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

Who are the major shareholders selling iShares 0-3 Month Treasury Bond ETF stock?

GOTHAM ASSET MANAGEMENT, LLC, in the last quarter, reduced its stake in SGOV by -30.72% restricting it's holding to 1.24 million shares of worth nearly $124.65M. MAI CAPITAL MANAGEMENT also lessened -3.14% of the SGOV shares from its portfolio, reducing its holding to 1.31 million shares of worth $132.25M. CONFLUENCE INVESTMENT MANAGEMENT LLC also shunned SGOV shares holding by -16.15% last quarter which brought its holding to 1.75 million shares worth $176.51M.

Investors who are buying SGOV stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in SGOV by 23.42% in the last quarter. The institutional holder raised its holding to 10.86 million shares having worth more than $1.09B. PEAPACK GLADSTONE FINANCIAL CORP also added 2.13% more shares of SGOV to its portfolio, raising its holding to 1.23 million shares of worth $123.61M. WAVERLY ADVISORS, LLC also increased its SGOV shares holding by 2.68% which brought its holding to 1.51 million shares worth $152.05M.

SGOV's major insiders: who are they?

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

Did an insider recently sell SGOV stock?

Company executives, directors, and other insiders own N/A percent of iShares 0-3 Month Treasury Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which SGOV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SGOV stock?

There have been 0 transaction(s) during the past 6-months in which iShares 0-3 Month Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of SGOV does insiders own?

Around 0 iShares 0-3 Month Treasury Bond ETF shares are held by insiders, which represents about N/A of SGOV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SGOV?

LPL FINANCIAL LLC is the largest institutional owner in SGOV which holds 10.86 million shares worth $1.09B or 1.14% of the total SGOV shares outstanding followed by PEAPACK GLADSTONE FINANCIAL CORP with ownership of 1.23 million shares representing 0.13% of the SGOV ownership. GOTHAM ASSET MANAGEMENT, LLC is the third largest stakeholder with 1.24 million shares or 0.13% of the ownership worth more than $124.65M.

Is iShares 0-3 Month Treasury Bond ETF stock optionable?

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

Is there a short position on SGOV's shares?

Number of SGOV 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 SGOV shares are there?

As of today, null shares of SGOV are outstanding.

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

SGOV 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 SGOV is null.

