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

Who are the major shareholders selling TCW Transform 500 ETF stock?

CREATIVE PLANNING, in the last quarter, reduced its stake in VOTE by -38.83% restricting it's holding to 10.29 thousand shares of worth nearly $785.05K. AI FINANCIAL SERVICES LLC also lessened -2.79% of the VOTE shares from its portfolio, reducing its holding to 43.85 thousand shares of worth $3.35M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned VOTE shares holding by -8.4% last quarter which brought its holding to 69.05 thousand shares worth $5.27M.

Investors who are buying VOTE stock?

As per its latest 13F filing, PER STIRLING CAPITAL MANAGEMENT, LLC. increased its stake in VOTE by 0.69% in the last quarter. The institutional holder raised its holding to 6.01 thousand shares having worth more than $458.56K. WELLS FARGO & COMPANY/MN also added 253,233.33% more shares of VOTE to its portfolio, raising its holding to 7.6 thousand shares of worth $579.88K. THRIVENT FINANCIAL FOR LUTHERANS also increased its VOTE shares holding by 1.81% which brought its holding to 789.47 thousand shares worth $60.24M.

VOTE's major insiders: who are they?

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

Did an insider recently sell VOTE stock?

Company executives, directors, and other insiders own N/A percent of TCW Transform 500 ETF's stock. Within the last six months, there have been 0 transaction(s) in which VOTE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VOTE stock?

There have been 0 transaction(s) during the past 6-months in which TCW Transform 500 ETF insiders have bought stock, totalling 0 shares

How much of VOTE does insiders own?

Around 0 TCW Transform 500 ETF shares are held by insiders, which represents about N/A of VOTE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VOTE?

PER STIRLING CAPITAL MANAGEMENT, LLC. is the largest institutional owner in VOTE which holds 6.01 thousand shares worth $458.56K or 0.05% of the total VOTE shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 7.6 thousand shares representing 0.06% of the VOTE ownership. THRIVENT FINANCIAL FOR LUTHERANS is the third largest stakeholder with 789.47 thousand shares or 6.74% of the ownership worth more than $60.24M.

Is TCW Transform 500 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 VOTE is concerned, it is a stock which is not optionable.

Is there a short position on VOTE's shares?

Number of VOTE 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 VOTE shares are there?

As of today, null shares of VOTE are outstanding.

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

VOTE 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 VOTE is null.

TCW Transform 500 ETF (VOTE) 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

