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

Who are the major shareholders selling iShares TIPS Bond ETF stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in TIP by -15.97% restricting it's holding to 201.68 thousand shares of worth nearly $22.26M. CYPRESS CAPITAL, LLC also lessened -1.6% of the TIP shares from its portfolio, reducing its holding to 162.61 thousand shares of worth $17.95M. WEALTHNAVI INC. also shunned TIP shares holding by -5.43% last quarter which brought its holding to 654.94 thousand shares worth $72.28M.

Investors who are buying TIP stock?

As per its latest 13F filing, WEST FINANCIAL ADVISORS, LLC increased its stake in TIP by 3.1% in the last quarter. The institutional holder raised its holding to 181.75 thousand shares having worth more than $20.06M. HEARTWOOD WEALTH ADVISORS LLC also added 12.94% more shares of TIP to its portfolio, raising its holding to 179.95 thousand shares of worth $19.86M. JANE STREET GROUP, LLC also increased its TIP shares holding by 1,567.92% which brought its holding to 176.8 thousand shares worth $19.51M.

TIP's major insiders: who are they?

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

Did an insider recently sell TIP stock?

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

Which insider recently purchased TIP stock?

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

How much of TIP does insiders own?

Around 0 iShares TIPS Bond ETF shares are held by insiders, which represents about N/A of TIP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in TIP?

COMMONWEALTH EQUITY SERVICES, LLC is the largest institutional owner in TIP which holds 201.68 thousand shares worth $22.26M or 0.16% of the total TIP shares outstanding followed by WEST FINANCIAL ADVISORS, LLC with ownership of 181.75 thousand shares representing 0.15% of the TIP ownership. HEARTWOOD WEALTH ADVISORS LLC is the third largest stakeholder with 179.95 thousand shares or 0.14% of the ownership worth more than $19.86M.

Is iShares TIPS 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 TIP is concerned, it is a stock which is optionable.

Is there a short position on TIP's shares?

Number of TIP 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 TIP shares are there?

As of today, null shares of TIP are outstanding.

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

TIP 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 TIP is null.