iShares 0-3 Month Treasury Bond ETF (SGOV) 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 10.86M shares valued at $1.09B. A 1.14% stake in iShares 0-3 Month Treasury Bond ETF is owned by the company. PEAPACK GLADSTONE FINANCIAL CORP owns 1.23M shares valued at $123.61M, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	LPL FINANCIAL LLC	1.14%	10.86M	1.09B	2.06M	+23.42%
Mar 31, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.13%	1.23M	123.61M	25.67K	+2.13%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.13%	1.24M	124.65M	-549.04K	-30.72%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.14%	1.31M	132.25M	-42.66K	-3.14%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.16%	1.51M	152.05M	39.43K	+2.68%
Mar 31, 2026	HILTON CAPITAL MANAGEMENT, LLC	0.16%	1.56M	157.36M	1.56M	+100.00%
Mar 31, 2026	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.18%	1.72M	172.68M	417.35K	+32.15%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.18%	1.75M	176.51M	-337.73K	-16.15%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.22%	2.14M	215.64M	234.8K	+12.31%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.23%	2.18M	219.72M	175.63K	+8.75%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.24%	2.24M	225.77M	223.48K	+11.07%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	694.68K	69.93M	6.19K	+0.90%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	698.93K	70.35M	-350.15K	-33.38%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.09%	712.92K	71.76M	94.41K	+15.26%
Mar 31, 2026	MARINER, LLC	0.09%	715.8K	72.05M	250.87K	+53.96%
Mar 31, 2026	RWWM, INC.	0.09%	720.78K	72.55M	-44.46K	-5.81%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	729.23K	73.4M	311.83K	+74.71%
Mar 31, 2026	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	0.09%	757.22K	76.22M	757.22K	+100.00%
Mar 31, 2026	CWM, LLC	0.09%	774.49K	77.96M	432.09K	+126.20%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	782.88K	78.8M	-40.97K	-4.97%
Mar 31, 2026	MAXI INVESTMENTS CY LTD	0.09%	784.8K	79M	519.8K	+196.15%
Mar 31, 2026	SELECTIVE WEALTH MANAGEMENT, INC.	0.1%	808.65K	81.41M	24.31K	+3.10%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	816.5K	82.19M	144.34K	+21.47%
Mar 31, 2026	PEAVINE CAPITAL, LLC	0.1%	827.98K	83.34M	-57.92K	-6.54%
Mar 31, 2026		0.24%	2.31M	232.13M	535.38K	+30.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	2.36M	237.95M	1.24M	+109.74%
Mar 31, 2026	JPMORGAN CHASE & CO	0.27%	2.57M	259.15M	223.69K	+9.52%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.27%	2.62M	263.63M	759.59K	+40.85%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.37%	3.52M	354.6M	850.84K	+31.84%
Mar 31, 2026	UBS GROUP AG	0.54%	5.13M	516.84M	2.54M	+98.15%
Mar 31, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.98%	9.34M	939.67M	9.34M	+100.00%
Mar 31, 2026	POTOMAC FUND MANAGEMENT INC /ADV	0.09%	905.66K	91.16M	50.14K	+5.86%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.1%	967.42K	97.38M	328.43K	+51.40%
Mar 31, 2026	CYNOSURE GROUP, LLC	0.12%	1.14M	114.47M	-51.67K	-4.35%
Mar 31, 2026	CX INSTITUTIONAL	0.12%	1.15M	115.54M	-134.09K	-10.46%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.41%	3.38M	272.49M	1.36M	+67.43%
Mar 31, 2026	SOLLINDA CAPITAL MANAGEMENT LLC	0.09%	865.96K	87.17M	249.51K	+40.48%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.1%	992.54K	99.91M	116.78K	+13.33%
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	0.11%	1.01M	101.96M	588.84K	+138.85%
Mar 31, 2026	MAREX GROUP PLC	0.13%	1.21M	121.7M	734.31K	+154.69%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.28%	12.17M	1.23B	1.42M	+13.21%
Mar 31, 2026	JNBA FINANCIAL ADVISORS	0.1%	847.27K	85.29M	846.01K	+66,772.30%
Mar 31, 2026	CERITY PARTNERS LLC	0.37%	3.57M	358.89M	-377.66K	-9.58%
Mar 31, 2026	MORGAN STANLEY	0.88%	8.4M	845.44M	400.37K	+5.01%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	1.16M	116.78M	24.14K	+2.13%
Mar 31, 2026	EQUITY INVESTMENT CORP	0.14%	1.35M	135.5M	759.08K	+129.31%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	1.41M	141.79M	359.19K	+34.11%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	1.46M	146.59M	-665.88K	-31.33%
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.24%	2.31M	233M	-178.82K	-7.17%
Mar 31, 2026	COLONY GROUP, LLC	0.26%	2.51M	252.46M	251.96K	+11.17%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	2.7M	271.77M	109.75K	+4.24%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.09%	890.82K	89.67M	537.85K	+152.38%
Mar 31, 2026	WESTERKIRK CAPITAL INC.	0.16%	1.52M	153.38M	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.28%	2.69M	270.93M	341.16K	+14.52%
Mar 31, 2026	VIGILARE WEALTH MANAGEMENT	0.09%	891.36K	89.72M	729.5K	+450.69%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.09%	899.73K	90.57M	161.6K	+21.89%
