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About N/A of shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 14.53K shares valued at $3.61M. A 0.19% stake in FlexShares Morningstar US Market Factors Tilt Index Fund is owned by the company. EFFICIENT ADVISORS, LLC owns 16.66K shares valued at $4.14M, which translates its holding of 0.23% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | UBS GROUP AG | 0.19% | 14.53K | 3.61M | -1 | -0.01% |
| Dec 31, 2025 | EFFICIENT ADVISORS, LLC | 0.23% | 16.66K | 4.14M | -871 | -4.97% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.02% | 1.4K | 348.16K | 0 | 0 |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.02% | 1.68K | 420K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.25% | 18.99K | 4.72M | 107 | +0.57% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.29% | 21.07K | 5.24M | -44 | -0.21% |
| Dec 31, 2025 | TRACE WEALTH ADVISORS, LLC | 0.33% | 24.51K | 6.09M | 0 | 0 |
| Dec 31, 2025 | VALEO FINANCIAL ADVISORS, LLC | 0.01% | 1.05K | 261.38K | 1.05K | +100.00% |
| Dec 31, 2025 | L & S ADVISORS INC | 0.01% | 1.06K | 263.36K | 0 | 0 |
| Dec 31, 2025 | M&T BANK CORP | 0.01% | 1.08K | 268.08K | -120 | -10.02% |
| Dec 31, 2025 | GREENSPRING ADVISORS, LLC | 0.34% | 24.81K | 6.17M | 24.81K | +100.00% |
| Dec 31, 2025 | SENTINEL TRUST CO LBA | 0.36% | 26.04K | 6.48M | -793 | -2.96% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.42% | 30.78K | 7.65M | -1.21K | -3.78% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.55% | 40.37K | 10.04M | 2.81K | +7.49% |
| Dec 31, 2025 | RVW WEALTH, LLC | 0.96% | 70.08K | 17.43M | -2.24K | -3.10% |
| Dec 31, 2025 | SAGEWORTH TRUST CO | 0.97% | 70.54K | 17.54M | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.48% | 110.02K | 27.36M | -10.67K | -8.84% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.76% | 131.09K | 32.6M | 1.66K | +1.28% |
| Dec 31, 2025 | MORGAN STANLEY | 2.43% | 181.21K | 45.07M | 46 | +0.03% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.02% | 1.78K | 442.66K | 12 | +0.68% |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 1.8K | 447.63K | 0 | 0 |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.03% | 1.95K | 485.43K | 0 | 0 |
| Dec 31, 2025 | PORTLAND GLOBAL ADVISORS LLC | 0.03% | 2.02K | 502.59K | 2.02K | +100.00% |
| Dec 31, 2025 | ESSEX SAVINGS BANK | 0.03% | 2.05K | 508.55K | 0 | 0 |
| Dec 31, 2025 | F/M INVESTMENTS LLC | 0.03% | 2.52K | 626.51K | -550 | -17.93% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.04% | 2.6K | 645.75K | 0 | 0 |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.04% | 2.6K | 645.59K | 0 | 0 |
| Dec 31, 2025 | PARK NATIONAL CORP /OH/ | 0.04% | 2.67K | 663.49K | -276 | -9.38% |
| Dec 31, 2025 | 0.04% | 2.75K | 682.64K | 2.75K | +100.00% | |
| Dec 31, 2025 | VISE TECHNOLOGIES, INC. | 0.04% | 2.75K | 683.89K | 2.75K | +100.00% |
| Dec 31, 2025 | BOKF, NA | 0.04% | 2.8K | 696.82K | 0 | 0 |
| Dec 31, 2025 | COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 0.04% | 2.86K | 710.49K | 0 | 0 |
| Dec 31, 2025 | VICTORY FINANCIAL GROUP, LLC | 0.04% | 3.13K | 777.39K | 471 | +17.74% |
| Dec 31, 2025 | KEYBANK NATIONAL ASSOCIATION/OH | 0.05% | 3.29K | 817.68K | 0 | 0 |
