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

Who are the major shareholders selling Vanguard Long-Term Treasury ETF stock?

CASSADAY & CO WEALTH MANAGEMENT LLC, in the last quarter, reduced its stake in VGLT by -17.8% restricting it's holding to 4 million shares of worth nearly $220.80M. ALLWORTH FINANCIAL LP also lessened -7.2% of the VGLT shares from its portfolio, reducing its holding to 305.84 thousand shares of worth $16.88M. BETTERMENT LLC also shunned VGLT shares holding by -2.76% last quarter which brought its holding to 335.76 thousand shares worth $18.53M.

Investors who are buying VGLT stock?

As per its latest 13F filing, VIDENT ADVISORY, LLC increased its stake in VGLT by 34.21% in the last quarter. The institutional holder raised its holding to 301.08 thousand shares having worth more than $16.61M. HIGHTOWER ADVISORS, LLC also added 3.44% more shares of VGLT to its portfolio, raising its holding to 297.97 thousand shares of worth $16.44M. RETIREMENT FINANCIAL SOLUTIONS, LLC also increased its VGLT shares holding by 15.26% which brought its holding to 367.01 thousand shares worth $20.25M.

VGLT's major insiders: who are they?

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

Did an insider recently sell VGLT stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Long-Term Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which VGLT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VGLT stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Long-Term Treasury ETF insiders have bought stock, totalling 0 shares

How much of VGLT does insiders own?

Around 0 Vanguard Long-Term Treasury ETF shares are held by insiders, which represents about N/A of VGLT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VGLT?

CASSADAY & CO WEALTH MANAGEMENT LLC is the largest institutional owner in VGLT which holds 4 million shares worth $220.80M or 1.46% of the total VGLT shares outstanding followed by ALLWORTH FINANCIAL LP with ownership of 305.84 thousand shares representing 0.11% of the VGLT ownership. VIDENT ADVISORY, LLC is the third largest stakeholder with 301.08 thousand shares or 0.11% of the ownership worth more than $16.61M.

Is Vanguard Long-Term Treasury 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 VGLT is concerned, it is a stock which is optionable.

Is there a short position on VGLT's shares?

Number of VGLT 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 VGLT shares are there?

As of today, null shares of VGLT are outstanding.

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

VGLT 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 VGLT is null.

