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

Who are the major shareholders selling US Treasury 3 Month Bill ETF stock?

TOTAL INVESTMENT MANAGEMENT INC, in the last quarter, reduced its stake in TBIL by -1.26% restricting it's holding to 992.87 thousand shares of worth nearly $49.52M. JOURNEY STRATEGIC WEALTH LLC also lessened -2.83% of the TBIL shares from its portfolio, reducing its holding to 1.07 million shares of worth $53.19M. INTEGRATED WEALTH CONCEPTS LLC also shunned TBIL shares holding by -63.74% last quarter which brought its holding to 177.91 thousand shares worth $8.87M.

Investors who are buying TBIL stock?

As per its latest 13F filing, FLPUTNAM INVESTMENT MANAGEMENT CO increased its stake in TBIL by 19.67% in the last quarter. The institutional holder raised its holding to 145.63 thousand shares having worth more than $7.26M. BOYUM WEALTH ARCHITECTS LLC also added 34.5% more shares of TBIL to its portfolio, raising its holding to 147.12 thousand shares of worth $7.35M. RFG ADVISORY, LLC also increased its TBIL shares holding by 13.95% which brought its holding to 149.54 thousand shares worth $7.46M.

TBIL's major insiders: who are they?

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

Did an insider recently sell TBIL stock?

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

Which insider recently purchased TBIL stock?

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

How much of TBIL does insiders own?

Around 0 US Treasury 3 Month Bill ETF shares are held by insiders, which represents about N/A of TBIL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TBIL?

FLPUTNAM INVESTMENT MANAGEMENT CO is the largest institutional owner in TBIL which holds 145.63 thousand shares worth $7.26M or 0.12% of the total TBIL shares outstanding followed by BOYUM WEALTH ARCHITECTS LLC with ownership of 147.12 thousand shares representing 0.12% of the TBIL ownership. RFG ADVISORY, LLC is the third largest stakeholder with 149.54 thousand shares or 0.12% of the ownership worth more than $7.46M.

Is US Treasury 3 Month Bill 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 TBIL is concerned, it is a stock which is optionable.

Is there a short position on TBIL's shares?

Number of TBIL 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 TBIL shares are there?

As of today, null shares of TBIL are outstanding.

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

TBIL 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 TBIL is null.

