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

Who are the major shareholders selling iShares 0–1 Year Treasury Bond ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in SHV by -2.3% restricting it's holding to 1.5 million shares of worth nearly $165.41M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -14.98% of the SHV shares from its portfolio, reducing its holding to 415.54 thousand shares of worth $45.87M. CLIENT FIRST CAPITAL LLC also shunned SHV shares holding by -13.03% last quarter which brought its holding to 285.5 thousand shares worth $31.52M.

Investors who are buying SHV stock?

As per its latest 13F filing, AI FINANCIAL SERVICES LLC increased its stake in SHV by 100% in the last quarter. The institutional holder raised its holding to 397.88 thousand shares having worth more than $43.92M. GALLAGHER FIDUCIARY ADVISORS, LLC also added 10,928.95% more shares of SHV to its portfolio, raising its holding to 479.21 thousand shares of worth $4.84K. ACORNS ADVISERS, LLC also increased its SHV shares holding by 4.18% which brought its holding to 486.56 thousand shares worth $53.71M.

SHV's major insiders: who are they?

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

Did an insider recently sell SHV stock?

Company executives, directors, and other insiders own N/A percent of iShares 0–1 Year Treasury Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which SHV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SHV stock?

There have been 0 transaction(s) during the past 6-months in which iShares 0–1 Year Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of SHV does insiders own?

Around 0 iShares 0–1 Year Treasury Bond ETF shares are held by insiders, which represents about N/A of SHV stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SHV?

JPMORGAN CHASE & CO is the largest institutional owner in SHV which holds 1.5 million shares worth $165.41M or 0.79% of the total SHV shares outstanding followed by AI FINANCIAL SERVICES LLC with ownership of 397.88 thousand shares representing 0.21% of the SHV ownership. COMMONWEALTH EQUITY SERVICES, LLC is the third largest stakeholder with 415.54 thousand shares or 0.22% of the ownership worth more than $45.87M.

Is iShares 0–1 Year 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 SHV is concerned, it is a stock which is optionable.

Is there a short position on SHV's shares?

Number of SHV 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 SHV shares are there?

As of today, null shares of SHV are outstanding.

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

SHV 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 SHV is null.