iShares TIPS Bond ETF (TIP) 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. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 201.68K shares valued at $22.26M. A 0.16% stake in iShares TIPS Bond ETF is owned by the company. WEST FINANCIAL ADVISORS, LLC owns 181.75K shares valued at $20.06M, which translates its holding of 0.15% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	201.68K	22.26M	-38.34K	-15.97%
Mar 31, 2026	WEST FINANCIAL ADVISORS, LLC	0.15%	181.75K	20.06M	5.46K	+3.10%
Mar 31, 2026	HEARTWOOD WEALTH ADVISORS LLC	0.14%	179.95K	19.86M	20.62K	+12.94%
Mar 31, 2026	JANE STREET GROUP, LLC	0.14%	176.8K	19.51M	166.2K	+1,567.92%
Mar 31, 2026	CYPRESS CAPITAL, LLC	0.13%	162.61K	17.95M	-2.64K	-1.60%
Mar 31, 2026	MARTIN & CO INC /TN/	0.52%	654.21K	72.2M	19.45K	+3.06%
Mar 31, 2026	WEALTHNAVI INC.	0.52%	654.94K	72.28M	-37.6K	-5.43%
Mar 31, 2026	JPMORGAN CHASE & CO	0.53%	665.65K	73.45M	-2.35K	-0.35%
Mar 31, 2026	GENTRUST, LLC	0.59%	736.21K	81.25M	40.69K	+5.85%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.45%	569.23K	62.82M	-153.04K	-21.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	19.4%	24.33M	2.69B	3.73M	+18.11%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.22%	270.51K	29.85M	14.15K	+5.52%
Mar 31, 2026	BALDWIN BROTHERS LLC/MA	0.31%	394.23K	43.51M	-66.18K	-14.37%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.33%	413.03K	45.58M	58.28K	+16.43%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	301.92K	33.32M	24.44K	+8.81%
Mar 31, 2026	VIEWPOINT INVESTMENT PARTNERS CORP	0.22%	277.56K	22.42M	-101.64K	-26.80%
Mar 31, 2026	KWMG, LLC	0.24%	297.88K	32.87M	10.81K	+3.76%
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	0.24%	298.59K	32.95M	-171.59K	-36.49%
Mar 31, 2026	EVOKE WEALTH, LLC	0.83%	1.04M	115M	10.27K	+1.00%
Mar 31, 2026	ARBOR INVESTMENT ADVISORS, LLC	0.27%	333.1K	36.76M	7.13K	+2.19%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.29%	358.5K	39.56M	69.17K	+23.91%
Mar 31, 2026	MAN GROUP PLC	0.29%	361.6K	39.91M	-208.69K	-36.59%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.29%	362.7K	40.03M	0	0
Mar 31, 2026		0.29%	365K	40.28M	365K	+100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.3%	379.07K	41.69M	62.43K	+19.72%
Mar 31, 2026	ROCK CREEK GROUP, LP	0.3%	379.89K	41.92M	9.36K	+2.52%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.31%	385.94K	42.59M	-1.21K	-0.31%
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	792.46K	87.46M	-17.25K	-2.13%
Mar 31, 2026	MARSHALL WACE, LLP	0.26%	323.35K	35.68M	-93.8K	-22.49%
Mar 31, 2026	HSBC HOLDINGS PLC	0.25%	309.64K	34.18M	-210.14K	-40.43%
Mar 31, 2026	MORGAN STANLEY	3.45%	4.32M	476.71M	51.7K	+1.21%
Mar 31, 2026	FMR LLC	3.5%	4.39M	484.81M	-1.18M	-21.20%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.08%	1.35M	148.98M	477.27K	+54.80%
Mar 31, 2026	CI INVESTMENTS INC.	0.93%	1.17M	128.77M	260.06K	+28.68%
Mar 31, 2026	ASSETMARK, INC	0.86%	1.08M	119.39M	-26.7K	-2.41%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.31%	388.07K	42.83M	-21.16K	-5.17%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.34%	427.44K	47.17M	22.72K	+5.61%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.35%	434.07K	47.9M	32.37K	+8.06%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	438.7K	48.43M	86.96K	+24.72%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	451.43K	49.82M	9.04K	+2.04%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	455.86K	50.31M	-17.57K	-3.71%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.37%	466.68K	51.5M	1.39K	+0.30%
Mar 31, 2026	QUOTIENT WEALTH PARTNERS, LLC	0.38%	473.81K	52.29M	19.16K	+4.21%
Mar 31, 2026	DYNASTY WEALTH MANAGEMENT, LLC	0.39%	485.17K	53.54M	20.86K	+4.49%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.49%	609.04K	67.21M	-26.16K	-4.12%
Mar 31, 2026	FIL LTD	0.5%	623.52K	68.81M	129.1K	+26.11%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	427.8K	47.21M	278.11K	+185.79%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.26%	324.09K	35.77M	13.95K	+4.50%
Mar 31, 2026	BLACKROCK, INC.	2.12%	2.65M	292.69M	32.07K	+1.22%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.56%	1.96M	216.44M	-78.85K	-3.87%
Mar 31, 2026	COUNTRY TRUST BANK	0.13%	161.6K	17.83M	157.82K	+4,175.24%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.13%	160.6K	17.72M	160.6K	+100.00%
Mar 31, 2026	RENAISSANCE TECHNOLOGIES LLC	0.13%	157.5K	17.38M	157.5K	+100.00%
Mar 31, 2026	PICTET ASSET MANAGEMENT HOLDING SA	1.19%	1.49M	164.56M	214.7K	+16.82%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.12%	1.4M	154.77M	213.92K	+18.00%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.29%	365.52K	40.34M	36.09K	+10.95%
Mar 31, 2026	UBS GROUP AG	1.33%	1.66M	183.61M	30.67K	+1.88%