Mar 31, 2026	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.1%	927.23K	93.33M	350.83K	+60.87%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.11%	1.02M	102.92M	13.54K	+1.34%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.11%	1.04M	104.86M	-193.75K	-15.68%
Mar 31, 2026	CHEVIOT VALUE MANAGEMENT, LLC	0.11%	1.07M	107.51M	91.95K	+9.42%
Mar 31, 2026	ALPHA WEALTH FUNDS, LLC	0.12%	1.1M	110.93M	50.99K	+4.85%
Mar 31, 2026	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0.12%	1.11M	111.93M	1.11M	+100.00%
Mar 31, 2026	BALENTINE LLC	0.12%	1.12M	112.9M	114.64K	+11.39%
Dec 31, 2025		0.26%	1.77M	177.74M	1.77M	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	688.48K	69.11M	-150.96K	-17.98%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	738.13K	74.09M	65.89K	+9.80%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.18%	1.24M	124.04M	-309.2K	-20.01%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.21%	1.47M	147.66M	-79.77K	-5.14%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	1.91M	191.47M	-32.84K	-1.69%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.28%	2.01M	201.48M	159.64K	+8.64%
Dec 31, 2025	ROYAL BANK OF CANADA	0.33%	2.35M	235.93M	982.57K	+71.84%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	2.59M	260.01M	99.64K	+4.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.38%	2.67M	268.21M	51.69K	+1.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.52%	10.75M	1.08B	866.45K	+8.77%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.46%	3.26M	326.84M	2.58M	+379.30%
Dec 31, 2025	CERITY PARTNERS LLC	0.56%	3.94M	395.81M	2.08M	+111.80%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.59%	4.14M	415.76M	2.34M	+129.31%
Dec 31, 2025	AWM CAPITAL, LLC	0.14%	970.75K	97.44M	-267.71K	-21.62%
Dec 31, 2025	BALENTINE LLC	0.14%	1.01M	101.08M	147.41K	+17.15%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.15%	1.01M	101.28M	-473	-0.05%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.15%	1.05M	105.31M	125.77K	+13.62%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.15%	1.05M	105.72M	85.17K	+8.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	1.13M	113.13M	107.71K	+10.57%
Dec 31, 2025	AARON WEALTH ADVISORS LLC	0.17%	1.16M	116.25M	-491.48K	-29.79%
Dec 31, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.18%	1.3M	130.3M	340.32K	+35.53%
Dec 31, 2025	CX INSTITUTIONAL	0.19%	1.28M	128.68M	-145.23K	-10.18%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.25%	1.79M	179.42M	235.22K	+15.15%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.29%	2.02M	202.51M	87.27K	+4.52%
Dec 31, 2025	MORGAN STANLEY	1.13%	8M	802.9M	-252.67K	-3.06%
Dec 31, 2025	PEAVINE CAPITAL, LLC	0.13%	885.9K	88.93M	-65.05K	-6.84%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.09%	638.99K	64.14M	135.68K	+26.96%
Dec 31, 2025	NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.	0.09%	640.6K	64.3M	640.6K	+100.00%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.09%	618.51K	62.09M	71.56K	+13.08%
Dec 31, 2025	LPL FINANCIAL LLC	1.25%	8.8M	882.98M	896.8K	+11.35%
Dec 31, 2025	PRIVIUM FUND MANAGEMENT (UK) LTD	0.19%	1.3M	130.48M	1.3M	+100.00%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.17%	1.2M	120.69M	78.18K	+6.95%
Dec 31, 2025	CYNOSURE GROUP, LLC	0.17%	1.19M	119.25M	-73.24K	-5.81%
Dec 31, 2025	JPMORGAN CHASE & CO	0.34%	2.35M	235.97M	288.95K	+14.01%
Dec 31, 2025	UBS GROUP AG	0.37%	2.59M	260.1M	554.33K	+27.21%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	1.14M	114.04M	-69K	-5.73%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.29%	2.02M	202.71M	137.3K	+7.30%
Dec 31, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.11%	753.29K	75.61M	99.64K	+15.24%
Dec 31, 2025	POTOMAC FUND MANAGEMENT INC /ADV	0.12%	855.52K	85.88M	-8.5M	-90.85%
Dec 31, 2025	COLONY GROUP, LLC	0.32%	2.26M	226.46M	1.26M	+127.30%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.35%	2.49M	250.3M	-76.11K	-2.96%
Dec 31, 2025	RWWM, INC.	0.11%	765.24K	76.81M	765.24K	+100.00%
Dec 31, 2025	SELECTIVE WEALTH MANAGEMENT, INC.	0.11%	784.34K	78.84M	46.47K	+6.30%
Dec 31, 2025	ALPHA WEALTH FUNDS, LLC	0.15%	1.05M	105.51M	199.26K	+23.39%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	823.85K	82.7M	95.46K	+13.11%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.14%	937.24K	94.08M	152.68K	+19.46%
Dec 31, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.09%	616.45K	61.88M	-61.77K	-9.11%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.09%	585.73K	58.8M	139.22K	+31.18%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.14%	964.98K	96.86M	-111.94K	-10.39%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	2.13M	213.47M	245.54K	+13.06%
Dec 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.14%	976.06K	98.23M	106.67K	+12.27%
Dec 31, 2025	ASPEN CAPITAL MANAGEMENT, LLC	0.09%	627.55K	62.99M	-51.17K	-7.54%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.13%	875.76K	87.91M	374.06K	+74.56%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.13%	938.53K	94.21M	-143.34K	-13.25%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.08%	576.4K	57.86M	-907.69K	-61.16%
