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

Who are the major shareholders selling FlexShares Quality Dividend Index Fund stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in QDF by -12.81% restricting it's holding to 76.41 thousand shares of worth nearly $6.04M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -7.37% of the QDF shares from its portfolio, reducing its holding to 44.21 thousand shares of worth $3.50M. MORGAN STANLEY also shunned QDF shares holding by -3.22% last quarter which brought its holding to 243.22 thousand shares worth $19.24M.

Investors who are buying QDF stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in QDF by 20.41% in the last quarter. The institutional holder raised its holding to 302.36 thousand shares having worth more than $23.91M. ENVESTNET ASSET MANAGEMENT INC also added 5.19% more shares of QDF to its portfolio, raising its holding to 317.94 thousand shares of worth $25.15M. VERABANK, N.A. also increased its QDF shares holding by 0.59% which brought its holding to 463.29 thousand shares worth $36.64M.

QDF's major insiders: who are they?

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

Did an insider recently sell QDF stock?

Company executives, directors, and other insiders own N/A percent of FlexShares Quality Dividend Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which QDF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QDF stock?

There have been 0 transaction(s) during the past 6-months in which FlexShares Quality Dividend Index Fund insiders have bought stock, totalling 0 shares

How much of QDF does insiders own?

Around 0 FlexShares Quality Dividend Index Fund shares are held by insiders, which represents about N/A of QDF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QDF?

WELLS FARGO & COMPANY/MN is the largest institutional owner in QDF which holds 76.41 thousand shares worth $6.04M or 0.32% of the total QDF shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 44.21 thousand shares representing 0.18% of the QDF ownership. MORGAN STANLEY is the third largest stakeholder with 243.22 thousand shares or 1.01% of the ownership worth more than $19.24M.

Is FlexShares Quality Dividend Index Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the QDF is concerned, it is a stock which is optionable.

Is there a short position on QDF's shares?

Number of QDF 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 QDF shares are there?

As of today, null shares of QDF are outstanding.

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

QDF 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 QDF is null.