iShares 0–1 Year Treasury Bond ETF (SHV) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 1.5M shares valued at $165.41M. A 0.79% stake in iShares 0–1 Year Treasury Bond ETF is owned by the company. AI FINANCIAL SERVICES LLC owns 397.88K shares valued at $43.92M, which translates its holding of 0.21% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JPMORGAN CHASE & CO	0.79%	1.5M	165.41M	-35.22K	-2.30%
Mar 31, 2026	AI FINANCIAL SERVICES LLC	0.21%	397.88K	43.92M	397.88K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	415.54K	45.87M	-73.21K	-14.98%
Mar 31, 2026	GALLAGHER FIDUCIARY ADVISORS, LLC	0.25%	479.21K	4.84K	474.86K	+10,928.95%
Mar 31, 2026	ACORNS ADVISERS, LLC	0.26%	486.56K	53.71M	19.52K	+4.18%
Mar 31, 2026	CLIENT FIRST CAPITAL LLC	0.15%	285.5K	31.52M	-42.77K	-13.03%
Mar 31, 2026	FAMILY MANAGEMENT CORP	0.16%	310.02K	34.22M	9.16K	+3.04%
Mar 31, 2026	CERITY PARTNERS LLC	0.19%	352.88K	38.96M	-116.26K	-24.78%
Mar 31, 2026	BANK OF NOVA SCOTIA	0.19%	366.02K	40.41M	-30.87K	-7.78%
Mar 31, 2026	ABLE WEALTH MANAGEMENT LLC	0.2%	384.12K	42.4M	13.94K	+3.77%
Mar 31, 2026	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.27%	519.5K	57.35M	47.08K	+9.97%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.28%	540.1K	59.62M	-22.69K	-4.03%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	555.34K	61.3M	27.27K	+5.16%
Mar 31, 2026	BETTERMENT LLC	0.34%	651.82K	71.95M	-54.33K	-7.69%
Mar 31, 2026	ASSETMARK, INC	0.35%	670.66K	74.03M	-15.97K	-2.33%
Mar 31, 2026	OAKWORTH CAPITAL, INC.	0.37%	698.72K	77.13M	-314.68K	-31.05%
Mar 31, 2026	BULLTICK WEALTH MANAGEMENT, LLC	0.11%	215.69K	23.81M	-91.21K	-29.72%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.12%	218.75K	24.15M	-20.61K	-8.61%
Mar 31, 2026	LEGACY ADVISORY SERVICES, LLC	0.12%	228.7K	25.25M	-15.84K	-6.48%
Mar 31, 2026	MULLOOLY ASSET MANAGEMENT, INC.	0.12%	229.38K	25.32M	6.92K	+3.11%
Mar 31, 2026	ALLRED CAPITAL MANAGEMENT, LLC	0.12%	231.64K	25.57M	-10.06K	-4.16%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.12%	233.9K	25.82M	71.56K	+44.08%
Mar 31, 2026	NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC	0.13%	250.59K	27.66M	-3.6K	-1.42%
Mar 31, 2026	BULL OAK CAPITAL, LLC	0.13%	254.13K	28.05M	32.87K	+14.86%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.14%	264.26K	29.09M	-13.13K	-4.73%
Mar 31, 2026	ZEVIN ASSET MANAGEMENT LLC	0.14%	266.37K	29.41M	54.85K	+25.93%
Mar 31, 2026	FUND EVALUATION GROUP, LLC	0.15%	277.56K	30.64M	6.46K	+2.38%
Mar 31, 2026	BANCO SANTANDER, S.A.	0.15%	279.37K	30.84M	-170.41K	-37.89%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	999.68K	110.08M	-630.89K	-38.69%
Mar 31, 2026	NFP RETIREMENT, INC.	0.54%	1.03M	114.22M	-381.59K	-26.94%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.7%	1.33M	147.07M	-57.27K	-4.12%
Mar 31, 2026	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.75%	1.43M	157.37M	101.18K	+7.60%
Mar 31, 2026	UBS GROUP AG	0.88%	1.67M	184.62M	-137K	-7.57%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.03%	1.95M	215.58M	844.33K	+76.16%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	1.08%	2.05M	226.08M	430.57K	+26.62%
Mar 31, 2026	MARKS WEALTH, LLC	1.14%	2.16M	238.24M	2.15M	+25,091.79%
Mar 31, 2026	LPL FINANCIAL LLC	1.77%	3.37M	372.27M	308.94K	+10.08%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.75%	5.24M	578.17M	287.6K	+5.81%
Mar 31, 2026	BLACKROCK, INC.	9.4%	17.87M	1.97B	-74.35K	-0.41%
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.2%	384.34K	42.43M	81.71K	+27.00%
Mar 31, 2026	TRUST CO	0.42%	790.5K	87.26M	24.8K	+3.24%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.47%	884.68K	97.66M	11.62K	+1.33%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.2%	380.8K	42.04M	155.56K	+69.06%
Mar 31, 2026	FINANCIAL CONSULATE, INC	0.17%	328.72K	36.29M	328.72K	+100.00%
Mar 31, 2026	COLONY GROUP, LLC	0.19%	357.16K	39.43M	-7.54K	-2.07%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.21%	393.98K	43.49M	37.44K	+10.50%
Mar 31, 2026	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.25%	474.89K	52.29M	-18.59K	-3.77%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.3%	562.74K	62.12M	-199.77K	-26.20%
Mar 31, 2026	AMERICANA PARTNERS, LLC	0.41%	784.59K	86.61M	373.13K	+90.69%
Mar 31, 2026	FIL LTD	0.52%	994.89K	109.83M	994.5K	+253,052.16%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	281.41K	31.07M	19.6K	+7.49%
Mar 31, 2026	OPPENHEIMER & CO INC	0.17%	326.35K	36.03M	30.82K	+10.43%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.58%	1.1M	121.02M	508.52K	+86.55%
Mar 31, 2026	ROYAL BANK OF CANADA	0.72%	1.37M	151.2M	477.06K	+53.45%
Mar 31, 2026	MORGAN STANLEY	2.95%	5.61M	619.7M	-359.83K	-6.02%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.15%	294.33K	32.49M	-10.59K	-3.47%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.16%	309.73K	34.19M	-60K	-16.23%
