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

Who are the major shareholders selling iShares MSCI USA Value Factor ETF stock?

M&T BANK CORP, in the last quarter, reduced its stake in VLUE by -7.92% restricting it's holding to 327.32 thousand shares of worth nearly $44.75M. STONEHEARTH CAPITAL MANAGEMENT, LLC also lessened -2.14% of the VLUE shares from its portfolio, reducing its holding to 254.28 thousand shares of worth $34.77M. APTUS CAPITAL ADVISORS, LLC also shunned VLUE shares holding by -0.94% last quarter which brought its holding to 45.25 thousand shares worth $6.19M.

Investors who are buying VLUE stock?

As per its latest 13F filing, JANNEY MONTGOMERY SCOTT LLC increased its stake in VLUE by 3.09% in the last quarter. The institutional holder raised its holding to 339.96 thousand shares having worth more than $46.48M. WELLS FARGO & COMPANY/MN also added 9.83% more shares of VLUE to its portfolio, raising its holding to 353.29 thousand shares of worth $48.31M. CIBC WORLD MARKET INC. also increased its VLUE shares holding by 100% which brought its holding to 103.06 thousand shares worth $14.09M.

VLUE's major insiders: who are they?

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

Did an insider recently sell VLUE stock?

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

Which insider recently purchased VLUE stock?

There have been 0 transaction(s) during the past 6-months in which iShares MSCI USA Value Factor ETF insiders have bought stock, totalling 0 shares

How much of VLUE does insiders own?

Around 0 iShares MSCI USA Value Factor ETF shares are held by insiders, which represents about N/A of VLUE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VLUE?

M&T BANK CORP is the largest institutional owner in VLUE which holds 327.32 thousand shares worth $44.75M or 0.53% of the total VLUE shares outstanding followed by JANNEY MONTGOMERY SCOTT LLC with ownership of 339.96 thousand shares representing 0.53% of the VLUE ownership. WELLS FARGO & COMPANY/MN is the third largest stakeholder with 353.29 thousand shares or 0.56% of the ownership worth more than $48.31M.

Is iShares MSCI USA Value Factor ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VLUE is concerned, it is a stock which is optionable.

Is there a short position on VLUE's shares?

Number of VLUE 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 VLUE shares are there?

As of today, null shares of VLUE are outstanding.

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

VLUE 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 VLUE is null.

