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

Who are the major shareholders selling Vanguard Russell 1000 ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in VONE by -19% restricting it's holding to 43.82 thousand shares of worth nearly $12.93M. BANK OF MONTREAL /CAN/ also lessened -80.95% of the VONE shares from its portfolio, reducing its holding to 43.85 thousand shares of worth $12.94M. MML INVESTORS SERVICES, LLC also shunned VONE shares holding by -39.48% last quarter which brought its holding to 44.46 thousand shares worth $13.12M.

Investors who are buying VONE stock?

As per its latest 13F filing, ARBOR INVESTMENT ADVISORS, LLC increased its stake in VONE by 0.66% in the last quarter. The institutional holder raised its holding to 53.28 thousand shares having worth more than $15.72M. FMR LLC also added 0.97% more shares of VONE to its portfolio, raising its holding to 748.76 thousand shares of worth $220.97M. UBS ASSET MANAGEMENT AMERICAS INC also increased its VONE shares holding by 264.84% which brought its holding to 54.67 thousand shares worth $16.13M.

VONE's major insiders: who are they?

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

Did an insider recently sell VONE stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Russell 1000 ETF's stock. Within the last six months, there have been 0 transaction(s) in which VONE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VONE stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Russell 1000 ETF insiders have bought stock, totalling 0 shares

How much of VONE does insiders own?

Around 0 Vanguard Russell 1000 ETF shares are held by insiders, which represents about N/A of VONE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VONE?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in VONE which holds 43.82 thousand shares worth $12.93M or 0.13% of the total VONE shares outstanding followed by BANK OF MONTREAL /CAN/ with ownership of 43.85 thousand shares representing 0.13% of the VONE ownership. MML INVESTORS SERVICES, LLC is the third largest stakeholder with 44.46 thousand shares or 0.13% of the ownership worth more than $13.12M.

Is Vanguard Russell 1000 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 VONE is concerned, it is a stock which is optionable.

Is there a short position on VONE's shares?

Number of VONE 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 VONE shares are there?

As of today, null shares of VONE are outstanding.

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

VONE 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 VONE is null.

