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

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

MML INVESTORS SERVICES, LLC, in the last quarter, reduced its stake in QUAL by -25.81% restricting it's holding to 1.85 million shares of worth nearly $367.58M. NEWEDGE ADVISORS, LLC also lessened -34.54% of the QUAL shares from its portfolio, reducing its holding to 714.15 thousand shares of worth $141.84M. BLACKROCK, INC. also shunned QUAL shares holding by -28.45% last quarter which brought its holding to 3.11 million shares worth $616.81M.

Investors who are buying QUAL stock?

As per its latest 13F filing, MARINER, LLC increased its stake in QUAL by 24.5% in the last quarter. The institutional holder raised its holding to 687.1 thousand shares having worth more than $136.47M. CI PRIVATE WEALTH, LLC also added 2.68% more shares of QUAL to its portfolio, raising its holding to 664.97 thousand shares of worth $132.08M. FMR LLC also increased its QUAL shares holding by 11.72% which brought its holding to 17.58 million shares worth $3.49B.

QUAL's major insiders: who are they?

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

Did an insider recently sell QUAL stock?

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

Which insider recently purchased QUAL stock?

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

How much of QUAL does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in QUAL?

MARINER, LLC is the largest institutional owner in QUAL which holds 687.1 thousand shares worth $136.47M or 0.28% of the total QUAL shares outstanding followed by MML INVESTORS SERVICES, LLC with ownership of 1.85 million shares representing 0.75% of the QUAL ownership. CI PRIVATE WEALTH, LLC is the third largest stakeholder with 664.97 thousand shares or 0.27% of the ownership worth more than $132.08M.

Is iShares MSCI USA Quality Factor ETF stock optionable?

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

Is there a short position on QUAL's shares?

Number of QUAL 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 QUAL shares are there?

As of today, null shares of QUAL are outstanding.

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

QUAL 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 QUAL is null.