Dec 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.09%	663.54K	66.61B	-78.51K	-10.58%
Dec 31, 2025	RIDGEPATH CAPITAL MANAGEMENT LLC	0.09%	647.59K	65.21M	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	672.16K	67.47M	76.19K	+12.78%
Dec 31, 2025	MONECO ADVISORS, LLC	0.1%	672.75K	67.53M	6.66K	+1.00%
Dec 31, 2025	EQUITY INVESTMENT CORP	0.08%	587.04K	58.93M	43.47K	+8.00%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.08%	569.21K	57.14M	184.42K	+47.93%
Dec 31, 2025	BLACKROCK, INC.	0.11%	767.43K	77.03M	44.8K	+6.20%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.19%	1.36M	136.16M	-70.6K	-4.95%
Dec 31, 2025	WESTERKIRK CAPITAL INC.	0.22%	1.52M	152.96M	1.52M	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	1.86M	186.65M	427.39K	+29.84%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.31%	2.09M	209.92M	-508.72K	-19.57%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	728.39K	73.35M	3.42K	+0.47%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	1.02M	102.65M	62.56K	+6.54%
Sep 30, 2025	LPL FINANCIAL LLC	1.37%	7.9M	795.48M	695.59K	+9.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	2.49M	250.87M	176.6K	+7.63%
Sep 30, 2025	JPMORGAN CHASE & CO	0.36%	2.06M	207.63M	-995.02K	-32.55%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.33%	1.93M	194.46M	-2.79M	-59.14%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.33%	1.88M	189.53M	140.04K	+8.04%
Sep 30, 2025	SELECTIVE WEALTH MANAGEMENT, INC.	0.13%	737.88K	74.11M	208.15K	+39.29%
Sep 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.13%	742.05K	74.72M	112.96K	+17.96%
Sep 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.14%	782.64K	78.81M	782.64K	+100.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.27%	1.54M	155.57M	612.07K	+65.61%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.27%	1.55M	156.17M	7.11K	+0.46%
Sep 30, 2025		0.31%	1.8M	181.26M	1.8M	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.32%	1.86M	187.47M	-612.32K	-24.75%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	1.88M	188.83M	163.89K	+9.55%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	968.02K	97.48M	337.04K	+53.41%
Sep 30, 2025	UBS GROUP AG	0.35%	2.04M	205.11M	-100.06K	-4.68%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.45%	2.57M	258.76M	1.36M	+112.19%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.45%	2.6M	261.82M	229.92K	+9.70%
Sep 30, 2025	POTOMAC FUND MANAGEMENT INC /ADV	1.62%	9.35M	941.95M	3.34M	+55.63%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.71%	9.88M	995.29M	-677.61K	-6.42%
Sep 30, 2025	PEAK RETIREMENT PLANNING, INC.	0.09%	524.6K	52.83M	6.79K	+1.31%
Sep 30, 2025	EQUITY INVESTMENT CORP	0.09%	543.57K	54.74M	-372.7K	-40.68%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.09%	546.96K	55.08M	38.77K	+7.63%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	595.97K	60.01M	-49.93K	-7.73%
Sep 30, 2025	DYNAMIC FINANCIAL GROUP	0.11%	611.05K	61.53M	73.07K	+13.58%
Sep 30, 2025	RIDGEPATH CAPITAL MANAGEMENT LLC	0.11%	647.59K	65.21M	8.53K	+1.34%
Sep 30, 2025	AVOS CAPITAL MANAGEMENT, LLC	0.11%	653.65K	65.82M	35.52K	+5.75%
Sep 30, 2025	MONECO ADVISORS, LLC	0.12%	666.09K	67.07M	57.42K	+9.43%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	672.24K	67.7M	13.94K	+2.12%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.26%	1.48M	83.7M	-42.94K	-2.81%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	1.43M	144.21M	55.83K	+4.06%
Sep 30, 2025	CX INSTITUTIONAL	0.25%	1.43M	143.71M	-118.66K	-7.68%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	1.37M	137.74M	-1.12M	-45.10%
Sep 30, 2025	AWM CAPITAL, LLC	0.21%	1.24M	124.71M	-77.76K	-5.91%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	1.08M	108.94M	-509.13K	-32.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	1.16M	117.27M	-192.61K	-14.19%
Sep 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.2%	1.12M	113.21M	105.32K	+10.34%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.18%	1.01M	101.57M	139.48K	+16.03%
Sep 30, 2025	ARISTOTLE CAPITAL MANAGEMENT, LLC	0.17%	996.17K	100.33M	996.17K	+100.00%
Sep 30, 2025	PEAVINE CAPITAL, LLC	0.16%	950.95K	95.76M	276.45K	+40.98%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	923.31K	92.98M	181.31K	+24.44%
Sep 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.15%	869.38K	87.52M	-890	-0.10%
Sep 30, 2025	BALENTINE LLC	0.15%	859.52K	86.55M	-149.65K	-14.83%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.14%	805.22K	81.09M	-454.92K	-36.10%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.22%	1.26M	127M	75.34K	+6.35%
Sep 30, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.12%	678.22K	68.3M	-23.85K	-3.40%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.32%	1.85M	186.04M	66.43K	+3.73%
Sep 30, 2025	AARON WEALTH ADVISORS LLC	0.29%	1.65M	166.12M	1.65M	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.31%	1.81M	181.89M	234.64K	+14.93%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.27%	1.55M	156.3M	803.36K	+107.28%