OptionableNo

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. PER STIRLING CAPITAL MANAGEMENT, LLC. is the top corporate investor, holding 6.01K shares valued at $458.56K. A 0.05% stake in TCW Transform 500 ETF is owned by the company. WELLS FARGO & COMPANY/MN owns 7.6K shares valued at $579.88K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.05%	6.01K	458.56K	41	+0.69%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	7.6K	579.88K	7.6K	+253,233.33%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	6.74%	789.47K	60.24M	14.01K	+1.81%
Mar 31, 2026	MJP ASSOCIATES INC /ADV	0.07%	8.15K	621.89K	172	+2.16%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	8.46K	645.12K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	9.15K	698.49K	391	+4.46%
Mar 31, 2026		0.08%	9.24K	714.27K	1.28K	+16.05%
Mar 31, 2026	CREATIVE PLANNING	0.09%	10.29K	785.05K	-6.53K	-38.83%
Mar 31, 2026	SAGE ADVISORY SERVICES, LTD.CO.	0.09%	10.63K	811K	136	+1.30%
Mar 31, 2026	FAIRMAN GROUP, LLC	0.18%	21.07K	1.61M	18.76K	+813.00%
Mar 31, 2026	BALLENTINE PARTNERS, LLC	0.25%	29.82K	2.28M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.26%	30.01K	2.29M	1.23K	+4.26%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.27%	31.12K	2.4M	2.75K	+9.69%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.28%	32.49K	2.48M	359	+1.12%
Mar 31, 2026	PLUM STREET ADVISORS, LLC	0.29%	34.16K	2.61M	219	+0.65%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.35%	41.33K	3.15M	1.3K	+3.25%
Mar 31, 2026	AI FINANCIAL SERVICES LLC	0.37%	43.85K	3.35M	-1.26K	-2.79%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	69.05K	5.27M	-6.33K	-8.40%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	3.23%	377.76K	28.82M	-481	-0.13%
Mar 31, 2026	FINANCIAL INSIGHTS, INC.	0.43%	50.61K	3.86M	-2.6K	-4.88%
Mar 31, 2026	VALUES ADDED FINANCIAL LLC	0.72%	83.79K	6.39M	-2.83K	-3.26%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.95%	111.15K	8.48M	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	1.07%	124.9K	9.53M	-243	-0.19%
Mar 31, 2026	FIDUCIARY TRUST CO	0.07%	8.42K	642.45K	0	0
Mar 31, 2026	ASPIRIANT, LLC	1.13%	132.03K	10.07M	1.26K	+0.96%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.48%	173.56K	13.24M	10.62K	+6.52%
Mar 31, 2026	DORSEY & WHITNEY TRUST CO LLC	1.6%	186.98K	14.27M	-2.43K	-1.28%
Mar 31, 2026	ETHIC INC.	2.96%	346.34K	26.43M	-19.17K	-5.25%
Mar 31, 2026	JPMORGAN CHASE & CO	2.99%	349.47K	25.92M	-178.96K	-33.87%
Mar 31, 2026	FUND EVALUATION GROUP, LLC	3.69%	432.27K	32.98M	432.27K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	10.08%	1.18M	90.06M	88.26K	+8.08%
Mar 31, 2026	BETTERMENT LLC	13.8%	1.62M	123.26M	42.85K	+2.72%
Mar 31, 2026	PREMIER FINANCIAL GROUP	0.07%	8.07K	624.05K	18	+0.22%
Mar 31, 2026	ADVISOR OS, LLC	0.07%	8.15K	621.89K	172	+2.16%
Mar 31, 2026	DIVERSIFIED TRUST CO	0.08%	9.58K	730.8K	0	0
Mar 31, 2026	ETESIAN WEALTH ADVISORS, INC.	0.12%	13.73K	1.05M	1.7K	+14.08%
Mar 31, 2026	MORGAN STANLEY	1.13%	132.71K	10.13M	8.05K	+6.46%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	15.54K	1.19M	-79	-0.51%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.14%	16.85K	1.29M	0	0
Mar 31, 2026	HIRTLE CALLAGHAN & CO LLC	0.14%	16.91K	1.29M	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	11.14K	849.75K	6.6K	+145.36%
Mar 31, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.1%	11.4K	869.52K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	18.02K	1.37M	83	+0.46%
Mar 31, 2026	SEEDS INVESTOR LLC	0.16%	18.56K	1.51M	2.42K	+15.03%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0.07%	8.45K	644.81K	0	0
Mar 31, 2026	ANGELES INVESTMENT ADVISORS, LLC	6.53%	764.66K	58.34M	-36.38K	-4.54%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.03%	3.34K	275.65K	7	+0.21%
