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

Who are the major shareholders selling Vanguard Information Technology Index Fund stock?

BAILARD, INC., in the last quarter, reduced its stake in VGT by -2.02% restricting it's holding to 113.7 thousand shares of worth nearly $84.89M. SILICON VALLEY CAPITAL PARTNERS also lessened -2.68% of the VGT shares from its portfolio, reducing its holding to 96.55 thousand shares of worth $72.09M. AGF MANAGEMENT LTD also shunned VGT shares holding by -2.89% last quarter which brought its holding to 100.24 thousand shares worth $74.84M.

Investors who are buying VGT stock?

As per its latest 13F filing, NORTHSTAR ASSET MANAGEMENT LLC increased its stake in VGT by 0.17% in the last quarter. The institutional holder raised its holding to 110.06 thousand shares having worth more than $82.17M. LIDO ADVISORS, LLC also added 45.2% more shares of VGT to its portfolio, raising its holding to 128.33 thousand shares of worth $95.82M. GOLDMAN SACHS GROUP INC also increased its VGT shares holding by 0.03% which brought its holding to 130.81 thousand shares worth $97.67M.

VGT's major insiders: who are they?

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

Did an insider recently sell VGT stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Information Technology Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which VGT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VGT stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Information Technology Index Fund insiders have bought stock, totalling 0 shares

How much of VGT does insiders own?

Around 0 Vanguard Information Technology Index Fund shares are held by insiders, which represents about N/A of VGT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VGT?

BAILARD, INC. is the largest institutional owner in VGT which holds 113.7 thousand shares worth $84.89M or 0.07% of the total VGT shares outstanding followed by SILICON VALLEY CAPITAL PARTNERS with ownership of 96.55 thousand shares representing 0.06% of the VGT ownership. AGF MANAGEMENT LTD is the third largest stakeholder with 100.24 thousand shares or 0.06% of the ownership worth more than $74.84M.

Is Vanguard Information Technology Index Fund 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 VGT is concerned, it is a stock which is optionable.

Is there a short position on VGT's shares?

Number of VGT 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 VGT shares are there?

As of today, null shares of VGT are outstanding.

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

VGT 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 VGT is null.