Mar 31, 2026	SUMITOMO LIFE INSURANCE CO	1.21%	1.51M	167.02M	1.51M	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.12%	1.4M	154.74M	141.88K	+11.26%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.2%	255.67K	28.22M	131.49K	+105.88%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	0.19%	243.73K	26.9M	0	0
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.18%	228.07K	25.17M	19.43K	+9.31%
Mar 31, 2026	DEANE RETIREMENT STRATEGIES, INC.	0.17%	214.43K	23.66M	214.36K	+278,383.12%
Mar 31, 2026	DAKOTA WEALTH MANAGEMENT	0.17%	209.37K	23.11M	-23.84K	-10.22%
Mar 31, 2026	RHUMBLINE ADVISERS	0.17%	207.4K	22.89M	34.39K	+19.88%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.33%	409.23K	44.98M	354.02K	+641.29%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.37%	468.13K	51.45M	-262.75K	-35.95%
Dec 31, 2025	BLACKROCK, INC.	2.11%	2.62M	287.98M	259.89K	+11.01%
Dec 31, 2025	MORGAN STANLEY	3.43%	4.27M	469.08M	-70.08K	-1.62%
Dec 31, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.14%	172.87K	19M	6.48K	+3.90%
Dec 31, 2025		1.95%	2.43M	22.1M	2.41M	+10,997.30%
Dec 31, 2025	HSBC HOLDINGS PLC	0.41%	519.78K	57.13M	-100.12K	-16.15%
Dec 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.58%	722.27K	79.38M	150.42K	+26.30%
Dec 31, 2025	MARSHALL WACE, LLP	0.34%	417.15K	45.85M	17.9K	+4.48%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.17%	208.64K	22.93M	31.82K	+18.00%
Dec 31, 2025	LIDO ADVISORS, LLC	0.15%	184.85K	20.46M	1.62K	+0.88%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	179.74K	19.78M	8.36K	+4.88%
Dec 31, 2025	WEST FINANCIAL ADVISORS, LLC	0.14%	176.29K	19.38M	42.41K	+31.68%
Dec 31, 2025	DORVAL CORP	0.14%	175.13K	19.25M	3.83K	+2.23%
Dec 31, 2025	RHUMBLINE ADVISERS	0.14%	173K	19.01M	-85.49K	-33.07%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.19%	233.21K	25.63M	-25.03K	-9.69%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.19%	240.26K	26.41M	9.24K	+4.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	240.03K	26.38M	-3.31K	-1.36%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.2%	243.73K	26.79M	0	0
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.2%	256.36K	28.18M	13.96K	+5.76%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	289.33K	31.8M	20.11K	+7.47%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.25%	310.14K	34.09M	39.22K	+14.48%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.25%	316.65K	34.8M	27.88K	+9.65%
Dec 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.26%	325.97K	35.83M	11.65K	+3.71%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.37%	465.28K	51.14M	10.59K	+2.33%
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.38%	470.18K	51.77M	248.48K	+112.08%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.38%	473.43K	52.03M	-34.67K	-6.82%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.51%	635.19K	69.81M	18.44K	+2.99%
Dec 31, 2025	JPMORGAN CHASE & CO	0.53%	668K	73.42M	-487.55K	-42.19%
Dec 31, 2025	WEALTHNAVI INC.	0.55%	692.53K	76.12M	-34.71K	-4.77%
Dec 31, 2025	GENTRUST, LLC	0.55%	695.53K	76.45M	471.1K	+209.92%
Dec 31, 2025	ROYAL BANK OF CANADA	0.65%	809.71K	89M	-403.64K	-33.27%
Dec 31, 2025	CI INVESTMENTS INC.	0.73%	906.78K	99.66M	-51.28K	-5.35%
Dec 31, 2025	EVOKE WEALTH, LLC	0.83%	1.03M	113.4M	-5.73K	-0.55%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	16.58%	20.6M	2.26B	3.44M	+20.08%
Dec 31, 2025	PASSAIC PARTNERS LLC	0.29%	363.83K	39.99M	363.83K	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	362.7K	39.86M	0	0
Dec 31, 2025	ROCK CREEK GROUP, LP	0.29%	370.54K	40.73M	74.53K	+25.18%
Dec 31, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.3%	379.2K	41.68M	60.7K	+19.06%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.31%	387.14K	42.55M	-180	-0.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.64%	2.04M	224.22M	65.51K	+3.32%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.27%	329.43K	36.21M	19.74K	+6.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	351.74K	38.68M	-197.75K	-35.99%
Dec 31, 2025	UBS GROUP AG	0.3%	370K	40.67M	150K	+68.18%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.32%	401.7K	44.15M	29.83K	+8.02%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	442.4K	48.62M	-8.45K	-1.87%
Dec 31, 2025	CAPITOLIS LIQUID GLOBAL MARKETS LLC	0.38%	473K	51.99M	423K	+846.00%
Dec 31, 2025	FIL LTD	0.4%	494.43K	54.34M	-744.36K	-60.09%
Dec 31, 2025	MAN GROUP PLC	0.46%	570.29K	62.68M	-422.05K	-42.53%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.7%	870.97K	95.73M	-116.47K	-11.80%
Dec 31, 2025	FMR LLC	4.46%	5.57M	612.72M	169.85K	+3.14%
Dec 31, 2025	BALDWIN BROTHERS LLC/MA	0.37%	460.41K	50.6M	17.04K	+3.84%
Dec 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.37%	464.3K	51.03M	24.2K	+5.50%
Dec 31, 2025	LPL FINANCIAL LLC	1.01%	1.26M	138.52M	-22.95K	-1.79%
Dec 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	1.01%	1.28M	140.62M	39.2K	+3.17%