Sep 30, 2025	ASPEN CAPITAL MANAGEMENT, LLC	0.12%	678.72K	68.35M	42.92K	+6.75%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.12%	679.34K	68.41M	16K	+2.41%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.12%	707.23K	71.22M	-223.76K	-24.03%
Sep 30, 2025	MORGAN STANLEY	1.43%	8.25M	830.91M	-145.38K	-1.73%
Sep 30, 2025	BLACKROCK, INC.	0.13%	722.63K	72.77M	263.41K	+57.36%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.14%	784.56K	79.01M	-49.2K	-5.90%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	839.45K	84.53M	69.86K	+9.08%
Sep 30, 2025	ALPHA WEALTH FUNDS, LLC	0.15%	851.81K	85.78M	180.98K	+26.98%
Sep 30, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.17%	957.76K	96.45M	-171.22K	-15.17%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	1.21M	121.35M	64.56K	+5.66%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.34%	1.94M	195.38M	-184.93K	-8.70%
Sep 30, 2025	COLONY GROUP, LLC	0.17%	992.54K	99.95M	-61.07K	-5.80%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	1.08M	108.45M	435.02K	+67.77%
Sep 30, 2025	MAXI INVESTMENTS CY LTD	0.27%	1.53M	154.07M	535.48K	+53.85%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.25%	1.43M	143.7M	-19.07K	-1.32%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.3%	1.7M	171.64M	1.26M	+287.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	2.62M	263.86M	209.64K	+8.70%
Jun 30, 2025	MAXI INVESTMENTS CY LTD	0.19%	994.47K	100.13M	816.8K	+459.72%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.3%	1.57M	158.25M	-1.74M	-52.54%
Jun 30, 2025	PEAVINE CAPITAL, LLC	0.13%	674.51K	67.92M	674.51K	+100.00%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.13%	663.34K	66.79M	140.93K	+26.98%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.12%	645.9K	65.04M	189.24K	+41.44%
Jun 30, 2025	ARJUNA CAPITAL	0.11%	550.86K	55.47M	65.06K	+13.39%
Jun 30, 2025	AWM CAPITAL, LLC	0.25%	1.32M	132.53M	-131.97K	-9.11%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.18%	932.85K	93.77M	63K	+7.24%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.18%	930.99K	93.74M	280.49K	+43.12%
Jun 30, 2025	POTOMAC FUND MANAGEMENT INC /ADV	1.16%	6.01M	605.18M	6.01M	+100.00%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	4.41%	22.87M	227.18M	22.66M	+10,406.58%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	2.41M	242.72M	-517.71K	-17.68%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.46%	2.37M	238.64M	426.55K	+21.95%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	2.13M	213.99M	943.58K	+79.86%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.34%	1.74M	175.41M	50.47K	+2.98%
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.34%	1.74M	175.15M	955.84K	+121.97%
Jun 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.24%	1.26M	126.88M	187.36K	+17.47%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.23%	1.21M	121.93M	-272.45K	-18.37%
Jun 30, 2025		1.98%	10.27M	16.43M	10.12M	+6,699.93%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.16%	833.76K	83.95M	25.72K	+3.18%
Jun 30, 2025	LEE JOHNSON CAPITAL MANAGEMENT, LLC	0.15%	759.84K	76.51M	157.97K	+26.25%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.12%	641.9K	64.63M	-40.55K	-5.94%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	630.98K	63.53M	84.65K	+15.49%
Jun 30, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.12%	629.09K	63.34M	-212.56K	-25.26%
Jun 30, 2025	MONECO ADVISORS, LLC	0.12%	608.67K	61.29M	70.97K	+13.20%
Jun 30, 2025	ONE DAY IN JULY LLC	0.11%	568.74K	57.27M	-361	-0.06%
Jun 30, 2025	PUNCH CARD MANAGEMENT L.P.	0.11%	566K	56.99M	-15.1K	-2.60%
Jun 30, 2025	ROYAL BANK OF CANADA	0.48%	2.49M	250.85M	434.26K	+21.11%
Jun 30, 2025	CERITY PARTNERS LLC	0.48%	2.47M	249.11M	1.3M	+110.43%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.4%	2.1M	211.44M	740.35K	+54.46%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.04%	10.56M	1.06B	328.51K	+3.21%
Jun 30, 2025	LPL FINANCIAL LLC	1.39%	7.2M	725.37M	1.26M	+21.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.91%	4.72M	479.7M	-1.76M	-27.15%
Jun 30, 2025	JPMORGAN CHASE & CO	0.59%	3.06M	307.8M	884.64K	+40.73%
Jun 30, 2025	UBS GROUP AG	0.41%	2.14M	215.17M	443.34K	+26.18%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.34%	1.78M	179.34M	407.11K	+29.63%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.27%	1.38M	138.57M	688.22K	+100.03%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	1.14M	114.83M	-291.26K	-20.34%
Jun 30, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.22%	1.13M	113.68M	-313.08K	-21.71%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	2.31M	232.99M	511.69K	+28.40%
Jun 30, 2025	MORGAN STANLEY	1.62%	8.4M	845.46M	2.11M	+33.50%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	1.72M	172.33M	814.79K	+90.40%
