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

Who are the major shareholders selling Vanguard U.S. Momentum Factor ETF stock?

IAM ADVISORY, LLC, in the last quarter, reduced its stake in VFMO by -1.18% restricting it's holding to 8.28 thousand shares of worth nearly $1.58M. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC also lessened -6.45% of the VFMO shares from its portfolio, reducing its holding to 9.28 thousand shares of worth $1.78M. CLEARSTEAD ADVISORS, LLC also shunned VFMO shares holding by -14.99% last quarter which brought its holding to 7.05 thousand shares worth $1.35M.

Investors who are buying VFMO stock?

As per its latest 13F filing, ASPECT PARTNERS, LLC increased its stake in VFMO by 16.3% in the last quarter. The institutional holder raised its holding to 9.56 thousand shares having worth more than $1.83M. WILKINS MILLER WEALTH MANAGEMENT, LLC also added 20.24% more shares of VFMO to its portfolio, raising its holding to 13.83 thousand shares of worth $2.64M. THRIVENT FINANCIAL FOR LUTHERANS also increased its VFMO shares holding by 100% which brought its holding to 29.59 thousand shares worth $5.66M.

VFMO's major insiders: who are they?

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

Did an insider recently sell VFMO stock?

Company executives, directors, and other insiders own N/A percent of Vanguard U.S. Momentum Factor ETF's stock. Within the last six months, there have been 0 transaction(s) in which VFMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VFMO stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard U.S. Momentum Factor ETF insiders have bought stock, totalling 0 shares

How much of VFMO does insiders own?

Around 0 Vanguard U.S. Momentum Factor ETF shares are held by insiders, which represents about N/A of VFMO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VFMO?

IAM ADVISORY, LLC is the largest institutional owner in VFMO which holds 8.28 thousand shares worth $1.58M or 0.14% of the total VFMO shares outstanding followed by ASPECT PARTNERS, LLC with ownership of 9.56 thousand shares representing 0.17% of the VFMO ownership. WILKINS MILLER WEALTH MANAGEMENT, LLC is the third largest stakeholder with 13.83 thousand shares or 0.24% of the ownership worth more than $2.64M.

Is Vanguard U.S. Momentum Factor 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 VFMO is concerned, it is a stock which is optionable.

Is there a short position on VFMO's shares?

Number of VFMO 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 VFMO shares are there?

As of today, null shares of VFMO are outstanding.

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

VFMO 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 VFMO is null.