Vanguard Russell 1000 ETF (VONE) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 43.82K shares valued at $12.93M. A 0.13% stake in Vanguard Russell 1000 ETF is owned by the company. BANK OF MONTREAL /CAN/ owns 43.85K shares valued at $12.94M, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	43.82K	12.93M	-10.28K	-19.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.13%	43.85K	12.94M	-186.35K	-80.95%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	44.46K	13.12M	-29K	-39.48%
Mar 31, 2026	ARBOR INVESTMENT ADVISORS, LLC	0.16%	53.28K	15.72M	351	+0.66%
Mar 31, 2026	FMR LLC	2.27%	748.76K	220.97M	7.22K	+0.97%
Mar 31, 2026	RED CEDAR INVESTMENT MANAGEMENT, LLC	1.57%	517.02K	152.58M	-14.94K	-2.81%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.17%	54.67K	16.13M	39.69K	+264.84%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	40.15K	11.85M	-9.29K	-18.79%
Mar 31, 2026	MARINER, LLC	0.11%	37.4K	11.04M	9.29K	+33.03%
Mar 31, 2026	HIRTLE CALLAGHAN & CO LLC	0.29%	94.53K	27.9M	3.62K	+3.98%
Mar 31, 2026	CITIGROUP INC	1.39%	459.11K	135.49M	255	+0.06%
Mar 31, 2026	NORTHERN TRUST CORP	0.1%	33.69K	9.94M	49	+0.15%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	32.33K	9.54M	-830	-2.50%
Mar 31, 2026	RIALTO WEALTH MANAGEMENT, LLC	0.1%	31.82K	9.39M	-413	-1.28%
Mar 31, 2026	MORGAN STANLEY	3.93%	1.3M	383.2M	96.81K	+8.06%
Mar 31, 2026	THRIVE WEALTH MANAGEMENT, LLC	0.09%	31.2K	9.21M	-776	-2.43%
Mar 31, 2026	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.09%	30.91K	9.12M	-2.19K	-6.61%
Mar 31, 2026	CREATIVE PLANNING	0.09%	30.33K	8.95M	2.35K	+8.41%
Mar 31, 2026	FOUNDERS CAPITAL MANAGEMENT, LLC	0.09%	30.2K	8.91M	0	0
Mar 31, 2026	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	29.37K	8.67M	659	+2.30%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.18%	58.4K	17.36M	-37.39K	-39.03%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.36%	118.91K	35.09M	-70	-0.06%
Mar 31, 2026	NICOLET BANKSHARES INC	0.19%	61.53K	18.19M	29.64K	+92.94%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	63.78K	18.98M	-33.74K	-34.60%
Mar 31, 2026	OPUS CAPITAL GROUP, LLC	0.19%	63.82K	18.84M	1.62K	+2.61%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.2%	65.09K	19.21M	-649	-0.99%
Mar 31, 2026	STEGNER INVESTMENT ASSOCIATES INC.	0.2%	67.32K	19.87M	2.54K	+3.92%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.2%	67.49K	19.92M	909	+1.37%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0.21%	68.56K	20.23M	3.62K	+5.57%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.3%	98.7K	28.44M	16.95K	+20.73%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.3%	98.85K	29.17M	4.7K	+4.99%
Mar 31, 2026	JPMORGAN CHASE & CO	0.21%	70.91K	20.33M	2.09K	+3.04%
Mar 31, 2026	OLD NATIONAL BANCORP /IN/	0.32%	105.78K	31.22M	2.91K	+2.83%
Mar 31, 2026	LPL FINANCIAL LLC	0.33%	108.15K	31.92M	-8.97K	-7.66%
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	0.33%	109.36K	32.27M	-9.74K	-8.18%
Mar 31, 2026	VANGUARD ADVISERS INC	0.34%	112.82K	33.29M	112.82K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.35%	116.15K	34.28M	6.86K	+6.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.94%	311.96K	92.07M	12.83K	+4.29%
Mar 31, 2026	APELLA CAPITAL, LLC	1%	330.6K	106.38M	45.38K	+15.91%
Mar 31, 2026	EVOKE WEALTH, LLC	0.27%	90.19K	26.62M	-657	-0.72%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.24%	79.94K	23.59M	31.14K	+63.80%
Mar 31, 2026	HEARTWOOD WEALTH ADVISORS LLC	0.44%	146.08K	43.11M	5.98K	+4.27%
Mar 31, 2026	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.48%	157.51K	46.48M	-2.6K	-1.62%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.49%	161.93K	47.79M	5.25K	+3.35%
Mar 31, 2026	CERITY PARTNERS LLC	0.88%	290.15K	85.63M	125.18K	+75.88%
Mar 31, 2026	1900 WEALTH MANAGEMENT LLC	0.22%	72.44K	21.38M	554	+0.77%
Mar 31, 2026	CHERRYDALE WEALTH MANAGEMENT, LLC	0.22%	73.09K	21.57M	6.05K	+9.03%
Mar 31, 2026	CHOREO, LLC	0.22%	74.26K	21.92M	6.28K	+9.24%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.52%	171.7K	50.67M	74.83K	+77.26%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.7%	229.99K	67.87M	5.82K	+2.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.71%	235.83K	69.6M	14.54K	+6.57%
Mar 31, 2026	FLOWER CITY CAPITAL	0.73%	240.75K	71.05M	2.74K	+1.15%
Mar 31, 2026	HILLTOP PARTNERS LLC	0.76%	250.9K	74.05M	2.4K	+0.96%
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.9%	297.13K	87.69M	-1.68K	-0.56%
Mar 31, 2026	JORDAN PARK GROUP LLC	1.23%	407.66K	120.31M	31.67K	+8.42%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	1.45%	479.12K	141.4M	-5.18K	-1.07%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.68%	555.4K	163.91M	-222.68K	-28.62%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.76%	910.37K	268.68M	102.15K	+12.64%