| Dec 31, 2025 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 0.05% | 3.54K | 879.85K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 3.7K | 918.79K | -303 | -7.58% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 3.72K | 924.95K | 110 | +3.05% |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 0.06% | 4.05K | 980.06K | 0 | 0 |
| Dec 31, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.06% | 4.24K | 1.06M | 0 | 0 |
| Dec 31, 2025 | GREENFIELD SAVINGS BANK | 0.08% | 5.5K | 1.37M | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.08% | 6.09K | 1.52M | -11 | -0.18% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.09% | 6.7K | 1.67M | -24 | -0.36% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.16% | 12.25K | 3.05M | -1.08K | -8.13% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.38% | 28.4K | 7.06M | 303 | +1.08% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.46% | 34.15K | 8.49M | 21.1K | +161.62% |
| Dec 31, 2025 | GOLDSTEIN ADVISORS, LLC | 0.19% | 13.98K | 3.48M | -7 | -0.05% |
| Dec 31, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 0.89% | 65.44K | 16.27M | -779 | -1.18% |
| Dec 31, 2025 | CAPSTONE FINANCIAL ADVISORS, INC. | 2.26% | 168.56K | 41.92M | -15.64K | -8.49% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 75.09% | 5.53M | 1.38B | -95.95K | -1.71% |
| Dec 31, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.04% | 2.9K | 721.19K | 0 | 0 |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% | 5.93K | 1.5M | 0 | 0 |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.08% | 6.09K | 1.51M | 12 | +0.20% |
| Dec 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.09% | 6.59K | 1.64M | 0 | 0 |
| Dec 31, 2025 | BESSEMER GROUP INC | 0.09% | 6.86K | 1.71M | 6.86K | +100.00% |
| Dec 31, 2025 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.13% | 9.78K | 2.43M | -462 | -4.51% |
| Dec 31, 2025 | BRIDGES INVESTMENT MANAGEMENT INC | 0.14% | 10.12K | 2.52M | 0 | 0 |
| Dec 31, 2025 | AMG NATIONAL TRUST BANK | 0.15% | 10.7K | 2.66M | 0 | 0 |
| Dec 31, 2025 | BALLENTINE CAPITAL ADVISORS, INC | 0.17% | 12.27K | 3.05M | -313 | -2.49% |
| Dec 31, 2025 | HANLON INVESTMENT MANAGEMENT, INC. | 0.03% | 2.34K | 582.92K | -649 | -21.68% |
| Dec 31, 2025 | UMB BANK, N.A. | 0.04% | 2.94K | 730.14K | 2.94K | +100.00% |
| Dec 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 6.89K | 1.71M | 166 | +2.47% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.24% | 17.41K | 4.33M | 9.41K | +117.59% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.02% | 1.19K | 296.93K | 1.19K | +100.00% |
| Dec 31, 2025 | ORCA INVESTMENT MANAGEMENT, LLC | 0.02% | 1.34K | 333.62K | -21 | -1.54% |
| Dec 31, 2025 | COMERICA BANK | 0.1% | 7.08K | 1.76M | 0 | 0 |
| Sep 30, 2025 | BOKF, NA | 0.04% | 2.8K | 678.9K | -11 | -0.39% |
| Sep 30, 2025 | WEALTHSTREAM ADVISORS, INC. | 0.31% | 23.45K | 5.68M | 3.02K | +14.80% |
| Sep 30, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.04% | 2.9K | 702.64K | -4 | -0.14% |
| Sep 30, 2025 | COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 0.04% | 2.86K | 692.22K | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.37% | 28.09K | 6.81M | 851 | +3.12% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% | 5.93K | 1.44M | 0 | 0 |
