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

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

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in VFVA by -1.73% restricting it's holding to 19.69 thousand shares of worth nearly $2.61M. VISIONARY WEALTH ADVISORS also lessened -4.81% of the VFVA shares from its portfolio, reducing its holding to 9.47 thousand shares of worth $1.26M. MOSAIC FAMILY WEALTH PARTNERS, LLC also shunned VFVA shares holding by -0.43% last quarter which brought its holding to 2.11 thousand shares worth $279.55K.

Investors who are buying VFVA stock?

As per its latest 13F filing, BANK OF MONTREAL /CAN/ increased its stake in VFVA by 11.01% in the last quarter. The institutional holder raised its holding to 7.09 thousand shares having worth more than $940.96K. RFP FINANCIAL GROUP LLC also added 100% more shares of VFVA to its portfolio, raising its holding to 35.15 thousand shares of worth $4.67M. LEBENTHAL GLOBAL ADVISORS, LLC also increased its VFVA shares holding by 6.88% which brought its holding to 30.97 thousand shares worth $4.11M.

VFVA's major insiders: who are they?

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

Did an insider recently sell VFVA stock?

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

Which insider recently purchased VFVA stock?

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

How much of VFVA does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in VFVA?

GOLDMAN SACHS GROUP INC is the largest institutional owner in VFVA which holds 3.26 thousand shares worth $433.00K or 0.06% of the total VFVA shares outstanding followed by D.A. DAVIDSON & CO. with ownership of 5.66 thousand shares representing 0.11% of the VFVA ownership. BANK OF MONTREAL /CAN/ is the third largest stakeholder with 7.09 thousand shares or 0.14% of the ownership worth more than $940.96K.

Is Vanguard U.S. Value 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 VFVA is concerned, it is a stock which is optionable.

Is there a short position on VFVA's shares?

Number of VFVA 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 VFVA shares are there?

As of today, null shares of VFVA are outstanding.

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

VFVA 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 VFVA is null.