Mar 31, 2026	UBS GROUP AG	2.15%	711.23K	209.9M	-81.75K	-10.31%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.48%	488.4K	144.14M	26.25K	+5.68%
Mar 31, 2026		0.09%	29.19K	8.61M	29.19K	+100.00%
Mar 31, 2026	RHUMBLINE ADVISERS	0.12%	40.73K	12.02M	27.76K	+214.16%
Dec 31, 2025	1900 WEALTH MANAGEMENT LLC	0.22%	71.89K	22.22M	3.04K	+4.42%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	54.1K	16.72M	695	+1.30%
Dec 31, 2025	OPUS CAPITAL GROUP, LLC	0.19%	62.2K	19.22M	-344	-0.55%
Dec 31, 2025	NICOLET BANKSHARES INC	0.1%	31.89K	9.86M	31.89K	+100.00%
Dec 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.42%	140.1K	43.3M	-304	-0.22%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.47%	156.68K	48.42M	1.99K	+1.29%
Dec 31, 2025	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.48%	160.11K	49.48M	-2.36K	-1.45%
Dec 31, 2025	CERITY PARTNERS LLC	0.49%	164.97K	50.98M	-899	-0.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	221.29K	68.39M	-33.43K	-13.13%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.66%	224.17K	69.28M	4.82K	+2.20%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.69%	230.2K	71.14M	1.39K	+0.61%
Dec 31, 2025	FLOWER CITY CAPITAL	0.72%	238.01K	73.55M	8.75K	+3.82%
Dec 31, 2025	HILLTOP PARTNERS LLC	0.75%	248.5K	76.8M	29.55K	+13.50%
Dec 31, 2025	APELLA CAPITAL, LLC	0.86%	285.23K	88.15M	30.65K	+12.04%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.88%	298.81K	92.34M	-888	-0.30%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.88%	299.14K	92.45M	2.98K	+1.01%
Dec 31, 2025	JORDAN PARK GROUP LLC	1.12%	376K	116.2M	28.58K	+8.23%
Dec 31, 2025	CITIGROUP INC	1.37%	458.85K	141.8M	457.2K	+27,575.15%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.45%	484.3K	149.67M	-23.9K	-4.70%
Dec 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	1.59%	531.95K	164.39M	-9.67K	-1.79%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.29%	778.08K	240.46M	384.42K	+97.65%
Dec 31, 2025	MORGAN STANLEY	3.54%	1.2M	371.36M	36.69K	+3.15%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.19%	65.74K	20.32M	-2K	-2.95%
Dec 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.19%	64.94K	20.07M	6.85K	+11.80%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.2%	66.58K	20.57M	-322	-0.48%
Dec 31, 2025	COLONY GROUP, LLC	0.15%	50.4K	15.58M	-8.63M	-99.42%
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.2%	66.03K	20.41M	-971	-1.45%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.29%	96.86K	29.93M	-669	-0.69%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	97.52K	30.62M	-1.67K	-1.68%
Dec 31, 2025	OLD NATIONAL BANCORP /IN/	0.31%	102.87K	31.79M	-333	-0.32%
Dec 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.39%	130.66K	40.38M	-4.61K	-3.41%
Dec 31, 2025	FMR LLC	2.19%	741.54K	229.17M	-30.54K	-3.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.38%	808.21K	249.77M	11.1K	+1.39%
Dec 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.16%	52.93K	16.36M	-3.21K	-5.72%
Dec 31, 2025	UBS GROUP AG	2.34%	792.99K	245.06M	29.88K	+3.91%
Dec 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.15%	49.22K	15.21M	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	49.44K	15.28M	2.39K	+5.07%
Dec 31, 2025	STEGNER INVESTMENT ASSOCIATES INC.	0.2%	64.78K	20.02M	4	+0.01%
Dec 31, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.2%	67.04K	20.72M	5.51K	+8.96%
Dec 31, 2025	CHOREO, LLC	0.2%	67.98K	21.17M	4.97K	+7.89%
Dec 31, 2025	JPMORGAN CHASE & CO	0.21%	68.82K	21.27M	17.13K	+33.14%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	73.46K	22.7M	-6.25K	-7.84%
Dec 31, 2025	VANGUARD GROUP INC	0.23%	78.74K	24.33M	-2.66K	-3.26%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.24%	81.75K	25.26M	7.01K	+9.37%
Dec 31, 2025	EVOKE WEALTH, LLC	0.27%	90.85K	28.08M	269	+0.30%
Dec 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.27%	90.91K	28.1M	-11.78K	-11.47%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.28%	94.15K	29.1M	1.06K	+1.14%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.28%	95.79K	29.6M	-743	-0.77%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.33%	109.29K	33.77M	45.12K	+70.31%
Dec 31, 2025	LPL FINANCIAL LLC	0.35%	117.11K	36.19M	-8.97K	-7.11%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	118.98K	36.77M	1.01K	+0.86%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.36%	119.09K	36.8M	55.12K	+86.15%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.38%	462.14K	142.82M	23.01K	+5.24%
Dec 31, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.1%	31.98K	9.88M	-8	-0.03%