| Sep 30, 2025 | TRACE WEALTH ADVISORS, LLC | 0.33% | 24.51K | 5.94M | 0 | 0 |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 21.12K | 5.12M | 1.39K | +7.02% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.25% | 18.89K | 4.58M | 5.99K | +46.40% |
| Sep 30, 2025 | GOLDSTEIN ADVISORS, LLC | 0.19% | 13.99K | 3.39M | -33 | -0.24% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.18% | 13.33K | 3.23M | -68 | -0.51% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 13.06K | 3.16M | -11.47K | -46.76% |
| Sep 30, 2025 | BALLENTINE CAPITAL ADVISORS, INC | 0.17% | 12.58K | 3.05M | -456 | -3.50% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.08% | 6.1K | 1.48M | -22 | -0.36% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.08% | 6.07K | 1.47M | 21 | +0.35% |
| Sep 30, 2025 | GREENFIELD SAVINGS BANK | 0.07% | 5.5K | 1.33M | 0 | 0 |
| Sep 30, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.06% | 4.24K | 1.03M | 0 | 0 |
| Sep 30, 2025 | LIDO ADVISORS, LLC | 0.05% | 4.05K | 980.06K | 0 | 0 |
| Sep 30, 2025 | KEYBANK NATIONAL ASSOCIATION/OH | 0.04% | 3.29K | 796.65K | 0 | 0 |
| Sep 30, 2025 | HANLON INVESTMENT MANAGEMENT, INC. | 0.04% | 2.99K | 725.17K | -80 | -2.60% |
| Sep 30, 2025 | PARK NATIONAL CORP /OH/ | 0.04% | 2.94K | 713.3K | 0 | 0 |
| Sep 30, 2025 | FLOW TRADERS U.S. LLC | 0.03% | 2.49K | 603K | 259 | +11.62% |
| Sep 30, 2025 | ESSEX SAVINGS BANK | 0.03% | 2.05K | 495.48K | 0 | 0 |
| Sep 30, 2025 | AMG NATIONAL TRUST BANK | 0.14% | 10.7K | 2.59M | 0 | 0 |
| Sep 30, 2025 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.14% | 10.24K | 2.48M | 2.17K | +26.84% |
| Sep 30, 2025 | BRIDGES INVESTMENT MANAGEMENT INC | 0.13% | 10.12K | 2.45M | -182 | -1.77% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.11% | 8K | 1.94M | -10.82K | -57.48% |
| Sep 30, 2025 | COMERICA BANK | 0.09% | 7.08K | 1.72M | 0 | 0 |
| Sep 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 6.73K | 1.63M | 226 | +3.48% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.09% | 6.72K | 1.63M | -2.61K | -27.98% |
| Sep 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.09% | 6.59K | 1.6M | 0 | 0 |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.05% | 4K | 968.56K | -1.82K | -31.31% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 3.61K | 857.47K | -63 | -1.72% |
| Sep 30, 2025 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 0.05% | 3.54K | 857.22K | 0 | 0 |
| Sep 30, 2025 | EFFICIENT ADVISORS, LLC | 0.23% | 17.53K | 4.25M | -4.74K | -21.27% |
| Sep 30, 2025 | UBS GROUP AG | 0.19% | 14.53K | 3.52M | -222 | -1.51% |
| Sep 30, 2025 | F/M INVESTMENTS LLC | 0.04% | 3.07K | 743.1K | -880 | -22.30% |
| Sep 30, 2025 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 0.04% | 2.7K | 654.43K | -2.18K | -44.71% |
| Sep 30, 2025 | VICTORY FINANCIAL GROUP, LLC | 0.04% | 2.66K | 643.28K | 2.66K | +100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.03% | 1.95K | 472.95K | 0 | 0 |
| Sep 30, 2025 | AWM CAPITAL, LLC | 0.03% | 1.95K | 472.92K | 5 | +0.26% |