Mar 31, 2026	MASECO LLP	0.18%	332.85K	36.74M	-7.78K	-2.28%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.22%	417.43K	46.08M	-38.14K	-8.37%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.22%	427.08K	47.15M	-96.8K	-18.48%
Mar 31, 2026	CYNOSURE GROUP, LLC	0.29%	546.42K	60.32M	-12.01K	-2.15%
Mar 31, 2026	TOWNSEND & ASSOCIATES, INC	0.34%	645.96K	71.26M	21.62K	+3.46%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.58%	3M	330.96M	-106.93K	-3.44%
Dec 31, 2025	TRUE LINK FINANCIAL ADVISORS, LLC	0.21%	382.57K	42.14M	17.03K	+4.66%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.29%	523.88K	57.71M	75.63K	+16.87%
Dec 31, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.12%	222.47K	24.5M	13.53K	+6.47%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.12%	225.24K	24.81M	-499	-0.22%
Dec 31, 2025	SULZBERGER CAPITAL ADVISORS, INC.	0.12%	226.17K	24.91M	-5.26K	-2.27%
Dec 31, 2025	ALLRED CAPITAL MANAGEMENT, LLC	0.13%	241.7K	26.62M	-15.63K	-6.07%
Dec 31, 2025	LEGACY ADVISORY SERVICES, LLC	0.13%	244.53K	26.94M	-7.71K	-3.06%
Dec 31, 2025	NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC	0.14%	254.19K	28M	-3.23K	-1.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	261.81K	28.84M	-56.8K	-17.83%
Dec 31, 2025	FUND EVALUATION GROUP, LLC	0.15%	271.09K	29.86M	3.82K	+1.43%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.15%	277.39K	30.55M	15.89K	+6.08%
Dec 31, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.16%	282.21K	31.09M	8.52K	+3.11%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.23%	411.46K	45.32M	-80.74K	-16.40%
Dec 31, 2025	BANCO SANTANDER, S.A.	0.25%	449.78K	49.54M	93.87K	+26.38%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.25%	455.57K	50.18M	130.23K	+40.03%
Dec 31, 2025	CERITY PARTNERS LLC	0.26%	469.14K	51.68M	-48.51K	-9.37%
Dec 31, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.26%	472.42K	52.04M	148.88K	+46.02%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.27%	484.49K	53.37M	85.6K	+21.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	488.75K	53.84M	5.35K	+1.11%
Dec 31, 2025	TOWNSEND & ASSOCIATES, INC	0.34%	624.34K	68.85M	9.67K	+1.57%
Dec 31, 2025		0.35%	628.45K	5.71M	621.81K	+9,358.90%
Dec 31, 2025	ASSETMARK, INC	0.38%	686.64K	75.63M	12.68K	+1.88%
Dec 31, 2025	BETTERMENT LLC	0.39%	706.15K	77.78M	-75.69K	-9.68%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.42%	762.51K	83.99M	-105.92K	-12.20%
Dec 31, 2025	TRUST CO	0.42%	765.7K	84.34M	1.25K	+0.16%
Dec 31, 2025	ROYAL BANK OF CANADA	0.49%	892.6K	98.32M	-53.26K	-5.63%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	1.39M	153.06M	38.07K	+2.82%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.71%	3.1M	342.02M	-90.04K	-2.82%
Dec 31, 2025	OAKWORTH CAPITAL, INC.	0.56%	1.01M	111.63M	324.23K	+47.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	1.11M	122.11M	79.9K	+7.77%
Dec 31, 2025	JPMORGAN CHASE & CO	0.85%	1.53M	168.94M	25.15K	+1.67%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.89%	1.62M	178.16M	-343.21K	-17.50%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	1.63M	179.67M	126.71K	+8.43%
Dec 31, 2025	UBS GROUP AG	1%	1.81M	199.31M	-345.46K	-16.03%
Dec 31, 2025	LPL FINANCIAL LLC	1.69%	3.06M	337.43M	479.4K	+18.55%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.73%	4.95M	545.24M	-552.34K	-10.04%
Dec 31, 2025	MARINER, LLC	0.12%	212.95K	23.46M	52.51K	+32.73%
Dec 31, 2025	BULL OAK CAPITAL, LLC	0.12%	221.26K	24.37M	7.58K	+3.54%
Dec 31, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.73%	1.33M	147.01M	86.63K	+6.96%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	239.36K	26.37M	70.46K	+41.72%
Dec 31, 2025	CONCORD WEALTH PARTNERS	0.16%	291.78K	32.14M	10.16K	+3.61%
Dec 31, 2025	BULLTICK WEALTH MANAGEMENT, LLC	0.17%	306.91K	33.81M	-84.48K	-21.58%
Dec 31, 2025	FAMILY MANAGEMENT CORP	0.17%	300.86K	33.14M	-31.36K	-9.44%
Dec 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.17%	302.63K	33.33M	771	+0.26%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.17%	304.92K	33.59M	-2.59K	-0.84%
Dec 31, 2025	COLONY GROUP, LLC	0.2%	364.7K	40.17M	144.44K	+65.58%
Dec 31, 2025	ACORNS ADVISERS, LLC	0.26%	467.04K	51.45M	13.07K	+2.88%
Dec 31, 2025	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.27%	493.48K	54.38M	-35.44K	-6.70%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	528.07K	58.17M	56.25K	+11.92%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.48%	873.06K	96.17M	164.04K	+23.14%
Dec 31, 2025	CYNOSURE GROUP, LLC	0.31%	558.43K	61.51M	-453	-0.08%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.31%	562.79K	61.99M	-778	-0.14%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.32%	587.53K	64.85M	49.65K	+9.23%
