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

Who are the major shareholders selling Vanguard Industrials ETF stock?

BEACON CAPITAL MANAGEMENT, INC., in the last quarter, reduced its stake in VIS by -8.19% restricting it's holding to 325.18 thousand shares of worth nearly $101.53M. SYON CAPITAL LLC also lessened -4.91% of the VIS shares from its portfolio, reducing its holding to 17.93 thousand shares of worth $5.60M. SHARPER & GRANITE LLC also shunned VIS shares holding by -1.59% last quarter which brought its holding to 19.32 thousand shares worth $6.03M.

Investors who are buying VIS stock?

As per its latest 13F filing, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. increased its stake in VIS by 3.03% in the last quarter. The institutional holder raised its holding to 17.66 thousand shares having worth more than $5.51M. FINANCIAL ADVISORY PARTNERS, LLC also added 6.61% more shares of VIS to its portfolio, raising its holding to 17.75 thousand shares of worth $5.54M. UBS ASSET MANAGEMENT AMERICAS INC also increased its VIS shares holding by 350.15% which brought its holding to 22.29 thousand shares worth $6.96M.

VIS's major insiders: who are they?

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

Did an insider recently sell VIS stock?

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

Which insider recently purchased VIS stock?

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

How much of VIS does insiders own?

Around 0 Vanguard Industrials ETF shares are held by insiders, which represents about N/A of VIS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VIS?

BEACON CAPITAL MANAGEMENT, INC. is the largest institutional owner in VIS which holds 325.18 thousand shares worth $101.53M or 1.25% of the total VIS shares outstanding followed by CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. with ownership of 17.66 thousand shares representing 0.07% of the VIS ownership. FINANCIAL ADVISORY PARTNERS, LLC is the third largest stakeholder with 17.75 thousand shares or 0.07% of the ownership worth more than $5.54M.

Is Vanguard Industrials 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 VIS is concerned, it is a stock which is optionable.

Is there a short position on VIS's shares?

Number of VIS 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 VIS shares are there?

As of today, null shares of VIS are outstanding.

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

VIS 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 VIS is null.

