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

Who are the major shareholders selling iShares 1-3 Year Treasury Bond ETF stock?

US BANCORP \DE\, in the last quarter, reduced its stake in SHY by -1.86% restricting it's holding to 765.28 thousand shares of worth nearly $63.19M. TD PRIVATE CLIENT WEALTH LLC also lessened -8.51% of the SHY shares from its portfolio, reducing its holding to 831.19 thousand shares of worth $68.63M. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned SHY shares holding by -27.14% last quarter which brought its holding to 1.07 million shares worth $88.60M.

Investors who are buying SHY stock?

As per its latest 13F filing, GM ADVISORY GROUP, INC. increased its stake in SHY by 2.11% in the last quarter. The institutional holder raised its holding to 757.39 thousand shares having worth more than $62.54M. QUENT CAPITAL, LLC also added 19.71% more shares of SHY to its portfolio, raising its holding to 772.07 thousand shares of worth $63.75M. EVERGREEN CAPITAL MANAGEMENT LLC also increased its SHY shares holding by 11.81% which brought its holding to 823.33 thousand shares worth $67.98M.

SHY's major insiders: who are they?

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

Did an insider recently sell SHY stock?

Company executives, directors, and other insiders own N/A percent of iShares 1-3 Year Treasury Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which SHY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SHY stock?

There have been 0 transaction(s) during the past 6-months in which iShares 1-3 Year Treasury Bond ETF insiders have bought stock, totalling 0 shares

How much of SHY does insiders own?

Around 0 iShares 1-3 Year Treasury Bond ETF shares are held by insiders, which represents about N/A of SHY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SHY?

GM ADVISORY GROUP, INC. is the largest institutional owner in SHY which holds 757.39 thousand shares worth $62.54M or 0.25% of the total SHY shares outstanding followed by US BANCORP \DE\ with ownership of 765.28 thousand shares representing 0.25% of the SHY ownership. QUENT CAPITAL, LLC is the third largest stakeholder with 772.07 thousand shares or 0.25% of the ownership worth more than $63.75M.

Is iShares 1-3 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 SHY is concerned, it is a stock which is optionable.

Is there a short position on SHY's shares?

Number of SHY 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 SHY shares are there?

As of today, null shares of SHY are outstanding.

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

SHY 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 SHY is null.