Vanguard US Value Factor ETF (VFVA) 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. GOLDMAN SACHS GROUP INC is the top corporate investor, holding 3.26K shares valued at $433.00K. A 0.06% stake in Vanguard U.S. Value Factor ETF is owned by the company. D.A. DAVIDSON & CO. owns 5.66K shares valued at $750.87K, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.06%	3.26K	433K	0	0
Dec 31, 2025	D.A. DAVIDSON & CO.	0.11%	5.66K	750.87K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.14%	7.09K	940.96K	703	+11.01%
Dec 31, 2025	RFP FINANCIAL GROUP LLC	0.68%	35.15K	4.67M	35.15K	+100.00%
Dec 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.59%	30.97K	4.11M	1.99K	+6.88%
Dec 31, 2025	ROYAL BANK OF CANADA	0.36%	19.69K	2.61M	-347	-1.73%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	10.35K	1.37M	1.2K	+13.11%
Dec 31, 2025	COMPASS ADVISORY GROUP LLC	0.2%	10.31K	1.37M	59	+0.58%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.17%	9.47K	1.26M	-479	-4.81%
Dec 31, 2025	FORTIS ADVISORS, LLC	0.13%	6.47K	859.49K	37	+0.57%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.06%	3.16K	419.59K	5	+0.16%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	2.7K	368.76K	2	+0.07%
Dec 31, 2025	SMART MONEY GROUP LLC	0.05%	2.5K	332.28K	11	+0.44%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.04%	2.16K	286.14K	41	+1.94%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.04%	2.17K	287.75K	186	+9.39%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	2.11K	279.55K	-9	-0.43%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.06%	3.12K	414.14K	0	0
Dec 31, 2025	HARA CAPITAL LLC	0.06%	3.15K	417.73K	2.04K	+184.71%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	3.62K	480.91K	3.62K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	4.34K	576.66K	0	0
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.11%	5.56K	738.39K	-48	-0.86%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	6.14K	814.56K	0	0
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.12%	6.35K	843.68K	-74	-1.15%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.5%	26.34K	3.5M	-3.62K	-12.09%
Dec 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	8.12%	428.22K	56.86M	447	+0.10%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	9.85%	519.85K	69.03M	13.03K	+2.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	20.25K	2.69M	-435	-2.10%
Dec 31, 2025	UBS GROUP AG	0.14%	7.6K	1.01M	-21.59K	-73.96%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.14%	7.51K	996.91K	441	+6.24%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	8.6K	1.14M	-580	-6.32%
Dec 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.16%	8.47K	1.12M	635	+8.11%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.17%	8.67K	1.15M	710	+8.92%
Dec 31, 2025	WHITTIER TRUST CO	0.17%	9.02K	1.23M	38	+0.42%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.62%	33.61K	4.46M	33.61K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	33.87K	4.5M	-4.05K	-10.67%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.25%	67.41K	8.95M	-382.44K	-85.01%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	4.38K	580.86K	127	+2.99%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.13%	7.09K	942K	240	+3.50%
Dec 31, 2025	MARINER, LLC	0.13%	6.91K	917.59K	0	0
Dec 31, 2025	ROCKINGSTONE ADVISORS LLC	0.14%	7.19K	954.95K	100	+1.41%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.49%	188.84K	25.07M	24.17K	+14.68%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.06%	3.34K	443.75K	0	0
Dec 31, 2025	SAVANT CAPITAL, LLC	0.17%	8.88K	1.18M	272	+3.16%
Dec 31, 2025	COREFIRST BANK & TRUST	0.21%	10.67K	1.42M	-1.66K	-13.45%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	11.4K	1.51M	-1.7K	-12.98%
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.25%	13.36K	1.77M	-100	-0.74%
Dec 31, 2025	BROWN ADVISORY INC	0.27%	14.41K	1.91M	-1.97K	-12.02%
Dec 31, 2025	CERITY PARTNERS LLC	0.28%	14.61K	1.94M	3.17K	+27.72%
Dec 31, 2025	MCILRATH & ECK, LLC	0.33%	17.56K	2.33M	-1.8K	-9.31%
Dec 31, 2025	UMB BANK, N.A.	0.93%	50.39K	6.69M	1.2K	+2.44%
Dec 31, 2025	STERLING MANOR FINANCIAL, LLC	1.19%	62.52K	8.3M	-199	-0.32%
Dec 31, 2025	LPL FINANCIAL LLC	1.19%	61.27K	8.14M	3.92K	+6.84%
Dec 31, 2025	ADVISER INVESTMENTS LLC	1.61%	83.01K	11.02M	-10.41K	-11.15%
Dec 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	1.79%	96.72K	12.84M	7.31K	+8.18%
Dec 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.8%	41.94K	5.57M	380	+0.91%
Dec 31, 2025	MOTIVE WEALTH ADVISORS	0.04%	1.94K	257.86K	-258	-11.73%
Dec 31, 2025		3.45%	182K	22.07M	-21.64K	-10.62%