Vanguard Industrials ETF (VIS) 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. BEACON CAPITAL MANAGEMENT, INC. is the top corporate investor, holding 325.18K shares valued at $101.53M. A 1.25% stake in Vanguard Industrials ETF is owned by the company. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. owns 17.66K shares valued at $5.51M, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.25%	325.18K	101.53M	-29.02K	-8.19%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	17.66K	5.51M	520	+3.03%
Mar 31, 2026	FINANCIAL ADVISORY PARTNERS, LLC	0.07%	17.75K	5.54M	1.1K	+6.61%
Mar 31, 2026	SYON CAPITAL LLC	0.07%	17.93K	5.6M	-927	-4.91%
Mar 31, 2026	SHARPER & GRANITE LLC	0.08%	19.32K	6.03M	-313	-1.59%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.08%	19.44K	6.07M	-142	-0.73%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.08%	20K	6.24M	0	0
Mar 31, 2026	EXCHANGE TRADED CONCEPTS, LLC	0.09%	21.22K	6.63M	-234	-1.09%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	21.73K	6.78M	-362	-1.64%
Mar 31, 2026	RICHMOND BROTHERS, INC.	0.09%	21.94K	6.85M	-1.06K	-4.63%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.09%	22.29K	6.96M	17.34K	+350.15%
Mar 31, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.1%	23.83K	7.44M	91	+0.38%
Mar 31, 2026	J. SAFRA SARASIN HOLDING AG	0.13%	33.24K	10.38M	33.24K	+100.00%
Mar 31, 2026	KINLOCH CAPITAL, LLC	0.13%	33.59K	10.49M	33.59K	+100.00%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.09%	24.2K	7.56M	2.81K	+13.11%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	24.34K	7.6M	3.76K	+18.25%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.1%	24.98K	7.8M	-21.88K	-46.69%
Mar 31, 2026	MARINER, LLC	0.1%	25.54K	7.97M	1.19K	+4.89%
Mar 31, 2026	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.1%	25.83K	8.06M	-1.54K	-5.64%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.11%	27.68K	8.64M	-1.6K	-5.45%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.11%	27.76K	6.86M	-10.25K	-26.97%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.12%	30.84K	8.94M	-987	-3.10%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.12%	32.11K	10.03M	-1.12K	-3.36%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.14%	36.73K	11.47M	111	+0.30%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	36.73K	11.47M	5.59K	+17.95%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.14%	37.53K	11.72M	-1.33K	-3.43%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.14%	37.57K	11.73M	-2.03K	-5.13%
Mar 31, 2026	AGF MANAGEMENT LTD	0.15%	38.23K	11.93M	-280	-0.73%
Mar 31, 2026	TRINITY LEGACY PARTNERS, LLC	0.15%	40.11K	13.51M	-437	-1.08%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.16%	40.79K	12.74M	-49.51K	-54.83%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.17%	44.22K	13.81M	546	+1.25%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.39%	99.98K	31.21M	-4.57K	-4.37%
Mar 31, 2026	LIDO ADVISORS, LLC	0.42%	110.05K	34.36M	7.11K	+6.91%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.45%	118.05K	36.86M	13.54K	+12.96%
Mar 31, 2026	JPMORGAN CHASE & CO	0.52%	135.48K	40.9M	-4.06K	-2.91%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC/SD	0.55%	142.34K	44.44M	223	+0.16%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.56%	145.48K	45.43M	1.89K	+1.32%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.61%	147.83K	46.15M	-2.07K	-1.38%
Mar 31, 2026	ROYAL BANK OF CANADA	0.57%	149.01K	46.52M	18.41K	+14.10%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.61%	158.7K	49.56M	5.06K	+3.29%
Mar 31, 2026	MAIN MANAGEMENT LLC	0.64%	166.56K	52.01M	166.56K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.44%	374.92K	117.06M	54.34K	+16.95%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.48%	642.77K	200.69M	67.26K	+11.69%
Mar 31, 2026	MORGAN STANLEY	3.3%	855.77K	267.19M	-102.6K	-10.71%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	3.88%	1.01M	314.51M	36.04K	+3.71%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.12%	3.93M	1.23B	12.88K	+0.33%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.28%	73.43K	22.92M	-4.72K	-6.04%
Mar 31, 2026	CAPITAL ADVANTAGE, INC.	0.2%	51.48K	16.07M	-71	-0.14%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	51.64K	16.12M	70	+0.14%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.22%	58.19K	18.17M	-5.34K	-8.41%
Mar 31, 2026	M&T BANK CORP	0.23%	60.77K	18.97M	-6K	-8.99%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	63.68K	19.9M	-599	-0.93%