Dec 31, 2025	RIALTO WEALTH MANAGEMENT, LLC	0.1%	32.23K	9.96M	-227	-0.70%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	33.16K	10.25M	-411	-1.22%
Dec 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.1%	33.09K	10.23M	-2.64K	-7.39%
Dec 31, 2025	COZAD ASSET MANAGEMENT INC	0.1%	34.24K	10.58M	-918	-2.61%
Dec 31, 2025		0.13%	43.73K	13.52M	43.73K	+100.00%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.13%	44.75K	13.83M	-142	-0.32%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.21%	68.84K	20.81M	375	+0.55%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	117.97K	35.67M	377	+0.32%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.48%	154.69K	46.77M	3.02K	+1.99%
Sep 30, 2025	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.5%	162.47K	49.12M	-2.44K	-1.48%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.71%	228.82K	69.18M	12.4K	+5.73%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.2%	64.17K	19.4M	-200.38K	-75.74%
Sep 30, 2025	FLOWER CITY CAPITAL	0.71%	229.26K	69.32M	10.28K	+4.69%
Sep 30, 2025	APELLA CAPITAL, LLC	0.79%	254.58K	76.33M	45.22K	+21.60%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	67.74K	20.48M	-1.39K	-2.02%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.08%	24.61K	7.44M	1.82K	+8.01%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.08%	26.56K	8.03M	26.56K	+100.00%
Sep 30, 2025	AARON WEALTH ADVISORS LLC	0.09%	27.93K	8.45M	-170	-0.61%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	29.53K	8.93M	611	+2.11%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	30.03K	9.08M	-3.1K	-9.36%
Sep 30, 2025	FOUNDERS CAPITAL MANAGEMENT, LLC	0.09%	30.2K	9.13M	0	0
Sep 30, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.1%	31.99K	9.67M	243	+0.77%
Sep 30, 2025	RIALTO WEALTH MANAGEMENT, LLC	0.1%	32.46K	9.81M	-3.08K	-8.67%
Sep 30, 2025	SOUTHSTATE CORP	0.1%	32.78K	9.91M	-28.53K	-46.54%
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.11%	35.16K	10.63M	-1.36K	-3.73%
Sep 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.11%	35.73K	10.8M	-1.19K	-3.23%
Sep 30, 2025	PITCAIRN CO	0.14%	43.75K	13.23M	0	0
Sep 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.17%	56.14K	16.97M	-11.06K	-16.46%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.22%	393.66K	119.02M	-20.41K	-4.93%
Sep 30, 2025	CERITY PARTNERS LLC	0.52%	165.87K	50.15M	-20.16K	-10.83%
Sep 30, 2025	HILLTOP PARTNERS LLC	0.68%	218.95K	66.2M	-27.62K	-11.20%
Sep 30, 2025	COLONY GROUP, LLC	26.95%	8.68M	3.05M	8.64M	+20,765.47%
Sep 30, 2025	JORDAN PARK GROUP LLC	1.08%	347.41K	105.04M	261.09K	+302.46%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.36%	439.13K	132.77M	22.56K	+5.42%
Sep 30, 2025	JPMORGAN CHASE & CO	0.16%	51.69K	15.63M	7.48K	+16.91%
Sep 30, 2025	MORGAN STANLEY	3.62%	1.16M	352.23M	36.7K	+3.25%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	2.48%	797.12K	240.99M	10.34K	+1.31%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.14%	44.89K	13.57M	34.06K	+314.48%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.93%	299.7K	90.61M	1.88K	+0.63%
Sep 30, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.19%	61.53K	18.6M	3.62K	+6.25%
Sep 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.44%	140.41K	42.45M	-86	-0.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	219.35K	66.32M	-2.42K	-1.09%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.58%	508.2K	153.65M	-11.89K	-2.29%
Sep 30, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	1.68%	541.63K	163.76M	-19.38K	-3.45%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	53.4K	16.15M	1.16K	+2.22%
Sep 30, 2025	OPUS CAPITAL GROUP, LLC	0.19%	62.54K	18.91M	-181	-0.29%
Sep 30, 2025	CHOREO, LLC	0.2%	63.01K	19.05M	3.36K	+5.64%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	47.05K	14.23M	50	+0.11%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.21%	66.9K	20.23M	322	+0.48%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	254.73K	77.02M	-24.53K	-8.78%
Sep 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.15%	49.22K	14.88M	206	+0.42%
Sep 30, 2025	VANGUARD GROUP INC	0.25%	81.4K	24.61M	-11.01K	-11.91%
Sep 30, 2025	EVOKE WEALTH, LLC	0.28%	90.58K	27.39M	-3.43K	-3.64%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.3%	97.53K	29.49M	-16.7K	-14.62%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	99.18K	30.12M	-2.03K	-2.00%
Sep 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.32%	102.69K	31.05M	-317	-0.31%
Sep 30, 2025	FMR LLC	2.4%	772.09K	233.44M	-17.15K	-2.17%
Sep 30, 2025	OLD NATIONAL BANCORP /IN/	0.32%	103.2K	31.2M	15.05K	+17.07%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	296.16K	89.54M	6.39K	+2.21%