iShares MSCI USA Quality Factor ETF (QUAL) 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. MARINER, LLC is the top corporate investor, holding 687.1K shares valued at $136.47M. A 0.28% stake in iShares MSCI USA Quality Factor ETF is owned by the company. MML INVESTORS SERVICES, LLC owns 1.85M shares valued at $367.58M, which translates its holding of 0.75% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	MARINER, LLC	0.28%	687.1K	136.47M	135.22K	+24.50%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.75%	1.85M	367.58M	-643.91K	-25.81%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.27%	664.97K	132.08M	17.37K	+2.68%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.29%	714.15K	141.84M	-376.79K	-34.54%
Dec 31, 2025	BLACKROCK, INC.	1.27%	3.11M	616.81M	-1.23M	-28.45%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	3.96M	785.45M	-608.68K	-13.34%
Dec 31, 2025	FMR LLC	7.16%	17.58M	3.49B	1.84M	+11.72%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.2%	488.61K	97.05M	7.96K	+1.66%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	1.97M	391.18M	-71.1K	-3.48%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.25%	609.64K	121.09M	-25.94K	-4.08%
Dec 31, 2025	CERITY PARTNERS LLC	1.44%	3.53M	700.93M	-181.33K	-4.89%
Dec 31, 2025	UBS GROUP AG	1.51%	3.72M	738.48M	-192.18K	-4.91%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.68%	4.12M	818.05M	-183.82K	-4.27%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.22%	548K	108.84M	-19.38K	-3.41%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.23%	561.99K	111.62M	-20.58K	-3.53%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.23%	567.79K	112.77M	-294.69K	-34.17%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	580.78K	115.35M	69.62K	+13.62%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.26%	650.19K	129.14M	-384.24K	-37.15%
Dec 31, 2025	FOSTER GROUP, INC.	0.29%	719.73K	142.95M	19.03K	+2.72%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.3%	727.58K	144.51M	177.29K	+32.22%
Dec 31, 2025	SNS FINANCIAL GROUP, LLC	0.31%	758.84K	150.72M	-19.79K	-2.54%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.32%	785.77K	156.07M	-452.34K	-36.53%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.33%	818.79K	162.63M	-62.16K	-7.06%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.34%	837.39K	166.32M	-406.73K	-32.69%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	846.69K	168.17M	-503.2K	-37.28%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	867.31K	172.45M	-269.09K	-23.68%
Dec 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.42%	1.02M	203.34M	-20.98K	-2.01%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.44%	1.08M	213.88M	32.28K	+3.09%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.44%	1.09M	215.53M	-898.6K	-45.30%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.44%	1.09M	217.19M	-811.93K	-42.61%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.45%	1.11M	220.26M	888.77K	+403.64%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	0.49%	1.2M	238.8M	770	+0.06%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.24%	599.7K	119.11M	14.99K	+2.56%
Dec 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.22%	548.58K	108.96M	-5.55K	-1.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.22%	536.02K	106.46M	-291.73K	-35.24%
Dec 31, 2025	FRAGASSO GROUP INC.	0.22%	534.84K	106.23M	-31.23K	-5.52%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	524.61K	104.2M	-429.12K	-44.99%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	508.91K	101.08M	-80.63K	-13.68%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.21%	507.75K	100.85M	2.58K	+0.51%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.53%	1.3M	258.36M	-37.69K	-2.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	1.36M	269.2M	-273.69K	-16.80%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.56%	1.37M	221.1M	239.68K	+21.22%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.62%	1.53M	303.95M	-521.38K	-25.41%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.63%	1.55M	308.76M	-52.34K	-3.26%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.65%	1.59M	316.36M	-131.86K	-7.65%
Dec 31, 2025	HAVERFORD TRUST CO	0.7%	1.72M	341.68M	41.54K	+2.47%
Dec 31, 2025	ROYAL BANK OF CANADA	0.7%	1.73M	343.11M	-108.42K	-5.91%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.72%	1.76M	350.45M	778.47K	+78.96%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.81%	1.99M	394.87M	-263.12K	-11.69%