iShares 1-3 Year Treasury Bond ETF (SHY) 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. GM ADVISORY GROUP, INC. is the top corporate investor, holding 757.39K shares valued at $62.54M. A 0.25% stake in iShares 1-3 Year Treasury Bond ETF is owned by the company. US BANCORP \DE\ owns 765.28K shares valued at $63.19M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	GM ADVISORY GROUP, INC.	0.25%	757.39K	62.54M	15.64K	+2.11%
Mar 31, 2026	US BANCORP \DE\	0.25%	765.28K	63.19M	-14.48K	-1.86%
Mar 31, 2026	QUENT CAPITAL, LLC	0.25%	772.07K	63.75M	127.13K	+19.71%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.27%	823.33K	67.98M	86.93K	+11.81%
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.27%	831.19K	68.63M	-77.28K	-8.51%
Mar 31, 2026	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.25%	782.14K	64.58M	37.33K	+5.01%
Mar 31, 2026		0.3%	924.85K	76.36M	435.02K	+88.81%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.32%	990.69K	81.8M	58.21K	+6.24%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	1.07M	88.6M	-399.7K	-27.14%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.4%	1.22M	100.93M	-7.7K	-0.63%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.48%	1.48M	122.33M	191.4K	+14.84%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.29%	882.25K	72.85M	-240.08K	-21.39%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.29%	883.4K	72.94M	-9.29K	-1.04%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.35%	1.09M	90.07M	-1.15M	-51.32%
Mar 31, 2026	ROYAL BANK OF CANADA	1.14%	3.52M	290.29M	-51.27K	-1.44%
Mar 31, 2026	BANK OF MONTREAL /CAN/	1.19%	3.67M	302.85M	319.71K	+9.55%
Mar 31, 2026	FMR LLC	1.32%	4.08M	336.79M	3.17M	+348.51%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.07%	15.65M	1.29B	3.45M	+28.30%
Mar 31, 2026	GENWEALTH GROUP, INC.	0.32%	996.29K	82.26M	996.29K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.49%	1.51M	124.34M	124.5K	+9.01%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.75%	2.3M	190.19M	4.77K	+0.21%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.79%	2.43M	200.54M	372.53K	+18.12%
Mar 31, 2026	CERITY PARTNERS LLC	0.81%	2.5M	206.73M	-153.72K	-5.78%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.07%	6.4M	528.87M	1.61M	+33.55%
Mar 31, 2026	ATWOOD & PALMER INC	0.23%	717.22K	59.22M	22.25K	+3.20%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	6.21%	19.19M	1.58B	1.23M	+6.83%
Mar 31, 2026	MORGAN STANLEY	7.3%	22.53M	1.86B	-4.12M	-15.45%
Mar 31, 2026	AMERICANA PARTNERS, LLC	0.31%	954.68K	78.83M	946.21K	+11,164.70%
Mar 31, 2026	AIA GROUP LTD	0.29%	890.07K	73.49M	138.99K	+18.51%
Mar 31, 2026	LIDO ADVISORS, LLC	0.3%	929.81K	76.77M	59.01K	+6.78%
Mar 31, 2026	TANGLEWOOD WEALTH MANAGEMENT, INC.	0.3%	932.32K	76.98M	924.95K	+12,543.38%
Mar 31, 2026	CITIGROUP INC	0.27%	834.63K	68.92M	-536.21K	-39.12%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	423.09K	34.93M	21.09K	+5.25%
Mar 31, 2026	M&T BANK CORP	0.14%	426.33K	35.2M	54.85K	+14.76%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	441.67K	31.91M	-125.86K	-22.18%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.15%	448.94K	37.07M	87.44K	+24.19%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.15%	469.79K	38.67M	35.82K	+8.25%
Mar 31, 2026	STEPHENS INC /AR/	0.16%	503.7K	41.59M	18.49K	+3.81%
Mar 31, 2026	AMERICA FIRST INVESTMENT ADVISORS, LLC	0.17%	537.04K	44.34M	31.67K	+6.27%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.19%	588.12K	48.56M	-169.24K	-22.35%
Mar 31, 2026	FISHER ASSET MANAGEMENT, LLC	0.2%	604.78K	49.94M	37.91K	+6.69%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.2%	613.46K	50.65M	35.84K	+6.20%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.21%	641.57K	52.98M	463.46K	+260.21%
Mar 31, 2026	FIFTH THIRD BANCORP	0.21%	645.22K	53.28M	353.72K	+121.34%
Mar 31, 2026	MIZUHO MARKETS CAYMAN LP	0.21%	650K	53.67M	-822.1K	-55.85%
Mar 31, 2026	ASSETMARK, INC	1.03%	3.18M	262.22M	1M	+46.13%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.16%	3.59M	296.43M	96.91K	+2.77%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.48%	4.58M	378.05M	322.54K	+7.58%
Mar 31, 2026	UBS GROUP AG	1.56%	4.82M	398.34M	-96.5K	-1.96%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.85%	5.71M	471.78M	165.47K	+2.98%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.85%	5.71M	471.88M	500.91K	+9.61%
Mar 31, 2026	LPL FINANCIAL LLC	1.9%	5.87M	484.95M	-424.41K	-6.74%
Mar 31, 2026	CWA ASSET MANAGEMENT GROUP, LLC	0.28%	877.64K	72.47M	19.16K	+2.23%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	977K	80.68M	150.99K	+18.28%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.33%	1.01M	83.79M	267.63K	+35.82%
Mar 31, 2026	SMITHFIELD TRUST CO	0.36%	1.12M	92.21M	4.88K	+0.44%
Mar 31, 2026	COLONY GROUP, LLC	0.4%	1.25M	103.19M	-69.76K	-5.29%
Mar 31, 2026	CRITERIA CAIXA, S.A.U.	0.65%	2M	11.85M	0	0
Mar 31, 2026	BLACKROCK, INC.	3.79%	11.69M	965.3M	-1.92M	-14.12%
Mar 31, 2026	JPMORGAN CHASE & CO	4.05%	12.51M	1.03B	1.9M	+17.89%