Vanguard Information Technology Index Fund (VGT) 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. BAILARD, INC. is the top corporate investor, holding 113.7K shares valued at $84.89M. A 0.07% stake in Vanguard Information Technology Index Fund is owned by the company. SILICON VALLEY CAPITAL PARTNERS owns 96.55K shares valued at $72.09M, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BAILARD, INC.	0.07%	113.7K	84.89M	-2.35K	-2.02%
Sep 30, 2025	SILICON VALLEY CAPITAL PARTNERS	0.06%	96.55K	72.09M	-2.66K	-2.68%
Sep 30, 2025	AGF MANAGEMENT LTD	0.06%	100.24K	74.84M	-2.98K	-2.89%
Sep 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC	0.06%	110.06K	82.17M	185	+0.17%
Sep 30, 2025	BROWN ADVISORY INC	0.07%	116.91K	87.28M	-2.73K	-2.28%
Sep 30, 2025	LIDO ADVISORS, LLC	0.08%	128.33K	95.82M	39.95K	+45.20%
Sep 30, 2025	NORTHERN TRUST CORP	0.08%	129.84K	96.94M	-1.06K	-0.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	130.81K	97.67M	38	+0.03%
Sep 30, 2025	CITADEL ADVISORS LLC	0.08%	131.7K	98.33M	-203.6K	-60.72%
Sep 30, 2025	M&T BANK CORP	0.08%	139.42K	104.1M	-9.64K	-6.47%
Sep 30, 2025	CREATIVE PLANNING	0.08%	143.89K	107.44M	3.12K	+2.22%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.09%	148.54K	110.9M	4.89K	+3.41%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.09%	149.14K	111.36M	796	+0.54%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.1%	167.34K	124.94M	-26.38K	-13.62%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	171.24K	127.85M	15.02K	+9.61%
Sep 30, 2025	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	0.1%	178.04K	132.93M	-1.72K	-0.96%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	180.38K	134.68M	-2.95K	-1.61%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	182.7K	136.41M	-16.8K	-8.42%
Sep 30, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.12%	204.73K	152.86M	0	0
Sep 30, 2025	TAIYO LIFE INSURANCE CO	0.12%	212K	158.29M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	213.98K	159.76M	-15.44K	-6.73%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	231.41K	167.29M	39.32K	+20.47%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	249.36K	186.18M	-1.39K	-0.55%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	314.17K	234.56M	-6.71K	-2.09%
Sep 30, 2025	STRATEGIC INVESTMENT ADVISORS / MI	0.19%	318.1K	171.73K	318.1K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	345.89K	258.25M	71.69K	+26.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	393.95K	294.14M	15.34K	+4.05%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.24%	402.55K	300.57M	34.36K	+9.33%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	404.21K	301.81M	-6.85K	-1.67%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.31%	531.34K	396.71M	531.34K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	628.41K	469.19M	-32.15K	-4.87%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.41%	703.96K	525.08M	-31.24K	-4.25%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	714.5K	533.47M	-12.2K	-1.68%
Sep 30, 2025	COLONY GROUP, LLC	0.43%	725.57K	541.73M	684.47K	+1,665.50%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.43%	739.73K	552.31M	20.18K	+2.80%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	796.88K	594.98M	-43.1K	-5.13%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.48%	815.54K	608.91M	34.13K	+4.37%
Sep 30, 2025	LPL FINANCIAL LLC	0.74%	1.26M	942.77M	46.48K	+3.82%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.89%	1.53M	1.14B	-7.37K	-0.48%
Sep 30, 2025	UBS GROUP AG	1.01%	1.72M	1.28B	-79.79K	-4.44%
Sep 30, 2025	MORGAN STANLEY	1.25%	2.13M	1.59B	72.13K	+3.51%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	1.32%	2.25M	1.68B	2.25M	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	3.62%	6.17M	4.61B	-24.31K	-0.39%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.83%	15.07M	11.25B	-333.81K	-2.17%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.03%	52.76K	39.39M	-3.08K	-5.52%
Sep 30, 2025	ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC	0.03%	53.38K	39.85M	-1.98K	-3.57%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.03%	57.6K	43M	-2.6K	-4.33%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.03%	58.88K	43.96M	-345	-0.58%
Sep 30, 2025	MADISON ASSET MANAGEMENT, LLC	0.04%	59.83K	44.67M	980	+1.67%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	60.16K	44.92M	7.15K	+13.49%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	60.81K	45.41M	11.54K	+23.42%
Sep 30, 2025	TRUST CO OF OKLAHOMA	0.04%	60.97K	45.52M	499	+0.83%
