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

Who are the major shareholders selling Vanguard Communication Services ETF stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in VOX by -0.94% restricting it's holding to 188.18 thousand shares of worth nearly $33.84M. ARMSTRONG ADVISORY GROUP, INC also lessened -1.76% of the VOX shares from its portfolio, reducing its holding to 186.33 thousand shares of worth $33.51M. EMPOWER ADVISORY GROUP, LLC also shunned VOX shares holding by -13.87% last quarter which brought its holding to 239.3 thousand shares worth $43.04M.

Investors who are buying VOX stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in VOX by 8.64% in the last quarter. The institutional holder raised its holding to 278.35 thousand shares having worth more than $50.06M. ASSETMARK, INC also added 79.23% more shares of VOX to its portfolio, raising its holding to 342.93 thousand shares of worth $61.67M. UBS GROUP AG also increased its VOX shares holding by 3.17% which brought its holding to 734.94 thousand shares worth $132.17M.

VOX's major insiders: who are they?

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

Did an insider recently sell VOX stock?

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

Which insider recently purchased VOX stock?

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

How much of VOX does insiders own?

Around 0 Vanguard Communication Services ETF shares are held by insiders, which represents about N/A of VOX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VOX?

STIFEL FINANCIAL CORP is the largest institutional owner in VOX which holds 188.18 thousand shares worth $33.84M or 0.61% of the total VOX shares outstanding followed by ARMSTRONG ADVISORY GROUP, INC with ownership of 186.33 thousand shares representing 0.64% of the VOX ownership. EMPOWER ADVISORY GROUP, LLC is the third largest stakeholder with 239.3 thousand shares or 0.78% of the ownership worth more than $43.04M.

Is Vanguard Communication Services 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 VOX is concerned, it is a stock which is optionable.

Is there a short position on VOX's shares?

Number of VOX 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 VOX shares are there?

As of today, null shares of VOX are outstanding.

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

VOX 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 VOX is null.