Vanguard Long-Term Treasury ETF (VGLT) 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. CASSADAY & CO WEALTH MANAGEMENT LLC is the top corporate investor, holding 4M shares valued at $220.80M. A 1.46% stake in Vanguard Long-Term Treasury ETF is owned by the company. ALLWORTH FINANCIAL LP owns 305.84K shares valued at $16.88M, which translates its holding of 0.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	1.46%	4M	220.8M	-866.32K	-17.80%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.11%	305.84K	16.88M	-23.72K	-7.20%
Jun 30, 2026	VIDENT ADVISORY, LLC	0.11%	301.08K	16.61M	76.74K	+34.21%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	297.97K	16.44M	9.9K	+3.44%
Jun 30, 2026	BETTERMENT LLC	0.12%	335.76K	18.53M	-9.52K	-2.76%
Jun 30, 2026	RETIREMENT FINANCIAL SOLUTIONS, LLC	0.13%	367.01K	20.25M	48.6K	+15.26%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.15%	421.25K	23.24M	25.97K	+6.57%
Jun 30, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.16%	429.6K	23.71M	35.76K	+9.08%
Jun 30, 2026	FIRST FINANCIAL BANKSHARES INC	0.16%	433.14K	23.9M	12.67K	+3.01%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.17%	475.92K	26.26M	-223.31K	-31.94%
Jun 30, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.18%	494.12K	27.27M	49.31K	+11.08%
Jun 30, 2026	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.23%	640K	35.32M	0	0
Jun 30, 2026	QUADRATIC CAPITAL MANAGEMENT LLC	0.24%	665.75K	36.74M	559.92K	+529.11%
Jun 30, 2026	COLONY GROUP, LLC	0.25%	680.05K	37.52M	-15.57K	-2.24%
Jun 30, 2026	FACET WEALTH, INC.	0.25%	696.8K	38.45M	92.04K	+15.22%
Jun 30, 2026	FORUM FINANCIAL MANAGEMENT, LP	0.26%	698.52K	38.54M	-197.69K	-22.06%
Jun 30, 2026	ASSETMARK, INC	0.27%	726.06K	40.06M	-76.41K	-9.52%
Jun 30, 2026	TIFF ADVISORY SERVICES INC	0.27%	748.53K	41.3M	-618	-0.08%
Jun 30, 2026	BARRY INVESTMENT ADVISORS, LLC	0.28%	752.01K	41.5M	24.47K	+3.36%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.31%	843.3K	46.53M	51.79K	+6.54%
Jun 30, 2026	CITIGROUP INC	0.31%	843.87K	46.56M	11.78K	+1.42%
Jun 30, 2026	JPMORGAN CHASE & CO	0.33%	891.79K	49.74M	206.95K	+30.22%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.35%	967.46K	53.38M	100.38K	+11.58%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.37%	1.01M	55.56M	-42.96K	-4.09%
Jun 30, 2026	RAINWATER CHARITABLE FOUNDATION	0.39%	1.07M	59.1M	184.65K	+20.83%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.4%	1.09M	60.42M	70.67K	+6.90%
Jun 30, 2026	UBS GROUP AG	0.4%	1.11M	60.98M	-11.66K	-1.04%
Jun 30, 2026	HAMILTON CAPITAL PARTNERS INC.	0.4%	1.11M	61.03M	41.83K	+3.93%
Jun 30, 2026	NEPC LLC	3.24%	8.86M	488.94M	457.79K	+5.45%
Jun 30, 2026	NOTTINGHAM ADVISORS, INC.	0.11%	290.32K	22.22M	-112.53K	-27.93%
Jun 30, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.1%	277.97K	15.34M	-79.67K	-22.28%
Jun 30, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.1%	273.04K	15.07M	8.7K	+3.29%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.29%	3.53M	194.82M	762.41K	+27.54%
Jun 30, 2026	LPL FINANCIAL LLC	0.92%	2.53M	139.43M	237.15K	+10.36%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.71%	1.94M	107.11M	-435.11K	-18.31%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.4%	1.09M	60.27M	-454.94K	-29.40%
Jun 30, 2026	ANNEX ADVISORY SERVICES, LLC	0.59%	1.63M	89.69M	1.61M	+13,989.53%
Jun 30, 2026	FINANCIAL LIFE ADVISORS	0.11%	309.81K	17.1M	16.93K	+5.78%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.34%	921.38K	50.84M	117.26K	+14.58%
Jun 30, 2026	TREASURER OF THE STATE OF NORTH CAROLINA	0.67%	1.82M	100.6M	1.82M	+100.00%
Jun 30, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.13%	356.03K	19.65M	33.43K	+10.36%
Jun 30, 2026	HARVEST PORTFOLIOS GROUP INC.	0.13%	358.56K	19.79M	-134.77K	-27.32%
Jun 30, 2026	GLEASON GROUP, INC.	0.13%	359.95K	19.86M	4.23K	+1.19%
Jun 30, 2026	GTS SECURITIES LLC	0.14%	371.07K	20.48M	371.07K	+100.00%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.14%	392.19K	21.64M	-14.61K	-3.59%
Jun 30, 2026	GENWEALTH GROUP, INC.	0.15%	414.33K	22.86M	20.49K	+5.20%
Jun 30, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	1%	2.73M	150.77M	41.88K	+1.56%
Jun 30, 2026	MANNING & NAPIER ADVISORS LLC	1.13%	3.08M	171.8M	2.43M	+373.40%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.62%	7.16M	387.44M	240.5K	+3.48%
Jun 30, 2026	JOHNSON INVESTMENT COUNSEL INC	0.09%	248.84K	13.73M	-2.07K	-0.83%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	265.43K	14.65M	141.75K	+114.61%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.1%	268.34K	14.81M	241.29K	+891.80%
Jun 30, 2026		0.4%	1.11M	61.03M	41.83K	+3.93%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.92%	5.25M	289.72M	-13.95K	-0.26%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	512.19K	28.26M	6.59K	+1.30%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.18%	495.85K	27.36M	57.2K	+13.04%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.13%	348.67K	19.24M	-117.13K	-25.15%
Jun 30, 2026	STRATEGIC FINANCIAL SERVICES, INC,	0.49%	1.34M	73.74M	28.09K	+2.15%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	342.5K	18.51M	8.19K	+2.45%
Jun 30, 2026	EMPOWER ADVISORY GROUP, LLC	6.19%	16.92M	933.65M	1.38M	+8.85%
Jun 30, 2026	MORGAN STANLEY	4.48%	12.24M	675.24M	372.44K	+3.14%
Jun 30, 2026	VOYA INVESTMENT MANAGEMENT LLC	3.44%	9.42M	519.66M	902.22K	+10.60%
Mar 31, 2026	LPL FINANCIAL LLC	0.81%	2.29M	126.74M	191.73K	+9.14%
Mar 31, 2026	FIFTH THIRD BANCORP	0.43%	1.21M	67.05M	1.21M	+141,574.74%
