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

Who are the major shareholders selling State Street SPDR S&P Dividend ETF stock?

LPL FINANCIAL LLC, in the last quarter, reduced its stake in SDY by -1.02% restricting it's holding to 3 million shares of worth nearly $437.55M. PRIVATE ADVISOR GROUP, LLC also lessened -0.76% of the SDY shares from its portfolio, reducing its holding to 113.51 thousand shares of worth $16.56M. TIGEROAK MANAGEMENT, L.L.C. also shunned SDY shares holding by -0.28% last quarter which brought its holding to 124.03 thousand shares worth $18.10M.

Investors who are buying SDY stock?

As per its latest 13F filing, FIFTH THIRD BANCORP increased its stake in SDY by 1,558.66% in the last quarter. The institutional holder raised its holding to 115.08 thousand shares having worth more than $16.79M. REGENT PEAK WEALTH ADVISORS LLC also added 58.61% more shares of SDY to its portfolio, raising its holding to 152.15 thousand shares of worth $22.20M. MARINER, LLC also increased its SDY shares holding by 38.9% which brought its holding to 304.38 thousand shares worth $44.42M.

SDY's major insiders: who are they?

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

Did an insider recently sell SDY stock?

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

Which insider recently purchased SDY stock?

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

How much of SDY does insiders own?

Around 0 State Street SPDR S&P Dividend ETF shares are held by insiders, which represents about N/A of SDY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SDY?

LPL FINANCIAL LLC is the largest institutional owner in SDY which holds 3 million shares worth $437.55M or 2.14% of the total SDY shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 113.51 thousand shares representing 0.08% of the SDY ownership. FIFTH THIRD BANCORP is the third largest stakeholder with 115.08 thousand shares or 0.08% of the ownership worth more than $16.79M.

Is State Street SPDR S&P Dividend 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 SDY is concerned, it is a stock which is optionable.

Is there a short position on SDY's shares?

Number of SDY 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 SDY shares are there?

As of today, null shares of SDY are outstanding.

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

SDY 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 SDY is null.