US Treasury 3 Month Bill ETF (TBIL) 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. FLPUTNAM INVESTMENT MANAGEMENT CO is the top corporate investor, holding 145.63K shares valued at $7.26M. A 0.12% stake in US Treasury 3 Month Bill ETF is owned by the company. BOYUM WEALTH ARCHITECTS LLC owns 147.12K shares valued at $7.35M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.12%	145.63K	7.26M	23.93K	+19.67%
Dec 31, 2025	BOYUM WEALTH ARCHITECTS LLC	0.12%	147.12K	7.35M	37.73K	+34.50%
Dec 31, 2025	RFG ADVISORY, LLC	0.12%	149.54K	7.46M	18.31K	+13.95%
Dec 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	0.79%	992.87K	49.52M	-12.64K	-1.26%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.82%	1.04M	52M	86.84K	+9.09%
Dec 31, 2025	MARINER, LLC	0.84%	1.05M	52.47M	556.8K	+112.45%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.85%	1.07M	53.19M	-31.02K	-2.83%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1%	1.25M	62.54M	491.17K	+64.40%
Dec 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1.05%	1.33M	66.28M	186.78K	+16.35%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.47%	1.86M	92.6M	112.59K	+6.46%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.49%	1.87M	93.42M	433.03K	+30.07%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.64%	2.07M	103.23M	48.44K	+2.40%
Dec 31, 2025	LPL FINANCIAL LLC	7.79%	9.82M	489.8M	238.36K	+2.49%
Dec 31, 2025	MORGAN STANLEY	7.8%	9.81M	489.57M	1.04M	+11.80%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.11%	142.24K	7.1M	26.24K	+22.62%
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.11%	144.66K	7.22M	12.31K	+9.30%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.14%	177.91K	8.87M	-312.69K	-63.74%
Dec 31, 2025	COIGN CAPITAL ADVISORS LLC	0.15%	188.37K	9.4M	-29.95K	-13.72%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	190.01K	9.48M	190.01K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.17%	212.61K	10.6M	-52.51K	-19.81%
Dec 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.18%	221.66K	11.06M	-15.99K	-6.73%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.18%	222.96K	11.12M	49.49K	+28.53%
Dec 31, 2025	DIVERGENT PLANNING, LLC	0.18%	227.38K	11.35M	19.45K	+9.36%
Dec 31, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.18%	228.48K	11.4M	47.43K	+26.19%
Dec 31, 2025	WEALTHQUEST CORP	0.2%	250.2K	12.48M	24.63K	+10.92%
Dec 31, 2025	LIDO ADVISORS, LLC	0.2%	252.42K	12.62M	0	0
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.21%	261.39K	13.04M	109.42K	+72.00%
Dec 31, 2025	GENERATION CAPITAL MANAGEMENT LLC	0.21%	260.69K	13M	8.79K	+3.49%
Dec 31, 2025	FAMILY OFFICE RESEARCH LLC	0.21%	268.08K	13.41M	-76.75K	-22.26%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.21%	269.25K	13.43M	-8.47K	-3.05%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.33%	409.7K	20.44M	10.81K	+2.71%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.6%	754.77K	37.65M	700.92K	+1,301.49%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.9%	2.39M	119.37M	153.95K	+6.88%
Dec 31, 2025	IBEX WEALTH ADVISORS	0.26%	326.6K	16.29M	33.28K	+11.35%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	334.53K	16.69M	34.41K	+11.47%
Dec 31, 2025	SCOTIA CAPITAL INC.	0.31%	389.02K	19.4M	-131.79K	-25.30%
Dec 31, 2025	CENTRAL TRUST CO	0.34%	428.93K	21.39M	-45.03K	-9.50%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.38%	485.57K	24.22M	-25.17K	-4.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	506.13K	25.25M	2.48K	+0.49%
Dec 31, 2025	MBL WEALTH, LLC	0.12%	151.5K	7.56M	112.02K	+283.76%
Dec 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.13%	167.99K	8.38M	3.31K	+2.01%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.13%	170.52K	8.51M	-3.45K	-1.98%
Dec 31, 2025	B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT	0.14%	177.74K	8.87M	26.32K	+17.38%
Dec 31, 2025	IFG ADVISORY, LLC	0.15%	187.99K	9.38M	21.1K	+12.65%
Dec 31, 2025		0.16%	200.98K	10.03B	200.98K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	216.1K	10.78M	212	+0.10%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.24%	299.1K	14.92M	118.78K	+65.87%
Dec 31, 2025	UBS GROUP AG	0.54%	679.66K	33.9M	-52.14K	-7.12%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.56%	713K	35.56M	453K	+174.23%
Dec 31, 2025	F/M INVESTMENTS LLC	0.63%	802.43K	40.03M	24.86K	+3.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	856K	42.7M	39.9K	+4.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	217.11K	10.83M	-14.3K	-6.18%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	149.75K	7.47M	49.64K	+49.59%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	150.32K	7.5M	115.58K	+332.80%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	914.34K	45.61M	48.13K	+5.56%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.12%	150.87K	7.53M	23.99K	+18.91%