Sep 30, 2025	STUART CHAUSSEE & ASSOCIATES, INC.	0.04%	62.93K	46.99M	-683	-1.07%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	63.56K	47.45M	2.22K	+3.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	65.05K	48.07M	10.57K	+19.39%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	67.14K	50.13M	693	+1.04%
Sep 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.04%	67.2K	50.17M	2.73K	+4.23%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	67.25K	50.21M	1.03K	+1.55%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.04%	67.3K	50.25M	3.8K	+5.99%
Sep 30, 2025	FMR LLC	0.04%	71.54K	53.41M	2.96K	+4.32%
Sep 30, 2025	BARCLAYS PLC	0.04%	71.76K	53.57M	13.92K	+24.07%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	76.58K	57.18M	358	+0.47%
Sep 30, 2025	SYSTEMATIC ALPHA INVESTMENTS, LLC	0.05%	82.3K	61.45M	0	0
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.05%	83.64K	62.45M	1.21K	+1.47%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	84.34K	63.69M	3.78K	+4.69%
Sep 30, 2025	ASSETMARK, INC	0.05%	85.17K	63.59M	18.64K	+28.02%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	86.13K	64.31M	-4.6K	-5.07%
Sep 30, 2025	WBH ADVISORY INC	0.05%	88.75K	66.26M	-1.4K	-1.55%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.05%	88.98K	66.43B	3.16K	+3.68%
Sep 30, 2025	YARBROUGH CAPITAL, LLC	0.05%	89.06K	66.49M	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.15%	256.35K	191.4M	-1.51K	-0.59%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	269.74K	201.39M	23.73K	+9.64%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.16%	275.26K	205.49M	240.37K	+689.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.17%	283.92K	211.99M	72.03K	+33.99%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	305.69K	228.24M	-11.84K	-3.73%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.06%	90.73K	60.01M	-27.47K	-23.24%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	735.2K	487.9M	24.61K	+3.46%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	726.7K	482.01M	24.1K	+3.43%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.44%	719.55K	477.26M	-7.14K	-0.98%
Jun 30, 2025	CHURCHILL MANAGEMENT CORP	0.42%	685.28K	454.53M	685.28K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	660.57K	438.14M	37.16K	+5.96%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.25%	411.06K	272.66M	5.47K	+1.35%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	378.61K	251.08M	349	+0.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	368.19K	244.21M	17.25K	+4.92%
Jun 30, 2025	CITADEL ADVISORS LLC	0.21%	335.3K	222.4M	-168.9K	-33.50%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	320.87K	212.83M	2.57K	+0.81%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.2%	317.53K	210.61M	-3.62K	-1.13%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	274.2K	181.87M	12.33K	+4.71%
Jun 30, 2025	CERITY PARTNERS LLC	0.16%	257.86K	171.03M	-335	-0.13%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	250.75K	166.32M	7.58K	+3.12%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	246.01K	163.17M	-4.03K	-1.61%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	229.42K	152.17M	5.87K	+2.63%
Jun 30, 2025	TAIYO LIFE INSURANCE CO	0.13%	212K	140.62M	0	0
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.13%	211.89K	140.54M	-86	-0.04%
Jun 30, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.13%	204.73K	135.79M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	199.5K	132.32M	-3.4K	-1.68%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.11%	183.34K	121.6M	18.42K	+11.17%
Jun 30, 2025	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	0.11%	179.76K	119.23M	-742	-0.41%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	192.09K	127.09M	10.62K	+5.85%
Jun 30, 2025	M&T BANK CORP	0.09%	149.06K	98.87M	-12.15K	-7.54%
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.09%	148.35K	98.4M	-21.35K	-12.58%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.09%	143.65K	95.28M	19.89K	+16.07%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.09%	142.11K	94.27M	75.15K	+112.24%
Jun 30, 2025	CREATIVE PLANNING	0.09%	140.77K	93.37M	7.27K	+5.45%
Jun 30, 2025	NORTHERN TRUST CORP	0.08%	130.9K	86.82M	1.68K	+1.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	130.77K	86.74M	17.77K	+15.73%
Jun 30, 2025	JANE STREET GROUP, LLC	0.08%	122.7K	81.38M	-3.9K	-3.08%
Jun 30, 2025	BROWN ADVISORY INC	0.07%	119.64K	79.35M	-579	-0.48%
Jun 30, 2025	BAILARD, INC.	0.07%	116.05K	76.98M	4.37K	+3.91%
Jun 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC	0.07%	109.87K	72.88M	-588	-0.53%