Dec 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	1.35%	1.7M	186.85K	1.7M	+100.00%
Dec 31, 2025	KWMG, LLC	0.23%	287.08K	31.55M	5.54K	+1.97%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.33%	404.72K	44.48M	-8.43K	-2.04%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.36%	454.65K	49.97M	26.09K	+6.09%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	354.75K	38.99M	-11.46K	-3.13%
Dec 31, 2025	ASSETMARK, INC	0.88%	1.11M	121.84M	-191.99K	-14.76%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.96%	1.19M	130.63M	23.6K	+2.03%
Dec 31, 2025	MARTIN & CO INC /TN/	0.51%	634.76K	69.77M	24.7K	+4.05%
Sep 30, 2025	CYPRESS CAPITAL, LLC	0.13%	163.99K	18.24M	-6.48K	-3.80%
Sep 30, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.13%	166.38K	18.51M	29.45K	+21.51%
Sep 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.46%	571.85K	63.6M	46.96K	+8.95%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	549.49K	61.13M	69.1K	+14.38%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	508.1K	56.51M	-40.04K	-7.31%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	454.69K	50.57M	61.89K	+15.76%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	450.84K	50.14M	6.14K	+1.38%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.93%	1.16M	129.56M	56.85K	+5.13%
Sep 30, 2025	DORVAL CORP	0.14%	171.3K	19.05M	5.75K	+3.47%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	171.38K	19.05M	9.24K	+5.70%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.14%	176.82K	19.67M	377	+0.21%
Sep 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.18%	221.7K	24.66M	-146.37K	-39.77%
Sep 30, 2025	GENTRUST, LLC	0.18%	224.42K	24.96M	4.69K	+2.13%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.19%	242.4K	26.96M	20.81K	+9.39%
Sep 30, 2025	HSBC HOLDINGS PLC	0.5%	619.9K	68.95M	-2.29M	-78.70%
Sep 30, 2025	MARTIN & CO INC /TN/	0.49%	610.06K	67.85M	14.43K	+2.42%
Sep 30, 2025	BALDWIN BROTHERS LLC/MA	0.35%	443.38K	49.31M	-13.85K	-3.03%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.23%	288.77K	32.26M	26.44K	+10.08%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	413.15K	45.95M	93.83K	+29.39%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.34%	428.56K	47.66M	19.29K	+4.71%
Sep 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.35%	440.11K	48.95M	32.31K	+7.92%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.49%	616.75K	68.6M	20.05K	+3.36%
Sep 30, 2025	FIL LTD	0.99%	1.24M	137.78M	-17.33K	-1.38%
Sep 30, 2025	SUMITOMO LIFE INSURANCE CO	1.18%	1.47M	163.68M	451.45K	+44.25%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.58%	1.97M	219.61M	-206.33K	-9.46%
Sep 30, 2025	BLACKROCK, INC.	1.89%	2.36M	262.5M	100.64K	+4.45%
Sep 30, 2025	MORGAN STANLEY	3.47%	4.34M	482.46M	204.31K	+4.94%
Sep 30, 2025	FMR LLC	4.33%	5.4M	601.13M	-922.79K	-14.58%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	13.73%	17.16M	1.91B	4.19M	+32.32%
Sep 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.25%	314.32K	34.96M	-113	-0.04%
Sep 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.25%	318.5K	35.05M	0	0
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.29%	362.7K	40.34M	-208.5K	-36.50%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.29%	366.21K	40.73M	33.56K	+10.09%
Sep 30, 2025	MARSHALL WACE, LLP	0.32%	399.25K	44.4M	11.5K	+2.97%
Sep 30, 2025	ROCK CREEK GROUP, LP	0.24%	296.01K	32.92M	46.32K	+18.55%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.25%	309.69K	34.44M	21.14K	+7.32%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.3%	371.87K	41.36M	29.55K	+8.63%
Sep 30, 2025	ROYAL BANK OF CANADA	0.97%	1.21M	134.95M	569.76K	+88.53%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.31%	387.32K	43.08M	-2.55K	-0.65%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.99%	1.24M	137.66M	586.2K	+90.02%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	243.33K	27.06M	-36.42K	-13.02%
Sep 30, 2025	EVOKE WEALTH, LLC	0.83%	1.04M	115.39M	-23.84K	-2.25%
Sep 30, 2025	JPMORGAN CHASE & CO	0.92%	1.16M	128.52M	125.35K	+12.17%
Sep 30, 2025	MAN GROUP PLC	0.79%	992.34K	110.37M	160.36K	+19.27%
Sep 30, 2025	ASSETMARK, INC	1.04%	1.3M	144.64M	-4.21K	-0.32%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	987.44K	109.76M	-401.49K	-28.91%
Sep 30, 2025	WEALTHNAVI INC.	0.58%	727.25K	80.88M	-37.29K	-4.88%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.52%	649.19K	72.2M	558.46K	+615.49%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	249.54K	27.75M	-5.94K	-2.32%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.21%	258.24K	28.72M	-21.34K	-7.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	404.94K	45.04M	29.85K	+7.96%
Sep 30, 2025	CI INVESTMENTS INC.	0.77%	958.06K	106.56M	-175.44K	-15.48%
Sep 30, 2025	LPL FINANCIAL LLC	1.03%	1.28M	142.72M	140.81K	+12.33%
