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

Who are the major shareholders selling Vanguard High Dividend Yield ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in VYM by -0.01% restricting it's holding to 1.09 million shares of worth nearly $161.45M. GOLDMAN SACHS GROUP INC also lessened -0.49% of the VYM shares from its portfolio, reducing its holding to 1.86 million shares of worth $275.56M. ROYAL BANK OF CANADA also shunned VYM shares holding by -0.6% last quarter which brought its holding to 2.48 million shares worth $366.79M.

Investors who are buying VYM stock?

As per its latest 13F filing, PNC FINANCIAL SERVICES GROUP, INC. increased its stake in VYM by 0.45% in the last quarter. The institutional holder raised its holding to 913.11 thousand shares having worth more than $135.23M. TRUIST FINANCIAL CORP also added 0.77% more shares of VYM to its portfolio, raising its holding to 942.33 thousand shares of worth $139.56M. BAIRD FINANCIAL GROUP, INC. also increased its VYM shares holding by 2.87% which brought its holding to 955.52 thousand shares worth $141.51M.

VYM's major insiders: who are they?

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

Did an insider recently sell VYM stock?

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

Which insider recently purchased VYM stock?

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

How much of VYM does insiders own?

Around 0 Vanguard High Dividend Yield ETF shares are held by insiders, which represents about N/A of VYM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in VYM?

PNC FINANCIAL SERVICES GROUP, INC. is the largest institutional owner in VYM which holds 913.11 thousand shares worth $135.23M or 0.16% of the total VYM shares outstanding followed by TRUIST FINANCIAL CORP with ownership of 942.33 thousand shares representing 0.16% of the VYM ownership. BAIRD FINANCIAL GROUP, INC. is the third largest stakeholder with 955.52 thousand shares or 0.16% of the ownership worth more than $141.51M.

Is Vanguard High Dividend Yield 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 VYM is concerned, it is a stock which is optionable.

Is there a short position on VYM's shares?

Number of VYM 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 VYM shares are there?

As of today, null shares of VYM are outstanding.

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

VYM 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 VYM is null.