Jun 30, 2025	CX INSTITUTIONAL	0.3%	1.55M	155.65M	1.1M	+249.48%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.3%	1.54M	155.44M	1.09M	+243.93%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.29%	1.53M	86.77M	-355.42K	-18.88%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.28%	1.45M	145.61M	-47.85K	-3.20%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.17%	869.95K	87.57M	24.06K	+2.84%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	769.59K	77.49M	97.82K	+14.56%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.14%	748.82K	75.4M	635.06K	+558.27%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.14%	742K	74.71M	54.26K	+7.89%
Jun 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	1.98%	10.27M	16.43M	10.12M	+6,699.93%
Jun 30, 2025	CYNOSURE GROUP, LLC	0.23%	1.19M	119.41M	564.7K	+90.91%
Jun 30, 2025	COLONY GROUP, LLC	0.2%	1.05M	106.09M	266.33K	+33.83%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.2%	1.02M	102.59M	39.79K	+4.06%
Jun 30, 2025	BALENTINE LLC	0.19%	1.01M	101.61M	111.32K	+12.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	956.8K	96.34M	-270.06K	-22.01%
Jun 30, 2025	EQUITY INVESTMENT CORP	0.18%	916.27K	92.26M	-1.14M	-55.51%
Jun 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.17%	870.27K	87.44M	107.94K	+14.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	724.97K	73M	254.17K	+53.99%
Jun 30, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.14%	702.06K	70.69M	235.56K	+50.50%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.26%	1.36M	136.66M	457.68K	+50.88%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.15%	650.49K	65.44M	357.76K	+122.21%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	671.77K	67.63M	-529.09K	-44.06%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.15%	682.45K	68.7M	202.77K	+42.27%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	0.18%	808.03K	81.34M	345.49K	+74.69%
Mar 31, 2025	TITLEIST ASSET MANAGEMENT, LLC	0.19%	841.64K	84.73M	-24.16K	-2.79%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.19%	845.89K	85.14M	838.48K	+11,321.67%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.2%	869.85K	87.44M	-59.5K	-6.40%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	899.51K	90.55M	447.76K	+99.12%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	1.14M	115.16M	221.5K	+24.01%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	1.18M	118.95M	202.71K	+20.71%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	1.23M	123.51M	114.49K	+10.29%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	687.99K	69.26M	173.16K	+33.63%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	901.33K	90.74M	-2.96K	-0.33%
Mar 31, 2025	VIGILARE WEALTH MANAGEMENT	0.17%	746.54K	75.15M	-236.49K	-24.06%
Mar 31, 2025	TREK FINANCIAL, LLC	0.23%	1.04M	104.72M	838.03K	+414.41%
Mar 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.24%	1.07M	108M	-92.2K	-7.91%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.29%	1.28M	129.24M	1.09M	+567.92%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.18%	781.78K	78.7M	775.78K	+12,921.04%
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.22%	979.08K	98.56M	103.06K	+11.76%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.25%	1.14M	114.28M	1.05M	+1,292.88%
Mar 31, 2025	CERITY PARTNERS LLC	0.26%	1.18M	118.35M	62.51K	+5.62%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.3%	1.36M	136.87M	461.59K	+51.40%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	1.43M	144.13M	180.93K	+14.46%
Mar 31, 2025	AWM CAPITAL, LLC	0.32%	1.45M	145.79M	311.6K	+27.42%
Mar 31, 2025	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.32%	1.44M	145.17M	-167.14K	-10.39%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.31%	1.37M	138.32M	345.48K	+33.59%
Mar 31, 2025	UBS GROUP AG	0.38%	1.69M	170.49M	666.95K	+64.96%
Mar 31, 2025	BALENTINE LLC	0.2%	897.84K	90.39M	225.52K	+33.54%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.74%	3.31M	332.51M	3.23M	+3,869.95%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	2.93M	294.79M	789.74K	+36.93%
Mar 31, 2025	JPMORGAN CHASE & CO	0.49%	2.17M	218.68M	557.27K	+34.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.29%	10.23M	1.03B	7M	+216.28%
Mar 31, 2025	EQUITY INVESTMENT CORP	0.46%	2.06M	207.35M	1.06M	+106.13%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.15%	687.74K	69.24M	41.85K	+6.48%
Mar 31, 2025		0.15%	653.14K	65.75M	125.52K	+23.79%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	1.8M	181.42M	595.82K	+49.40%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.42%	1.88M	137.62M	1.2M	+177.43%
Mar 31, 2025	LPL FINANCIAL LLC	1.33%	5.94M	598.35M	1.71M	+40.31%
Mar 31, 2025	MORGAN STANLEY	1.41%	6.29M	633.19M	1.06M	+20.33%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.45%	6.49M	556.13M	5.53M	+578.24%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	752.78K	75.78M	752.78K	+100.00%