Dec 31, 2025	CWM, LLC	0.91%	2.25M	446.09M	-1M	-30.84%
Dec 31, 2025	COLONY GROUP, LLC	0.97%	2.39M	474.1M	240.88K	+11.22%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.08%	2.66M	528.49M	-208.07K	-7.25%
Dec 31, 2025	RONALD BLUE TRUST, INC.	1.1%	2.7M	536.62M	-36.17K	-1.32%
Dec 31, 2025	FACET WEALTH, INC.	1.17%	2.89M	589.95M	259.41K	+9.87%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.24%	3.05M	605.9M	44.95K	+1.50%
Dec 31, 2025	M&T BANK CORP	1.26%	3.11M	618.66M	-66.16K	-2.08%
Dec 31, 2025	JPMORGAN CHASE & CO	1.81%	4.45M	884.07M	-1.93M	-30.26%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.6%	6.38M	1.27B	-760.99K	-10.65%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.63%	6.45M	1.28B	-310.26K	-4.59%
Dec 31, 2025	MORGAN STANLEY	3.65%	8.97M	1.78B	-614.48K	-6.41%
Dec 31, 2025	LPL FINANCIAL LLC	6.59%	16.18M	3.21B	-2.35M	-12.67%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.82%	16.74M	3.32B	-9.37M	-35.88%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.24%	647.61K	125.96M	5.24K	+0.82%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.39%	1.04M	203.16M	595.02K	+132.36%
Sep 30, 2025	RONALD BLUE TRUST, INC.	1.01%	2.74M	532.53M	76.97K	+2.89%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	2.25M	437.86M	-166.9K	-6.90%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	1.03M	201.2M	-68.96K	-6.25%
Sep 30, 2025	UBS GROUP AG	1.44%	3.91M	760.54M	-92.7K	-2.32%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	635.58K	123.49M	77K	+13.79%
Sep 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.23%	624.74K	121.51M	188.9K	+43.34%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	953.73K	185.5M	-152.35K	-13.77%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	0.44%	1.2M	2.98M	-10.04K	-0.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	1.14M	216.91M	-80.55K	-6.62%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.42%	1.13M	219.73M	-126.06K	-10.04%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.4%	1.09M	212.19M	-84.72K	-7.21%
Sep 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.39%	1.04M	203.21M	-16K	-1.51%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.33%	880.95K	171.34M	98.5K	+12.59%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.26%	697.5K	135.66M	43.35K	+6.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.64%	26.1M	5.08B	-6.38M	-19.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	589.53K	114.66M	-43.24K	-6.83%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.22%	584.71K	113.73M	31.97K	+5.78%
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.22%	582.57K	113.31M	6.5K	+1.13%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.21%	582.1K	113.22M	90.2K	+18.34%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.21%	567.38K	110.35M	-1.8K	-0.32%
Sep 30, 2025	FRAGASSO GROUP INC.	0.21%	566.07K	111.22M	9.03K	+1.62%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.21%	564.41K	80.75M	171.37K	+43.60%
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.2%	554.13K	107.78M	2.96K	+0.54%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.19%	511.16K	99.42M	190.46K	+59.39%
Sep 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.19%	505.17K	98.26M	8.22K	+1.65%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.18%	480.66K	93.49M	6.41K	+1.35%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	477.19K	92.81M	3.36K	+0.71%
Sep 30, 2025	UMB BANK, N.A.	0.17%	474.09K	92.21M	-27.01K	-5.39%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	464.57K	90.36M	-72.92K	-13.57%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.17%	462.53K	89.96M	-2.14K	-0.46%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	454.61K	88.42M	-15.68K	-3.33%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.17%	454.37K	88.37M	333.13K	+274.79%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.32%	862.48K	167.75M	-86.82K	-9.15%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.36%	985.96K	191.77M	35.78K	+3.77%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.31%	827.75K	161M	-25.87K	-3.03%
Sep 30, 2025	SNS FINANCIAL GROUP, LLC	0.29%	778.63K	151.44M	3.25K	+0.42%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.27%	742.91K	144.5M	2.18K	+0.29%
Sep 30, 2025	FOSTER GROUP, INC.	0.26%	700.7K	136.29M	13.6K	+1.98%
Sep 30, 2025	JB CAPITAL LLC	0.25%	687.71K	133.76M	-131.67K	-16.07%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.69%	4.56M	888.28M	-409.83K	-8.24%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.59%	4.3M	836.84M	-906.55K	-17.40%