Sep 30, 2025	UBS GROUP AG	1.44%	1.8M	199.67M	156.73K	+9.57%
Sep 30, 2025	RHUMBLINE ADVISERS	0.21%	258.5K	28.75M	56.2K	+27.78%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	269.22K	29.94M	25.14K	+10.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	270.92K	30.13M	92	+0.03%
Sep 30, 2025	KWMG, LLC	0.23%	281.54K	31.31M	7.74K	+2.83%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.2%	243.73K	27.11M	-5.19K	-2.08%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.11%	134.2K	14.93M	225	+0.17%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.58%	730.88K	81.29M	-245.63K	-25.15%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.11%	141K	15.68M	41.7K	+42.00%
Sep 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.11%	143.2K	15.9M	-11.87K	-7.65%
Sep 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.12%	156.11K	17.36M	2.9K	+1.89%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.13%	157.67K	17.54M	67.67K	+75.19%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	162.14K	17.73M	-16.26K	-9.11%
Jun 30, 2025	CIM, LLC	0.09%	161.16K	17.73M	3.57K	+2.27%
Jun 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.09%	155.06K	16.92M	-5.65K	-3.52%
Jun 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.09%	153.21K	16.86M	782	+0.51%
Jun 30, 2025	STRATEGIC INVESTMENT ADVISORS / MI	0.08%	141.27K	15.53M	-17.25K	-10.88%
Jun 30, 2025	TURIM 21 INVESTIMENTOS LTDA.	0.08%	139.46K	15.35M	2.3K	+1.68%
Jun 30, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.08%	136.93K	15.07M	-63.51K	-31.69%
Jun 30, 2025	FMR LLC	3.56%	6.33M	696.3M	-3.69M	-36.81%
Jun 30, 2025	ASSETMARK, INC	0.73%	1.3M	143.57M	50.82K	+4.05%
Jun 30, 2025	FIL LTD	0.71%	1.26M	138.22M	-1.2M	-48.83%
Jun 30, 2025	MARTIN & CO INC /TN/	0.34%	595.63K	65.54M	5.47K	+0.93%
Jun 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.3%	524.89K	57.76M	-499.11K	-48.74%
Jun 30, 2025		0.27%	479.87K	51.85K	479.87K	+100.00%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.24%	418.09K	46.01M	-66.3K	-13.69%
Jun 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.23%	409.27K	45.04M	8.2K	+2.05%
Jun 30, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.23%	407.8K	44.87M	-4.48K	-1.09%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.22%	392.8K	43.22M	15.95K	+4.23%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.22%	389.87K	42.9M	101.21K	+35.06%
Jun 30, 2025	MARSHALL WACE, LLP	0.22%	387.75K	42.67M	-300.57K	-43.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	480.39K	53.08M	187.07K	+63.77%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.21%	368.06K	40.46M	-1.19M	-76.43%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.19%	342.32K	37.67M	3.16K	+0.93%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	319.31K	35.14M	-25.68K	-7.44%
Jun 30, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.18%	318.5K	35.05M	-335.3K	-51.28%
Jun 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.18%	314.43K	34.6M	6.16K	+2.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	294.65K	26.34M	261.64K	+792.47%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	270.83K	29.8M	-10.76K	-3.82%
Jun 30, 2025	CI INVESTMENTS INC.	0.64%	1.13M	124.73M	281.5K	+33.04%
Jun 30, 2025	EVOKE WEALTH, LLC	0.6%	1.06M	116.79M	-35.68K	-3.25%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	571.2K	62.85M	-74.9K	-11.59%
Jun 30, 2025	BALDWIN BROTHERS LLC/MA	0.26%	457.22K	50.31M	-891	-0.19%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	444.71K	48.94M	7.77K	+1.78%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	375.09K	41.28M	-132.42K	-26.09%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.19%	334.72K	36.83M	291.41K	+672.94%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	332.65K	36.6M	-4.11K	-1.22%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.16%	288.55K	31.75M	31.11K	+12.09%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.31%	548.15K	60.32M	-15.32K	-2.72%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.15%	262.33K	28.72M	25.73K	+10.88%
Jun 30, 2025	MORGAN STANLEY	2.33%	4.13M	454.86B	207.99K	+5.30%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	255.48K	28.11M	15.99K	+6.68%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.14%	251.06K	27.63M	-2.32K	-0.92%
Jun 30, 2025	ROCK CREEK GROUP, LP	0.14%	249.69K	27.48M	-48.73K	-16.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	244.08K	26.86M	-150.17K	-38.09%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.12%	221.6K	24.38M	4.25K	+1.95%
Jun 30, 2025	GENTRUST, LLC	0.12%	219.73K	24.18M	-13.02K	-5.59%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.1%	176.45K	19.42M	30.93K	+21.25%
Jun 30, 2025	CYPRESS CAPITAL, LLC	0.1%	170.47K	18.76M	-2.18K	-1.26%
Jun 30, 2025	DORVAL CORP	0.09%	165.55K	18.22M	3.49K	+2.15%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	135.08K	14.86M	113.26K	+519.08%
