	+15.30%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.31%	1.22M	130.42M	13.65K	+1.13%
Dec 31, 2025	ROYAL BANK OF CANADA	0.33%	1.29M	137.95M	170.76K	+15.29%
Dec 31, 2025	LMR PARTNERS LLP	0.38%	1.5M	160.13M	1.2M	+398.33%
Dec 31, 2025	FACET WEALTH, INC.	0.41%	1.57M	169.33M	290.55K	+22.70%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.46%	1.77M	189.2M	61.61K	+3.61%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.46%	5.73M	614.16M	204.7K	+3.70%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.14%	8.43M	903.06M	328.49K	+4.05%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.53%	9.94M	1.06B	-51.03K	-0.51%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	2.72%	10.71M	1.15B	988.04K	+10.16%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.37%	1.37M	146.25M	208.29K	+17.88%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.7%	2.57M	273.6M	23.98K	+0.94%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.71%	2.61M	278.03M	989.78K	+61.06%
Sep 30, 2025	US BANCORP \DE\	1.43%	5.3M	563.93M	-2.05M	-27.87%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.97%	7.26M	772.87M	-270.46K	-3.59%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.04%	7.51M	799.91M	1.26M	+20.18%
Sep 30, 2025	MORGAN STANLEY	2.19%	8.09M	861.59M	-403.36K	-4.75%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.2%	8.1M	862.85M	710.67K	+9.61%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.87%	14.28M	1.52B	-6.08M	-29.86%
Sep 30, 2025	BETTERMENT LLC	4.7%	17.34M	1.85B	-1.24M	-6.68%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.46%	1.7M	181.54M	29.91K	+1.79%
Sep 30, 2025	CHOATE INVESTMENT ADVISORS	0.33%	1.22M	130.18M	-82.52K	-6.32%
Sep 30, 2025	COLONY GROUP, LLC	0.28%	1.04M	110.77M	138.72K	+15.40%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.27%	1.01M	107.66M	-102.03K	-9.17%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.24%	890.69K	94.85M	-11.96K	-1.32%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	1.66M	176.6M	-3.22M	-66.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.47%	1.73M	184.67M	-223.43K	-11.41%
Sep 30, 2025	CREATIVE PLANNING	3.57%	13.19M	1.4B	851.22K	+6.90%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.53%	1.95M	207.63M	427.26K	+28.03%
Sep 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.13%	490.9K	52.28M	27.12K	+5.85%
Sep 30, 2025	PARCION PRIVATE WEALTH LLC	0.13%	497.1K	52.94M	284.07K	+133.35%
Sep 30, 2025	WEDMONT PRIVATE CAPITAL	0.13%	497.25K	52.98M	695	+0.14%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.14%	508.6K	54.16M	256.12K	+101.44%
Sep 30, 2025	BESSEMER GROUP INC	0.15%	552.54K	58.84M	8.43K	+1.55%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.16%	576.03K	61.34M	7.22K	+1.27%
Sep 30, 2025	SOFI WEALTH, LLC	0.16%	577.78K	61.53M	-80.35K	-12.21%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.16%	587.14K	62.52M	23.19K	+4.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	604.04K	64.32M	-178.39K	-22.80%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.16%	604.12K	64.33M	-93.44K	-13.40%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.17%	632.73K	67.38M	-15.07K	-2.33%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	1.2M	128.21M	-154.33K	-11.36%
Sep 30, 2025	BARCLAYS PLC	0.37%	1.35M	143.76M	1.35M	+100.00%
Sep 30, 2025	CWM, LLC	0.17%	640.1K	68.16M	123.45K	+23.89%
Sep 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.18%	666.5K	70.98M	85.38K	+14.69%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	700.58K	74.6M	12.54K	+1.82%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	747.41K	79.59M	100.17K	+15.48%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	791.22K	84.3M	29.38K	+3.86%