State Street SPDR S&P Dividend ETF (SDY) 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. LPL FINANCIAL LLC is the top corporate investor, holding 3M shares valued at $437.55M. A 2.14% stake in State Street SPDR S&P Dividend ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 113.51K shares valued at $16.56M, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	LPL FINANCIAL LLC	2.14%	3M	437.55M	-30.87K	-1.02%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.08%	113.51K	16.56M	-872	-0.76%
Mar 31, 2026	FIFTH THIRD BANCORP	0.08%	115.08K	16.79M	108.14K	+1,558.66%
Mar 31, 2026	TIGEROAK MANAGEMENT, L.L.C.	0.09%	124.03K	18.1M	-344	-0.28%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.1%	145.59K	21.25M	-50	-0.03%
Mar 31, 2026	SCOTIA CAPITAL INC.	0.11%	150.56K	21.97M	-721	-0.48%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.11%	150.88K	22.02M	-27.96K	-15.64%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	280.48K	40.93M	-3.68K	-1.30%
Mar 31, 2026	REGENT PEAK WEALTH ADVISORS LLC	0.11%	152.15K	22.2M	56.22K	+58.61%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.11%	159.42K	23.27M	-32.8K	-17.06%
Mar 31, 2026	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.13%	175.51K	25.61M	-366	-0.21%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.18%	3.06M	446.51M	-31.1K	-1.01%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.25%	351.91K	51.36M	-54.81K	-13.48%
Mar 31, 2026	MARINER, LLC	0.22%	304.38K	44.42M	85.24K	+38.90%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.79%	1.1M	161.03M	23.89K	+2.21%
Mar 31, 2026	ROYAL BANK OF CANADA	1.44%	2.02M	295.04M	-122.21K	-5.70%
Mar 31, 2026	MORGAN STANLEY	3.46%	4.85M	707.79M	9.15K	+0.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.22%	7.32M	1.07B	36.79K	+0.51%
Mar 31, 2026	RICHARD BERNSTEIN ADVISORS LLC	0.81%	1.14M	166.3M	120.78K	+11.86%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	216.21K	31.55M	-3.89K	-1.77%
Mar 31, 2026	JPMORGAN CHASE & CO	1%	1.4M	202.21M	-25.29K	-1.77%
Mar 31, 2026	UBS GROUP AG	1.19%	1.67M	244.32M	-39.51K	-2.31%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.18%	255.21K	37.24M	10.55K	+4.31%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	0.45%	629.43K	91.86M	-24.32K	-3.72%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.53%	742.6K	108.38M	-57.28K	-7.16%
Mar 31, 2026	KLINGMAN & ASSOCIATES, LLC	0.14%	189.36K	27.63M	-2.51K	-1.31%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.14%	195.07K	28.47M	1.11K	+0.57%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	223.64K	32.68M	-148.76K	-39.95%
Mar 31, 2026	LINSCOMB & WILLIAMS, INC.	0.18%	256.91K	37.49M	-21.2K	-7.62%
Mar 31, 2026	WOLFF FINANCIAL MANAGEMENT LLC	0.19%	259.98K	37.94M	5.81K	+2.29%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	267.7K	39.07M	9.39K	+3.63%
Mar 31, 2026	CREATIVE PLANNING	0.31%	439.2K	64.1M	-2.97K	-0.67%
Mar 31, 2026	1ST SOURCE BANK	0.32%	450.03K	65.68M	-35.43K	-7.30%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.33%	460.74K	67.24M	-22.83K	-4.72%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.13%	178.03K	25.98M	-4.4K	-2.41%
Mar 31, 2026	GRAVES LIGHT LENHART WEALTH, INC.	0.13%	182.04K	26.57M	91	+0.05%
Mar 31, 2026	MARINO, STRAM & ASSOCIATES LLC	0.2%	278.65K	40.67M	-1.17K	-0.42%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.2%	280.24K	40.9M	4.96K	+1.80%
Mar 31, 2026	LEGACY FINANCIAL GROUP LLC	0.21%	291.42K	42.53M	-113	-0.04%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.23%	328.84K	47.99M	-2.81K	-0.85%
Mar 31, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.26%	368.5K	53.78M	14.64K	+4.14%
Mar 31, 2026	ELK RIVER WEALTH MANAGEMENT, LLC	0.3%	422.52K	61.66M	799	+0.19%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.33%	465.86K	67.99M	-12.12K	-2.54%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.34%	479.13K	69.92M	-2.75K	-0.57%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.13%	176.67K	25.8M	-7.78K	-4.22%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.35%	486.2K	70.26M	29.08K	+6.36%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.35%	495.04K	72.25M	-7.53K	-1.50%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.37%	514.32K	75.08M	37.44K	+7.85%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.41%	572.6K	83.57M	-32.57K	-5.38%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.18%	253.13K	36.94M	33.43K	+15.22%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	209.96K	30.64M	-23.87K	-10.21%
Mar 31, 2026	FLAHARTY ASSET MANAGEMENT, LLC	0.14%	197.47K	28.82M	-1.06K	-0.53%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.71%	992.29K	144.81M	200.54K	+25.33%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.66%	930.33K	135.77M	-24.27K	-2.54%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	894.63K	130.56M	-37.82K	-4.06%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.56%	782.74K	114.23M	11.24K	+1.46%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.51%	709.67K	103.57M	-28.04K	-3.80%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.95%	1.33M	196.79M	-202.58K	-13.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.57%	2.2M	321.05M	123.24K	+5.93%