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	0.03%	3.69K	281.62K	0	0
Mar 31, 2026	PORTLAND GLOBAL ADVISORS LLC	0.03%	4.02K	306.96K	-200	-4.74%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	4.23K	322.67K	4.23K	+100.00%
Mar 31, 2026	PHOENIX WEALTH ADVISORS	0.14%	16.32K	1.25M	-16.36K	-50.05%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	38.34K	2.93M	38.34K	+100.00%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.86%	100.17K	7.64M	51.21K	+104.58%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.37%	160.82K	12.27M	160.82K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.59%	185.78K	14.17M	9.22K	+5.22%
Mar 31, 2026	CAPROCK GROUP, LLC	0.04%	4.64K	353.84K	11	+0.24%
Mar 31, 2026	RIDGECREST WEALTH PARTNERS, LLC	0.04%	4.93K	376.01K	-100	-1.99%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.04%	4.98K	378.04K	-345	-6.49%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	5.04K	384.7K	-8.37K	-62.39%
Mar 31, 2026	RAINIER FAMILY WEALTH INC	0.05%	5.42K	413.55K	118	+2.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.07%	8.76K	702.9K	-139	-1.56%
Dec 31, 2025	RIDGECREST WEALTH PARTNERS, LLC	0.04%	5.03K	403.36K	0	0
Dec 31, 2025		0.06%	7.21K	588.37K	7.21K	+100.00%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.05%	5.32K	426.81K	-681	-11.35%
Dec 31, 2025	RAINIER FAMILY WEALTH INC	0.05%	5.3K	425.35K	2.2K	+71.03%
Dec 31, 2025	PREMIER FINANCIAL GROUP	0.07%	8.05K	649.16K	0	0
Dec 31, 2025	MJP ASSOCIATES INC /ADV	0.07%	7.98K	640.11K	13	+0.16%
Dec 31, 2025	ADVISOR OS, LLC	0.07%	7.98K	640.11K	13	+0.16%
Dec 31, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.09%	10.49K	842K	0	0
Dec 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.1%	11.4K	914.22K	9	+0.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	15.62K	1.25M	136	+0.88%
Dec 31, 2025	SEEDS INVESTOR LLC	0.14%	16.13K	1.29M	236	+1.48%
Dec 31, 2025	PLUM STREET ADVISORS, LLC	0.29%	33.94K	2.72M	8.54K	+33.59%
Dec 31, 2025	WOLFF WIESE MAGANA LLC	0.01%	1.55K	124.43K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.99K	159.44K	4	+0.20%
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0.02%	2.06K	165.5K	0	0
Dec 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.03%	2.97K	238.58K	0	0
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.03%	3.33K	271.37K	3.33K	+100.00%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.07%	8.45K	677.97K	0	0
Dec 31, 2025	DIVERSIFIED TRUST CO	0.08%	9.58K	768.38K	0	0
Dec 31, 2025	ETESIAN WEALTH ADVISORS, INC.	0.1%	12.04K	965.73K	750	+6.64%
Dec 31, 2025	BETTERMENT LLC	13.24%	1.57M	126.15M	16.44K	+1.06%
Dec 31, 2025	JPMORGAN CHASE & CO	4.58%	528.43K	42.39M	-41.68K	-7.31%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.37%	162.94K	13.07M	12.05K	+7.99%
Dec 31, 2025	VALUES ADDED FINANCIAL LLC	0.75%	86.62K	6.95M	-827	-0.95%
Dec 31, 2025	PHOENIX WEALTH ADVISORS	0.28%	32.68K	2.62M	-147	-0.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	13.41K	1.08M	-1.5K	-10.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.49%	176.56K	14.16M	8.7K	+5.18%
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.15%	16.85K	1.35M	0	0
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	3.69K	296.1K	0	0
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.03%	3.89K	312.23K	1.3K	+50.33%
Dec 31, 2025	UBS GROUP AG	0.04%	4.17K	334.53M	145	+3.60%
Dec 31, 2025	PORTLAND GLOBAL ADVISORS LLC	0.04%	4.22K	338.78K	0	0
Dec 31, 2025	CAPROCK GROUP, LLC	0.04%	4.63K	371.19K	25	+0.54%
Dec 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.15%	16.91K	1.36M	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	17.93K	1.44M	1.83K	+11.38%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.24%	28.37K	2.28M	4.04K	+16.58%