Mar 31, 2026	HARFST & ASSOCIATES, INC.	0.28%	72.38K	22.6M	5.6K	+8.39%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	77.88K	24.31M	2.01K	+2.65%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.33%	86.83K	27.11M	186	+0.21%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	93.36K	29.15M	-6.8K	-6.79%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.97%	252.86K	78.95M	39.37K	+18.44%
Mar 31, 2026	CADENT CAPITAL ADVISORS, LLC	0.19%	49.6K	15.48M	-3.02K	-5.73%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	49.29K	15.39M	-43	-0.09%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.04%	271.24K	84.69M	14.41K	+5.61%
Mar 31, 2026	LPL FINANCIAL LLC	1.13%	293K	91.48M	2.75K	+0.95%
Dec 31, 2025	ROYAL BANK OF CANADA	0.53%	130.6K	38.97M	-40.73K	-23.77%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.16%	39.61K	8.02M	17	+0.04%
Dec 31, 2025	TRINITY LEGACY PARTNERS, LLC	0.17%	40.55K	12.1M	532	+1.33%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	49.34K	14.72M	588	+1.21%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.19%	46.85K	13.98M	13.36K	+39.90%
Dec 31, 2025	CAPITAL ADVANTAGE, INC.	0.21%	51.56K	15.38M	334	+0.65%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.32%	78.15K	23.32M	76.54K	+4,759.95%
Dec 31, 2025	UBS GROUP AG	1.31%	320.58K	95.65M	7.5K	+2.40%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.35%	86.65K	25.85M	-225	-0.26%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.37%	90.3K	26.94M	7.97K	+9.69%
Dec 31, 2025	LIDO ADVISORS, LLC	0.42%	102.94K	30.59M	5.94K	+6.13%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.43%	104.5K	31.18M	9.38K	+9.86%
Dec 31, 2025	JPMORGAN CHASE & CO	0.57%	139.54K	41.64M	-2.79K	-1.96%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.58%	142.12K	42.41M	3.38K	+2.43%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.59%	143.59K	42.85M	3.32K	+2.37%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.63%	153.64K	45.85M	-2.29K	-1.47%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	256.83K	76.63M	-17.92K	-6.52%
Dec 31, 2025	LPL FINANCIAL LLC	1.19%	290.24K	86.6M	6.3K	+2.22%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.06%	15.72K	4.69M	13.41K	+581.87%
Dec 31, 2025	BAILARD, INC.	0.07%	16.14K	4.82M	793	+5.17%
Dec 31, 2025	FINANCIAL ADVISORY PARTNERS, LLC	0.07%	16.65K	4.97M	207	+1.26%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.45%	354.19K	105.68M	-43.67K	-10.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.36%	575.52K	171.72M	42.32K	+7.94%
Dec 31, 2025	MORGAN STANLEY	3.92%	958.37K	285.96M	24.51K	+2.62%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.08%	19.58K	5.84B	1.49K	+8.21%
Dec 31, 2025	SHARPER & GRANITE LLC	0.08%	19.63K	5.86M	-7	-0.04%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	20K	5.97M	0	0
Dec 31, 2025	ESG PLANNING	0.08%	20.14K	6.01M	1.81K	+9.89%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	51.57K	15.39M	-223	-0.43%
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.22%	52.61K	15.7M	-11.02K	-17.31%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.26%	63.53K	18.96M	2.84K	+4.68%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	64.28K	19.2M	-2.5K	-3.74%
Dec 31, 2025	M&T BANK CORP	0.27%	66.77K	19.92M	-728	-1.08%
Dec 31, 2025	HARFST & ASSOCIATES, INC.	0.27%	66.78K	19.93M	-2.36K	-3.41%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	104.54K	31.19M	-1.13K	-1.07%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	213.49K	63.7M	3.37K	+1.60%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	16.01%	3.91M	1.17B	-2.86K	-0.07%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	22.09K	6.59M	-620	-2.73%
Dec 31, 2025	RICHMOND BROTHERS, INC.	0.09%	23K	6.86M	-2.47K	-9.68%
Dec 31, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.1%	23.74K	7.08M	-186	-0.78%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.1%	25.24K	7.53M	-8.34K	-24.83%
Dec 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.11%	27.38K	8.17M	64	+0.23%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.12%	29.28K	8.74M	-36	-0.12%
Dec 31, 2025	POLIANTA LTD	0.12%	29.9K	8.92M	29.9K	+100.00%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	33.23K	9.92M	-989	-2.89%
Dec 31, 2025	AGF MANAGEMENT LTD	0.16%	38.51K	11.49M	-1.2K	-3.02%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.16%	38.87K	11.6M	-2.55K	-6.15%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.18%	43.67K	13.03M	553	+1.28%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.41%	100.16K	29.89M	1.72K	+1.74%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.61%	149.9K	44.73M	7.17K	+5.02%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	3.98%	971.31K	289.82M	47.75K	+5.17%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.09%	21.4K	6.38M	3.38K	+18.73%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.09%	21.46K	6.4M	3.8K	+21.49%