Sep 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.18%	58.08K	17.56M	-47	-0.08%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.2%	63.98K	19.34M	-1.22K	-1.87%
Sep 30, 2025	STEGNER INVESTMENT ASSOCIATES INC.	0.2%	64.77K	19.58M	3	0.00%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.21%	67K	20.26M	-656	-0.97%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	74.75K	22.48M	7.71K	+11.50%
Sep 30, 2025	UBS GROUP AG	2.37%	763.11K	230.73M	-22.71K	-2.89%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.25%	79.71K	24.1M	-12.3K	-13.37%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	93.09K	28.15M	27.65K	+42.25%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.3%	96.53K	29.19M	-804	-0.83%
Sep 30, 2025	LPL FINANCIAL LLC	0.39%	126.08K	38.12M	21.36K	+20.39%
Sep 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.42%	135.27K	40.9M	-3.66K	-2.63%
Jun 30, 2025	MORGAN STANLEY	3.6%	1.13M	316.89M	239.55K	+26.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.32%	414.07K	116.29M	-158.46K	-27.68%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	279.25K	78.43M	36.13K	+14.86%
Jun 30, 2025	HILLTOP PARTNERS LLC	0.79%	246.58K	69.25M	63.8K	+34.91%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.71%	221.77K	62.29M	32	+0.01%
Jun 30, 2025	FLOWER CITY CAPITAL	0.7%	218.98K	61.5M	-6.12K	-2.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.33%	416.57K	117M	22.07K	+5.59%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	289.76K	81.38M	20.87K	+7.76%
Jun 30, 2025	EVOKE WEALTH, LLC	0.3%	94.01K	26.4M	-2.85K	-2.94%
Jun 30, 2025	VANGUARD GROUP INC	0.29%	92.41K	25.95M	41.08K	+80.04%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.29%	92K	25.84M	14K	+17.94%
Jun 30, 2025	OLD NATIONAL BANCORP /IN/	0.28%	88.15K	24.76M	5.54K	+6.70%
Jun 30, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.21%	67.2K	18.87M	5.1K	+8.20%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	65.44K	18.38M	11K	+20.20%
Jun 30, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.16%	49.01K	13.77M	-425	-0.86%
Jun 30, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	1.79%	561K	157.56M	-27.02K	-4.60%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.95%	297.82K	83.64M	44	+0.01%
Jun 30, 2025	JORDAN PARK GROUP LLC	0.28%	86.32K	24.24M	86.32K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.21%	67.04K	18.74M	38.82K	+137.59%
Jun 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.12%	36.93K	10.37M	2.68K	+7.82%
Jun 30, 2025	COZAD ASSET MANAGEMENT INC	0.12%	36.52K	10.26M	373	+1.03%
Jun 30, 2025	FOUNDERS CAPITAL MANAGEMENT, LLC	0.1%	30.2K	8.48M	0	0
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	0.07%	23.28K	6.54M	2.99K	+14.72%
Jun 30, 2025	COLONY GROUP, LLC	0.13%	41.59K	11.68M	307	+0.74%
Jun 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.11%	33.13K	9.31M	3.65K	+12.39%
Jun 30, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.1%	31.74K	8.92M	645	+2.07%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	28.91K	8.12M	4.51K	+18.48%
Jun 30, 2025	FMR LLC	2.52%	789.24K	221.66M	6.7K	+0.86%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.69%	216.41K	60.78M	210.66K	+3,660.43%
Jun 30, 2025	APELLA CAPITAL, LLC	0.67%	209.36K	59.11M	83.36K	+66.16%
Jun 30, 2025	CERITY PARTNERS LLC	0.59%	186.03K	52.25M	-23.07K	-11.03%
Jun 30, 2025	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.53%	164.9K	46.31M	2.53K	+1.56%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.48%	151.67K	42.6M	10.96K	+7.79%
Jun 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.45%	140.49K	39.46M	302	+0.22%
Jun 30, 2025	AUSTIN PRIVATE WEALTH, LLC	0.44%	138.93K	39.02M	-46.88K	-25.23%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.35%	111.34K	31.27M	-17.67K	-13.70%
Jun 30, 2025	LPL FINANCIAL LLC	0.33%	104.72K	29.41M	857	+0.83%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.22%	69.13K	19.42M	-16.42K	-19.20%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.22%	68.47K	19.23M	67.37K	+6,113.07%
Jun 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.22%	67.66K	19M	4.21K	+6.63%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.21%	65.2K	18.31M	-2.9K	-4.26%
Jun 30, 2025	STEGNER INVESTMENT ASSOCIATES INC.	0.21%	64.77K	18.19M	1.87K	+2.97%
Jun 30, 2025	OPUS CAPITAL GROUP, LLC	0.2%	62.73K	17.62M	4.99K	+8.64%
Jun 30, 2025	SOUTHSTATE CORP	0.2%	61.3K	17.22M	-14K	-18.59%
Jun 30, 2025	CHOREO, LLC	0.19%	59.65K	16.75M	9.38K	+18.65%
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.19%	58.13K	16.33M	6.03K	+11.57%
Jun 30, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.18%	57.91K	16.26M	-6.99K	-10.77%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	117.59K	33.03M	6.04K	+5.41%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.36%	114.23K	32.08M	-1.77K	-1.53%