Dec 31, 2025	VANWEELDEN WEALTH MANAGEMENT, LLC	0.22%	283.62K	14.15M	3.24K	+1.16%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.64%	802.49K	40.03M	108.57K	+15.65%
Sep 30, 2025	B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT	0.13%	151.43K	7.57M	34.76K	+29.79%
Sep 30, 2025	GENERATION CAPITAL MANAGEMENT LLC	0.21%	251.9K	12.6M	-16.63K	-6.19%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.22%	260K	13M	165.7K	+175.72%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.12%	146.05K	7.3M	10.03K	+7.37%
Sep 30, 2025	FAMILY OFFICE RESEARCH LLC	0.29%	344.83K	17.24M	108.88K	+46.15%
Sep 30, 2025	STRONG TOWER ADVISORY SERVICES	0.29%	342.8K	17.14M	135.82K	+65.62%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	300.12K	15.01M	4.86K	+1.65%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.24%	293.32K	14.67M	33.31K	+12.81%
Sep 30, 2025	VANWEELDEN WEALTH MANAGEMENT, LLC	0.23%	280.38K	14.02M	280.38K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.23%	277.72K	13.89M	46.66K	+20.19%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.72%	866.22K	43.31M	-21.76K	-2.45%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.68%	816.1K	40.81M	-97.66K	-10.69%
Sep 30, 2025	F/M INVESTMENTS LLC	0.65%	777.57K	38.88M	-243.95K	-23.88%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	503.65K	25.18M	7.31K	+1.47%
Sep 30, 2025	MARINER, LLC	0.41%	495.17K	24.76M	137.02K	+38.26%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.41%	490.59K	24.53M	16.53K	+3.49%
Sep 30, 2025	CENTRAL TRUST CO	0.39%	473.96K	23.7M	-30.51K	-6.05%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	398.89K	19.94M	5.44K	+1.38%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.29%	345.3K	17.27M	-677.17K	-66.23%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.2%	237.65K	11.88M	5.25K	+2.26%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	231.41K	11.57M	-132.56K	-36.42%
Sep 30, 2025	WEALTHQUEST CORP	0.19%	225.58K	11.28M	-3.41K	-1.49%
Sep 30, 2025	COIGN CAPITAL ADVISORS LLC	0.18%	218.32K	10.92M	60.91K	+38.69%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.18%	217.13K	10.86M	217.13K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	215.89K	10.79M	-39.17K	-15.36%
Sep 30, 2025	DIVERGENT PLANNING, LLC	0.17%	207.93K	10.37M	70.08K	+50.84%
Sep 30, 2025	STERLING GROUP WEALTH MANAGEMENT, LLC	0.15%	181.06K	9.05M	157.52K	+669.37%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.15%	180.32K	9.02M	23.43K	+14.93%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.14%	173.98K	8.7M	2.17K	+1.26%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.14%	173.46K	8.67M	-16.27K	-8.57%
Sep 30, 2025	IFG ADVISORY, LLC	0.14%	166.89K	8.34M	82.59K	+97.98%
Sep 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.14%	164.68K	8.23M	8.62K	+5.52%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.13%	151.97K	7.6M	116.14K	+324.19%
Sep 30, 2025	GRIES FINANCIAL LLC	0.2%	242.15K	12.11M	-32.06K	-11.69%
Sep 30, 2025	WEALTHSTAR ADVISORS, LLC	0.11%	138.09K	6.9M	4.8K	+3.60%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.11%	137.14K	6.86M	-85.16K	-38.31%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	134.03K	6.7M	-127.65K	-48.78%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.11%	132.35K	6.62M	3.95K	+3.07%
Sep 30, 2025	RFG ADVISORY, LLC	0.11%	131.24K	6.56M	5.28K	+4.19%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.11%	128.12K	6.41M	47.32K	+58.57%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.11%	126.88K	6.34M	-5.42K	-4.10%
Sep 30, 2025	MANCHESTER FINANCIAL INC	0.11%	126.52K	6.33M	-1.91K	-1.48%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.1%	124.98K	6.25M	77.36K	+162.49%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.1%	121.7K	6.09M	-65.81K	-35.10%
Sep 30, 2025	COPIA WEALTH MANAGEMENT	0.1%	117.56K	5.88M	-6.62K	-5.33%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.63%	762.67K	38.13M	-241.28K	-24.03%
Sep 30, 2025	UBS GROUP AG	0.61%	731.8K	36.59M	27.94K	+3.97%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.58%	693.92K	34.7M	1.86K	+0.27%
Sep 30, 2025	SCOTIA CAPITAL INC.	0.43%	520.81K	26.04M	318.66K	+157.64%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.42%	510.74K	25.54M	24.25K	+4.99%
Sep 30, 2025	JPMORGAN CHASE & CO	0.22%	265.11K	13.26M	113.73K	+75.13%
Sep 30, 2025	LIDO ADVISORS, LLC	0.21%	252.42K	12.62M	-18.56K	-6.85%
Sep 30, 2025	LPL FINANCIAL LLC	7.97%	9.58M	479.06M	-412.77K	-4.13%