Dec 31, 2025	MARINER, LLC	0.1%	24.35K	7.26M	3.62K	+17.44%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.13%	31.83K	9.5M	12.53K	+64.89%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.07%	16.79K	5.01M	-38	-0.23%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	17.06K	5.09M	700	+4.28%
Dec 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.07%	17.08K	5.1M	253	+1.50%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	17.14K	5.12M	-82	-0.48%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	17.17K	5.12M	5.28K	+44.44%
Dec 31, 2025	SYON CAPITAL LLC	0.08%	18.86K	5.63M	-450	-2.33%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	31.14K	9.29M	-8.56K	-21.55%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.15%	36.61K	10.92M	-2.84K	-7.19%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	38.01K	11.95M	2.22K	+6.20%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	75.87K	22.64M	-862	-1.12%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	39.7K	11.76M	1.33K	+3.46%
Sep 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.16%	40.01K	12.02M	451	+1.14%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	39.59K	11.73M	506	+1.29%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	35.79K	10.64M	4.08K	+12.85%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.12%	29.32K	8.69M	413	+1.43%
Sep 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.11%	27.31K	8.06M	-311	-1.13%
Sep 30, 2025	BERKELEY CAPITAL PARTNERS, LLC	0.1%	24.72K	7.33M	523	+2.16%
Sep 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.1%	23.92K	7.09M	-642	-2.61%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	22.71K	6.73M	1.02K	+4.71%
Sep 30, 2025	MARINER, LLC	0.08%	20.73K	6.14M	38	+0.18%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.1%	25.47K	7.55M	-666	-2.55%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	20K	5.93M	-20K	-50.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.17%	41.41K	12.27M	-26.64K	-39.14%
Sep 30, 2025	AGF MANAGEMENT LTD	0.16%	39.71K	11.76M	80	+0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	39.45K	11.69M	4.26K	+12.09%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	34.22K	10.14M	477	+1.41%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.14%	33.58K	9.95M	28.63K	+578.87%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.14%	33.49K	9.92M	1.99K	+6.32%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	22.31K	6.61M	4.99K	+28.84%
Sep 30, 2025	SHARPER & GRANITE LLC	0.08%	19.64K	5.82M	-2.82K	-12.57%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.26%	63.63K	18.85M	1.24K	+1.99%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.25%	60.7K	17.98M	1.68K	+2.84%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.09%	21.06K	5.59M	9.57K	+83.26%
Sep 30, 2025	UBS GROUP AG	1.28%	313.08K	92.76M	-2.92K	-0.92%
Sep 30, 2025	SYON CAPITAL LLC	0.08%	19.31K	5.72M	34	+0.18%
Sep 30, 2025	ESG PLANNING	0.08%	18.33K	5.43M	2.95K	+19.15%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.07%	18.1K	5.36M	73	+0.41%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.07%	18.02K	5.34M	7.09K	+64.90%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.07%	17.66K	5.23M	161	+0.92%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	17.22K	5.1M	-1.06K	-5.80%
Sep 30, 2025	FMR LLC	0.07%	17.1K	5.07M	606	+3.67%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.07%	16.83K	4.99M	122	+0.73%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.07%	16.82K	4.98M	809	+5.05%
Sep 30, 2025	FINANCIAL ADVISORY PARTNERS, LLC	0.07%	16.44K	4.87M	526	+3.30%
Sep 30, 2025	BAILARD, INC.	0.06%	15.35K	4.55M	-90	-0.58%
Sep 30, 2025	BONFIRE FINANCIAL	0.06%	15.29K	4.53M	38	+0.25%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.06%	15.21K	4.51M	-193	-1.25%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.06%	15.11K	4.48M	156	+1.04%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.06%	14.32K	4.24M	445	+3.21%
Sep 30, 2025	GRIMES & COMPANY, INC.	0.06%	14.24K	4.22M	-633	-4.26%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.06%	14.14K	4.19M	-529	-3.61%
Sep 30, 2025	SALOMON & LUDWIN, LLC	0.06%	13.62K	4.05M	-52	-0.38%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	16.03%	3.92M	1.16B	247.48K	+6.75%
Sep 30, 2025	MORGAN STANLEY	3.82%	933.86K	276.69M	-160.92K	-14.70%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	3.78%	923.56K	273.64M	13.62K	+1.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.18%	533.2K	157.98M	8.1K	+1.54%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.63%	397.86K	117.88M	-59.12K	-12.94%