Vanguard High Dividend Yield ETF (VYM) 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. PNC FINANCIAL SERVICES GROUP, INC. is the top corporate investor, holding 913.11K shares valued at $135.23M. A 0.16% stake in Vanguard High Dividend Yield ETF is owned by the company. TRUIST FINANCIAL CORP owns 942.33K shares valued at $139.56M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	913.11K	135.23M	4.11K	+0.45%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.16%	942.33K	139.56M	7.18K	+0.77%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.16%	955.52K	141.51M	26.65K	+2.87%
Mar 31, 2026	AUTO-OWNERS INSURANCE CO	0.18%	1.04M	153.39M	0	0
Mar 31, 2026	JOEL ISAACSON & CO., LLC	0.18%	1.04M	154.05M	12.36K	+1.20%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	1.09M	161.45M	-118	-0.01%
Mar 31, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.19%	1.13M	167.79M	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.32%	1.86M	275.56M	-9.26K	-0.49%
Mar 31, 2026	ROYAL BANK OF CANADA	0.43%	2.48M	366.79M	-14.97K	-0.60%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.47%	2.71M	400.86M	-45.07K	-1.64%
Mar 31, 2026	WELLSPRING FINANCIAL ADVISORS, LLC	0.5%	2.91M	67.13M	-69.33K	-2.33%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.51%	2.99M	435.15M	390.37K	+15.04%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.63%	3.67M	543.36M	-519.97K	-12.42%
Mar 31, 2026	GALLAGHER FIDUCIARY ADVISORS, LLC	1.52%	8.81M	312.39K	8.75M	+14,228.96%
Mar 31, 2026	MORGAN STANLEY	1.78%	10.35M	1.53B	151.57K	+1.49%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.2%	12.76M	1.89B	229.52K	+1.83%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	606.3K	89.79M	204.7K	+50.97%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.11%	627.88K	92.99M	-11.31K	-1.77%
Mar 31, 2026	HCR WEALTH ADVISORS	0.11%	645.99K	95.67M	3.87K	+0.60%
Mar 31, 2026	ASSETMARK, INC	0.11%	662.03K	98.05M	-36.02K	-5.16%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.12%	692.22K	99.37M	38.97K	+5.97%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.34%	1.95M	288.78M	36.43K	+1.90%
Mar 31, 2026	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.38%	2.23M	330.12M	-85.91K	-3.71%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	2.39M	354.39M	18.53K	+0.78%
Mar 31, 2026	ONE DAY IN JULY LLC	0.13%	731.08K	108.27M	26.7K	+3.79%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.25%	1.46M	216.7M	-42.03K	-2.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.46%	2.7M	399.86M	54.79K	+2.07%
Mar 31, 2026	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.49%	2.84M	398.64M	1.42M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.59%	3.45M	511.2M	967	+0.03%
Mar 31, 2026	CREATIVE PLANNING	0.66%	3.84M	568.58M	220.4K	+6.09%
Mar 31, 2026	JPMORGAN CHASE & CO	0.94%	5.45M	793.45M	91K	+1.70%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.05%	6.09M	902.11M	584.93K	+10.62%
Mar 31, 2026	LPL FINANCIAL LLC	1.16%	6.76M	1B	-60.23K	-0.88%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	1.26M	186.74M	165.08K	+15.07%
Mar 31, 2026	MARTEL WEALTH ADVISORS INC	0.13%	735.34K	108.9M	9.34K	+1.29%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.13%	749.55K	111.01M	23.7K	+3.27%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.13%	752.34K	111.42M	43.62K	+6.15%
Mar 31, 2026	CERITY PARTNERS LLC	0.13%	774.71K	114.75M	13.14K	+1.73%
Mar 31, 2026	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.14%	789.68K	116.95M	-533	-0.07%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.15%	856.65K	126.86M	36.4K	+4.44%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.15%	868.48K	128.62M	39.37K	+4.75%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	345.68K	51.19M	22.59K	+6.99%
Mar 31, 2026	CORNERSTONE ADVISORY, LLC	0.06%	353.72K	52.39M	8.16K	+2.36%
Mar 31, 2026	COMMERCE BANK	0.06%	368.96K	54.64M	212.32K	+135.54%
Mar 31, 2026	WALDRON PRIVATE WEALTH LLC	0.06%	376.91K	55.82M	39.63K	+11.75%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	382.66K	56.67M	5.78K	+1.53%
Mar 31, 2026	SMITHFIELD TRUST CO	0.07%	396.21K	58.66M	5.7K	+1.46%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	396.95K	58.79M	77.55K	+24.28%
Mar 31, 2026	ARLINGTON TRUST CO LLC	0.08%	457.41K	67.74M	22.78K	+5.24%
Mar 31, 2026	UBS GROUP AG	0.64%	3.72M	551.29M	844.13K	+29.33%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.09%	501.31K	74.24M	-199.62K	-28.48%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	516.73K	76.53M	36.45K	+7.59%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.09%	522.53K	77.39M	-104.61K	-16.68%
Mar 31, 2026	PINNACLE ASSOCIATES LTD	0.09%	550.77K	81.57M	6.85K	+1.26%
Mar 31, 2026	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	552.46K	81.82M	156.2K	+39.42%
Mar 31, 2026	MARINO, STRAM & ASSOCIATES LLC	0.1%	559.76K	82.9M	9.96K	+1.81%
Mar 31, 2026	MARINER, LLC	0.1%	583.07K	86.3M	13.1K	+2.30%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.1%	586.33K	86.84M	3.53K	+0.61%