Dec 31, 2025	OPPENHEIMER & CO INC	0.16%	295.53K	32.55M	19.28K	+6.98%
Dec 31, 2025	NFP RETIREMENT, INC.	0.78%	1.42M	156.01M	156.68K	+12.44%
Dec 31, 2025	BANK OF NOVA SCOTIA	0.22%	396.9K	43.72M	23.82K	+6.39%
Dec 31, 2025	CRESCENT GROVE ADVISORS, LLC	0.11%	196.59K	21.65M	18.71K	+10.52%
Dec 31, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.11%	198.74K	21.89M	7.89K	+4.14%
Dec 31, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.11%	194.76K	21.45M	6.18K	+3.27%
Dec 31, 2025	SIERRA LEGACY GROUP	0.11%	195.14K	21.49M	-9.95K	-4.85%
Dec 31, 2025	MORGAN STANLEY	3.29%	5.97M	657.98M	-572	-0.01%
Dec 31, 2025	BLACKROCK, INC.	9.9%	17.95M	1.98B	-614K	-3.31%
Dec 31, 2025	ZEVIN ASSET MANAGEMENT LLC	0.12%	211.52K	23.3M	211.52K	+100.00%
Dec 31, 2025	CLIENT FIRST CAPITAL LLC	0.18%	328.28K	36.16M	-9.12K	-2.70%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	336.1K	37.02M	-87.41K	-20.64%
Dec 31, 2025	MASECO LLP	0.19%	340.63K	37.52M	340.63K	+100.00%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.2%	356.54K	39.27M	-118.88K	-25.01%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	369.73K	40.73M	26.18K	+7.62%
Dec 31, 2025	ABLE WEALTH MANAGEMENT LLC	0.2%	370.18K	40.78M	154.91K	+71.96%
Sep 30, 2025	NFP RETIREMENT, INC.	0.67%	1.26M	139.18M	14.12K	+1.13%
Sep 30, 2025	TRUST CO	0.41%	764.46K	84.46M	41.02K	+5.67%
Sep 30, 2025	BULLTICK WEALTH MANAGEMENT, LLC	0.21%	391.38K	43.24M	41.49K	+11.86%
Sep 30, 2025	HSBC HOLDINGS PLC	0.19%	354.84K	39.21M	-37.64K	-9.59%
Sep 30, 2025	BLACKROCK, INC.	9.89%	18.56M	2.05B	2.36M	+14.54%
Sep 30, 2025	MORGAN STANLEY	3.18%	5.97M	660.08M	121.37K	+2.07%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.93%	5.5M	607.95M	930.92K	+20.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	1.03M	113.66M	-77.28K	-6.99%
Sep 30, 2025	ACORNS ADVISERS, LLC	0.24%	453.97K	50.16M	4.33K	+0.96%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.24%	448.25K	49.53M	-263.59K	-37.03%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.21%	398.89K	44.07M	83.77K	+26.58%
Sep 30, 2025	BANK OF NOVA SCOTIA	0.2%	373.08K	41.22M	-8.23K	-2.16%
Sep 30, 2025	TRUE LINK FINANCIAL ADVISORS, LLC	0.19%	365.54K	40.39M	-291.66K	-44.38%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	352.33K	38.93M	-267.88K	-43.19%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	343.55K	37.96M	-1.36K	-0.39%
Sep 30, 2025	CLIENT FIRST CAPITAL LLC	0.18%	337.39K	37.28M	-33.52K	-9.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	318.6K	35.21M	-4.5K	-1.39%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.16%	307.5K	33.98M	17.63K	+6.08%
Sep 30, 2025	CONCORD WEALTH PARTNERS	0.15%	281.63K	31.12M	20.21K	+7.73%
Sep 30, 2025	CONCORD ASSET MANAGEMENT, LLC/VA	0.15%	273.69K	30.24M	12.28K	+4.70%
Sep 30, 2025	LPL FINANCIAL LLC	1.38%	2.58M	285.5M	430.41K	+19.99%
Sep 30, 2025	ROYAL BANK OF CANADA	0.5%	945.86K	104.51M	-61.99K	-6.15%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	423.51K	46.79M	102.87K	+32.08%
Sep 30, 2025	MARKS WEALTH, LLC	0.17%	312.93K	34.58M	-167.99K	-34.93%
Sep 30, 2025	UBS GROUP AG	1.15%	2.15M	238.09M	219.15K	+11.32%
Sep 30, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.66%	1.25M	137.41M	-299.62K	-19.40%
Sep 30, 2025	ASSETMARK, INC	0.36%	673.95K	74.47M	23.46K	+3.61%
Sep 30, 2025	AMERICANA PARTNERS, LLC	0.26%	492.2K	54.38M	158.93K	+47.69%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	483.4K	53.41M	62.63K	+14.88%
Sep 30, 2025	JPMORGAN CHASE & CO	0.8%	1.51M	166.69M	-162.65K	-9.73%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.8%	1.5M	165.73M	41.13K	+2.81%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	1.35M	149.33M	-224.67K	-14.25%
Sep 30, 2025	BETTERMENT LLC	0.42%	781.84K	86.39M	-83.47K	-9.65%
Sep 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.17%	323.54K	35.75M	35.29K	+12.24%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.25%	475.42K	52.53M	12.56K	+2.71%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	471.82K	52.13M	45.94K	+10.79%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.19%	355.91K	39.32M	46.83K	+15.15%
Sep 30, 2025	FAMILY MANAGEMENT CORP	0.18%	332.22K	36.71M	-7.23K	-2.13%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.17%	325.34K	35.95M	63.7K	+24.35%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	1.04%	1.96M	216.64M	177.92K	+9.98%
Sep 30, 2025	FUND EVALUATION GROUP, LLC	0.14%	267.27K	29.53M	12.28K	+4.82%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.14%	261.51K	28.89M	25.32K	+10.72%
Sep 30, 2025	NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC	0.14%	257.41K	28.44M	13.33K	+5.46%
Sep 30, 2025	ALLRED CAPITAL MANAGEMENT, LLC	0.14%	257.33K	28.43M	-26.01K	-9.18%