Sep 30, 2025	LPL FINANCIAL LLC	6.84%	18.52M	3.6B	-942.21K	-4.84%
Sep 30, 2025	FMR LLC	5.81%	15.73M	3.06B	1.07M	+7.26%
Sep 30, 2025	MORGAN STANLEY	3.54%	9.58M	1.86B	-544.37K	-5.37%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.64%	7.14M	1.39B	-323.89K	-4.34%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.49%	6.76M	1.31B	-324.94K	-4.59%
Sep 30, 2025	JPMORGAN CHASE & CO	2.36%	6.38M	1.24B	-630.43K	-8.99%
Sep 30, 2025	BLACKROCK, INC.	1.6%	4.34M	844.17M	-332.79K	-7.12%
Sep 30, 2025	CERITY PARTNERS LLC	1.37%	3.71M	721.24M	-46.86K	-1.25%
Sep 30, 2025	CWM, LLC	1.2%	3.25M	631.65M	-139.59K	-4.12%
Sep 30, 2025	M&T BANK CORP	1.17%	3.18M	618.7M	-134.67K	-4.06%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.11%	3.01M	584.59M	51.08K	+1.73%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.06%	2.87M	558M	-306.1K	-9.64%
Sep 30, 2025	FACET WEALTH, INC.	0.97%	2.63M	511.28M	125.48K	+5.01%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.92%	2.49M	485.2M	-959.71K	-27.78%
Sep 30, 2025	COLONY GROUP, LLC	0.79%	2.15M	417.41M	43.31K	+2.06%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.76%	2.05M	399.05M	-61.92K	-2.93%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.75%	2.04M	396.89M	62.15K	+3.14%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.73%	1.98M	385.84M	-481.18K	-19.52%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.71%	1.93M	375.74M	964.5K	+99.71%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.7%	1.91M	370.6M	-492.66K	-20.54%
Sep 30, 2025	ROYAL BANK OF CANADA	0.68%	1.84M	357.08M	20.13K	+1.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.64%	1.72M	335.46M	-53.07K	-2.99%
Sep 30, 2025	HAVERFORD TRUST CO	0.62%	1.68M	326.51M	67.5K	+4.19%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	1.63M	316.84M	-355.98K	-17.93%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.59%	1.61M	312.53M	-66.78K	-3.99%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.5%	1.35M	262.55M	-218.75K	-13.95%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.49%	1.34M	260.33M	-4.21K	-0.31%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.46%	1.24M	241.98M	-302.67K	-19.57%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.46%	1.24M	240.81M	-355.22K	-22.29%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	1.98M	361.69M	9.73K	+0.49%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.62%	1.78M	325.01M	17.83K	+1.01%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.58%	1.67M	305.97M	1.67M	+100.00%
Jun 30, 2025	HAVERFORD TRUST CO	0.56%	1.61M	294.57M	87.3K	+5.73%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.55%	1.59M	291.29M	211.22K	+15.28%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.55%	1.57M	286.78M	19.88K	+1.28%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.54%	1.55M	283.09M	334.49K	+27.59%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	1.34M	245.46M	-93.66K	-6.52%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.42%	1.22M	222.52M	-97.75K	-7.44%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.44%	1.26M	229.58M	-33.83K	-2.62%
Jun 30, 2025	WHARTON BUSINESS GROUP, LLC	0.42%	1.21M	221.3M	-39.85K	-3.18%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.41%	1.18M	214.93M	47.09K	+4.17%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.27%	782.45K	143.05M	-6.17K	-0.78%
Jun 30, 2025	FOSTER GROUP, INC.	0.24%	687.09K	125.61M	13.09K	+1.94%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.2%	569.18K	104.06M	77.25K	+15.70%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	558.58K	102.57M	461.57K	+475.82%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.16%	470.28K	85.98M	-48.35K	-9.32%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.16%	464.67K	84.95M	-201.84K	-30.28%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.16%	454.7K	83.13M	-39.87K	-8.06%
Jun 30, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.15%	435.85K	79.68M	21.99K	+5.31%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.15%	434.71K	79.47M	-86.58K	-16.61%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.15%	425.22K	77.74M	5.68K	+1.35%
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.14%	416.65K	76.17M	966	+0.23%
Jun 30, 2025	BOGART WEALTH, LLC	0.14%	412.89K	75.48M	-184.22K	-30.85%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.14%	410.19K	74.99M	-30.05K	-6.82%