Dec 31, 2025	LPL FINANCIAL LLC	0.25%	28.78K	2.31M	4.95K	+20.79%
Dec 31, 2025	BALLENTINE PARTNERS, LLC	0.26%	29.82K	2.39M	0	0
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.27%	32.13K	2.58M	-1.62K	-4.79%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	40.02K	3.21M	-327	-0.81%
Dec 31, 2025	AI FINANCIAL SERVICES LLC	0.39%	45.11K	3.62M	1.58K	+3.63%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.42%	48.96K	3.93M	1.37K	+2.89%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	75.38K	6.05M	-1.68K	-2.17%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.94%	111.15K	8.92M	-470	-0.42%
Dec 31, 2025	MORGAN STANLEY	1.05%	124.66K	10M	2.99K	+2.46%
Dec 31, 2025	MUTUAL ADVISORS, LLC	1.09%	125.15K	10.04M	-787	-0.62%
Dec 31, 2025	ASPIRIANT, LLC	1.13%	130.78K	10.49M	25.22K	+23.89%
Dec 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	1.51%	176.25K	14.14M	-5.14K	-2.83%
Dec 31, 2025	DORSEY & WHITNEY TRUST CO LLC	1.62%	189.41K	15.2M	1.04K	+0.55%
Dec 31, 2025	ETHIC INC.	3.17%	365.51K	29.32M	2.29K	+0.63%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	3.28%	378.24K	30.34M	-13.4K	-3.42%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	6.73%	775.45K	62.66M	-14.8K	-1.87%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	9.19%	1.09M	87.61M	2.96K	+0.27%
Dec 31, 2025	FINANCIAL INSIGHTS, INC.	0.46%	53.21K	4.27M	-11.22K	-17.42%
Dec 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.05%	5.97K	478.85K	0	0
Dec 31, 2025	CREATIVE PLANNING	0.14%	16.82K	1.35M	4.31K	+34.41%
Dec 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.58%	67.3K	5.4M	558	+0.84%
Dec 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	6.85%	801.04K	64.26M	71.47K	+9.80%
Dec 31, 2025	FIDUCIARY TRUST CO	0.07%	8.42K	675.48K	0	0
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	8.46K	678.29K	2.37K	+38.83%
Dec 31, 2025	GTS SECURITIES LLC	0.07%	8.83K	708.61K	8.83K	+100.00%
Sep 30, 2025		0.03%	3.79K	294.37K	3.79K	+100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	9.3%	1.09M	85.47M	72.47K	+7.13%
Sep 30, 2025	BETTERMENT LLC	13.29%	1.56M	122.13M	35.38K	+2.33%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	6.75%	790.26K	62.02M	790.26K	+100.00%
Sep 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	6.23%	729.57K	57.26M	-324.98K	-30.82%
Sep 30, 2025	JPMORGAN CHASE & CO	4.87%	570.11K	44.74M	-8.45K	-1.46%
Sep 30, 2025	DORSEY & WHITNEY TRUST CO LLC	1.61%	188.37K	14.78M	3.27K	+1.77%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	1.41%	164.74K	6.76M	159.4K	+2,984.96%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.29%	150.89K	11.84M	14K	+10.23%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.95%	111.62K	8.76M	-1.83K	-1.61%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.41%	47.59K	3.73M	13.63K	+40.15%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.34%	40.35K	3.17M	-915	-2.22%
Sep 30, 2025	BALLENTINE PARTNERS, LLC	0.25%	29.82K	2.34M	197	+0.67%
Sep 30, 2025	LPL FINANCIAL LLC	0.2%	23.82K	1.87M	4.65K	+24.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	14.9K	1.17M	422	+2.91%
Sep 30, 2025	CREATIVE PLANNING	0.11%	12.51K	982.1K	-1	-0.01%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	8.9K	698.66K	-39	-0.44%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.07%	8.45K	663.23K	-1.31K	-13.38%
Sep 30, 2025	FIDUCIARY TRUST CO	0.07%	8.42K	660.8K	0	0
Sep 30, 2025	MJP ASSOCIATES INC /ADV	0.07%	7.97K	625.2K	-451	-5.36%
Sep 30, 2025	ADVISOR OS, LLC	0.07%	7.97K	625.2K	-451	-5.36%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	1.55%	181.39K	14.24M	-8.24K	-4.35%
Sep 30, 2025	PLUM STREET ADVISORS, LLC	0.22%	25.41K	1.99M	564	+2.27%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	6.09K	477.94K	6.09K	+100.00%
