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

Who are the major shareholders selling iShares S&P 100 ETF stock?

AGF MANAGEMENT LTD, in the last quarter, reduced its stake in OEF by -3.9% restricting it's holding to 135.73 thousand shares of worth nearly $43.17M. DORSEY & WHITNEY TRUST CO LLC also lessened -0.14% of the OEF shares from its portfolio, reducing its holding to 124.55 thousand shares of worth $39.61M. CETERA INVESTMENT ADVISERS also shunned OEF shares holding by -85.02% last quarter which brought its holding to 120.85 thousand shares worth $38.44M.

Investors who are buying OEF stock?

As per its latest 13F filing, ALPS ADVISORS INC increased its stake in OEF by 0.93% in the last quarter. The institutional holder raised its holding to 131.44 thousand shares having worth more than $41.81M. QUANTUM FINANCIAL ADVISORS, LLC also added 12.85% more shares of OEF to its portfolio, raising its holding to 414.29 thousand shares of worth $10.01M. AMPLIUS WEALTH ADVISORS, LLC also increased its OEF shares holding by 3.46% which brought its holding to 76.55 thousand shares worth $24.35M.

OEF's major insiders: who are they?

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

Did an insider recently sell OEF stock?

Company executives, directors, and other insiders own N/A percent of iShares S&P 100 ETF's stock. Within the last six months, there have been 0 transaction(s) in which OEF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased OEF stock?

There have been 0 transaction(s) during the past 6-months in which iShares S&P 100 ETF insiders have bought stock, totalling 0 shares

How much of OEF does insiders own?

Around 0 iShares S&P 100 ETF shares are held by insiders, which represents about N/A of OEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in OEF?

AGF MANAGEMENT LTD is the largest institutional owner in OEF which holds 135.73 thousand shares worth $43.17M or 0.15% of the total OEF shares outstanding followed by ALPS ADVISORS INC with ownership of 131.44 thousand shares representing 0.15% of the OEF ownership. DORSEY & WHITNEY TRUST CO LLC is the third largest stakeholder with 124.55 thousand shares or 0.14% of the ownership worth more than $39.61M.

Is iShares S&P 100 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 OEF is concerned, it is a stock which is optionable.

Is there a short position on OEF's shares?

Number of OEF 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 OEF shares are there?

As of today, null shares of OEF are outstanding.

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

OEF 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 OEF is null.