Vanguard US Momentum Factor ETF (VFMO) 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. IAM ADVISORY, LLC is the top corporate investor, holding 8.28K shares valued at $1.58M. A 0.14% stake in Vanguard U.S. Momentum Factor ETF is owned by the company. ASPECT PARTNERS, LLC owns 9.56K shares valued at $1.83M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	IAM ADVISORY, LLC	0.14%	8.28K	1.58M	-99	-1.18%
Dec 31, 2025	ASPECT PARTNERS, LLC	0.17%	9.56K	1.83M	1.34K	+16.30%
Dec 31, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.24%	13.83K	2.64M	2.33K	+20.24%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	29.59K	5.66M	29.59K	+100.00%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.54%	31.46K	6.02M	10.38K	+49.21%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	11.25%	651.01K	124.51M	22.62K	+3.60%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	9.29K	1.78M	7.28K	+363.24%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	9.28K	1.78M	-640	-6.45%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.18%	11.15K	2.13M	1.59K	+16.61%
Dec 31, 2025		0.24%	14.09K	2.7M	22	+0.16%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.11%	7.05K	1.35M	-1.24K	-14.99%
Dec 31, 2025	PFG ADVISORS	0.11%	6.47K	1.24M	738	+12.89%
Dec 31, 2025	OPPENHEIMER & CO INC	0.11%	6.63K	1.27M	6.63K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	13.15K	2.52M	-539	-3.94%
Dec 31, 2025	NOVA R WEALTH, INC.	0.21%	12.08K	2.31M	-215	-1.75%
Dec 31, 2025	WIN ADVISORS, INC	0.22%	13K	2.49M	13K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	14.58K	2.79M	14.48K	+14,481.00%
Dec 31, 2025	UMB BANK, N.A.	0.3%	19.31K	3.69M	-2.3K	-10.64%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	19.71K	3.77M	2.68K	+15.70%
Dec 31, 2025	BETTERMENT LLC	0.32%	20.78K	3.98M	115	+0.56%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	21.38K	4.09M	2.14K	+11.13%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	20.85K	3.99M	5.28K	+33.88%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.39%	22.67K	4.34M	2.05K	+9.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.42%	26.81K	5.13M	-429	-1.58%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.44%	25.31K	4.84M	570	+2.30%
Dec 31, 2025	LINCOLN CAPITAL CORP	0.45%	25.88K	4.95M	-354	-1.35%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.46%	26.87K	5.14M	7.67K	+39.96%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.51%	32.39K	6.2M	1.99K	+6.55%
Dec 31, 2025	CABOT WEALTH MANAGEMENT INC	1.98%	114.33K	21.87M	6.1K	+5.63%
Dec 31, 2025	LPL FINANCIAL LLC	2.21%	140.13K	26.8M	36.31K	+34.97%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	2.51%	159.16K	30.44M	-184.32K	-53.66%
Dec 31, 2025	DAVIDSON INVESTMENT ADVISORS	2.53%	146.59K	28.04M	6.81K	+4.87%
Dec 31, 2025	BLB&B ADVISORS, LLC	0.13%	7.25K	1.39M	0	0
Dec 31, 2025	IEQ CAPITAL, LLC	0.13%	8.18K	1.56M	718	+9.62%
Dec 31, 2025	VALUED RETIREMENTS, INC.	0.13%	8.34K	1.59M	3.75K	+81.71%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.14%	8.24K	1.58M	2.12K	+34.67%
Dec 31, 2025	FINANCIAL FREEDOM, LLC	0.29%	18.42K	3.52M	4.64K	+33.68%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.41%	26.06K	4.97M	7.66K	+41.67%
Dec 31, 2025	UBS GROUP AG	0.67%	43.07K	8.24M	21.26K	+97.46%
Dec 31, 2025	CAITLIN JOHN, LLC	0.14%	9.16K	1.75M	-211	-2.25%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.52%	33.31K	6.37M	993	+3.07%
Dec 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	4.49%	284.15K	58.5M	3.87K	+1.38%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.78%	44.99K	8.6M	-2.76K	-5.78%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.86%	49.51K	10M	9.15K	+22.68%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	84.16K	16.1M	-4.69K	-5.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.32%	85.31K	16.32M	2.18K	+2.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.78%	113.3K	21.67M	44.14K	+63.82%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.83%	106.12K	20.3M	2.2K	+2.12%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	5.15K	984.27K	212	+4.30%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	5.66K	1.08M	-2.7K	-32.32%
Dec 31, 2025	TFB ADVISORS LLC	0.09%	5.8K	1.11M	192	+3.42%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.1%	6.12K	1.17M	88	+1.46%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.13%	7.81K	1.49M	-753	-8.80%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.16%	10.47K	2M	-18.78K	-64.21%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	4.74K	905.64K	-159	-3.25%