Dec 31, 2025	ANDERSON HOAGLAND & CO	4.69%	247.54K	32.87M	-2.18K	-0.87%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.1%	5.23K	724.5K	-1	-0.02%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.05%	2.11K	269.2K	-8	-0.38%
Sep 30, 2025	LAM GROUP, INC.	0.04%	1.98K	252.53K	-20	-1.00%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.04%	1.81K	230.59K	-49	-2.64%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.04%	1.78K	227.02K	-40	-2.20%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.04%	1.63K	207.83K	-365	-18.30%
Sep 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	9.21%	427.77K	54.56M	4.28K	+1.01%
Sep 30, 2025	ROYAL BANK OF CANADA	0.43%	20.03K	2.56M	-1.02K	-4.82%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.28%	13.1K	1.67M	13.1K	+100.00%
Sep 30, 2025		4.39%	203.64K	25.97M	1.38K	+0.68%
Sep 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	1.93%	89.41K	11.4M	-3.6K	-3.87%
Sep 30, 2025	STERLING MANOR FINANCIAL, LLC	1.35%	62.71K	8M	-8K	-11.31%
Sep 30, 2025	BROWN ADVISORY INC	0.35%	16.37K	2.09M	-3.91K	-19.28%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.29%	13.46K	1.72M	-85	-0.63%
Sep 30, 2025	COREFIRST BANK & TRUST	0.27%	12.33K	1.57M	1.19K	+10.65%
Sep 30, 2025	CERITY PARTNERS LLC	0.25%	11.44K	1.46M	-121	-1.05%
Sep 30, 2025	COMPASS ADVISORY GROUP LLC	0.22%	10.25K	1.31M	22	+0.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	9.18K	1.17M	-139	-1.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	9.15K	1.17M	1.01K	+12.43%
Sep 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.17%	7.83K	998.81K	662	+9.23%
Sep 30, 2025	FORTIS ADVISORS, LLC	0.14%	6.44K	820.83K	-8.06K	-55.60%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.13%	5.81K	741.01K	5.81K	+100.00%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.11%	5.23K	667.17K	7	+0.13%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.09%	4.25K	541.78K	211	+5.23%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.07%	3.34K	426.24K	300	+9.86%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.17%	7.96K	1.02M	105	+1.34%
Sep 30, 2025	ROCKINGSTONE ADVISORS LLC	0.15%	7.09K	904.51K	1.03K	+16.89%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.15%	7.07K	901.33K	990	+16.29%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.12%	5.61K	715.37K	-930	-14.22%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.09%	4.34K	553.91K	-505	-10.42%
Sep 30, 2025	LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.	0.03%	1.59K	202.15K	1.59K	+100.00%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	10.92%	506.82K	64.64M	506.82K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.69%	449.86K	57.37M	442.52K	+6,034.68%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.55%	164.67K	21M	36.76K	+28.74%
Sep 30, 2025	ADVISER INVESTMENTS LLC	2.01%	93.42K	11.91M	-26.98K	-22.41%
Sep 30, 2025	LPL FINANCIAL LLC	1.24%	57.35K	7.31M	3.36K	+6.22%
Sep 30, 2025	UMB BANK, N.A.	1.06%	49.19K	6.27M	-5.1K	-9.40%
Sep 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.9%	41.56K	5.3M	41.56K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	20.68K	2.64M	-77	-0.37%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.21%	9.95K	1.27M	-1.15K	-10.39%
Sep 30, 2025	WHITTIER TRUST CO	0.19%	8.99K	1.16M	33	+0.37%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.14%	6.43K	819.83K	-82	-1.26%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	6.14K	782.42K	10	+0.16%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.12%	5.66K	721.24K	0	0
Sep 30, 2025	SMART MONEY GROUP LLC	0.05%	2.49K	317.82K	8	+0.32%
Sep 30, 2025	MOTIVE WEALTH ADVISORS	0.05%	2.2K	280.59K	0	0
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.65%	29.96K	3.82M	-1.83K	-5.77%
Sep 30, 2025	UBS GROUP AG	0.63%	29.19K	3.72M	-22.74K	-43.79%
Sep 30, 2025	ANDERSON HOAGLAND & CO	5.38%	249.72K	31.85M	-13.79K	-5.23%
Sep 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.62%	28.97K	3.69M	-149	-0.51%
Sep 30, 2025	MARINER, LLC	0.15%	6.91K	881.38K	-374	-5.13%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	3.16K	402.39K	-406	-11.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	37.92K	4.84M	73	+0.19%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.19%	8.61K	1.1M	8.61K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	6.38K	814.16K	182	+2.93%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.07%	3.12K	397.8K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	3.26K	415.91K	0	0
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.15%	6.85K	874K	-66	-0.95%