Mar 31, 2026	JOEL ISAACSON & CO., LLC	2.03%	2.85M	415.49M	58.59K	+2.10%
Dec 31, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.31%	421.72K	58.5M	3.31K	+0.79%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.11%	145.64K	20.27M	-841	-0.57%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.11%	150.91K	21M	100.31K	+198.22%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	477.99K	66.52M	28.01K	+6.23%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	483.57K	67.29M	-100.63K	-17.23%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	481.88K	67.06M	-6.07K	-1.24%
Dec 31, 2025	1ST SOURCE BANK	0.37%	485.46K	67.56M	-122.14K	-20.10%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.38%	502.57K	69.94M	-7.75K	-1.52%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	605.17K	84.22M	1.23K	+0.20%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.56%	737.71K	102.66M	-10.03K	-1.34%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.57%	771.5K	107.48M	2.91K	+0.38%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.58%	791.75K	110.18M	19.37K	+2.51%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	932.45K	129.76M	-34.29K	-3.55%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.7%	954.6K	132.84M	2.84K	+0.30%
Dec 31, 2025	MIDWEST TRUST CO	0.09%	113.53K	15.8M	2.79K	+2.52%
Dec 31, 2025	COMERICA BANK	0.09%	114.55K	15.94M	-2.39K	-2.04%
Dec 31, 2025	TIGEROAK MANAGEMENT, L.L.C.	0.09%	124.37K	17.31M	-1.18K	-0.94%
Dec 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	0.77%	1.02M	141.76M	-20.7K	-1.99%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	1.08M	150.23M	-6.29K	-0.58%
Dec 31, 2025	JPMORGAN CHASE & CO	1.08%	1.42M	198.26M	29.64K	+2.12%
Dec 31, 2025	UBS GROUP AG	1.26%	1.71M	238.47M	-19.07K	-1.10%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.53%	2.08M	288.98M	39.57K	+1.94%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	2.11%	2.79M	388.04M	121.37K	+4.55%
Dec 31, 2025	LPL FINANCIAL LLC	2.21%	3.03M	421.51M	-2.48K	-0.08%
Dec 31, 2025	MORGAN STANLEY	3.57%	4.84M	673.63M	95.88K	+2.02%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.14%	192.22K	26.75M	-2.5K	-1.28%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.15%	193.95K	26.99M	10.57K	+5.76%
Dec 31, 2025	MARINER, LLC	0.16%	219.14K	30.5M	-1.68K	-0.76%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	219.7K	30.57M	7.61K	+3.59%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	220.1K	30.63M	3.65K	+1.69%
Dec 31, 2025	LANHAM O'DELL & COMPANY, INC.	0.16%	217.25K	30.23M	18.28K	+9.19%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	233.83K	32.54M	-4.98K	-2.08%
Dec 31, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.19%	254.18K	35.37M	6.94K	+2.81%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	275.28K	38.31M	-1.89K	-0.68%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	457.11K	63.61M	30.29K	+7.10%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	476.88K	66.38M	-2.9K	-0.60%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.59%	799.89K	111.31M	6.96K	+0.88%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.87%	1.18M	163.73M	1.15M	+4,107.76%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	178.85K	24.89M	-17.27K	-8.81%
Dec 31, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.13%	175.88K	24.48M	230	+0.13%
Dec 31, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.14%	181.95K	25.32M	-414	-0.23%
Dec 31, 2025	KLINGMAN & ASSOCIATES, LLC	0.15%	191.87K	26.7M	-2K	-1.03%
Dec 31, 2025	LINSCOMB & WILLIAMS, INC.	0.2%	278.1K	38.7M	-260	-0.09%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.21%	284.16K	39.54M	11.18K	+4.10%
Dec 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.21%	279.83K	38.94M	-1.66K	-0.59%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.24%	325.1K	45.24M	101.58K	+45.44%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.26%	353.86K	49.24M	11.5K	+3.36%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.28%	372.4K	52.97M	-6.02K	-1.59%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	406.72K	56.6M	971	+0.24%
Dec 31, 2025	ROYAL BANK OF CANADA	1.58%	2.14M	298.35M	-5.07K	-0.24%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.27%	3.09M	430.09M	-25.91K	-0.83%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.37%	7.28M	1.01B	-73.95K	-1.01%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.18%	244.65K	34.05M	47.68K	+24.20%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	258.31K	35.95M	12.72K	+5.18%
Dec 31, 2025	CREATIVE PLANNING	0.33%	442.16K	61.53M	-23.28K	-5.00%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	0.22%	291.53K	44.5M	1.91K	+0.66%