Jun 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.33%	103.01K	28.93M	23.62K	+29.75%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.32%	101.21K	28.76M	-728	-0.71%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.31%	97.34K	27.34M	918	+0.95%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.21%	66.58K	18.7M	0	0
Jun 30, 2025	PITCAIRN CO	0.14%	43.75K	12.29M	0	0
Jun 30, 2025		0.11%	35.54K	9.98M	-347	-0.97%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.11%	34.35K	9.65M	11	+0.03%
Jun 30, 2025	M&T BANK CORP	0.11%	34.27K	9.62M	2.25K	+7.04%
Jun 30, 2025	AARON WEALTH ADVISORS LLC	0.09%	28.1K	7.89M	25	+0.09%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	27.74K	7.79M	-440	-1.56%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	27.43K	7.7M	-6.86K	-20.00%
Jun 30, 2025	MARINER, LLC	0.08%	26.42K	7.42M	-23	-0.09%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	35.33K	9.92B	21.71K	+159.53%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	52.25K	14.67M	3.02K	+6.13%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.51%	786.78K	220.97M	15.05K	+1.95%
Jun 30, 2025	UBS GROUP AG	2.51%	785.82K	220.7M	112.19K	+16.65%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.66%	520.09K	146.07M	267.63K	+106.01%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	47K	13.2M	2.26K	+5.06%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.84%	264.55K	74.3M	67.53K	+34.28%
Mar 31, 2025	PASADENA PRIVATE WEALTH, LLC	0.23%	66.38K	16.85M	66.38K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.68%	197.02K	50.02M	-30.39K	-13.36%
Mar 31, 2025	CERITY PARTNERS LLC	0.72%	209.09K	53.08M	5	0.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	243.13K	61.72M	881	+0.36%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	44.74K	11.36M	1.22K	+2.80%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	49.23K	12.5M	4.58K	+10.26%
Mar 31, 2025	SAWGRASS ASSET MANAGEMENT LLC	0.17%	49.44K	12.55M	-785	-1.56%
Mar 31, 2025	OPUS CAPITAL GROUP, LLC	0.2%	57.74K	14.66M	491	+0.86%
Mar 31, 2025	CHERRYDALE WEALTH MANAGEMENT, LLC	0.22%	64.9K	16.48M	2.49K	+3.99%
Mar 31, 2025	KICKSTAND VENTURES, LLC.	0.23%	67.22K	17.07M	-6.44K	-8.75%
Mar 31, 2025	STEGNER INVESTMENT ASSOCIATES INC.	0.22%	62.9K	15.97M	180	+0.29%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.33%	96.42K	24.48M	598	+0.62%
Mar 31, 2025	EVOKE WEALTH, LLC	0.33%	96.85K	24.59M	716	+0.74%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.35%	101.94K	25.88M	-3.57K	-3.38%
Mar 31, 2025	LPL FINANCIAL LLC	0.36%	103.87K	26.37M	-2.62K	-2.46%
Mar 31, 2025	CHOREO, LLC	0.17%	50.27K	12.76M	6.24K	+14.18%
Mar 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.22%	63.45K	16.11M	-1.62K	-2.49%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.23%	66.58K	16.9M	-180	-0.27%
Mar 31, 2025	OLD NATIONAL BANCORP /IN/	0.28%	82.62K	20.97M	11.11K	+15.53%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.29%	85.55K	21.72M	2.02K	+2.42%
Mar 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.48%	140.19K	35.59M	12.77K	+10.02%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.48%	140.71K	35.72M	6.74K	+5.03%
Mar 31, 2025	WAVERLY ADVISORS, LLC	1.02%	297.77K	75.59M	-3.54K	-1.17%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	0.23%	68.1K	17.29M	-6.35K	-8.52%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.25%	73.08K	18.55M	-9.26K	-11.25%
Mar 31, 2025	AUSTIN PRIVATE WEALTH, LLC	0.64%	185.81K	47.17M	-71.01K	-27.65%
Mar 31, 2025	VANGUARD GROUP INC	0.18%	51.33K	13.03M	13.03K	+34.02%
Mar 31, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.18%	52.1K	13.23M	4.07K	+8.47%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	54.44K	13.82M	-287	-0.52%
Mar 31, 2025	ARBOR INVESTMENT ADVISORS, LLC	0.21%	62.11K	15.77M	8.39K	+15.61%
Mar 31, 2025	SOUTHSTATE CORP	0.26%	75.3K	19.12M	75.3K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.27%	78.01K	19.8M	11.37K	+17.07%
Mar 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.27%	79.39K	20.15M	820	+1.04%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.76%	221.74K	56.29M	-4.49K	-1.98%
Mar 31, 2025	FLOWER CITY CAPITAL	0.77%	225.1K	57.14M	13.13K	+6.19%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.38%	111.55K	28.32M	2.22K	+2.03%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.4%	116.01K	29.45M	-3.28K	-2.75%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.36%	394.5K	100.15M	41.08K	+11.62%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	268.9K	68.26M	-4.57K	-1.67%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.97%	572.52K	145.34M	-66.78K	-10.45%
Mar 31, 2025	RED CEDAR INVESTMENT MANAGEMENT, LLC	2.02%	588.02K	149.28M	-87.05K	-12.89%