Sep 30, 2025	LEGACY ADVISORY SERVICES, LLC	0.13%	252.24K	27.87M	-7.25K	-2.79%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.13%	252.18K	27.86M	76.49K	+43.54%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	223.81K	24.73M	-35.62K	-13.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	216.5K	23.92M	-28.01K	-11.45%
Sep 30, 2025	ABLE WEALTH MANAGEMENT LLC	0.11%	215.27K	23.78M	3.64K	+1.72%
Sep 30, 2025	BULL OAK CAPITAL, LLC	0.11%	213.69K	23.61M	-2.41K	-1.12%
Sep 30, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.11%	208.94K	23.09M	14.25K	+7.32%
Sep 30, 2025	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	0.11%	205.49K	22.7M	-7.57K	-3.55%
Sep 30, 2025	SIERRA LEGACY GROUP	0.11%	205.09K	22.66M	-5.44K	-2.58%
Sep 30, 2025	LEE FINANCIAL CO	0.11%	200.31K	22.13M	28.47K	+16.57%
Sep 30, 2025	MASCOMA WEALTH MANAGEMENT LLC	0.1%	188.59K	20.84M	1.45K	+0.78%
Sep 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.16%	301.86K	33.35M	14.01K	+4.87%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.7%	3.2M	353.02M	22.62K	+0.71%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	868.43K	95.95M	143.31K	+19.76%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.38%	709.02K	78.34M	78.63K	+12.47%
Sep 30, 2025	OAKWORTH CAPITAL, INC.	0.37%	689.17K	76.15M	10.14K	+1.49%
Sep 30, 2025	TOWNSEND & ASSOCIATES, INC	0.33%	614.67K	67.84M	22.27K	+3.76%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	563.57K	62.27M	-179.54K	-24.16%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.3%	558.88K	61.75M	-960	-0.17%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	537.88K	59.22M	-51.57K	-8.75%
Sep 30, 2025	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.28%	528.92K	58.31M	-317.3K	-37.50%
Sep 30, 2025	CERITY PARTNERS LLC	0.28%	517.66K	57.2M	-16.6K	-3.11%
Sep 30, 2025	OPPENHEIMER & CO INC	0.15%	276.24K	30.52M	3.48K	+1.28%
Jun 30, 2025	TRUST CO	0.38%	723.44K	79.88M	12.26K	+1.72%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.38%	725.12K	80.07M	-30.86K	-4.08%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.39%	743.11K	82.05M	-271.85K	-26.78%
Jun 30, 2025	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.45%	846.22K	93.44M	-131.98K	-13.49%
Jun 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.15%	288.25K	31.83M	1.21K	+0.42%
Jun 30, 2025	BLACKROCK, INC.	8.57%	16.21M	1.79B	705.06K	+4.55%
Jun 30, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.15%	287.85K	31.78M	1.22K	+0.43%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.15%	286.44K	31.63M	286.44K	+100.00%
Jun 30, 2025	TRUE LINK FINANCIAL ADVISORS, LLC	0.35%	657.2K	72.57M	25.05K	+3.96%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.33%	630.39K	69.61M	29.81K	+4.96%
Jun 30, 2025	ASSETMARK, INC	0.34%	650.49K	71.83M	28.73K	+4.62%
Jun 30, 2025	MORGAN STANLEY	3.1%	5.85M	646.26B	644.65K	+12.38%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.42%	4.57M	504.77M	732.74K	+19.09%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.68%	3.17M	350.3M	579.07K	+22.33%
Jun 30, 2025	LPL FINANCIAL LLC	1.14%	2.15M	237.79M	27.4K	+1.29%
Jun 30, 2025	UBS GROUP AG	1.02%	1.94M	213.74M	669.5K	+52.87%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.94%	1.78M	196.85M	248.58K	+16.20%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	320.64K	35.41B	46.02K	+16.76%
Jun 30, 2025	JPMORGAN CHASE & CO	0.88%	1.67M	184.54M	-160.71K	-8.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.83%	1.58M	174.04M	160.14K	+11.31%
Jun 30, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.82%	1.54M	170M	26.69K	+1.76%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.77%	1.46M	161.06M	-54.45K	-3.59%
Jun 30, 2025		0.66%	1.25M	137.53M	388.1K	+45.26%
Jun 30, 2025	BULLTICK WEALTH MANAGEMENT, LLC	0.19%	349.89K	38.64M	-39.96K	-10.25%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.18%	344.92K	38.09M	27.49K	+8.66%
Jun 30, 2025	FAMILY MANAGEMENT CORP	0.18%	339.45K	37.48M	15.7K	+4.85%
Jun 30, 2025	AMERICANA PARTNERS, LLC	0.18%	333.28K	36.8M	-40.57K	-10.85%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.17%	315.12K	34.8M	315.12K	+100.00%
Jun 30, 2025	BANCO SANTANDER, S.A.	0.16%	309.08K	34.13M	196.24K	+173.91%
Jun 30, 2025	GUIDANCE CAPITAL, INC	0.16%	297.1K	32.72M	-313.27K	-51.32%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.15%	292.47K	32.29M	-294.04K	-50.13%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.15%	289.88K	32.01M	-41.42K	-12.50%
Jun 30, 2025	NFP RETIREMENT, INC.	0.66%	1.25M	137.53M	388.1K	+45.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.58%	1.11M	122.12M	112.76K	+11.35%
Jun 30, 2025	ROYAL BANK OF CANADA	0.53%	1.01M	111.29M	1.99K	+0.20%
Jun 30, 2025	MARINER, LLC	0.47%	883.8K	97.59M	783.46K	+780.85%