Dec 31, 2025	SYSTELLIGENCE, LLC	1.82%	105.31K	20.14M	-13.29K	-11.21%
Dec 31, 2025	ANDERSON HOAGLAND & CO	1.97%	113.68K	21.74M	-5.36K	-4.50%
Dec 31, 2025	COMERICA BANK	0.14%	8.16K	1.56M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.18%	69.16K	13.25M	-9.51K	-12.09%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.77%	103.92K	19.91M	-3.6K	-3.35%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.35%	20.62K	3.95M	413	+2.04%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	19.24K	3.62M	5.75K	+42.66%
Sep 30, 2025		0.24%	14.07K	2.7M	14.07K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.14%	8.36K	1.62M	2.99K	+55.72%
Sep 30, 2025	CAITLIN JOHN, LLC	0.16%	9.37K	1.8M	-292	-3.02%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.42%	24.74K	4.74M	826	+3.45%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.36%	21.08K	4.04M	-250	-1.17%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.33%	19.2K	3.68M	1.3K	+7.27%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.31%	18.39K	3.54M	6.31K	+52.18%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	17.03K	3.26M	1.47K	+9.47%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	15.57K	2.98M	11	+0.07%
Sep 30, 2025	FINANCIAL FREEDOM, LLC	0.23%	13.78K	2.64M	6.13K	+80.01%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	13.69K	2.62M	1.25K	+10.03%
Sep 30, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.19%	11.11K	2.13M	11.11K	+100.00%
Sep 30, 2025	ASPECT PARTNERS, LLC	0.14%	8.22K	1.57M	228	+2.85%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.5%	29.25K	5.6M	24.75K	+549.03%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.46%	27.24K	5.22M	-21.08K	-43.63%
Sep 30, 2025	BETTERMENT LLC	0.35%	20.67K	3.96M	324	+1.59%
Sep 30, 2025	NOVA R WEALTH, INC.	0.21%	12.3K	2.36M	-315	-2.50%
Sep 30, 2025	IEQ CAPITAL, LLC	0.13%	7.46K	1.43M	5.03K	+206.41%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.52%	30.4K	5.82M	4.06K	+15.40%
Sep 30, 2025	UBS GROUP AG	0.37%	21.81K	4.18M	489	+2.29%
Sep 30, 2025	UMB BANK, N.A.	0.37%	21.61K	4.14M	32	+0.15%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.17%	9.92K	1.69M	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.16%	9.56K	1.83M	2.17K	+29.29%
Sep 30, 2025	CERTUS WEALTH MANAGEMENT, LLC	0.15%	9.08K	1.74M	-401	-4.23%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.15%	8.56K	1.64M	-1.23K	-12.59%
Sep 30, 2025	IAM ADVISORY, LLC	0.14%	8.38K	1.6M	65	+0.78%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.14%	8.29K	1.59M	-1.61K	-16.24%
Sep 30, 2025	LPL FINANCIAL LLC	1.77%	103.82K	19.89M	4.01K	+4.02%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.51%	88.85K	17.02M	-3.26K	-3.53%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.42%	83.14K	15.93M	-227.88K	-73.27%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.81%	47.75K	9.15M	-698	-1.44%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.69%	40.36K	7.73M	-8.81K	-17.92%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.55%	32.31K	6.19M	3.16K	+10.82%
Sep 30, 2025	LINCOLN CAPITAL CORP	0.45%	26.23K	5.03M	-52	-0.20%
Sep 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.2%	11.5K	2.19M	4.19K	+57.38%
Sep 30, 2025	COMERICA BANK	0.14%	8.16K	1.56M	-222	-2.65%
Sep 30, 2025	BLB&B ADVISORS, LLC	0.12%	7.25K	1.39M	0	0
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.11%	6.73K	1.29M	-1.47K	-17.91%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.1%	6.12K	1.17M	2.24K	+57.77%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.1%	6.03K	1.16M	-571	-8.65%
Sep 30, 2025	PFG ADVISORS	0.1%	5.73K	1.1M	5.73K	+100.00%
Sep 30, 2025	TFB ADVISORS LLC	0.1%	5.61K	1.11M	695	+14.14%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.09%	5.19K	993.5K	1	+0.02%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	4.94K	945.56K	892	+22.06%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	4.89K	937.62K	-157	-3.11%
Sep 30, 2025	VALUED RETIREMENTS, INC.	0.08%	4.59K	791.5K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	4.23K	810.95K	-43	-1.01%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.07%	3.99K	764.47K	106	+2.73%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	3.97K	760.06K	95	+2.45%
Sep 30, 2025	SMITH, MOORE & CO.	0.07%	3.93K	752.26K	-1.05K	-21.04%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.07%	3.84K	736.04K	3.84K	+100.00%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	10.7%	628.39K	120.4M	30.64K	+5.13%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.85%	343.48K	65.81M	-5.15K	-1.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.12%	300.65K	57.6M	299.9K	+39,880.59%
