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

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

CERITY PARTNERS LLC, in the last quarter, reduced its stake in VFQY by -7.75% restricting it's holding to 1.61 thousand shares of worth nearly $246.53K. INTEGRATED WEALTH CONCEPTS LLC also lessened -19.88% of the VFQY shares from its portfolio, reducing its holding to 7.72 thousand shares of worth $1.18M. INTERACTIVE FINANCIAL ADVISORS, INC. also shunned VFQY shares holding by -3.61% last quarter which brought its holding to 7.7 thousand shares worth $1.18M.

Investors who are buying VFQY stock?

As per its latest 13F filing, BLACKSTON FINANCIAL ADVISORY GROUP, LLC increased its stake in VFQY by 0.14% in the last quarter. The institutional holder raised its holding to 1.45 thousand shares having worth more than $222.07K. MELFA WEALTH MANAGEMENT, LLC also added 1.21% more shares of VFQY to its portfolio, raising its holding to 1.59 thousand shares of worth $244.45K. APTUS CAPITAL ADVISORS, LLC also increased its VFQY shares holding by 0.34% which brought its holding to 1.76 thousand shares worth $270.16K.

VFQY's major insiders: who are they?

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

Did an insider recently sell VFQY stock?

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

Which insider recently purchased VFQY stock?

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

How much of VFQY does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in VFQY?

BLACKSTON FINANCIAL ADVISORY GROUP, LLC is the largest institutional owner in VFQY which holds 1.45 thousand shares worth $222.07K or 0.05% of the total VFQY shares outstanding followed by MELFA WEALTH MANAGEMENT, LLC with ownership of 1.59 thousand shares representing 0.06% of the VFQY ownership. CERITY PARTNERS LLC is the third largest stakeholder with 1.61 thousand shares or 0.06% of the ownership worth more than $246.53K.

Is Vanguard U.S. Quality 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 VFQY is concerned, it is a stock which is optionable.

Is there a short position on VFQY's shares?

Number of VFQY 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 VFQY shares are there?

As of today, null shares of VFQY are outstanding.

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

VFQY 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 VFQY is null.