iShares MSCI USA Value Factor ETF (VLUE) 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. M&T BANK CORP is the top corporate investor, holding 327.32K shares valued at $44.75M. A 0.53% stake in iShares MSCI USA Value Factor ETF is owned by the company. JANNEY MONTGOMERY SCOTT LLC owns 339.96K shares valued at $46.48M, which translates its holding of 0.53% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	M&T BANK CORP	0.53%	327.32K	44.75M	-28.17K	-7.92%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.53%	339.96K	46.48M	10.18K	+3.09%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.56%	353.29K	48.31M	31.63K	+9.83%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.16%	103.06K	14.09M	103.06K	+100.00%
Dec 31, 2025	ERSTE ASSET MANAGEMENT GMBH	0.16%	103.4K	14.14M	58.3K	+129.27%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	103.56K	14.16M	10.77K	+11.60%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	145.8K	19.95M	1.66K	+1.15%
Dec 31, 2025	MARKS WEALTH, LLC	0.41%	252.78K	34.56M	252.78K	+100.00%
Dec 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.42%	254.28K	34.77M	-5.56K	-2.14%
Dec 31, 2025	COLONY GROUP, LLC	0.52%	328.96K	44.98M	45.63K	+16.11%
Dec 31, 2025	UBS GROUP AG	0.57%	361.92K	49.49M	8.8K	+2.49%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	45.25K	6.19M	-431	-0.94%
Dec 31, 2025	ANDERSON HOAGLAND & CO	0.07%	45.67K	6.24M	881	+1.97%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	156.51K	21.4M	-1.25K	-0.79%
Dec 31, 2025	INTRUST BANK NA	0.38%	243.46K	33.29M	-11.68K	-4.58%
Dec 31, 2025	JPMORGAN CHASE & CO	0.68%	413.8K	56.58M	24.36K	+6.26%
Dec 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.73%	447.7K	61.21M	-87.3K	-16.32%
Dec 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.76%	464.18K	63.47M	4.95K	+1.08%
Dec 31, 2025	LPL FINANCIAL LLC	0.85%	538.17K	73.58M	11.7K	+2.22%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.87%	550.2K	75.23M	-1.59K	-0.29%
Dec 31, 2025	MORGAN STANLEY	1.32%	840.47K	114.92M	98.16K	+13.22%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	1.88%	1.2M	163.55M	-10.16K	-0.84%
Dec 31, 2025	BLACKROCK, INC.	2.21%	1.41M	192.18M	-62.49K	-4.26%
Dec 31, 2025	MATSON MONEY. INC.	4.25%	2.6M	355.67M	0	0
Dec 31, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	7.45%	4.69M	641.68M	-9.86K	-0.21%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	35.77%	22.75M	3.11B	586.24K	+2.65%
Dec 31, 2025	LIDO ADVISORS, LLC	0.25%	157.15K	19.65M	34	+0.02%
Dec 31, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.27%	171.95K	23.45M	-2.65K	-1.52%
Dec 31, 2025	ROYAL BANK OF CANADA	0.27%	174.41K	23.85M	-82.75K	-32.18%
Dec 31, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.29%	183.7K	25.12M	1.58K	+0.87%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	226.49K	30.97M	-8.09K	-3.45%
Dec 31, 2025	CWM, LLC	0.37%	232.25K	31.76M	-5.7K	-2.39%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.94%	1.23M	168.02M	-37.29K	-2.95%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.53%	1.61M	219.68M	-162.23K	-9.17%
Dec 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.24%	145.95K	19.96M	-1.5K	-1.01%
Dec 31, 2025		0.12%	78.25K	10.7M	78.25K	+100.00%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.15%	96.6K	13.21M	418	+0.43%
Dec 31, 2025	ADDISON ADVISORS LLC	0.18%	114.85K	15.7M	-521	-0.45%
Dec 31, 2025	PRUDENTIAL PLC	0.19%	120K	16.41M	120K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	130.73K	17.88M	-3.04K	-2.27%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	196.83K	26.9M	114.48K	+139.03%
Dec 31, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.41%	249.89K	34.17M	4.61K	+1.88%
Dec 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.66%	417.95K	57.15M	-1.08M	-72.06%
Dec 31, 2025	FMR LLC	0.96%	607.65K	83.08M	106.93K	+21.36%
Dec 31, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.1%	63.57K	8.69M	-1.82K	-2.78%