| Sep 30, 2025 | 0.02% | 1.8K | 436.12K | 1.8K | +100.00% | |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.02% | 1.68K | 406K | 1.68K | +100.00% |
| Sep 30, 2025 | WEALTH ARCHITECTS, LLC | 0.02% | 1.64K | 396.63K | -49 | -2.91% |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.02% | 1.48K | 358.59K | 0 | 0 |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.02% | 1.4K | 339.21K | 0 | 0 |
| Sep 30, 2025 | ORCA INVESTMENT MANAGEMENT, LLC | 0.02% | 1.36K | 330.13K | -198 | -12.68% |
| Sep 30, 2025 | U.S. CAPITAL WEALTH ADVISORS, LLC | 0.02% | 1.35K | 327.33K | -16 | -1.17% |
| Sep 30, 2025 | CHOATE INVESTMENT ADVISORS | 0.02% | 1.14K | 276.21K | 0 | 0 |
| Sep 30, 2025 | L & S ADVISORS INC | 0.01% | 1.06K | 256.59K | 0 | 0 |
| Sep 30, 2025 | BLAIR WILLIAM & CO/IL | 0.01% | 949 | 229.93K | 0 | 0 |
| Sep 30, 2025 | FMR LLC | 0.01% | 851 | 206.07K | -9 | -1.05% |
| Sep 30, 2025 | MKT ADVISORS LLC | 0.01% | 839 | 204.02K | 839 | +100.00% |
| Sep 30, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.01% | 826 | 200.81K | 826 | +100.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 732 | 177.36K | 0 | 0 |
| Sep 30, 2025 | TRIFECTA CAPITAL ADVISORS, LLC | 0.01% | 713 | 172.75K | 0 | 0 |
| Sep 30, 2025 | CORECAP ADVISORS, LLC | 0.01% | 689 | 166.94K | 83 | +13.70% |
| Sep 30, 2025 | CNB BANK | 0.01% | 644 | 156.04K | 0 | 0 |
| Sep 30, 2025 | SENTINEL TRUST CO LBA | 0.36% | 26.83K | 6.5M | -703 | -2.55% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.04% | 3.34K | 809.25K | -1.28K | -27.64% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.03% | 2.6K | 629.21K | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 74.74% | 5.63M | 1.36B | -2.88K | -0.05% |
| Sep 30, 2025 | CAPSTONE FINANCIAL ADVISORS, INC. | 2.45% | 184.2K | 44.63M | -5.11K | -2.70% |
| Sep 30, 2025 | MORGAN STANLEY | 2.41% | 181.17K | 43.9M | -37 | -0.02% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.72% | 129.43K | 31.36M | 8.43K | +6.96% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.6% | 120.69K | 29.24M | -483 | -0.40% |
| Sep 30, 2025 | RVW WEALTH, LLC | 0.96% | 72.32K | 17.52M | -141 | -0.19% |
| Sep 30, 2025 | SAGEWORTH TRUST CO | 0.94% | 70.54K | 17.09M | 0 | 0 |
| Sep 30, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 0.88% | 66.22K | 16.04M | -126 | -0.19% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 0.5% | 37.56K | 9.1M | 4.54K | +13.73% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.43% | 31.99K | 7.75M | -650 | -1.99% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.26% | 18.82K | 4.21M | 0 | 0 |
| Jun 30, 2025 | GOLDSTEIN ADVISORS, LLC | 0.19% | 14.02K | 3.14M | -52 | -0.37% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.18% | 13.4K | 3M | 1.44K | +12.06% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.18% | 12.9K | 2.89M | 338 | +2.69% |
| Jun 30, 2025 | AMG NATIONAL TRUST BANK | 0.15% | 10.7K | 2.4M | 0 | 0 |
| Jun 30, 2025 | BRIDGES INVESTMENT MANAGEMENT INC | 0.14% | 10.3K | 2.31M | -216 | -2.05% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 9.34K | 2.09M | -2.4K | -20.44% |
| Jun 30, 2025 | COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 0.04% | 2.86K | 639.99K | 0 | 0 |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.08% | 6.05K | 1.36M | -820 | -11.93% |