Vanguard Communication Services ETF (VOX) 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. STIFEL FINANCIAL CORP is the top corporate investor, holding 188.18K shares valued at $33.84M. A 0.61% stake in Vanguard Communication Services ETF is owned by the company. ARMSTRONG ADVISORY GROUP, INC owns 186.33K shares valued at $33.51M, which translates its holding of 0.64% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STIFEL FINANCIAL CORP	0.61%	188.18K	33.84M	-1.78K	-0.94%
Mar 31, 2026	ARMSTRONG ADVISORY GROUP, INC	0.64%	186.33K	33.51M	-3.34K	-1.76%
Mar 31, 2026	EMPOWER ADVISORY GROUP, LLC	0.78%	239.3K	43.04M	-38.54K	-13.87%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.91%	278.35K	50.06M	22.15K	+8.64%
Mar 31, 2026	ASSETMARK, INC	1.12%	342.93K	61.67M	151.6K	+79.23%
Mar 31, 2026	LPL FINANCIAL LLC	1.17%	358.17K	64.41M	-64.03K	-15.17%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.33%	406.96K	73.19M	-139.4K	-25.51%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.33%	408.08K	73.39M	-191.37K	-31.92%
Mar 31, 2026	UBS GROUP AG	2.4%	734.94K	132.17M	22.56K	+3.17%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	32.11K	5.77M	-1.67K	-4.93%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.1%	31.5K	5.66M	-36.9K	-53.95%
Mar 31, 2026	WBH ADVISORY INC	0.1%	29.88K	5.42M	257	+0.87%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.1%	29.37K	5.28M	1.84K	+6.70%
Mar 31, 2026	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.09%	27.56K	4.96M	347	+1.28%
Mar 31, 2026	SHARPER & GRANITE LLC	0.09%	26.88K	4.83M	-1.81K	-6.32%
Mar 31, 2026	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.09%	26.07K	4.69M	6	+0.02%
Mar 31, 2026	FIRST FINANCIAL CORP /IN/	0.08%	24.51K	4.41M	1.41K	+6.11%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.54%	777.97K	139.91M	-35.36K	-4.35%
Mar 31, 2026	JPMORGAN CHASE & CO	3.67%	1.12M	195.35M	-111.76K	-9.04%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	6.54%	2.01M	360.64M	4.5K	+0.22%
Mar 31, 2026	KCM INVESTMENT ADVISORS LLC	0.81%	248.02K	44.6M	-22.93K	-8.46%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.82%	557.51K	100.26M	-61.18K	-9.89%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.56%	785.64K	141.29M	110.98K	+16.45%
Mar 31, 2026	ROYAL BANK OF CANADA	0.42%	129.03K	23.2M	8.31K	+6.89%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.32%	97.79K	17.59M	-31.04K	-24.09%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	105.77K	19.02M	4.68K	+4.63%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.37%	114.99K	20.68M	-8.79K	-7.10%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	57.35K	10.31M	-4.61K	-7.44%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.19%	54.34K	9.77M	354	+0.66%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	57.46K	10.34M	-23.18K	-28.75%
Mar 31, 2026	MASON & ASSOCIATES INC	0.19%	58.38K	10.14M	2.15K	+3.82%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	64.66K	11.63M	2.95K	+4.77%
Mar 31, 2026	MORGAN STANLEY	3.44%	1.05M	189.69M	-18.14K	-1.69%
Mar 31, 2026	CLEAR POINT ADVISORS INC.	0.15%	45.01K	6.83M	45.01K	+100.00%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.24%	73.32K	12.4M	-1.54K	-2.06%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.16%	50K	8.99M	-130	-0.26%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.16%	48.65K	8.75M	9.42K	+24.01%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	6.59%	2.02M	363.72M	227.57K	+12.68%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.12%	34.62K	6.23M	3.26K	+10.41%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.12%	37.15K	6.48M	1.06K	+2.95%
Mar 31, 2026	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.12%	36.16K	6.5M	1.38K	+3.98%
Mar 31, 2026	NORTHSTAR ASSET MANAGEMENT LLC	0.08%	25.69K	4.62M	0	0
Mar 31, 2026	LIDO ADVISORS, LLC	0.61%	187.53K	33.73M	13.76K	+7.92%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.46%	140.97K	25.35M	-3.6K	-2.49%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.45%	136.86K	24.61M	21.22K	+18.35%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.35%	106.01K	19.07M	-31.81K	-23.08%
Mar 31, 2026	M&T BANK CORP	0.3%	91.83K	16.52M	-2.5K	-2.65%
Mar 31, 2026	CITADEL ADVISORS LLC	0.16%	50.29K	9.04M	50.29K	+100.00%
Mar 31, 2026	MORNINGSTAR INVESTMENT MANAGEMENT LLC	0.31%	94.39K	16.98M	94.39K	+100.00%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.32%	99.34K	17.87M	4.53K	+4.78%
Mar 31, 2026	FIFTH THIRD BANCORP	0.11%	32.8K	5.9M	19.26K	+142.22%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.13%	40.6K	7.3M	-2.61K	-6.03%
Mar 31, 2026	PRAETORIAN WEALTH MANAGEMENT, INC.	0.15%	44.26K	7.31M	730	+1.68%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.24%	73.7K	13.25M	-898	-1.20%