iShares S&P 100 ETF (OEF) 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. AGF MANAGEMENT LTD is the top corporate investor, holding 135.73K shares valued at $43.17M. A 0.15% stake in iShares S&P 100 ETF is owned by the company. ALPS ADVISORS INC owns 131.44K shares valued at $41.81M, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	AGF MANAGEMENT LTD	0.15%	135.73K	43.17M	-5.52K	-3.90%
Mar 31, 2026	ALPS ADVISORS INC	0.15%	131.44K	41.81M	1.21K	+0.93%
Mar 31, 2026	DORSEY & WHITNEY TRUST CO LLC	0.14%	124.55K	39.61M	-177	-0.14%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.14%	120.85K	38.44M	-685.84K	-85.02%
Mar 31, 2026	QUANTUM FINANCIAL ADVISORS, LLC	0.46%	414.29K	10.01M	47.16K	+12.85%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.47%	421.34K	134.02M	-49.49K	-10.51%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.09%	76.55K	24.35M	2.56K	+3.46%
Mar 31, 2026	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.09%	82.36K	26.2M	1.93K	+2.40%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	441.6K	140.46M	6.32K	+1.45%
Mar 31, 2026	UBS GROUP AG	0.77%	689.49K	219.31M	-36.53K	-5.03%
Mar 31, 2026	IEQ CAPITAL, LLC	0.8%	715.41K	227.55M	11.91K	+1.69%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.89%	791.92K	251.89M	-30.93K	-3.76%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.96%	853.09K	271.34M	-59.24K	-6.49%
Mar 31, 2026	COLONY GROUP, LLC	1.16%	1.04M	330.76M	-2.4K	-0.23%
Mar 31, 2026	LPL FINANCIAL LLC	1.36%	1.21M	386M	-3.32M	-73.21%
Mar 31, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.09%	82.38K	28.81M	3.6K	+4.57%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	86.72K	27.58M	-18.83K	-17.84%
Mar 31, 2026	ACKERMAN ASSET MANAGEMENT, LLC	0.1%	87.57K	27.85M	-1.16K	-1.31%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.1%	90.59K	28.81M	-3.92K	-4.15%
Mar 31, 2026	CWM, LLC	0.17%	155.87K	49.58M	-1.03M	-86.91%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	96.19K	30.59M	-54.09K	-35.99%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.26%	1.13M	359.01M	18.18K	+1.64%
Mar 31, 2026	MORGAN STANLEY	1.44%	1.28M	408M	-1.27M	-49.81%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.44%	2.17M	672.31M	-7.86K	-0.36%
Mar 31, 2026	RIA ADVISORY GROUP LLC	0.13%	115.34K	36.69M	7.03K	+6.49%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.13%	114.13K	36.3M	-9.28K	-7.52%
Mar 31, 2026	OAKWORTH CAPITAL, INC.	0.11%	100.86K	32.08M	-2.03K	-1.97%
Mar 31, 2026	CERITY PARTNERS LLC	0.19%	166.48K	52.95M	-279	-0.17%
Mar 31, 2026	MARINER, LLC	0.18%	162.86K	51.67M	-61.55K	-27.43%
Mar 31, 2026	FIFTH THIRD BANCORP	2.89%	2.58M	821.45M	33.45K	+1.31%
Mar 31, 2026	POLAR ASSET MANAGEMENT PARTNERS INC.	0.11%	100K	24.8M	100K	+100.00%
Mar 31, 2026	DEMARS FINANCIAL GROUP, LLC	0.11%	100.52K	31.97M	-3.4K	-3.27%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.14%	124.02K	39.45M	8.53K	+7.38%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	163.44K	51.98M	-393.56K	-70.66%
Mar 31, 2026		0.07%	64.7K	77.1K	64.7K	+100.00%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.08%	75.05K	23.87M	7.52K	+11.14%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	67.6K	21.5M	-93.07K	-57.93%
Mar 31, 2026	CARDINAL STRATEGIC WEALTH GUIDANCE	0.08%	67.23K	21.39M	2.23K	+3.42%
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.07%	63.93K	20.34M	7.08K	+12.45%
Mar 31, 2026	PANORAMIC CAPITAL PARTNERS, LLC	0.07%	62.56K	19.9M	2.02K	+3.34%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.07%	62.14K	19.77M	10.39K	+20.08%
Mar 31, 2026	PATTEN & PATTEN INC/TN	0.07%	62.12K	19.76M	-779	-1.24%
Mar 31, 2026	AVID WEALTH PARTNERS LLC	0.07%	60.11K	19.12M	3.58K	+6.34%
Mar 31, 2026	WEALTH FORWARD, LLC	0.07%	59.76K	19.01M	526	+0.89%
Mar 31, 2026	JACKSON WEALTH MANAGEMENT, LLC	0.07%	58.73K	18.68M	-721	-1.21%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.07%	58.64K	18.65M	214	+0.37%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	137.3K	43.74M	-55.31K	-28.72%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	7.77%	6.93M	2.21B	-44.56K	-0.64%
Mar 31, 2026	JPMORGAN CHASE & CO	1.85%	1.65M	509.94M	-1.14M	-40.73%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	275.76K	87.71M	-191.2K	-40.95%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.39%	348.75K	110.93M	-10.25M	-96.71%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.41%	366.93K	122.68M	-227.99K	-38.32%
Mar 31, 2026	EVOKE WEALTH, LLC	0.45%	404.87K	128.78M	-3.97K	-0.97%
Mar 31, 2026	IFP ADVISORS, INC	0.11%	94.03K	29.91M	-11.09K	-10.55%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	272.5K	86.67M	-168.27K	-38.18%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.89%	798.5K	253.98M	496.8K	+164.67%
Mar 31, 2026	FINANCIAL PARTNERS GROUP, INC	0.13%	113.1K	35.97M	-470	-0.41%
Mar 31, 2026	BROWN ADVISORY INC	0.11%	94.79K	30.15M	32.65K	+52.54%
Mar 31, 2026	CM WEALTH ADVISORS LLC	0.27%	241.71K	76.88M	-5.59K	-2.26%