Vanguard US Quality Factor ETF (VFQY) 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. BLACKSTON FINANCIAL ADVISORY GROUP, LLC is the top corporate investor, holding 1.45K shares valued at $222.07K. A 0.05% stake in Vanguard U.S. Quality Factor ETF is owned by the company. MELFA WEALTH MANAGEMENT, LLC owns 1.59K shares valued at $244.45K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.05%	1.45K	222.07K	2	+0.14%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	1.59K	244.45K	19	+1.21%
Dec 31, 2025	CERITY PARTNERS LLC	0.06%	1.61K	246.53K	-135	-7.75%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	1.76K	270.16K	6	+0.34%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	6.15K	942.74K	367	+6.35%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.27%	7.72K	1.18M	-1.92K	-19.88%
Dec 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.27%	7.7K	1.18M	-288	-3.61%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.28%	7.91K	1.21M	1.89K	+31.42%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.43%	12.08K	1.91M	-2.1K	-14.78%
Dec 31, 2025	COASTLINE TRUST CO	0.51%	14.39K	2.21M	-66	-0.46%
Dec 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.55%	15.39K	2.37M	3.17K	+25.97%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.58%	16.42K	2.52M	16.42K	+100.00%
Dec 31, 2025	BEACON FINANCIAL PLANNING, INC	0.68%	19.04K	2.92M	143	+0.76%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.85%	23.82K	3.65M	1.57K	+7.04%
Dec 31, 2025	CANNON WEALTH MANAGEMENT SERVICES, LLC	0.95%	26.53K	4.07M	22.06K	+493.20%
Dec 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.99%	27.66K	4.24M	-125	-0.45%
Dec 31, 2025	LPL FINANCIAL LLC	1.4%	39.27K	6.02M	1.26K	+3.31%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	1.71%	47.77K	7.33M	-42.93K	-47.33%
Dec 31, 2025	GENESIS WEALTH ADVISORS, LLC	2.02%	57.03K	8.75M	1.17K	+2.10%
Dec 31, 2025		0.93%	26.16K	4.01M	1.55K	+6.28%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	1.33K	204.5K	-962	-41.92%
Dec 31, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.05%	1.34K	206.03K	-11	-0.81%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.05%	1.38K	211.72K	0	0
Dec 31, 2025	ARROWROOT FAMILY OFFICE, LLC	0.15%	4.14K	635.26K	-59	-1.40%
Dec 31, 2025	GSG ADVISORS LLC	0.15%	4.28K	657.02K	14	+0.33%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.18%	4.97K	762.45K	0	0
Dec 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	2.39%	67.14K	10.3M	-1.82K	-2.64%
Dec 31, 2025	COLONY GROUP, LLC	2.75%	77.78K	11.93M	-1.75K	-2.20%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	4.18%	117.08K	17.96M	3.16K	+2.77%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	4.39K	693.27K	301	+7.37%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.61K	707.53K	0	0
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.2%	5.53K	848.84K	3.44K	+164.61%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	4.61%	129.73K	19.9M	3.48K	+2.75%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	6.64%	186.04K	28.54M	-1.44K	-0.77%
Dec 31, 2025	JPMORGAN CHASE & CO	0.06%	1.79K	274.6K	-748	-29.47%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	2K	306.82M	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.13%	3.62K	555.59K	-344	-8.67%
Dec 31, 2025	NWAM LLC	0.13%	3.63K	574.73K	-8.63K	-70.40%
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.13%	3.68K	564.94K	4	+0.11%
Dec 31, 2025	BIP WEALTH, LLC	0.14%	3.82K	586.39K	3.82K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	4.08K	625.39K	-1.33K	-24.61%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	4.06K	623K	243	+6.36%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	5.31K	814.76K	5.31K	+100.00%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.07%	2.08K	319K	-17	-0.81%
Dec 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	2.37K	362.82K	0	0
Dec 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.09%	2.55K	392.4K	504	+24.66%
Dec 31, 2025	ROYAL BANK OF CANADA	0.1%	2.97K	455K	-5	-0.17%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	3.31K	507.94K	433	+15.05%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	3.4K	521.59K	0	0
Dec 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.12%	3.43K	542.24K	-65	-1.86%
Dec 31, 2025	CREATIVE PLANNING	0.13%	3.63K	556.26K	-44	-1.20%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.16%	4.35K	667.18K	248	+6.05%
Dec 31, 2025	CAITLIN JOHN, LLC	0.19%	5.55K	851.5K	114	+2.10%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	2.05K	313.72K	451	+28.29%