Sep 30, 2025	LPL FINANCIAL LLC	1.16%	283.95K	84.13M	43.98K	+18.33%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.12%	274.75K	81.41M	-45.98K	-14.34%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.86%	210.13K	62.26M	-15.41K	-6.83%
Sep 30, 2025	ROYAL BANK OF CANADA	0.7%	171.32K	50.76M	12.17K	+7.64%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.64%	155.93K	46.2M	-2.34K	-1.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.58%	142.73K	42.66M	368	+0.26%
Sep 30, 2025	JPMORGAN CHASE & CO	0.58%	142.33K	42.17M	2.51K	+1.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.57%	140.28K	41.56M	-888	-0.63%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.57%	138.74K	41.11M	2.85K	+2.09%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	105.68K	31.31M	6.38K	+6.43%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	98.44K	29.17M	-8.05K	-7.56%
Sep 30, 2025	LIDO ADVISORS, LLC	0.4%	97K	28.74M	39K	+67.24%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	95.13K	28.18M	31.09K	+48.54%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.36%	86.87K	25.74M	424	+0.49%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.34%	82.33K	24.39M	-1.06K	-1.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	76.73K	22.73M	-483	-0.63%
Sep 30, 2025	HARFST & ASSOCIATES, INC.	0.28%	69.14K	20.48M	2.3K	+3.44%
Sep 30, 2025	M&T BANK CORP	0.28%	67.5K	20M	-10.02K	-12.92%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	66.78K	19.56M	9.26K	+16.10%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	51.79K	15.34M	23.33K	+81.97%
Sep 30, 2025	CAPITAL ADVANTAGE, INC.	0.21%	51.22K	15.18M	-609	-1.18%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.2%	48.75K	14.44M	-1.61K	-3.20%
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.18%	43.12K	12.78M	-2.65K	-5.79%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.13%	31.5K	8.82M	816	+2.66%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.12%	28.9K	8.09M	28.9K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	28.46K	7.97M	-933	-3.17%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.11%	27.62K	7.71M	-3.58K	-11.49%
Jun 30, 2025	RICHMOND BROTHERS, INC.	0.11%	26.14K	7.32M	-4.72K	-15.29%
Jun 30, 2025		0.1%	24.56K	6.88M	830	+3.50%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.15%	35.52K	9.95M	928	+2.68%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.56%	135.9K	38.06M	1.41K	+1.05%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.24%	59.02K	16.53M	934	+1.61%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.19%	45.77K	12.82M	-3.46K	-7.04%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	40K	11.2M	-20K	-33.33%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	15.01%	3.67M	1.03B	-16.06K	-0.44%
Jun 30, 2025	MORGAN STANLEY	4.48%	1.09M	306.61M	372.4K	+51.55%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	3.72%	909.94K	254.85M	15.95K	+1.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.15%	525.1K	147.06M	-26.29K	-4.77%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	320.73K	89.83M	-59.47K	-15.64%
Jun 30, 2025	UBS GROUP AG	1.29%	315.99K	88.5M	1.37K	+0.43%
Jun 30, 2025	BERKELEY CAPITAL PARTNERS, LLC	0.1%	24.2K	6.78M	-11.87K	-32.91%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.87%	456.98K	127.99M	301.96K	+194.78%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	1.59%	389.36K	83.82K	389.36K	+100.00%
Jun 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.1%	24.56K	6.88M	830	+3.50%
Jun 30, 2025	LPL FINANCIAL LLC	0.98%	239.97K	67.21M	33.51K	+16.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	225.53K	63.17M	-31.13K	-12.13%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.75%	182.33K	651K	181.58K	+24,177.76%
Jun 30, 2025	ROYAL BANK OF CANADA	0.65%	159.16K	44.58M	6.34K	+4.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.65%	158.28K	44.33M	-11.67K	-6.87%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.58%	142.37K	40.05M	-792	-0.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.58%	141.16K	39.54M	22.05K	+18.51%
Jun 30, 2025	JPMORGAN CHASE & CO	0.57%	139.83K	39.16M	-3.59K	-2.51%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.44%	106.49K	29.82M	1.56K	+1.48%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.41%	99.29K	27.81M	-35.68K	-26.43%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.35%	86.45K	24.21M	2.45K	+2.91%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.34%	83.39K	23.35M	2.17K	+2.67%
Jun 30, 2025	M&T BANK CORP	0.32%	77.51K	21.71M	-5.31K	-6.41%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	77.21K	21.63M	2.67K	+3.58%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.28%	68.05K	19.06M	21.65K	+46.65%