Mar 31, 2025	CHOATE INVESTMENT ADVISORS	0.18%	783.65K	78.89M	773.14K	+7,358.34%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.33%	1.48M	149.34M	146.54K	+10.96%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.33%	1.49M	150.4M	71.02K	+4.99%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.34%	1.54M	154.64M	-215.25K	-12.29%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.38%	1.69M	170.29M	-3.14K	-0.19%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.44%	1.94M	195.65M	521.41K	+36.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.46%	2.06M	207.09M	1.16M	+130.03%
Mar 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.17%	762.33K	76.55M	762.33K	+100.00%
Mar 31, 2025	COLONY GROUP, LLC	0.18%	787.28K	79.26M	187.5K	+31.26%
Mar 31, 2024	ELM PARTNERS MANAGEMENT LLC	0.45%	910.74K	91.72M	299.34K	+48.96%
Mar 31, 2024	LEE JOHNSON CAPITAL MANAGEMENT, LLC	0.47%	951.89K	95.87M	951.89K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.57%	1.09M	110.27M	-7.29K	-0.66%
Mar 31, 2024	ROYAL BANK OF CANADA	0.93%	1.79M	179.99M	1.04M	+139.74%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.02%	3.89M	391.55M	-742.79K	-16.04%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.22%	448.55K	45.17M	-816.92K	-64.55%
Mar 31, 2024	AWM CAPITAL, LLC	0.23%	470.04K	47.34M	10.36K	+2.25%
Mar 31, 2024	NORTHROCK PARTNERS, LLC	0.4%	806.92K	81.27M	-11.81K	-1.44%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.4%	777.7K	78.32M	0	0
Mar 31, 2024	LWM ADVISORY SERVICES, LLC	0.17%	322.9K	8.28M	302K	+1,444.76%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.17%	324.58K	32.69M	29.41K	+9.96%
Mar 31, 2024	RIA ADVISORY GROUP LLC	0.17%	325.75K	32.81M	325.75K	+100.00%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.17%	327.23K	32.96M	66.11K	+25.32%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	331.89K	33.43M	331.89K	+100.00%
Mar 31, 2024	CREATIVE PLANNING	0.18%	343.77K	34.62M	187.59K	+120.12%
Mar 31, 2024	EVERMAY WEALTH MANAGEMENT LLC	0.18%	346.61K	34.91M	148.22K	+74.71%
Mar 31, 2024	BLACKROCK INC.	0.19%	361K	36.36M	15.52K	+4.49%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.2%	374.59K	37.73M	95.02K	+33.99%
Mar 31, 2024	SYNERGY ASSET MANAGEMENT, LLC	0.2%	375.64K	37.83M	109.19K	+40.98%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	375.82K	37.85M	-536.49K	-58.81%
Mar 31, 2024	VIGILARE WEALTH MANAGEMENT	0.2%	379.72K	38.24M	57.97K	+18.02%
Mar 31, 2024	MORGAN STANLEY	2.03%	3.9M	392.72M	-405.64K	-9.42%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.27%	548.78K	55.27M	-888.81K	-61.83%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	551.28K	55.52M	507.16K	+1,149.58%
Mar 31, 2024	UBS GROUP AG	0.59%	1.13M	113.83M	-41.17K	-3.51%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.59%	1.14M	114.83M	-69.06K	-5.71%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.64%	1.29M	12.87M	1.28M	+10,223.12%
Mar 31, 2024	JPMORGAN CHASE & CO	0.65%	1.24M	125.06M	439K	+54.68%
Mar 31, 2024	EQUITY INVESTMENT CORP	0.81%	1.64M	165.6M	354.87K	+27.52%
Mar 31, 2024	LPL FINANCIAL LLC	1.26%	2.41M	242.9M	-124.23K	-4.90%
Mar 31, 2024	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.19%	382.83K	38.55M	-10K	-2.55%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	387.91K	39.07M	-8.88K	-2.24%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	379.32K	38.2M	160.09K	+73.02%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.2%	407.99K	40.95M	133.36K	+48.56%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.21%	416.02K	41.9M	69.77K	+20.15%
Mar 31, 2024	COLONY GROUP, LLC	0.21%	429.71K	43.28M	46.04K	+12.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.22%	414.17K	41.71M	88.7K	+27.25%
Mar 31, 2024	ESG PLANNING	0.22%	440.93K	44.41M	-390.51K	-46.97%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.24%	479.35K	48.28M	380.5K	+384.95%
Mar 31, 2024	MADER & SHANNON WEALTH MANAGEMENT, INC.	0.25%	514.63K	51.83M	76.66K	+17.50%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.26%	516.04K	51.97M	152.79K	+42.06%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.27%	542.09K	54.59M	23.01K	+4.43%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	572.87K	57.69M	67.61K	+13.38%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.31%	620.39K	62.48M	57.3K	+10.18%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.31%	627.57K	63.2M	627.57K	+100.00%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0.32%	638.85K	64.34M	53.12K	+9.07%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.32%	620.71K	62.51M	152.6K	+32.60%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.33%	665.35K	67.01M	505.07K	+315.12%
Mar 31, 2024	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.35%	698.6K	70.36M	-100.62K	-12.59%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.35%	704.71K	70.97M	340.9K	+93.70%
Mar 31, 2024	BALENTINE LLC	0.35%	712.17K	71.72M	156.59K	+28.18%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.38%	726.4K	73.17M	-118.01K	-13.98%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.38%	766.24K	77.17M	-341.83K	-30.85%