Jun 30, 2025	BETTERMENT LLC	0.46%	865.31K	95.55M	-253.49K	-22.66%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	620.21K	68.48M	48.36K	+8.46%
Jun 30, 2025	TOWNSEND & ASSOCIATES, INC	0.31%	592.4K	65.39M	9.79K	+1.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.31%	589.45K	65.08M	-188.11K	-24.19%
Jun 30, 2025	CYNOSURE GROUP, LLC	0.3%	559.84K	61.82M	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.28%	534.26K	58.99M	169	+0.03%
Jun 30, 2025	MARKS WEALTH, LLC	0.25%	480.92K	53.1M	-929.28K	-65.90%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	0.25%	469.26K	5.57K	464.81K	+10,459.29%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.24%	462.86K	51.11M	52.01K	+12.66%
Jun 30, 2025	ACORNS ADVISERS, LLC	0.24%	449.64K	49.65M	2.88K	+0.64%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	425.88K	48.9M	31.71K	+8.04%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	420.77K	46.46M	-243	-0.06%
Jun 30, 2025	HSBC HOLDINGS PLC	0.21%	392.47K	43.34M	-102.2K	-20.66%
Jun 30, 2025	BANK OF NOVA SCOTIA	0.2%	381.31K	42.12M	-16.77K	-4.21%
Jun 30, 2025	CLIENT FIRST CAPITAL LLC	0.2%	370.92K	40.96M	14.4K	+4.04%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	323.1K	35.68M	69.54K	+27.42%
Jun 30, 2025	OAKWORTH CAPITAL, INC.	0.36%	679.03K	74.98M	-138.72K	-16.96%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.38%	711.85K	78.6M	-234.93K	-24.81%
Mar 31, 2025	AMERICANA PARTNERS, LLC	0.18%	373.85K	41.29M	132.45K	+54.87%
Mar 31, 2025	HSBC HOLDINGS PLC	0.24%	494.67K	54.64M	226.75K	+84.63%
Mar 31, 2025	CERITY PARTNERS LLC	0.26%	534.09K	59M	53.36K	+11.10%
Mar 31, 2025	OAKWORTH CAPITAL, INC.	0.4%	817.75K	90.33M	767.38K	+1,523.52%
Mar 31, 2025		0.42%	857.43K	94.71M	-333.36K	-27.99%
Mar 31, 2025	LPL FINANCIAL LLC	1.03%	2.13M	234.85M	218.18K	+11.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.26%	2.59M	286.46M	-62.42K	-2.35%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.86%	3.84M	424.02M	-12.2K	-0.32%
Mar 31, 2025	MORGAN STANLEY	2.53%	5.21M	575.28M	48.85K	+0.95%
Mar 31, 2025	BLACKROCK, INC.	7.53%	15.5M	1.71B	2.43M	+18.61%
Mar 31, 2025	ESTATE COUNSELORS, LLC	0.17%	348.12K	38.45M	337.7K	+3,242.12%
Mar 31, 2025	CLIENT FIRST CAPITAL LLC	0.17%	356.52K	39.38M	53.15K	+17.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	755.98K	83.51M	53.49K	+7.61%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.75%	1.53M	169.47M	798.17K	+108.45%
Mar 31, 2025	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.74%	1.52M	168.12M	242.46K	+19.01%
Mar 31, 2025	MARKS WEALTH, LLC	0.69%	1.41M	155.77M	1.41M	+100.00%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.23%	474.89K	52.46M	-16.39K	-3.34%
Mar 31, 2025	ACORNS ADVISERS, LLC	0.22%	446.76K	49.35M	25.58K	+6.07%
Mar 31, 2025	FMR LLC	0.72%	1.48M	163.62M	-3.74M	-71.61%
Mar 31, 2025	BETTERMENT LLC	0.54%	1.12M	123.58M	-184.43K	-14.15%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.2%	410.85K	45.38M	-4.76K	-1.15%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.2%	407.13K	44.97M	25.49K	+6.68%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.51%	1.04M	114.97M	202.7K	+24.19%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.49%	1.01M	112.11M	299.69K	+41.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	993.18K	109.71M	-88.65K	-8.19%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	565.09K	62.42M	169.59K	+42.88%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	394.18K	43.54M	23.1K	+6.23%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.46%	946.78K	104.58M	843.15K	+813.63%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	777.57K	85.93M	39.5K	+5.35%
Mar 31, 2025	TRUST CO	0.35%	711.17K	78.56M	343.12K	+93.23%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	674.45K	74.5M	-8.99K	-1.32%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.74%	1.52M	167.59M	305.75K	+25.24%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.69%	1.42M	156.42M	292.65K	+26.05%
Mar 31, 2025	UBS GROUP AG	0.62%	1.27M	139.87M	-36.54K	-2.80%
Mar 31, 2025	ROYAL BANK OF CANADA	0.49%	1.01M	111.11M	-11.74K	-1.15%
Mar 31, 2025	ASSETMARK, INC	0.3%	621.77K	68.68M	566.81K	+1,031.33%
Mar 31, 2025	GUIDANCE CAPITAL, INC	0.3%	610.37K	67.21M	299.69K	+96.46%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	600.58K	66.34M	30.21K	+5.30%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.28%	586.51K	64.79M	586.51K	+100.00%
Mar 31, 2025	TOWNSEND & ASSOCIATES, INC	0.28%	582.61K	64.29M	69.05K	+13.44%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	571.85K	63.17M	-913.66K	-61.50%
Mar 31, 2025	CYNOSURE GROUP, LLC	0.27%	559.84K	61.84M	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	410.94K	45.39M	-73.3K	-15.14%