Dec 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.18%	247.5K	34.44M	0	0
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	0.48%	653.75K	90.98M	-44.45K	-6.37%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.13%	1.54M	213.46M	-17.66K	-1.14%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.25%	331.65K	46.15M	-2.62K	-0.78%
Dec 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.15%	198.53K	27.63M	-15.17K	-7.10%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.12%	169.24K	23.55M	2.45K	+1.47%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.11%	151.28K	21.05M	-6.32K	-4.01%
Sep 30, 2025	UMB BANK, N.A.	0.08%	114.41K	16.02M	-2.21K	-1.89%
Sep 30, 2025	FMR LLC	0.08%	118.63K	16.61M	5.65K	+5.00%
Sep 30, 2025	TIGEROAK MANAGEMENT, L.L.C.	0.09%	125.55K	17.58M	-55	-0.04%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.1%	146.48K	20.52M	-16	-0.01%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.11%	166.8K	23.36M	397	+0.24%
Sep 30, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.12%	175.65K	24.6M	4.34K	+2.53%
Sep 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.13%	182.36K	25.54M	-7.49K	-3.94%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.13%	183.39K	25.68M	-4.32K	-2.30%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	0.48%	698.2K	97.78M	-630	-0.09%
Sep 30, 2025	KLINGMAN & ASSOCIATES, LLC	0.13%	193.87K	27.15M	-1.38K	-0.71%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	0.2%	289.63K	40.56M	3.04K	+1.06%
Sep 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.17%	247.5K	34.66M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	216.45K	30.31M	15.66K	+7.80%
Sep 30, 2025	LANHAM O'DELL & COMPANY, INC.	0.14%	198.97K	27.87M	91.54K	+85.20%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.07%	7.36M	1.03B	-48.03K	-0.65%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.4%	2.04M	285.29M	-57.53K	-2.75%
Sep 30, 2025	UBS GROUP AG	1.19%	1.73M	242.66M	165.05K	+10.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.07%	1.55M	217.28M	-51.39K	-3.20%
Sep 30, 2025	JPMORGAN CHASE & CO	0.96%	1.4M	195.38M	-56.41K	-3.89%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.31%	449.98K	63.02M	2.35K	+0.53%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	426.83K	59.49M	45.54K	+11.94%
Sep 30, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.29%	418.42K	58.6M	5.29K	+1.28%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.28%	405.75K	56.83M	-10.73K	-2.58%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	378.42K	53.05M	3.68K	+0.98%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	334.27K	46.81M	-7.12K	-2.09%
Sep 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.19%	281.49K	39.42M	1.75K	+0.63%
Sep 30, 2025	MARINER, LLC	0.15%	220.82K	30.93M	5.37K	+2.49%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.35%	510.32K	71.47M	-4.25K	-0.83%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.24%	342.36K	47.95M	-18.53K	-5.13%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	212.1K	29.7M	44.23K	+26.35%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.15%	223.53K	31.3M	124.86K	+126.56%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	238.8K	33.45M	12.55K	+5.55%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	245.6K	34.4M	14.55K	+6.30%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.51%	747.74K	104.72M	-62.29K	-7.69%
Sep 30, 2025	LPL FINANCIAL LLC	2.09%	3.03M	424.56M	20.41K	+0.68%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.15%	3.12M	436.47M	-16.87K	-0.54%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.13%	194.71K	27.27M	-11.47K	-5.56%
Sep 30, 2025	LINSCOMB & WILLIAMS, INC.	0.19%	278.36K	38.98M	-5.6K	-1.97%
Sep 30, 2025	ROYAL BANK OF CANADA	1.48%	2.15M	300.96M	-40.65K	-1.86%
Sep 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.15%	213.7K	29.93M	7.75K	+3.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	479.78K	67.56M	-45.9K	-8.73%
Sep 30, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.17%	247.24K	34.63M	9.12K	+3.83%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	196.12K	27.47M	-9.08K	-4.42%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	196.98K	27.59M	-5.79K	-2.86%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.19%	272.98K	38.23M	-5.95K	-2.13%
Sep 30, 2025	CREATIVE PLANNING	0.32%	465.44K	65.18M	-26.75K	-5.44%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.53%	768.59K	107.64M	8.38K	+1.10%
Sep 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	0.72%	1.04M	144.35M	-35.96K	-3.34%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	1.09M	152.07M	-126.07K	-10.40%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	1.84%	2.67M	373.52M	22.12K	+0.84%