Mar 31, 2026	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	0.34%	1.07M	87.95M	1.07M	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.24%	749.14K	61.86M	-127.85K	-14.58%
Mar 31, 2026	BARCLAYS PLC	0.24%	749.92K	61.92M	-1.22M	-61.85%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.07%	12.2M	1.01B	457.47K	+3.90%
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.32%	932.48K	77.23M	34.8K	+3.88%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.39%	1.12M	92.95M	338.1K	+43.11%
Dec 31, 2025	SMITHFIELD TRUST CO	0.37%	1.11M	92.07M	4.64K	+0.42%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.41%	1.23M	101.87M	-34.92K	-2.76%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	1.29M	106.85M	203.84K	+18.77%
Dec 31, 2025	COLONY GROUP, LLC	0.44%	1.32M	109.28M	53.26K	+4.21%
Dec 31, 2025	CITIGROUP INC	0.46%	1.37M	113.53M	58.21K	+4.43%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.46%	1.38M	114.41M	132.12K	+10.58%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.49%	1.47M	121.97M	-302.46K	-17.04%
Dec 31, 2025	MIZUHO MARKETS CAYMAN LP	0.51%	1.47M	121.92M	1.47M	+100.00%
Dec 31, 2025	MIZUHO MARKETS AMERICAS LLC	0.57%	1.71M	141.54M	-3.29M	-65.82%
Dec 31, 2025	BARCLAYS PLC	0.66%	1.97M	162.82M	459.76K	+30.53%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.69%	2.06M	170.3M	640.95K	+45.29%
Dec 31, 2025	ASSETMARK, INC	0.75%	2.17M	179.99M	165.63K	+8.25%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.75%	2.24M	185.58M	1.89M	+534.24%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.79%	2.3M	190.37M	-349.17K	-13.19%
Dec 31, 2025	CERITY PARTNERS LLC	0.89%	2.66M	220.08M	40.21K	+1.54%
Dec 31, 2025		1.09%	3.27M	270.57M	3.27M	+100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	1.13%	3.35M	277.29M	-101.15K	-2.93%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	3.49M	289.3M	-465.3K	-11.75%
Dec 31, 2025	ROYAL BANK OF CANADA	1.19%	3.57M	295.41M	-182.09K	-4.86%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	4.26M	352.49M	-43.52K	-1.01%
Dec 31, 2025	UBS GROUP AG	1.64%	4.92M	407.54M	26.59K	+0.54%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.74%	5.21M	431.82M	45.27K	+0.88%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.31%	908.47K	75.24M	-21.64K	-2.33%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	5.99%	17.96M	1.49B	940.43K	+5.52%
Dec 31, 2025	FMR LLC	0.31%	909.42K	75.32M	-494.34K	-35.22%
Dec 31, 2025	CRITERIA CAIXA, S.A.U.	0.67%	2M	11.83M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	4.8M	397.21M	113.96K	+2.43%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.2%	601.84K	49.84M	-439.12K	-42.18%
Dec 31, 2025	JANE STREET GROUP, LLC	0.21%	635.78K	52.65B	635.78K	+100.00%
Dec 31, 2025	QUENT CAPITAL, LLC	0.22%	644.94K	53.41M	82.1K	+14.59%
Dec 31, 2025	QUENT LONG SHORT GLOBAL SMALL CAP FUND, LP	0.22%	644.94K	53.41B	644.94K	+100.00%
Dec 31, 2025	ATWOOD & PALMER INC	0.24%	694.97K	57.56M	29.74K	+4.47%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.25%	736.39K	60.99M	-5.67K	-0.76%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	757.35K	62.72M	-137.04K	-15.32%
Dec 31, 2025	STEPHENS INC /AR/	0.17%	485.2K	40.18M	-27.83K	-5.43%
Dec 31, 2025	AMERICA FIRST INVESTMENT ADVISORS, LLC	0.17%	505.36K	41.85M	35.51K	+7.56%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.87%	5.55M	459.51M	-1.16M	-17.24%
Dec 31, 2025	LPL FINANCIAL LLC	2.12%	6.3M	521.57M	-318.92K	-4.82%
Dec 31, 2025	JPMORGAN CHASE & CO	3.64%	10.61M	878.7M	467.63K	+4.61%
Dec 31, 2025	BLACKROCK, INC.	4.54%	13.61M	1.13B	-6.28M	-31.58%
Dec 31, 2025	GM ADVISORY GROUP, INC.	0.25%	741.75K	61.43M	-86.31K	-10.42%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	567.53K	47.05M	156.72K	+38.15%
Dec 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.19%	566.87K	46.95M	65.46K	+13.05%
Dec 31, 2025	SILICON VALLEY CAPITAL PARTNERS	0.18%	532.29K	44.08M	24.74K	+4.88%
Dec 31, 2025	MORGAN STANLEY	8.89%	26.65M	2.21B	-7.02M	-20.86%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	1.23M	33.3M	996.48K	+418.73%
Dec 31, 2025	AMUNDI	0.22%	670.2K	55.51M	0	0
Dec 31, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.29%	858.48K	71.1M	58.92K	+7.37%
Dec 31, 2025	AIA GROUP LTD	0.25%	751.08K	62.2M	-1.03M	-57.72%
Dec 31, 2025	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.26%	744.8K	61.68M	47.5K	+6.81%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.26%	747.15K	61.88M	-58.57K	-7.27%
Dec 31, 2025	US BANCORP \DE\	0.27%	779.76K	64.58M	-44.68K	-5.42%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	826.01K	68.43M	-118.25K	-12.52%
Dec 31, 2025	LIDO ADVISORS, LLC	0.29%	870.8K	72.24M	12.22K	+1.42%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.3%	892.69K	73.93M	155.81K	+21.14%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	876.99K	72.63M	-31K	-3.41%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.16%	457.04K	37.92M	-36.6K	-7.42%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.16%	461.2K	38.26M	-339	-0.07%