FlexShares Quality Dividend Index Fund (QDF) 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. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 76.41K shares valued at $6.04M. A 0.32% stake in FlexShares Quality Dividend Index Fund is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 44.21K shares valued at $3.50M, which translates its holding of 0.18% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.32%	76.41K	6.04M	-11.23K	-12.81%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	44.21K	3.5M	-3.52K	-7.37%
Mar 31, 2026	MORGAN STANLEY	1.01%	243.22K	19.24M	-8.11K	-3.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.26%	302.36K	23.91M	51.25K	+20.41%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.32%	317.94K	25.15M	15.68K	+5.19%
Mar 31, 2026	LPL FINANCIAL LLC	1.33%	320.13K	25.32M	-38.38K	-10.71%
Mar 31, 2026	VERABANK, N.A.	1.93%	463.29K	36.64M	2.73K	+0.59%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	2.28%	547.45K	43.3M	7.53K	+1.40%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.06%	14.53K	1.15M	14.53K	+100.00%
Mar 31, 2026	VALUED RETIREMENTS, INC.	0.06%	15.03K	1.19M	0	0
Mar 31, 2026	COMMERCE BANK	0.07%	17.56K	1.39M	0	0
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.19%	45.72K	3.98M	45.72K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.77%	426.19K	33.71M	63.83K	+17.61%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	2.31%	555K	43.89M	555K	+100.00%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	6.66%	1.6M	126.51M	1.6M	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	15.34K	1.21M	-65	-0.42%
Mar 31, 2026	NORTHERN TRUST CORP	46.34%	11.13M	880.35M	-121.4K	-1.08%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.4%	96.52K	7.63M	-6.96K	-6.73%
Mar 31, 2026	COLONY GROUP, LLC	0.47%	113.62K	8.99M	-90.16K	-44.24%
Mar 31, 2026	BRIDGES INVESTMENT MANAGEMENT INC	0.51%	121.75K	9.63M	-764	-0.62%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.62%	148K	11.71M	92	+0.06%
Mar 31, 2026	LEDYARD NATIONAL BANK	0.63%	151.31K	11.97M	-29.62K	-16.37%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.81%	195.32K	15.45M	18.75K	+10.62%
Mar 31, 2026	UBS GROUP AG	0.99%	238.63K	18.87M	23.2K	+10.77%
Mar 31, 2026	SENTINEL TRUST CO LBA	0.04%	10.7K	846K	-1.31K	-10.88%
Mar 31, 2026	VISTA CAPITAL PARTNERS, INC.	0.05%	11.76K	930.26K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.05%	12.92K	1.02M	-1.73K	-11.78%
Mar 31, 2026	JPMORGAN CHASE & CO	0.34%	80.93K	6.25M	9.04K	+12.58%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.06%	13.44K	1.06M	-333	-2.42%
Mar 31, 2026	FIRST FINANCIAL CORP /IN/	0.06%	14.27K	1.13M	-12.5K	-46.69%
Mar 31, 2026	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.06%	14.47K	1.14M	-127	-0.87%
Mar 31, 2026	BESSEMER GROUP INC	0.06%	14.49K	1.15M	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	63.66K	5.03M	-4.79K	-6.99%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	52.06K	4.14M	-56.07K	-51.85%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.21%	49.52K	3.92M	-6.94K	-12.29%
Mar 31, 2026	HANLON INVESTMENT MANAGEMENT, INC.	0.19%	45.85K	3.63M	3.35K	+7.88%
Mar 31, 2026	SAGEWORTH TRUST CO	0.12%	29.66K	2.35M	0	0
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.07%	16.26K	1.29M	0	0
Mar 31, 2026		0.07%	16.52K	1.31M	0	0
Mar 31, 2026	HM PAYSON & CO	0.09%	22.22K	1.76M	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.08%	18.31K	1.45M	18.31K	+100.00%
Mar 31, 2026	CLAYTON FINANCIAL GROUP LLC	0.07%	17K	1.34M	0	0
Mar 31, 2026	BENJAMIN EDWARDS INC	0.32%	77.34K	6.12M	513	+0.67%
Mar 31, 2026	MATHER GROUP, LLC.	0.09%	21.01K	1.66M	-171	-0.81%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	18.96K	1.5M	4.28K	+29.19%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.08%	19.85K	1.57M	0	0
Mar 31, 2026	ANSON CAPITAL, INC.	0.09%	20.59K	1.63M	3.45K	+20.12%
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0.17%	41.89K	3.31M	-540	-1.27%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	30.88K	2.44M	721	+2.39%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.07%	15.65K	1.24M	9.95K	+174.38%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.07%	16.73K	1.32M	9.9K	+145.09%
Mar 31, 2026	FIRST FOUNDATION ADVISORS	0.13%	30.62K	2.42M	-242	-0.78%