Sep 30, 2025	MORGAN STANLEY	3.27%	4.74M	664.51M	-26.33K	-0.55%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	966.74K	135.39M	-72.95K	-7.02%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.66%	951.76K	133.29M	-38.25K	-3.86%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.55%	792.93K	111.05M	93.28K	+13.33%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.53%	772.38K	108.17M	5.3K	+0.69%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	487.95K	68.34M	5.69K	+1.18%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	277.17K	38.82M	-2.89K	-1.03%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.13%	186.12K	26.07M	3.8K	+2.08%
Sep 30, 2025	1ST SOURCE BANK	0.42%	607.6K	85.09M	-123.6K	-16.90%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.42%	603.94K	84.58M	-37.47K	-5.84%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	584.2K	81.82M	9.79K	+1.70%
Sep 30, 2025	BOKF, NA	0.07%	101.46K	14.21M	-8.58K	-7.79%
Sep 30, 2025	CWM, LLC	0.07%	102.35K	14.33M	24.39K	+31.29%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.07%	103.44K	14.49M	1.11K	+1.09%
Sep 30, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.07%	105.39K	14.76M	-2.48K	-2.30%
Sep 30, 2025	ASSOCIATED BANC-CORP	0.07%	106.83K	14.96M	-528	-0.49%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	108.42K	15.18M	-1.08K	-0.99%
Sep 30, 2025	MIDWEST TRUST CO	0.08%	110.74K	15.51M	-2.13K	-1.88%
Jun 30, 2025	UMB BANK, N.A.	0.08%	116.62K	15.83M	-1.78K	-1.50%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.12%	1.6M	217.47M	-60.62K	-3.64%
Jun 30, 2025	UBS GROUP AG	1.1%	1.57M	212.77M	-46.97K	-2.91%
Jun 30, 2025	JPMORGAN CHASE & CO	1.02%	1.45M	197.01M	-2.3K	-0.16%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	1.21M	164.49M	-8.3K	-0.68%
Jun 30, 2025	MORGAN STANLEY	3.34%	4.77M	647.59B	-94.61K	-1.94%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.2%	3.13M	425.3M	119.56K	+3.97%
Jun 30, 2025	GRAVES LIGHT LENHART WEALTH, INC.	0.13%	189.85K	25.77M	-1.46K	-0.76%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.13%	187.71K	25.48M	167.98K	+851.37%
Jun 30, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.12%	171.31K	23.25M	-1.95K	-1.12%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	167.86K	22.78M	19.46K	+13.11%
Jun 30, 2025	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.11%	163.4K	22.18M	844	+0.52%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.11%	163.28K	1.14B	74.01K	+82.90%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.11%	159.49K	21.65M	-75.86K	-32.23%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.11%	156.36K	21.22M	-29.16K	-15.72%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.1%	146.5K	19.88M	557	+0.38%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	141.76K	19.24M	143	+0.10%
Jun 30, 2025		0.08%	112.87K	15.32M	112.87K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	116.78K	15.85M	8.64K	+7.99%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	116.45K	15.81M	190	+0.16%
Jun 30, 2025	FMR LLC	0.08%	112.98K	15.33B	-2.43K	-2.11%
Jun 30, 2025	BOKF, NA	0.08%	110.03K	14.93M	-307	-0.28%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	109.5K	14.86M	-8.83K	-7.46%
Jun 30, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.08%	107.87K	14.64M	-2.97K	-2.68%
Jun 30, 2025	RICHARD BERNSTEIN ADVISORS LLC	0.75%	1.08M	145.96M	-83.57K	-7.21%
Jun 30, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.29%	413.12K	56.07M	2.49K	+0.61%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	381.28K	51.59M	49.65K	+14.97%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	374.73K	52.01M	3.95K	+1.06%
Jun 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.25%	360.89K	48.98M	4.8K	+1.35%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	205.2K	27.85M	-411	-0.20%
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	0.2%	286.59K	38.9M	-81.76K	-22.20%
Jun 30, 2025	LINSCOMB & WILLIAMS, INC.	0.2%	283.96K	38.54M	-2.57K	-0.90%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.2%	280.06K	38.01M	5.91K	+2.16%
Jun 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.2%	279.74K	37.97M	3.87K	+1.40%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	1.85%	2.64M	359M	86.68K	+3.39%
Jun 30, 2025	ROYAL BANK OF CANADA	1.53%	2.19M	297.2M	-181.94K	-7.67%
Jun 30, 2025	LPL FINANCIAL LLC	2.11%	3.01M	408.69M	249.04K	+9.02%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.47%	2.09M	284.3M	61.51K	+3.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	1.04M	141.12M	-72.87K	-6.55%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	990.01K	134.37M	-34.76K	-3.39%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.57%	810.04K	109.95M	-21.09K	-2.54%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.54%	767.08K	104.12M	18.83K	+2.52%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.53%	760.21K	103.18M	4.57K	+0.60%