Sep 30, 2025	AMERICA FIRST INVESTMENT ADVISORS, LLC	0.16%	469.85K	38.98M	17.03K	+3.76%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.17%	501.42K	41.6M	131.07K	+35.39%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	3.96M	328.39M	-334.25K	-7.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	4.3M	356.69M	103.29K	+2.46%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	5.94%	17.02M	1.41B	6.28M	+58.47%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.63%	4.68M	388.32M	257.93K	+5.83%
Sep 30, 2025	CERITY PARTNERS LLC	0.91%	2.62M	217.12M	106.08K	+4.22%
Sep 30, 2025	CRITERIA CAIXA, S.A.U.	0.7%	2M	11.68M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.09%	11.74M	973.96M	133.18K	+1.15%
Sep 30, 2025	BARCLAYS PLC	0.53%	1.51M	124.95M	762.77K	+102.61%
Sep 30, 2025	FMR LLC	0.49%	1.4M	116.46M	1.45K	+0.10%
Sep 30, 2025	MORGAN STANLEY	11.74%	33.67M	2.79B	2.91M	+9.47%
Sep 30, 2025	QUENT CAPITAL, LLC	0.2%	562.85K	46.69M	62.88K	+12.58%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	562.45K	46.66M	560.04K	+23,228.33%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	944.26K	78.36M	-166.75K	-15.01%
Sep 30, 2025	PINEBRIDGE INVESTMENTS, L.P.	1.24%	3.56M	295.09M	190K	+5.64%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.32%	930.11K	77.16M	32.88K	+3.66%
Sep 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.28%	799.56K	66.33M	405.48K	+102.89%
Sep 30, 2025	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.24%	697.3K	57.85M	11.77K	+1.72%
Sep 30, 2025	AIA GROUP LTD	0.62%	1.78M	147.37M	364.65K	+25.83%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.62%	1.78M	147.27M	1.63M	+1,113.50%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.31%	894.4K	74.2M	-85.51K	-8.73%
Sep 30, 2025	LIDO ADVISORS, LLC	0.3%	858.58K	71.23M	-235.03K	-21.49%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.26%	736.88K	61.13M	-14.51K	-1.93%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.27%	784.23K	65.06M	-573.17K	-42.23%
Sep 30, 2025	US BANCORP \DE\	0.29%	824.44K	68.4M	-8.17K	-0.98%
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.31%	897.68K	74.47M	15.07K	+1.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	907.99K	75.33M	-161.37K	-15.09%
Sep 30, 2025	BANK OF MONTREAL /CAN/	1.2%	3.45M	286.15M	-99.44K	-2.80%
Sep 30, 2025	UBS GROUP AG	1.71%	4.89M	406.02M	-364.38K	-6.93%
Sep 30, 2025	MIZUHO MARKETS AMERICAS LLC	1.74%	5M	414.82M	2.41M	+93.35%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.8%	5.17M	428.79M	143.45K	+2.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	2.34%	6.7M	556.13M	272.76K	+4.24%
Sep 30, 2025	JPMORGAN CHASE & CO	3.54%	10.14M	841.39M	-778.72K	-7.13%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.29%	828.06K	68.7M	-4.49K	-0.54%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.28%	805.72K	66.84M	-72.93K	-8.30%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.26%	742.07K	61.56M	391.72K	+111.81%
Sep 30, 2025	M&T BANK CORP	0.25%	706.2K	58.59M	-1.47K	-0.21%
Sep 30, 2025	AMUNDI	0.23%	670.2K	55.47M	0	0
Sep 30, 2025	ATWOOD & PALMER INC	0.23%	665.24K	55.19M	4.96K	+0.75%
Sep 30, 2025	STEPHENS INC /AR/	0.18%	513.04K	42.56M	-28.26K	-5.22%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.18%	517.73K	42.95M	0	0
Sep 30, 2025	LAKE HILLS WEALTH MANAGEMENT, LLC	0.18%	517.74K	42.95M	360.94K	+230.18%
Sep 30, 2025	CLARITY FINANCIAL LLC	0.19%	530.93K	44.05M	-106.11K	-16.66%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.22%	618.44K	51.31M	58.46K	+10.44%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.92%	2.65M	219.66M	-15.8K	-0.59%
Sep 30, 2025	SCOPUS ASSET MANAGEMENT, L.P.	0.21%	605.73K	50.25M	0	0
Sep 30, 2025	BLACKROCK, INC.	6.94%	19.9M	1.65B	3.35M	+20.24%
Sep 30, 2025	LPL FINANCIAL LLC	2.31%	6.62M	548.91M	-201.74K	-2.96%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.2%	582.99K	48.36M	551.86K	+1,773.11%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.36%	1.04M	86.36M	958.62K	+1,164.20%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.38%	1.09M	90.12M	-94.07K	-7.97%
Sep 30, 2025	SMITHFIELD TRUST CO	0.39%	1.11M	91.84M	7.53K	+0.68%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.44%	1.25M	103.64M	-42.25K	-3.27%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.44%	1.26M	104.93M	-36K	-2.77%
Sep 30, 2025	COLONY GROUP, LLC	0.44%	1.27M	105.05M	-23.34K	-1.81%
Sep 30, 2025	CITIGROUP INC	0.46%	1.31M	108.9M	73.97K	+5.97%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.49%	1.42M	117.41M	47.98K	+3.51%
Sep 30, 2025	ROYAL BANK OF CANADA	1.31%	3.75M	311.02M	-57.67K	-1.51%
Sep 30, 2025	EDGE WEALTH MANAGEMENT LLC	0.13%	360.2K	29.88M	-661	-0.18%
Sep 30, 2025	ASSETMARK, INC	0.7%	2.01M	166.55M	-5.09M	-71.72%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	362.39K	30.06M	52.86K	+17.08%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.13%	371.24K	30.8M	25.5K	+7.37%