Mar 31, 2024	CRESSET ASSET MANAGEMENT, LLC	0.44%	885.95K	89.22M	-9.27K	-1.04%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.45%	907.3K	91.37M	907.3K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.28%	564.5K	56.85M	-364.51K	-39.24%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.28%	538.03K	54.18M	67.94K	+14.45%
Mar 31, 2024	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.3%	600.42K	60.47M	32.23K	+5.67%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.45%	907.37K	91.38M	425.75K	+88.40%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.5%	959.49K	95M	-756.38K	-44.08%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.55%	1.12M	112.84M	-71.58K	-6.01%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.76%	1.45M	146.23M	209.41K	+16.85%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	470.09K	47.14M	168.88K	+56.07%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.44%	777.7K	77.98M	276.4K	+55.14%
Dec 31, 2023	BENCHMARK INVESTMENT ADVISORS LLC	0.44%	785.74K	78.79M	785.74K	+100.00%
Dec 31, 2023	TREK FINANCIAL, LLC	0.44%	785.74K	78.79M	296K	+60.44%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.44%	786.78K	78.89M	183.44K	+30.40%
Dec 31, 2023	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	0.45%	799.23K	80.14M	-249.98K	-23.83%
Dec 31, 2023	JPMORGAN CHASE & CO	0.45%	802.79K	80.5M	236.89K	+41.86%
Dec 31, 2023	NORTHROCK PARTNERS, LLC	0.46%	818.73K	82.09M	271.87K	+49.71%
Dec 31, 2023	ESG PLANNING	0.47%	831.44K	83.37M	57.37K	+7.41%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.47%	844.41K	84.69M	-124.22K	-12.82%
Dec 31, 2023	CRESSET ASSET MANAGEMENT, LLC	0.5%	895.22K	89.76M	149.62K	+20.07%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.51%	912.31K	91.48M	-601.19K	-39.72%
Dec 31, 2023	CERITY PARTNERS LLC	0.52%	929.01K	93.15M	-945.12K	-50.43%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.62%	1.1M	110.52M	775.52K	+237.36%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.62%	1.11M	111.11M	-168.98K	-13.23%
Dec 31, 2023	UBS GROUP AG	0.66%	1.17M	117.46M	2.86K	+0.24%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.67%	1.19M	119.52M	211.67K	+21.59%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.68%	1.21M	121.25M	-250.42K	-17.16%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.7%	1.24M	124.6M	1.08M	+648.97%
Dec 31, 2023	ELM PARTNERS MANAGEMENT LLC	0.34%	611.39K	61.3M	-734.73K	-54.58%
Dec 31, 2023	RESONANT CAPITAL ADVISORS, LLC	0.33%	585.73K	58.73M	47.41K	+8.81%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.33%	583.69K	58.53M	79.07K	+15.67%
Dec 31, 2023	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.32%	568.19K	56.97M	-89.05K	-13.55%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.32%	563.09K	56.46M	71.37K	+14.52%
Dec 31, 2023	BALENTINE LLC	0.31%	555.58K	55.71M	234.76K	+73.17%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	745.47K	74.75M	-7.43K	-0.99%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.71%	1.27M	127.4M	-603.05K	-32.27%
Dec 31, 2023	EQUITY INVESTMENT CORP	0.72%	1.29M	129.29M	-9.55K	-0.73%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.81%	1.44M	144.15M	-31.59K	-2.15%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.96%	1.72M	173M	202.96K	+13.42%
Dec 31, 2023	LPL FINANCIAL LLC	1.43%	2.54M	254.29M	316.1K	+14.24%
Dec 31, 2023	MORGAN STANLEY	2.42%	4.31M	431.68M	-368.36K	-7.88%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.6%	4.63M	464.32M	-1.08M	-18.96%
Dec 31, 2023	BLACKROCK INC.	0.19%	345.48K	34.64M	55.45K	+19.12%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.19%	346.25K	34.72M	8.37K	+2.48%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.2%	348.71K	34.96M	250.38K	+254.63%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.2%	363.25K	36.42M	363.25K	+100.00%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	0.21%	369.5K	37.05M	369.5K	+100.00%
Dec 31, 2023		0.22%	383.67K	38.47M	383.67K	+100.00%
Dec 31, 2023	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.22%	392.83K	39.39M	-246.41K	-38.55%
Dec 31, 2023	CX INSTITUTIONAL	0.22%	395.87K	39.69M	395.87K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	396.79K	39.79M	-10.51K	-2.58%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.23%	406.23K	40.73M	-343.07K	-45.79%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.27%	481.62K	48.29M	-110.29K	-18.63%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.24%	434.39K	43.56M	-181.45K	-29.46%
Dec 31, 2023	MADER & SHANNON WEALTH MANAGEMENT, INC.	0.25%	437.97K	43.92M	216.6K	+97.84%
Dec 31, 2023	AWM CAPITAL, LLC	0.26%	459.68K	46.09M	-51.84K	-10.13%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.29%	519.08K	52.05M	147.28K	+39.61%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	505.26K	50.66M	-317.26K	-38.57%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.26%	468.12K	46.94M	-17.14K	-3.53%

Frequently Asked Questions