Mar 31, 2026	ROYAL BANK OF CANADA	0.13%	32.28K	2.55M	807	+2.56%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.14%	34.52K	2.73M	7.14K	+26.07%
Mar 31, 2026	HORIZON BANCORP INC /IN/	0.14%	34.8K	2.75M	-321	-0.91%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.15%	34.92K	2.76M	-916	-2.56%
Mar 31, 2026	TIAA TRUST, NATIONAL ASSOCIATION	0.15%	34.93K	2.76M	-4.04M	-99.14%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.27%	64.96K	5.14M	14.96K	+29.92%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.28%	66.48K	5.26M	154	+0.23%
Mar 31, 2026	CFS INVESTMENT ADVISORY SERVICES, LLC	0.31%	73.59K	6.26M	-6.25K	-7.83%
Dec 31, 2025	NORTHERN TRUST CORP	44.98%	11.25M	909.31M	-93.11K	-0.82%
Dec 31, 2025	HANLON INVESTMENT MANAGEMENT, INC.	0.17%	42.5K	3.43M	-688	-1.59%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	24.69K	2M	19.27K	+355.13%
Dec 31, 2025		0.07%	16.52K	1.34M	16.52K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.28%	68.45K	5.53M	8.16K	+13.54%
Dec 31, 2025	JPMORGAN CHASE & CO	0.29%	71.89K	5.81M	-16.83K	-18.97%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.31%	76.82K	6.21M	-521	-0.67%
Dec 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.32%	79.84K	6.45M	-33.67K	-29.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	87.64K	7.08M	1.41K	+1.63%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.41%	103.48K	8.36M	-6.74K	-6.11%
Dec 31, 2025	MORGAN STANLEY	1.01%	251.32K	20.31M	861	+0.34%
Dec 31, 2025	LPL FINANCIAL LLC	1.46%	358.51K	28.97M	-6.92K	-1.89%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.47%	362.36K	29.28M	48.81K	+15.57%
Dec 31, 2025	VERABANK, N.A.	1.87%	460.56K	37.22M	2K	+0.44%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.21%	539.92K	43.63M	-4.31K	-0.79%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	16.57%	4.08M	330.9M	157.13K	+4.01%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	14.67K	1.19M	14.67K	+100.00%
Dec 31, 2025	ADDISON ADVISORS LLC	0.04%	8.88K	717.67K	-83	-0.93%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	9.12K	737.07K	-2.38K	-20.68%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.04%	10.08K	814.65K	-189	-1.84%
Dec 31, 2025	SENTINEL TRUST CO LBA	0.05%	12.01K	970K	-43	-0.36%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.06%	13.77K	1.11M	460	+3.46%
Dec 31, 2025	COMMERCE BANK	0.07%	17.56K	1.42M	0	0
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.08%	19.85K	1.6M	-307	-1.52%
Dec 31, 2025	MATHER GROUP, LLC.	0.08%	21.18K	1.71M	77	+0.36%
Dec 31, 2025	HM PAYSON & CO	0.09%	22.22K	1.8M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	27.38K	2.21M	1.73K	+6.73%
Dec 31, 2025	FIRST FINANCIAL CORP /IN/	0.11%	26.77K	2.16M	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	30.16K	2.44M	-1.48K	-4.68%
Dec 31, 2025	SAGEWORTH TRUST CO	0.12%	29.66K	2.4M	0	0
Dec 31, 2025	VISTA CAPITAL PARTNERS, INC.	0.05%	11.76K	950.49K	0	0
Dec 31, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.04%	9.97K	805.42K	0	0
Dec 31, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	9.82K	793.31K	-160	-1.60%
Dec 31, 2025	HORIZON FAMILY WEALTH, INC.	0.04%	9.6K	775.44K	55	+0.58%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	9.27K	749.35K	806	+9.52%
Dec 31, 2025	TRUST CO OF VERMONT	0.12%	30.13K	2.43M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	31.47K	2.54M	-2.11K	-6.27%
Dec 31, 2025	FIRST FOUNDATION ADVISORS	0.13%	30.86K	2.49M	0	0
Dec 31, 2025	HORIZON BANCORP INC /IN/	0.14%	35.12K	2.84M	-1.02K	-2.81%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.15%	35.84K	2.9M	-1.71K	-4.56%
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.17%	42.43K	3.43M	-8	-0.02%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	108.12K	8.86M	-9.5K	-8.08%
Dec 31, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.5%	122.51K	9.9M	-577	-0.47%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.6%	147.91K	11.95M	162	+0.11%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.72%	176.58K	14.27M	2.65K	+1.52%
Dec 31, 2025	LEDYARD NATIONAL BANK	0.74%	180.93K	14.62M	16.72K	+10.18%
Dec 31, 2025	COLONY GROUP, LLC	0.83%	203.77K	16.47M	117.07K	+135.01%
Dec 31, 2025	UBS GROUP AG	0.86%	215.43K	17.41M	-2.51K	-1.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.01%	251.11K	20.29M	1.87K	+0.75%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.21%	302.26K	24.43M	-5.74K	-1.86%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	50K	4.04M	-1.13K	-2.21%