Mar 31, 2026	INSPIRION WEALTH ADVISORS, LLC	0.1%	586.81K	86.91M	85.49K	+17.05%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.31%	7.62M	1.13B	-102.74K	-1.33%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.12%	723.86K	107.07M	-6.35K	-0.87%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	1.38M	205.15M	-70.24K	-4.83%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.24%	1.4M	207.21M	1K	+0.07%
Mar 31, 2026	JANE STREET GROUP, LLC	0.22%	1.27M	187.75M	183.2K	+16.89%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.24%	1.38M	203.71M	-91.2K	-6.22%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.25%	1.46M	215.52M	34.84K	+2.45%
Mar 31, 2026	WHARTON BUSINESS GROUP, LLC	0.15%	889.43K	131.69M	-3.03K	-0.34%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.26%	1.47M	210.5M	101.53K	+7.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	2.37M	340.77M	2.05K	+0.09%
Dec 31, 2025	UBS GROUP AG	0.51%	2.88M	413.09M	-33.03K	-1.13%
Dec 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.52%	2.98M	77.21M	70.07K	+2.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	3.45M	495.25M	27.64K	+0.81%
Dec 31, 2025	JPMORGAN CHASE & CO	0.96%	5.36M	769.7M	90.31K	+1.71%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.97%	5.51M	790.26M	204.5K	+3.86%
Dec 31, 2025	LPL FINANCIAL LLC	1.2%	6.82M	978.82M	345.13K	+5.33%
Dec 31, 2025	MORGAN STANLEY	1.79%	10.2M	1.46B	161.31K	+1.61%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	493.19K	72.38M	3.58K	+0.73%
Dec 31, 2025	INSPIRION WEALTH ADVISORS, LLC	0.09%	501.32K	71.95M	70.02K	+16.23%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.1%	543.93K	78.06M	6.2K	+1.15%
Dec 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.1%	549.81K	78.91M	6.1K	+1.12%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.11%	627.14K	90.01M	46.94K	+8.09%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	639.18K	91.74M	-7.41K	-1.15%
Dec 31, 2025	HCR WEALTH ADVISORS	0.12%	642.12K	92.16M	4.16K	+0.65%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.12%	700.93K	100.6M	696.94K	+17,493.57%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.12%	708.72K	101.72M	63.92K	+9.91%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.13%	725.84K	104.17M	-3.39K	-0.46%
Dec 31, 2025	MARTEL WEALTH ADVISORS INC	0.13%	726K	104.2M	17.5K	+2.47%
Dec 31, 2025	CERITY PARTNERS LLC	0.13%	761.57K	109.3M	201.55K	+35.99%
Dec 31, 2025	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.14%	790.21K	113.41M	-18.48K	-2.28%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	820.25K	117.72M	22.24K	+2.79%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.15%	829.11K	118.99M	67.95K	+8.93%
Dec 31, 2025	WHARTON BUSINESS GROUP, LLC	0.16%	892.47K	128.09M	256	+0.03%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	909K	130.46M	17.57K	+1.97%
Dec 31, 2025	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.25%	1.42M	199.32M	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	1.42M	203.85M	63.62K	+4.69%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.26%	1.51M	216.03M	-6K	-0.40%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.34%	1.87M	268.37M	-149.97K	-7.42%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	1.91M	274.62M	60.88K	+3.29%
Dec 31, 2025	CREATIVE PLANNING	0.64%	3.62M	519.36M	43.72K	+1.22%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.74%	4.19M	601.62M	168.58K	+4.19%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.25%	1.4M	200.31M	-6.32K	-0.45%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.2%	1.13M	162.6M	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	1.46M	208.9M	84.35K	+6.15%
Dec 31, 2025	ROYAL BANK OF CANADA	0.44%	2.49M	357.6M	4.56K	+0.18%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.46%	2.6M	372.48M	251.96K	+10.75%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	2.65M	379.63M	157.06K	+6.31%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.48%	2.75M	373.08M	105.53K	+3.99%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.37%	7.72M	1.11B	274.75K	+3.69%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.2%	12.53M	1.8B	627.05K	+5.27%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.13%	730.2K	104.8M	42.29K	+6.15%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.16%	928.87K	133.31M	329.94K	+55.09%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.18%	1.03M	147.51M	49.89K	+5.10%
Dec 31, 2025	AUTO-OWNERS INSURANCE CO	0.19%	1.04M	148.64M	311.5K	+43.01%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	401.6K	57.64M	55.8K	+16.14%
Dec 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.07%	396.27K	56.87M	-152.19K	-27.75%
Dec 31, 2025	ARLINGTON TRUST CO LLC	0.08%	434.64K	62.38M	-5.57K	-1.27%
Dec 31, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.08%	471.84K	67.72M	8.91K	+1.92%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	480.28K	68.93M	5.16K	+1.09%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.11%	653.25K	93.75M	32.3K	+5.20%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	933.01K	133.91M	33.12K	+3.68%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.1%	582.8K	83.64M	-6.8K	-1.15%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	1.09M	156.47M	83.17K	+8.26%