Mar 31, 2026	UBS GROUP AG	0.4%	1.12M	61.82M	-117.27K	-9.50%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.98%	2.77M	153.23M	469.74K	+20.44%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.55%	1.55M	85.61M	244.06K	+18.73%
Mar 31, 2026	BETTERMENT LLC	0.13%	345.27K	19.11M	8.83K	+2.62%
Mar 31, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	1.73%	4.87M	269.46M	147.42K	+3.12%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	334.32K	18.51M	-214.87K	-39.12%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.37%	1.05M	58.12M	9.97K	+0.96%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.37%	1.04M	57.36M	-8.07K	-0.77%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.36%	1.02M	56.7M	129.33K	+14.45%
Mar 31, 2026	FORUM FINANCIAL MANAGEMENT, LP	0.32%	896.21K	49.61M	153.2K	+20.62%
Mar 31, 2026	RAINWATER CHARITABLE FOUNDATION	0.31%	886.45K	49.07M	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.31%	867.09K	48M	129.01K	+17.48%
Mar 31, 2026	CITIGROUP INC	0.3%	832.09K	46.06M	-386.68K	-31.73%
Mar 31, 2026	IRONWOOD WEALTH MANAGEMENT, LLC.	0.29%	809.47K	44.81M	18.78K	+2.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.29%	804.12K	44.51M	88.05K	+12.30%
Mar 31, 2026	ASSETMARK, INC	0.28%	802.47K	44.42M	14.6K	+1.85%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.87%	5.26M	291.41M	-1.9M	-26.56%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.28%	791.5K	43.81M	-3.95K	-0.50%
Mar 31, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.12%	322.6K	17.86M	69.11K	+27.26%
Mar 31, 2026	RETIREMENT FINANCIAL SOLUTIONS, LLC	0.12%	318.41K	17.63M	2.97K	+0.94%
Mar 31, 2026		0.11%	293.77K	16.26M	16.27K	+5.86%
Mar 31, 2026	FINANCIAL LIFE ADVISORS	0.11%	292.88K	16.21M	13.71K	+4.91%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	288.08K	15.95M	150.62K	+109.58%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.11%	274.2K	15.18M	-56.64K	-17.12%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.1%	264.33K	14.63M	5.53K	+2.14%
Mar 31, 2026	VOYA INVESTMENT MANAGEMENT LLC	3.02%	8.52M	471.37M	29.2K	+0.34%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	5.52%	15.54M	860.45M	1.13M	+7.86%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.67%	6.92M	383.32M	122.05K	+1.80%
Mar 31, 2026	ROYAL BANK OF CANADA	0.17%	486.53K	26.93M	201.18K	+70.50%
Mar 31, 2026	GLEASON GROUP, INC.	0.13%	355.72K	19.69M	2.54K	+0.72%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	0.13%	357.64K	19.8M	357.64K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	370.1K	20.49M	280K	+310.77%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.14%	402.84K	22.3M	48.63K	+13.73%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.14%	406.8K	22.52M	183.7K	+82.34%
Mar 31, 2026	FIRST FINANCIAL BANKSHARES INC	0.15%	420.46K	23.27M	4.61K	+1.11%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.16%	438.65K	24.28M	-16	0.00%
Mar 31, 2026	CHECCHI CAPITAL ADVISERS, LLC	0.16%	444.81K	24.62M	35.87K	+8.77%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.17%	465.8K	25.78M	-19.87K	-4.09%
Mar 31, 2026	HARVEST PORTFOLIOS GROUP INC.	0.18%	493.33K	27.31M	-89.58K	-15.37%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	505.61K	27.99M	32.78K	+6.93%
Mar 31, 2026	FACET WEALTH, INC.	0.21%	604.76K	33.48M	50.57K	+9.13%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	605.35K	33.51M	34.27K	+6.00%
Mar 31, 2026	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.23%	640K	35.43M	70K	+12.28%
Mar 31, 2026	MANNING & NAPIER ADVISORS LLC	0.23%	650.6K	36.02M	175.23K	+36.86%
Mar 31, 2026	JPMORGAN CHASE & CO	0.24%	684.84K	37.92M	87.89K	+14.72%
Mar 31, 2026	COLONY GROUP, LLC	0.25%	695.61K	38.52M	-18.84K	-2.64%
Mar 31, 2026	NEPC LLC	2.98%	8.4M	465.15M	640.06K	+8.25%
Mar 31, 2026	MORGAN STANLEY	4.21%	11.86M	656.77M	970.58K	+8.91%
Mar 31, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.14%	393.84K	21.8M	393.84K	+100.00%
Mar 31, 2026	GENWEALTH GROUP, INC.	0.14%	393.84K	21.8M	40.83K	+11.57%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.14%	395.29K	21.88M	15.33K	+4.04%
Mar 31, 2026	BARRY INVESTMENT ADVISORS, LLC	0.26%	727.54K	40.27M	10.05K	+1.40%
Mar 31, 2026	TIFF ADVISORY SERVICES INC	0.27%	749.15K	41.47M	213.29K	+39.80%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.25%	699.23K	38.71M	-237	-0.03%
Mar 31, 2026	JOHNSON INVESTMENT COUNSEL INC	0.1%	250.91K	13.89M	250.91K	+100.00%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.96%	2.69M	148.93M	179.73K	+7.16%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.92%	2.38M	131.54M	-306K	-11.41%
Mar 31, 2026	STRATEGIC FINANCIAL SERVICES, INC,	0.46%	1.31M	72.42M	34.97K	+2.75%
Dec 31, 2025	DUNHILL FINANCIAL, LLC	0.21%	548.13K	31.33M	90.11K	+19.67%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.17%	438.67K	24.48M	11.72K	+2.75%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.12%	314.41K	17.54M	442	+0.14%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	285.36K	15.92M	-22.48K	-7.30%
Dec 31, 2025	FINANCIAL LIFE ADVISORS	0.11%	279.17K	15.58M	41.02K	+17.22%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.52%	1.3M	72.72M	89.99K	+7.42%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.28%	699.47K	39.03M	-15.6K	-2.18%
Dec 31, 2025	JPMORGAN CHASE & CO	0.23%	596.95K	33.31M	-177.43K	-22.91%
Dec 31, 2025	HARVEST PORTFOLIOS GROUP INC.	0.23%	582.91K	32.53M	-142.98K	-19.70%
Dec 31, 2025	COLONY GROUP, LLC	0.28%	714.45K	39.87M	-10.67K	-1.47%
Dec 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.28%	717.5K	40.04M	-6.85K	-0.95%