Jun 30, 2025	AGF MANAGEMENT LTD	0.06%	103.22K	68.46M	-748	-0.72%
Jun 30, 2025	WBH ADVISORY INC	0.06%	90.15K	59.79M	-3.69K	-3.93%
Jun 30, 2025	JPMORGAN CHASE & CO	3.81%	6.19M	4.11B	66.3K	+1.08%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	9.48%	15.4M	10.21B	-262.18K	-1.67%
Jun 30, 2025	MORGAN STANLEY	1.26%	2.05M	1.36B	-6.63K	-0.32%
Jun 30, 2025	UBS GROUP AG	1.11%	1.8M	1.19B	-2.5K	-0.14%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.95%	1.54M	7.41M	1.54M	+19,919.73%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.94%	1.53M	1.02B	30.48K	+2.03%
Jun 30, 2025		0.72%	1.17M	529.68K	1.17M	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	152.43K	12.12M	147.39K	+2,925.06%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.92%	1.49M	2.24M	1.49M	+210,235.79%
Jun 30, 2025	LPL FINANCIAL LLC	0.75%	1.22M	806.7M	-76.34K	-5.91%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.72%	1.17M	529.68K	1.17M	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	839.98K	557.14M	51.54K	+6.54%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.48%	781.42K	518.3M	255.79K	+48.66%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.12%	193.72K	128.49M	127.7K	+193.43%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	156.22K	103.62M	20.9K	+15.44%
Jun 30, 2025	SILICON VALLEY CAPITAL PARTNERS	0.06%	99.21K	65.8M	-3.32K	-3.24%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	623.41K	338.12M	50.87K	+8.89%
Mar 31, 2025	LPL FINANCIAL LLC	0.88%	1.29M	701.06M	-33.31K	-2.51%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.54%	788.44K	427.63M	-7.48K	-0.94%
Mar 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.5%	726.68K	394.14M	51.89K	+7.69%
Mar 31, 2025	ROYAL BANK OF CANADA	0.48%	702.61K	381.08M	-32.27K	-4.39%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.28%	405.6K	220M	8.26K	+2.08%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	378.27K	205.16M	-13.04K	-3.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.09%	126.6K	68.67M	79.3K	+167.65%
Mar 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.08%	123.75K	67.12M	8.8K	+7.65%
Mar 31, 2025	BROWN ADVISORY INC	0.08%	120.22K	65.2M	1.58K	+1.33%
Mar 31, 2025	YARBROUGH CAPITAL, LLC	0.06%	89.06K	48.3M	0	0
Mar 31, 2025	LIDO ADVISORS, LLC	0.06%	83.42K	45.25M	7.29K	+9.58%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.49%	710.59K	385.37M	-5.06K	-0.71%
Mar 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.12%	169.7K	105.52M	0	0
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.15%	211.98K	114.97M	-17.99K	-7.82%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	318.3K	172.64M	-3.55K	-1.10%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	10.71%	15.66M	8.49B	324.17K	+2.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.03%	1.5M	814.6M	-12.69K	-0.84%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	350.94K	190.34M	-10.02K	-2.78%
Mar 31, 2025	CITADEL ADVISORS LLC	0.34%	504.2K	273.47M	37.9K	+8.13%
Mar 31, 2025	UBS GROUP AG	1.23%	1.8M	975.85M	-89.96K	-4.76%
Mar 31, 2025	MORGAN STANLEY	1.41%	2.06M	1.12B	35.52K	+1.75%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.08%	113K	61.29M	305	+0.27%
Mar 31, 2025	TAIYO LIFE INSURANCE CO	0.15%	212K	114.99M	-39.5K	-15.71%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.08%	118.2K	64.11M	-8.38K	-6.62%
Mar 31, 2025	WBH ADVISORY INC	0.06%	93.83K	50.89M	-1.59K	-1.67%
Mar 31, 2025	SILICON VALLEY CAPITAL PARTNERS	0.07%	102.53K	55.7M	5.84K	+6.04%
Mar 31, 2025	AGF MANAGEMENT LTD	0.07%	103.97K	56.39M	-10.82K	-9.43%
Mar 31, 2025	NORTHSTAR ASSET MANAGEMENT LLC	0.08%	110.46K	59.91M	1.4K	+1.28%
Mar 31, 2025	BAILARD, INC.	0.08%	111.69K	60.58M	-2.01K	-1.77%
Mar 31, 2025	M&T BANK CORP	0.11%	161.21K	87.43M	-4.76K	-2.87%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	202.9K	110.05M	29.9K	+17.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	223.55K	121.25M	-722	-0.32%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	250.04K	135.62M	683	+0.27%
Mar 31, 2025	CERITY PARTNERS LLC	0.18%	258.2K	140.04M	-8.41K	-3.16%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.22%	321.15K	174.19M	-3.37K	-1.04%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	243.16K	131.89M	-311	-0.13%
Mar 31, 2025	JPMORGAN CHASE & CO	4.19%	6.13M	3.32B	359.82K	+6.24%
Mar 31, 2025	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.14%	204.73K	111.04M	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.09%	129.22K	70.08M	14	+0.01%
Mar 31, 2025	CREATIVE PLANNING	0.09%	133.5K	72.41M	9.86K	+7.98%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	135.32K	73.4M	-12.65K	-8.55%