Mar 31, 2026	ROYAL BANK OF CANADA	0.25%	226.75K	72.13M	-71.3K	-23.92%
Mar 31, 2026	SNS FINANCIAL GROUP, LLC	0.25%	221.69K	70.51M	10.87K	+5.16%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.2%	177.23K	56.37M	-1.7K	-0.95%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.19%	171.01K	54.39M	2.86K	+1.70%
Mar 31, 2026	ENSIGN PEAK ADVISORS, INC	0.19%	170.48K	54.22M	0	0
Mar 31, 2026	FMR LLC	0.19%	169.24K	53.83M	1.11K	+0.66%
Mar 31, 2026	SIGNATUREFD, LLC	0.17%	154.99K	49.3M	-6.04K	-3.75%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.17%	151.71K	48.25M	-196.77K	-56.47%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	137.87K	43.85M	-967	-0.70%
Dec 31, 2025	JB CAPITAL LLC	0.43%	367.15K	125.92M	5.65K	+1.56%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.13%	115.97K	39.77M	5.73K	+5.20%
Dec 31, 2025	ICON WEALTH ADVISORS, LLC	0.13%	116.25K	39.87M	3.61K	+3.21%
Dec 31, 2025	VICUS CAPITAL	0.14%	117.66K	40.35M	4.41K	+3.89%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	123.41K	42.33M	-35.11K	-22.15%
Dec 31, 2025	DORSEY & WHITNEY TRUST CO LLC	0.14%	124.73K	42.78M	0	0
Dec 31, 2025	ALPS ADVISORS INC	0.15%	130.23K	44.67M	-3.34K	-2.50%
Dec 31, 2025	FIFTH THIRD BANCORP	2.99%	2.55M	874.29M	-13.06K	-0.51%
Dec 31, 2025	JPMORGAN CHASE & CO	3.27%	2.79M	957.34M	110.54K	+4.12%
Dec 31, 2025	LPL FINANCIAL LLC	5.25%	4.53M	1.55B	290.93K	+6.86%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	12.01%	10.6M	3.63B	-140.45K	-1.31%
Dec 31, 2025	SIGNATUREFD, LLC	0.19%	161.03K	55.23M	-601	-0.37%
Dec 31, 2025	FMR LLC	0.19%	168.13K	57.66M	1.63K	+0.98%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	293.5K	100.66M	9.86K	+3.48%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	301.7K	103.47M	-149.8K	-33.18%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.41%	348.48K	119.52M	14.73K	+4.41%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.43%	367.13K	9.02M	367.13K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.43%	374.55K	128.46M	29.33K	+8.50%
Dec 31, 2025	EVOKE WEALTH, LLC	0.47%	408.84K	140.22M	-12.37K	-2.94%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	435.28K	149.29M	20.31K	+4.89%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	440.77K	151.17M	18.01K	+4.26%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.55%	470.82K	161.48M	89.13K	+23.35%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.69%	594.92K	204.04M	55.76K	+10.34%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.95%	822.86K	282.22M	-9.83K	-1.18%
Dec 31, 2025	BLACKROCK, INC.	1.46%	1.29M	441.62M	40.32K	+3.23%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	2.53%	2.18M	748.5M	115.1K	+5.57%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.13%	113.57K	39.02M	-1.14K	-0.99%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.13%	115.49K	39.61M	-422	-0.36%
Dec 31, 2025	CERITY PARTNERS LLC	0.19%	166.76K	57.19M	-513	-0.31%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.63%	545.67K	187.15M	39.09K	+7.72%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.65%	557K	191.03M	14.23K	+2.62%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.66%	568.34K	194.92M	3.36K	+0.59%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.25%	210.83K	72.31M	-2.74K	-1.28%
Dec 31, 2025	MARINER, LLC	0.26%	224.41K	76.97M	20.73K	+10.18%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	466.96K	160.15M	44.66K	+10.58%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.55%	482.22K	165.39M	38.89K	+8.77%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.04%	900.32K	308.78M	92.1K	+11.40%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.3%	1.11M	380.88M	-12.22K	-1.09%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.19%	1.01M	347.2M	46.83K	+4.85%
Dec 31, 2025	COLONY GROUP, LLC	1.21%	1.04M	357.45M	275.82K	+35.99%
Dec 31, 2025	CWM, LLC	1.35%	1.19M	408.41M	27.02K	+2.32%
Dec 31, 2025	MORGAN STANLEY	2.9%	2.56M	876.57M	147.33K	+6.12%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.19%	168.15K	57.67M	18.55K	+12.40%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.16%	140.27K	48.11B	-8.33K	-5.61%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	150.28K	51.54M	-1.01K	-0.67%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.18%	151.48K	51.95M	7.97K	+5.55%
Dec 31, 2025	US BANCORP \DE\	0.18%	151.72K	52.04M	6.6K	+4.55%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	160.67K	55.1M	21.43K	+15.39%
Dec 31, 2025	ENSIGN PEAK ADVISORS, INC	0.2%	170.48K	58.47M	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.2%	171.38K	58.78M	-465	-0.27%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.21%	178.93K	61.37M	-1.77K	-0.98%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	192.62K	66.14M	-3.37K	-1.72%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.24%	206.04K	71.03M	-929	-0.45%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	243.36K	83.47M	14.98K	+6.56%