Dec 31, 2025	MORGAN STANLEY	4.31%	10.89M	607.89M	1.56M	+16.75%
Dec 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	3.31%	8.49M	473.53M	284.69K	+3.47%
Dec 31, 2025	NEPC LLC	3.07%	7.76M	433.18M	878.87K	+12.77%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.84%	7.17M	399.99M	862.92K	+13.69%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	571.08K	31.87M	41.77K	+7.89%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	263.1K	14.68M	-3.01K	-1.13%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	268.45K	14.98M	11.36K	+4.42%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	5.61%	14.41M	804.18M	1.02M	+7.60%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.14%	354.22K	19.77M	-34.16K	-8.80%
Dec 31, 2025	GLEASON GROUP, INC.	0.14%	353.19K	19.71M	5.17K	+1.49%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	0.14%	360.51K	20.12M	11.97K	+3.43%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.15%	379.95K	21.2M	19.37K	+5.37%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	472.82K	26.38M	453.02K	+2,288.11%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.99%	2.51M	140.1M	483.74K	+23.86%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.69%	6.8M	379.03M	-1.99M	-22.64%
Dec 31, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.16%	408.94K	22.82M	38.87K	+10.50%
Dec 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.16%	415.86K	23.2M	5.47K	+1.33%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	716.06K	39.96M	35.23K	+5.17%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.28%	743.01K	41.46M	-90.44K	-10.85%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.29%	738.08K	41.18M	90.68K	+14.01%
Dec 31, 2025	ASSETMARK, INC	0.3%	787.87K	43.96M	-19.41K	-2.40%
Dec 31, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.3%	790.69K	44.12M	34.52K	+4.56%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.31%	778.84K	43.46M	2.51K	+0.32%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.32%	795.45K	44.39M	6.46K	+0.82%
Dec 31, 2025	RAINWATER CHARITABLE FOUNDATION	0.34%	886.45K	49.46M	34.8K	+4.09%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.35%	894.92K	49.94M	69.07K	+8.36%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.4%	1.04M	58.03M	56.11K	+5.70%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.4%	1.04M	58.27M	-2.38K	-0.23%
Dec 31, 2025	COMERICA BANK	0.46%	1.2M	66.69M	136.22K	+12.86%
Dec 31, 2025	CITIGROUP INC	0.47%	1.22M	68.01M	-48.81K	-3.85%
Dec 31, 2025	UBS GROUP AG	0.49%	1.23M	68.86M	367.09K	+42.34%
Dec 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.5%	1.27M	71.21M	87.2K	+7.35%
Dec 31, 2025	LPL FINANCIAL LLC	0.82%	2.1M	117.06M	460.46K	+28.12%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	2.3M	128.25M	293.3K	+14.63%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.02%	2.68M	149.67M	-225.26K	-7.75%
Dec 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	1.21%	3.06M	170.94M	0	0
Dec 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	1.8%	4.72M	263.4M	165.85K	+3.64%
Dec 31, 2025	RETIREMENT FINANCIAL SOLUTIONS, LLC	0.12%	315.44K	17.6M	148.71K	+89.19%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	330.83K	18.46M	9.13K	+2.84%
Dec 31, 2025	BETTERMENT LLC	0.13%	336.44K	18.77M	5.52K	+1.67%
Dec 31, 2025	GENWEALTH GROUP, INC.	0.13%	353.01K	19.71M	31.74K	+9.88%
Dec 31, 2025	MANNING & NAPIER ADVISORS LLC	0.18%	475.37K	26.69M	165.62K	+53.47%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.19%	485.67K	27.1M	-32.07K	-6.19%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	494.91K	27.65M	-22.87K	-4.42%
Dec 31, 2025	TIFF ADVISORY SERVICES INC	0.21%	535.86K	29.9M	-26.5K	-4.71%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	549.18K	30.67M	100.44K	+22.38%
Dec 31, 2025	FACET WEALTH, INC.	0.21%	554.19K	31.01M	77.87K	+16.35%
Dec 31, 2025	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.22%	570K	31.81M	20K	+3.64%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	788.98K	44.86M	-51.27K	-6.10%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.11%	266.12K	15.13M	2.69K	+1.02%
Sep 30, 2025	MANNING & NAPIER ADVISORS LLC	0.13%	309.75K	17.65M	46.76K	+17.78%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.13%	321.71K	18.29M	241.57K	+301.45%
Sep 30, 2025	BETTERMENT LLC	0.13%	330.92K	18.82M	1.14K	+0.35%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.24%	599.88K	34.11M	-108.57K	-15.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	448.74K	25.46M	-5.49K	-1.21%
Sep 30, 2025	TIFF ADVISORY SERVICES INC	0.23%	562.36K	31.98M	326.19K	+138.12%
Sep 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.29%	724.35K	41.18M	13.55K	+1.91%
Sep 30, 2025	ASSETMARK, INC	0.33%	807.28K	45.9M	346.35K	+75.14%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.33%	825.85K	46.96M	-2.35M	-73.98%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.34%	833.45K	47.39M	621.49K	+293.21%
Sep 30, 2025	RAINWATER CHARITABLE FOUNDATION	0.34%	851.65K	48.43M	0	0
Sep 30, 2025	UBS GROUP AG	0.35%	866.98K	49.3M	-229.1K	-20.90%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.4%	983.82K	55.94M	104.68K	+11.91%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.42%	1.05M	59.51M	109.84K	+11.72%
Sep 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.48%	1.19M	67.44M	11.67K	+0.99%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.49%	1.21M	68.98M	188.69K	+18.42%
Sep 30, 2025	CITIGROUP INC	0.51%	1.27M	72.07M	16.49K	+1.32%
Sep 30, 2025	LPL FINANCIAL LLC	0.66%	1.64M	93.11M	-7.26K	-0.44%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	2.01M	114.01M	324.24K	+19.29%