Mar 31, 2026	PARK NATIONAL CORP /OH/	0.27%	79.26K	14.25M	-7.62K	-8.77%
Mar 31, 2026		0.14%	42.65K	8.32M	-580	-1.34%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.16%	48.16K	8.66M	-6.57K	-12.01%
Mar 31, 2026	CONSERVEST CAPITAL ADVISORS, INC.	0.24%	73.24K	13.17M	360	+0.49%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.24%	73.52K	13.22M	888	+1.22%
Mar 31, 2026	AGF MANAGEMENT LTD	0.29%	89.3K	16.06M	644	+0.73%
Mar 31, 2026	RICHMOND BROTHERS, INC.	0.12%	36.63K	6.59M	-1.2K	-3.18%
Mar 31, 2026	QUAKER WEALTH MANAGEMENT, LLC	0.12%	35.04K	6.3M	1.6K	+4.79%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.09%	32.13K	6.22M	-935	-2.83%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.15%	53.99K	10.45M	-1.22K	-2.20%
Dec 31, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.08%	27.21K	5.27M	-369	-1.34%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.08%	27.53K	5.33M	21.16K	+332.44%
Dec 31, 2025	SHARPER & GRANITE LLC	0.09%	28.69K	5.55M	-984	-3.32%
Dec 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.21%	72.88K	14.11M	144	+0.20%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	74.59K	14.44M	-595	-0.79%
Dec 31, 2025		0.12%	43.23K	8.59M	43.23K	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.1%	35.72K	6.92M	337	+0.95%
Dec 31, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.1%	34.78K	6.73M	1.53K	+4.60%
Dec 31, 2025	RICHMOND BROTHERS, INC.	0.11%	37.83K	7.32M	-4.64K	-10.92%
Dec 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.11%	37.8K	7.32M	6.68K	+21.48%
Dec 31, 2025	COMERICA BANK	0.12%	39.48K	7.64M	-18	-0.05%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.12%	43.2K	8.37M	43.2K	+100.00%
Dec 31, 2025	PRAETORIAN WEALTH MANAGEMENT, INC.	0.13%	43.53K	8.43M	-47	-0.11%
Dec 31, 2025	TUDOR INVESTMENT CORP ET AL	0.13%	47.77K	9.25M	45.34K	+1,864.31%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	50.13K	9.71M	48.99K	+4,290.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	256.2K	49.61M	14.18K	+5.86%
Dec 31, 2025	KCM INVESTMENT ADVISORS LLC	0.76%	270.95K	52.46M	1.73K	+0.64%
Dec 31, 2025	EMPOWER ADVISORY GROUP, LLC	0.8%	277.83K	53.8M	19.72K	+7.64%
Dec 31, 2025	LPL FINANCIAL LLC	1.22%	422.19K	81.75M	11.2K	+2.73%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.73%	599.45K	116.07M	-82.57K	-12.11%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.03%	674.66K	130.64M	560.2K	+489.43%
Dec 31, 2025	UBS GROUP AG	1.99%	712.38K	137.94M	2.57K	+0.36%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.28%	813.33K	157.49M	-4.83K	-0.59%
Dec 31, 2025	MORGAN STANLEY	3%	1.07M	207.75M	9.8K	+0.92%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.03%	1.79M	347.54M	-379	-0.02%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	61.71K	11.95M	396	+0.65%
Dec 31, 2025	AGF MANAGEMENT LTD	0.25%	88.65K	17.17M	-5.32K	-5.66%
Dec 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.31%	102.7K	19.89M	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	115.63K	22.39M	24.51K	+26.90%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	120.71K	23.37M	-21.33K	-15.01%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.35%	123.78K	23.97M	-19.83K	-13.81%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.39%	137.82K	26.69M	-37.52K	-21.40%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.39%	128.83K	24.94M	126.65K	+5,825.85%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.74%	618.69K	119.8M	299.11K	+93.59%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	5.6%	2M	387.42M	2.43K	+0.12%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.57%	189.67K	36.73M	5.26K	+2.85%
Dec 31, 2025	ASSETMARK, INC	0.57%	191.34K	37.05M	66.92K	+53.78%
Dec 31, 2025	MARKS WEALTH, LLC	0.64%	212.22K	41.09M	212.22K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	80.63K	15.63M	109	+0.14%
Dec 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.1%	33.43K	6.47M	775	+2.37%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.16%	54.73K	10.6M	-3.2K	-5.52%
Dec 31, 2025	MASON & ASSOCIATES INC	0.16%	56.23K	10.89M	8.17K	+17.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	61.96K	12M	-2.27K	-3.53%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.19%	68.4K	13.24M	2.03K	+3.06%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	72.63K	14.06M	-4.7K	-6.08%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.22%	74.86K	14.49M	50.07K	+201.96%
Dec 31, 2025	PARK NATIONAL CORP /OH/	0.26%	86.87K	16.82M	3.3K	+3.95%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.27%	94.81K	18.36M	-88.81K	-48.37%
Dec 31, 2025	M&T BANK CORP	0.28%	94.33K	18.27M	-1.93K	-2.01%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	101.09K	19.57M	883	+0.88%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.43%	144.57K	27.99M	-2.78K	-1.89%