Mar 31, 2025	UBS GROUP AG	2.32%	673.63K	171.01M	68.8K	+11.38%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.65%	771.73K	195.94M	-17.5K	-2.22%
Mar 31, 2025	APELLA CAPITAL, LLC	0.43%	126K	31.01M	91.25K	+262.55%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	129.01K	32.75M	114.29K	+776.58%
Mar 31, 2025	FMR LLC	2.69%	782.54K	198.65M	5.45K	+0.70%
Mar 31, 2025	MORGAN STANLEY	3.06%	888.72K	225.61M	282.08K	+46.50%
Mar 31, 2025	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.56%	162.37K	41.22M	1.38K	+0.86%
Mar 31, 2025	HILLTOP PARTNERS LLC	0.63%	182.78K	46.4M	-88.67K	-32.67%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.87%	252.46K	64.09M	28.56K	+12.75%
Mar 31, 2024	SAWGRASS ASSET MANAGEMENT LLC	0.14%	40.49K	9.65M	0	0
Mar 31, 2024	PARKSIDE FINANCIAL BANK & TRUST	0.14%	41K	9.77M	10.46K	+34.26%
Mar 31, 2024	LPL FINANCIAL LLC	0.38%	117.02K	27.89M	-6.15K	-5.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	110.3K	26.29M	-1.46K	-1.31%
Mar 31, 2024	EVOKE WEALTH, LLC	0.4%	113.92K	27.15M	97.77K	+605.41%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.44%	126.07K	30.04M	9.71K	+8.34%
Mar 31, 2024	AUSTIN PRIVATE WEALTH, LLC	1.16%	330.06K	78.03M	-19.68K	-5.63%
Mar 31, 2024	WAVERLY ADVISORS, LLC	1.24%	350.98K	83.65M	68.55K	+24.27%
Mar 31, 2024	DAIDO LIFE INSURANCE CO	1.31%	372.38K	88.75M	-111.6K	-23.06%
Mar 31, 2024	MORGAN STANLEY	1.76%	541.97K	129.16M	72.14K	+15.35%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.15%	41.32K	9.85M	-2.5K	-5.70%
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	0.14%	38.8K	9.25M	-385	-0.98%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	39.74K	9.47M	3.8K	+10.56%
Mar 31, 2024	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.15%	42.8K	10.2M	-1.85K	-4.15%
Mar 31, 2024	COLONY GROUP, LLC	0.16%	45.98K	10.96M	36.93K	+408.13%
Mar 31, 2024	ARBOR INVESTMENT ADVISORS, LLC	0.2%	56.17K	13.39M	3.45K	+6.54%
Mar 31, 2024	OPUS CAPITAL GROUP, LLC	0.21%	58.59K	13.96M	-4.08K	-6.50%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.21%	60.95K	14.53M	60.95K	+100.00%
Mar 31, 2024	STEGNER INVESTMENT ASSOCIATES INC.	0.22%	62.28K	14.84M	207	+0.33%
Mar 31, 2024	KICKSTAND VENTURES, LLC.	0.23%	64.82K	15.45M	61.11K	+1,647.28%
Mar 31, 2024	SIGFIG WEALTH MANAGEMENT, LLC	0.23%	66.59K	15.87M	-26.2K	-28.24%
Mar 31, 2024	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.25%	70.28K	16.75M	-696	-0.98%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.25%	70.7K	16.85M	4.16K	+6.25%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	0.27%	76.08K	18.13M	5.87K	+8.36%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.28%	87.64K	20.88M	3.35K	+3.98%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.35%	99.81K	23.79M	3.07K	+3.18%
Mar 31, 2024	HEARTWOOD WEALTH ADVISORS LLC	0.45%	128.07K	30.52M	128.07K	+100.00%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.47%	133.28K	31.76M	-3.39K	-2.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.51%	155.93K	37.16M	2.2K	+1.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.58%	177.09K	42.2M	55.88K	+46.10%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.84%	258.47K	61.6M	-40.46K	-13.54%
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT LLC	0.84%	239.59K	57.1M	-2.48K	-1.02%
Mar 31, 2024	CERITY PARTNERS LLC	0.87%	247.26K	58.93M	-65.09K	-20.84%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.88%	269.73K	64.29M	38.69K	+16.75%
Mar 31, 2024	HILLTOP PARTNERS LLC	0.97%	276.62K	65.92M	65.22K	+30.85%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.99%	303.59K	72.35M	-260.02K	-46.13%
Mar 31, 2024	UBS GROUP AG	1.84%	565.49K	134.77M	-63.75K	-10.13%
Mar 31, 2024	RED CEDAR INVESTMENT MANAGEMENT, LLC	2.6%	739.2K	176.17M	5.99K	+0.82%
Mar 31, 2024	FMR LLC	3.71%	1.14M	272.55M	9.49K	+0.84%
Mar 31, 2024	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.17%	48.78K	11.63M	-4.36K	-8.20%
Mar 31, 2024	ROYAL FUND MANAGEMENT, LLC	0.17%	49.65K	11.84M	-2.28K	-4.39%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.18%	51.16K	12.19M	51.16K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.37%	104.4K	24.88M	-1.51K	-1.42%
Mar 31, 2024	HIRTLE CALLAGHAN & CO LLC	0.38%	107.17K	25.54M	-1.88K	-1.72%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.53%	162.36K	38.69M	-8.34K	-4.89%
Mar 31, 2024	SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC	0.65%	183.9K	43.83M	-3.88K	-2.07%
Mar 31, 2024	FLOWER CITY CAPITAL	0.68%	193.24K	46.05M	20.47K	+11.85%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.71%	219.31K	52.27M	5.9K	+2.76%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.84%	257.71K	61.42M	59.52K	+30.03%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.56%	788.92K	188.05M	25.95K	+3.40%