Mar 31, 2025	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	0.12%	180.5K	97.9M	-1.42K	-0.78%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.06%	86.82K	47.09M	5.56K	+6.85%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.11%	164.91K	89.45M	6.12K	+3.86%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	169.5K	91.93M	32K	+23.27%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	181.48K	98.57M	-3.2K	-1.73%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	261.86K	142.03M	35.75K	+15.81%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.36%	525.63K	285.09M	-31.51K	-5.66%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.11%	154.14K	80.82M	202	+0.13%
Mar 31, 2024	LPL FINANCIAL LLC	0.71%	1.1M	575.32M	28.85K	+2.70%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.9%	1.38M	723.41M	31.87K	+2.36%
Mar 31, 2024	MORGAN STANLEY	1.26%	1.94M	1.02B	-929	-0.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	10.41%	15.99M	8.38B	-42.34K	-0.26%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.31%	417.03K	218.66M	129.2K	+44.89%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	488.77K	256.31M	18.41K	+3.91%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.04%	62.79K	32.92M	-656	-1.03%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.04%	62.95K	33.01M	-3.47K	-5.22%
Mar 31, 2024	STUART CHAUSSEE & ASSOCIATES, INC.	0.04%	64.44K	33.79M	-41	-0.06%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.05%	70.2K	36.81M	70.2K	+100.00%
Mar 31, 2024	SILICON VALLEY CAPITAL PARTNERS	0.05%	70.84K	37.14M	11.27K	+18.92%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.05%	78.97K	41.41M	-376	-0.47%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.05%	81.25K	42.6M	421	+0.52%
Mar 31, 2024	SYSTEMATIC ALPHA INVESTMENTS, LLC	0.05%	82.3K	43.15M	0	0
Mar 31, 2024	YARBROUGH CAPITAL, LLC	0.06%	90.68K	47.54M	0	0
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.04%	63.27K	33.18M	-305	-0.48%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	126.72K	66.45M	4.22K	+3.44%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.32%	496.93K	260.56M	143.89K	+40.76%
Mar 31, 2024	ROYAL BANK OF CANADA	0.45%	694.45K	364.13M	13.19K	+1.94%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.49%	750.69K	394.09M	58.07K	+8.38%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.51%	696.41K	365.15M	-29.37K	-4.05%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	223.52K	117.2M	223.52K	+100.00%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	0.23%	317.24K	166.68M	207.47K	+189.00%
Mar 31, 2024	TAIYO LIFE INSURANCE CO	0.22%	296.5K	155.47M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.21%	329K	172.51M	-23.04K	-6.55%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	324.98K	170.4M	-1.97K	-0.60%
Mar 31, 2024	CERITY PARTNERS LLC	0.19%	253.38K	132.84M	-286	-0.11%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	237.92K	124.75M	19.29K	+8.82%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.16%	244.05K	127.97M	1.82K	+0.75%
Mar 31, 2024	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.15%	204.73K	107.35M	0	0
Mar 31, 2024	ARMSTRONG ADVISORY GROUP, INC	0.15%	203.99K	98.73M	0	0
Mar 31, 2024	ANNEX ADVISORY SERVICES, LLC	0.14%	188.12K	98.64M	-588	-0.31%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.14%	212.21K	111.38M	-6.89K	-3.14%
Mar 31, 2024	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	0.14%	186.39K	97.73M	-2.44K	-1.29%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	153.6K	80.54M	6.3K	+4.28%
Mar 31, 2024	BROWN ADVISORY INC	0.08%	115.49K	60.56M	912	+0.80%
Mar 31, 2024	BAILARD, INC.	0.08%	114.57K	60.07M	245	+0.21%
Mar 31, 2024	NORTHSTAR ASSET MANAGEMENT LLC	0.08%	109.2K	57.26M	1.42K	+1.31%
Mar 31, 2024	CREATIVE PLANNING	0.08%	122.47K	64.22M	-5.55K	-4.34%
Mar 31, 2024	NORTHERN TRUST CORP	0.08%	122.46K	64.21M	-15	-0.01%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.08%	121.79K	63.83M	-6.74K	-5.24%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.08%	118.55K	62.16M	16.73K	+16.43%
Mar 31, 2024	BARCLAYS PLC	0.07%	112.03K	58.74M	-8.64K	-7.16%
Mar 31, 2024	WBH ADVISORY INC	0.07%	98.77K	51.79M	-2.18K	-2.16%
Mar 31, 2024	MADISON ASSET MANAGEMENT, LLC	0.07%	97.24K	50.99M	-14.44K	-12.93%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.07%	94.02K	49.3M	7.38K	+8.52%
Mar 31, 2024	GRATUS CAPITAL LLC	0.07%	91.73K	48.1M	1.39K	+1.54%
Mar 31, 2024	JPMORGAN CHASE & CO	3.3%	5.06M	2.65B	-86.65K	-1.68%
Mar 31, 2024	UBS GROUP AG	1.16%	1.79M	936.19M	23.09K	+1.31%