Sep 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.82%	2.03M	127.59M	-617.4K	-23.35%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.17%	2.91M	165.32M	48.82K	+1.71%
Sep 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	1.24%	3.06M	174.19M	0	0
Sep 30, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	1.84%	4.55M	258.97M	197.96K	+4.54%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.54%	6.31M	358.52M	-731.79K	-10.40%
Sep 30, 2025	NEPC LLC	2.78%	6.88M	391.43M	364.23K	+5.59%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	3.31%	8.2M	466.34M	212.2K	+2.66%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.55%	8.78M	505.35M	-2.24M	-20.33%
Sep 30, 2025	MORGAN STANLEY	3.77%	9.33M	530.57M	73.59K	+0.79%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	5.41%	13.39M	761.59M	908.7K	+7.28%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	529.32K	30.1M	25.28K	+5.02%
Sep 30, 2025	VICUS CAPITAL	0.07%	184.54K	10.49M	19.82K	+12.03%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.08%	187.69K	10.67M	-8.06K	-4.12%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.08%	191.52K	10.85M	8.96K	+4.91%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.08%	201.69K	11.47M	201.69K	+100.00%
Sep 30, 2025	AURELIUS FAMILY OFFICE LLC	0.08%	205.9K	11.71M	13.25K	+6.88%
Sep 30, 2025	PEAK ASSET MANAGEMENT, LLC	0.08%	206.1K	11.72M	2.03K	+0.99%
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.09%	220.87K	12.56M	220.87K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	235.08K	13.37M	14.78K	+6.71%
Sep 30, 2025	FINANCIAL LIFE ADVISORS	0.1%	238.15K	13.54M	31.24K	+15.10%
Sep 30, 2025	HARVEST PORTFOLIOS GROUP INC.	0.29%	725.89K	41.27M	-65.74K	-8.30%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	680.83K	38.71M	-107.33K	-13.62%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.26%	647.4K	36.81M	91.52K	+16.46%
Sep 30, 2025	FACET WEALTH, INC.	0.19%	476.32K	27.08M	21.07K	+4.63%
Sep 30, 2025	DUNHILL FINANCIAL, LLC	0.18%	458.02K	26.05M	-45.13K	-8.97%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.29%	715.07K	40.66M	-117.53K	-14.12%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	517.78K	29.44M	517.78K	+100.00%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.21%	517.74K	29.44M	112.61K	+27.80%
Sep 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.17%	410.39K	23.33M	79.73K	+24.11%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.15%	379.5K	21.58M	9.4K	+2.54%
Sep 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.15%	370.07K	21.04M	69.16K	+22.98%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.14%	348.55K	19.82M	19.08K	+5.79%
Sep 30, 2025	GLEASON GROUP, INC.	0.14%	348.02K	19.79M	8.39K	+2.47%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	239.4K	13.61M	184.8K	+338.46%
Sep 30, 2025	COMERICA BANK	0.43%	1.06M	60.21M	105.81K	+11.10%
Sep 30, 2025	JPMORGAN CHASE & CO	0.31%	774.37K	44.03M	-65.7K	-7.82%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.1%	249.99K	14.21M	-21.1K	-7.78%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	257.09K	14.62M	50.76K	+24.60%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.15%	360.58K	20.5M	16.94K	+4.93%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.16%	388.38K	22.08M	8.04K	+2.11%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.17%	426.95K	24.28M	-12.9K	-2.93%
Sep 30, 2025	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.22%	550K	31.27M	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.29%	725.12K	41.23M	23.65K	+3.37%
Sep 30, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.31%	756.18K	43M	65.48K	+9.48%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.31%	776.33K	44.14M	20.01K	+2.65%
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	3.12%	7.99M	448.36M	3.65M	+84.06%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.34%	879.14K	49.34M	20.18K	+2.35%
Jun 30, 2025	RAINWATER CHARITABLE FOUNDATION	0.33%	851.65K	47.79M	42.7K	+5.28%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	840.25K	47.15M	-236.21K	-21.94%
Jun 30, 2025	JPMORGAN CHASE & CO	0.33%	840.07K	47.14M	-370.61K	-30.61%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.33%	832.6K	46.73M	130.97K	+18.67%
Jun 30, 2025	HARVEST PORTFOLIOS GROUP INC.	0.31%	791.63K	44.43M	-42.58K	-5.10%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	788.16K	44.23M	50.21K	+6.80%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.3%	756.32K	42.44M	21K	+2.86%
Jun 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.28%	710.8K	39.89M	101.28K	+16.62%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.28%	708.46K	39.76M	-201.42K	-22.14%
Jun 30, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.27%	690.69K	38.76M	-174.44K	-20.16%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.22%	555.88K	31.2M	49.32K	+9.74%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	504.04K	28.29M	-124.41K	-19.80%
Jun 30, 2025	DUNHILL FINANCIAL, LLC	0.2%	503.15K	28.24M	103.24K	+25.82%
Jun 30, 2025	ASSETMARK, INC	0.18%	460.93K	25.87M	-117.68K	-20.34%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.16%	411.28K	23.08M	6.68K	+1.65%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.16%	405.13K	22.74M	43.93K	+12.16%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.15%	380.34K	21.34M	3.93K	+1.04%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.13%	343.64K	19.29M	-55.72K	-13.95%
Jun 30, 2025	GLEASON GROUP, INC.	0.13%	339.62K	19.06M	339.62K	+100.00%