Dec 31, 2025	LIDO ADVISORS, LLC	0.5%	173.77K	33.1M	28.91K	+19.96%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.55%	189.96K	36.78M	-7.77K	-3.93%
Dec 31, 2025	WBH ADVISORY INC	0.09%	29.62K	5.74M	88	+0.30%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	31.36K	6.07M	254	+0.82%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.1%	31.66K	6.13M	-2.58K	-7.52%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	33.77K	6.54M	-1.67K	-4.71%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.1%	32.66K	6.32M	32.66K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	36.08K	6.99M	3.8K	+11.76%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.53%	546.36K	105.79M	-56.06K	-9.31%
Dec 31, 2025	JPMORGAN CHASE & CO	3.57%	1.24M	239.33M	-101.77K	-7.61%
Sep 30, 2025	AGF MANAGEMENT LTD	0.29%	93.97K	17.64M	1.05K	+1.13%
Sep 30, 2025	JOULE FINANCIAL, LLC	0.06%	18.93K	3.55M	-545	-2.80%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.06%	19.19K	3.6M	-399	-2.04%
Sep 30, 2025	TRINITY LEGACY PARTNERS, LLC	0.06%	19.43K	3.63M	119	+0.62%
Sep 30, 2025	FIRST FINANCIAL CORP /IN/	0.06%	20.24K	3.8M	-1.18K	-5.52%
Sep 30, 2025	TRANQUILLI FINANCIAL ADVISOR LLC	0.06%	20.85K	3.91M	-2.58K	-11.01%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.07%	22.3K	4.19M	-3.51K	-13.59%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.07%	22K	4.13M	-1.71K	-7.20%
Sep 30, 2025	MARSHALL WACE, LLP	0.08%	25.23K	4.74M	19.64K	+351.32%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.08%	25.66K	4.82M	-752	-2.85%
Sep 30, 2025	NORTHSTAR ASSET MANAGEMENT LLC	0.08%	25.68K	4.82M	50	+0.20%
Sep 30, 2025	VISTA INVESTMENT MANAGEMENT	0.08%	25.68K	4.82M	-219	-0.85%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	27.39K	5.14M	-1.15K	-4.03%
Sep 30, 2025	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.08%	27.58K	5.18M	-1.28K	-4.45%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.09%	28.81K	5.41M	7.97K	+38.22%
Sep 30, 2025	SHARPER & GRANITE LLC	0.09%	29.67K	5.57M	-2.72K	-8.40%
Sep 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.09%	29.29K	5.5M	-2	-0.01%
Sep 30, 2025	WBH ADVISORY INC	0.09%	29.53K	5.54M	-988	-3.24%
Sep 30, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.09%	31.12K	5.84M	285	+0.92%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	31.1K	5.84M	701	+2.31%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	32.29K	6.07M	2.2K	+7.30%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.1%	32.66K	6.13M	759	+2.38%
Sep 30, 2025	FIL LTD	0.17%	54.55K	10.24M	0	0
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.1%	34.24K	6.43M	-4.22K	-10.96%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.11%	35.38K	6.64M	-52.72K	-59.84%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.6%	197.73K	37.12M	15.82K	+8.70%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.53%	175.33K	32.92M	21K	+13.61%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.31%	102.86K	19.31M	-12.82K	-11.08%
Sep 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.31%	102.7K	19.28M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.97%	319.58K	60.02M	-11.53K	-3.48%
Sep 30, 2025	PARK NATIONAL CORP /OH/	0.25%	83.58K	15.69M	-10.53K	-11.19%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.82%	269.22K	50.54M	286	+0.11%
Sep 30, 2025	EMPOWER ADVISORY GROUP, LLC	0.78%	258.11K	48.46M	-6.19K	-2.34%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.73%	242.02K	45.44M	-17.13K	-6.61%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.56%	183.62K	34.47M	-143.69K	-43.90%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.55%	184.41K	34.62M	239	+0.13%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.45%	147.36K	27.66M	-19.31K	-11.59%
Sep 30, 2025	LIDO ADVISORS, LLC	0.44%	144.86K	27.2M	61.52K	+73.81%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.35%	114.46K	21.49M	10.78K	+10.40%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	100.21K	18.81M	-8.91K	-8.16%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	91.12K	17.11M	91.12K	+100.00%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.2%	66.37K	12.46M	-2.15K	-3.14%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.17%	56.9K	10.68M	-46.29K	-44.86%
Sep 30, 2025	RICHMOND BROTHERS, INC.	0.13%	42.47K	7.97M	-1.54K	-3.49%
Sep 30, 2025	CROWN WEALTH GROUP, LLC	0.11%	37.02K	6.95M	4.41K	+13.52%
Sep 30, 2025	MASON & ASSOCIATES INC	0.15%	48.06K	9.02M	2.97K	+6.59%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.17%	55.2K	10.36M	1.07K	+1.98%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.48%	818.16K	153.59M	4.18K	+0.51%
Sep 30, 2025	MORGAN STANLEY	3.23%	1.06M	199.58M	-23.48K	-2.16%