Jun 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.08%	134.84K	14.84M	-1.54K	-1.13%
Jun 30, 2025	KWMG, LLC	0.15%	273.8K	30.13M	-1.85K	-0.67%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.34%	596.7K	65.66M	4.39K	+0.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.3%	12.97M	1.43B	1.28M	+10.97%
Jun 30, 2025	HSBC HOLDINGS PLC	1.64%	2.91M	320.27M	2.85M	+4,627.59%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.23%	2.18M	239.96M	19.13K	+0.88%
Jun 30, 2025	UBS GROUP AG	0.92%	1.64M	180.3M	2.17K	+0.13%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.78%	1.39M	152.99M	417.9K	+43.04%
Jun 30, 2025	LPL FINANCIAL LLC	0.64%	1.14M	125.71M	3.65K	+0.32%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.55%	976.51K	107.46B	489.53K	+100.52%
Jun 30, 2025	BLACKROCK, INC.	1.27%	2.26M	248.64M	130.44K	+6.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	1.11M	121.93M	23.17K	+2.14%
Jun 30, 2025	JPMORGAN CHASE & CO	0.58%	1.03M	113.36M	90.81K	+9.67%
Jun 30, 2025	SUMITOMO LIFE INSURANCE CO	0.57%	1.02M	112.26M	-587.55K	-36.55%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.49%	865.36K	95.22M	39.06K	+4.73%
Jun 30, 2025	MAN GROUP PLC	0.47%	831.98K	91.55M	-244.6K	-22.72%
Jun 30, 2025	WEALTHNAVI INC.	0.43%	764.53K	84.13M	-32.92K	-4.13%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.37%	651.2K	71.48M	159.5K	+32.44%
Jun 30, 2025	ROYAL BANK OF CANADA	0.36%	643.59K	70.82M	136.34K	+26.88%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	279.76K	30.78M	-61.83K	-18.10%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.16%	279.58K	30.77M	-2.62K	-0.93%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.27%	479.87K	51.85K	479.87K	+100.00%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.19%	339.16K	37.68M	7.42K	+2.24%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	507.52K	56.38M	261.09K	+105.95%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.32%	563.47K	62.6M	-35.98K	-6.00%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.41%	731.1K	91.79M	-162.15K	-18.15%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.22%	2.16M	240.15M	141.7K	+7.01%
Mar 31, 2025	FMR LLC	5.63%	10.01M	1.11B	2.28M	+29.54%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.58%	11.68M	1.3B	-32.88K	-0.28%
Mar 31, 2025	FIL LTD	1.38%	2.46M	272.73M	1.51M	+159.28%
Mar 31, 2025	MAN GROUP PLC	0.61%	1.08M	119.6M	940.03K	+688.41%
Mar 31, 2025	EVOKE WEALTH, LLC	0.62%	1.1M	121.87M	-3.99K	-0.36%
Mar 31, 2025	LPL FINANCIAL LLC	0.64%	1.14M	126.51M	34.87K	+3.16%
Mar 31, 2025	ASSETMARK, INC	0.71%	1.25M	139.29M	-198.63K	-13.68%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.88%	1.56M	173.43M	766.85K	+96.46%
Mar 31, 2025	SUMITOMO LIFE INSURANCE CO	0.9%	1.61M	178.6M	145.99K	+9.99%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	394.25K	43.8M	46.69K	+13.43%
Mar 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.23%	401.07K	44.55M	6.5K	+1.65%
Mar 31, 2025	DYNASTY WEALTH MANAGEMENT, LLC	0.23%	412.28K	45.8M	13.75K	+3.45%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	436.94K	48.54M	32.64K	+8.07%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.55%	971.03K	108.39M	301.46K	+45.02%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.58%	1.02M	113.76M	456.63K	+80.48%
Mar 31, 2025	JPMORGAN CHASE & CO	0.53%	939.39K	104.36M	320.51K	+51.79%
Mar 31, 2025	UBS GROUP AG	0.92%	1.64M	181.78M	97.28K	+6.32%
Mar 31, 2025	BLACKROCK, INC.	1.2%	2.13M	236.53M	-5.6M	-72.46%
Mar 31, 2025	MORGAN STANLEY	2.21%	3.93M	436.1M	-130.06K	-3.21%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.16%	291.45K	32.38M	17.52K	+6.39%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	293.33K	32.61M	21.62K	+7.96%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	345K	38.33M	65.75K	+23.55%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	371K	41.21M	344.6K	+1,305.30%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.21%	376.85K	41.86M	9.53K	+2.59%
Mar 31, 2025	BALDWIN BROTHERS LLC/MA	0.26%	458.12K	50.89M	28.93K	+6.74%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.27%	484.39K	53.81M	103.08K	+27.03%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.16%	288.66K	32.07M	-3.59K	-1.23%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	341.58K	37.95M	1.86K	+0.55%
Mar 31, 2025	ROYAL BANK OF CANADA	0.29%	507.25K	56.35M	-82.27K	-13.96%
Mar 31, 2025	MARTIN & CO INC /TN/	0.33%	590.16K	65.56M	590.16K	+100.00%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.33%	592.32K	65.8M	8.43K	+1.44%
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.16%	282.2K	31.35M	-6.21K	-2.15%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.28%	491.7K	54.41M	63.3K	+14.78%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.16%	284.44K	31.6M	97.96K	+52.53%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.36%	646.1K	71.78M	646.1K	+100.00%