Sep 30, 2025	BALENTINE LLC	0.22%	796.75K	84.85M	-32.4K	-3.91%
Sep 30, 2025	OXFORD FINANCIAL GROUP LTD	0.23%	865.29K	92.14M	-81.59K	-8.62%
Sep 30, 2025	FMR LLC	6.01%	22.17M	2.36B	3.93M	+21.56%
Sep 30, 2025	JANE STREET GROUP, LLC	0.24%	898.43K	95.67M	361.22K	+67.24%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.26%	972.6K	103.57M	-240.99K	-19.86%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	1.02M	107.44M	121.55K	+13.59%
Sep 30, 2025	ALLSTATE CORP	0.3%	1.1M	117.52M	-1.94M	-63.79%
Sep 30, 2025	ROYAL BANK OF CANADA	0.3%	1.12M	118.97M	-1.41M	-55.73%
Sep 30, 2025	SIGNATUREFD, LLC	0.32%	1.18M	125.21M	-70.93K	-5.69%
Sep 30, 2025	CENTIVA CAPITAL, LP	0.33%	1.21M	128.66M	-1.59M	-56.85%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.48%	1.75M	186.83M	24.46K	+1.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.62%	2.29M	244.03M	63.14K	+2.83%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.65%	2.4M	255.09M	-28.27K	-1.17%
Sep 30, 2025	ASSETMARK, INC	0.79%	2.9M	309.18M	121.04K	+4.35%
Sep 30, 2025	MARINER, LLC	0.51%	1.88M	199.98M	-19.15K	-1.01%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.99%	3.64M	387.2M	3.64M	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.1%	33.57M	3.57B	2.03M	+6.42%
Sep 30, 2025	FACET WEALTH, INC.	0.35%	1.28M	136.32M	160.63K	+14.35%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.37%	1.38M	146.43M	194.4K	+16.46%
Sep 30, 2025	CERITY PARTNERS LLC	0.24%	867.83K	92.47M	-55.9K	-6.05%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	2.64%	9.73M	1.04B	810.84K	+9.10%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.71%	9.99M	1.06B	169.57K	+1.73%
Sep 30, 2025	JPMORGAN CHASE & CO	1.24%	4.58M	487.37M	241.49K	+5.57%
Sep 30, 2025	SEI INVESTMENTS CO	1.27%	4.69M	499.66M	149.56K	+3.29%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.5%	5.53M	588.81M	264.11K	+5.02%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.87%	6.9M	734.52M	-365.79K	-5.04%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	1.37%	5.04M	536.61M	-356.87K	-6.61%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	2.85M	303.34M	-210.78K	-6.89%
Sep 30, 2025	UBS GROUP AG	0.67%	2.47M	262.7M	-58.96K	-2.33%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.56%	2.07M	220.2M	108.65K	+5.54%
Sep 30, 2025	LPL FINANCIAL LLC	2.84%	10.47M	1.11B	-107.74K	-1.02%
Sep 30, 2025	CITIGROUP INC	0.35%	1.28M	135.82M	16.72K	+1.33%
Jun 30, 2025	FOSTER GROUP, INC.	0.11%	398.9K	41.68M	-174.29K	-30.41%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.16%	579.96K	60.59M	5.56K	+0.97%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.15%	558.97K	58.4M	-61.41K	-9.90%
Jun 30, 2025	BESSEMER GROUP INC	0.15%	544.11K	56.85M	15.23K	+2.88%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.14%	505.85K	52.85M	4.47K	+0.89%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.66%	2.42M	253.23M	-259.57K	-9.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	2.23M	232.82M	484.77K	+27.80%
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.35%	1.3M	136.35M	10.69K	+0.83%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.26%	943.09K	98.53M	-136.42K	-12.64%
Jun 30, 2025	BALENTINE LLC	0.22%	829.15K	86.63M	-32.18K	-3.74%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.22%	817.15K	85.38M	146.13K	+21.78%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.19%	697.56K	72.88M	-104.61K	-13.04%
Jun 30, 2025	SOFI WEALTH, LLC	0.18%	658.13K	68.76M	36.94K	+5.95%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.18%	647.8K	67.68M	6.78K	+1.06%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	647.23K	67.62M	-23.73K	-3.54%