Sep 30, 2025	JPMORGAN CHASE & CO	4.06%	1.34M	251.14M	-730.83K	-35.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.45%	1.8M	337.02M	7.9K	+0.44%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	6.07%	2M	375.16M	31.53K	+1.60%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.44%	143.61K	26.96M	139.55K	+3,434.65%
Sep 30, 2025	ROYAL BANK OF CANADA	0.43%	142.04K	26.67M	-10.32K	-6.77%
Sep 30, 2025	M&T BANK CORP	0.29%	96.26K	18.07M	-12.68K	-11.64%
Sep 30, 2025	ASSETMARK, INC	0.38%	124.42K	23.36M	-25.87K	-17.21%
Sep 30, 2025	COMERICA BANK	0.12%	39.5K	7.42M	-335	-0.84%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	77.33K	14.52M	-721	-0.92%
Sep 30, 2025	PRAETORIAN WEALTH MANAGEMENT, INC.	0.13%	43.57K	8.18M	792	+1.85%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.11%	37.65K	7.07M	11.8K	+45.63%
Sep 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.1%	33.06K	6.21M	-1.52K	-4.39%
Sep 30, 2025	GIBRALTAR CAPITAL MANAGEMENT, INC.	0.1%	33.25K	6.24M	60	+0.18%
Sep 30, 2025	UBS GROUP AG	2.15%	709.81K	133.25M	-9.8K	-1.36%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	2.07%	682.02K	128.03M	-77.83K	-10.24%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	35.44K	6.65M	-905	-2.49%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.18%	57.93K	10.87M	210	+0.36%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	61.32K	11.51M	3.37K	+5.81%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	64.22K	12.06M	-8.41K	-11.58%
Sep 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.22%	72.74K	13.65M	889	+1.24%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	75.19K	14.12M	2.99K	+4.14%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.83%	602.43K	113.09M	-44.98K	-6.95%
Sep 30, 2025	LPL FINANCIAL LLC	1.25%	410.99K	77.16M	64.87K	+18.74%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	80.52K	15M	20.14K	+33.35%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	4.15%	759.84K	129.96M	500.29K	+192.75%
Jun 30, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.56%	102.7K	17.57M	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.43%	78.05K	13.35M	1.41K	+1.84%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.91%	166.66K	28.5M	7.08K	+4.44%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.84%	154.33K	26.4M	-69.69K	-31.11%
Jun 30, 2025	ROYAL BANK OF CANADA	0.83%	152.36K	26.06M	50.15K	+49.07%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.41%	75.61K	12.93M	-803	-1.05%
Jun 30, 2025	ASSETMARK, INC	0.82%	150.29K	25.7M	114.64K	+321.57%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.63%	115.68K	19.78M	-2.6K	-2.19%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.6%	109.12K	18.66M	44.62K	+69.19%
Jun 30, 2025	M&T BANK CORP	0.6%	108.94K	18.63M	-10.65K	-8.90%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.57%	103.68K	17.73M	6.66K	+6.86%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.56%	103.19K	17.65M	103.19K	+100.00%
Jun 30, 2025	PARK NATIONAL CORP /OH/	0.51%	94.11K	16.09M	-11.91K	-11.24%
Jun 30, 2025	AGF MANAGEMENT LTD	0.51%	92.92K	15.89M	-324	-0.35%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.48%	88.09K	15.07M	-7.48K	-7.83%
Jun 30, 2025	LIDO ADVISORS, LLC	0.46%	83.35K	14.25M	4.91K	+6.26%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.4%	72.63K	12.42M	-1.92K	-2.58%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.39%	72.2K	12.35M	189	+0.26%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	60.39K	10.29M	11.1K	+22.52%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	57.95K	9.91M	-2.17K	-3.60%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.32%	57.72K	9.87M	57.13K	+9,732.54%
Jun 30, 2025	FIL LTD	0.3%	54.55K	9.33M	54.55K	+100.00%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.3%	54.13K	9.26M	1.32K	+2.50%
Jun 30, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.28%	50.31K	8.6M	-1.22K	-2.36%
Jun 30, 2025	MASON & ASSOCIATES INC	0.25%	45.09K	7.71M	3.76K	+9.10%
Jun 30, 2025	RICHMOND BROTHERS, INC.	0.24%	44K	7.53M	-8.79K	-16.65%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.24%	43.79K	7.49M	-13.74K	-23.88%
Jun 30, 2025	PRAETORIAN WEALTH MANAGEMENT, INC.	0.23%	42.78K	7.32M	8.27K	+23.94%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.22%	40.44K	6.92M	-10.18K	-20.10%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.23%	41.43K	7.09M	-3.57K	-7.93%
Jun 30, 2025	JPMORGAN CHASE & CO	11.31%	2.07M	353.8M	-89.44K	-4.14%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	10.75%	1.97M	336.4M	157.78K	+8.72%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	9.77%	1.79M	305.69M	103.89K	+6.17%
Jun 30, 2025	MORGAN STANLEY	5.94%	1.09M	185.84M	28.54K	+2.70%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.45%	813.98K	139.22M	-35.35K	-4.16%
Jun 30, 2025	UBS GROUP AG	3.93%	719.61K	123.07M	58.94K	+8.92%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.54%	647.41K	110.73M	-80.45K	-11.05%