Dec 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.11%	3.13K	495.54K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.11%	3.2K	490.76K	3.2K	+100.00%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.2%	5.8K	890.39K	1.02K	+21.40%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	8.86K	1.36M	-3.44K	-27.98%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.44%	12.19K	1.87M	39	+0.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.5%	14.14K	2.17M	2.63K	+22.89%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	39.88K	6.12M	1.49K	+3.88%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.41K	816K	281	+5.48%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	3.22%	90.7K	13.68M	-24.81K	-21.48%
Sep 30, 2025	COLONY GROUP, LLC	2.82%	79.52K	11.99M	9.58K	+13.70%
Sep 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	2.45%	68.96K	10.4M	939	+1.38%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.15%	4.1K	618.52K	610	+17.47%
Sep 30, 2025	CREATIVE PLANNING	0.13%	3.67K	553.45K	1	+0.03%
Sep 30, 2025	JANE STREET GROUP, LLC	0.1%	2.88K	434.07K	-1.18K	-29.11%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.14%	4.02K	606.96K	-6.97K	-63.40%
Sep 30, 2025	ROYAL BANK OF CANADA	0.11%	2.97K	448K	-57	-1.88%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.1%	2.87K	411.9K	1.43K	+100.00%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.07%	2.09K	315.37K	2.09K	+100.00%
Sep 30, 2025	GENESIS WEALTH ADVISORS, LLC	1.98%	55.86K	8.42M	725	+1.32%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.36%	38.39K	5.79M	1.12K	+3.01%
Sep 30, 2025	LPL FINANCIAL LLC	1.35%	38.01K	5.73M	323	+0.86%
Sep 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	0.99%	27.79K	4.19M	789	+2.92%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.79%	22.25K	3.36M	27	+0.12%
Sep 30, 2025	BEACON FINANCIAL PLANNING, INC	0.67%	18.9K	2.85M	399	+2.16%
Sep 30, 2025	COASTLINE TRUST CO	0.51%	14.45K	2.18M	-221	-1.51%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.43%	12.15K	1.83M	33	+0.27%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	11.51K	1.74M	2.9K	+33.65%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.3%	8.4K	1.27M	8.4K	+100.00%
Sep 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.28%	7.98K	1.2M	-237	-2.88%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	4.09K	614.94K	-898	-18.02%
Sep 30, 2025	CANNON WEALTH MANAGEMENT SERVICES, LLC	0.16%	4.47K	674.63K	2.52K	+129.15%
Sep 30, 2025	GSG ADVISORS LLC	0.15%	4.27K	645.26K	11	+0.26%
Sep 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.15%	4.2K	633.5K	299	+7.66%
Sep 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.13%	3.68K	554.88K	61	+1.69%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.08%	2.37K	356.69K	0	0
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	2.3K	346.14K	20	+0.88%
Sep 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.12%	3.5K	530.22K	1	+0.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.09%	2.54K	382.79K	685	+36.97%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.07%	2.1K	316K	1	+0.05%
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.07%	2.04K	308.89K	588	+40.38%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.5%	14.18K	2.16M	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	12.3K	1.86M	450	+3.80%
Sep 30, 2025	NWAM LLC	0.44%	12.26K	1.85M	2.2K	+21.84%
Sep 30, 2025	ROYAL FUND MANAGEMENT, LLC	0.43%	12.22K	1.85M	-773	-5.95%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.34%	9.64K	1.45M	606	+6.71%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.21%	6.02K	908.28K	3.71K	+160.81%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.21%	5.78K	871.4K	-243	-4.04%
Sep 30, 2025	CAITLIN JOHN, LLC	0.19%	5.44K	819.9K	-140	-2.51%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.18%	4.97K	749.58K	0	0
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.17%	4.78K	721.08K	-467	-8.90%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	4.61K	695.59K	-117	-2.47%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	3.82K	576K	-18	-0.47%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	3.4K	512.8K	-100	-2.86%
Sep 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.11%	3.13K	471.92K	0	0
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	2K	301.64K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.14%	3.97K	598.19K	-505	-11.30%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	1.76K	264.69K	5	+0.29%
Sep 30, 2025	CERITY PARTNERS LLC	0.06%	1.74K	262.73K	0	0
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.06%	1.59K	240.41K	1.59K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	1.57K	237.46K	30	+1.94%
Sep 30, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.05%	1.45K	218.13K	-43	-2.89%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.05%	1.38K	208.15K	1.38K	+100.00%