Dec 31, 2025	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.06%	14.6K	1.18M	0	0
Dec 31, 2025	VALUED RETIREMENTS, INC.	0.06%	15.03K	1.21M	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	15.41K	1.24M	6.36K	+70.37%
Dec 31, 2025	CLAYTON FINANCIAL GROUP LLC	0.07%	17K	1.37M	17K	+100.00%
Dec 31, 2025	ANSON CAPITAL, INC.	0.07%	17.14K	1.39M	-7.19K	-29.54%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	47.73K	3.86M	-166	-0.35%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	56.46K	4.56M	-234	-0.41%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.27%	66.33K	5.36M	353	+0.54%
Dec 31, 2025	BESSEMER GROUP INC	0.06%	14.49K	1.17M	14.49K	+100.00%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.07%	16.26K	1.31M	628	+4.02%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	15.56%	3.92M	309.95M	-129.51K	-3.20%
Sep 30, 2025	NORTHERN TRUST CORP	45.06%	11.35M	900.84M	-252.62K	-2.18%
Sep 30, 2025	JPMORGAN CHASE & CO	0.35%	88.72K	7.04M	-29.81K	-25.15%
Sep 30, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.49%	123.09K	9.77M	-1.03K	-0.83%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.31%	77.34K	6.14M	-1.09K	-1.39%
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.17%	42.44K	3.37M	-6	-0.01%
Sep 30, 2025	CREATIVE PLANNING	0.05%	13.78K	1.09M	658	+5.01%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	51.13K	4.06M	-6.52K	-11.31%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.26%	65.97K	5.24M	251	+0.38%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.59%	147.74K	11.73M	-161	-0.11%
Sep 30, 2025	HORIZON BANCORP INC /IN/	0.14%	36.13K	2.87M	-1.21K	-3.23%
Sep 30, 2025	ROYAL BANK OF CANADA	0.13%	33.58K	2.67M	-2.63K	-7.27%
Sep 30, 2025	FIRST FOUNDATION ADVISORS	0.12%	30.86K	2.45M	0	0
Sep 30, 2025	TRUST CO OF VERMONT	0.12%	30.13K	2.39M	0	0
Sep 30, 2025	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.06%	14.6K	1.16M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	56.69K	4.47M	5.03K	+9.74%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.24%	60.29K	4.79M	9.77K	+19.33%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.13%	32.99K	2.62M	-1.16K	-3.40%
Sep 30, 2025	LPL FINANCIAL LLC	1.45%	365.44K	29.02M	881	+0.24%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.44%	110.22K	8.75M	-5.62K	-4.85%
Sep 30, 2025	COMMERCE BANK	0.07%	17.56K	1.39M	0	0
Sep 30, 2025	VALUED RETIREMENTS, INC.	0.06%	15.03K	1.1M	0	0
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	15.63K	1.24M	-628	-3.86%
Sep 30, 2025	SAGEWORTH TRUST CO	0.12%	29.66K	2.36M	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	31.64K	2.51M	1.51K	+4.99%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.34%	86.23K	6.85M	-4.01K	-4.44%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.08%	20.16K	1.6M	-1.23K	-5.76%
Sep 30, 2025	MATHER GROUP, LLC.	0.08%	21.11K	1.68M	-741	-3.39%
Sep 30, 2025	HM PAYSON & CO	0.09%	22.22K	1.76M	0	0
Sep 30, 2025	ANSON CAPITAL, INC.	0.1%	24.33K	1.93M	-496	-2.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.1%	25.65K	2.04M	-1.23K	-4.57%
Sep 30, 2025	FIRST FINANCIAL CORP /IN/	0.11%	26.77K	2.13M	24.57K	+1,116.40%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	7.37K	585.45K	-80	-1.07%
Sep 30, 2025	WEST MICHIGAN ADVISORS, LLC	0.03%	7.39K	586.34K	-47	-0.63%
Sep 30, 2025	MCGINN PENNINGER INVESTMENT MANAGEMENT, INC.	0.03%	7.46K	592K	-1.75K	-18.96%
Sep 30, 2025	CHARTER CAPITAL MANAGEMENT, LLC\DE	0.03%	7.54K	598.39K	-1.32K	-14.93%
Sep 30, 2025	M. KRAUS & CO	0.03%	8K	635.2K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	8.1K	642.82K	0	0
Sep 30, 2025	FIRESTONE CAPITAL MANAGEMENT	0.03%	8.16K	647.9K	0	0
Sep 30, 2025	ADDISON ADVISORS LLC	0.04%	8.96K	711.74K	-568	-5.96%
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.04%	8.97K	712.22K	-70	-0.77%
Sep 30, 2025	F/M INVESTMENTS LLC	0.04%	9.34K	739.49K	-2.74K	-22.67%
Sep 30, 2025	HORIZON FAMILY WEALTH, INC.	0.04%	9.54K	757.56K	39	+0.41%
Sep 30, 2025	CEDAR WEALTH MANAGEMENT, LLC	0.04%	9.97K	791.36K	0	0
Sep 30, 2025	UBS GROUP AG	0.87%	217.94K	17.3M	-3.56K	-1.61%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	117.62K	9.33M	-6.31K	-5.09%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.15%	37.55K	2.98M	-672	-1.76%