Jun 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.16%	581.12K	60.72M	364.51K	+168.28%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	562.13K	58.73M	-24.74K	-4.22%
Jun 30, 2025	ROYAL BANK OF CANADA	0.68%	2.52M	263.66M	228.6K	+9.96%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.32%	1.17M	121.73M	-109.44K	-8.59%
Jun 30, 2025	ARKOS GLOBAL ADVISORS	0.18%	651.57K	68.08M	-71.22K	-9.85%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.17%	622.46K	65.03M	-28.11K	-4.32%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.16%	607.8K	63.5M	0	0
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.15%	563.95K	58.92M	-73.45K	-11.52%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.52%	20.36M	2.13B	890.8K	+4.58%
Jun 30, 2025	CREATIVE PLANNING	3.34%	12.34M	1.29B	-781.16K	-5.95%
Jun 30, 2025	LPL FINANCIAL LLC	2.87%	10.57M	1.1B	638.55K	+6.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.66%	9.82M	1.03B	-250.02K	-2.48%
Jun 30, 2025	MORGAN STANLEY	2.3%	8.49M	887.47M	-360.93K	-4.08%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.04%	7.53M	786.54M	369.77K	+5.17%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2%	7.39M	772.31M	-196.14K	-2.58%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.97%	7.26M	758.87M	-1.12M	-13.38%
Jun 30, 2025	SEI INVESTMENTS CO	1.23%	4.54M	474.6M	-991.65K	-17.92%
Jun 30, 2025	JPMORGAN CHASE & CO	1.17%	4.34M	452.94M	-5.19M	-54.47%
Jun 30, 2025	FIRST CITIZENS BANK & TRUST CO	0.76%	2.79M	291.73M	68.21K	+2.50%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.69%	2.55M	265.93M	-845.6K	-24.94%
Jun 30, 2025	UBS GROUP AG	0.68%	2.53M	263.91M	-44.31K	-1.72%
Jun 30, 2025	MARINER, LLC	0.51%	1.9M	198.2M	-90.39K	-4.55%
Jun 30, 2025	LMR PARTNERS LLP	0.48%	1.77M	185.39M	1.69M	+2,118.00%
Jun 30, 2025	CITIGROUP INC	0.34%	1.26M	131.51M	100.71K	+8.70%
Jun 30, 2025	SIGNATUREFD, LLC	0.34%	1.25M	130.26M	28.41K	+2.33%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.32%	1.18M	123.36M	-18.71K	-1.56%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.27%	1M	104.48M	1M	+100.00%
Jun 30, 2025	BETTERMENT LLC	5.04%	18.58M	1.94B	175.53K	+0.95%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	2.42%	8.91M	931.43M	2.68M	+42.96%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.69%	6.25M	653.02M	-551.1K	-8.10%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.14%	504.44K	52.7M	63.09K	+14.30%
Jun 30, 2025	CRESTWOOD ADVISORS GROUP LLC	0.13%	463.78K	48.46M	-231.66K	-33.31%
Jun 30, 2025	ASCENT GROUP, LLC	0.11%	401.16K	41.91M	-1.92K	-0.48%
Jun 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.11%	389K	40.64M	163.18K	+72.26%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.1%	379.41K	39.64M	42.72K	+12.69%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.1%	364.64K	38.1M	51.17K	+16.32%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.1%	356.71K	37.27M	8.29K	+2.38%
Jun 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.1%	354.16K	37M	36.35K	+11.44%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	350.58K	36.63M	26.55K	+8.19%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.09%	344.02K	35.94M	48.72K	+16.50%
Jun 30, 2025	ASPIRIANT, LLC	0.09%	340.46K	35.57M	168.02K	+97.44%
Jun 30, 2025	FMR LLC	4.94%	18.23M	1.91B	5.31M	+41.05%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	3.06M	319.63M	-51.68K	-1.66%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.37%	1.36M	141.92M	142.03K	+11.68%