Mar 31, 2025	BANK OF NOVA SCOTIA	0.19%	398.08K	43.96M	30.23K	+8.22%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.19%	397.47K	43.9M	170.25K	+74.93%
Mar 31, 2025	JPMORGAN CHASE & CO	0.89%	1.83M	202.36M	82.84K	+4.74%
Mar 31, 2025	TRUE LINK FINANCIAL ADVISORS, LLC	0.31%	632.15K	69.83M	80.85K	+14.67%
Mar 31, 2025	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.48%	978.2K	107.89M	321.39K	+48.93%
Mar 31, 2025	BULLTICK WEALTH MANAGEMENT, LLC	0.19%	389.85K	43.06M	-473.78K	-54.86%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	421.01K	46.51M	150.52K	+55.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.69%	1.14M	125.68M	-246.19K	-17.80%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.9%	1.48M	164.06M	-184.53K	-11.06%
Mar 31, 2024	BANK OF NOVA SCOTIA	0.95%	1.61M	177.5M	296.28K	+22.61%
Mar 31, 2024	JPMORGAN CHASE & CO	0.96%	1.58M	174.74M	-931.34K	-37.07%
Mar 31, 2024	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	1%	1.69M	186.61M	-199.27K	-10.53%
Mar 31, 2024	LPL FINANCIAL LLC	1.04%	1.7M	188.42M	207.65K	+13.87%
Mar 31, 2024	BETTERMENT LLC	1.04%	1.75M	193.81M	-530.09K	-23.21%
Mar 31, 2024	UBS GROUP AG	1.41%	2.32M	256.64M	86.21K	+3.86%
Mar 31, 2024	TFC FINANCIAL MANAGEMENT, INC.	0.14%	228.1K	25.21M	8.29K	+3.77%
Mar 31, 2024	FUND EVALUATION GROUP, LLC	0.32%	547.86K	57.12M	177.89K	+48.08%
Mar 31, 2024	CYNOSURE MANAGEMENT, LLC	0.33%	554.72K	61.32M	-37.68K	-6.36%
Mar 31, 2024	CARDINAL POINT CAPITAL MANAGEMENT, ULC	0.14%	233.95K	25.86M	89.12K	+61.53%
Mar 31, 2024	CLIENT FIRST CAPITAL LLC	0.15%	243.87K	26.96M	-71.65K	-22.71%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	253.73K	28.05M	-364.94K	-58.99%
Mar 31, 2024	AMERICANA PARTNERS, LLC	0.16%	263.33K	29.11M	-77.08K	-22.64%
Mar 31, 2024	OPPENHEIMER & CO INC	0.16%	267.37K	29.55M	55.15K	+25.99%
Mar 31, 2024	CREATIVE PLANNING	0.17%	275.52K	30.46M	-18.51K	-6.29%
Mar 31, 2024	MADER & SHANNON WEALTH MANAGEMENT, INC.	0.17%	277.42K	30.67M	-28.18K	-9.22%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.17%	288.04K	31.84M	-2.37K	-0.81%
Mar 31, 2024	NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC	0.18%	298.46K	32.99M	-2.89K	-0.96%
Mar 31, 2024	GATEWAY ADVISORY, LLC	0.33%	558.72K	61.76M	-52.99K	-8.66%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	318.43K	35.2M	-126.59K	-28.45%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.6%	992.06K	109.66M	50.7K	+5.39%
Mar 31, 2024	DIVERGENT WEALTH ADVISORS	0.61%	1.04M	114.48M	386.81K	+59.61%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.12%	3.48M	385.22M	-328.04K	-8.60%
Mar 31, 2024	BLACKROCK INC.	4.9%	8.06M	890.82M	1.39M	+20.77%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	334.46K	36.97M	27.41K	+8.93%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.2%	326.67K	36.11M	108.44K	+49.69%
Mar 31, 2024	BANCO SANTANDER, S.A.	0.2%	341.87K	37.79M	46.64K	+15.80%
Mar 31, 2024	ALLRED CAPITAL MANAGEMENT, LLC	0.21%	351.76K	38.88M	-1.86K	-0.52%
Mar 31, 2024	LASALLE ST. INVESTMENT ADVISORS, LLC	0.22%	366.95K	40.56M	-15.19K	-3.97%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.22%	378.42K	41.83M	53.79K	+16.57%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.23%	382.27K	42.26M	96.76K	+33.89%
Mar 31, 2024	ACORNS ADVISERS, LLC	0.23%	389.12K	43.01M	3.34K	+0.87%
Mar 31, 2024	FAMILY MANAGEMENT CORP	0.24%	410.11K	45.33M	-60.85K	-12.92%
Mar 31, 2024	CERITY PARTNERS LLC	0.25%	428.13K	47.31M	-113.25K	-20.92%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.26%	434.51K	48.03M	-71.99K	-14.21%
Mar 31, 2024	TOWNSEND & ASSOCIATES, INC	0.28%	467.09K	51.56M	11.26K	+2.47%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.28%	459.74K	50.82M	-74.01K	-13.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.28%	464.27K	51.32M	375.65K	+423.89%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.37%	620.45K	68.58M	-107.35K	-14.75%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.38%	647.69K	71.6M	647.69K	+100.00%
Mar 31, 2024	HANSEN & ASSOCIATES FINANCIAL GROUP, INC.	0.39%	657.49K	72.55M	158.3K	+31.71%
Mar 31, 2024	AUSDAL FINANCIAL PARTNERS, INC.	0.41%	697.8K	77.14M	13.43K	+1.96%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.43%	705K	77.93M	0	0
Mar 31, 2024		0.38%	647.69K	71.6M	647.69K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.21%	340.41K	37.63M	-687.22K	-66.87%
Mar 31, 2024	TRUST CO	0.22%	365.71K	40.42M	-2.41K	-0.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.52%	861.96K	95.29M	-41.71K	-4.62%
Mar 31, 2024	FMR LLC	0.2%	333.47K	36.86M	-387.21K	-53.73%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	952.66K	105.31M	198.13K	+26.26%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.59%	999.9K	110.53M	-512.43K	-33.88%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	376.9K	41.66M	-11.54K	-2.97%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.27%	449.64K	49.7M	-705.78K	-61.08%