Sep 30, 2025	FMR LLC	0.04%	11.11K	882K	3.89K	+53.79%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	10.27K	815.44K	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.34%	86.71K	6.88M	-4.15K	-4.57%
Sep 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	9.98K	792.17K	-1.43K	-12.54%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	11.5K	912.96K	553	+5.05%
Sep 30, 2025	VISTA CAPITAL PARTNERS, INC.	0.05%	11.76K	933.9K	11.76K	+100.00%
Sep 30, 2025	SENTINEL TRUST CO LBA	0.05%	12.05K	957K	-45	-0.37%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	13.31K	1.06M	776	+6.19%
Sep 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.45%	113.52K	9.1M	-10.23K	-8.27%
Sep 30, 2025	HANLON INVESTMENT MANAGEMENT, INC.	0.17%	43.19K	3.43M	10.96K	+34.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	47.89K	3.8M	1.81K	+3.93%
Sep 30, 2025	LEDYARD NATIONAL BANK	0.65%	164.21K	13.04M	-2.12K	-1.28%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.69%	173.93K	13.81M	197	+0.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.99%	249.24K	19.79M	-11.61K	-4.45%
Sep 30, 2025	MORGAN STANLEY	0.99%	250.46K	19.89M	2.51K	+1.01%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.22%	308K	24.45M	27.94K	+9.98%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.25%	313.55K	24.9M	42.97K	+15.88%
Sep 30, 2025	VERABANK, N.A.	1.82%	458.56K	36.41M	5.65K	+1.25%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.16%	544.23K	43.21M	-14.99K	-2.68%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.09%	21.39K	1.57M	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.48%	115.84K	8.48M	-8.83K	-7.08%
Jun 30, 2025	HM PAYSON & CO	0.09%	22.22K	1.63M	0	0
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.31%	559.22K	40.92M	4.58K	+0.83%
Jun 30, 2025	VERABANK, N.A.	1.87%	452.91K	33.14M	19.46K	+4.49%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.12%	270.58K	19.8M	19.83K	+7.91%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.08%	260.85K	19.09M	-42.87K	-14.11%
Jun 30, 2025	UBS GROUP AG	0.92%	221.5K	16.21M	-3.03K	-1.35%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.72%	173.73K	12.71M	-1.21K	-0.69%
Jun 30, 2025	LEDYARD NATIONAL BANK	0.69%	166.33K	12.17M	4.5K	+2.78%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.61%	147.91K	10.82M	-44	-0.03%
Jun 30, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.51%	123.75K	9.06M	9.22K	+8.05%
Jun 30, 2025	JPMORGAN CHASE & CO	0.49%	118.53K	8.67M	-5.02K	-4.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	51.66K	3.78M	36.51K	+241.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	50.52K	3.7M	-12.1K	-19.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	46.08K	3.37M	-629	-1.35%
Jun 30, 2025	HANLON INVESTMENT MANAGEMENT, INC.	0.13%	32.23K	2.36M	-4.25K	-11.64%
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.13%	30.86K	2.26M	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	30.13K	2.21M	845	+2.89%
Jun 30, 2025	TRUST CO OF VERMONT	0.12%	30.13K	2.2M	0	0
Jun 30, 2025	SAGEWORTH TRUST CO	0.12%	29.66K	2.17M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	26.88K	1.97M	-5.38K	-16.67%
Jun 30, 2025	ANSON CAPITAL, INC.	0.1%	24.82K	1.82M	90	+0.36%
Jun 30, 2025	MATHER GROUP, LLC.	0.09%	21.85K	1.6M	-1.83K	-7.74%
Jun 30, 2025	COLONY GROUP, LLC	0.38%	90.86K	6.65M	-4.35K	-4.57%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.37%	90.24K	6.6M	-8.1K	-8.24%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.32%	78.43K	5.74M	-259	-0.33%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.27%	65.72K	4.81M	482	+0.74%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	16.26K	1.19M	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.16%	38.22K	2.8M	-97	-0.25%
Jun 30, 2025	HORIZON BANCORP INC /IN/	0.15%	37.34K	2.73M	-1.39K	-3.59%
Jun 30, 2025	ROYAL BANK OF CANADA	0.15%	36.21K	2.65M	2.06K	+6.04%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.06%	14.56K	1.07M	-630	-4.15%
Jun 30, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.51%	124.12K	9.08M	-93	-0.07%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	123.94K	9.24M	-11.13K	-8.24%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.14%	34.16K	2.5M	34.16K	+100.00%
Jun 30, 2025	COMMERCE BANK	0.07%	17.56K	1.28M	0	0
Jun 30, 2025		0.06%	15.03K	1.1M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	14.71K	1.08M	-2.49K	-14.46%