Mar 31, 2024	M&T BANK CORP	0.13%	182.29K	95.58M	-7.56K	-3.98%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	177.22K	92.93M	25.03K	+16.45%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.1%	142.83K	182.27M	-774	-0.54%
Mar 31, 2024	AGF MANAGEMENT LTD	0.09%	127.56K	66.88M	667	+0.53%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.17%	236.86K	124.19M	205.93K	+665.85%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.24%	370.86K	194.48M	8.12K	+2.24%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.25%	378.3K	198.36M	-12.68K	-3.24%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.25%	387.82K	203.35M	-13.85K	-3.45%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.27%	363.52K	190.61M	-2.85K	-0.78%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.38%	16.03M	7.76B	-135.67K	-0.84%
Dec 31, 2023	TAIYO LIFE INSURANCE CO	0.21%	296.5K	143.51M	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.18%	253.66K	122.77M	19.82K	+8.47%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.17%	242.23K	117.24M	2.91K	+1.22%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.16%	219.1K	106.14M	-121.83K	-35.73%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	218.64K	105.82M	-5.91K	-2.63%
Dec 31, 2023	NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	0.15%	204.73K	99.09M	0	0
Dec 31, 2023	ARMSTRONG ADVISORY GROUP, INC	0.14%	203.99K	98.73M	1.91K	+0.94%
Dec 31, 2023	M&T BANK CORP	0.13%	189.85K	91.89M	-5.74K	-2.94%
Dec 31, 2023	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	0.13%	188.82K	91.39M	-2.69K	-1.40%
Dec 31, 2023	ANNEX ADVISORY SERVICES, LLC	0.13%	188.71K	91.34M	79.72K	+73.14%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	326.95K	158.25M	-5.67K	-1.70%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	122.5K	59.29M	4.9K	+4.17%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.25%	352.04K	170.32M	-4.66K	-1.31%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.25%	353.05K	170.87M	-115.95K	-24.72%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	362.74K	175.58M	14.86K	+4.27%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.26%	366.36K	177.32M	-3.75K	-1.01%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.28%	390.98K	189.23M	-6.77K	-1.70%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.29%	401.67K	194.41M	-19.78K	-4.69%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	470.37K	227.67M	128.66K	+37.65%
Dec 31, 2023	VARMA MUTUAL PENSION INSURANCE CO	0.47%	655.3K	317.17M	254.9K	+63.66%
Dec 31, 2023	NORTHERN TRUST CORP	0.09%	122.48K	59.28M	-5.9K	-4.60%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.09%	121.81K	61.32M	24.55K	+25.24%
Dec 31, 2023	BARCLAYS PLC	0.09%	120.67K	58.41M	118.19K	+4,756.10%
Dec 31, 2023	BROWN ADVISORY INC	0.08%	114.58K	55.46M	3.36K	+3.02%
Dec 31, 2023	BAILARD, INC.	0.08%	114.33K	55.33M	-1.83K	-1.57%
Dec 31, 2023	ROYAL BANK OF CANADA	0.48%	681.25K	329.73M	672	+0.10%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.49%	692.62K	335.66M	10.53K	+1.54%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.52%	725.78K	351.28M	-79.86K	-9.91%
Dec 31, 2023	LPL FINANCIAL LLC	0.76%	1.07M	517.09M	32.36K	+3.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	1.35M	652.32M	1.21K	+0.09%
Dec 31, 2023	UBS GROUP AG	1.25%	1.76M	852.99M	31.32K	+1.81%
Dec 31, 2023	MORGAN STANLEY	1.38%	1.94M	938.29M	76.71K	+4.12%
Dec 31, 2023	JPMORGAN CHASE & CO	3.65%	5.15M	2.49B	279.65K	+5.74%
Dec 31, 2023	MADISON ASSET MANAGEMENT, LLC	0.08%	111.68K	54.05M	-685	-0.61%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	0.08%	109.77K	53.13M	-351.34K	-76.19%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	152.19K	73.66M	-14.16K	-8.51%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.1%	143.6K	71.76M	15.17K	+11.81%
Dec 31, 2023	NORTHSTAR ASSET MANAGEMENT LLC	0.08%	107.79K	52.17M	-770	-0.71%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.07%	101.82K	49.28M	6.34K	+6.64%
Dec 31, 2023	WBH ADVISORY INC	0.07%	100.95K	48.86M	-744	-0.73%
Dec 31, 2023	CITADEL ADVISORS LLC	0.06%	87.9K	42.54M	17.3K	+24.50%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.09%	128.53K	62.21M	-4.91K	-3.68%
Dec 31, 2023	YARBROUGH CAPITAL, LLC	0.06%	90.68K	43.89M	0	0
Dec 31, 2023	GRATUS CAPITAL LLC	0.06%	90.34K	43.72M	77.19K	+587.08%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.11%	153.94K	74.51M	26.79K	+21.07%
Dec 31, 2023	CREATIVE PLANNING	0.09%	128.02K	61.96M	460	+0.36%
Dec 31, 2023	AGF MANAGEMENT LTD	0.09%	126.89K	61.41M	-1.4K	-1.09%
Dec 31, 2023		0.09%	125.58K	60.78M	125.58K	+100.00%

Frequently Asked Questions