Sep 30, 2025	CX INSTITUTIONAL	0.14%	399.45K	33.14M	46.97K	+13.32%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.14%	406.98K	33.76M	-7.52K	-1.81%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	410.81K	34.02M	-14.93K	-3.51%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.15%	417.58K	34.64M	-46.77K	-10.07%
Sep 30, 2025	SOUTHSTATE CORP	0.15%	422.03K	35.01M	26.67K	+6.75%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	1.18M	97.8M	60.66K	+5.42%
Jun 30, 2025		15.98%	45.62M	3.73M	45.61M	+593,415.60%
Jun 30, 2025	CRITERIA CAIXA, S.A.U.	0.7%	2M	11.55M	2M	+100.00%
Jun 30, 2025	AIA GROUP LTD	0.49%	1.41M	116.98M	736.61K	+109.11%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.31%	897.23K	74.34M	-21.47K	-2.34%
Jun 30, 2025	M&T BANK CORP	0.25%	707.67K	58.64M	43.21K	+6.50%
Jun 30, 2025	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.24%	685.53K	56.8M	29.59K	+4.51%
Jun 30, 2025	AMUNDI	0.23%	670.2K	55.29M	0	0
Jun 30, 2025	SCOPUS ASSET MANAGEMENT, L.P.	0.21%	605.73K	50.19M	-13.27K	-2.14%
Jun 30, 2025	STEPHENS INC /AR/	0.19%	541.3K	44.85M	-84.5K	-13.50%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	425.73K	35.08M	-4.11K	-0.96%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.15%	414.5K	34.35M	90.13K	+27.78%
Jun 30, 2025	SOUTHSTATE CORP	0.14%	395.36K	32.76M	22.53K	+6.04%
Jun 30, 2025	CWA ASSET MANAGEMENT GROUP, LLC	0.14%	394.08K	32.65M	106.41K	+36.99%
Jun 30, 2025	FIDUCIARY GROUP LLC	0.13%	362.38K	30.03M	-14.41K	-3.82%
Jun 30, 2025	EDGE WEALTH MANAGEMENT LLC	0.13%	360.86K	29.9M	9.75K	+2.78%
Jun 30, 2025	CX INSTITUTIONAL	0.12%	352.49K	29.21M	91.63K	+35.13%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.12%	350.35K	29.03M	-8.73K	-2.43%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.12%	345.75K	28.65M	6.38K	+1.88%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.12%	331.79K	27.49M	128.02K	+62.83%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.88%	2.52M	30.41M	2.49M	+8,100.41%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.48%	1.37M	113.29M	36.79K	+2.77%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.46%	1.3M	107.8M	-1.46M	-52.93%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.45%	1.29M	107.02M	112.71K	+9.56%
Jun 30, 2025	CITIGROUP INC	0.43%	1.24M	102.64M	-66.74K	-5.11%
Jun 30, 2025	MORGAN STANLEY	10.77%	30.76M	2.55B	-2.86M	-8.51%
Jun 30, 2025	ROYAL BANK OF CANADA	1.33%	3.81M	315.42M	643.58K	+20.35%
Jun 30, 2025	FMR LLC	0.49%	1.4M	116.2M	1.39M	+17,655.23%
Jun 30, 2025	ATWOOD & PALMER INC	0.23%	660.28K	54.71M	99.35K	+17.71%
Jun 30, 2025	CLARITY FINANCIAL LLC	0.22%	637.04K	52.79M	-22.33K	-3.39%
Jun 30, 2025	QUENT CAPITAL, LLC	0.18%	499.97K	41.43M	-30.73K	-5.79%
Jun 30, 2025	ELEMENT POINTE ADVISORS, LLC	0.17%	495.77K	41.08M	-36.64K	-6.88%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.13%	366.23K	30.35M	3.05K	+0.84%
Jun 30, 2025	BLACKROCK, INC.	5.8%	16.55M	1.37B	260.46K	+1.60%
Jun 30, 2025	ASSETMARK, INC	2.49%	7.1M	588.14M	3.92M	+123.16%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.12%	331.12K	27.44M	158.31K	+91.60%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.12%	328.27K	27.2M	194.04K	+144.56%
Jun 30, 2025	ALLIANZ SE	0.11%	319.13K	26.44M	12.71K	+4.15%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.11%	318.22K	26.37M	-49.24K	-13.40%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	309.53K	25.65M	27.85K	+9.89%
Jun 30, 2025	KAYDAN WEALTH MANAGEMENT, INC.	0.11%	306.67K	25.41M	306.67K	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.1%	297.03K	24.61M	-9.66K	-3.15%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	285.61K	23.67M	12.84K	+4.71%
Jun 30, 2025	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.09%	269.36K	22.32M	269.36K	+100.00%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.09%	265.77K	22.02M	-14.17K	-5.06%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.09%	263.05K	21.8M	-244.28K	-48.15%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.09%	262.9K	21.78M	-77.01K	-22.66%
Jun 30, 2025	SIGMA PLANNING CORP	0.09%	260.98K	21.62M	10.72K	+4.28%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.09%	252.04K	20.88M	-29.29K	-10.41%
Jun 30, 2025	NIXON PEABODY TRUST CO	0.09%	249.58K	20.68M	18.92K	+8.20%
Jun 30, 2025	SMITHFIELD TRUST CO	0.39%	1.1M	91.11M	205	+0.02%
Jun 30, 2025	LIDO ADVISORS, LLC	0.38%	1.09M	90.62M	446.27K	+68.94%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	664.21K	55.04M	-17.39K	-2.55%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.17%	493.64K	40.9M	1.13K	+0.23%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	464.35K	38.48M	72.13K	+18.39%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.16%	461.54K	38.24M	178.85K	+63.27%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.16%	456.1K	37.79M	51.85K	+12.83%
Jun 30, 2025	AMERICA FIRST INVESTMENT ADVISORS, LLC	0.16%	452.82K	37.52M	1.21K	+0.27%