Jun 30, 2025	VALENCE8 US LP	0.14%	398.32K	72.82M	58.55K	+17.23%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.13%	375.46K	68.64M	3.24K	+0.87%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.13%	363.54K	66.46M	133.46K	+58.01%
Jun 30, 2025	SCHOOLCRAFT CAPITAL LLC	0.12%	356.15K	65.11M	-27.95K	-7.28%
Jun 30, 2025	LANDAAS & CO /WI /ADV	0.12%	354.23K	64.76M	644	+0.18%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.12%	345.62K	63.19M	-26.68K	-7.17%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.12%	340.51K	62.25M	340.51K	+100.00%
Jun 30, 2025	MORGAN STANLEY	3.52%	10.13M	1.85B	573.98K	+6.01%
Jun 30, 2025	BLACKROCK, INC.	1.63%	4.67M	854.31M	-169.8K	-3.51%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.2%	576.08K	105.32M	17.85K	+3.20%
Jun 30, 2025	FRAGASSO GROUP INC.	0.19%	557.04K	101.84M	25.61K	+4.82%
Jun 30, 2025	MARINER, LLC	0.19%	555.38K	101.53M	41.88K	+8.16%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	0.17%	496.95K	90.85M	12.24K	+2.53%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.17%	491.9K	89.93M	-39.89K	-7.50%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.73%	4.97M	909.35M	-169.24K	-3.29%
Jun 30, 2025	UBS GROUP AG	1.39%	4M	731.82M	-329.6K	-7.61%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.38%	1.1M	201.72M	-53.19K	-4.60%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	967.3K	176.84M	366.3K	+60.95%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.33%	950.18K	173.71M	-47.64K	-4.77%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.3%	853.62K	156.06M	102.23K	+13.61%
Jun 30, 2025	JPMORGAN CHASE & CO	2.44%	7.01M	1.28B	50.89K	+0.73%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.81%	5.21M	952.32M	-190.05K	-3.52%
Jun 30, 2025	CWM, LLC	1.18%	3.39M	619.24M	64.23K	+1.93%
Jun 30, 2025	M&T BANK CORP	1.15%	3.32M	606.17M	-36.3K	-1.08%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.1%	3.17M	580.45M	-380.73K	-10.71%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.03%	2.95M	540.15M	1.07M	+56.83%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.93%	2.66M	486.47M	327.4K	+14.03%
Jun 30, 2025	JB CAPITAL LLC	0.28%	819.37K	149.8M	43.02K	+5.54%
Jun 30, 2025	CERITY PARTNERS LLC	1.31%	3.76M	686.91M	1.07M	+39.63%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.2%	3.45M	631.51M	44.29K	+1.30%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.86%	2.46M	450.64M	-24.74K	-0.99%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.86%	2.48M	1.13M	2.46M	+13,080.88%
Jun 30, 2025	SOUNDWATCH CAPITAL LLC	0.85%	2.44M	6.67M	2.43M	+72,284.92%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.84%	2.42M	442.08M	47.7K	+2.01%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.83%	2.4M	438.42M	-158.63K	-6.20%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.74%	2.11M	386.41M	-34.29K	-1.60%
Jun 30, 2025	COLONY GROUP, LLC	0.73%	2.1M	384.43M	211.24K	+11.17%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	1.98M	362.9M	45.09K	+2.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	11.29%	32.48M	5.94B	624.58K	+1.96%
Jun 30, 2025	LPL FINANCIAL LLC	6.77%	19.47M	3.56B	1.28M	+7.03%
Jun 30, 2025	FMR LLC	5.1%	14.67M	2.68B	-844.26K	-5.44%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.6%	7.47M	1.37B	-10.25K	-0.14%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.46%	7.08M	1.29B	-215.74K	-2.96%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.4%	1.15M	209.88M	-102.05K	-8.16%
Jun 30, 2025	FACET WEALTH, INC.	0.87%	2.5M	460.89M	174.71K	+7.50%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.16%	473.83K	86.63M	-25.56K	-5.12%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.16%	474.24K	86.7M	-17.51K	-3.56%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.17%	476.95K	87.2M	31.96K	+7.18%
Jun 30, 2025	UMB BANK, N.A.	0.17%	501.1K	91.61M	-19.97K	-3.83%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.17%	502.94K	91.95M	-2.79K	-0.55%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	534.58K	97.73M	-7.32K	-1.35%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.19%	537.49K	98.26M	41.02K	+8.26%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.19%	542.77K	45.31M	406.49K	+298.28%
Jun 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.19%	551.17K	100.76M	6.48K	+1.19%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.22%	626.94K	114.62M	-7.68K	-1.21%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.22%	642.37K	117.44M	-1.23K	-0.19%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.23%	654.16K	119.59M	141.87K	+27.69%