Sep 30, 2025	MORGAN STANLEY	7.3%	8.78M	438.96M	190.8K	+2.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.86%	2.24M	111.96M	226.75K	+11.27%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.68%	2.02M	101.06M	419.55K	+26.19%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.45%	1.74M	86.93M	320.29K	+22.52%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.2%	1.44M	71.99M	341.37K	+31.08%
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.95%	1.14M	57.1M	173.19K	+17.88%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.91%	1.1M	54.87M	1.1M	+100.00%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0.84%	1.01M	50.28M	-18.35K	-1.79%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.8%	955.75K	47.79M	157.89K	+19.79%
Jun 30, 2025	LPL FINANCIAL LLC	8.59%	9.99M	499.65M	70.79K	+0.71%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	496.34K	24.81M	-14.83K	-2.90%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	295.26K	14.76M	-87.98K	-22.96%
Jun 30, 2025	MORGAN STANLEY	7.38%	8.59M	429.38M	1.84M	+27.22%
Jun 30, 2025	OXBOW ADVISORS, LLC	1.77%	2.06M	103.01M	-517.71K	-20.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.73%	2.01M	100.61M	-24.13K	-1.18%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.22%	1.42M	70.91M	341.66K	+31.61%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.88%	1.02M	51.12M	42.12K	+4.30%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.42%	486.49K	24.32M	175	+0.04%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.41%	474.06K	23.7M	25.1K	+5.59%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	363.96K	18.2M	75.91K	+26.35%
Jun 30, 2025	MARINER, LLC	0.31%	358.15K	17.91M	49.86K	+16.17%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.28%	324.67K	16.23M	-64.69K	-16.61%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.15%	171.8K	8.59M	-46.39K	-21.26%
Jun 30, 2025	DENVER WEALTH MANAGEMENT, INC.	0.14%	162.14K	8.11M	5.18K	+3.30%
Jun 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0.88%	1.02M	51.19M	1.02M	+100.00%
Jun 30, 2025	F/M INVESTMENTS LLC	0.88%	1.02M	51.07M	240.65K	+30.82%
Jun 30, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.13%	156.07K	7.8M	6.56K	+4.39%
Jun 30, 2025	DIVERGENT PLANNING, LLC	0.12%	137.85K	6.87M	61.84K	+81.37%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.12%	136.39K	6.82M	81.87K	+150.16%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.12%	136.03K	6.8M	39.73K	+41.26%
Jun 30, 2025	WEALTHSTAR ADVISORS, LLC	0.11%	133.29K	6.66M	16.04K	+13.68%
Jun 30, 2025	MANCHESTER FINANCIAL INC	0.11%	128.42K	6.42M	-4.21K	-3.17%
Jun 30, 2025	RFG ADVISORY, LLC	0.11%	125.95K	6.3M	28.03K	+28.62%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.15%	174.78K	8.71M	32.93K	+23.21%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	160.67K	8.03M	160.67K	+100.00%
Jun 30, 2025		0.14%	157.41K	7.87M	-20.17K	-11.36%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.69%	797.86K	39.89M	99.1K	+14.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.76%	887.97K	44.39M	43.01K	+5.09%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	913.76K	45.68M	-41.88K	-4.38%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.38%	1.6M	80.08M	-163.64K	-9.27%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.34%	393.44K	19.67M	-4.56K	-1.15%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	268.75K	13.44M	200.04K	+291.13%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.22%	261.68K	13.08M	-193.46K	-42.51%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.22%	260.02K	13M	30.17K	+13.13%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.22%	255.06K	12.75M	49.43K	+24.04%
Jun 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.2%	232.4K	11.62M	-9.82K	-4.05%
Jun 30, 2025	GENERATION CAPITAL MANAGEMENT LLC	0.23%	268.53K	13.43M	20.13K	+8.10%
Jun 30, 2025	FAMILY OFFICE RESEARCH LLC	0.2%	235.95K	11.8M	-144.37K	-37.96%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	231.06K	11.55M	33.93K	+17.21%
Jun 30, 2025	WEALTHQUEST CORP	0.2%	228.99K	11.45M	-16.47K	-6.71%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.19%	222.3K	11.11M	-44.88K	-16.80%
Jun 30, 2025	RETIREMENT CAPITAL STRATEGIES	0.19%	217.07K	10.85M	197.02K	+982.74%
Jun 30, 2025	STRONG TOWER ADVISORY SERVICES	0.18%	206.98K	10.35M	175.84K	+564.70%
Jun 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.16%	189.73K	9.49M	124.06K	+188.93%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.16%	187.92K	9.4M	183.62K	+4,270.33%
Jun 30, 2025	RIA ADVISORY GROUP LLC	0.15%	175.04K	8.75M	12.42K	+7.64%
Jun 30, 2025	COIGN CAPITAL ADVISORS LLC	0.14%	157.41K	7.87M	-20.17K	-11.36%
Jun 30, 2025	LIDO ADVISORS, LLC	0.23%	270.98K	13.55M	-20.7K	-7.10%