Jun 30, 2025	MADER & SHANNON WEALTH MANAGEMENT, INC.	0.16%	443.6K	36.76M	443.6K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	385.19K	31.92B	-315.39K	-45.02%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.13%	380.52K	31.53M	-765.84K	-66.81%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.13%	370.35K	30.69M	-10.31K	-2.71%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	3.76%	10.74M	890.15M	502.12K	+4.90%
Jun 30, 2025	PINEBRIDGE INVESTMENTS, L.P.	1.18%	3.37M	278.99M	-231.6K	-6.44%
Jun 30, 2025	MIZUHO MARKETS AMERICAS LLC	0.91%	2.59M	214.28M	2.24M	+654.74%
Jun 30, 2025	CERITY PARTNERS LLC	0.88%	2.51M	208.07M	39.74K	+1.61%
Jun 30, 2025	COLONY GROUP, LLC	0.45%	1.29M	106.86M	2.02K	+0.16%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	1.07M	88.61M	191.72K	+21.84%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.34%	979.91K	81.2M	105.84K	+12.11%
Jun 30, 2025	US BANCORP \DE\	0.29%	832.61K	68.99M	23.7K	+2.93%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0.29%	832.54K	68.98M	21.29K	+2.62%
Jun 30, 2025	STRATEGIC INVESTMENT ADVISORS / MI	0.27%	766.8K	63.47M	455.93K	+146.67%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.48%	1.36M	112.47M	494.01K	+57.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.07%	11.61M	961.76M	-337.78K	-2.83%
Jun 30, 2025	JPMORGAN CHASE & CO	3.83%	10.92M	904.9M	-499.31K	-4.37%
Jun 30, 2025	LPL FINANCIAL LLC	2.39%	6.82M	564.97M	-37.15K	-0.54%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	2.25%	6.43M	532.86M	2.73M	+73.99%
Jun 30, 2025	UBS GROUP AG	1.84%	5.26M	435.73M	143.65K	+2.81%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.76%	5.03M	416.39M	-49.62K	-0.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.55%	4.42M	373.08M	380.98K	+9.42%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.5%	4.29M	355.62M	31.22K	+0.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	4.2M	347.7M	-872.31K	-17.21%
Jun 30, 2025	BANK OF MONTREAL /CAN/	1.24%	3.55M	294.04M	-107.64K	-2.94%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.93%	2.66M	220.7M	-368.46K	-12.15%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	1.11M	92.04M	369.04K	+49.74%
Jun 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.31%	882.61K	73.13M	1.87K	+0.21%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.31%	878.64K	72.8M	-241.42K	-21.55%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.26%	751.39K	62.26M	210.46K	+38.91%
Jun 30, 2025	BARCLAYS PLC	0.26%	743.37K	61.6M	525.77K	+241.63%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	15.98%	45.62M	3.73M	45.61M	+593,415.60%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	736.57K	61.03M	-489.63K	-39.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	721.29K	59.77M	119.98K	+19.95%
Mar 31, 2025	COLONY GROUP, LLC	0.44%	1.29M	106.52M	7.83K	+0.61%
Mar 31, 2025	MORGAN STANLEY	11.6%	33.62M	2.78B	-885.65K	-2.57%
Mar 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.3%	880.74K	72.86M	19.37K	+2.25%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.32%	918.7K	76M	-47.04K	-4.87%
Mar 31, 2025	CITIGROUP INC	0.45%	1.31M	108M	-175.33K	-11.84%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.46%	1.33M	110.07M	201.81K	+17.88%
Mar 31, 2025	CERITY PARTNERS LLC	0.85%	2.47M	204.45M	73.8K	+3.08%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.95%	2.76M	228.64M	-98.28K	-3.43%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.05%	3.03M	250.84M	288.51K	+10.52%
Mar 31, 2025	ROYAL BANK OF CANADA	1.09%	3.16M	261.68M	-19.12K	-0.60%
Mar 31, 2025	ASSETMARK, INC	1.1%	3.18M	263.14M	-895.27K	-21.96%
Mar 31, 2025	PINEBRIDGE INVESTMENTS, L.P.	1.24%	3.6M	297.71M	-224.4K	-5.87%
Mar 31, 2025	BANK OF MONTREAL /CAN/	1.26%	3.66M	302.49M	-1.53M	-29.45%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.28%	811.26K	67.12M	95.89K	+13.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.47%	4.26M	352.55M	-419.21K	-8.96%
Mar 31, 2025	M&T BANK CORP	0.23%	664.46K	54.97M	19.97K	+3.10%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.3%	863.4K	71.43M	-98	-0.01%
Mar 31, 2025	ATWOOD & PALMER INC	0.19%	560.93K	46.41M	19.3K	+3.56%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.28%	3.7M	305.79M	-589.43K	-13.75%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.21%	601.31K	49.75M	-361.39K	-37.54%
Mar 31, 2025	SCOPUS ASSET MANAGEMENT, L.P.	0.21%	619K	51.21M	0	0
Mar 31, 2025	STEPHENS INC /AR/	0.22%	625.8K	51.77M	-172.54K	-21.61%
Mar 31, 2025	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.23%	655.94K	54.27M	4.18K	+0.64%
Mar 31, 2025	AIA GROUP LTD	0.23%	675.14K	55.85M	320.74K	+90.50%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.75%	5.07M	419.84M	-408.49K	-7.45%
Mar 31, 2025	UBS GROUP AG	1.76%	5.11M	423.16M	-263.66K	-4.90%
Mar 31, 2025	AMUNDI	0.23%	670.2K	55.45M	50K	+8.06%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	681.6K	56.39M	93.07K	+15.81%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.24%	700.58K	57.96M	329.86K	+88.98%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	741.97K	61.4M	-300.02K	-28.79%