Jun 30, 2025	ROYAL BANK OF CANADA	0.63%	1.82M	331.96M	-22.09K	-1.20%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	1.11M	202.21M	-7.33K	-0.66%
Jun 30, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.37%	1.06M	193.93M	-39.35K	-3.58%
Jun 30, 2025	SNS FINANCIAL GROUP, LLC	0.27%	775.37K	141.75M	20.27K	+2.68%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.26%	740.73K	135.42M	29.73K	+4.18%
Mar 31, 2025	ROYAL BANK OF CANADA	0.64%	1.84M	314.07M	108.96K	+6.30%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.66%	1.88M	321.94M	601.09K	+46.86%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.89%	2.56M	436.92M	-662.25K	-20.57%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.44%	1.25M	213.62M	26.18K	+2.14%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.24%	3.56M	607.64M	-408.67K	-10.31%
Mar 31, 2025	UBS GROUP AG	1.51%	4.33M	740.39M	-241.92K	-5.29%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.26%	751.39K	128.4M	58.44K	+8.43%
Mar 31, 2025	JB CAPITAL LLC	0.27%	776.36K	132.67M	158.81K	+25.72%
Mar 31, 2025	SNS FINANCIAL GROUP, LLC	0.26%	755.1K	129.04M	11K	+1.48%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.54%	1.55M	264.67M	77.38K	+5.26%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	2.37M	405.08M	-60.47K	-2.49%
Mar 31, 2025	MORGAN STANLEY	3.33%	9.55M	1.63B	460.86K	+5.07%
Mar 31, 2025	CONNECTICUT WEALTH MANAGEMENT, LLC	0.38%	1.1M	188M	-500.37K	-31.26%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.27%	788.62K	134.77M	188.49K	+31.41%
Mar 31, 2025	HAVERFORD TRUST CO	0.53%	1.52M	260.42M	141.45K	+10.23%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.19%	3.41M	582.74M	342.82K	+11.18%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.5%	1.44M	245.45M	25.6K	+1.81%
Mar 31, 2025	BLACKROCK, INC.	1.69%	4.84M	827.58M	239.38K	+5.20%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.88%	5.4M	922.65M	49.67K	+0.93%
Mar 31, 2025	JPMORGAN CHASE & CO	2.42%	6.96M	1.19B	380.9K	+5.79%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.35%	997.83K	170.52M	39.48K	+4.12%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.4%	1.16M	197.65M	109.73K	+10.48%
Mar 31, 2025	WHARTON BUSINESS GROUP, LLC	0.44%	1.25M	213.97M	-3.11K	-0.25%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.45%	1.29M	220.38M	-51.67K	-3.85%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	1.31M	224.8M	-173.61K	-11.67%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.61%	1.76M	300.75M	144.91K	+8.97%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	1.94M	331.51M	140.3K	+7.80%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	1.97M	336.43M	107.66K	+5.79%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.75%	2.15M	367.05M	134.43K	+6.68%
Mar 31, 2025	FACET WEALTH, INC.	0.81%	2.33M	399.8M	-68.97K	-2.88%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.81%	2.33M	398.78M	132.6K	+6.02%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.87%	2.49M	425.46M	299.55K	+13.68%
Mar 31, 2025	CERITY PARTNERS LLC	0.94%	2.69M	459.68M	-1.02K	-0.04%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.94%	2.71M	462.28M	2.71M	+3,606,710.67%
Mar 31, 2025	M&T BANK CORP	1.17%	3.35M	572.81M	-453.45K	-11.92%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.48%	1.38M	236.19M	-763.98K	-35.60%
Mar 31, 2025	CWM, LLC	1.16%	3.32M	567.85M	-436.78K	-11.62%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	2.54%	7.3M	1.25B	-382.87K	-4.99%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.39%	1.11M	190.27M	-33.76K	-2.94%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.39%	1.13M	192.86M	171.22K	+17.88%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.6%	7.48M	1.28B	-242.23K	-3.14%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	11.09%	31.85M	5.44B	2.71M	+9.31%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.79%	5.14M	878.89M	324.48K	+6.73%
Mar 31, 2025	FMR LLC	5.4%	15.51M	2.65B	-629.22K	-3.90%
Mar 31, 2025	COLONY GROUP, LLC	0.66%	1.89M	323.24M	1.29M	+213.37%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.42%	1.21M	207.17M	286.2K	+30.90%
Mar 31, 2025	LPL FINANCIAL LLC	6.33%	18.19M	3.11B	1.32M	+7.82%
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.25%	711K	121.5M	308.79K	+76.77%
Mar 31, 2025	FOSTER GROUP, INC.	0.23%	674K	115.18M	16.73K	+2.55%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.23%	666.51K	113.9M	190.78K	+40.10%

Frequently Asked Questions