Dec 31, 2025	SIGNATUREFD, LLC	0.13%	81.03K	11.08M	-256	-0.31%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.1%	65.31K	8.93M	16.33K	+33.33%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.1%	65.72K	8.99M	-44.64K	-40.45%
Dec 31, 2025	CFO4LIFE GROUP, LLC	0.11%	64.73K	8.85M	-3.35K	-4.92%
Dec 31, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.12%	72.03K	9.85M	-4.38K	-5.73%
Dec 31, 2025	FISCHER INVESTMENT STRATEGIES, LLC	0.09%	52.11K	7.13M	52.11K	+100.00%
Dec 31, 2025	TACTIVE ADVISORS, LLC	0.09%	55.36K	7.57M	55.36K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	57.18K	7.82M	14.87K	+35.13%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	58.5K	8M	-1.05K	-1.77%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	58.23K	7.96M	2.27K	+4.05%
Dec 31, 2025	CERITY PARTNERS LLC	0.1%	60.45K	8.27M	-4.62K	-7.11%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.1%	62.17K	8.5M	-3.83K	-5.80%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	60.8K	8.31M	-26.72K	-30.53%
Dec 31, 2025	SYNTAX RESEARCH, INC.	0.1%	61.56K	8.42M	-2.63K	-4.10%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.13%	79.61K	10.89M	79.61K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.23%	140.5K	19.21M	66.32K	+89.39%
Dec 31, 2025	FOSTER GROUP, INC.	0.22%	137K	18.73M	747	+0.55%
Sep 30, 2025	CWM, LLC	0.37%	237.95K	29.76M	44.65K	+23.10%
Sep 30, 2025	UBS GROUP AG	0.54%	353.12K	44.16M	-19.43K	-5.22%
Sep 30, 2025	ROYAL BANK OF CANADA	0.4%	257.16K	32.16M	-614.79K	-70.51%
Sep 30, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.28%	182.12K	22.77M	6.97K	+3.98%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.1%	68.08K	8.51M	-1.32K	-1.90%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.51%	329.78K	41.24M	61.26K	+22.81%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.49%	321.66K	40.22M	18.45K	+6.08%
Sep 30, 2025	LIDO ADVISORS, LLC	0.24%	157.12K	19.65M	133.37K	+561.54%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	144.14K	17.92M	73.87K	+105.12%
Sep 30, 2025	TLT FAMILY HOLDCO ULC	0.21%	139K	17.38M	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	110.35K	13.8M	-1.53K	-1.36%
Sep 30, 2025	SIGNATUREFD, LLC	0.13%	81.29K	10.16M	-590	-0.72%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.11%	74.18K	9.28M	12.48K	+20.22%
Sep 30, 2025	EFG ASSET MANAGEMENT (AMERICAS) CORP.	0.11%	72.63K	9.08M	-906	-1.23%
Sep 30, 2025	MASON STREET ADVISORS, LLC	0.49%	320K	40.02M	320K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	234.58K	29.33M	2.6K	+1.12%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.3%	197.25K	24.67M	-59.98K	-23.32%
Sep 30, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.27%	174.6K	21.83M	1.43K	+0.83%
Sep 30, 2025	ADDISON ADVISORS LLC	0.18%	115.37K	14.43M	-2.75K	-2.33%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.15%	96.18K	12.03M	14.68K	+18.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	92.8K	11.6M	37.98K	+69.30%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	87.52K	10.95M	-2.27K	-2.53%
Sep 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.12%	76.41K	9.55M	-10.01K	-11.58%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.1%	65.99K	8.25M	-3.91K	-5.59%
Sep 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.4%	259.84K	32.49M	-2.59K	-0.99%
Sep 30, 2025	INTRUST BANK NA	0.39%	255.14K	31.91M	-5.43K	-2.08%
Sep 30, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.38%	245.28K	30.67M	5.67K	+2.36%
Sep 30, 2025	FOSTER GROUP, INC.	0.21%	136.25K	17.04M	-7.68K	-5.33%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.21%	133.77K	16.73M	-1.26M	-90.43%
Sep 30, 2025	COLONY GROUP, LLC	0.44%	283.33K	35.43M	6.58K	+2.38%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	157.77K	19.73M	-19.69K	-11.10%
Sep 30, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.1%	65.39K	8.18M	1.1K	+1.71%
Sep 30, 2025	CERITY PARTNERS LLC	0.1%	65.08K	8.14M	-2.35K	-3.49%