Mar 31, 2025	US BANCORP \DE\	0.28%	808.91K	66.92M	8.65K	+1.08%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.3%	873.71K	72.28M	843K	+2,745.40%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	874.07K	72.31M	84.88K	+10.76%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	877.65K	72.61M	787	+0.09%
Mar 31, 2025	SMITHFIELD TRUST CO	0.38%	1.1M	90.95M	52.99K	+5.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.39%	4.04M	334.52M	490.47K	+13.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.12%	11.94M	988.19M	-3.34M	-21.84%
Mar 31, 2025	LIDO ADVISORS, LLC	0.22%	647.34K	53.55M	346.73K	+115.34%
Mar 31, 2025	CLARITY FINANCIAL LLC	0.23%	659.37K	54.55M	-24.07K	-3.52%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.75%	5.07M	419.33M	323.19K	+6.81%
Mar 31, 2025	BLACKROCK, INC.	5.62%	16.29M	1.35B	-519.65K	-3.09%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	1.12M	92.63M	159.07K	+16.56%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.39%	1.12M	92.66M	-118K	-9.53%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.41%	1.18M	97.53M	-20.76K	-1.73%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.42%	1.23M	101.44M	173.6K	+16.49%
Mar 31, 2025	ADVISORS PREFERRED, LLC	0.43%	1.24M	102.32M	1.02M	+460.67%
Mar 31, 2025	LPL FINANCIAL LLC	2.36%	6.86M	567.15M	417.92K	+6.49%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	3.53%	10.24M	847.21M	1.01M	+10.92%
Mar 31, 2025	JPMORGAN CHASE & CO	3.94%	11.42M	944.79M	-124.52K	-1.08%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.4%	1.15M	94.84M	538.95K	+88.73%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.47%	3.08M	251.62M	-190.52K	-5.83%
Mar 31, 2024	ROYAL BANK OF CANADA	1.47%	3.08M	252.03M	-72.97K	-2.31%
Mar 31, 2024	TRUIST FINANCIAL CORP	2.19%	4.59M	375.4M	-44.68K	-0.96%
Mar 31, 2024	LPL FINANCIAL LLC	2.41%	5.04M	412.37M	-441.58K	-8.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.45%	5.13M	419.63M	289.63K	+5.98%
Mar 31, 2024	BANK OF MONTREAL /CAN/	2.46%	5.15M	421.52M	-181.36K	-3.40%
Mar 31, 2024	UBS GROUP AG	2.56%	5.36M	437.94M	-847.24K	-13.66%
Mar 31, 2024	BALENTINE LLC	2.59%	5.41M	442.65M	-2.71M	-33.33%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.77%	5.8M	474.3M	221.37K	+3.97%
Mar 31, 2024	ASSETMARK, INC	3.5%	7.32M	598.83M	4.28M	+140.81%
Mar 31, 2024	JPMORGAN CHASE & CO	4.24%	8.87M	725.48M	-12.34M	-58.17%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.04%	12.65M	1.03B	1.04M	+9.01%
Mar 31, 2024	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	0.53%	1.11M	91.17M	-655.33K	-37.02%
Mar 31, 2024	SMITHFIELD TRUST CO	0.4%	833.53K	68.15M	18.09K	+2.22%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.55%	1.14M	93.6M	-751.23K	-39.62%
Mar 31, 2024	PINEBRIDGE INVESTMENTS, L.P.	2.05%	4.28M	350.26M	190K	+4.64%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	2.17%	4.55M	371.78M	-485.3K	-9.65%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	2.26%	4.73M	386.97M	379.72K	+8.72%
Mar 31, 2024	ATWOOD & PALMER INC	0.23%	482.17K	39.43M	50.4K	+11.67%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.23%	483K	39.5M	483K	+100.00%
Mar 31, 2024	STRATEGIC INVESTMENT ADVISORS / MI	0.24%	500.79K	40.95M	298.94K	+148.10%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.25%	517.73K	42.34M	0	0
Mar 31, 2024	FIDUCIARY GROUP LLC	0.26%	534K	43.67M	12.16K	+2.33%
Mar 31, 2024	ELEMENT POINTE ADVISORS, LLC	0.26%	536.52K	43.88M	-65.49K	-10.88%
Mar 31, 2024	CLARITY FINANCIAL LLC	0.26%	545.18K	44.58M	-375.36K	-40.78%
Mar 31, 2024	FLPUTNAM INVESTMENT MANAGEMENT CO	0.26%	553.63K	45.28M	90.39K	+19.51%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	575.03K	47.03M	-193.4K	-25.17%
Mar 31, 2024	GM ADVISORY GROUP, INC.	0.28%	594.05K	48.58M	-38.01K	-6.01%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.32%	667.54K	54.59M	287.98K	+75.87%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.32%	668.43K	54.66M	659.45K	+7,345.98%
Mar 31, 2024	CITIGROUP INC	0.59%	1.23M	100.25M	-297.61K	-19.54%
Mar 31, 2024	BLACKROCK INC.	11.66%	24.41M	2B	5.84M	+31.47%
Mar 31, 2024	MORGAN STANLEY	14.67%	30.7M	2.51B	299.98K	+0.99%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.75%	1.57M	128.75M	-59.94K	-3.67%
Mar 31, 2024	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.33%	689.69K	56.4M	17.26K	+2.57%
Mar 31, 2024	1832 ASSET MANAGEMENT L.P.	0.33%	692.36K	56.62M	323.61K	+87.76%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.33%	695.2K	56.85M	-26.64K	-3.69%
Mar 31, 2024	SYON CAPITAL LLC	0.34%	711.01K	58.15M	-17.69K	-2.43%
Mar 31, 2024	SIMPLICITY WEALTH,LLC	0.34%	712.6K	58.28M	712.6K	+100.00%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	0.34%	712.63K	58.28M	-1.38K	-0.19%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0.35%	725.18K	59.31M	725.18K	+100.00%
Mar 31, 2024	HSBC HOLDINGS PLC	0.35%	726.28K	59.4M	360.51K	+98.56%
Mar 31, 2024	COLONY GROUP, LLC	0.38%	797.67K	65.23M	757.31K	+1,876.58%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	866.86K	70.89M	866.86K	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.42%	881.22K	72.07M	158.25K	+21.89%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.43%	891.83K	72.91M	-215.18K	-19.44%