Jun 30, 2025		2.95%	539.78K	63.64K	539.78K	+100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	2.2%	401.83K	68.72M	17.07K	+4.44%
Jun 30, 2025	LPL FINANCIAL LLC	1.89%	346.13K	59.2M	92.14K	+36.28%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.81%	331.11K	56.62M	27.29K	+8.98%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.79%	327.32K	55.98M	219.84K	+204.55%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	1.47%	268.93K	46M	1.28K	+0.48%
Jun 30, 2025	EMPOWER ADVISORY GROUP, LLC	1.45%	264.31K	45.2M	-2.63K	-0.99%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.42%	259.15K	44.32M	22.92K	+9.70%
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	1.01%	184.17K	31.5M	-4.5K	-2.39%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.99%	181.91K	31.11M	-9.32K	-4.87%
Jun 30, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.39%	71.85K	12.29M	1.71K	+2.44%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.37%	68.52K	11.72M	22	+0.03%
Jun 30, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.3%	55K	9.41M	0	0
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	2.95%	539.78K	63.64K	539.78K	+100.00%
Mar 31, 2025	MASON & ASSOCIATES INC	0.23%	41.33K	6.13M	41.33K	+100.00%
Mar 31, 2025	RICHMOND BROTHERS, INC.	0.29%	52.8K	7.83M	807	+1.55%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.31%	57.53K	8.54M	-18.67K	-24.50%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.37%	68.5K	10.16M	15.74K	+29.82%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.39%	72.01K	10.69M	-1.02K	-1.39%
Mar 31, 2025	CONSERVEST CAPITAL ADVISORS, INC.	0.38%	70.14K	10.41M	1.22K	+1.77%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.42%	76.64K	11.37M	-2.52K	-3.18%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.05%	191.22K	28.38M	20.78K	+12.19%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	236.23K	35.05M	-2.81K	-1.18%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.98%	727.85K	108.01M	-33.55K	-4.41%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	4.64%	849.33K	126.03M	49.54K	+6.19%
Mar 31, 2025	MORGAN STANLEY	5.78%	1.06M	157M	87.51K	+9.02%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.2%	1.68M	249.81M	9.86K	+0.59%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	9.89%	1.81M	268.45M	-8.05K	-0.44%
Mar 31, 2025	JPMORGAN CHASE & CO	11.8%	2.16M	320.23M	-77.72K	-3.48%
Mar 31, 2025	INVST, LLC	0.22%	39.9K	5.92M	-11.96K	-23.06%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.28%	50.61K	7.51M	-8.7K	-14.66%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.41%	74.55K	11.06M	-10.27K	-12.10%
Mar 31, 2025	AGF MANAGEMENT LTD	0.51%	93.24K	13.84M	-695	-0.74%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.65%	118.27K	17.55M	-4.88K	-3.96%
Mar 31, 2025	EXCHANGE CAPITAL MANAGEMENT, INC.	0.28%	51.53K	7.65M	798	+1.57%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.42%	76.41K	11.34M	-8K	-9.48%
Mar 31, 2025	M&T BANK CORP	0.65%	119.59K	17.75M	-2K	-1.64%
Mar 31, 2025	LPL FINANCIAL LLC	1.39%	253.99K	37.69M	3.82K	+1.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.66%	303.82K	45.09M	1.77K	+0.58%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	60.12K	8.92M	4.34K	+7.78%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	64.49K	9.57M	40.32K	+166.85%
Mar 31, 2025	ROYAL BANK OF CANADA	0.56%	102.21K	15.17M	-40.74K	-28.50%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.87%	159.58K	23.68M	-317	-0.20%
Mar 31, 2025	ARMSTRONG ADVISORY GROUP, INC	1.03%	188.68K	29.24M	0	0
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.26%	46.84K	6.95M	1.71K	+3.78%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.32%	59.21K	8.79M	-1.56K	-2.57%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.52%	95.58K	14.81M	73	+0.08%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.53%	97.03K	14.4M	-947	-0.97%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.59%	107.48K	15.95M	-1.22K	-1.13%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, INC.	1.42%	259.55K	41.08M	-836.59K	-76.32%
Mar 31, 2025	EMPOWER ADVISORY GROUP, LLC	1.46%	266.94K	39.61M	-26.83K	-9.13%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	1.46%	267.65K	39.72M	13.17K	+5.17%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.25%	45K	6.68M	-2.87K	-6.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	49.28K	7.32M	-4.67K	-8.66%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.22%	224.02K	33.24M	6.22K	+2.86%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	2.1%	384.76K	57.09M	384.76K	+100.00%
Mar 31, 2025	UBS GROUP AG	3.61%	660.67K	98.04M	16.96K	+2.63%
Mar 31, 2025	CITADEL ADVISORS LLC	0.28%	50.79K	7.54M	33.28K	+190.08%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.29%	52.81K	7.84M	1.8K	+3.52%