Jun 30, 2025	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.06%	14.6K	1.07M	0	0
Jun 30, 2025	CREATIVE PLANNING	0.05%	13.12K	960.36K	-11	-0.08%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	12.54K	917.49K	1.52K	+13.76%
Jun 30, 2025	SENTINEL TRUST CO LBA	0.05%	12.09K	885K	0	0
Jun 30, 2025	F/M INVESTMENTS LLC	0.05%	12.07K	883.58K	-4.61K	-27.64%
Jun 30, 2025	PARSONS CAPITAL MANAGEMENT INC/RI	0.05%	11.41K	834.84K	-953	-7.71%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.05%	11.35K	831K	-636	-5.31%
Jun 30, 2025	NORTHERN TRUST CORP	48%	11.6M	848.75M	-220.46K	-1.87%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	16.75%	4.05M	295.35M	190.69K	+4.94%
Jun 30, 2025	MORGAN STANLEY	1.03%	247.95K	18.15B	7.92K	+3.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	57.65K	4.22B	-38.91K	-40.30%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.18%	42.44K	3.11M	-1.58K	-3.59%
Jun 30, 2025	VALUED RETIREMENTS, INC.	0.06%	15.03K	1.1M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	1.51%	364.55K	26.68M	-720	-0.20%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	280.06K	20.49M	10.29K	+3.81%
Mar 31, 2025	ANSON CAPITAL, INC.	0.1%	24.73K	1.69M	-26	-0.11%
Mar 31, 2025	SAGEWORTH TRUST CO	0.12%	29.66K	2.03M	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	98.35K	6.72M	-15.14K	-13.34%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.73%	174.94K	11.96M	4.39K	+2.58%
Mar 31, 2025	UBS GROUP AG	0.94%	224.52K	15.35M	-2.84K	-1.25%
Mar 31, 2025	TRUST CO OF VERMONT	0.13%	30.13K	2.06M	0	0
Mar 31, 2025	FIRST FOUNDATION ADVISORS	0.13%	30.86K	2.11M	0	0
Mar 31, 2025	GWN SECURITIES INC.	0.08%	18.23K	1.27M	18.23K	+100.00%
Mar 31, 2025	RED TORTOISE LLC	0.08%	18.39K	1.26M	49	+0.27%
Mar 31, 2025	MATHER GROUP, LLC.	0.1%	23.68K	1.62M	-2.35K	-9.02%
Mar 31, 2025	TRANSFORM WEALTH, LLC	0.25%	61.16K	4.18M	-6.87K	-10.10%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.27%	65.24K	4.46M	492	+0.76%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.33%	78.69K	5.38M	4.77K	+6.45%
Mar 31, 2025		0.06%	15.03K	1.03M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	17.19K	1.18M	8.41K	+95.79%
Mar 31, 2025	COMMERCE BANK	0.07%	17.56K	1.2M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	32.26K	2.21M	-70	-0.22%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	34.15K	2.33M	-1.26K	-3.57%
Mar 31, 2025	CFS INVESTMENT ADVISORY SERVICES, LLC	0.48%	114.53K	7.83M	9.53K	+9.08%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.52%	124.67K	8.52M	-19.3K	-13.41%
Mar 31, 2025	MORGAN STANLEY	1%	240.03K	16.41M	280	+0.12%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.04%	250.75K	17.14M	43.23K	+20.83%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.06%	15.19K	1.04M	-24	-0.16%
Mar 31, 2025	F/M INVESTMENTS LLC	0.07%	16.69K	1.14M	0	0
Mar 31, 2025	JOHN W. BROOKER & CO., CPAS	0.08%	19.12K	1.31M	-2.42K	-11.23%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.18%	44.02K	3.01M	-5.19K	-10.55%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.26%	62.62K	4.28M	6.79K	+12.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.26%	303.72K	20.76M	-14.24K	-4.48%
Mar 31, 2025	VERABANK, N.A.	1.81%	433.45K	29.63M	3.98K	+0.93%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.52%	124.67K	8.52M	-19.3K	-13.41%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.12%	269.77K	18.44M	-4.72K	-1.72%
Mar 31, 2025	LPL FINANCIAL LLC	1.52%	365.27K	24.97M	42.43K	+13.14%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.31%	554.64K	37.92M	-426	-0.08%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	16.06%	3.86M	263.69M	-163.19K	-4.06%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	46.71K	3.19M	-352	-0.75%
Mar 31, 2025	NORTHERN TRUST CORP	49.22%	11.82M	807.92M	-54.95K	-0.46%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.62%	147.95K	10.11M	388	+0.26%
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.09%	21.39K	1.46M	0	0
Mar 31, 2025	HM PAYSON & CO	0.09%	22.22K	1.52M	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.4%	95.21K	6.51M	-2.01K	-2.07%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.4%	96.56K	6.6M	38.51K	+66.34%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	135.07K	9.23M	11.74K	+9.52%
Mar 31, 2025	LEDYARD NATIONAL BANK	0.67%	161.83K	11.06M	-5.07K	-3.04%