Jun 30, 2025	OXFORD FINANCIAL GROUP LTD	0.26%	946.87K	98.93M	-11.74K	-1.23%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	1.46%	5.4M	563.76M	-1.32M	-19.61%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.43%	5.27M	550.1M	190.86K	+3.76%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.32%	4.88M	509.57M	555.74K	+12.86%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.53%	1.96M	204.82M	451.77K	+29.90%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	1.96M	204.53M	137.67K	+7.56%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.45%	1.67M	174.99M	97.71K	+6.20%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	1.62M	169.37M	12.99K	+0.81%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.33%	1.21M	126.8M	179.31K	+17.34%
Jun 30, 2025	FACET WEALTH, INC.	0.3%	1.12M	116.28M	243.68K	+27.82%
Jun 30, 2025	CERITY PARTNERS LLC	0.25%	923.73K	96.44M	176.01K	+23.54%
Jun 30, 2025	COLONY GROUP, LLC	0.24%	900.99K	94.13M	104.05K	+13.06%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.23%	844.68K	88.25M	-104.37K	-11.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	761.85K	79.44M	24.33K	+3.30%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	672.99K	70.31M	181.34K	+36.88%
Jun 30, 2025	ALLSTATE CORP	0.83%	3.05M	318.42M	29.69K	+0.98%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.3%	1.11M	116.28M	1.11M	+100.00%
Jun 30, 2025	CENTIVA CAPITAL, LP	0.76%	2.8M	292.54M	2.4M	+600.00%
Jun 30, 2025	ASSETMARK, INC	0.75%	2.78M	290.69M	25.85K	+0.94%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	1.73M	180.75M	138.39K	+8.70%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	1.52M	159.24M	-15.11K	-0.98%
Jun 30, 2025	JANE STREET GROUP, LLC	0.38%	1.41M	147.08M	1.36M	+2,876.11%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.3%	1.09M	10.46M	1.08M	+11,118.54%
Jun 30, 2025	US BANCORP \DE\	1.99%	7.34M	767.09M	1.88M	+34.36%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	1.13M	119.18M	976.43K	+634.72%
Mar 31, 2025	CITIGROUP INC	0.31%	1.16M	122.1M	56.34K	+5.11%
Mar 31, 2025	US BANCORP \DE\	1.48%	5.46M	576.15M	-109.19K	-1.96%
Mar 31, 2025	SEI INVESTMENTS CO	1.5%	5.53M	583.52M	10.99K	+0.20%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.69%	6.24M	657.5M	490.14K	+8.53%
Mar 31, 2025	JPMORGAN CHASE & CO	2.58%	9.52M	1B	-583.31K	-5.77%
Mar 31, 2025	LPL FINANCIAL LLC	2.69%	9.94M	1.05B	299.52K	+3.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.73%	10.07M	1.06B	-538.21K	-5.07%
Mar 31, 2025	BETTERMENT LLC	4.98%	18.41M	1.94B	150.44K	+0.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.27%	19.47M	2.05B	-892.22K	-4.38%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.81%	28.84M	3.04B	-2.04M	-6.60%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.92%	3.39M	357.53M	24.23K	+0.72%
Mar 31, 2025	CENTIVA CAPITAL, LP	1.08%	4M	421.76M	4M	+100.00%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.17%	4.32M	455.66M	-510.84K	-10.57%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.37%	5.07M	535.03M	191.6K	+3.92%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	1.82%	6.71M	707.76M	-864.18K	-11.41%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	2.27%	8.38M	884.09M	-635.25K	-7.04%
Mar 31, 2025	MORGAN STANLEY	2.4%	8.86M	933.68M	-206.24K	-2.28%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.41%	1.51M	159.05M	-5.78K	-0.38%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	1.59M	167.82M	-1.82K	-0.11%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.44%	1.61M	169.56M	-14.95K	-0.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	1.74M	183.85M	633.91K	+57.12%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	1.82M	191.89M	102.8K	+5.99%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.87%	3.2M	337.05M	1.84M	+135.60%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.29%	1.08M	113.82M	-81.05K	-6.98%