Sep 30, 2025	HARA CAPITAL LLC	0.02%	1.11K	140.93K	71	+6.87%
Sep 30, 2025	MCILRATH & ECK, LLC	0.42%	19.36K	2.47M	-529	-2.66%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.06%	2.74K	348.71K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	2.7K	344.63K	-246	-8.36%
Sep 30, 2025	US BANCORP \DE\	0.05%	2.13K	271.02K	2.13K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.05%	2.11K	269.62K	35	+1.68%
Jun 30, 2025	LPL FINANCIAL LLC	1.13%	53.99K	6.39M	7.78K	+16.83%
Jun 30, 2025	ADVISER INVESTMENTS LLC	2.52%	120.4K	14.24M	-389.41K	-76.38%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.39%	18.64K	290.35K	-29.89K	-61.60%
Jun 30, 2025	ROCKINGSTONE ADVISORS LLC	0.13%	6.07K	717.73K	-81	-1.32%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.11%	5.22K	617.96K	10	+0.19%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.06%	2.74K	324.04K	30	+1.11%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	2.12K	251.08K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.04%	2.08K	245.94K	17	+0.82%
Jun 30, 2025	LAM GROUP, INC.	0.04%	2K	236.6K	0	0
Jun 30, 2025	COMPASS ION ADVISORS, LLC	0.04%	2K	236.04K	11	+0.55%
Jun 30, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	8.87%	423.49K	50.1M	-470	-0.11%
Jun 30, 2025	ANDERSON HOAGLAND & CO	5.52%	263.51K	31.17M	3.26K	+1.25%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	2.68%	127.91K	15.13M	16.59K	+14.91%
Jun 30, 2025	BROWN ADVISORY INC	0.42%	20.29K	2.4M	0	0
Jun 30, 2025	FORTIS ADVISORS, LLC	0.3%	14.5K	1.71M	-12.38K	-46.06%
Jun 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.28%	13.55K	1.6M	559	+4.30%
Jun 30, 2025	COMPASS ADVISORY GROUP LLC	0.21%	10.23K	1.21M	-303	-2.88%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.16%	7.85K	929.13K	50	+0.64%
Jun 30, 2025	MARINER, LLC	0.15%	7.29K	861.77K	-213	-2.84%
Jun 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.15%	7.17K	848.09K	-1.72K	-19.37%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.14%	6.53K	772K	6.53K	+100.00%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.13%	6.08K	718.91K	862	+16.53%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	4.04K	477.56K	639	+18.81%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	3.56K	421.21K	-67	-1.85%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.07%	3.12K	368.98K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.06%	3.04K	360.11K	0	0
Jun 30, 2025	MENORA MIVTACHIM HOLDINGS LTD.	1.95%	93.01K	11M	33.67K	+56.74%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.67%	31.8K	3.76M	-57.68K	-64.46%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	9.32K	1.1M	-5	-0.05%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.14%	6.54K	774K	-12.05K	-64.83%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.14%	6.51K	770.13K	6.51K	+100.00%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.75%	35.65K	4.22M	-327	-0.91%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	21.05K	2.49M	90	+0.43%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.26%	12.3K	1.46M	63	+0.51%
Jun 30, 2025	CERITY PARTNERS LLC	0.24%	11.56K	1.37M	-297	-2.50%
Jun 30, 2025	COREFIRST BANK & TRUST	0.23%	11.14K	1.32M	1.75K	+18.66%
Jun 30, 2025	MCILRATH & ECK, LLC	0.42%	19.89K	2.35M	-1.5K	-6.99%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.23%	11.1K	1.31M	196	+1.80%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.14%	6.92K	818K	378	+5.78%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	6.13K	724.54K	-86	-1.38%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	37.85K	4.48M	-26K	-40.72%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	2.94K	362.49K	-749	-20.28%
Jun 30, 2025	SMART MONEY GROUP LLC	0.05%	2.48K	293.89K	-448	-15.28%
Jun 30, 2025	GRAYPOINT LLC	0.05%	2.42K	286.17K	0	0
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.05%	2.31K	273.04K	2.31K	+100.00%
Jun 30, 2025	STOKES FAMILY OFFICE, LLC	0.05%	2.25K	266.53K	-49	-2.13%
Jun 30, 2025	MOTIVE WEALTH ADVISORS	0.05%	2.2K	260.26K	0	0
Jun 30, 2025	MORGAN STANLEY	0.04%	2.04K	240.74M	946	+86.87%
Jun 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.61%	29.12K	3.44M	-58	-0.20%
Jun 30, 2025	STERLING MANOR FINANCIAL, LLC	1.48%	70.71K	8.37M	-1.35K	-1.87%
Jun 30, 2025	UMB BANK, N.A.	1.14%	54.3K	6.42M	364	+0.67%
Jun 30, 2025	UBS GROUP AG	1.09%	51.93K	6.14M	44.8K	+628.13%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	20.76K	2.46M	-1.32K	-5.99%
Jun 30, 2025	WHITTIER TRUST CO	0.19%	8.95K	1.06M	43	+0.48%