| Jun 30, 2025 | GREENFIELD SAVINGS BANK | 0.07% | 5.5K | 1.23M | 0 | 0 |
| Jun 30, 2025 | KINGS PATH PARTNERS LLC | 0.03% | 2.43K | 544.36K | -112 | -4.41% |
| Jun 30, 2025 | FLOW TRADERS U.S. LLC | 0.03% | 2.23K | 499K | -886 | -28.44% |
| Jun 30, 2025 | ESSEX SAVINGS BANK | 0.03% | 2.05K | 458.08K | 0 | 0 |
| Jun 30, 2025 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 0.02% | 1.21K | 271.05K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 2.46% | 181.21K | 40.59B | 12.34K | +7.30% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.65% | 121.18K | 27.15M | -677 | -0.56% |
| Jun 30, 2025 | RVW WEALTH, LLC | 0.99% | 72.46K | 16.23M | -381 | -0.52% |
| Jun 30, 2025 | AWM CAPITAL, LLC | 0.03% | 1.95K | 435.92K | 0 | 0 |
| Jun 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.02% | 1.8K | 403.22K | 0 | 0 |
| Jun 30, 2025 | WEALTH ARCHITECTS, LLC | 0.02% | 1.69K | 377.68K | 0 | 0 |
| Jun 30, 2025 | ORCA INVESTMENT MANAGEMENT, LLC | 0.02% | 1.56K | 349.57K | -174 | -10.03% |
| Jun 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.02% | 1.48K | 331.53K | 0 | 0 |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.02% | 1.4K | 313.61K | 0 | 0 |
| Jun 30, 2025 | U.S. CAPITAL WEALTH ADVISORS, LLC | 0.02% | 1.37K | 306.22K | 0 | 0 |
| Jun 30, 2025 | M&T BANK CORP | 0.02% | 1.2K | 268.36K | -93 | -7.20% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.04% | 2.6K | 581.73K | 0 | 0 |
| Jun 30, 2025 | SAGEWORTH TRUST CO | 0.96% | 70.54K | 15.8M | 68.03K | +2,708.20% |
| Jun 30, 2025 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.11% | 8.07K | 1.81M | 6.3K | +356.50% |
| Jun 30, 2025 | COMERICA BANK | 0.1% | 7.08K | 1.59M | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.08% | 6.13K | 1.37M | -101 | -1.62% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% | 5.93K | 1.35M | -350 | -5.57% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.08% | 5.82K | 1.3M | -582 | -9.09% |
| Jun 30, 2025 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 0.07% | 4.89K | 1.09M | -230 | -4.50% |
| Jun 30, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.06% | 4.24K | 950.47K | 0 | 0 |
| Jun 30, 2025 | EQIS CAPITAL MANAGEMENT, INC. | 0.04% | 3.16K | 708.32K | 152 | +5.05% |
| Jun 30, 2025 | ZACKS INVESTMENT MANAGEMENT | 0.04% | 2.9K | 650.45K | 0 | 0 |
| Jun 30, 2025 | 0.04% | 2.86K | 639.99K | 0 | 0 | |
| Jun 30, 2025 | BALLENTINE CAPITAL ADVISORS, INC | 0.18% | 13.04K | 2.92M | -509 | -3.76% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 76.51% | 5.63M | 1.26B | -429.15K | -7.09% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.4% | 29.61K | 6.63B | 29.61K | +100.00% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.06% | 4.62K | 1.03B | 0 | 0 |
| Jun 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 6.5K | 1.46M | 159 | +2.51% |
| Jun 30, 2025 | CAPSTONE FINANCIAL ADVISORS, INC. | 2.57% | 189.3K | 42.4M | 37.86K | +25.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.65% | 121K | 27.11M | -5.53K | -4.37% |