Jun 30, 2025	HARFST & ASSOCIATES, INC.	0.27%	66.84K	18.72M	2K	+3.08%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.13%	32.07K	8.98M	192	+0.60%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.26%	64.04K	17.94M	19.05K	+42.34%
Jun 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.26%	62.39K	17.47M	7K	+12.64%
Jun 30, 2025	LIDO ADVISORS, LLC	0.24%	58K	16.24M	4.63K	+8.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	57.52K	16.11M	2.97K	+5.45%
Jun 30, 2025	CAPITAL ADVANTAGE, INC.	0.21%	51.83K	14.52M	-410	-0.78%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	50.36K	14.1M	-846	-1.65%
Jun 30, 2025	AGF MANAGEMENT LTD	0.16%	39.63K	11.1M	925	+2.39%
Jun 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.16%	39.56K	11.31M	-98	-0.25%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	39.08K	10.95M	12.87K	+49.10%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	38.37K	10.75M	-437	-1.13%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	35.19K	9.86M	-3.62K	-9.32%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	33.74K	9.45M	386	+1.16%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.13%	31.81K	8.96M	-8.31K	-20.70%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	31.71K	9.02M	23.37K	+279.98%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.25%	60K	14.85M	60K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.24%	58.08K	14.38M	1.17K	+2.06%
Mar 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.23%	55.39K	13.71M	-1.31K	-2.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	54.54K	13.52M	2.85K	+5.52%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.16%	40.11K	9.93M	-5.3K	-11.66%
Mar 31, 2025	TRINITY LEGACY PARTNERS, LLC	0.16%	39.66K	10.63M	-1.8K	-4.34%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.14%	33.36K	8.26M	812	+2.50%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.13%	31.87K	7.89M	-2.89K	-8.32%
Mar 31, 2025	LIDO ADVISORS, LLC	0.22%	53.37K	13.21M	3.91K	+7.90%
Mar 31, 2025		0.1%	23.73K	5.88M	707	+3.07%
Mar 31, 2025	SHARPER & GRANITE LLC	0.1%	23.29K	5.76M	1.03K	+4.61%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.56%	380.2K	94.12M	32.61K	+9.38%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.14%	34.6K	8.56M	2.7K	+8.46%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.13%	30.68K	7.6M	13.07K	+74.23%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	29.39K	7.28M	20	+0.07%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.33%	81.21K	20.1M	5.9K	+7.83%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.49%	119.11K	29.49M	9.21K	+8.38%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.55%	134.97K	33.41M	7.24K	+5.67%
Mar 31, 2025	CAPITAL ADVANTAGE, INC.	0.21%	52.24K	13.29M	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.59%	143.42K	35.5M	19.34K	+15.59%
Mar 31, 2025	BERKELEY CAPITAL PARTNERS, LLC	0.15%	36.07K	8.93M	-57	-0.16%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.43%	104.93K	25.98M	-1.42K	-1.34%
Mar 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.55%	134.49K	33.29M	636	+0.48%
Mar 31, 2025	RICHMOND BROTHERS, INC.	0.13%	30.85K	7.64M	1.32K	+4.48%
Mar 31, 2025	LPL FINANCIAL LLC	0.85%	206.46K	51.11M	13.06K	+6.75%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.7%	169.94K	42.07M	5.95K	+3.63%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	256.67K	63.54M	-2.32K	-0.90%
Mar 31, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.13%	31.21K	7.71M	582	+1.90%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	74.54K	18.45M	1.77K	+2.43%
Mar 31, 2025	UBS GROUP AG	1.29%	314.63K	77.89M	-28.15K	-8.21%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	143.16K	35.33M	-1.14K	-0.79%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	152.81K	37.83M	-1.16K	-0.76%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.11%	27.64K	6.84M	376	+1.38%
Mar 31, 2025	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.11%	27.58K	6.83M	-6.95K	-20.12%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.11%	26.21K	6.49M	-16.45K	-38.56%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	51.21K	12.68M	-40	-0.08%
Mar 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.2%	49.23K	12.19M	736	+1.52%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.19%	46.4K	11.49M	2.66K	+6.07%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	44.99K	11.14M	14.89K	+49.47%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.16%	38.81K	9.61M	22.75K	+141.61%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	38.81K	9.61M	1.62K	+4.35%
Mar 31, 2025	AGF MANAGEMENT LTD	0.16%	38.7K	9.58M	-2.12K	-5.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	15.08%	3.68M	911.92M	-468.35K	-11.28%