Jun 30, 2025	BETTERMENT LLC	0.13%	329.78K	18.51M	-92.88K	-21.98%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.12%	303.56K	17.04M	11.52K	+3.95%
Jun 30, 2025	FACET WEALTH, INC.	0.18%	455.25K	25.23M	66.94K	+17.24%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	4.88%	12.49M	700.68M	833.73K	+7.16%
Jun 30, 2025	MORGAN STANLEY	3.62%	9.26M	519.54M	181.34K	+2.00%
Jun 30, 2025	NEPC LLC	2.55%	6.52M	365.9B	162.64K	+2.56%
Jun 30, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	1.7%	4.36M	244.49M	575.08K	+15.21%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.12%	2.86M	160.43M	89.78K	+3.24%
Jun 30, 2025	INCOME RESEARCH & MANAGEMENT	0.28%	705.96K	39.62M	705.96K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.27%	701.47K	39.37M	29.63K	+4.41%
Jun 30, 2025	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.22%	550K	30.87M	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.14%	370.1K	20.77M	268.09K	+262.81%
Jun 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.13%	330.65K	18.56M	90.15K	+37.49%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.13%	329.47K	18.49M	16.56K	+5.29%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.11%	281K	15.77M	281K	+100.00%
Jun 30, 2025	TIFF ADVISORY SERVICES INC	0.09%	236.17K	13.25M	36.15K	+18.07%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.08%	211.96K	11.9M	81K	+61.85%
Jun 30, 2025	FINANCIAL LIFE ADVISORS	0.08%	206.91K	11.61M	47.82K	+30.06%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	1.24%	3.17M	178.13M	22.48K	+0.71%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	1.2%	3.06M	171.92M	0	0
Jun 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	1.03%	2.64M	136.51M	575.21K	+27.80%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.4%	1.02M	57.5M	261.09K	+34.20%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.12%	303.4K	17.03M	3.12K	+1.04%
Jun 30, 2025	CHECCHI CAPITAL ADVISERS, LLC	0.12%	300.91K	16.89M	55.46K	+22.59%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	296.92K	16.66M	-224.31K	-43.03%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.11%	289.16K	16.23M	-76.69K	-20.96%
Jun 30, 2025	GENWEALTH GROUP, INC.	0.11%	268.38K	15.06M	15.52K	+6.14%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.1%	263.42K	14.78M	3.84K	+1.48%
Jun 30, 2025	MANNING & NAPIER ADVISORS LLC	0.1%	262.99K	14.76M	47.99K	+22.32%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.1%	252.88K	14.19M	83.97K	+49.71%
Jun 30, 2025	ONE PLUS ONE WEALTH MANAGEMENT, LLC	0.1%	245.28K	13.76M	56.21K	+29.73%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	220.3K	12.36M	-185.78K	-45.75%
Jun 30, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.46%	1.17M	65.91M	138.57K	+13.38%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.37%	936.82K	52.57M	912.53K	+3,756.81%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	4.31%	11.03M	627.72M	-564.15K	-4.87%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.75%	7.04M	394.92M	336.48K	+5.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	1.68M	94.33M	22.64K	+1.37%
Jun 30, 2025	LPL FINANCIAL LLC	0.64%	1.64M	92.3M	78.97K	+5.04%
Jun 30, 2025	CITIGROUP INC	0.49%	1.25M	70.21M	44.7K	+3.71%
Jun 30, 2025	UBS GROUP AG	0.43%	1.1M	61.51M	119.07K	+12.19%
Jun 30, 2025	COMERICA BANK	0.37%	953.16K	53.49M	-694.25K	-42.14%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	454.23K	25.15M	-76.3K	-14.38%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.17%	439.85K	24.68M	-30.12K	-6.41%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.33%	858.96K	49.48M	29.29K	+3.53%
Mar 31, 2025	JPMORGAN CHASE & CO	0.46%	1.21M	69.75M	-205.04K	-14.48%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	0.14%	376.42K	21.69M	3.44K	+0.92%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.24%	628.45K	36.2M	104.27K	+19.89%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	1.17%	3.06M	176.49M	0	0
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	1.21%	3.15M	181.57M	165.78K	+5.55%
Mar 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	1.45%	3.78M	217.85M	713.76K	+23.27%
Mar 31, 2025	DUNHILL FINANCIAL, LLC	0.15%	399.91K	17.83M	36.69K	+10.10%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	4.46%	11.65M	671.25M	912.68K	+8.50%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.06%	2.77M	146.87M	228.22K	+8.98%
Mar 31, 2025	UBS GROUP AG	0.37%	977.01K	56.29M	-326.11K	-25.03%
Mar 31, 2025	STRATEGIC FINANCIAL SERVICES, INC,	0.4%	1.04M	59.68M	-28.1K	-2.64%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.41%	1.08M	62.01M	66.8K	+6.62%
Mar 31, 2025	LPL FINANCIAL LLC	0.6%	1.57M	90.2M	345.41K	+28.30%
Mar 31, 2025	COMERICA BANK	0.63%	1.65M	94.91M	66.28K	+4.19%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	1.66%	4.34M	250.07M	-36.93K	-0.84%
Mar 31, 2025	NEPC LLC	2.43%	6.36M	366.24M	295.4K	+4.87%
Mar 31, 2025	ASSETMARK, INC	0.22%	578.61K	33.33M	193.54K	+50.26%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	737.95K	42.51M	59.22K	+8.73%
Mar 31, 2025	IRONWOOD WEALTH MANAGEMENT, LLC.	0.33%	865.14K	49.84M	3.61K	+0.42%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.35%	909.88K	52.42M	-113.75K	-11.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	1.66M	95.53M	106.36K	+6.85%
Mar 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.79%	2.07M	119.21M	314.03K	+17.89%
Mar 31, 2025	ANNEX ADVISORY SERVICES, LLC	1.04%	2.71M	156.29M	116.91K	+4.50%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.16%	406.08K	23.39M	-1.5K	-0.37%
Mar 31, 2025	BETTERMENT LLC	0.16%	422.66K	24.35M	36.91K	+9.57%