Mar 31, 2025	VIEWPOINT INVESTMENT PARTNERS CORP	0.37%	653.8K	72.63M	273.4K	+71.87%
Mar 31, 2025	MARSHALL WACE, LLP	0.39%	688.31K	76.46M	-157.4K	-18.61%
Mar 31, 2025	WEALTHNAVI INC.	0.45%	797.45K	88.59M	-44.07K	-5.24%
Mar 31, 2025	CI INVESTMENTS INC.	0.48%	852K	94.65M	-53.9K	-5.95%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.61%	1.08M	120.52M	92.68K	+9.34%
Mar 31, 2025	BANK OF NOVA SCOTIA	0.17%	300K	33.33M	300K	+100.00%
Mar 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.17%	308.28K	34.25M	13.55K	+4.60%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.19%	336.77K	37.41M	7.24K	+2.20%
Mar 31, 2025	ROCK CREEK GROUP, LP	0.17%	298.42K	16.72M	-2.47M	-89.20%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	486.98K	54.1M	219.6K	+82.13%
Mar 31, 2024	FMR LLC	1.89%	3.38M	363.05M	-6.26K	-0.18%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.97%	3.51M	377.06M	-99.54K	-2.76%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.7%	11.95M	1.28B	-111.86K	-0.93%
Mar 31, 2024	BLACKROCK INC.	19.35%	34.55M	3.71B	1.99M	+6.10%
Mar 31, 2024		0.19%	332.12K	35.67M	332.12K	+100.00%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.29%	522.79K	56.15M	-452.01K	-46.37%
Mar 31, 2024	MARSHALL WACE, LLP	0.31%	544.73K	58.51M	342.77K	+169.72%
Mar 31, 2024	BANK JULIUS BAER & CO. LTD, ZURICH	0.56%	997.8K	107.17M	-11.82K	-1.17%
Mar 31, 2024	WEALTHNAVI INC.	0.57%	1.01M	108.17M	-121.36K	-10.75%
Mar 31, 2024	FIL LTD	0.61%	1.08M	116.26M	-27.8K	-2.50%
Mar 31, 2024	HSBC HOLDINGS PLC	0.64%	1.14M	122.58M	1.1M	+2,980.02%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.65%	1.16M	124.21M	-141.81K	-10.92%
Mar 31, 2024	EVOKE WEALTH, LLC	0.69%	1.22M	130.8M	-28.38K	-2.28%
Mar 31, 2024	SUMITOMO LIFE INSURANCE CO	0.72%	1.28M	137.55M	648.15K	+102.47%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.17%	301.57K	32.39M	-24.63K	-7.55%
Mar 31, 2024	ONE CAPITAL MANAGEMENT, LLC	0.16%	283.31K	30.43M	19.78K	+7.51%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.16%	284.64K	30.57M	-7.07K	-2.42%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.16%	289.81K	31.13M	13.68K	+4.95%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.19%	332.12K	35.67M	332.12K	+100.00%
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.19%	332.37K	35.7M	11.94K	+3.73%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.2%	356.38K	38.28M	1.4K	+0.39%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.2%	358.73K	38.53M	356.2K	+14,118.27%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.21%	373.51K	40.12M	89.24K	+31.39%
Mar 31, 2024	SCHONFELD STRATEGIC ADVISORS LLC	0.22%	390.26K	41.92M	330.4K	+551.97%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.23%	409.57K	44.01M	-393.68K	-49.01%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	422.69K	45.4M	278.15K	+192.44%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	425.78K	45.73M	3.82K	+0.90%
Mar 31, 2024	MAN GROUP PLC	0.24%	435.1K	46.73M	130.45K	+42.82%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.25%	454.29K	48.8M	-8.05K	-1.74%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	455.51K	48.93M	455.51K	+100.00%
Mar 31, 2024	VIEWPOINT INVESTMENT PARTNERS CORP	0.26%	464K	49.84M	111.2K	+31.52%
Mar 31, 2024	CWM, LLC	0.31%	550.36K	59.11M	-833	-0.15%
Mar 31, 2024	3EDGE ASSET MANAGEMENT, LP	0.32%	562.26K	60.39M	-23.89K	-4.08%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	617.31K	66.31M	-18.8K	-2.96%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.39%	685.92K	73.68M	-45.27K	-6.19%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	747.07K	80.23M	-184.59K	-19.81%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.44%	787.63K	84.6M	104.05K	+15.22%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.47%	838.74K	90.09M	657.33K	+362.35%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.52%	920.78K	98.9M	-108.54K	-10.54%
Mar 31, 2024	CI INVESTMENTS INC.	0.55%	980.35K	105.3M	-4.05K	-0.41%
Mar 31, 2024	MATSON MONEY. INC.	0.74%	1.31M	140.44M	-241	-0.02%
Mar 31, 2024	LPL FINANCIAL LLC	0.82%	1.46M	156.86M	-195.37K	-11.80%
Mar 31, 2024	JPMORGAN CHASE & CO	2.08%	3.71M	398.21M	-333.05K	-8.24%
Mar 31, 2024	MORGAN STANLEY	2.61%	4.66M	500.2M	-349.85K	-6.99%
Mar 31, 2024	CTC ALTERNATIVE STRATEGIES, LTD.	0.13%	228K	24.49M	228K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	244.47K	26.26M	-59.99K	-19.70%
Mar 31, 2024	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.14%	245K	26.32M	245K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	245.22K	26.34M	-6.87K	-2.73%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	246.27K	26.45M	21.13K	+9.39%
Mar 31, 2024	KWMG, LLC	0.14%	246.52K	26.48M	10.37K	+4.39%
Mar 31, 2024	PACIFIC LIFE FUND ADVISORS LLC	0.14%	252.57K	27.13M	-1.52K	-0.60%