Mar 31, 2025	NAN SHAN LIFE INSURANCE CO., LTD.	0.3%	55K	8.16M	-61K	-52.58%
Mar 31, 2025	LIDO ADVISORS, LLC	0.43%	78.44K	11.64M	6.4K	+8.88%
Mar 31, 2025	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.56%	102.7K	15.24M	0	0
Mar 31, 2025	PARK NATIONAL CORP /OH/	0.58%	106.02K	15.73M	-40.58K	-27.68%
Mar 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0.22%	39.88K	5.92M	-1.63K	-3.92%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.72%	131.8K	17.29M	54.1K	+69.63%
Mar 31, 2024	TREK FINANCIAL, LLC	0.17%	31.45K	4.13M	31.45K	+100.00%
Mar 31, 2024	CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS	0.17%	31.71K	4.16M	0	0
Mar 31, 2024	EMPOWER ADVISORY GROUP, LLC	1.64%	299.93K	39.36M	-7.43K	-2.42%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	2%	365.4K	48.02M	-279.17K	-43.31%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.09%	747.87K	98.13M	146.42K	+24.34%
Mar 31, 2024	UBS GROUP AG	4.27%	780.7K	102.44M	-15.5K	-1.95%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.39%	803.65K	105.46M	365.33K	+83.35%
Mar 31, 2024	BEACON CAPITAL MANAGEMENT, INC.	7.11%	1.3M	171.45M	851.31K	+189.59%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	51.66K	6.78M	995	+1.96%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.29%	52.87K	6.94M	-514	-0.96%
Mar 31, 2024	CETERA ADVISORS LLC	0.3%	53.98K	7.08M	46.32K	+604.61%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.3%	54.13K	7.1M	54.13K	+100.00%
Mar 31, 2024	ASTOR INVESTMENT MANAGEMENT LLC	0.3%	55.13K	7.23M	10.99K	+24.89%
Mar 31, 2024	LIDO ADVISORS, LLC	0.31%	57.36K	7.53M	7.21K	+14.37%
Mar 31, 2024	CALLAN CAPITAL, LLC	0.34%	62.13K	8.15M	-1.63K	-2.56%
Mar 31, 2024	ATRIA INVESTMENTS, INC	0.34%	62.43K	8.19M	26.75K	+74.97%
Mar 31, 2024	INVST, LLC	0.36%	65.46K	8.63M	-1.63K	-2.42%
Mar 31, 2024	APRIO WEALTH MANAGEMENT, LLC	0.36%	65.9K	8.65M	11.62K	+21.42%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.36%	66.39K	8.71M	1.39K	+2.14%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.36%	66.72K	8.75M	451	+0.68%
Mar 31, 2024	CONSERVEST CAPITAL ADVISORS, INC.	0.38%	69.53K	9.12M	351	+0.51%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.38%	69.64K	9.14M	30.83K	+79.44%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.39%	71.15K	9.33M	-3.86K	-5.14%
Mar 31, 2024	ZURICH INSURANCE GROUP LTD/FI	0.4%	72.47K	9.6M	-13.61K	-15.81%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.41%	75.09K	9.85M	-12.5K	-14.27%
Mar 31, 2024	AGF MANAGEMENT LTD	0.42%	76.27K	10.01M	25.42K	+50.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.44%	81.17K	10.65M	-103.46K	-56.04%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.48%	87.15K	11.44M	47.91K	+122.10%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.48%	88.16K	11.57M	-61.67K	-41.16%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.55%	100.48K	13.19M	-8.57K	-7.86%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.75%	136.48K	17.91M	-1.44K	-1.04%
Mar 31, 2024	PARK NATIONAL CORP /OH/	0.76%	138.25K	18.14M	44.4K	+47.31%
Mar 31, 2024	M&T BANK CORP	0.76%	138.77K	18.21M	-4.13K	-2.89%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.77%	139.98K	18.37M	56.69K	+68.07%
Mar 31, 2024	ROYAL BANK OF CANADA	0.79%	144.95K	19.02M	-5.69K	-3.78%
Mar 31, 2024	ALTFEST L J & CO INC	0.83%	151.78K	19.92M	-4.58K	-2.93%
Mar 31, 2024	LPL FINANCIAL LLC	1.16%	212.44K	27.88M	26.96K	+14.53%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.22%	222.44K	29.19M	209.71K	+1,646.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.24%	227.17K	29.81M	-75.12K	-24.85%
Mar 31, 2024	ARMSTRONG ADVISORY GROUP, INC	1.34%	245.75K	28.93M	0	0
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	1.38%	252.21K	33.1M	3.92K	+1.58%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.54%	282.17K	37.03M	88.93K	+46.02%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.82%	332.84K	43.73M	4.96K	+1.51%
Mar 31, 2024	MORGAN STANLEY	5.63%	1.03M	135.2M	-21.8K	-2.07%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	8.55%	1.56M	205.24M	5.4K	+0.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	9.74%	1.78M	233.69M	-118.63K	-6.24%
Mar 31, 2024		0.3%	54.13K	7.1M	54.13K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.46%	84.02K	11.03M	2.91K	+3.59%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.48%	86.97K	11.41M	39.09K	+81.65%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.55%	101.21K	13.28M	1.94K	+1.96%
Mar 31, 2024	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.56%	102.7K	13.48M	0	0
Mar 31, 2024	WBH ADVISORY INC	0.18%	32.09K	4.21M	-179	-0.55%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.18%	32.57K	4.24M	32.57K	+100.00%
Mar 31, 2024	SHARPER & GRANITE LLC	0.2%	36.85K	4.89M	-1.65K	-4.30%