Sep 30, 2025	SYNTAX RESEARCH, INC.	0.1%	64.19K	8.03M	-5.43K	-7.80%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	59.55K	7.45M	-1.58K	-2.59%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.09%	58.66K	7.34M	-1.51K	-2.52%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.08%	48.98K	6.13M	-7.34K	-13.04%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.07%	45.68K	5.71M	-136	-0.30%
Sep 30, 2025	ERSTE ASSET MANAGEMENT GMBH	0.07%	45.1K	5.63M	45.1K	+100.00%
Sep 30, 2025	ANDERSON HOAGLAND & CO	0.07%	44.79K	5.6M	195	+0.44%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.07%	43.63K	5.46M	-1.09K	-2.43%
Sep 30, 2025	WADDELL & ASSOCIATES, LLC	0.07%	42.5K	5.31M	-2.06K	-4.62%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	42.32K	5.27M	1.51K	+3.69%
Sep 30, 2025	WELL DONE, LLC	0.06%	40.42K	5.05M	-86	-0.21%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.06%	39.72K	4.97M	1.1K	+2.84%
Sep 30, 2025	SVB WEALTH LLC	0.06%	39.51K	4.94M	-8.43K	-17.59%
Sep 30, 2025	INTERCHANGE CAPITAL PARTNERS, LLC	0.06%	38.85K	4.86M	207	+0.54%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.06%	38K	4.75M	24K	+171.43%
Sep 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.23%	147.45K	18.44M	-42.81K	-22.50%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	34.05%	22.16M	2.77B	577.97K	+2.68%
Sep 30, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	7.23%	4.7M	588.1M	38.87K	+0.83%
Sep 30, 2025	MATSON MONEY. INC.	4%	2.6M	325.29M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.72%	1.77M	221.21M	17.07K	+0.97%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	2.3%	1.5M	187.06M	1.5M	+100.00%
Sep 30, 2025	BLACKROCK, INC.	2.26%	1.47M	183.58M	-75.32K	-4.88%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.95%	1.27M	158.33M	-140.5K	-9.99%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	1.85%	1.21M	150.85M	-4.14K	-0.34%
Sep 30, 2025	MORGAN STANLEY	1.14%	742.31K	92.83M	-31.96K	-4.13%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.85%	551.79K	69M	-20.06K	-3.51%
Sep 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.82%	535K	66.9M	-31.8K	-5.61%
Sep 30, 2025	LPL FINANCIAL LLC	0.81%	526.47K	65.83M	-7.63K	-1.43%
Sep 30, 2025	FMR LLC	0.77%	500.71K	62.61M	109.32K	+27.93%
Sep 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.71%	459.23K	57.43M	5.63K	+1.24%
Sep 30, 2025	JPMORGAN CHASE & CO	0.6%	389.44K	48.7M	-2.77K	-0.71%
Sep 30, 2025	M&T BANK CORP	0.55%	355.49K	44.45M	-94.63K	-21.02%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	82.34K	10.3M	-42.14K	-33.85%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.12%	1.75M	198.33M	-81.58K	-4.45%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.49%	1.4M	158.19M	-86.71K	-5.84%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.02%	571.85K	64.74M	-11.21K	-1.92%
Jun 30, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	1.01%	566.8K	64.17M	120.9K	+27.11%
Jun 30, 2025	UBS GROUP AG	0.66%	372.55K	42.18M	-177.21K	-32.23%
Jun 30, 2025	LPL FINANCIAL LLC	0.95%	534.09K	60.46M	31.66K	+6.30%
Jun 30, 2025	JPMORGAN CHASE & CO	0.7%	392.21K	44.4M	-18.34K	-4.47%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.54%	303.22K	34.33M	10.7K	+3.66%
Jun 30, 2025	SOUNDWATCH CAPITAL LLC	0.53%	295.08K	300.78K	295.08K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.48%	268.52K	30.4M	7.09K	+2.71%
Jun 30, 2025	INTRUST BANK NA	0.46%	260.57K	29.5M	10.88K	+4.36%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.46%	257.22K	29.12M	-958.8K	-78.85%
Jun 30, 2025	MULLOOLY ASSET MANAGEMENT, INC.	0.43%	239.61K	27.13M	3.48K	+1.47%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	231.99K	26.26M	-36.4K	-13.56%
Jun 30, 2025	CWM, LLC	0.34%	193.3K	21.88M	-647	-0.33%
Jun 30, 2025	FOSTER GROUP, INC.	0.26%	143.93K	16.29M	4.9K	+3.52%
Jun 30, 2025	TLT FAMILY HOLDCO ULC	0.25%	139K	15.74B	139K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	124.48K	14.09M	1.59K	+1.30%