Dec 31, 2025	JANE STREET GROUP, LLC	0.19%	1.08M	155.65M	891.1K	+460.75%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	1.1M	157.27M	22.92K	+2.14%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.17%	935.15K	134.21M	-3.6K	-0.38%
Dec 31, 2025	ASSETMARK, INC	0.13%	698.05K	100.18M	126.55K	+22.14%
Dec 31, 2025	ONE DAY IN JULY LLC	0.13%	704.39K	101.09M	20.08K	+2.93%
Dec 31, 2025	UNITED SERVICES AUTOMOBILE ASSOCIATION	0.06%	336.13K	48.24M	123.28K	+57.92%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.06%	337.28K	48.41M	-7.67K	-2.22%
Dec 31, 2025	CORNERSTONE ADVISORY, LLC	0.06%	345.56K	49.59M	-1.14K	-0.33%
Dec 31, 2025	SMITHFIELD TRUST CO	0.07%	390.51K	56.01M	-4.71K	-1.19%
Dec 31, 2025	MARINER, LLC	0.1%	569.97K	81.8M	14.13K	+2.54%
Dec 31, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.42%	2.31M	332.24M	68.17K	+3.03%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	383.95K	54.12M	6.09K	+1.61%
Sep 30, 2025	SMITHFIELD TRUST CO	0.07%	395.22K	55.7M	-7.79K	-1.93%
Sep 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.07%	431.31K	55.29M	-25.73K	-5.63%
Sep 30, 2025	ARLINGTON TRUST CO LLC	0.08%	440.21K	62.05M	2.61K	+0.60%
Sep 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.08%	462.93K	65.25M	6.81K	+1.49%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	475.13K	66.97M	1.95K	+0.41%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	620.95K	87.52M	30.55K	+5.17%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.1%	598.93K	84.42M	11.57K	+1.97%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.24%	1.4M	197.95M	-8.55K	-0.61%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.2%	1.13M	159.69M	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0.19%	1.12M	157.5M	688.7K	+160.65%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	1.07M	151.22M	11.45K	+1.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	489.61K	69.06M	306	+0.06%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.09%	526.66K	41.22M	525.74K	+57,021.69%
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0.09%	537.73K	75.79M	9.2K	+1.74%
Sep 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.09%	543.7K	76.63M	4.79K	+0.89%
Sep 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.09%	548.45K	77.3M	-21.62K	-3.79%
Sep 30, 2025	ONE DAY IN JULY LLC	0.12%	684.31K	96.45M	11.7K	+1.74%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.11%	644.8K	90.88M	110	+0.02%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	580.2K	81.78M	4.19K	+0.73%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.1%	589.6K	83.1M	-10.65K	-1.77%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.16%	899.9K	126.84M	-46.62K	-4.93%
Sep 30, 2025	UBS GROUP AG	0.5%	2.91M	410.35M	-292.89K	-9.14%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.5%	2.91M	73.75M	120.52K	+4.32%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.16%	938.75K	132.32M	8.24K	+0.89%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.46%	2.65M	372.98M	157.95K	+6.35%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.46%	2.63M	371.32M	-49.12K	-1.83%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.43%	2.49M	350.7M	678.33K	+37.48%
Sep 30, 2025	ROYAL BANK OF CANADA	0.43%	2.49M	350.55M	82.53K	+3.43%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	2.37M	334.38M	-93.96K	-3.81%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.41%	2.34M	329.9M	200.13K	+9.34%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	1.37M	192.01M	268.52K	+24.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.24%	1.37M	192.42M	-27.87K	-2.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	1.01M	141.95M	58.3K	+6.14%
Sep 30, 2025	BELL BANK	0.13%	721.2K	101.65M	9.54K	+1.34%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.17%	977.91K	137.84M	8.75K	+0.90%
Sep 30, 2025	WHARTON BUSINESS GROUP, LLC	0.15%	892.21K	125.76M	-2.1K	-0.24%
Sep 30, 2025	MARINER, LLC	0.1%	555.84K	78.34M	17.17K	+3.19%
Sep 30, 2025	CERITY PARTNERS LLC	0.1%	560.02K	78.93M	-5.5K	-0.97%
Sep 30, 2025	HCR WEALTH ADVISORS	0.11%	637.96K	89.9M	12.03K	+1.92%
Sep 30, 2025	ASSETMARK, INC	0.1%	571.5K	80.55M	1.97K	+0.35%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.1%	596.74K	84.11M	496.11K	+493.02%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	1.85M	261.12M	15.36K	+0.84%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.13%	761.16K	107.28M	67.41K	+9.72%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.13%	729.23K	102.79M	14.7K	+2.06%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.69%	4.02M	566.46M	64.13K	+1.62%
Sep 30, 2025	JPMORGAN CHASE & CO	0.91%	5.27M	743.19M	33.63K	+0.64%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.92%	5.3M	747.28M	219.74K	+4.32%
Sep 30, 2025	LPL FINANCIAL LLC	1.12%	6.47M	912.65M	309.01K	+5.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	7.45M	1.05B	-45.81K	-0.61%
Sep 30, 2025	MORGAN STANLEY	1.74%	10.04M	1.42B	67.63K	+0.68%