Sep 30, 2025	QUOTIENT WEALTH PARTNERS, LLC	0.05%	1.35K	204.21K	1.35K	+100.00%
Sep 30, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	0.05%	1.33K	200.59K	1.33K	+100.00%
Sep 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.03%	900	135.74K	0	0
Sep 30, 2025	UBS GROUP AG	0.03%	756	114.02K	-1.68K	-68.91%
Sep 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.02%	695	104.82K	295	+73.75%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	6.66%	187.48K	28.28M	3.02K	+1.64%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	4.48%	126.26K	19.04M	3.37K	+2.74%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	4.04%	113.92K	17.18M	1.22K	+1.08%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.18%	4.97K	714.29K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.13K	737K	-73	-1.40%
Jun 30, 2025	CANNON WEALTH MANAGEMENT SERVICES, LLC	0.07%	1.95K	280.54K	1.95K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	1.74K	250.36K	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	1.75K	251.55K	5	+0.29%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.07%	2K	287.44K	0	0
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	2.1K	301K	-63	-2.92%
Jun 30, 2025	GSG ADVISORS LLC	0.16%	4.26K	611.89K	14	+0.33%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.06%	1.54K	221.97K	16	+1.05%
Jun 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.05%	1.46K	214.33K	1.46K	+100.00%
Jun 30, 2025	TIDEMARK, LLC	0.01%	278	39.95K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.34%	9.04K	1.3M	337	+3.87%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.83%	22.22K	3.19M	1.88K	+9.26%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	4.57%	122.89K	17.66M	6.73K	+5.79%
Jun 30, 2025	SECURITY FINANCIAL SERVICES, INC.	0.13%	3.62K	519.98K	3	+0.08%
Jun 30, 2025	CREATIVE PLANNING	0.14%	3.67K	527.24K	1.92K	+109.78%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	3.5K	503.02K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	4.06K	583.5K	4.06K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	4.73K	679.65K	117	+2.54%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	6.86%	184.46K	26.51M	-658	-0.36%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	4.3%	115.51K	16.6M	-5.59K	-4.62%
Jun 30, 2025	BEACON FINANCIAL PLANNING, INC	0.69%	18.5K	2.66M	-922	-4.75%
Jun 30, 2025	COASTLINE TRUST CO	0.55%	14.67K	2.11M	74	+0.51%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.53%	14.18K	2.09M	-480	-3.28%
Jun 30, 2025	ROYAL FUND MANAGEMENT, LLC	0.48%	12.99K	1.87M	394	+3.13%
Jun 30, 2025	NWAM LLC	0.37%	10.06K	1.47M	4.31K	+74.75%
Jun 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.31%	8.22K	1.18M	96	+1.18%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	4.98K	733.49K	27	+0.54%
Jun 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.15%	3.9K	560.69K	3.9K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	3.84K	552K	-261	-6.37%
Jun 30, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.13%	3.5K	517.48K	0	0
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.13%	3.49K	501.73K	405	+13.12%
Jun 30, 2025	DESTINY WEALTH PARTNERS, LLC	0.12%	3.13K	449.7K	0	0
Jun 30, 2025	UBS GROUP AG	0.09%	2.43K	349.53K	-862	-26.17%
Jun 30, 2025		0.07%	1.95K	280.54K	1.95K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	11.85K	1.7M	2.84K	+31.54%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	2.45K	352.55K	-1.3K	-34.66%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.09%	2.37K	339.9K	0	0
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.09%	2.31K	331.89K	-438	-15.94%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.08%	2.28K	326.96K	437	+23.78%
Jun 30, 2025	COLONY GROUP, LLC	2.6%	69.94K	10.05M	1.46K	+2.13%
Jun 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	2.53%	68.02K	9.78M	-1.55K	-2.23%
Jun 30, 2025	GENESIS WEALTH ADVISORS, LLC	2.05%	55.13K	7.92M	3.06K	+5.88%
Jun 30, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	1%	27K	3.88M	957	+3.67%
Jun 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.05%	1.43K	205.95K	1.43K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	3.03K	435K	-822	-21.36%
Jun 30, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.06%	1.49K	213.98K	-35	-2.30%
Jun 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.03%	900	129.35K	0	0
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.02%	561	80.69K	-49	-8.03%
Jun 30, 2025	FIRST COMMUNITY TRUST NA	0.02%	450	64.67K	-451	-50.06%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	442	63.53K	442	+100.00%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.01%	400	57.49K	0	0