Jun 30, 2025	ADDISON ADVISORS LLC	0.21%	118.12K	13.37M	-762	-0.64%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.12%	69.91K	7.91M	-125.41K	-64.21%
Jun 30, 2025	SYNTAX RESEARCH, INC.	0.12%	69.62K	7.88M	9.33K	+15.47%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.12%	69.4K	7.86M	-6.29K	-8.31%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.06%	32.51K	3.68M	-66	-0.20%
Jun 30, 2025	MARINER, LLC	0.06%	35.92K	4.07M	-9.49K	-20.90%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.07%	37.67K	4.26M	-11.96K	-24.10%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.07%	38.62K	4.37M	2	+0.01%
Jun 30, 2025	INTERCHANGE CAPITAL PARTNERS, LLC	0.07%	38.65K	4.38M	258	+0.67%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	40.81K	4.6M	3.78K	+10.19%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0.08%	44.55K	5.04M	-246	-0.55%
Jun 30, 2025	ANDERSON HOAGLAND & CO	0.08%	44.6K	5.05M	390	+0.88%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	45.82K	5.19M	-458	-0.99%
Jun 30, 2025	SVB WEALTH LLC	0.09%	47.94K	5.43M	-22.26K	-31.71%
Jun 30, 2025	GUNMA BANK,LTD.	0.09%	50K	5.66M	0	0
Jun 30, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	8.31%	4.66M	528.02M	48.39K	+1.05%
Jun 30, 2025	MATSON MONEY. INC.	4.63%	2.6M	294.49M	-84.45K	-3.14%
Jun 30, 2025	BLACKROCK, INC.	2.75%	1.54M	174.73M	-27.87K	-1.77%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.51%	1.41M	159.24M	-48.48K	-3.33%
Jun 30, 2025	WHARTON BUSINESS GROUP, LLC	2.16%	1.21M	136.8M	-91.47K	-7.03%
Jun 30, 2025	ROYAL BANK OF CANADA	1.55%	871.96K	98.72M	632.44K	+264.04%
Jun 30, 2025	MORGAN STANLEY	1.38%	774.27K	87.66M	26.42K	+3.53%
Jun 30, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.81%	453.6K	51.35M	-4.23K	-0.92%
Jun 30, 2025	M&T BANK CORP	0.8%	450.12K	50.96M	-105.66K	-19.01%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.37%	205K	23.21M	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.35%	194.67K	9.47M	179.63K	+1,194.19%
Jun 30, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.34%	190.26K	21.54M	6.18K	+3.36%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	177.46K	20.09M	-7.07K	-3.83%
Jun 30, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.31%	175.15K	19.83M	6.44K	+3.82%
Jun 30, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.31%	173.17K	19.6M	1.24K	+0.72%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.28%	156.49K	17.72M	156.49K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	89.79K	10.17M	1.48K	+1.67%
Jun 30, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.15%	86.42K	9.78M	7.27K	+9.19%
Jun 30, 2025	SIGNATUREFD, LLC	0.15%	81.88K	9.27M	-392	-0.48%
Jun 30, 2025	EFG ASSET MANAGEMENT (AMERICAS) CORP.	0.13%	73.54K	8.33M	37.93K	+106.52%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	111.88K	12.67M	-3.7K	-3.20%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	97K	10.98M	-198	-0.20%
Jun 30, 2025	CERITY PARTNERS LLC	0.12%	67.43K	7.63M	-699.98K	-91.21%
Jun 30, 2025	FIRST FINANCIAL BANK - TRUST DIVISION	0.11%	64.29K	7.28M	399	+0.62%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	60.18K	6.81M	5.03K	+9.11%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	59.89K	6.78M	-464	-0.77%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.1%	56.33K	6.38M	30.26K	+116.12%
Jun 30, 2025		0.25%	139K	15.74B	139K	+100.00%
Jun 30, 2025	WELL DONE, LLC	0.07%	40.51K	4.59M	-7.91K	-16.34%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.07%	38.27K	4.33M	144	+0.38%
Jun 30, 2025	FMR LLC	0.7%	391.39K	44.31M	-90.48K	-18.78%
Jun 30, 2025	COLONY GROUP, LLC	0.49%	276.75K	31.33M	83.31K	+43.07%
Jun 30, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.47%	262.43K	29.71M	-45.37K	-14.74%
Jun 30, 2025	ALLSTATE CORP	0.08%	45.65K	5.17M	45.65K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	70.27K	7.96M	5.82K	+9.03%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	54.81K	6.21M	-20.08K	-26.81%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	38.44%	21.58M	2.44B	904.7K	+4.38%