| Jun 30, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 0.9% | 66.35K | 15.34M | -15.22K | -18.66% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0.45% | 33.02K | 7.4M | -152 | -0.46% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.44% | 32.64K | 7.31M | -1.2K | -3.56% |
| Jun 30, 2025 | SENTINEL TRUST CO LBA | 0.37% | 27.54K | 6.17M | -13 | -0.05% |
| Jun 30, 2025 | CHOATE INVESTMENT ADVISORS | 0.02% | 1.14K | 255.37K | 0 | 0 |
| Jun 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.09% | 6.59K | 1.48M | 0 | 0 |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.09% | 6.63K | 1.48M | 2.45K | +58.47% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.37% | 27.24K | 6.1M | 19.3K | +242.94% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.33% | 24.52K | 5.49M | 10.85K | +79.29% |
| Jun 30, 2025 | TRACE WEALTH ADVISORS, LLC | 0.33% | 24.51K | 5.49M | 0 | 0 |
| Jun 30, 2025 | EFFICIENT ADVISORS, LLC | 0.3% | 22.27K | 4.99M | -10.18K | -31.37% |
| Jun 30, 2025 | WEALTHSTREAM ADVISORS, INC. | 0.28% | 20.42K | 4.57M | 936 | +4.80% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.27% | 19.73K | 4.42M | -10 | -0.05% |
| Jun 30, 2025 | UBS GROUP AG | 0.2% | 14.75K | 3.3M | -886 | -5.67% |
| Jun 30, 2025 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 0.05% | 3.54K | 792.54K | 0 | 0 |
| Jun 30, 2025 | F/M INVESTMENTS LLC | 0.05% | 3.95K | 884.16K | -1.61K | -29.01% |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.03% | 2.49K | 556.89K | -975 | -28.17% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.04% | 2.6K | 581.53K | -458 | -15.00% |
| Jun 30, 2025 | BOKF, NA | 0.04% | 2.81K | 630.14K | 439 | +18.49% |
| Jun 30, 2025 | PARK NATIONAL CORP /OH/ | 0.04% | 2.94K | 659.48K | -327 | -10.00% |
| Jun 30, 2025 | HANLON INVESTMENT MANAGEMENT, INC. | 0.04% | 3.07K | 688.38K | -594 | -16.20% |
| Jun 30, 2025 | KEYBANK NATIONAL ASSOCIATION/OH | 0.04% | 3.29K | 736.54K | 0 | 0 |
| Jun 30, 2025 | LIDO ADVISORS, LLC | 0.06% | 4.05K | 906.12K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 3.67K | 822.57K | -346 | -8.61% |
| Mar 31, 2025 | SENTINEL TRUST CO LBA | 0.38% | 27.55K | 5.67M | -654 | -2.32% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.46% | 33.84K | 6.96M | 3.55K | +11.72% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.17% | 12.56K | 2.58M | -276 | -2.15% |
| Mar 31, 2025 | EQIS CAPITAL MANAGEMENT, INC. | 0.04% | 3.01K | 619.27K | 232 | +8.35% |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0.04% | 3.05K | 610.89K | 0 | 0 |
| Mar 31, 2025 | MARINER, LLC | 0.05% | 3.6K | 741.27K | 3.6K | +100.00% |
| Mar 31, 2025 | BRIDGES INVESTMENT MANAGEMENT INC | 0.14% | 10.52K | 2.16M | 0 | 0 |
| Mar 31, 2025 | AMG NATIONAL TRUST BANK | 0.15% | 10.7K | 2.2M | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.16% | 11.95K | 2.46M | 5.01K | +72.10% |
| Mar 31, 2025 | BALLENTINE CAPITAL ADVISORS, INC | 0.19% | 13.55K | 2.79M | -79 | -0.58% |
| Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 0.26% | 18.82K | 3.87M | 0 | 0 |
| Mar 31, 2025 | RVW WEALTH, LLC | 1% | 72.84K | 14.99M | -3.13K | -4.12% |
| Mar 31, 2025 | CAPSTONE FINANCIAL ADVISORS, INC. | 2.07% | 151.44K | 31.16M | -1.62K | -1.06% |