Jun 30, 2025	1ST SOURCE BANK	0.51%	731.2K	99.25M	-6.4K	-0.87%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.49%	699.65K	94.96M	3.93K	+0.56%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	0.49%	698.83K	94.85M	-3.81K	-0.54%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.45%	641.4K	87.06M	-39.73K	-5.83%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	574.42K	77.97M	148.98K	+35.02%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.36%	514.57K	69.84M	-6.33K	-1.21%
Jun 30, 2025	CREATIVE PLANNING	0.35%	492.19K	66.8M	27.97K	+6.03%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.34%	482.27K	65.46M	-15.04K	-3.02%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	525.68K	71.37M	71.83K	+15.83%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.31%	447.62K	60.76M	240.53K	+116.15%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	416.48K	56.53M	8.63K	+2.12%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	278.93K	37.86M	-47.49K	-14.55%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.17%	247.5K	33.59M	0	0
Jun 30, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.17%	238.12K	32.32M	4.76K	+2.04%
Jun 30, 2025	ASSETMARK, INC	0.17%	237.78K	32.27M	-5.03K	-2.07%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	231.05K	32.69M	3.62K	+1.59%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	226.25K	30.71M	-6.82K	-2.93%
Jun 30, 2025	MARINER, LLC	0.15%	215.45K	29.24M	10.13K	+4.93%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.14%	206.18K	27.99M	-4.33K	-2.06%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	202.77K	27.52M	-7.53K	-3.58%
Jun 30, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.14%	205.95K	27.95M	8.91K	+4.52%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	200.79K	27.25M	32.92K	+19.61%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.19%	7.4M	1.01B	-132.21K	-1.75%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	341.39K	46.34B	-4.58K	-1.32%
Jun 30, 2025	KLINGMAN & ASSOCIATES, LLC	0.14%	195.25K	26.5M	-6.79K	-3.36%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	1.75%	2.56M	347.1M	41.61K	+1.65%
Mar 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.19%	275.86K	37.43M	3.84K	+1.41%
Mar 31, 2025	LINSCOMB & WILLIAMS, INC.	0.2%	286.53K	38.88M	-11.14K	-3.74%
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.22%	326.41K	44.29M	-4.58K	-1.38%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	331.63K	44.59M	74.62K	+29.03%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.17%	247.5K	33.58M	28.43K	+12.98%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	233.07K	31.62M	-2.91K	-1.23%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.19%	274.15K	37.2M	-14.44K	-5.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	370.79K	50.31M	1.96K	+0.53%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.28%	407.85K	55.34M	-12.29K	-2.92%
Mar 31, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.28%	410.64K	55.72M	15.52K	+3.93%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.52%	755.64K	102.53M	-4K	-0.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.7%	1.02M	139.04M	-16.88K	-1.62%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.76%	1.11M	150.95M	8.61K	+0.78%
Mar 31, 2025	RICHARD BERNSTEIN ADVISORS LLC	0.79%	1.16M	157.24M	-53.21K	-4.39%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.83%	1.22M	165.55M	-18.3K	-1.48%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.14%	1.66M	226.67M	-9.45K	-0.56%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	425.44K	57.72M	-23.33K	-5.20%
Mar 31, 2025	1ST SOURCE BANK	0.5%	737.6K	100.08M	-17.56K	-2.33%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.51%	748.25K	101.52M	-10.98K	-1.45%
Mar 31, 2025	UBS GROUP AG	1.1%	1.61M	219.07M	-135.37K	-7.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.39%	2.03M	275.85M	-70.46K	-3.35%
Mar 31, 2025	ROYAL BANK OF CANADA	1.62%	2.37M	321.77M	20.59K	+0.88%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.14%	210.51K	28.56M	-1.93K	-0.91%
Mar 31, 2025	SCOTIA CAPITAL INC.	0.16%	235.35K	31.93M	-4.16K	-1.74%
Mar 31, 2025	ASSETMARK, INC	0.17%	242.81K	32.94M	-435.64K	-64.21%
Mar 31, 2025	LPL FINANCIAL LLC	1.89%	2.76M	374.75M	-99.67K	-3.48%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.57%	831.13K	112.77M	-22.87K	-2.68%
Mar 31, 2025	JPMORGAN CHASE & CO	0.99%	1.45M	197.25M	-234.9K	-13.91%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	205.61K	27.9M	3.75K	+1.86%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	0.25%	368.35K	49.98M	-9.02K	-2.39%
Mar 31, 2025	MARINER, LLC	0.14%	205.32K	27.86M	5.08K	+2.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	207.09K	28.1M	-40.32K	-16.30%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.14%	210.3K	28.53M	-2.31K	-1.09%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	227.42K	30.86M	51.91K	+29.57%