Mar 31, 2025	MASON INVESTMENT ADVISORY SERVICES, INC.	8.12%	4.62M	492.26M	27.58K	+0.60%
Mar 31, 2025	MORGAN STANLEY	1.32%	747.85K	79.76M	-8.52K	-1.13%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	115.58K	12.33M	-31.73K	-21.54%
Mar 31, 2025	ADDISON ADVISORS LLC	0.21%	118.88K	12.68M	3.22K	+2.78%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.22%	122.89K	13.11M	-35.93K	-22.62%
Mar 31, 2025	ELK RIVER WEALTH MANAGEMENT, LLC	0.3%	171.93K	18.34M	7.04K	+4.27%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.13%	75.69K	8.07M	-191.79K	-71.70%
Mar 31, 2025	SPIDER MANAGEMENT COMPANY, LLC	0.14%	76.99K	8.21M	0	0
Mar 31, 2025	CERRO PACIFIC WEALTH ADVISORS LLC	0.14%	79.14K	8.36M	2.78K	+3.64%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.51%	292.51K	31.2M	61.21K	+26.46%
Mar 31, 2025	HORIZON INVESTMENTS, LLC	0.52%	296.32K	31.6M	-30.11K	-9.22%
Mar 31, 2025	STONEHEARTH CAPITAL MANAGEMENT, LLC	0.54%	307.79K	32.83M	-63.72K	-17.15%
Mar 31, 2025	BLACKROCK, INC.	2.76%	1.57M	167.57M	51.71K	+3.40%
Mar 31, 2025	SIGNATUREFD, LLC	0.14%	82.27K	8.77M	1.87K	+2.32%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	79.4K	8.47M	-160	-0.20%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	184.53K	19.68M	-1.99K	-1.07%
Mar 31, 2025	COLONY GROUP, LLC	0.34%	193.44K	20.63M	105.38K	+119.65%
Mar 31, 2025		0.42%	236.13K	25.16M	236.13K	+100.00%
Mar 31, 2025	INTRUST BANK NA	0.44%	249.7K	26.63M	440	+0.18%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.46%	261.44K	27.88M	-2.89K	-1.09%
Mar 31, 2025	MERIDIAN WEALTH PARTNERS, LLC	0.3%	168.7K	17.99M	1.56K	+0.94%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.36%	205K	21.86M	-23.53K	-10.29%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	239.52K	25.54M	181.56K	+313.27%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	268.39K	28.62M	10.11K	+3.92%
Mar 31, 2025	JPMORGAN CHASE & CO	0.72%	410.56K	43.79M	2.6K	+0.64%
Mar 31, 2025	STATE OF MICHIGAN RETIREMENT SYSTEM	0.78%	445.9K	47.56M	24.5K	+5.81%
Mar 31, 2025	KATHMERE CAPITAL MANAGEMENT, LLC	0.81%	457.83K	48.83M	2.78K	+0.61%
Mar 31, 2025	UBS GROUP AG	0.97%	549.76K	58.63M	-75.89K	-12.13%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.03%	583.05K	62.18M	-18.76K	-3.12%
Mar 31, 2025	CERITY PARTNERS LLC	1.35%	767.41K	81.84M	33.33K	+4.54%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	2.56%	1.46M	155.19M	-60.83K	-4.01%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.16%	88.32K	9.42M	2.41K	+2.80%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	97.2K	10.37M	-5K	-4.89%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	2.14%	1.22M	129.69M	8.99K	+0.75%
Mar 31, 2025	WHARTON BUSINESS GROUP, LLC	2.29%	1.3M	138.81M	6.25K	+0.48%
Mar 31, 2025	SVB WEALTH LLC	0.12%	70.19K	7.49M	-22.65K	-24.39%
Mar 31, 2025	M&T BANK CORP	0.98%	555.78K	59.27M	-166.97K	-23.10%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	36.38%	20.68M	2.21B	536.41K	+2.66%
Mar 31, 2025	WOLF GROUP CAPITAL ADVISORS	0.17%	98.28K	10.48M	4.77K	+5.10%
Mar 31, 2025	FOSTER GROUP, INC.	0.24%	139.03K	14.83M	6.57K	+4.96%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	0.32%	184.08K	19.63M	184.08K	+100.00%
Mar 31, 2025	CWM, LLC	0.34%	193.95K	20.68M	25.68K	+15.26%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	195.32K	20.83M	122.83K	+169.45%
Mar 31, 2025	FMR LLC	0.85%	481.88K	51.39M	130.8K	+37.26%
Mar 31, 2025	LPL FINANCIAL LLC	0.88%	502.44K	53.58M	-28.32K	-5.34%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.61%	1.48M	158.27M	-210.08K	-12.40%
Mar 31, 2025	JEFFERIES FINANCIAL GROUP INC.	0.13%	71.94K	7.67M	71.94K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	74.89K	7.99M	-2.32K	-3.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.23%	1.83M	195.54M	-10.98K	-0.60%
Mar 31, 2025	MATSON MONEY. INC.	4.73%	2.69M	286.43M	-772.26K	-22.33%

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