Mar 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.23%	609.52K	35.11M	590.2K	+3,054.05%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.56%	6.7M	386.02M	-3.27M	-32.80%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.18%	469.97K	27.07M	17.05K	+3.77%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	506.56K	29.18M	76.52K	+17.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.2%	521.23K	30.03M	-196.84K	-27.41%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.2%	530.53K	30.56M	-68.89K	-11.49%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.28%	735.32K	42.36M	13.89K	+1.93%
Mar 31, 2025	MORGAN STANLEY	3.47%	9.08M	522.89M	684.09K	+8.15%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.43%	11.59M	669.21M	-2.04M	-14.98%
Mar 31, 2025	FACET WEALTH, INC.	0.15%	388.31K	21.54M	388.31K	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.15%	399.36K	22.1M	0	0
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	0.15%	404.61K	23.31M	-193.03K	-32.30%
Mar 31, 2025	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.21%	550K	31.69M	65K	+13.40%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.12%	312.91K	18.03M	22.27K	+7.66%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.11%	300.28K	16.83M	12.47K	+4.33%
Mar 31, 2025	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.25%	646.59K	37.25M	221.29K	+52.03%
Mar 31, 2025	CITIGROUP INC	0.46%	1.21M	69.5M	-25.88K	-2.10%
Mar 31, 2025	COLONY GROUP, LLC	0.26%	671.84K	38.7M	667.05K	+13,917.11%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.27%	701.63K	40.42M	-188.78K	-21.20%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.14%	361.2K	20.81M	105.84K	+41.45%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.14%	365.86K	21.08M	-117.49K	-24.31%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.29%	763.44K	43.98M	205.48K	+36.83%
Mar 31, 2025	RAINWATER CHARITABLE FOUNDATION	0.31%	808.96K	46.6M	0	0
Mar 31, 2025	HARVEST PORTFOLIOS GROUP INC.	0.32%	834.21K	48.06M	4.58K	+0.55%
Mar 31, 2024	ANDERSON HOAGLAND & CO	0.07%	213.82K	12.11M	2.27K	+1.07%
Mar 31, 2024	CHECCHI CAPITAL ADVISERS, LLC	0.07%	226.23K	13.4M	29.93K	+15.24%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.08%	240.64K	14.26M	217.41K	+936.04%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.08%	253.85K	15.04M	-866.02K	-77.33%
Mar 31, 2024	UBS GROUP AG	0.51%	1.55M	91.73M	-198.41K	-11.36%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.53%	1.61M	95.23M	-153.93K	-8.74%
Mar 31, 2024	CASSADAY & CO WEALTH MANAGEMENT LLC	0.69%	1.96M	115.99M	44.27K	+2.31%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.73%	2.24M	132.85M	282.05K	+14.39%
Mar 31, 2024	MATHER GROUP, LLC.	0.84%	2.41M	148.35M	-11.33K	-0.47%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.56%	10.89M	633.33M	-4.12M	-27.44%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	6.34%	19.41M	1.15B	-2.88M	-12.91%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.08%	236.76K	14.03M	17.39K	+7.93%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.29%	822.62K	48.73M	-2.51K	-0.30%
Mar 31, 2024	MORGAN STANLEY	2.46%	7.54M	446.4M	-884.78K	-10.51%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	3.04%	8.69M	514.7M	494.47K	+6.03%
Mar 31, 2024	JPMORGAN CHASE & CO	13.75%	42.09M	2.49B	29M	+221.59%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	270.83K	16.04M	43.91K	+19.35%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.09%	254.32K	15.07M	30.63K	+13.69%
Mar 31, 2024	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.09%	262.3K	15.54M	2.29K	+0.88%
Mar 31, 2024	NOTTINGHAM ADVISORS, INC.	0.09%	264.47K	15.67M	249.55K	+1,672.73%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.09%	264.61K	15.68M	38.33K	+16.94%
Mar 31, 2024	FIRST FINANCIAL BANKSHARES INC	0.09%	270.86K	16.05M	7.21K	+2.73%
Mar 31, 2024	ACCREDITED INVESTORS INC.	0.1%	284.67K	16.86M	-18K	-5.95%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.11%	302.86K	17.94M	302.86K	+100.00%
Mar 31, 2024	WEALTHFRONT ADVISERS LLC	0.11%	306.59K	18.16M	22.55K	+7.94%
Mar 31, 2024	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.12%	343.11K	20.33M	167.17K	+95.01%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.12%	357.01K	21.15M	-306.21K	-46.17%
Mar 31, 2024	QUADRATIC CAPITAL MANAGEMENT LLC	0.14%	385.69K	22.77M	-385.68K	-50.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	416.56K	24.68M	268.52K	+181.39%
Mar 31, 2024	SAND HILL GLOBAL ADVISORS, LLC	0.14%	391.45K	23.19M	-825.06K	-67.82%
Mar 31, 2024	ACT TWO INVESTORS LLC	0.14%	405.02K	23.99M	17.64K	+4.55%
Mar 31, 2024	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.18%	510K	30.21M	0	0
Mar 31, 2024	CALAMOS WEALTH MANAGEMENT LLC	0.19%	546.51K	32.38M	38.42K	+7.56%
Mar 31, 2024	ASSETMARK, INC	0.19%	552.24K	32.71M	-309.97K	-35.95%
Mar 31, 2024	HARVEST PORTFOLIOS GROUP INC.	0.2%	572.95K	33.94M	251.86K	+78.44%
Mar 31, 2024	ROYAL BANK OF CANADA	0.22%	681.76K	40.39M	86.85K	+14.60%
Mar 31, 2024	STRATEGIC FINANCIAL SERVICES, INC,	0.22%	639.56K	37.89M	42.1K	+7.05%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.23%	656.13K	38.87M	656.13K	+100.00%
Mar 31, 2024	IRONWOOD WEALTH MANAGEMENT, LLC.	0.26%	732.53K	43.39M	20.25K	+2.84%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.3%	859.29K	39.97M	514.25K	+149.04%
Mar 31, 2024	LPL FINANCIAL LLC	0.31%	944.7K	55.96M	30.09K	+3.29%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.33%	956.28K	56.65M	121.82K	+14.60%
Mar 31, 2024	COMERICA BANK	0.34%	1.05M	62.31M	-27.41K	-2.54%