Sep 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	4.77%	280.28K	53.7M	782	+0.28%
Sep 30, 2025	DAVIDSON INVESTMENT ADVISORS	2.38%	139.78K	26.78M	7.48K	+5.65%
Sep 30, 2025	ANDERSON HOAGLAND & CO	2.03%	119.04K	22.81M	650	+0.55%
Sep 30, 2025	SYSTELLIGENCE, LLC	2.02%	118.6K	22.72M	-59.92K	-33.56%
Sep 30, 2025	CABOT WEALTH MANAGEMENT INC	1.84%	108.23K	20.74M	268	+0.25%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.13%	8.2K	1.41M	-6.13K	-42.80%
Jun 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.16%	9.79K	1.69M	470	+5.04%
Jun 30, 2025	WILKINS MILLER WEALTH MANAGEMENT, LLC	0.12%	7.31K	1.26M	4.31K	+143.61%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.16%	9.92K	1.71M	89	+0.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	13.48K	2.33M	-506	-3.62%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	15.56K	2.68M	-985	-5.95%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.07%	4.51K	777.55K	-2.27K	-33.52%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	5.05K	871.39M	5.05K	+100.00%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.08%	5.18K	894.33K	-933	-15.25%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	6.09K	1.05M	-659	-9.77%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.1%	6.42K	1.11M	5	+0.08%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	9.76%	597.75K	103.12M	117.87K	+24.56%
Jun 30, 2025	COMERICA BANK	0.14%	8.38K	1.45M	537	+6.85%
Jun 30, 2025	CWM, LLC	0.11%	6.52K	1.12M	6.52K	+100.00%
Jun 30, 2025	FULLCIRCLE WEALTH LLC	0.13%	8.05K	1.42M	-544	-6.33%
Jun 30, 2025	ASPECT PARTNERS, LLC	0.13%	7.99K	1.38M	731	+10.07%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.69%	348.64K	60.15M	-39.36K	-10.14%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	5.08%	311.02K	53.66M	21.15K	+7.30%
Jun 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	4.56%	279.5K	48.22M	10K	+3.71%
Jun 30, 2025	CABOT WEALTH MANAGEMENT INC	1.76%	107.96K	18.63M	991	+0.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.28%	78.68K	13.57M	4.46K	+6.01%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.8%	49.17K	8.48M	-10.57K	-17.69%
Jun 30, 2025	BETTERMENT LLC	0.33%	20.34K	3.51M	-655	-3.12%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.33%	20.21K	3.49M	602	+3.07%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.29%	17.9K	3.09M	3.93K	+28.13%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	15.56K	2.68M	-980	-5.93%
Jun 30, 2025	NOVA R WEALTH, INC.	0.21%	12.61K	2.18M	28	+0.22%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.2%	12.09K	2.1M	12.09K	+100.00%
Jun 30, 2025	MARINER, LLC	0.19%	11.72K	2.02M	1.91K	+19.52%
Jun 30, 2025	CERTUS WEALTH MANAGEMENT, LLC	0.15%	9.48K	1.64M	56	+0.59%
Jun 30, 2025	IAM ADVISORY, LLC	0.14%	8.31K	1.43M	-38	-0.46%
Jun 30, 2025	FINANCIAL FREEDOM, LLC	0.13%	7.66K	1.32M	3.97K	+107.51%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	7.39K	1.28M	358	+5.09%
Jun 30, 2025	BLB&B ADVISORS, LLC	0.12%	7.25K	1.25M	0	0
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	6.6K	1.14M	-1.05K	-13.76%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.76%	107.52K	18.55M	36.55K	+51.50%
Jun 30, 2025	DAVIDSON INVESTMENT ADVISORS	2.16%	132.3K	22.82M	4.97K	+3.90%
Jun 30, 2025	ANDERSON HOAGLAND & CO	1.93%	118.39K	20.42M	-538	-0.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	12.44K	2.15M	1.54K	+14.10%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.16%	9.9K	1.71M	-238	-2.35%
Jun 30, 2025	CAITLIN JOHN, LLC	0.16%	9.66K	1.67M	-1.46K	-13.09%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.48%	29.16K	5.03M	1.3K	+4.65%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.43%	26.34K	4.54M	18.79K	+248.88%
Jun 30, 2025	LINCOLN CAPITAL CORP	0.43%	26.28K	4.53M	245	+0.94%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.39%	23.92K	4.13M	11.3K	+89.59%
Jun 30, 2025	UMB BANK, N.A.	0.35%	21.58K	3.72M	-351	-1.60%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.35%	21.33K	3.68M	-829	-3.74%
Jun 30, 2025	NORTHWEST CAPITAL MANAGEMENT INC	0.11%	6.52K	1.12M	6.52K	+100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	5.37K	926.5K	64	+1.21%
Jun 30, 2025	SMITH, MOORE & CO.	0.08%	4.97K	857.79K	-2.4K	-32.59%
Jun 30, 2025	TFB ADVISORS LLC	0.08%	4.92K	848.03K	504	+11.42%
Jun 30, 2025	SYSTELLIGENCE, LLC	2.91%	178.52K	30.8M	33.2K	+22.85%