Dec 31, 2025	CM WEALTH ADVISORS LLC	0.29%	247.29K	84.81M	1.56K	+0.64%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.32%	273.06K	8.16M	-4.47K	-1.61%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	298.05K	102.22M	24.85K	+9.10%
Dec 31, 2025	IEQ CAPITAL, LLC	0.81%	703.5K	241.28M	-4.74K	-0.67%
Dec 31, 2025	UBS GROUP AG	0.82%	726.02K	249M	15.72K	+2.21%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.91%	806.69K	276.67M	50.14K	+6.63%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.03%	912.33K	312.9M	177.26K	+24.11%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	1.18%	1.01M	345.48M	13.01K	+1.31%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	7.91%	6.98M	2.39B	143.95K	+2.11%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	180.7K	60.14M	-2.92K	-1.59%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.26%	213.57K	71.08M	3.93K	+1.88%
Sep 30, 2025	CITIGROUP INC	0.21%	172.71K	57.49M	-225	-0.13%
Sep 30, 2025	CERITY PARTNERS LLC	0.2%	167.27K	55.67M	-3.19K	-1.87%
Sep 30, 2025	FMR LLC	0.2%	166.5K	55.42M	-1.24K	-0.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.28%	228.38K	76.02M	82.53K	+56.59%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.34%	277.52K	9.41M	250.18K	+914.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	381.7K	127.04M	27.25K	+7.69%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.5%	414.97K	138.12M	16.38K	+4.11%
Sep 30, 2025	EVOKE WEALTH, LLC	0.51%	421.21K	140.19M	-577	-0.14%
Sep 30, 2025	SOUNDVIEW ADVISORS INC.	0.66%	547.23K	50.14M	547.23K	+100.00%
Sep 30, 2025	IEQ CAPITAL, LLC	0.86%	708.24K	235.73M	-15.88K	-2.19%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.17%	965.51K	321.36M	422.2K	+77.71%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.36%	1.12M	373.7M	-25.15K	-2.19%
Sep 30, 2025	CWM, LLC	1.41%	1.16M	387.35M	652.13K	+127.46%
Sep 30, 2025	JPMORGAN CHASE & CO	3.25%	2.68M	892.27M	583.09K	+27.80%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	9.28%	7.65M	806.67M	7.65M	+4,202,614.29%
Sep 30, 2025	DEMARS FINANCIAL GROUP, LLC	0.12%	100.08K	33.31M	578	+0.58%
Sep 30, 2025	MARINER, LLC	0.25%	203.68K	67.77M	6.17K	+3.12%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.61%	506.58K	168.61M	232.91K	+85.10%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.89%	735.07K	244.66M	61.33K	+9.10%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	756.55K	251.81M	397.72K	+110.84%
Sep 30, 2025	COLONY GROUP, LLC	0.93%	766.47K	255.11M	-2.76K	-0.36%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.98%	808.21K	269.01M	345.48K	+74.66%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	1.01%	832.69K	277.15M	3.09K	+0.37%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	1.21%	994.29K	330.94M	432.56K	+77.01%
Sep 30, 2025	BLACKROCK, INC.	1.51%	1.25M	415.16M	631.11K	+102.42%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	2.51%	2.07M	684.23M	79.72K	+4.01%
Sep 30, 2025	MORGAN STANLEY	2.92%	2.41M	801.64M	532.66K	+28.40%
Sep 30, 2025	LPL FINANCIAL LLC	5.14%	4.24M	1.41B	1.56M	+58.24%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.4%	333.75K	111.09M	87.89K	+35.75%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	283.64K	94.41M	125.03K	+78.83%
Sep 30, 2025	ROYAL BANK OF CANADA	0.33%	273.2K	90.93M	67.07K	+32.54%
Sep 30, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.11%	89.52K	29.79M	40.05K	+80.95%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.12%	94.92K	31.59M	-35.68K	-27.32%
Sep 30, 2025	CM WEALTH ADVISORS LLC	0.3%	245.73K	81.79M	3.74K	+1.55%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.42%	345.22K	114.9M	179.21K	+107.95%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.43%	354.42K	117.97M	-6.79K	-1.88%
Sep 30, 2025	JB CAPITAL LLC	0.44%	361.5K	120.32M	170.3K	+89.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	422.3K	140.56M	84.57K	+25.04%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	422.75K	140.71M	78.7K	+22.87%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.54%	443.33K	147.56M	187.09K	+73.02%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.55%	451.5K	150.28M	-29.6K	-6.15%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.65%	539.16K	179.44M	135.69K	+33.63%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.66%	542.76K	180.65M	190.1K	+53.90%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.69%	564.98K	188.05M	269.57K	+91.25%
Sep 30, 2025	UBS GROUP AG	0.86%	710.3K	236.42M	-7.33K	-1.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.29%	6.83M	2.27B	262.41K	+3.99%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	13.02%	10.74M	3.57B	4.85M	+82.29%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	206.97K	68.89M	178.01K	+614.73%
Sep 30, 2025	FIFTH THIRD BANCORP	3.11%	2.56M	852.81M	-119.91K	-4.47%
Sep 30, 2025	OAKWORTH CAPITAL, INC.	0.13%	104K	34.61M	-721	-0.69%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.13%	110.24K	36.69M	51.14K	+86.52%