Jun 30, 2025		4.23%	202.26K	23.93M	6.59K	+3.37%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	8.14K	963K	581	+7.69%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	7.33K	867.49K	4.76K	+185.44%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.13%	6.2K	733.65K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.12%	5.66K	668.99K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	5.38K	636.34K	-387	-6.71%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	4.85K	573.52K	-333	-6.43%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	4.56K	539.57K	3.15K	+223.70%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	3.26K	385.78K	0	0
Jun 30, 2025	PARKWORTH WEALTH MANAGEMENT, INC.	0.18%	8.57K	1.01M	-4	-0.05%
Mar 31, 2025	COREFIRST BANK & TRUST	0.18%	9.39K	1.07M	1.25K	+15.29%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.21%	10.91K	1.24M	-854	-7.26%
Mar 31, 2025	CERITY PARTNERS LLC	0.23%	11.86K	1.35M	-857	-6.74%
Mar 31, 2025	ADVISER INVESTMENTS LLC	9.96%	509.81K	58.12M	-24.75K	-4.63%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	12.63K	1.44M	12.63K	+100.00%
Mar 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.25%	12.99K	1.48M	57	+0.44%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.35%	18.1K	2.06M	5.2K	+40.31%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.36%	18.59K	2.12M	-9.07K	-32.79%
Mar 31, 2025	BROWN ADVISORY INC	0.4%	20.29K	2.31M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.41%	20.96K	2.39M	166	+0.80%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.1%	5.21K	594.4K	-15	-0.29%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.1%	5.22K	594.51K	788	+17.80%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.11%	5.66K	644.67K	-65	-1.14%
Mar 31, 2025	STERLING MANOR FINANCIAL, LLC	1.41%	72.06K	8.21M	-38.27K	-34.69%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	3.63K	413.59K	22	+0.61%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	5.77K	657.32K	-358	-5.85%
Mar 31, 2025	ROCKINGSTONE ADVISORS LLC	0.12%	6.15K	700.87K	-1.51K	-19.67%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.12%	6.2K	706.98K	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.07%	3.4K	387.35K	1.23K	+56.73%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.07%	3.63K	413.59K	22	+0.61%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.15%	7.8K	889.63K	-215	-2.68%
Mar 31, 2025		0.17%	8.57K	977.18K	85	+1.00%
Mar 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.17%	8.89K	1.01M	1.77K	+24.87%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	1.75%	89.48K	10.2M	5.51K	+6.56%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	2.18%	111.32K	12.69M	111.32K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	3.69K	420.98K	1	+0.03%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	5.18K	590.63K	-375	-6.75%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	6.21K	708.09K	112	+1.84%
Mar 31, 2025	UBS GROUP AG	0.14%	7.13K	813.05K	-195	-2.66%
Mar 31, 2025	MARINER, LLC	0.15%	7.5K	854.76K	588	+8.51%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	7.56K	861K	93	+1.25%
Mar 31, 2025	WHITTIER TRUST CO	0.17%	8.91K	1.02M	39	+0.44%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	9.33K	1.06M	-124	-1.31%
Mar 31, 2025	COMPASS ADVISORY GROUP LLC	0.21%	10.53K	1.2M	2.29K	+27.73%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.7%	35.98K	4.1M	-485	-1.33%
Mar 31, 2025	MENORA MIVTACHIM HOLDINGS LTD.	1.16%	59.34K	6.76M	59.34K	+100.00%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.13%	6.54K	746K	848	+14.90%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.79%	40.44K	4.61M	-10.67K	-20.87%
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.95%	48.53K	499.85K	48.53K	+100.00%
Mar 31, 2025	UMB BANK, N.A.	1.05%	53.93K	6.15M	-4.03K	-6.95%
Mar 31, 2025	MORGANROSEL WEALTH MANAGEMENT, LLC	1.09%	55.54K	6.33M	727	+1.33%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.25%	63.84K	7.28M	-2.43K	-3.67%
Mar 31, 2025	MCILRATH & ECK, LLC	0.42%	21.39K	2.44M	-1.15K	-5.12%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.42%	21.5K	2.45M	-400	-1.83%
Mar 31, 2025	FORTIS ADVISORS, LLC	0.53%	26.88K	3.06M	169	+0.63%
Mar 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	0.57%	29.18K	3.33M	3.37K	+13.07%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	12.24K	1.39M	59	+0.48%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	22.08K	2.52M	19.75K	+848.18%
Mar 31, 2025	LPL FINANCIAL LLC	0.9%	46.21K	5.27M	36.67K	+384.12%
Mar 31, 2025	ANDERSON HOAGLAND & CO	5.09%	260.25K	25.38M	-7.17K	-2.68%
Mar 31, 2025	ARMBRUSTER CAPITAL MANAGEMENT, INC.	8.29%	423.96K	48.33M	3.32K	+0.79%

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