Mar 31, 2024	MGO ONE SEVEN LLC	0.21%	39.06K	5.13M	2.15K	+5.83%
Mar 31, 2024	TRANQUILLI FINANCIAL ADVISOR LLC	0.21%	39.19K	5.14M	20.77K	+112.72%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.22%	39.43K	5.17M	-1.58K	-3.85%
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.22%	40.16K	5.27M	17.66K	+78.52%
Mar 31, 2024	CROWN WEALTH GROUP, LLC	0.24%	44.45K	5.83M	1.41K	+3.27%
Mar 31, 2024	PRAETORIAN WEALTH MANAGEMENT, INC.	0.25%	45.54K	5.98M	262	+0.58%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.25%	45.69K	5.99M	496	+1.10%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0.27%	50.09K	6.57M	-180	-0.36%
Mar 31, 2024	JPMORGAN CHASE & CO	13.57%	2.48M	325.6M	-124.54K	-4.78%
Dec 31, 2023	JPMORGAN CHASE & CO	14.25%	2.61M	306.78M	9.56K	+0.37%
Dec 31, 2023	ASTOR INVESTMENT MANAGEMENT LLC	0.24%	44.14K	5.2M	15.64K	+54.86%
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.25%	45.19K	5.32M	1.29K	+2.93%
Dec 31, 2023	PRAETORIAN WEALTH MANAGEMENT, INC.	0.25%	45.28K	5.33M	-560	-1.22%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.26%	47.88K	5.64M	-44.48K	-48.16%
Dec 31, 2023	LIDO ADVISORS, LLC	0.27%	50.15K	5.9M	50.15K	+100.00%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.27%	50.27K	5.92M	1.05K	+2.14%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.28%	50.67K	5.97M	1.85K	+3.79%
Dec 31, 2023	AGF MANAGEMENT LTD	0.28%	50.85K	5.99M	2.8K	+5.83%
Dec 31, 2023	EXCHANGE CAPITAL MANAGEMENT, INC.	0.29%	53.38K	6.28M	2.12K	+4.14%
Dec 31, 2023	APRIO WEALTH MANAGEMENT, LLC	0.3%	54.27K	6.39M	3.98K	+7.92%
Dec 31, 2023	CALLAN CAPITAL, LLC	0.35%	63.76K	7.51M	-863	-1.34%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.36%	65K	7.65M	3.94K	+6.46%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.36%	66.27K	7.8M	-3.86K	-5.51%
Dec 31, 2023	INVST, LLC	0.37%	67.08K	8.52M	-21.01K	-23.85%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.37%	67.1K	7.9M	32.1K	+91.71%
Dec 31, 2023	CONSERVEST CAPITAL ADVISORS, INC.	0.38%	69.18K	8.14M	-308	-0.44%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.41%	75.01K	8.84M	3.37K	+4.70%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.42%	77.7K	9.15M	18.8K	+31.92%
Dec 31, 2023		0.44%	81.11K	9.55M	81.11K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.46%	83.28K	9.8M	-72.85K	-46.66%
Dec 31, 2023	ZURICH INSURANCE GROUP LTD/FI	0.47%	86.08K	10.23M	0	0
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.48%	87.58K	10.31M	8.79K	+11.16%
Dec 31, 2023	PARK NATIONAL CORP /OH/	0.51%	93.85K	11.05M	-19.49K	-17.19%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.54%	99.26K	11.69M	-113.86K	-53.42%
Dec 31, 2023	HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.	0.56%	102.7K	12.09M	0	0
Dec 31, 2023	SURIENCE PRIVATE WEALTH LLC	0.58%	105.68K	12.44M	105.68K	+100.00%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.58%	106K	12.48M	99.26K	+1,473.33%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.6%	109.05K	12.84M	-5.68K	-4.95%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.63%	115.61K	982K	113.63K	+5,762.32%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.75%	137.92K	16.24M	-75.76K	-35.45%
Dec 31, 2023	M&T BANK CORP	0.78%	142.9K	16.82M	-3.79K	-2.59%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.82%	149.82K	17.64M	-313.26K	-67.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.82%	150.64K	17.73M	36.27K	+31.72%
Dec 31, 2023	ALTFEST L J & CO INC	0.85%	156.36K	18.41M	-6.86K	-4.20%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.01%	184.63K	21.74M	2.95K	+1.62%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	185.48K	21.84M	23.6K	+14.58%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.06%	193.24K	22.75M	10.11K	+5.52%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	10.39%	1.9M	223.62M	-31.72K	-1.64%
Dec 31, 2023	ARMSTRONG ADVISORY GROUP, INC	1.34%	245.75K	28.93M	-1.19K	-0.48%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	1.36%	248.29K	29.23M	10.13K	+4.25%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.65%	302.29K	35.59M	27.45K	+9.99%
Dec 31, 2023	EMPOWER ADVISORY GROUP, LLC	1.68%	307.36K	36.18M	-1.01K	-0.33%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.79%	327.89K	38.38M	120.13K	+57.82%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.4%	438.33K	51.6M	-652.01K	-59.80%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, INC.	2.46%	449.03K	52.86M	-1.47M	-76.60%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.29%	601.45K	70.81M	-93.85K	-13.50%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	3.52%	644.57K	76.32M	314.17K	+95.09%
Dec 31, 2023	UBS GROUP AG	4.35%	796.19K	93.73M	19.05K	+2.45%
Dec 31, 2023	MORGAN STANLEY	5.75%	1.05M	123.87M	86.85K	+9.00%

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