Sep 30, 2025	VICUS CAPITAL	0.14%	113.25K	37.69M	77.91K	+220.45%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.14%	114.71K	38.18M	-814	-0.70%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.14%	115.91K	38.58M	92.5K	+395.14%
Sep 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.15%	124.73K	41.51M	0	0
Sep 30, 2025	ALPS ADVISORS INC	0.16%	133.57K	44.46M	-1.15K	-0.85%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	139.24K	46.34M	-21.57K	-13.41%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.17%	143.51K	47.77M	68.06K	+90.20%
Sep 30, 2025	US BANCORP \DE\	0.18%	145.12K	48.3M	50.72K	+53.73%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	148.6K	49.46M	62.19K	+71.96%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	151.29K	50.35M	29.11K	+23.83%
Sep 30, 2025	AGF MANAGEMENT LTD	0.19%	154.01K	51.26M	-75	-0.05%
Sep 30, 2025	SIGNATUREFD, LLC	0.2%	161.63K	53.8M	-2.17K	-1.32%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.21%	171.84K	57.2M	60.05K	+53.72%
Sep 30, 2025	BLUECREST CAPITAL MANAGEMENT LTD	1.12%	925.17K	307.93M	925.17K	+100.00%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.2%	168.64K	16.18M	166.82K	+9,135.54%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.21%	170.48K	56.74M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	195.99K	63.87M	51.83K	+35.96%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.2%	78.35K	24.06M	54.92K	+234.37%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	5.1%	1.99M	602.46M	7.42K	+0.37%
Jun 30, 2025	MORGAN STANLEY	4.81%	1.88M	570.91B	271.22K	+16.90%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.39%	543.31K	165.36M	134.5K	+32.90%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.19%	75.81K	23.07M	-25.19K	-24.94%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	15.1%	5.89M	1.79B	1.79M	+43.55%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	1.44%	561.73K	170.96M	561.73K	+100.00%
Jun 30, 2025	CWM, LLC	1.31%	511.64K	155.72M	96.24K	+23.17%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.23%	481.1K	146.42M	271K	+128.99%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	403.48K	122.82M	73.69K	+22.35%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.02%	398.59K	121.31M	-120.17K	-23.17%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.88%	344.05K	104.71M	48.91K	+16.57%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.76%	295.42K	89.91M	82.8K	+38.94%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.5%	193.67K	58.94M	193.67K	+100.00%
Jun 30, 2025	JB CAPITAL LLC	0.49%	191.2K	58.19M	68.91K	+56.35%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.47%	183.62K	55.88M	-971	-0.53%
Jun 30, 2025	CITIGROUP INC	0.44%	172.94K	52.63M	168	+0.10%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.44%	170.48K	51.88M	170.48K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.44%	170.46K	51.88M	-3.85K	-2.21%
Jun 30, 2025	SIGNATUREFD, LLC	0.42%	163.8K	49.85M	-3.07K	-1.84%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	160.81K	48.94M	23.95K	+17.50%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.19%	462.73K	140.83M	159.77K	+52.73%
Jun 30, 2025	EVOKE WEALTH, LLC	1.08%	421.79K	128.37M	-3.9K	-0.92%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.93%	361.22K	109.93M	-12.07K	-3.23%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	337.74K	102.79M	82.06K	+32.10%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.81%	315.18K	34.7M	288.85K	+1,097.11%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.66%	256.24K	77.98M	88.4K	+52.67%
Jun 30, 2025	CM WEALTH ADVISORS LLC	0.62%	241.99K	73.65M	1.34K	+0.56%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.58%	225.96K	68.77M	-29.68K	-11.61%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.54%	209.63K	63.8M	14.84K	+7.62%
Jun 30, 2025	ROYAL BANK OF CANADA	0.53%	206.14K	62.74M	56.51K	+37.77%
Jun 30, 2025	MARINER, LLC	0.51%	197.52K	60.1M	6.05K	+3.16%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.43%	166.01K	50.52M	51.14K	+44.52%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.41%	158.61K	48.27M	46.57K	+41.56%
Jun 30, 2025	AGF MANAGEMENT LTD	0.4%	154.08K	46.89M	-2.19K	-1.40%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.36%	139.35K	42.41M	104	+0.07%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.35%	136.04K	41.4M	52.93K	+63.68%
Jun 30, 2025	ALPS ADVISORS INC	0.35%	134.72K	41M	-16.92K	-11.15%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.33%	130.6K	38.86M	36.8K	+39.23%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.33%	127.35K	38.76M	32.93K	+34.88%
Jun 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.32%	124.73K	37.96M	0	0
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.3%	115.52K	35.16M	-964	-0.83%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.29%	113.49K	34.54B	-17.94K	-13.65%
Jun 30, 2025	OAKWORTH CAPITAL, INC.	0.27%	104.72K	31.87M	-251	-0.24%