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	4.19%	112.7K	16.2M	61.05K	+118.19%
Jun 30, 2025	LPL FINANCIAL LLC	1.4%	37.69K	5.42M	-1.09K	-2.82%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.56%	14.93K	2.15M	-26	-0.17%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.39%	37.27K	5.36M	19.15K	+105.70%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.37%	9.83K	1.41M	9.83K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	8.61K	1.24M	5.9K	+217.44%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	6.02K	865.3K	-919	-13.24%
Jun 30, 2025	CAITLIN JOHN, LLC	0.21%	5.58K	801.38K	-820	-12.82%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.45%	12.12K	1.74M	39	+0.32%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.41%	10.99K	1.58M	159	+1.47%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.2%	5.25K	754.24K	-4.41K	-45.68%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.12%	3.09K	412.46K	459	+17.47%
Mar 31, 2025	DESTINY WEALTH PARTNERS, LLC	0.12%	3.13K	418.21K	0	0
Mar 31, 2025	KRAFT, DAVIS & ASSOCIATES, LLC	0.14%	3.5K	440.54K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	3.5K	467.79K	35	+1.01%
Mar 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.14%	3.62K	483.13K	-27	-0.74%
Mar 31, 2025	CITADEL ADVISORS LLC	0.14%	3.66K	488.77K	1.06K	+40.60%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	3.75K	501.74K	73	+1.98%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	18.12K	2.42M	17.53K	+2,981.46%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	2%	51.65K	6.9M	9.6K	+22.81%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.34%	8.7K	1.16M	-107	-1.22%
Mar 31, 2025	GENESIS WEALTH ADVISORS, LLC	2.02%	52.07K	6.96M	3.03K	+6.17%
Mar 31, 2025	CREATIVE PLANNING	0.07%	1.75K	233.77K	0	0
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	1.84K	245.66K	1.84K	+100.00%
Mar 31, 2025	HOBART PRIVATE CAPITAL, LLC	4.69%	121.1K	16.19M	20.1K	+19.91%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.09%	2.37K	316.09K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.09%	2.22K	297.25K	-10	-0.45%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.08%	2K	268.48K	-2K	-50.00%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.08%	2.16K	288K	2.16K	+100.00%
Mar 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.11%	2.75K	367.2K	213	+8.41%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	4.5%	116.16K	15.53M	3.46K	+3.07%
Mar 31, 2025	BEACON FINANCIAL PLANNING, INC	0.75%	19.42K	2.6M	331	+1.73%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.79%	20.34K	2.72M	629	+3.19%
Mar 31, 2025	ROYAL BANK OF CANADA	0.15%	3.85K	514K	-278	-6.74%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	4.1K	548K	-15.46K	-79.04%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	7.17%	185.12K	24.74M	5.74K	+3.20%
Mar 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.31%	8.13K	1.09M	-37	-0.45%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	9.01K	1.2M	205	+2.33%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.37%	9.66K	1.29M	4.71K	+95.07%
Mar 31, 2025	GSG ADVISORS LLC	0.16%	4.24K	547.57K	14	+0.33%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	4.96K	662.46K	559	+12.71%
Mar 31, 2025	NWAM LLC	0.22%	5.76K	769.73K	1.63K	+39.44%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.27%	6.94K	927.52K	50	+0.73%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.42%	10.84K	1.45M	-2K	-15.61%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.47%	12.08K	1.61M	39	+0.32%
Mar 31, 2025	ROYAL FUND MANAGEMENT, LLC	0.49%	12.6K	1.7M	6.61K	+110.58%
Mar 31, 2025	UBS GROUP AG	0.13%	3.29K	440.26K	1.92K	+140.09%
Mar 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	2.69%	69.57K	9.3M	1.33K	+1.95%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	1.75K	233.18K	-108	-5.83%
Mar 31, 2025	COLONY GROUP, LLC	2.65%	68.49K	9.15M	474	+0.70%
Mar 31, 2025	PROFESSIONAL FINANCIAL ADVISORS, LLC	1.01%	26.04K	3.48M	1.46K	+5.93%
Mar 31, 2025	CERITY PARTNERS LLC	0.07%	1.74K	232.83K	-354	-16.89%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.11%	2.71K	362.47K	2.57K	+1,744.90%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.18%	4.61K	616.41K	0	0
Mar 31, 2025	D.A. DAVIDSON & CO.	0.19%	4.97K	664.26K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	5.2K	695K	87	+1.70%
Mar 31, 2025	CAITLIN JOHN, LLC	0.25%	6.4K	854.85K	-1.61K	-20.11%
Mar 31, 2025	COASTLINE TRUST CO	0.57%	14.6K	1.95M	-2.15K	-12.85%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.57%	14.66K	1.96M	14.66K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.58%	14.95K	2M	1.07K	+7.72%
Mar 31, 2025	LPL FINANCIAL LLC	1.5%	38.78K	5.18M	-47.02K	-54.80%

Frequently Asked Questions