Mar 31, 2024	TRUE LINK FINANCIAL ADVISORS, LLC	0.29%	493.29K	54.53M	49.43K	+11.14%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.3%	494.51K	54.66M	-27.54K	-5.27%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.31%	522.7K	57.78M	367.66K	+237.13%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.32%	536.56K	59.31M	-48.06K	-8.22%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.04%	3.35M	370.36M	-139.96K	-4.01%
Mar 31, 2024	MORGAN STANLEY	3.43%	5.65M	624.49M	-512.96K	-8.32%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.35%	569.66K	62.8M	-88.8K	-13.49%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.14%	227.52K	25.15M	27.59K	+13.80%
Dec 31, 2023	FMR LLC	0.44%	720.67K	79.37M	-719.35K	-49.95%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	754.53K	83.1M	145.9K	+23.97%
Dec 31, 2023	GM ADVISORY GROUP, INC.	0.45%	727.8K	80.15M	-80.2K	-9.93%
Dec 31, 2023	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	1.16%	1.89M	208.49M	-539.39K	-22.17%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.02%	1.67M	183.77M	9.25K	+0.56%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.71%	1.16M	127.25M	-357.51K	-23.63%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.93%	1.51M	166.55M	306.44K	+25.41%
Dec 31, 2023	LPL FINANCIAL LLC	0.92%	1.5M	164.86M	57.32K	+3.98%
Dec 31, 2023	ROYAL BANK OF CANADA	0.85%	1.38M	152.32M	15K	+1.10%
Dec 31, 2023	BANK OF NOVA SCOTIA	0.8%	1.31M	144.16M	298.51K	+29.50%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.63%	1.03M	113.17M	14.38K	+1.42%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.58%	941.36K	103.67M	-280.09K	-22.93%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.55%	903.67K	99.53M	-258.6K	-22.25%
Dec 31, 2023	SVB WEALTH LLC	0.47%	767.86K	84.56M	-915.33K	-54.38%
Dec 31, 2023	UBS GROUP AG	1.37%	2.24M	246.2M	129.25K	+6.14%
Dec 31, 2023	BETTERMENT LLC	1.4%	2.28M	251.47M	-243.56K	-9.64%
Dec 31, 2023	JPMORGAN CHASE & CO	1.54%	2.51M	276.66M	1.49M	+145.86%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.14%	3.49M	384.4M	-214.36K	-5.79%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.34%	3.81M	419.92M	404.97K	+11.88%
Dec 31, 2023	MORGAN STANLEY	3.78%	6.16M	678.66M	-1.38M	-18.32%
Dec 31, 2023	BLACKROCK INC.	4.09%	6.67M	734.88M	-1.47M	-18.10%
Dec 31, 2023	CLIENT FIRST CAPITAL LLC	0.19%	315.51K	34.75M	11.12K	+3.65%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.2%	324.63K	35.75M	31.25K	+10.65%
Dec 31, 2023	AMERICANA PARTNERS, LLC	0.21%	340.41K	35.7M	-14.23K	-4.01%
Dec 31, 2023	ALLRED CAPITAL MANAGEMENT, LLC	0.22%	353.62K	38.94M	10.18K	+2.96%
Dec 31, 2023	TRUST CO	0.23%	368.11K	40.54M	14.95K	+4.23%
Dec 31, 2023	FUND EVALUATION GROUP, LLC	0.23%	369.98K	40.76M	5.38K	+1.48%
Dec 31, 2023	LASALLE ST. INVESTMENT ADVISORS, LLC	0.23%	382.13K	420.84M	-341.61K	-47.20%
Dec 31, 2023	ACORNS ADVISERS, LLC	0.24%	385.78K	42.49M	4.18K	+1.10%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	388.43K	42.78M	28.74K	+7.99%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.24%	391.08K	43.07M	171.94K	+78.46%
Dec 31, 2023	CRANE ADVISORY, LLC	0.26%	422.2K	46.52M	-153.25K	-26.63%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.27%	434.07K	47.8M	60.83K	+16.30%
Dec 31, 2023	TRUE LINK FINANCIAL ADVISORS, LLC	0.27%	443.86K	48.88M	199.42K	+81.58%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.27%	445.02K	49.01M	114.27K	+34.55%
Dec 31, 2023	TOWNSEND & ASSOCIATES, INC	0.28%	455.83K	50.35M	202.13K	+79.67%
Dec 31, 2023	FAMILY MANAGEMENT CORP	0.29%	470.96K	51.87M	-75.53K	-13.82%
Dec 31, 2023		0.31%	499.19K	55M	499.19K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.31%	506.5K	55.78M	-42.98K	-7.82%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.32%	522.04K	57.49M	-10.02K	-1.88%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	533.75K	58.78M	-6.51K	-1.20%
Dec 31, 2023	CERITY PARTNERS LLC	0.33%	541.38K	59.62M	-426.09K	-44.04%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.36%	584.62K	64.41M	-115.48K	-16.49%
Dec 31, 2023	CYNOSURE MANAGEMENT, LLC	0.36%	592.4K	65.09M	508.92K	+609.69%
Dec 31, 2023	GATEWAY ADVISORY, LLC	0.38%	611.71K	67.37M	-1.04M	-63.02%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.38%	618.67K	68.13M	72.06K	+13.18%
Dec 31, 2023	DIVERGENT WEALTH ADVISORS	0.4%	648.87K	71.46M	4.97K	+0.77%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.4%	658.46K	72.31M	-201.31K	-23.41%
Dec 31, 2023	AUSDAL FINANCIAL PARTNERS, INC.	0.42%	684.38K	75.37M	654.61K	+2,199.11%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.43%	705K	77.64M	248.1K	+54.30%

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