Sep 30, 2025	AUTO-OWNERS INSURANCE CO	0.13%	724.2K	102.08M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.06%	11.9M	1.68B	-175.54K	-1.45%
Sep 30, 2025	MARTEL WEALTH ADVISORS INC	0.12%	708.5K	99.86M	16.14K	+2.33%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	646.6K	91.14M	238	+0.04%
Sep 30, 2025	CREATIVE PLANNING	0.62%	3.58M	503.9M	-28.12K	-0.78%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.59%	3.42M	482.49M	-1.25M	-26.75%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.35%	2.02M	284.7M	68.63K	+3.52%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	1.36M	191.24M	42.05K	+3.20%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	891.44K	125.65M	33.14K	+3.86%
Sep 30, 2025	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.14%	808.68K	113.98M	-1.48K	-0.18%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	798.01K	112.48M	6.54K	+0.83%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	687.92K	95.61M	475.41K	+223.71%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.39%	2.25M	316.68M	2.25M	+100.00%
Sep 30, 2025	RAKUTEN INVESTMENT MANAGEMENT, INC.	0.25%	1.42M	199.32M	1.42M	+100.00%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.26%	1.51M	213.01M	-19.58K	-1.28%
Sep 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.06%	327.37K	46.14M	-1.08K	-0.33%
Sep 30, 2025	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.06%	330.25K	46.55M	8.18K	+2.54%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.06%	344.95K	48.62M	-5.67K	-1.62%
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.06%	346.69K	48.87M	9.58K	+2.84%
Sep 30, 2025	OPEROSE ADVISORS LLC	0.06%	350.79K	49.44M	-1.97K	-0.56%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.08%	459.02K	61.19M	220.93K	+92.79%
Jun 30, 2025	GALLAGHER FIDUCIARY ADVISORS, LLC	1.44%	7.98M	401.02K	7.92M	+12,272.98%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	7.49M	998.63M	178.9K	+2.45%
Jun 30, 2025	CERITY PARTNERS LLC	0.1%	565.52K	75.39M	-41.69K	-6.87%
Jun 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.1%	538.92K	71.84M	2.19K	+0.41%
Jun 30, 2025	MARINER, LLC	0.1%	538.67K	71.81M	853	+0.16%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.1%	528.52K	70.46M	9.89K	+1.91%
Jun 30, 2025	WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.	0.08%	456.12K	60.8M	14.24K	+3.22%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	441.96K	58.92M	17.47K	+4.11%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	377.86K	50.37M	1.18K	+0.31%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.07%	370K	49.32M	0	0
Jun 30, 2025	OPEROSE ADVISORS LLC	0.06%	352.76K	47.03M	-394	-0.11%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.06%	350.62K	46.74M	-2.62K	-0.74%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.06%	339.09K	45.2M	4.56K	+1.36%
Jun 30, 2025	MBM WEALTH CONSULTANTS, LLC	0.06%	328.45K	43.79M	6.83K	+2.12%
Jun 30, 2025	BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.	0.06%	322.08K	42.94M	-7.51K	-2.28%
Jun 30, 2025	MORGAN STANLEY	1.8%	9.97M	1.33T	74.31K	+0.75%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.45%	2.49M	331.54M	158.54K	+6.80%
Jun 30, 2025	ROYAL BANK OF CANADA	0.43%	2.4M	320.55M	8.96K	+0.37%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.2%	1.13M	151.03M	88.72K	+8.50%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	1.06M	141.5M	92.53K	+9.55%
Jun 30, 2025	LPL FINANCIAL LLC	1.11%	6.17M	821.99M	405.68K	+7.04%
Jun 30, 2025	JPMORGAN CHASE & CO	0.94%	5.24M	698.42M	-230.42K	-4.21%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.92%	5.08M	677.48M	-46.78K	-0.91%
Jun 30, 2025	UBS GROUP AG	0.58%	3.2M	427.15M	120.45K	+3.91%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.5%	2.79M	64.03M	15.68K	+0.57%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.48%	2.68M	357.74M	314.49K	+13.28%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.39%	2.14M	284.07M	260.64K	+13.84%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.33%	1.84M	244.92M	12.77K	+0.70%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	1.81M	241.26M	187.02K	+11.52%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.28%	1.53M	204.07M	-9.84K	-0.64%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.25%	1.39M	185.7M	105.97K	+8.23%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.24%	1.31M	175.26M	21.45K	+1.66%
Jun 30, 2025	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.15%	810.17K	108M	-6.89K	-0.84%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	791.47K	105.51M	10.86K	+1.39%
Jun 30, 2025	AUTO-OWNERS INSURANCE CO	0.13%	724.2K	96.54M	402.67K	+125.23%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.13%	693.74K	92.48M	36.95K	+5.63%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	646.36K	86.17M	19.58K	+3.12%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	2.47M	328.78M	-24.18K	-0.97%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.25%	1.41M	188.36M	-1.99K	-0.14%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.17%	969.16K	129.2M	22.02K	+2.32%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.13%	714.53K	95.25M	19.07K	+2.74%