Mar 31, 2024	CHERRYDALE WEALTH MANAGEMENT, LLC	0.09%	27.12K	6.46M	10.81K	+66.29%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	28.51K	6.79M	-1.18K	-3.97%
Mar 31, 2024	CREATIVE PLANNING	0.1%	30.03K	7.16M	-5	-0.02%
Mar 31, 2024	FOUNDERS CAPITAL MANAGEMENT, LLC	0.1%	30.2K	7.2M	0	0
Mar 31, 2024	CHOREO, LLC	0.1%	30.58K	7.29M	9.11K	+42.43%
Mar 31, 2024	NORTHERN TRUST CORP	0.11%	33.8K	8.05M	0	0
Mar 31, 2024	THRIVE WEALTH MANAGEMENT, LLC	0.11%	34.09K	8.12M	-2.66K	-7.24%
Mar 31, 2024	VANGUARD GROUP INC	0.11%	34.3K	8.18M	1.14K	+3.45%
Mar 31, 2024	M&T BANK CORP	0.11%	34.41K	8.2M	13.45K	+64.15%
Mar 31, 2024	COZAD ASSET MANAGEMENT INC	0.11%	35.12K	8.37M	-425	-1.20%
Dec 31, 2023	FMR LLC	4.06%	1.13M	246.04M	-51.57K	-4.35%
Dec 31, 2023	COZAD ASSET MANAGEMENT INC	0.13%	35.55K	7.71M	-262	-0.73%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.13%	35.95K	7.78M	35.71K	+14,693.42%
Dec 31, 2023	THRIVE WEALTH MANAGEMENT, LLC	0.13%	36.75K	7.97M	258	+0.71%
Dec 31, 2023	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.13%	37.27K	8.09M	23.94K	+179.51%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	38.68K	8.39M	3.56K	+10.12%
Dec 31, 2023	COLDSTREAM CAPITAL MANAGEMENT INC	0.14%	39.19K	8.5M	3.02K	+8.35%
Dec 31, 2023	SAWGRASS ASSET MANAGEMENT LLC	0.15%	40.49K	8.78M	3.39K	+9.13%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.16%	43.82K	9.51M	-3.07K	-6.54%
Dec 31, 2023	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.16%	44.65K	9.69M	-3.29K	-6.85%
Dec 31, 2023	ROYAL FUND MANAGEMENT, LLC	0.19%	51.93K	11.27M	-3.48K	-6.27%
Dec 31, 2023	ARBOR INVESTMENT ADVISORS, LLC	0.19%	52.72K	11.44M	507	+0.97%
Dec 31, 2023	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0.19%	53.14K	11.53M	-2.66K	-4.76%
Dec 31, 2023	STEGNER INVESTMENT ASSOCIATES INC.	0.22%	62.08K	13.47M	516	+0.84%
Dec 31, 2023	OPUS CAPITAL GROUP, LLC	0.22%	62.66K	13.59M	-129	-0.21%
Dec 31, 2023	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.22%	62.72K	13.14M	-3.55K	-5.35%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	0.25%	70.22K	15.23B	-15.06K	-17.66%
Dec 31, 2023	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.25%	70.98K	15.4M	-499	-0.70%
Dec 31, 2023	STRATEGIQ FINANCIAL GROUP, LLC	0.26%	71.52K	15.52M	-36	-0.05%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.3%	84.29K	18.29M	1.42K	+1.71%
Dec 31, 2023	SIGFIG WEALTH MANAGEMENT, LLC	0.33%	92.79K	20.13M	-33.61K	-26.59%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.35%	96.73K	20.99M	-14.76K	-13.23%
Dec 31, 2023	EVOKE WEALTH, LLC	0.37%	104.42K	22.65M	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.38%	105.91K	22.98M	-5.15K	-4.64%
Dec 31, 2023	HIRTLE CALLAGHAN & CO LLC	0.39%	109.04K	23.66M	8.33K	+8.27%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.4%	111.76K	24.25M	20.77K	+22.82%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.42%	116.36K	25.24M	1.45K	+1.26%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	121.21K	26.3M	1.04K	+0.86%
Dec 31, 2023	LPL FINANCIAL LLC	0.44%	123.17K	26.72M	-491	-0.40%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.49%	136.67K	29.65M	-2.74K	-1.96%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.55%	153.72K	33.35M	-8.32K	-5.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.61%	170.7K	37.03M	2.9K	+1.73%
Dec 31, 2023	FLOWER CITY CAPITAL	0.62%	172.77K	37.48M	21.57K	+14.26%
Dec 31, 2023		0.24%	66.54K	14.43M	66.54K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.71%	198.19K	43M	-19.73K	-9.06%
Dec 31, 2023	HILLTOP PARTNERS LLC	0.76%	211.4K	45.86M	66.47K	+45.86%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	213.41K	46.3M	21.26K	+11.06%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.83%	231.04K	50.12M	43.51K	+23.20%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT LLC	0.87%	242.07K	52.52M	22.02K	+10.01%
Dec 31, 2023	WAVERLY ADVISORS, LLC	1.01%	282.43K	61.27M	-273	-0.10%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.07%	298.93K	64.85M	52.94K	+21.52%
Dec 31, 2023	CERITY PARTNERS LLC	1.12%	312.35K	67.76M	6.41K	+2.10%
Dec 31, 2023	AUSTIN PRIVATE WEALTH, LLC	1.25%	349.74K	75.87M	-37.91K	-9.78%
Dec 31, 2023	MORGAN STANLEY	1.68%	469.83K	101.92M	72.81K	+18.34%
Dec 31, 2023	DAIDO LIFE INSURANCE CO	1.73%	483.98K	105M	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.02%	563.6K	122.27M	253.64K	+81.83%
Dec 31, 2023	UBS GROUP AG	2.25%	629.24K	136.51M	51.77K	+8.97%
Dec 31, 2023	RED CEDAR INVESTMENT MANAGEMENT, LLC	2.63%	733.21K	159.06M	-18.4K	-2.45%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.73%	762.97K	165.52M	-6.25K	-0.81%

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