Mar 31, 2025	SIGNATUREFD, LLC	0.33%	1.22M	128.46M	-128.11K	-9.51%
Mar 31, 2025	MARINER, LLC	0.54%	1.99M	209.54M	55.48K	+2.87%
Mar 31, 2025	ROYAL BANK OF CANADA	0.62%	2.29M	241.97M	477.76K	+26.29%
Mar 31, 2025	UBS GROUP AG	0.7%	2.57M	271M	-57.86K	-2.20%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.73%	2.68M	282.92M	-97.35K	-3.50%
Mar 31, 2025	FIRST CITIZENS BANK & TRUST CO	0.74%	2.72M	287.22M	84.66K	+3.21%
Mar 31, 2025	ALLSTATE CORP	0.82%	3.02M	318.21M	1.44M	+91.21%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.49%	9.2M	970.05M	802.17K	+9.55%
Mar 31, 2025	FMR LLC	3.5%	12.93M	1.36B	-754.33K	-5.51%
Mar 31, 2025	CREATIVE PLANNING	3.55%	13.12M	1.38B	-103.62K	-0.78%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.43%	1.58M	166.3M	264.26K	+20.13%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.26%	949.06K	100.07M	-101.46K	-9.66%
Mar 31, 2025	OXFORD FINANCIAL GROUP LTD	0.26%	958.62K	101.08M	2.96K	+0.31%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.28%	1.03M	109.05M	449.55K	+76.88%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	1.22M	128.25M	80.13K	+7.05%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.35%	1.27M	134.38M	77.98K	+6.52%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.25%	915.11K	96.49M	-262.54K	-22.29%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.32%	1.2M	126.46M	82.28K	+7.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	1.54M	162.32M	76.03K	+5.20%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	3.11M	328.02M	179.32K	+6.12%
Mar 31, 2025	ASSETMARK, INC	0.75%	2.76M	290.64M	161.29K	+6.22%
Mar 31, 2025	CHOATE INVESTMENT ADVISORS	0.35%	1.29M	136.47M	22.13K	+1.74%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.84%	6.8M	717.13M	365.79K	+5.68%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.94%	7.16M	754.78M	-180.04K	-2.45%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.05%	7.59M	800.09M	550.57K	+7.82%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	667.74K	71.85M	-49.91K	-6.95%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	686.91K	73.91M	5.93K	+0.87%
Mar 31, 2024	ELLEVEST, INC.	0.25%	881.73K	94.87M	42.96K	+5.12%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.26%	889.97K	95.76M	199.49K	+28.89%
Mar 31, 2024	ROYAL BANK OF CANADA	0.26%	893.98K	96.19M	-264.74K	-22.85%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.27%	921.88K	99.19M	117.32K	+14.58%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.27%	951.27K	102.36M	18K	+1.93%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.27%	951.32K	102.36M	-94.62K	-9.05%
Mar 31, 2024	OXFORD FINANCIAL GROUP LTD	0.28%	956.55K	102.93M	-17.86K	-1.83%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.28%	966K	103.94M	111.47K	+13.04%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.29%	1.02M	109.4M	-89.46K	-8.09%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.31%	1.06M	114.17M	20.78K	+2.00%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.32%	1.12M	120.48M	28.03K	+2.57%
Mar 31, 2024	SIGNATUREFD, LLC	0.39%	1.36M	146.61M	19.61K	+1.46%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.41%	1.44M	154.74M	79.82K	+5.88%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.43%	1.49M	160.83M	832.34K	+125.67%
Mar 31, 2024	LMR PARTNERS LLP	0.53%	1.83M	196.37M	1.83M	+100.00%
Mar 31, 2024	ASSETMARK, INC	0.62%	2.15M	231.52M	122.61K	+6.04%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	2.48M	266.79M	2.48M	+100.00%
Mar 31, 2024	UBS GROUP AG	0.77%	2.68M	287.9M	-139.89K	-4.97%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.79%	2.73M	293.88M	1.43M	+110.45%