Jun 30, 2025	BELL BANK	0.13%	711.66K	94.87M	30.79K	+4.52%
Jun 30, 2025	ONE DAY IN JULY LLC	0.12%	672.61K	89.67M	25.33K	+3.91%
Jun 30, 2025		0.11%	600.25K	80.02M	-20.91K	-3.37%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	489.31K	66.45M	-9.83K	-1.97%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.08%	465.35K	62.04M	-11.72K	-2.46%
Jun 30, 2025	INSPIRION WEALTH ADVISORS, LLC	0.08%	457.03K	60.93M	-15	0.00%
Jun 30, 2025	ARLINGTON TRUST CO LLC	0.08%	437.6K	58.34M	-910	-0.21%
Jun 30, 2025	SMITHFIELD TRUST CO	0.07%	403.01K	53.72M	15.06K	+3.88%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.07%	383.29K	51.1M	285.88K	+293.47%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.06%	337.11K	44.94M	6.85K	+2.07%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.35%	1.95M	260.12B	-104.06K	-5.06%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.18%	12.08M	1.61B	-64.98K	-0.54%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	4.67M	622.95M	149.65K	+3.31%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	3.96M	527.66M	138.26K	+3.62%
Jun 30, 2025	CREATIVE PLANNING	0.65%	3.6M	480.34M	-16.7K	-0.46%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	948.76K	126.48M	73.23K	+8.36%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	946.52K	126.18M	181.41K	+23.71%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.17%	930.5K	124.05M	-27.33K	-2.85%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	1.1M	146.87M	55.11K	+5.26%
Jun 30, 2025	JANE STREET GROUP, LLC	0.16%	896.2K	119.47M	157.1K	+21.26%
Jun 30, 2025	WHARTON BUSINESS GROUP, LLC	0.16%	894.32K	119.18M	3.8K	+0.43%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	858.29K	114.42M	-33.43K	-3.75%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.12%	644.69K	85.94M	4.75K	+0.74%
Jun 30, 2025	HCR WEALTH ADVISORS	0.11%	625.93K	83.44M	21.49K	+3.56%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.11%	590.41K	78.71M	58.2K	+10.93%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.11%	587.36K	78.3M	103.44K	+21.38%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	576.01K	76.79M	35.66K	+6.60%
Jun 30, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	570.07K	76M	4K	+0.71%
Jun 30, 2025	ASSETMARK, INC	0.1%	569.53K	75.92M	-56.24K	-8.99%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.5%	2.75M	313.66K	2.75M	+100.00%
Jun 30, 2025	MARTEL WEALTH ADVISORS INC	0.12%	692.36K	92.3M	21.59K	+3.22%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.11%	600.25K	80.02M	-20.91K	-3.37%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.38%	2.06M	265.05M	19.51K	+0.96%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.43%	2.33M	300.44M	142.1K	+6.50%
Mar 31, 2025	MORGAN STANLEY	1.83%	9.9M	1.28B	150.98K	+1.55%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.25%	12.14M	1.57B	-1.6M	-11.63%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.24%	1.29M	165.98M	-123.92K	-8.78%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	1.82M	235.28M	19.95K	+1.11%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.44%	2.37M	305.51M	94.99K	+4.18%
Mar 31, 2025	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	566.08K	73M	3.81K	+0.68%
Mar 31, 2025	BELL BANK	0.13%	680.88K	87.81M	-15.6K	-2.24%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.13%	695.46K	85.83M	18K	+2.66%
Mar 31, 2025	JANE STREET GROUP, LLC	0.14%	739.1K	95.31M	688.1K	+1,349.22%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.14%	780.61K	100.66M	52.42K	+7.20%
Mar 31, 2025	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.15%	817.06K	105.37M	20.17K	+2.53%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	875.53K	112.91M	16.84K	+1.96%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	1.05M	135.1M	104.2K	+11.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.24%	1.29M	166.78M	268.85K	+26.24%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.26%	1.41M	182.47M	-16.17K	-1.13%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.28%	1.54M	198.68M	1.54M	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	1.62M	209.27M	76.14K	+4.92%
Mar 31, 2025	ROYAL BANK OF CANADA	0.44%	2.4M	308.94M	-10.26K	-0.43%
Mar 31, 2025	CREATIVE PLANNING	0.67%	3.62M	466.82M	-29.31K	-0.80%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.71%	3.82M	492.41M	372.07K	+10.80%
Mar 31, 2025	ASSETMARK, INC	0.12%	625.78K	80.7M	182.56K	+41.19%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	968.9K	124.95M	-37.68K	-3.74%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.16%	891.73K	115M	-22.96K	-2.51%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.18%	947.14K	122.14M	24.48K	+2.65%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.19%	1.04M	134.66M	-68	-0.01%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	626.78K	80.83M	-42.64K	-6.37%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.12%	639.95K	82.53M	42.4K	+7.10%
Mar 31, 2025	ONE DAY IN JULY LLC	0.12%	647.28K	83.47M	46.4K	+7.72%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.12%	656.79K	84.7M	12.27K	+1.90%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	2.49M	321.17M	146.92K	+6.27%