Mar 31, 2024	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.36%	1.03M	60.87M	162.22K	+18.75%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.36%	1.04M	61.63M	35.89K	+3.57%
Mar 31, 2024	RAINWATER CHARITABLE FOUNDATION	0.4%	1.15M	68.06M	827.64K	+257.69%
Mar 31, 2024	JORDAN PARK GROUP LLC	0.85%	2.42M	143.26M	697.33K	+40.52%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.94%	2.87M	170.31M	46.67K	+1.65%
Mar 31, 2024	NAN SHAN LIFE INSURANCE CO., LTD.	1.07%	3.06M	181.48M	0	0
Mar 31, 2024	NEPC LLC	1.41%	4.03M	238.7M	2.62M	+185.04%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.95%	5.56M	329.6M	2.21M	+66.04%
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	1.99%	6.11M	361.79M	453.03K	+8.01%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	292.53K	17.33M	292.53K	+100.00%
Mar 31, 2024		0.23%	656.13K	38.87M	656.13K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.43%	1.33M	78.59M	-102.08K	-7.14%
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	0.46%	1.32M	78.48M	69.7K	+5.55%
Mar 31, 2024	KAYDAN WEALTH MANAGEMENT, INC.	0.06%	182.04K	10.78M	-3.34K	-1.80%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.06%	184.7K	10.94M	-36.51K	-16.50%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.06%	198.48K	11.76M	151.87K	+325.84%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.07%	201.43K	11.93M	11.02K	+5.79%
Mar 31, 2024	MANNING & NAPIER GROUP, LLC	0.07%	202.84K	12.02M	576	+0.28%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.08%	221.2K	13.61M	50.07K	+29.26%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.08%	223.69K	13.76M	126.7K	+130.63%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	225.77K	13.89M	-10.25K	-4.34%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.09%	226.28K	13.92M	39.37K	+21.07%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	226.92K	13.96M	80.2K	+54.66%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.1%	259.87K	15.99M	230.27K	+778.00%
Dec 31, 2023	STEPHENS GROUP ASSET MANAGEMENT, LLC	0.1%	260.01K	16M	260.01K	+100.00%
Dec 31, 2023	FIRST FINANCIAL BANKSHARES INC	0.1%	263.65K	16.22M	263.65K	+100.00%
Dec 31, 2023	WEALTHFRONT ADVISERS LLC	0.11%	284.04K	17.48M	142.94K	+101.31%
Dec 31, 2023	ACCREDITED INVESTORS INC.	0.11%	302.67K	18.62M	302.67K	+100.00%
Dec 31, 2023	HARVEST PORTFOLIOS GROUP INC.	0.12%	321.09K	19.76M	321.09K	+100.00%
Dec 31, 2023	RAINWATER CHARITABLE FOUNDATION	0.12%	321.17K	19.76M	321.17K	+100.00%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.13%	345.05K	21.23M	200.89K	+139.35%
Dec 31, 2023	ACT TWO INVESTORS LLC	0.15%	387.38K	23.84M	28.62K	+7.98%
Dec 31, 2023	ADVISORY ALPHA, LLC	0.15%	411.11K	25.3M	30.83K	+8.11%
Dec 31, 2023	CALAMOS WEALTH MANAGEMENT LLC	0.19%	508.1K	31.26M	57.6K	+12.78%
Dec 31, 2023	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	0.19%	510K	31.38M	400K	+363.64%
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	594.91K	36.61M	222.94K	+59.93%
Dec 31, 2023	STRATEGIC FINANCIAL SERVICES, INC,	0.22%	597.46K	36.76M	232.94K	+63.90%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.25%	663.22K	38.96M	37.49K	+5.99%
Dec 31, 2023	IRONWOOD WEALTH MANAGEMENT, LLC.	0.27%	712.28K	43.83M	434.23K	+156.17%
Dec 31, 2023	QUADRATIC CAPITAL MANAGEMENT LLC	0.29%	771.37K	47.46M	163.91K	+26.98%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.31%	825.13K	50.77M	0	0
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.31%	834.46K	51.35M	-264.63K	-24.08%
Dec 31, 2023	ASSETMARK, INC	0.32%	862.21K	53.05M	604.37K	+234.39%
Dec 31, 2023	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.33%	865.3K	53.24M	-47.29K	-5.18%
Dec 31, 2023	LPL FINANCIAL LLC	0.34%	914.61K	56.28M	190.53K	+26.31%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.38%	1M	61.81M	686.4K	+215.78%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.38%	1.01M	62.05M	94.89K	+10.39%
Dec 31, 2023	COMERICA BANK	0.41%	1.08M	66.4M	-95.83K	-8.16%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.42%	1.12M	68.91M	26.54K	+2.43%
Dec 31, 2023	SAND HILL GLOBAL ADVISORS, LLC	0.46%	1.22M	74.85M	558.13K	+84.77%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	0.47%	1.26M	77.23M	1.26M	+100.00%
Dec 31, 2023		0.53%	1.41M	86.98M	201.69K	+16.64%
Dec 31, 2023	CITIGROUP INC	0.54%	1.43M	87.91M	23.47K	+1.67%
Dec 31, 2023	JORDAN PARK GROUP LLC	0.65%	1.72M	105.89M	966.17K	+128.02%
Dec 31, 2023	UBS GROUP AG	0.66%	1.75M	107.48M	706.23K	+67.87%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.66%	1.76M	108.39M	292.97K	+19.95%
Dec 31, 2023	CASSADAY & CO WEALTH MANAGEMENT LLC	0.72%	1.91M	117.75M	1.9M	+16,250.07%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.74%	1.96M	120.63M	876.86K	+80.91%
Dec 31, 2023	MATHER GROUP, LLC.	0.91%	2.42M	149.04M	196.18K	+8.81%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.06%	2.83M	174.02M	-18.73K	-0.66%
Dec 31, 2023	NAN SHAN LIFE INSURANCE CO., LTD.	1.15%	3.06M	188.5M	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.26%	3.35M	206.17M	205.85K	+6.55%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	2.13%	5.65M	347.9M	3.81M	+206.43%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	3.08%	8.19M	504.17M	8.19M	+100.00%
Dec 31, 2023	MORGAN STANLEY	3.17%	8.42M	518.09M	1.32M	+18.61%
Dec 31, 2023	JPMORGAN CHASE & CO	4.93%	13.09M	805.22M	12.21M	+1,387.37%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	5.65%	15.01M	957.05M	2M	+15.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	8.39%	22.29M	1.37B	2.54M	+12.87%

Frequently Asked Questions