Mar 31, 2025	M&T BANK CORP	0.34%	82.82K	20.5M	1.23K	+1.51%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0.34%	84K	20.79M	331	+0.40%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	3.66%	893.99K	221.31M	15.7K	+1.79%
Mar 31, 2025	MORGAN STANLEY	2.96%	722.37K	178.82M	-2.48K	-0.34%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.26%	551.39K	136.5M	12.71K	+2.36%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.63%	155.02K	42.18M	-471.35K	-75.25%
Mar 31, 2025	HARFST & ASSOCIATES, INC.	0.27%	64.84K	16.05M	2.35K	+3.75%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.99%	478.31K	116.78M	57.16K	+13.57%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	2.92%	713.79K	172.79M	484.09K	+210.75%
Mar 31, 2024	KEEBECK WEALTH MANAGEMENT, LLC	0.09%	22.16K	5.41M	-691	-3.02%
Mar 31, 2024	AXIOM FINANCIAL STRATEGIES, LLC	0.09%	22.73K	5.55M	3.15K	+16.08%
Mar 31, 2024	LEDYARD NATIONAL BANK	0.09%	22.95K	5.6M	-3.94K	-14.65%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	23.84K	5.82M	235	+1.00%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.1%	24.61K	6.01M	204	+0.84%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.1%	25.29K	6.18M	-10.34K	-29.01%
Mar 31, 2024	SHARPER & GRANITE LLC	0.11%	25.65K	6.24M	819	+3.30%
Mar 31, 2024	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.11%	26.96K	6.58K	1.1K	+4.23%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.13%	30.79K	7.52M	17.17K	+126.07%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	31.81K	7.77M	-255	-0.80%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0.14%	33.1K	8.08M	486	+1.49%
Mar 31, 2024	TRINITY LEGACY PARTNERS, LLC	0.15%	35.52K	8.67M	19.56K	+122.57%
Mar 31, 2024	LIDO ADVISORS, LLC	0.15%	35.64K	8.7M	4.43K	+14.18%
Mar 31, 2024	INVST, LLC	0.15%	37.43K	9.06M	-897	-2.34%
Mar 31, 2024	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.16%	37.97K	9.27M	-165	-0.43%
Mar 31, 2024	CETERA ADVISORS LLC	0.17%	41.1K	10.04M	33.69K	+454.17%
Mar 31, 2024	BERKELEY CAPITAL PARTNERS, LLC	0.17%	41.66K	10.17M	2.93K	+7.55%
Mar 31, 2024	CERCANO MANAGEMENT LLC	0.19%	45.39K	11.08M	45.39K	+100.00%
Mar 31, 2024	CADENT CAPITAL ADVISORS, LLC	0.2%	49.89K	12.18M	19.91K	+66.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	74.21K	18.13M	-22.37K	-23.16%
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0.34%	82.18K	20.07M	374	+0.46%
Mar 31, 2024	M&T BANK CORP	0.37%	91.55K	22.35M	-2.37K	-2.53%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.38%	92.64K	22.62M	5.88K	+6.78%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	98.48K	24.04M	-2.7K	-2.66%
Mar 31, 2024	ROYAL BANK OF CANADA	0.46%	110.59K	27M	-6.25K	-5.35%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.48%	116.66K	28.51M	-2.58K	-2.17%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.09%	21.13K	5.16M	1.13K	+5.64%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.09%	21.61K	5.28M	10.15K	+88.58%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.35%	85.65K	20.91M	29.12K	+51.52%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.36%	86.36K	21.04M	5.6K	+6.93%
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	0.31%	76.21K	18.61M	-1.68K	-2.15%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	78.62K	19.19M	78.62K	+100.00%
Mar 31, 2024	KELLETT WEALTH ADVISORS, LLC	0.08%	18.69K	4.56M	3.41K	+22.27%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.08%	19.84K	4.84M	-34	-0.17%
Mar 31, 2024	PRIVIUM FUND MANAGEMENT (UK) LTD	0.08%	19.89K	4.79M	5.91K	+42.28%
Mar 31, 2024	CREDIT SUISSE AG/	0.08%	19.89K	4.86M	5.91K	+42.28%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0.08%	20.22K	4.94M	-1.05K	-4.95%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.54%	130.73K	31.92M	5.01K	+3.98%
Mar 31, 2024	TRANQUILLI FINANCIAL ADVISOR LLC	0.09%	20.6K	5.03M	11.86K	+135.68%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	20.65K	5.04M	7.04K	+51.70%
Mar 31, 2024	MORGAN STANLEY	2.27%	545.6K	133.21M	20.16K	+3.84%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	3.27%	799.52K	195.2M	17.61K	+2.25%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	18.78%	4.52M	1.1B	301.87K	+7.16%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.59%	144.11K	35.19M	128.12K	+800.88%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.6%	144.25K	35.22M	-1.74K	-1.19%
Mar 31, 2024	JPMORGAN CHASE & CO	0.61%	145.97K	35.64M	-24.53K	-14.39%
Mar 31, 2024	LPL FINANCIAL LLC	0.66%	158.4K	38.67M	-385	-0.24%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.18%	44.29K	10.81M	1.42K	+3.31%
Mar 31, 2024	DESTINY WEALTH PARTNERS, LLC	0.18%	44.94K	10.97M	-5.21K	-10.38%