Sep 30, 2025	BRIGHTON JONES LLC	0.19%	21.69K	1.7M	41	+0.19%
Sep 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.14%	16.91K	1.33M	0	0
Sep 30, 2025	PREMIER FINANCIAL GROUP	0.07%	8.05K	628.39K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	3.34%	391.64K	30.74M	-10.21K	-2.54%
Sep 30, 2025	MUTUAL ADVISORS, LLC	1.08%	125.93K	9.96M	1.61K	+1.30%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.29%	33.75K	2.65M	20.04K	+146.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	16.1K	1.26M	1.49K	+10.17%
Sep 30, 2025	SEEDS INVESTOR LLC	0.14%	15.9K	1.25M	5.3K	+49.96%
Sep 30, 2025	DIVERSIFIED TRUST CO	0.08%	9.58K	751.68K	0	0
Sep 30, 2025	ETHIC INC.	3.1%	363.22K	28.51M	84.71K	+30.41%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.43%	167.86K	13.17M	649	+0.39%
Sep 30, 2025	MORGAN STANLEY	1.04%	121.67K	9.55M	6.07K	+5.25%
Sep 30, 2025	ASPIRIANT, LLC	0.9%	105.56K	8.28M	3.31K	+3.24%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.66%	77.05K	6.05M	2.27K	+3.03%
Sep 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.57%	66.75K	5.24M	95	+0.14%
Sep 30, 2025	AI FINANCIAL SERVICES LLC	0.37%	43.53K	3.43M	268	+0.62%
Sep 30, 2025	PHOENIX WEALTH ADVISORS	0.28%	32.82K	2.58M	-1.1K	-3.23%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	24.33K	1.91M	1K	+4.30%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.14%	16.85K	1.32M	163	+0.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	15.49K	1.21M	6.08K	+64.59%
Sep 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.1%	11.39K	893.65K	0	0
Sep 30, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.09%	10.49K	824K	-165	-1.55%
Sep 30, 2025	VALUES ADDED FINANCIAL LLC	0.75%	87.45K	6.86M	-11.93K	-12.00%
Sep 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.1%	11.29K	885.88K	1.06K	+10.31%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.05%	6K	481.31K	1.08K	+21.82%
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.05%	5.97K	468.45K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	5.1K	400.01K	3	+0.06%
Sep 30, 2025	RIDGECREST WEALTH PARTNERS, LLC	0.04%	5.03K	394.6K	0	0
Sep 30, 2025	CAPROCK GROUP, LLC	0.04%	4.6K	349.27K	4.6K	+100.00%
Sep 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.04%	4.22K	331.42K	-277	-6.16%
Sep 30, 2025	UBS GROUP AG	0.03%	4.03K	315.88K	4.03K	+100.00%
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	3.69K	289.67K	0	0
Sep 30, 2025	RAINIER FAMILY WEALTH INC	0.03%	3.1K	243.31K	3.1K	+100.00%
Sep 30, 2025	FAIRMAN GROUP, LLC	0.02%	2.31K	181.13K	0	0
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0.02%	2.06K	161.9K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.98K	155.6K	6	+0.30%
Sep 30, 2025	WOLFF WIESE MAGANA LLC	0.01%	1.55K	121.72K	1.55K	+100.00%
Jun 30, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.6%	66.65K	4.85M	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.37%	41.27K	3M	-918	-2.18%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.98K	143.84K	5	+0.25%
Jun 30, 2025	FAIRMAN GROUP, LLC	0.02%	2.31K	167.88K	1.27K	+123.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	2.42K	175.81K	2.42K	+100.00%
Jun 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.03%	2.97K	216.33K	2.97K	+100.00%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.03%	3.69K	268.48K	0	0
Jun 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.04%	4.5K	327.33K	-175	-3.74%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.04%	4.93K	358.32K	30	+0.61%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.05%	5.34K	388.43K	5.34K	+100.00%
Jun 30, 2025	BRIGHTON JONES LLC	0.2%	21.65K	1.57M	39	+0.18%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	23.33K	1.7M	6.09K	+35.33%
Jun 30, 2025	SEEDS INVESTOR LLC	0.1%	10.6K	771.04K	-1.97K	-15.67%
Jun 30, 2025	BALLENTINE PARTNERS, LLC	0.27%	29.62K	2.15M	0	0