Mar 31, 2025	HANLON INVESTMENT MANAGEMENT, INC.	0.15%	36.47K	2.49M	-3.19K	-8.05%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.16%	38.32K	2.52M	-1.41K	-3.54%
Mar 31, 2025	HORIZON BANCORP INC /IN/	0.16%	38.73K	2.65M	-13.85K	-26.35%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.07%	16.26K	1.11M	628	+4.02%
Mar 31, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.52%	124.21K	8.49M	-6.43K	-4.92%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	29.29K	2M	-78	-0.27%
Mar 31, 2025	JPMORGAN CHASE & CO	0.51%	123.56K	8.45M	8.82K	+7.69%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	15.15K	1.04M	-162.57K	-91.48%
Mar 31, 2024	MORGAN STANLEY	0.94%	265.34K	17.49M	-11.18K	-4.04%
Mar 31, 2024	COMMERCE BANK	0.07%	18.14K	1.2M	2.32K	+14.63%
Mar 31, 2024	JOHN W. BROOKER & CO., CPAS	0.08%	21.53K	1.42M	1	0.00%
Mar 31, 2024	HM PAYSON & CO	0.09%	22.22K	1.46M	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	24.7K	1.63M	13.57K	+121.92%
Mar 31, 2024	GRAY WEALTH MANAGEMENT INC.	0.09%	22.94K	1.51M	-102	-0.44%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.09%	23.19K	1.53M	-7.15K	-23.56%
Mar 31, 2024	HANLON INVESTMENT MANAGEMENT, INC.	0.16%	41.17K	2.71M	916	+2.28%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.17%	42.41K	2.8M	-25.51K	-37.56%
Mar 31, 2024	ROYAL BANK OF CANADA	0.17%	47.72K	3.15M	13.93K	+41.23%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	45.69K	3.01M	45.69K	+100.00%
Mar 31, 2024	LEDYARD NATIONAL BANK	0.63%	161.89K	10.67M	-2.33K	-1.42%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.69%	175.34K	11.56M	-22.61K	-11.42%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.7%	177.67K	11.71M	641	+0.36%
Mar 31, 2024	UBS GROUP AG	0.82%	231.21K	15.24M	-31.73K	-12.07%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.83%	233.97K	15.42M	-35.47K	-13.16%
Mar 31, 2024	LPL FINANCIAL LLC	1.06%	297.19K	19.59M	15.17K	+5.38%
Mar 31, 2024	VERABANK, N.A.	1.59%	406.41K	26.79M	-9.3K	-2.24%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	2.14%	544.88K	35.91M	-3.73K	-0.68%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.18%	46.47K	3.06M	-9.12K	-16.41%
Mar 31, 2024	MGO ONE SEVEN LLC	0.19%	49.22K	3.24M	-3.34K	-6.35%
Mar 31, 2024	CVA FAMILY OFFICE, LLC	0.2%	51.92K	3.42M	-510	-0.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.22%	61.82K	4.07M	41.84K	+209.39%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.25%	69.13K	4.56M	54.24K	+364.22%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.25%	64.24K	4.23M	-810	-1.25%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.08%	303.71K	20.02M	4.82K	+1.61%
Mar 31, 2024	ANSON CAPITAL, INC.	0.09%	23.83K	1.57M	-159	-0.66%
Mar 31, 2024	CITADEL ADVISORS LLC	0.09%	26.66K	1.76M	26.66K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	30.17K	1.99M	0	0
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	16.96%	4.33M	285.18M	27.85K	+0.65%
Mar 31, 2024	NORTHERN TRUST CORP	43.74%	12.31M	811.14M	-445.84K	-3.50%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.06%	14.12K	932.97K	-83	-0.58%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.06%	15.63K	1.03M	0	0
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.06%	15.69K	1.03M	-371	-2.31%
Mar 31, 2024	RED TORTOISE LLC	0.07%	18.04K	1.19M	53	+0.29%
Mar 31, 2024	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.07%	18.19K	1.2M	0	0
Mar 31, 2024	MATHER GROUP, LLC.	0.08%	21.1K	1.3M	-381	-1.77%
Mar 31, 2024	SAGEWORTH TRUST CO	0.12%	29.66K	1.96M	0	0
Mar 31, 2024	TRUST CO OF VERMONT	0.12%	30.28K	2M	0	0
Mar 31, 2024	FIRST FOUNDATION ADVISORS	0.13%	32.67K	2.15M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	38.24K	2.52M	-379	-0.98%
Mar 31, 2024	HORIZON BANCORP INC /IN/	0.15%	38.71K	2.55M	-5.03K	-11.50%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	44.68K	2.95M	15.58K	+53.56%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.29%	73.51K	4.85M	-1.2K	-1.61%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.41%	116.54K	7.68M	33.66K	+40.62%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	106.77K	7.04M	74.95K	+235.51%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.44%	112K	7.38M	-36.14K	-24.40%
Mar 31, 2024	BRIDGES INVESTMENT MANAGEMENT INC	0.53%	136.02K	8.96M	-144	-0.11%
Mar 31, 2024	WEALTHSPIRE ADVISORS, LLC	0.59%	150.26K	9.9M	-7.52K	-4.76%
Mar 31, 2024	TRANSFORM WEALTH, LLC	0.63%	161.75K	10.66M	-13.1K	-7.49%