Jun 30, 2025	DEMARS FINANCIAL GROUP, LLC	0.26%	99.5K	30.28M	-50.62M	-99.80%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.23%	89.06K	27.11M	-19.38K	-17.87%
Jun 30, 2025	RIA ADVISORY GROUP LLC	0.23%	89.01K	27.09M	88.23K	+11,311.67%
Jun 30, 2025		0.23%	88.92K	27.06M	-677	-0.76%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.22%	86.42K	26.3M	16.4K	+23.43%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.21%	81.66K	24.85M	6.7K	+8.94%
Jun 30, 2025	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.21%	81.38K	24.77M	198	+0.24%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	78.63K	23.93M	1.19K	+1.53%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.19%	75.92K	23.11M	13.42K	+21.47%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.92%	358.83K	109.21M	86.44K	+31.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.91%	354.45K	107.88M	-6.11K	-1.70%
Jun 30, 2025	FMR LLC	0.43%	167.74K	51.05M	-3.28K	-1.92%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.37%	145.85K	44.39M	12.16K	+9.09%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	2.22%	867.05K	263.89M	-72.99K	-7.76%
Jun 30, 2025	COLONY GROUP, LLC	1.97%	769.24K	234.12M	5.8K	+0.76%
Jun 30, 2025	IEQ CAPITAL, LLC	1.86%	724.12K	220.39M	-81.72K	-10.14%
Jun 30, 2025	FIFTH THIRD BANCORP	6.88%	2.68M	816.31M	234.34K	+9.57%
Jun 30, 2025	LPL FINANCIAL LLC	6.87%	2.68M	815.36M	880.1K	+48.92%
Jun 30, 2025	JPMORGAN CHASE & CO	5.38%	2.1M	638.44M	60.92K	+2.99%
Jun 30, 2025	UBS GROUP AG	1.84%	717.63K	218.41M	34.48K	+5.05%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.73%	673.74K	205.05M	45.92K	+7.31%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.68%	656.55K	199.82M	24.22K	+3.83%
Jun 30, 2025	BLACKROCK, INC.	1.58%	616.21K	187.54M	204.71K	+49.75%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.9%	352.67K	107.33M	80.65K	+29.65%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.7%	273.68K	83.29M	85.05K	+45.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	16.85%	6.57M	2B	168.99K	+2.64%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.94%	1.15M	349.37B	1.91K	+0.17%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	144.16K	43.81M	31.52K	+27.98%
Mar 31, 2025	AGF MANAGEMENT LTD	0.4%	156.27K	42.32M	-7.95K	-4.84%
Mar 31, 2025	SIGNATUREFD, LLC	0.43%	166.86K	45.19M	-2.01K	-1.19%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.62%	632.33K	62.55M	586.02K	+1,265.57%
Mar 31, 2025	UBS GROUP AG	1.75%	683.16K	185.02M	-18.35K	-2.62%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.05%	408.81K	110.72M	340.73K	+500.41%
Mar 31, 2025	BLACKROCK, INC.	1.06%	411.5K	111.45M	394.87K	+2,373.84%
Mar 31, 2025	COLONY GROUP, LLC	1.96%	763.44K	206.76M	743.41K	+3,712.41%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.43%	167.83K	45.45M	145.85K	+663.36%
Mar 31, 2025	FMR LLC	0.44%	171.01K	46.32M	1.06K	+0.62%
Mar 31, 2025	CITIGROUP INC	0.44%	172.77K	46.79M	-69	-0.04%
Mar 31, 2025	CERITY PARTNERS LLC	0.45%	174.31K	47.21M	-6.42K	-3.55%
Mar 31, 2025	CM WEALTH ADVISORS LLC	0.62%	240.64K	65.17M	19.82K	+8.98%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.66%	255.64K	69.24M	241.88K	+1,757.59%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	255.67K	69.24M	93.88K	+58.02%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.7%	272.02K	73.67M	144.71K	+113.67%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.7%	272.39K	73.77M	190.99K	+234.63%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.76%	295.14K	79.93M	86.99K	+41.79%
Mar 31, 2025	IEQ CAPITAL, LLC	2.07%	805.85K	218.25M	4.08K	+0.51%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	2.41%	940.04K	254.59M	-197.33K	-17.35%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.94%	1.15M	310.37M	6K	+0.53%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	5.08%	1.98M	533.13M	55.19K	+2.87%
Mar 31, 2025	JPMORGAN CHASE & CO	5.22%	2.04M	551.62M	613.68K	+43.12%
Mar 31, 2025	FIFTH THIRD BANCORP	6.28%	2.45M	662.93M	83.82K	+3.55%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.55%	212.62K	57.58M	189.09K	+803.73%
Mar 31, 2025		0.55%	215.86K	58.46M	208.58K	+2,865.88%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.96%	373.28K	101.1M	-588	-0.16%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.34%	133.69K	36.21M	75.6K	+130.14%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.48%	188.63K	51.09M	154.67K	+455.45%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.85%	329.78K	89.56M	75.21K	+29.55%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.47%	184.59K	49.99M	75	+0.04%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.61%	627.82K	170.03M	-73.42K	-10.47%
Mar 31, 2025	EVOKE WEALTH, LLC	1.09%	425.68K	115.29M	-7.79K	-1.80%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.33%	518.76K	140.5M	20.75K	+4.17%