Mar 31, 2024	AGF MANAGEMENT LTD	0.19%	46.65K	11.39M	275	+0.59%
Mar 31, 2024	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.2%	48.24K	11.68M	29.92K	+163.24%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	51.15K	12.49M	21.92K	+75.00%
Mar 31, 2024	EDMOND DE ROTHSCHILD HOLDING S.A.	0.21%	52.46K	12.81M	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.22%	53.44K	13.05M	-3.96K	-6.89%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	53.02K	12.94M	1.87K	+3.65%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.31%	74.69K	18.24M	2.75K	+3.83%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.59%	381.62K	93.17M	263.66K	+223.52%
Dec 31, 2023		0.08%	20.03K	4.41M	667	+3.45%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	21.99K	4.85M	2.17K	+10.95%
Dec 31, 2023	KEEBECK WEALTH MANAGEMENT, LLC	0.09%	22.85K	5.04M	-64	-0.28%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.1%	23.6K	5.2M	255	+1.09%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.1%	24.4K	5.38M	908	+3.86%
Dec 31, 2023	SHARPER & GRANITE LLC	0.1%	24.83K	5.47M	-1.06K	-4.10%
Dec 31, 2023	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.11%	25.87K	5.7M	1.16K	+4.68%
Dec 31, 2023	VISIONARY WEALTH ADVISORS	0.11%	25.96K	5.72M	-36	-0.14%
Dec 31, 2023	POLIANTA LTD	0.11%	26.6K	5.86M	26.6K	+100.00%
Dec 31, 2023	LEDYARD NATIONAL BANK	0.11%	26.89K	5.93M	-12.08K	-31.01%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	29.23K	6.44M	-22.23K	-43.20%
Dec 31, 2023	CADENT CAPITAL ADVISORS, LLC	0.12%	29.98K	6.61M	-72	-0.24%
Dec 31, 2023	LIDO ADVISORS, LLC	0.13%	31.21K	6.88M	26.69K	+589.79%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	32.06K	7.07M	328	+1.03%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	32.3K	147K	32.3K	+100.00%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.13%	32.61K	7.19M	341	+1.06%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.14%	34.79K	7.67M	26.69K	+329.24%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.15%	35.63K	7.85M	236	+0.67%
Dec 31, 2023	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.16%	38.13K	8.4M	1.3K	+3.52%
Dec 31, 2023	INVST, LLC	0.16%	38.33K	8.56M	-9.64K	-20.09%
Dec 31, 2023	BERKELEY CAPITAL PARTNERS, LLC	0.16%	38.73K	8.54M	731	+1.92%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.18%	42.87K	9.45M	-18.58K	-30.24%
Dec 31, 2023	AGF MANAGEMENT LTD	0.19%	46.37K	10.22M	-515	-1.10%
Dec 31, 2023	DESTINY WEALTH PARTNERS, LLC	0.21%	50.15K	10.76M	50.15K	+100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	51.15K	11.28M	-5.27K	-9.35%
Dec 31, 2023	EDMOND DE ROTHSCHILD HOLDING S.A.	0.21%	52.46K	11.56M	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.23%	56.53K	12.46M	-40.05K	-41.47%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.23%	57.4K	12.65M	-1.53K	-2.60%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.23%	57.41K	12.66M	53.42K	+1,338.13%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	71.94K	15.86M	-20.06K	-21.80%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	0.32%	77.89K	17.17M	58	+0.07%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.33%	80.76K	17.79M	34.25K	+73.66%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0.33%	81.81K	18.03M	-3.97K	-4.63%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.36%	86.76K	19.12M	3.39K	+4.06%
Dec 31, 2023	M&T BANK CORP	0.38%	93.92K	20.7M	-1.42K	-1.48%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.4%	96.58K	21.3M	-194.9K	-66.87%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	101.17K	22.3M	30.72K	+43.59%
Dec 31, 2023	ROYAL BANK OF CANADA	0.48%	116.84K	25.76M	-37.46K	-24.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.48%	117.96K	26M	-359.84K	-75.31%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.49%	119.24K	26.75M	-11.32K	-8.67%
Dec 31, 2023	COMPASS FINANCIAL GROUP, INC/SD	0.51%	125.72K	27.71M	1.67K	+1.35%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.6%	145.99K	32.18M	2.2K	+1.53%
Dec 31, 2023	LPL FINANCIAL LLC	0.65%	158.79K	35M	4.46K	+2.89%
Dec 31, 2023	JPMORGAN CHASE & CO	0.7%	170.5K	37.58M	78.06K	+84.44%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	0.94%	229.7K	50.63M	-771.96K	-77.07%
Dec 31, 2023	UBS GROUP AG	1.61%	394.51K	86.96M	12.79K	+3.35%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.72%	421.15K	92.83M	-82.76K	-16.42%
Dec 31, 2023	MORGAN STANLEY	2.15%	525.44K	115.82M	35.06K	+7.15%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	17.26%	4.22M	929.79M	-595.4K	-12.37%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0.09%	21.27K	4.15M	0	0

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