Mar 31, 2024	ADVISER INVESTMENTS LLC	0.8%	2.77M	297.54M	35.94K	+1.32%
Mar 31, 2024	JANE STREET GROUP, LLC	0.8%	2.78M	298.82M	-2.37M	-46.08%
Mar 31, 2024	FIRST CITIZENS BANK & TRUST CO	0.83%	2.87M	309.14M	-664.06K	-18.77%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.52%	5.26M	566.38M	-648.19K	-10.96%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	2.64%	9.16M	985.08M	-454.43K	-4.73%
Mar 31, 2024	JPMORGAN CHASE & CO	2.83%	9.82M	1.06B	-998.38K	-9.23%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.95%	10.25M	1.1B	-627.72K	-5.77%
Mar 31, 2024	CREATIVE PLANNING	3.42%	11.87M	1.28B	1.19M	+11.15%
Mar 31, 2024	BETTERMENT LLC	3.87%	13.43M	1.44B	3.66M	+37.51%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.28%	981.43K	105.6M	13.7K	+1.42%
Mar 31, 2024	MARINER, LLC	0.44%	1.54M	165.86M	162.28K	+11.77%
Mar 31, 2024	CITADEL ADVISORS LLC	0.49%	1.7M	182.94M	1.7M	+424,950.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.53%	1.85M	198.59M	-876.71K	-32.20%
Mar 31, 2024	SEI INVESTMENTS CO	1.06%	3.68M	396.14M	508.98K	+16.04%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	1.09%	3.77M	405.47M	-59.09K	-1.54%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.23%	4.27M	459.36M	271.82K	+6.80%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.27%	4.38M	471.71M	337.35K	+8.34%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	1.51%	5.22M	563.32M	743.38K	+16.60%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.88%	6.53M	702.78M	305.58K	+4.91%
Mar 31, 2024	MORGAN STANLEY	1.99%	6.91M	743.14M	-507.64K	-6.85%
Mar 31, 2024	US BANCORP \DE\	2.09%	7.26M	781.64M	186.37K	+2.63%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.52%	8.76M	942.88M	784.39K	+9.83%
Mar 31, 2024	FMR LLC	5.27%	18.32M	1.97B	-561.37K	-2.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.68%	23.21M	2.5B	-923.97K	-3.83%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.17%	585.61K	63.01B	14.42K	+2.52%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.17%	591.33K	63.63M	42.68K	+7.78%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.17%	607.8K	65.4M	49.9K	+8.94%
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.18%	641.71K	69.05M	6.44K	+1.01%
Mar 31, 2024	CRESTWOOD ADVISORS GROUP LLC	0.18%	642.06K	69.09M	18.11K	+2.90%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	651.63K	70.12M	73.25K	+12.66%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.2%	701.55K	75.49M	145.54K	+26.18%
Mar 31, 2024	CERITY PARTNERS LLC	0.22%	759.29K	81.67M	48.51K	+6.83%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.22%	772.84K	83.16M	630.52K	+443.03%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	796.29K	85.69M	-663.93K	-45.47%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.23%	806.52K	86.78M	-16.33K	-1.98%
Mar 31, 2024	CITIGROUP INC	0.25%	870.53K	93.67M	-98.86K	-10.20%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.89%	17.01M	1.83B	715.07K	+4.39%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.4%	1.38M	148.26M	17.65K	+1.30%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.41%	1.43M	153.8M	201K	+16.36%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.44%	1.52M	163.26M	17.27K	+1.15%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.81%	6.29M	676.32M	54.14K	+0.87%
Mar 31, 2024	LPL FINANCIAL LLC	1.85%	6.41M	690.22M	597.89K	+10.28%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	2.49%	8.62M	927.37M	-361.31K	-4.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.49%	1.7M	184.12M	1.69M	+22,400.34%
Dec 31, 2023	BLACKROCK INC.	0.73%	2.54M	274.97M	1.33M	+110.83%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.78%	2.72M	295.13M	1.4M	+106.27%