Mar 31, 2025	MARINER, LLC	0.49%	191.47K	51.83M	-13.96K	-6.79%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.5%	194.8K	52.76M	19.72K	+11.26%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.54%	210.1K	56.9M	-66.3K	-23.99%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.78%	302.96K	82.05M	240.79K	+387.27%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	360.56K	97.65M	42.17K	+13.24%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	10.52%	4.1M	1.11B	3.42M	+499.45%
Mar 31, 2025	CWM, LLC	1.07%	415.4K	112.5M	286.28K	+221.72%
Mar 31, 2025	FUND 1 INVESTMENTS, LLC	3.21%	1.25M	249.4M	1.25M	+100.00%
Mar 31, 2025	MORGAN STANLEY	4.11%	1.6M	434.58M	263.68K	+19.66%
Mar 31, 2025	LPL FINANCIAL LLC	4.61%	1.8M	487.2M	1M	+126.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	136.86K	37.07M	28.75K	+26.59%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	16.42%	6.4M	1.73B	455.61K	+7.66%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	130.06%	50.72M	187.28M	4.68K	+0.01%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.36%	139.25K	37.71M	70.65K	+103.01%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	149.63K	40.52M	-3.87K	-2.52%
Mar 31, 2025	ALPS ADVISORS INC	0.39%	151.64K	41.07M	280	+0.19%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.19%	73.25K	18.12M	-4.59K	-5.89%
Mar 31, 2024	HARBOUR TRUST & INVESTMENT MANAGEMENT CO	0.2%	76.32K	18.88M	-1.7K	-2.18%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.2%	77.3K	18.84M	21.37K	+38.22%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.2%	77.7K	19.22M	-55.88K	-41.83%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	89.16K	22.06M	-326.4K	-78.54%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	93.69K	23.18M	8.16K	+9.54%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	0.24%	94.24K	23.32M	-352	-0.37%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.24%	94.81K	23.46M	13.41K	+16.47%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	104.13K	25.76M	-15.09K	-12.65%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.27%	106.05K	26.24M	4.02K	+3.94%
Mar 31, 2024	FIRST PACIFIC FINANCIAL	0.3%	117.35K	29.03M	-1.6K	-1.35%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.31%	120.53K	29.82M	-112.38K	-48.25%
Mar 31, 2024	ABBREA CAPITAL, LLC	0.32%	124.77K	30.87M	1.52K	+1.23%
Mar 31, 2024	DORSEY & WHITNEY TRUST CO LLC	0.32%	125.05K	30.94M	0	0
Mar 31, 2024	FMR LLC	0.42%	164.39K	40.67M	297	+0.18%
Mar 31, 2024	CWM, LLC	0.44%	173.27K	42.87M	-475.85K	-73.31%
Mar 31, 2024	SIGNATUREFD, LLC	0.45%	174.36K	43.14M	-2.71K	-1.53%
Mar 31, 2024	AGF MANAGEMENT LTD	0.46%	180.67K	44.7M	-85	-0.05%
Mar 31, 2024	QUANTUM FINANCIAL ADVISORS, LLC	0.47%	181.78K	4.43M	181.78K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.47%	184.89K	45.8M	997	+0.54%
Mar 31, 2024	MARINER, LLC	0.53%	205.73K	50.9M	20.55K	+11.10%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.55%	213.31K	53.03M	-158.58K	-42.64%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.61%	236.64K	58.55M	-13.54K	-5.41%
Mar 31, 2024	CM WEALTH ADVISORS LLC	0.68%	266.64K	65.7M	65.49K	+32.56%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.97%	379.15K	93.8M	-5.91K	-1.53%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.98%	381.08K	87.13M	-2.77K	-0.72%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.09%	425.89K	105.37M	3.88K	+0.92%
Mar 31, 2024	EVOKE WEALTH, LLC	1.15%	448.26K	110.9M	-16.11K	-3.47%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.49%	581.29K	143.82M	-3.34M	-85.17%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.52%	592.46K	146.58M	-51.48K	-7.99%
Mar 31, 2024	LPL FINANCIAL LLC	1.6%	624.58K	154.53M	-569.33K	-47.69%
Mar 31, 2024	UBS GROUP AG	1.64%	637.8K	157.8M	-6.52K	-1.01%
Mar 31, 2024	MERRIMAN WEALTH MANAGEMENT, LLC	1.91%	743.82K	184.03M	22.48K	+3.12%
Mar 31, 2024	IEQ CAPITAL, LLC	2.31%	899.34K	222.51M	-35.77K	-3.82%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	2.85%	1.11M	274.82M	3.79K	+0.34%
Mar 31, 2024	SIGMA INVESTMENT COUNSELORS INC	3.17%	1.24M	28.37M	1.24M	+100.00%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	4.69%	1.83M	452.62M	-57.82K	-3.06%
Mar 31, 2024	FINANCIAL SERVICES ADVISORY INC	0.28%	108.88K	26.94M	19.32K	+21.58%
Mar 31, 2024	M&T BANK CORP	0.29%	111.87K	27.68M	-823	-0.73%
Mar 31, 2024	VICUS CAPITAL	0.29%	113.32K	28.04M	-827	-0.72%
Mar 31, 2024	JPMORGAN CHASE & CO	3.95%	1.54M	381.34M	-286.03K	-15.65%
Mar 31, 2024	FIFTH THIRD BANCORP	5.9%	2.3M	568.97M	124.51K	+5.72%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	15.12%	5.9M	1.46B	1.27K	+0.02%
Mar 31, 2024	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0.15%	59.09K	14.62M	4.21K	+7.66%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	61.43K	15.2M	-24.78K	-28.74%
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.16%	61.45K	15.2M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	61.66K	15.25M	-6.21K	-9.15%
Mar 31, 2024	SELECT ASSET MANAGEMENT & TRUST	0.17%	66.02K	16.33M	31.88K	+93.39%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.18%	69.58K	17.22M	-223.34K	-76.25%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.18%	71.26K	17.63M	-2.03K	-2.77%