Jun 30, 2025	PHOENIX WEALTH ADVISORS	0.31%	33.92K	2.47M	-26.89K	-44.22%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.31%	33.96K	2.47M	33.96K	+100.00%
Jun 30, 2025	AI FINANCIAL SERVICES LLC	0.39%	43.26K	3.15M	1.96K	+4.75%
Jun 30, 2025	PLUM STREET ADVISORS, LLC	0.22%	24.84K	1.81M	349	+1.42%
Jun 30, 2025	FINANCIAL INSIGHTS, INC.	0.65%	71.84K	5.23M	-34.18K	-32.24%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	14.48K	1.05M	5.97K	+70.04%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	14.62K	1.06M	4.03K	+38.05%
Jun 30, 2025	LPL FINANCIAL LLC	0.17%	19.17K	1.39M	11.86K	+162.08%
Jun 30, 2025	FIDUCIARY TRUST CO	0.08%	8.42K	612.47K	0	0
Jun 30, 2025	RIDGECREST WEALTH PARTNERS, LLC	0.05%	5.03K	365.74K	575	+12.91%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	5.09K	370.54K	887	+21.08%
Jun 30, 2025	SVB WEALTH LLC	0.06%	6.09K	442.99K	0	0
Jun 30, 2025		0.07%	8.05K	608.18M	8.05K	+100.00%
Jun 30, 2025	ADVISOR OS, LLC	0.08%	8.42K	612.26K	909	+12.11%
Jun 30, 2025	MJP ASSOCIATES INC /ADV	0.08%	8.42K	612.26K	909	+12.11%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.08%	8.94K	650.25K	50	+0.56%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	9.41K	684.41K	8.86K	+1,613.84%
Jun 30, 2025	DIVERSIFIED TRUST CO	0.09%	9.58K	696.7K	0	0
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	9.76K	709.65K	0	0
Jun 30, 2025	ETESIAN WEALTH ADVISORS, INC.	0.09%	10.23K	744.35K	2.03K	+24.81%
Jun 30, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.1%	10.66K	775K	-87	-0.81%
Jun 30, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.1%	11.39K	828.29K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.11%	12.52K	910.31K	265	+2.16%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.12%	13.71K	2.31M	-12.72K	-48.12%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	22.7K	1.65M	22.7K	+100.00%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.24%	136.89K	9.96M	61.48K	+81.53%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.51%	167.21K	12.16M	-13.47K	-7.46%
Jun 30, 2025	ASPIRIANT, LLC	0.92%	102.25K	7.44M	8.7K	+9.30%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	1.03%	113.45K	8.25M	0	0
Jun 30, 2025	MUTUAL ADVISORS, LLC	1.12%	124.32K	9.32M	-2.9K	-2.28%
Jun 30, 2025	DORSEY & WHITNEY TRUST CO LLC	1.67%	185.1K	13.46M	2.35K	+1.29%
Jun 30, 2025	PREMIER FINANCIAL GROUP	0.07%	8.05K	608.18K	8.05K	+100.00%
Jun 30, 2025	STEPHENS CONSULTING, LLC	0.05%	5.72K	416.38K	17	+0.30%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.05%	5.97K	434.19K	-227	-3.66%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.15%	16.68K	1.21M	0	0
Jun 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.15%	16.91K	1.23M	383	+2.32%
Jun 30, 2025	ANGELES INVESTMENT ADVISORS, LLC	9.53%	1.05M	76.71M	192.63K	+22.35%
Jun 30, 2025	BETTERMENT LLC	13.74%	1.52M	110.62M	200.03K	+15.15%
Jun 30, 2025	CITADEL ADVISORS LLC	0.11%	12.47K	907.21M	8K	+178.83%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	74.78K	5.44M	841	+1.14%
Jun 30, 2025	VALUES ADDED FINANCIAL LLC	0.9%	99.38K	7.23M	882	+0.90%
Jun 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	1.71%	189.63K	13.79M	-7.43K	-3.77%
Jun 30, 2025	ETHIC INC.	2.52%	278.51K	20.17M	81.54K	+41.39%
Jun 30, 2025	JPMORGAN CHASE & CO	5.23%	578.56K	42.08M	-8.33K	-1.42%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	9.19%	1.02M	73.95M	172.69K	+20.46%
Jun 30, 2025	MORGAN STANLEY	1.04%	115.59K	8.41B	100.05K	+643.70%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	3.63%	401.85K	29.23B	25.53K	+6.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1.16K	85K	661	+132.20%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.2K	87.07K	1.2K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.41%	42.18K	2.76M	-3.75K	-8.15%