Dec 31, 2023	ADVISER INVESTMENTS LLC	0.79%	2.73M	295.88M	2.16M	+381.51%
Dec 31, 2023	UBS GROUP AG	0.81%	2.82M	305.23M	24.36K	+0.87%
Dec 31, 2023	SEI INVESTMENTS CO	0.91%	3.17M	343.94M	-674.56K	-17.53%
Dec 31, 2023	FIRST CITIZENS BANK & TRUST CO	1.02%	3.54M	383.45M	-77.34K	-2.14%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	1.1%	3.83M	414.93M	3.55M	+1,262.18%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.17%	4.05M	438.68M	173.61K	+4.48%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	1.29%	4.48M	485.38M	405.69K	+9.96%
Dec 31, 2023	JANE STREET GROUP, LLC	1.48%	5.15M	558.34M	5.15M	+150,185.73%
Dec 31, 2023	LPL FINANCIAL LLC	1.68%	5.82M	630.6M	656.94K	+12.73%
Dec 31, 2023		1.15%	4M	433.35M	-8.4M	-67.76%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.8%	6.23M	674.94M	259.97K	+4.36%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.8%	6.23M	675.54M	211.95K	+3.52%
Dec 31, 2023	US BANCORP \DE\	2.04%	7.08M	767.32M	-66.86K	-0.94%
Dec 31, 2023	MORGAN STANLEY	2.14%	7.41M	803.77M	1.64M	+28.42%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.3%	7.98M	864.94M	517.54K	+6.94%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	2.59%	8.98M	973.53M	-575.29K	-6.02%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	2.77%	9.61M	1.04B	988.33K	+11.46%
Dec 31, 2023	BETTERMENT LLC	2.81%	9.76M	1.06B	-498.16K	-4.85%
Dec 31, 2023	CREATIVE PLANNING	3.08%	10.68M	1.16B	-1.01M	-8.64%
Dec 31, 2023	JPMORGAN CHASE & CO	3.12%	10.82M	1.17B	966.47K	+9.81%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	3.13%	10.87M	1.18B	518.34K	+5.01%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	4.7%	16.29M	1.77B	1.14M	+7.56%
Dec 31, 2023	FMR LLC	5.44%	18.88M	2.05B	-5.6M	-22.88%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	6.96%	24.13M	2.62B	1.68M	+7.48%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.27%	933.28K	101.18M	52.96K	+6.02%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.28%	967.73K	104.91M	53.01K	+5.80%
Dec 31, 2023	CITIGROUP INC	0.28%	969.39K	105.09M	104.71K	+12.11%
Dec 31, 2023	OXFORD FINANCIAL GROUP LTD	0.28%	974.41K	105.64M	-9.17K	-0.93%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.3%	1.04M	112.77M	-27.4K	-2.57%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.3%	1.05M	113.39M	767.01K	+274.98%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.31%	1.09M	118.34M	60.36K	+5.85%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.32%	1.11M	119.93M	215.75K	+24.23%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	1.16M	125.62M	152.49K	+15.15%
Dec 31, 2023	ASSETMARK, INC	0.58%	2.03M	219.97M	51.3K	+2.59%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.35%	1.21M	130.82M	1.16M	+2,279.65%
Dec 31, 2023	CHOATE INVESTMENT ADVISORS	0.35%	1.23M	133.16M	39.67K	+3.34%
Dec 31, 2023	ALLSTATE CORP	0.36%	1.24M	133.94M	-1.92M	-60.91%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.37%	1.3M	140.69M	1.3M	+100.00%
Dec 31, 2023	SIGNATUREFD, LLC	0.39%	1.34M	145.59M	179.96K	+15.47%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.39%	1.36M	147.04M	206.16K	+17.90%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.39%	1.36M	147.24M	215.31K	+18.84%
Dec 31, 2023	MARINER, LLC	0.4%	1.38M	149.51M	-29.13K	-2.07%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.42%	1.46M	158.32M	-333.97K	-18.61%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.43%	1.5M	162.62M	-3K	-0.20%
Dec 31, 2023	LMR PARTNERS LLP	0.46%	1.6M	173.46M	1.6M	+100.00%
Dec 31, 2023	CENTIVA CAPITAL, LP	0.48%	1.68M	181.81M	-742.9K	-30.70%

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