| Mar 31, 2025 | WEALTHSTREAM ADVISORS, INC. | 0.27% | 19.49K | 4.01M | 437 | +2.29% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.73% | 126.53K | 26.03M | 9.08K | +7.73% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.27% | 19.74K | 4.06M | 10 | +0.05% |
| Mar 31, 2025 | STRATEGIC BLUEPRINT, LLC | 0.28% | 20.32K | 4.18M | -198 | -0.97% |
| Mar 31, 2025 | F/M INVESTMENTS LLC | 0.08% | 5.56K | 1.14M | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.09% | 6.23K | 1.28M | -703 | -10.14% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.09% | 6.28K | 1.29M | 505 | +8.75% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.19% | 13.68K | 2.81M | -6.13K | -30.93% |
| Mar 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.09% | 6.59K | 1.36M | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.11% | 7.94K | 1.63M | 1.18K | +17.50% |
| Mar 31, 2025 | KEYBANK NATIONAL ASSOCIATION/OH | 0.04% | 3.29K | 676.46K | 0 | 0 |
| Mar 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.09% | 6.34K | 1.3M | 20 | +0.32% |
| Mar 31, 2025 | COMERICA BANK | 0.1% | 7.08K | 1.46M | -1 | -0.01% |
| Mar 31, 2025 | EFFICIENT ADVISORS, LLC | 0.44% | 32.45K | 6.68M | -8.52K | -20.79% |
| Mar 31, 2025 | LIDO ADVISORS, LLC | 0.06% | 4.05K | 832.2K | 0 | 0 |
| Mar 31, 2025 | TIAA TRUST, NATIONAL ASSOCIATION | 0.06% | 4.24K | 872.94K | 0 | 0 |
| Mar 31, 2025 | FLOW TRADERS U.S. LLC | 0.04% | 3.12K | 641K | 3.12K | +100.00% |
| Mar 31, 2025 | PARK NATIONAL CORP /OH/ | 0.04% | 3.27K | 672.96K | -298 | -8.35% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.06% | 4.62K | 949.68K | -389 | -7.77% |
| Mar 31, 2025 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 0.07% | 5.12K | 1.05M | 0 | 0 |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.09% | 6.87K | 1.41M | 89 | +1.31% |
| Mar 31, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 1.11% | 81.56K | 16.78M | -60.16K | -42.45% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.67% | 121.85K | 25.07M | -1.23K | -1.00% |
| Mar 31, 2025 | MORGAN STANLEY | 2.31% | 168.87K | 34.74M | 2.13K | +1.28% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 82.77% | 6.06M | 1.25B | 8.58K | +0.14% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.16% | 11.73K | 2.41M | -1.03K | -8.10% |
| Mar 31, 2025 | UBS GROUP AG | 0.21% | 15.64K | 3.22M | 723 | +4.85% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.45% | 33.18K | 6.83M | 3.49K | +11.76% |
| Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.05% | 3.46K | 712.05K | -1.31K | -27.43% |
| Mar 31, 2025 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 0.05% | 3.54K | 727.89K | 0 | 0 |
| Mar 31, 2025 | HANLON INVESTMENT MANAGEMENT, INC. | 0.05% | 3.67K | 754.43K | -818 | -18.24% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 4.02K | 826.8K | -1.29K | -24.32% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.06% | 4.18K | 860.59K | -179 | -4.10% |
| Mar 31, 2025 | GOLDSTEIN ADVISORS, LLC | 0.19% | 14.07K | 2.9M | -480 | -3.30% |
| Mar 31, 2025 | GREENFIELD SAVINGS BANK | 0.08% | 5.5K | 1.13M | 0 | 0 |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.09% | 6.4K | 1.32M | -1.38K | -17.78% |
| Mar 31, 2025 | 0.33% | 24.51K | 5.04M | 79 | +0.32% |