Mar 31, 2024	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.43%	909.81K	74.25M	-4.05K	-0.44%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.45%	942.84K	77.11M	-319.34K	-25.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.46%	964.3K	78.86M	-108.97K	-10.15%
Mar 31, 2024	US BANCORP \DE\	0.51%	1.06M	86.96M	-121.26K	-10.24%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.59%	1.23M	100.63M	-172.5K	-12.30%
Mar 31, 2024	STEPHENS INC /AR/	0.63%	1.32M	108.18M	2.37K	+0.18%
Mar 31, 2024	MATSON MONEY. INC.	0.65%	1.37M	111.87M	12.34K	+0.91%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.69%	1.44M	118.09M	147.45K	+11.37%
Mar 31, 2024	MEMBERS TRUST CO	0.71%	1.49M	122.12M	732.32K	+96.23%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.79%	1.65M	134.55M	-66.35K	-3.88%
Mar 31, 2024	BARCLAYS PLC	0.95%	1.98M	161.99M	256.66K	+14.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.97%	2.04M	166.48M	977.54K	+92.38%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.06%	2.22M	185.31M	-871.8K	-28.20%
Mar 31, 2024	CERITY PARTNERS LLC	1.13%	2.37M	194.02M	-76.3K	-3.11%
Mar 31, 2024	FMR LLC	1.18%	2.47M	201.65M	-426.35K	-14.74%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.32%	2.77M	226.61M	-22.02K	-0.79%
Dec 31, 2023	BALENTINE LLC	3.88%	8.12M	666.02M	-1.12M	-12.16%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5.54%	11.6M	951.92M	-5.13M	-30.64%
Dec 31, 2023	BLACKROCK INC.	8.87%	18.57M	1.52B	4.07M	+28.04%
Dec 31, 2023	JPMORGAN CHASE & CO	10.13%	21.21M	1.74B	-3.59M	-14.48%
Dec 31, 2023	MORGAN STANLEY	14.53%	30.4M	2.49B	6.11M	+25.15%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.67%	5.58M	457.65M	4.27K	+0.08%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	0.34%	713.98K	58.57M	-9.64K	-1.33%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	0.34%	714.01K	58.58M	-9.61K	-1.33%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.35%	722.96K	59.31M	-394.82K	-35.32%
Dec 31, 2023		0.34%	721.85K	59.22M	721.85K	+100.00%
Dec 31, 2023	MEMBERS TRUST CO	0.36%	760.98K	62.4M	-17.88K	-2.30%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	768.43K	63.04M	-583.49K	-43.16%
Dec 31, 2023	WADE G W & INC	0.38%	789.21K	64.75M	-154.03K	-16.33%
Dec 31, 2023	SMITHFIELD TRUST CO	0.39%	815.44K	66.9M	-2.04K	-0.25%
Dec 31, 2023	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	0.44%	913.86K	75.05M	-6.56M	-87.77%
Dec 31, 2023	CLARITY FINANCIAL LLC	0.44%	920.54K	75.52M	9.18K	+1.01%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.51%	1.06M	86.81M	-161.31K	-13.23%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.51%	1.07M	88.05M	4.48K	+0.42%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.53%	1.11M	90.78M	-236.82K	-17.62%
Dec 31, 2023	US BANCORP \DE\	0.57%	1.18M	97.19M	-433.97K	-26.81%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.6%	1.26M	103.55M	207.5K	+19.67%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.62%	1.3M	106.36M	869.17K	+203.40%
Dec 31, 2023	STEPHENS INC /AR/	0.63%	1.32M	108.33M	11.88K	+0.91%
Dec 31, 2023	MATSON MONEY. INC.	0.65%	1.36M	111.22M	-24.92K	-1.81%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.67%	1.4M	115.1M	-160.26K	-10.25%
Dec 31, 2023	CITIGROUP INC	0.73%	1.52M	124.98M	744.9K	+95.68%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.78%	1.63M	134.07M	-704.42K	-30.12%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	1.71M	140.42M	-1.23M	-41.79%
Dec 31, 2023	BARCLAYS PLC	0.46%	955.1K	78.36M	955.1K	+100.00%
Dec 31, 2023	PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP	0.85%	1.77M	145.22M	-20.75K	-1.16%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.91%	1.9M	155.56M	1.85M	+3,931.45%
Dec 31, 2023	CERITY PARTNERS LLC	1.17%	2.45M	201.01M	744.07K	+43.61%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.33%	2.79M	229.13M	67.09K	+2.46%
Dec 31, 2023	FMR LLC	1.38%	2.89M	237.27M	241.81K	+9.12%
Dec 31, 2023	ASSETMARK, INC	1.45%	3.04M	249.46M	-4.83M	-61.38%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.48%	3.09M	259.16M	-188.38K	-5.74%
Dec 31, 2023	ROYAL BANK OF CANADA	1.51%	3.15M	258.82M	-676.85K	-17.66%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.56%	3.27M	268.05M	-2.26M	-40.93%
Dec 31, 2023	PINEBRIDGE INVESTMENTS, L.P.	1.96%	4.09M	335.79M	280K	+7.34%
Dec 31, 2023	UBS GROUP AG	2.96%	6.2M	508.84M	177.58K	+2.95%
Dec 31, 2023	CORNELL UNIVERSITY	2.05%	4.29M	4.29B	4.29M	+100.00%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	2.08%	4.35M	357.05M	890.54K	+25.73%
Dec 31, 2023	TRUIST FINANCIAL CORP	2.21%	4.64M	380.26M	-305.91K	-6.19%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.31%	4.84M	397.2M	-656.38K	-11.94%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	2.4%	5.03M	412.78M	-83.28K	-1.63%
Dec 31, 2023	BANK OF MONTREAL /CAN/	2.55%	5.33M	437.54M	-837.43K	-13.57%
Dec 31, 2023	LPL FINANCIAL LLC	2.62%	5.48M	449.91M	112.67K	+2.10%

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