Mar 31, 2024	ARBOR INVESTMENT ADVISORS, LLC	0.14%	255.84K	27.48M	6.7K	+2.69%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.14%	258.32K	27.75M	-49.33K	-16.04%
Mar 31, 2024	REBALANCE, LLC	0.15%	259.26K	27.85M	3.83K	+1.50%
Mar 31, 2024	ARKANSAS FINANCIAL GROUP, INC.	0.15%	259.8K	27.9M	-10.52K	-3.89%
Mar 31, 2024	RHUMBLINE ADVISERS	0.15%	262.67K	28.21M	67.73K	+34.74%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.15%	269.21K	28.92M	-18.77K	-6.52%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	291.09K	31.27M	882	+0.30%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	296.1K	31.8M	63.2K	+27.14%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.51%	910.57K	97.8M	910.57K	+100.00%
Mar 31, 2024	UBS GROUP AG	1.01%	1.8M	193.44M	-63.73K	-3.42%
Mar 31, 2024	MITSUBISHI UFJ TRUST & BANKING CORP	1.06%	1.88M	201.93M	1.88M	+100.00%
Mar 31, 2024	ROCK CREEK GROUP, LP	1.56%	2.77M	61.39M	14.24K	+0.52%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.81%	3.23M	346.81M	139.15K	+4.50%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.42%	731.19K	78.6B	-88.7K	-10.82%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.54%	931.66K	102.16M	-195.53K	-17.35%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.56%	974.8K	104.78M	-84.79K	-8.00%
Dec 31, 2023	CI INVESTMENTS INC.	0.57%	984.4K	105.81M	-384.15K	-28.07%
Dec 31, 2023	BANK JULIUS BAER & CO. LTD, ZURICH	0.58%	1.01M	108.52M	-18.05K	-1.76%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.59%	1.03M	110.64M	-281.51K	-21.48%
Dec 31, 2023	FIL LTD	0.64%	1.11M	119.33M	371.95K	+50.38%
Dec 31, 2023	WEALTHNAVI INC.	0.65%	1.13M	121.29M	-124.51K	-9.94%
Dec 31, 2023	EVOKE WEALTH, LLC	0.72%	1.25M	133.95M	803.99K	+181.84%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.75%	1.3M	139.54M	-382.18K	-22.74%
Dec 31, 2023	MATSON MONEY. INC.	0.75%	1.31M	140.57M	-20.17K	-1.52%
Dec 31, 2023	LPL FINANCIAL LLC	0.95%	1.66M	177.98M	-499.28K	-23.17%
Dec 31, 2023	UBS GROUP AG	1.07%	1.86M	200.43M	-261.05K	-12.28%
Dec 31, 2023	ROCK CREEK GROUP, LP	1.59%	2.76M	60.13M	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.78%	3.09M	332.11M	-1.95M	-38.65%
Dec 31, 2023	FMR LLC	1.95%	3.39M	363.99M	-56.72K	-1.65%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.08%	3.61M	388.04M	-106.68K	-2.87%
Dec 31, 2023	JPMORGAN CHASE & CO	2.33%	4.04M	434.31M	-1.54M	-27.56%
Dec 31, 2023	MORGAN STANLEY	2.88%	5.01M	538.18M	-875.94K	-14.89%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	6.94%	12.06M	1.3B	-2.13M	-15.00%
Dec 31, 2023	BLACKROCK INC.	18.74%	32.57M	3.5B	629.03K	+1.97%
Dec 31, 2023	REBALANCE, LLC	0.15%	255.43K	27.46M	-21.74K	-7.84%
Dec 31, 2023	ASSETMARK, INC	0.15%	259.69K	27.91M	-1.86M	-87.76%
Dec 31, 2023	ONE CAPITAL MANAGEMENT, LLC	0.15%	263.53K	28.33M	71.8K	+37.45%
Dec 31, 2023	ARKANSAS FINANCIAL GROUP, INC.	0.16%	270.31K	29.06M	-20.02K	-6.89%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.16%	284.27K	30.56M	50.32K	+21.51%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.17%	287.98K	30.96M	138.26K	+92.34%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	290.2K	31.19M	24.09K	+9.05%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.17%	291.71K	31.36M	-7.57K	-2.53%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	304.46K	32.73M	-100.74K	-24.86%
Dec 31, 2023	MAN GROUP PLC	0.18%	304.64K	32.75M	289.42K	+1,900.79%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.18%	307.66K	33.07M	-16.38K	-5.05%
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.18%	320.43K	34.44M	51.1K	+18.97%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.19%	326.2K	35.06M	-168.9K	-34.11%
Dec 31, 2023	KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP	0.19%	336.72K	36.19M	0	0
Dec 31, 2023	VIEWPOINT INVESTMENT PARTNERS CORP	0.2%	352.8K	37.92M	85.5K	+31.99%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.2%	354.98K	38.16M	-123.38K	-25.79%
Dec 31, 2023		0.16%	276.13K	29.68M	-270.9K	-49.52%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	421.97K	45.36M	-76.57K	-15.36%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.27%	462.35K	49.7M	-274.35K	-37.24%
Dec 31, 2023	CAMPBELL WEALTH MANAGEMENT	0.29%	506.02K	54.39M	9.86K	+1.99%
Dec 31, 2023	CWM, LLC	0.32%	551.19K	59.25M	-51.96K	-8.62%
Dec 31, 2023	3EDGE ASSET MANAGEMENT, LP	0.34%	586.15K	63.01M	586.15K	+100.00%
Dec 31, 2023	BW GESTAO DE INVESTIMENTOS LTDA.	0.35%	600K	64.49M	600K	+100.00%
Dec 31, 2023	SUMITOMO LIFE INSURANCE CO	0.36%	632.5K	67.99M	632.5K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.37%	636.11K	68.38M	-122.89K	-16.19%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.39%	683.59K	73.48M	-323.65K	-32.13%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.46%	803.25K	86.44M	-962.21K	-54.50%

Frequently Asked Questions