Mar 31, 2024	PARSONS CAPITAL MANAGEMENT INC/RI	0.04%	11.22K	739.18K	87	+0.78%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	11.82K	779.19K	-1.2K	-9.22%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.04%	12.23K	806.09K	11	+0.09%
Mar 31, 2024	CREATIVE PLANNING	0.05%	12.69K	836.69K	-28	-0.22%
Mar 31, 2024	HORIZON FAMILY WEALTH, INC.	0.05%	13.52K	890.92K	40	+0.30%
Mar 31, 2024	ADDISON ADVISORS LLC	0.06%	14.07K	927.09K	-1.8K	-11.37%
Dec 31, 2023	LANDMARK FINANCIAL ADVISORS, LLC	0.25%	65.14K	4.01M	4.15K	+6.80%
Dec 31, 2023	HORIZON FAMILY WEALTH, INC.	0.05%	13.48K	829.24K	98	+0.73%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.31%	82.88K	5.1M	2.51K	+3.12%
Dec 31, 2023	BRIDGES INVESTMENT MANAGEMENT INC	0.51%	136.16K	8.38M	0	0
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.56%	148.14K	9.11M	-16.03K	-9.77%
Dec 31, 2023	WEALTHSPIRE ADVISORS, LLC	0.59%	157.77K	9.71M	-6.82K	-4.14%
Dec 31, 2023	LEDYARD NATIONAL BANK	0.62%	164.22K	10.1M	-348	-0.21%
Dec 31, 2023	TRANSFORM WEALTH, LLC	0.66%	174.86K	10.76M	-10.88K	-5.86%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.67%	177.03K	10.89M	8.74K	+5.19%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.75%	197.95K	12.16M	-4.18K	-2.07%
Dec 31, 2023	UBS GROUP AG	0.99%	262.94K	16.18M	-16.13K	-5.78%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.01%	269.44K	16.58M	-39.72K	-12.85%
Dec 31, 2023	MORGAN STANLEY	1.04%	276.52K	17.01M	20.18K	+7.87%
Dec 31, 2023	LPL FINANCIAL LLC	1.06%	282.03K	17.35M	2.3K	+0.82%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.13%	298.89K	18.39M	36.07K	+13.73%
Dec 31, 2023	VERABANK, N.A.	1.57%	415.71K	25.58M	13.02K	+3.23%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	2.07%	548.62K	33.76B	-2.83K	-0.51%
Dec 31, 2023		16.19%	4.3M	264.51M	121.94K	+2.92%
Dec 31, 2023	NORTHERN TRUST CORP	48.02%	12.75M	784.67M	-249.2K	-1.92%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.05%	14.21K	876.8K	3.8K	+36.46%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.06%	14.89K	916.29K	14.89K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.06%	15.63K	961.59K	-1.59K	-9.23%
Dec 31, 2023	COMMERCE BANK	0.06%	15.82K	973.4K	0	0
Dec 31, 2023	ADDISON ADVISORS LLC	0.06%	15.87K	976.48K	-2.91K	-15.50%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.06%	16.06K	988.23K	-290	-1.77%
Dec 31, 2023	RED TORTOISE LLC	0.07%	17.99K	1.11M	131	+0.73%
Dec 31, 2023	SAGEWORTH TRUST CO OF SOUTH DAKOTA	0.07%	18.19K	1.12M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.08%	19.98K	1.23M	-41.74K	-67.63%
Dec 31, 2023	MATHER GROUP, LLC.	0.08%	21.49K	1.32M	-4.41K	-17.03%
Dec 31, 2023	JOHN W. BROOKER & CO., CPAS	0.08%	21.53K	1.32M	-12	-0.06%
Dec 31, 2023	HM PAYSON & CO	0.08%	22.22K	1.37M	0	0
Dec 31, 2023	GRAY WEALTH MANAGEMENT INC.	0.09%	23.05K	1.42M	2.13K	+10.19%
Dec 31, 2023	ANSON CAPITAL, INC.	0.09%	23.99K	1.48M	12.23K	+104.05%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.11%	29.1K	1.79M	-22.11K	-43.18%
Dec 31, 2023	SAGEWORTH TRUST CO	0.11%	29.66K	1.83M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	30.17K	1.86M	-5.89K	-16.33%
Dec 31, 2023	TRUST CO OF VERMONT	0.11%	30.28K	1.86M	0	0
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.11%	30.33K	1.87M	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	31.82K	1.96M	-165	-0.52%
Dec 31, 2023	FIRST FOUNDATION ADVISORS	0.12%	32.67K	2.01M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.13%	33.79K	2.08M	1.65K	+5.13%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	38.62K	2.38M	3.39K	+9.61%
Dec 31, 2023	HANLON INVESTMENT MANAGEMENT, INC.	0.15%	40.25K	2.48M	-14.41K	-26.36%
Dec 31, 2023	HORIZON BANCORP INC /IN/	0.16%	43.74K	2.69M	43.54K	+21,341.67%
Dec 31, 2023	CVA FAMILY OFFICE, LLC	0.2%	52.43K	3.23M	6.59K	+14.38%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.24%	65.05K	4M	443	+0.69%
Dec 31, 2023	MGO ONE SEVEN LLC	0.2%	52.55K	3.23M	-326	-0.62%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.21%	55.59K	3.42M	-3.24K	-5.51%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.23%	59.81K	972K	59.81K	+100.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.28%	74.71K	4.6M	4.54K	+6.46%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.26%	67.92K	4.18M	-44.47K	-39.57%

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