Mar 31, 2025	WOLFF FINANCIAL MANAGEMENT LLC	0.16%	233.35K	31.66M	1.67K	+0.72%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.24%	345.97K	46.94M	-29.05K	-7.75%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.06%	3.01M	408.92M	3.58K	+0.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.15%	7.54M	1.02B	-179.8K	-2.33%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	453.84K	61.6M	-11.95K	-2.57%
Mar 31, 2025	CREATIVE PLANNING	0.31%	464.22K	62.99M	12.45K	+2.75%
Mar 31, 2025	MORGAN STANLEY	3.33%	4.87M	660.19M	78.4K	+1.64%
Mar 31, 2025	FLAHARTY ASSET MANAGEMENT, LLC	0.13%	197.04K	26.73M	-1.73K	-0.87%
Mar 31, 2025	KLINGMAN & ASSOCIATES, LLC	0.14%	202.04K	27.41M	-1.99K	-0.97%
Mar 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.24%	354.3K	48.07M	6.63K	+1.91%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.34%	497.31K	67.47M	-44.72K	-8.25%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.36%	520.89K	70.67M	-8.35K	-1.58%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.47%	681.14K	92.42M	-376.18K	-35.58%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.48%	695.72K	94.4M	3.83K	+0.55%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	0.48%	702.64K	95.33M	6.65K	+0.96%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.14%	205.61K	27.9M	3.75K	+1.86%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.32%	491.62K	64.52M	-26.78K	-5.17%
Mar 31, 2024	SCOTIA CAPITAL INC.	0.13%	204.95K	26.9M	-1.08K	-0.52%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	688.75K	90.39M	509.01K	+283.19%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	0.46%	701.54K	92.07M	11.13K	+1.61%
Mar 31, 2024	UBS GROUP AG	1.08%	1.82M	239.26M	-170.48K	-8.55%
Mar 31, 2024	MORGAN STANLEY	2.84%	4.78M	627.69M	-198.96K	-3.99%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.78%	8.05M	1.06B	-573.16K	-6.64%
Mar 31, 2024	UMB BANK, N.A.	0.09%	157.91K	20.72M	-25.75K	-14.02%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.1%	163.31K	21.43M	-2.63K	-1.58%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.1%	167.11K	21.93M	-3.15K	-1.85%
Mar 31, 2024	HYPERION PARTNERS, LLC	0.1%	168.62K	22.13M	5.4K	+3.31%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	169.14K	22.2M	-20.44K	-10.78%
Mar 31, 2024	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.1%	175.5K	23.03M	15.27K	+9.53%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	194.01K	25.46M	3.35K	+1.75%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.12%	207.43K	27.22M	1.3K	+0.63%
Mar 31, 2024	1ST SOURCE BANK	0.5%	760.86K	99.86M	-105.83K	-12.21%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.51%	782.24K	102.66M	23.51K	+3.10%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.58%	982.91K	129M	-37.54K	-3.68%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.64%	976.68K	128.18M	-81.45K	-7.70%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.64%	1.08M	141.83M	-34.93K	-3.13%
Mar 31, 2024	JPMORGAN CHASE & CO	0.66%	1.12M	146.82M	-1.2M	-51.83%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.69%	1.17M	153.34M	-116.08K	-9.04%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	1.56%	2.39M	313.31M	13.76K	+0.58%
Mar 31, 2024	LPL FINANCIAL LLC	1.75%	2.95M	386.55M	-124.83K	-4.07%
Mar 31, 2024	FLAHARTY ASSET MANAGEMENT, LLC	0.13%	201.02K	26.38M	25.88K	+14.78%
Mar 31, 2024	KLINGMAN & ASSOCIATES, LLC	0.14%	210.69K	27.65M	-493	-0.23%
Mar 31, 2024	MARINER, LLC	0.14%	215.63K	28.3M	-7.64K	-3.42%
Mar 31, 2024	WOLFF FINANCIAL MANAGEMENT LLC	0.14%	219.57K	28.82M	3.34K	+1.54%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.15%	229.27K	30.17M	-14.11K	-5.80%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.15%	235.07K	30.85M	4.16K	+1.80%
Mar 31, 2024	GRAVES LIGHT LENHART WEALTH, INC.	0.15%	236.76K	31.07M	-2.5K	-1.04%
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0.16%	244.99K	32.17M	-4.17K	-1.68%
Mar 31, 2024	MARINO, STRAM & ASSOCIATES LLC	0.17%	266.96K	35.04M	-5.29K	-1.94%
Mar 31, 2024	O'DELL GROUP, LLC	0.18%	272.35K	35.74M	-8.27K	-2.95%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	282.47K	37.07M	-20.74K	-6.84%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	297.94K	39.1M	-3.6K	-1.19%
Mar 31, 2024	LINSCOMB & WILLIAMS, INC.	0.2%	309.19K	40.58M	-11.29K	-3.52%
Mar 31, 2024	J.SAFRA ASSET MANAGEMENT CORP	0.22%	332.3K	43.61M	15.32K	+4.83%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	372.69K	48.91M	-20.23K	-5.15%
Mar 31, 2024	ELK RIVER WEALTH MANAGEMENT, LLC	0.24%	362.81K	47.61M	-43.94K	-10.80%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.25%	418.45K	54.92M	-8.76K	-2.05%
Mar 31, 2024	LEGACY FINANCIAL GROUP LLC	0.26%	393.59K	51.66M	370.09K	+1,574.87%
Mar 31, 2024	CREATIVE PLANNING	0.27%	456.78K	59.95M	-46.03K	-9.16%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.27%	462.08K	60.64M	6.73K	+1.48%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.3%	454.65K	59.67M	-2.01K	-0.44%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.3%	508.8K	66.76M	-21.86K	-4.12%