Mar 31, 2024	MONECO ADVISORS, LLC	0.18%	71.64K	17.72M	8.2K	+12.93%
Mar 31, 2024	AVID WEALTH PARTNERS LLC	0.2%	77.59K	19.2M	37.53K	+93.66%
Mar 31, 2024	ALTUS WEALTH MANAGEMENT, LLC	0.3%	116.28K	28.77M	18.84K	+19.34%
Mar 31, 2024	MORGAN STANLEY	2.99%	1.17M	288.37M	-371.09K	-24.15%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	5.75%	2.24M	554.52M	1.03M	+85.55%
Mar 31, 2024	SNS FINANCIAL GROUP, LLC	0.35%	135.16K	33.44M	4.84K	+3.71%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.35%	136.6K	33.8M	-71.2K	-34.26%
Mar 31, 2024	FINANCIAL PARTNERS GROUP, INC	0.37%	144.46K	35.74M	5.05K	+3.62%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	144.75K	35.81M	-13.39K	-8.46%
Mar 31, 2024	OAKWORTH CAPITAL, INC.	0.4%	156.49K	38.72M	-86.54K	-35.61%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	156.92K	38.83M	156.92K	+100.00%
Mar 31, 2024	DEMARS FINANCIAL GROUP, LLC	0.43%	168.56K	41.7M	4.68K	+2.86%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	10.05%	3.92M	875.6M	3.82M	+3,818.51%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.29%	113.65K	25.39M	78.61K	+224.36%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.29%	113.87K	25.44M	108.5K	+2,018.53%
Dec 31, 2023	VICUS CAPITAL	0.29%	114.15K	25.5M	-3.33K	-2.83%
Dec 31, 2023	JB CAPITAL LLC	0.3%	115.13K	25.72M	115.13K	+100.00%
Dec 31, 2023	FIRST PACIFIC FINANCIAL	0.3%	118.96K	26.57M	-2.82K	-2.32%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.31%	119.21K	26.63M	14.05K	+13.36%
Dec 31, 2023	ABBREA CAPITAL, LLC	0.32%	123.25K	27.53M	3.08K	+2.56%
Dec 31, 2023	DORSEY & WHITNEY TRUST CO LLC	0.32%	125.05K	27.93M	15.56K	+14.21%
Dec 31, 2023	SNS FINANCIAL GROUP, LLC	0.33%	130.33K	29.11M	1.54K	+1.20%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.34%	133.58K	29.84M	19.07K	+16.66%
Dec 31, 2023	FINANCIAL PARTNERS GROUP, INC	0.36%	139.41K	31.14M	11.31K	+8.83%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.38%	149.55K	33.41M	110.49K	+282.81%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.4%	156.02K	34.85M	127.56K	+448.27%
Dec 31, 2023	ROYAL BANK OF CANADA	0.41%	158.14K	35.33M	40.06K	+33.93%
Dec 31, 2023	DEMARS FINANCIAL GROUP, LLC	0.42%	163.88K	36.61M	163.88K	+100.00%
Dec 31, 2023	FMR LLC	0.42%	164.09K	36.66M	202	+0.12%
Dec 31, 2023	SIGNATUREFD, LLC	0.45%	177.07K	39.56M	-5.08K	-2.79%
Dec 31, 2023	AGF MANAGEMENT LTD	0.46%	180.75K	40.38M	-13K	-6.71%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.47%	183.89K	41.25M	16.91K	+10.12%
Dec 31, 2023	MARINER, LLC	0.47%	185.18K	41.37M	26.17K	+16.46%
Dec 31, 2023	CM WEALTH ADVISORS LLC	0.52%	201.15K	44.93M	-6.83K	-3.29%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.53%	207.8K	46.42M	99.1K	+91.17%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.57%	223.13K	49.84M	208.6K	+1,435.93%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.6%	232.9K	52.03M	173.09K	+289.40%
Dec 31, 2023	OAKWORTH CAPITAL, INC.	0.62%	243.03K	54.29M	-4.16K	-1.68%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.64%	250.18K	55.89M	40.93K	+19.56%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.75%	292.92K	65.44M	274.78K	+1,514.60%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.95%	371.9K	83.08M	294.66K	+381.48%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.98%	383.85K	85.75M	-12.28K	-3.10%
Dec 31, 2023	OLD NATIONAL BANCORP /IN/	0.99%	385.05K	86.02M	50.83K	+15.21%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.07%	415.55K	92.85M	231.47K	+125.74%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.08%	422.01K	94.27M	22.31K	+5.58%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	1.09%	424.8K	94.9M	418.01K	+6,153.56%
Dec 31, 2023	EVOKE WEALTH, LLC	1.19%	464.36K	103.73M	-4.36K	-0.93%
Dec 31, 2023		1.42%	554.92K	123.96M	554.92K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.65%	643.95K	143.85M	144.71K	+28.99%
Dec 31, 2023	UBS GROUP AG	1.65%	644.32K	143.94M	38.84K	+6.41%
Dec 31, 2023	CWM, LLC	1.66%	649.12K	145.01M	648.29K	+78,201.57%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	15.12%	5.9M	1.32B	666.52K	+12.75%
Dec 31, 2023	MERRIMAN WEALTH MANAGEMENT, LLC	1.85%	721.34K	161.14M	21.35K	+3.05%
Dec 31, 2023	IEQ CAPITAL, LLC	2.4%	935.11K	208.89M	-4.74K	-0.50%
Dec 31, 2023	BLACKROCK INC.	2.5%	974.83K	217.77M	521.95K	+115.25%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	2.84%	1.11M	247.29M	200.91K	+22.17%
Dec 31, 2023	LPL FINANCIAL LLC	3.06%	1.19M	266.71M	874.68K	+274.00%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	3.1%	1.21M	269.85M	-21.27K	-1.73%
Dec 31, 2023	MORGAN STANLEY	3.94%	1.54M	343.27M	469.13K	+43.95%
Dec 31, 2023	JPMORGAN CHASE & CO	4.69%	1.83M	408.21M	1.73M	+1,705.23%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	4.84%	1.89M	421.59M	-46.25K	-2.39%
Dec 31, 2023	FIFTH THIRD BANCORP	5.58%	2.18M	485.92M	54.82K	+2.59%

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