Jun 30, 2025	GRIES FINANCIAL LLC	0.24%	274.21K	13.71M	-18.24K	-6.24%
Jun 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.83%	968.88K	48.44M	39.18K	+4.21%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.86%	1M	50.19M	153.59K	+18.06%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.94%	1.1M	54.92M	1.07M	+3,844.87%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.13%	156.89K	7.84M	7.71K	+5.16%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.16%	187.52K	9.37M	-23.68K	-11.21%
Jun 30, 2025	SCOTIA CAPITAL INC.	0.17%	202.15K	10.11M	202.15K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.6%	703.87K	35.19M	170.47K	+31.96%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.59%	692.06K	34.6M	47.03K	+7.29%
Jun 30, 2025	CENTRAL TRUST CO	0.43%	504.48K	25.22M	25.93K	+5.42%
Mar 31, 2025	PINNACLE WEALTH MANAGEMENT GROUP, INC.	0.13%	149.51K	7.48M	4.72K	+3.26%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	163.37K	8.17M	21.34K	+15.03%
Mar 31, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.21%	242.22K	12.11M	-96.64K	-28.52%
Mar 31, 2025	WEALTHQUEST CORP	0.22%	245.46K	12.28M	-62.81K	-20.37%
Mar 31, 2025	LIDO ADVISORS, LLC	0.26%	291.68K	14.59M	-331.84K	-53.22%
Mar 31, 2025	GRIES FINANCIAL LLC	0.26%	292.45K	14.63M	-28.43K	-8.86%
Mar 31, 2025	MARINER, LLC	0.27%	308.29K	15.42M	175.93K	+132.92%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.39%	448.96K	22.45M	42.62K	+10.49%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	455.13K	22.76M	300.75K	+194.81%
Mar 31, 2025	CENTRAL TRUST CO	0.42%	478.55K	23.93M	38.83K	+8.83%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.17%	197.14K	9.86M	197.14K	+100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.18%	205.63K	10.28M	-20.95K	-9.24%
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.19%	211.19K	10.56M	9.86K	+4.90%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.19%	217.34K	10.87M	217.34K	+100.00%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.19%	218.2K	10.91M	48.47K	+28.55%
Mar 31, 2025	IBEX WEALTH ADVISORS	0.2%	229.84K	11.49M	18.82K	+8.92%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.15%	171.37K	8.57M	58.37K	+51.65%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.34%	383.24K	19.17M	192.17K	+100.57%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.23%	267.18K	13.36M	-17.1K	-6.02%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	288.05K	14.41M	-62.45K	-17.82%
Mar 31, 2025	DENVER WEALTH MANAGEMENT, INC.	0.14%	156.95K	7.85M	4.82K	+3.17%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.34%	389.35K	19.47M	129.05K	+49.58%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	844.96K	42.26M	-103.01K	-10.87%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.75%	850.35K	42.53M	222.34K	+35.40%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.13%	149.19K	7.46M	68.76K	+85.50%
Mar 31, 2025	B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT	0.11%	130.14K	6.51M	-228.56K	-63.72%
Mar 31, 2025	MANCHESTER FINANCIAL INC	0.12%	132.63K	6.63M	-10.82K	-7.54%
Mar 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.43%	486.31K	24.32M	-15.82K	-3.15%
Mar 31, 2025	UBS GROUP AG	0.47%	533.39K	26.68M	72.32K	+15.68%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.86%	980.36K	49.03M	678.52K	+224.80%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.95%	1.08M	54.05M	52.95K	+5.15%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.55%	1.77M	88.28M	327.6K	+22.79%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.79%	2.04M	101.85M	448.65K	+28.25%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	2.01%	2.29M	114.71M	451.5K	+24.51%
Mar 31, 2025	OXBOW ADVISORS, LLC	2.26%	2.58M	128.93M	342.6K	+15.33%
Mar 31, 2025	MORGAN STANLEY	5.92%	6.75M	337.61M	1.85M	+37.67%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	398.01K	19.9M	-15.69K	-3.79%
Mar 31, 2025	LPL FINANCIAL LLC	8.7%	9.92M	496.26M	1.11M	+12.59%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.12%	141.85K	7.09M	141.85K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.57%	645.04K	32.26M	-13.97K	-2.12%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.61%	698.76K	34.95M	406.33K	+138.95%
Mar 31, 2025	F/M INVESTMENTS LLC	0.69%	780.87K	39.05M	-131.25K	-14.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	511.17K	25.56M	108.49K	+26.94%
Mar 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.82%	929.7K	46.49M	301.71K	+48.04%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	955.64K	47.79M	69.4K	+7.83%
Mar 31, 2025		0.16%	177.58K	8.88M	64.35K	+56.84%
Mar 31, 2025	RIA ADVISORY GROUP LLC	0.14%	162.62K	8.13M	162.62K	+100.00%

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