Mar 31, 2024	VANGUARD GROUP INC	0.31%	516.52K	67.79M	1.21K	+0.23%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	541.94K	71.13M	-12.62K	-2.28%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.34%	527.43K	69.22M	7.1K	+1.36%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.37%	563.85K	74M	-18.84K	-3.23%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	1.17M	154.18M	1.17M	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.8%	1.34M	176.32M	-14.06K	-1.04%
Mar 31, 2024	RICHARD BERNSTEIN ADVISORS LLC	0.88%	1.34M	176.03M	-35.11K	-2.55%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.12%	1.89M	247.44M	-17.96K	-0.94%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.27%	2.15M	281.79M	-152.94K	-6.65%
Mar 31, 2024	NAN SHAN LIFE INSURANCE CO., LTD.	0.19%	283.41K	37.19M	283.41K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.36%	2.3M	302.05M	-30.77K	-1.32%
Mar 31, 2024	ROYAL BANK OF CANADA	1.48%	2.5M	328.58M	-95.9K	-3.69%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.28%	455.34K	56.9M	-15.26K	-3.24%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.32%	518.4K	64.78M	-3.38K	-0.65%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.32%	520.34K	65.03M	-46.57K	-8.21%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.33%	530.66K	66.26M	-47.27K	-8.18%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.34%	554.56K	69.31M	-373.28K	-40.23%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.36%	582.69K	72.82M	-8.23K	-1.39%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	0.42%	690.41K	86.28M	-10.7K	-1.53%
Dec 31, 2023		0.47%	758.74K	94.82M	758.74K	+100.00%
Dec 31, 2023	1ST SOURCE BANK	0.53%	866.69K	108.31M	-9.14K	-1.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.63%	1.02M	127.53M	-97.45K	-8.72%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.65%	1.06M	132.23M	-52.15K	-4.70%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.69%	1.12M	139.42M	2.84K	+0.25%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.79%	1.28M	160.52M	-44.99K	-3.38%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.84%	1.36M	169.65M	-431.58K	-24.12%
Dec 31, 2023	RICHARD BERNSTEIN ADVISORS LLC	0.85%	1.38M	172.01M	-131.14K	-8.70%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.17%	1.9M	237.87M	-173.75K	-8.37%
Dec 31, 2023	VANGUARD GROUP INC	0.32%	515.31K	64.4M	273	+0.05%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.28%	456.65K	57.07M	23.65K	+5.46%
Dec 31, 2023	UBS GROUP AG	1.23%	1.99M	249.13M	67.3K	+3.49%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.41%	2.3M	287.16M	-747.38K	-24.54%
Dec 31, 2023	JPMORGAN CHASE & CO	1.43%	2.32M	290.25M	1.99M	+606.18%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.43%	2.33M	291.46M	34.56K	+1.50%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	1.46%	2.37M	296.62M	2.78K	+0.12%
Dec 31, 2023	ROYAL BANK OF CANADA	1.6%	2.6M	324.87M	-45.23K	-1.71%
Dec 31, 2023	LPL FINANCIAL LLC	1.89%	3.07M	383.68M	-139.24K	-4.34%
Dec 31, 2023	MORGAN STANLEY	3.06%	4.98M	622.56M	-274.99K	-5.23%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.31%	8.63M	1.08B	-482.91K	-5.30%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	190.67K	23.83M	21.53K	+12.73%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.13%	206.03K	25.75M	-2.23K	-1.07%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.13%	206.13K	25.76M	7.27K	+3.65%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.13%	206.79K	25.84M	51.4K	+33.08%
Dec 31, 2023	KLINGMAN & ASSOCIATES, LLC	0.13%	211.18K	26.39M	-461	-0.22%
Dec 31, 2023	WOLFF FINANCIAL MANAGEMENT LLC	0.13%	216.23K	27.02M	8.1K	+3.89%
Dec 31, 2023	MARINER, LLC	0.14%	223.27K	27.9M	-21.3K	-8.71%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.14%	230.9K	28.86M	408	+0.18%
Dec 31, 2023	GRAVES LIGHT LENHART WEALTH, INC.	0.15%	239.26K	29.9M	1.41K	+0.59%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.15%	243.39K	30.49M	8.67K	+3.69%
Dec 31, 2023	CLEARSTEAD ADVISORS, LLC	0.15%	249.16K	31.14M	-36.64K	-12.82%
Dec 31, 2023	MARINO, STRAM & ASSOCIATES LLC	0.17%	272.25K	34.02M	1.14K	+0.42%
Dec 31, 2023	CREATIVE PLANNING	0.31%	502.81K	62.84M	-23.11K	-4.39%
Dec 31, 2023	O'DELL GROUP, LLC	0.17%	280.62K	35.07M	-9.42K	-3.25%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	301.54K	37.68M	-10.11K	-3.24%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.19%	303.21K	37.89M	-47.94K	-13.65%
Dec 31, 2023	J.SAFRA ASSET MANAGEMENT CORP	0.2%	316.98K	39.61M	-16.04K	-4.82%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.2%	317.38K	39.66M	-8.32K	-2.55%
Dec 31, 2023	LINSCOMB & WILLIAMS, INC.	0.2%	320.48K	40.05M	-18.13K	-5.35%
Dec 31, 2023	MIZUHO BANK, LTD.	0.23%	380K	47.49M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	392.92K	49.1M	-4.54K	-1.14%
Dec 31, 2023	ELK RIVER WEALTH MANAGEMENT, LLC	0.25%	406.74K	50.83M	12.88K	+3.27%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.26%	427.21K	53.39M	3.33K	+0.79%

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