Mar 31, 2025	DORSEY & WHITNEY TRUST CO LLC	1.78%	182.75K	11.95M	-372	-0.20%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	0.05%	4.84K	316.75K	4.84K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.05%	4.9K	320.18K	707	+16.88%
Mar 31, 2025	STEPHENS CONSULTING, LLC	0.06%	5.71K	373.19K	-18	-0.31%
Mar 31, 2025	SVB WEALTH LLC	0.06%	6.09K	398.23K	0	0
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.06%	6.2K	405.16K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	10.59K	692.28K	-78	-0.73%
Mar 31, 2025	SAGE ADVISORY SERVICES, LTD.CO.	0.1%	10.75K	703K	0	0
Mar 31, 2025	BREAKWATER INVESTMENT MANAGEMENT	0.11%	11.39K	744.6K	43	+0.38%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.12%	12.03K	786.71K	58	+0.48%
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.26%	26.43K	1.73M	2.07K	+8.51%
Mar 31, 2025	LPL FINANCIAL LLC	0.07%	7.32K	478.31K	-1.25K	-14.57%
Mar 31, 2025	MJP ASSOCIATES INC /ADV	0.07%	7.51K	490.93K	7.51K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	8.52K	557K	2.69K	+46.19%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	9.76K	637.95K	-499	-4.87%
Mar 31, 2025	PHOENIX WEALTH ADVISORS	0.59%	60.81K	3.98M	-2.15K	-3.41%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.73%	75.41K	4.93M	3.21K	+4.45%
Mar 31, 2025	BALLENTINE PARTNERS, LLC	0.29%	29.62K	1.94M	0	0
Mar 31, 2025	AI FINANCIAL SERVICES LLC	0.4%	41.3K	2.7M	2.48K	+6.39%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	3.66%	376.32K	24.61M	3.84K	+1.03%
Mar 31, 2025	JPMORGAN CHASE & CO	5.71%	586.89K	38.38M	-16.05K	-2.66%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	7.81%	803.36K	56.39M	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	8.2%	843.9K	55.18M	30.63K	+3.77%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.09%	8.89K	581.39K	15	+0.17%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.18%	18.8K	1.23M	5.8K	+44.67%
Mar 31, 2025	BRIGHTON JONES LLC	0.21%	21.61K	1.41M	709	+3.39%
Mar 31, 2025	MUTUAL ADVISORS, LLC	1.24%	127.22K	8.22M	13.4K	+11.77%
Mar 31, 2025	ETHIC INC.	1.92%	196.98K	12.94M	147.17K	+295.48%
Mar 31, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	1.92%	197.06K	12.89M	2.24K	+1.15%
Mar 31, 2025	SEEDS INVESTOR LLC	0.12%	12.57K	821.96K	444	+3.66%
Mar 31, 2025	MORGAN STANLEY	0.15%	15.54K	1.02M	1.36K	+9.62%
Mar 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.16%	16.53K	1.08M	562	+3.52%
Mar 31, 2025	BETTERMENT LLC	12.84%	1.32M	86.36M	46.25K	+3.63%
Mar 31, 2025	ETESIAN WEALTH ADVISORS, INC.	0.08%	8.2K	536.13K	2.09K	+34.19%
Mar 31, 2025	FIDUCIARY TRUST CO	0.08%	8.42K	550.58K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.72%	73.94K	4.84M	-4.16K	-5.33%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.73%	75.41K	4.93M	3.21K	+4.45%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.16%	16.68K	1.09M	0	0
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	17.24K	1.13M	-24	-0.14%
Mar 31, 2025		0.24%	24.49K	1.6M	16.87K	+221.35%
Mar 31, 2025	TOLLESON WEALTH MANAGEMENT, INC.	0.65%	66.65K	4.36M	300	+0.45%
Mar 31, 2025	ASPIRIANT, LLC	0.91%	93.54K	6.12M	9.41K	+11.18%
Mar 31, 2025	VALUES ADDED FINANCIAL LLC	0.96%	98.49K	6.44M	668	+0.68%
Mar 31, 2025	FINANCIAL INSIGHTS, INC.	1.03%	106.02K	6.93M	-9.49K	-8.22%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	1.1%	113.45K	7.42M	0	0
Mar 31, 2025	ANGELES INVESTMENT ADVISORS, LLC	8.27%	861.92K	56.36M	96.48K	+12.60%
Mar 31, 2025	ADVISOR OS, LLC	0.07%	7.51K	490.93K	7.51K	+100.00%
Mar 31, 2025	DIVERSIFIED TRUST CO	0.09%	9.58K	626.31K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.12%	12.25K	801.04K	110	+0.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.76%	180.69K	11.82M	15.88K	+9.64%

Frequently Asked Questions