Jun 30, 2025	LPL FINANCIAL LLC	1.63%	99.81K	17.22M	-2.2K	-2.15%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.5%	92.11K	15.89M	11.66K	+14.49%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.79%	48.45K	8.36M	7.56K	+18.48%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	48.31K	8.34M	6.96K	+16.84%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.48%	29.3K	5.05M	29.3K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	21.65K	3.74M	21.65K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.35%	21.32K	3.68M	7.19K	+50.83%
Jun 30, 2025		0.12%	7.31K	1.26M	4.31K	+143.61%
Mar 31, 2025	LPL FINANCIAL LLC	1.78%	102K	15.47M	16.22K	+18.91%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.18%	10.14K	1.54M	410	+4.21%
Mar 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.19%	10.89K	1.65M	-4.22K	-27.91%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	16.55K	2.51M	-830	-4.78%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	0.39%	22.16K	3.36M	1.4K	+6.75%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	24.9K	3.78M	20.91K	+524.87%
Mar 31, 2025	LINCOLN CAPITAL CORP	0.45%	26.04K	3.95M	-828	-3.08%
Mar 31, 2025	SMITH, MOORE & CO.	0.13%	7.38K	1.12M	7.38K	+100.00%
Mar 31, 2025	UMB BANK, N.A.	0.38%	21.93K	3.33M	-4.27K	-16.31%
Mar 31, 2025	CERTUS WEALTH MANAGEMENT, LLC	0.16%	9.43K	1.52M	1.05K	+12.54%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	6.78%	387.99K	58.86M	310.18K	+398.60%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	8.38%	479.87K	72.8M	38.53K	+8.73%
Mar 31, 2025	COMPASS ION ADVISORS, LLC	0.12%	6.96K	1.06M	6.96K	+100.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.12%	7.04K	1.07M	2.44K	+53.22%
Mar 31, 2025	BLB&B ADVISORS, LLC	0.13%	7.25K	1.1M	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	7.55K	1.15M	7.55K	+100.00%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.13%	7.66K	1.16M	2.48K	+47.92%
Mar 31, 2025	COMERICA BANK	0.14%	7.84K	1.19M	-1.17K	-12.97%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	10.91K	1.65M	-250	-2.24%
Mar 31, 2025	CAITLIN JOHN, LLC	0.19%	11.12K	1.69M	-2.67K	-19.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.21%	11.79K	1.79M	8.1K	+219.65%
Mar 31, 2025	CABOT WEALTH MANAGEMENT INC	1.87%	106.97K	16.23M	-3.26K	-2.96%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.22%	12.62K	1.91M	3.5K	+38.37%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.24%	13.97K	2.12M	2.59K	+22.77%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	13.99K	2.12M	-17.54K	-55.62%
Mar 31, 2025	UBS GROUP AG	0.25%	14.14K	2.14M	483	+3.54%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.25%	14.33K	2.17M	5.58K	+63.85%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	16.54K	2.51M	1.91K	+13.06%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.49%	27.86K	4.23M	17.71K	+174.31%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	0.71%	40.89K	6.2M	1.15K	+2.90%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.72%	41.35K	6.27M	36.81K	+811.24%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	1.04%	59.73K	9.06M	59.73K	+100.00%
Mar 31, 2025	SCHULZ WEALTH, LTD.	1.51%	86.51K	13.12M	913	+1.07%
Mar 31, 2025	DAVIDSON INVESTMENT ADVISORS	2.22%	127.33K	19.32M	-715	-0.56%
Mar 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	4.71%	269.5K	40.89M	4.6K	+1.74%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	1.24%	70.97K	10.77M	8.31K	+13.27%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.3%	74.21K	11.26M	6.77K	+10.04%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.34%	19.61K	2.97M	765	+4.06%
Mar 31, 2025	BETTERMENT LLC	0.37%	21K	3.19M	21K	+100.00%
Mar 31, 2025	SYSTELLIGENCE, LLC	2.54%	145.32K	22.05M	49.35K	+51.42%
Mar 31, 2025	IAM ADVISORY, LLC	0.15%	8.35K	1.27M	35	+0.42%
Mar 31, 2025	FULLCIRCLE WEALTH LLC	0.15%	8.59K	1.31M	-19	-0.22%
Mar 31, 2025		0.16%	9.32K	1.41M	860	+10.16%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.41%	80.45K	12.2M	-786	-0.97%
Mar 31, 2025	MARINER, LLC	0.17%	9.81K	1.49M	3.21K	+48.70%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	5.06%	289.87K	43.98M	19.48K	+7.20%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.17%	9.83K	1.49M	4.73K	+92.60%
Mar 31, 2025	NOVA R WEALTH, INC.	0.22%	12.58K	1.91M	-56	-0.44%
Mar 31, 2025	ANDERSON HOAGLAND & CO	2.08%	118.93K	15.97M	-16.79K	-12.37%
Mar 31, 2025	ASPECT PARTNERS, LLC	0.13%	7.26K	1.1M	-1.16K	-13.79%

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