Mar 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.51%	2.77M	61.19M	-196.75K	-6.63%
Mar 31, 2025	UBS GROUP AG	0.57%	3.08M	397.68M	64.64K	+2.14%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.14%	765.11K	98.67M	-68.75K	-8.24%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	572.88K	73.88M	29.88K	+5.50%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.18%	957.84K	123.52M	40.17K	+4.38%
Mar 31, 2025	HCR WEALTH ADVISORS	0.11%	604.44K	77.95M	19.87K	+3.40%
Mar 31, 2025	CERITY PARTNERS LLC	0.11%	607.21K	78.31M	-1.64K	-0.27%
Mar 31, 2025		0.11%	621.15K	80.1M	13.13K	+2.16%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	4.52M	583.34M	-331.27K	-6.82%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.95%	5.13M	661.41M	115.47K	+2.30%
Mar 31, 2025	JPMORGAN CHASE & CO	1.01%	5.47M	705.34M	11.86K	+0.22%
Mar 31, 2025	LPL FINANCIAL LLC	1.07%	5.76M	742.85M	117.07K	+2.07%
Mar 31, 2025	SUMITOMO LIFE INSURANCE CO	1.07%	5.77M	744.53M	-9.36M	-61.85%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	7.31M	942.98M	90.61K	+1.25%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	1.88M	240.22M	251.78K	+15.44%
Mar 31, 2025	WHARTON BUSINESS GROUP, LLC	0.16%	890.52K	114.84M	-2.4K	-0.27%
Mar 31, 2024	ARLINGTON TRUST CO LLC	0.08%	458.09K	55.42M	1.82K	+0.40%
Mar 31, 2024	CERITY PARTNERS LLC	0.08%	464.28K	55.6M	-60.63K	-11.55%
Mar 31, 2024	BANK OF HAWAII	0.08%	477.77K	57.8M	477.77K	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.08%	485.98K	58.8M	-118.82K	-19.65%
Mar 31, 2024	OPEROSE ADVISORS LLC	0.08%	498.88K	60.36M	-13.79K	-2.69%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.09%	515.27K	62.34M	-40.48K	-7.28%
Mar 31, 2024	MEIJI YASUDA LIFE INSURANCE CO	0.25%	1.37M	165.85M	-875.3K	-38.97%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.27%	1.59M	192.24M	1.36M	+579.60%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	2.11M	255.08M	-66.37K	-3.05%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.38%	2.07M	250.88M	219.06K	+11.81%
Mar 31, 2024	ROYAL BANK OF CANADA	0.42%	2.51M	303.51M	3.91K	+0.16%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.55%	3.23M	390.62M	-204.92K	-5.97%
Mar 31, 2024	MORGAN STANLEY	1.62%	9.54M	1.15B	389.8K	+4.26%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.86%	10.96M	1.33B	-228.32K	-2.04%
Mar 31, 2024	PINNACLE ASSOCIATES LTD	0.08%	495.08K	59.9M	357	+0.07%
Mar 31, 2024	CREATIVE PLANNING	0.64%	3.75M	454.16M	-90.3K	-2.35%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.69%	4.05M	489.75M	-11.4K	-0.28%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.78%	4.6M	556.81M	192.36K	+4.36%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.84%	4.94M	597.79M	56.02K	+1.15%
Mar 31, 2024	LPL FINANCIAL LLC	0.85%	5M	604.36M	-40.08K	-0.80%
Mar 31, 2024	SUMITOMO LIFE INSURANCE CO	2.8%	15.13M	1.61B	0	0
Mar 31, 2024	MARINO, STRAM & ASSOCIATES LLC	0.1%	521.65K	63.11M	8.38K	+1.63%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.1%	544.95K	65.93M	139.22K	+34.31%
Mar 31, 2024	HCR WEALTH ADVISORS	0.1%	547.87K	66.29M	-8.93K	-1.60%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.1%	549.54K	66.49M	26.95K	+5.16%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.11%	629.99K	76.22M	11.91K	+1.93%
Mar 31, 2024	ASSETMARK, INC	0.11%	582.85K	70.52M	15.02K	+2.65%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.11%	599.53K	72.29M	17.79K	+3.06%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	661.7K	80.06M	7.3K	+1.12%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.12%	656.63K	79.45M	-17.28K	-2.56%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.12%	666.51K	80.64M	-2.81K	-0.42%
Mar 31, 2024	BELL BANK	0.12%	669.73K	81.03M	15.61K	+2.39%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	770.99K	93.28M	-19.88K	-2.51%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.13%	773.05K	93.44M	-18.6K	-2.35%
Mar 31, 2024	AUTO-OWNERS INSURANCE CO	0.13%	724.2K	87.62M	0	0
Mar 31, 2024	WHARTON BUSINESS GROUP, LLC	0.14%	744.49K	90.08M	-28.5K	-3.69%
Mar 31, 2024	SANIBEL CAPTIVA TRUST COMPANY, INC.	0.14%	766.88K	92.79M	766.88K	+100.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	0.15%	816.94K	98.84M	-77.49K	-8.66%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.16%	855.96K	103.56M	29.35K	+3.55%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.17%	1M	121.09M	-12.91K	-1.27%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.17%	1M	121.26M	-133.38K	-11.75%
Mar 31, 2024	CITADEL ADVISORS LLC	0.18%	1.05M	127.26M	511.8K	+94.78%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.19%	1.01M	121.96M	-11.92K	-1.17%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.19%	1.05M	127.49M	-11.03K	-1.04%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.2%	1.07M	129.24M	35.63K	+3.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.22%	1.29M	156.51M	-385.75K	-22.97%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.28%	1.5M	181.09M	19.68K	+1.33%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.29%	1.74M	210.19M	73.88K	+4.44%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.3%	1.61M	194.4M	53.64K	+3.45%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.31%	1.84M	222.4M	10.71K	+0.59%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	2M	241.74M	2M	+100.00%
Mar 31, 2024	UBS GROUP AG	0.53%	3.11M	375.9M	-310.82K	-9.09%
Mar 31, 2024	VANGUARD GROUP INC	0.55%	3.25M	392.79M	16.02K	+0.50%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.57%	3.38M	409.31M	-23.69K	-0.70%
Mar 31, 2024		0.14%	766.88K	92.79M	766.88K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	937.71K	113.45M	28.92K	+3.18%
Mar 31, 2024	JPMORGAN CHASE & CO	0.37%	2.21M	267.75M	-24.83K	-1.11%
Mar 31, 2024	WELLSPRING FINANCIAL ADVISORS, LLC	0.39%	2.1M	40.93M	248.56K	+13.41%
Mar 31, 2024	INSPIRION WEALTH ADVISORS, LLC	0.07%	400.47K	48.45M	16.14K	+4.20%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	419.34K	50.74M	21.11K	+5.30%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.08%	449.87K	54.43M	-4.98K	-1.09%
Mar 31, 2024	ONE DAY IN JULY LLC	0.08%	451.47K	54.62M	49.02K	+12.18%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.09%	522.59K	58.34M	522.59K	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.09%	524.91K	58.6M	129.57K	+32.77%
Dec 31, 2023	MARINER, LLC	0.1%	532.29K	59.42M	8.57K	+1.64%
Dec 31, 2023	CITADEL ADVISORS LLC	0.1%	540K	60.28M	341.1K	+171.49%
Dec 31, 2023	PERFROMANCE WEALTH PARTNERS, LLC	0.1%	548.49K	61.23M	-5.94K	-1.07%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.1%	555.74K	62.04M	-38.43K	-6.47%
Dec 31, 2023	HCR WEALTH ADVISORS	0.1%	556.8K	62.16M	119.94K	+27.45%
Dec 31, 2023	ASSETMARK, INC	0.1%	567.83K	63.39M	34.91K	+6.55%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.1%	581.74K	65.35M	-58.48K	-9.13%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.11%	604.79K	67.51M	20.02K	+3.42%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.11%	618.08K	69M	12.06K	+1.99%
Dec 31, 2023	BELL BANK	0.12%	654.12K	73.02M	19.31K	+3.04%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.12%	669.33K	74.72M	-24.24K	-3.49%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.12%	673.91K	75.23M	-4.11K	-0.61%
Dec 31, 2023	AUTO-OWNERS INSURANCE CO	0.13%	724.2K	80.84M	0	0
Dec 31, 2023	WHARTON BUSINESS GROUP, LLC	0.14%	772.99K	86.29M	37.52K	+5.10%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	790.87K	88.29M	-64.91K	-7.59%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.14%	791.65K	88.37M	-124.12K	-13.55%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	0.15%	826.61K	92.27M	4.69K	+0.57%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	0.16%	894.42K	99.84M	4.37K	+0.49%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.16%	908.79K	101.45M	-31.97K	-3.40%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	1.01M	113.16M	-23K	-2.22%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.18%	1.02M	113.85M	-148.88K	-12.74%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	1.03M	115.27M	-119.83K	-10.40%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.19%	1.06M	118.86M	-29.39K	-2.69%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.2%	1.14M	126.78M	-327.74K	-22.40%
Dec 31, 2023		0.11%	586.83K	716.6K	586.83K	+100.00%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.28%	1.55M	173.37M	-1.78K	-0.11%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.3%	1.66M	185.68M	37.19K	+2.29%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.3%	1.68M	187.47M	360.76K	+27.36%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.33%	1.83M	204M	97.2K	+5.62%
Dec 31, 2023	WELLSPRING FINANCIAL ADVISORS, LLC	0.33%	1.85M	10.15M	9.62K	+0.52%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.33%	1.85M	207.03M	184.68K	+11.06%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	2.17M	242.76M	-655.88K	-23.17%
Dec 31, 2023	JPMORGAN CHASE & CO	0.4%	2.24M	249.81M	630.95K	+39.26%
Dec 31, 2023	MEIJI YASUDA LIFE INSURANCE CO	0.4%	2.25M	250.73M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.45%	2.5M	279.59M	233.8K	+10.30%
Dec 31, 2023	VANGUARD GROUP INC	0.58%	3.23M	360.61M	9.36K	+0.29%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.61%	3.41M	380.29M	-25.84K	-0.75%
Dec 31, 2023	UBS GROUP AG	0.62%	3.42M	381.52M	169.32K	+5.21%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.62%	3.43M	383.13M	-170.28K	-4.73%
Dec 31, 2023	CREATIVE PLANNING	0.69%	3.84M	429.1M	-103.39K	-2.62%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.73%	4.06M	453.13M	115.27K	+2.92%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.79%	4.41M	492.26M	95.42K	+2.21%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.88%	4.88M	545.29M	186.82K	+3.98%
Dec 31, 2023	LPL FINANCIAL LLC	0.91%	5.04M	562.08M	-117.03K	-2.27%
Dec 31, 2023	MORGAN STANLEY	1.65%	9.15M	1.02B	-289K	-3.06%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.02%	11.19M	1.25B	321.99K	+2.96%
Dec 31, 2023	SUMITOMO LIFE INSURANCE CO	2.73%	15.13M	1.69B	-3.35M	-18.12%

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