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

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

PROCYON ADVISORS, LLC, in the last quarter, reduced its stake in VYMI by -5.31% restricting it's holding to 159.31 thousand shares of worth nearly $14.34M. ORGEL WEALTH MANAGEMENT, LLC also lessened -1.08% of the VYMI shares from its portfolio, reducing its holding to 2.5 million shares of worth $225.20M. MAIN LINE RETIREMENT ADVISORS, LLC also shunned VYMI shares holding by -2.75% last quarter which brought its holding to 246.05 thousand shares worth $22.14M.

Investors who are buying VYMI stock?

As per its latest 13F filing, increased its stake in VYMI by 100% in the last quarter. The institutional holder raised its holding to 1.03 million shares having worth more than $1.03B. AMERIPRISE FINANCIAL INC also added 25.52% more shares of VYMI to its portfolio, raising its holding to 1.78 million shares of worth $160.19M. BANK OF AMERICA CORP /DE/ also increased its VYMI shares holding by 10.02% which brought its holding to 5.58 million shares worth $501.92M.

VYMI's major insiders: who are they?

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

Did an insider recently sell VYMI stock?

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

Which insider recently purchased VYMI stock?

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

How much of VYMI does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in VYMI?

is the largest institutional owner in VYMI which holds 1.03 million shares worth $1.03B or 0.57% of the total VYMI shares outstanding followed by AMERIPRISE FINANCIAL INC with ownership of 1.78 million shares representing 1% of the VYMI ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 5.58 million shares or 3.11% of the ownership worth more than $501.92M.

Is Vanguard International 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 VYMI is concerned, it is a stock which is optionable.

Is there a short position on VYMI's shares?

Number of VYMI 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 VYMI shares are there?

As of today, null shares of VYMI are outstanding.

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

VYMI 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 VYMI is null.

Vanguard International High Dividend Yield ETF (VYMI) 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. is the top corporate investor, holding 1.03M shares valued at $1.03B. A 0.57% stake in Vanguard International High Dividend Yield ETF is owned by the company. AMERIPRISE FINANCIAL INC owns 1.78M shares valued at $160.19M, which translates its holding of 1% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025		0.57%	1.03M	1.03B	1.03M	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1%	1.78M	160.19M	361.87K	+25.52%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.11%	5.58M	501.92M	507.78K	+10.02%
Dec 31, 2025	SEGALL BRYANT & HAMILL, LLC	0.1%	172.5K	15.53M	172.5K	+100.00%
Dec 31, 2025	TULL FINANCIAL GROUP, INC.	0.1%	174.24K	15.68M	2.56K	+1.49%
Dec 31, 2025	PROCYON ADVISORS, LLC	0.1%	159.31K	14.34M	-8.94K	-5.31%
Dec 31, 2025	CITIGROUP INC	0.11%	192.5K	17.32M	15.09K	+8.50%
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.37%	597.97K	53.82M	121.69K	+25.55%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.49%	784.32K	70.59M	40.25K	+5.41%
Dec 31, 2025	MARINER, LLC	0.5%	888.95K	80.01M	69.72K	+8.51%
Dec 31, 2025	JANE STREET GROUP, LLC	0.61%	1.1M	99M	700K	+175.00%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.83%	1.34M	120.26M	68.15K	+5.37%
Dec 31, 2025	UBS GROUP AG	0.76%	1.37M	123.24M	33.87K	+2.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.11%	1.99M	179.24M	139.22K	+7.52%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.22%	2.19M	197.28M	119.71K	+5.78%
Dec 31, 2025	LPL FINANCIAL LLC	1.25%	2.23M	200.49M	231.08K	+11.57%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.55%	2.5M	225.2M	-27.43K	-1.08%
Dec 31, 2025	MORGAN STANLEY	3.13%	5.62M	505.5M	165.26K	+3.03%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	271.35K	24.42M	1.72K	+0.64%
Dec 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.15%	246.05K	22.14M	-6.96K	-2.75%
Dec 31, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.16%	251.98K	22.68M	4.39K	+1.77%
Dec 31, 2025	SWAN CAPITAL LLC	0.16%	287.54K	25.88M	-2.24K	-0.77%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	276.43K	24.88M	36.26K	+15.10%
Dec 31, 2025	ARLINGTON TRUST CO LLC	0.19%	304.21K	27.38M	-2.53K	-0.83%
Dec 31, 2025	BURNS J W & CO INC/NY	0.19%	306.22K	27.56M	19.99K	+6.98%
Dec 31, 2025	SEI INVESTMENTS CO	0.2%	349.72K	31.47M	19.7K	+5.97%
Dec 31, 2025	FIRST HAWAIIAN BANK	0.2%	318.26K	28.64M	-36.53K	-10.30%
Dec 31, 2025	COLONY GROUP, LLC	0.21%	383.58K	34.52M	8.1K	+2.16%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	394.3K	35.5M	52.29K	+15.29%
Dec 31, 2025	LS INVESTMENT ADVISORS, LLC	0.25%	396.61K	35.69M	17.26K	+4.55%
Dec 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.25%	408.2K	36.74M	-3.97K	-0.96%
Dec 31, 2025	CAPITAL ADVANTAGE, INC.	0.25%	410K	36.9M	15.78K	+4.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.28%	451.96K	40.68M	14.93K	+3.42%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	513.99K	46.26M	60.58K	+13.36%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.33%	595.93K	53.63M	29.35K	+5.18%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.34%	609.62K	61.67M	318.61K	+109.48%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	1.38M	123.86M	409.9K	+42.42%
Dec 31, 2025	ROYAL BANK OF CANADA	0.86%	1.55M	139.15M	133.09K	+9.42%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.97%	1.73M	156.02M	279.44K	+19.22%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.43%	2.56M	230.73M	119.39K	+4.88%
Dec 31, 2025	KWMG, LLC	0.13%	211.34K	19.02M	670	+0.32%
Dec 31, 2025	MACKENZIE FINANCIAL CORP	0.14%	250.98K	22.64M	13.49K	+5.68%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.14%	250.25K	22.52M	-2.46K	-0.97%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.15%	235.52K	21.2M	115	+0.05%
Dec 31, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.15%	261.07K	23.5M	658	+0.25%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.19%	335.69K	30.21M	59.43K	+21.51%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.28%	506.61K	45.59M	14.41K	+2.93%
Dec 31, 2025	CREATIVE PLANNING	0.38%	683.53K	61.52M	4.84K	+0.71%
Dec 31, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.12%	207.47K	18.67M	42.7K	+25.91%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.12%	215.67K	19.41M	10.51K	+5.12%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.12%	218.29K	19.71M	175.04K	+404.80%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.12%	197.94K	17.81M	-10.06K	-4.84%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	232.86K	20.96M	30.05K	+14.82%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	265.44K	23.89M	78.95K	+42.34%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.18%	319.96K	28.8M	15.95K	+5.25%
Dec 31, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.1%	160.51K	14.45M	4.84K	+3.11%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.1%	161.3K	14.52M	83.03K	+106.08%
Dec 31, 2025	HUMAN INVESTING LLC	0.1%	163.56K	14.72M	-1.11K	-0.68%
Dec 31, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.1%	169.11K	15.22M	11.29K	+7.16%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	191.18K	17.21M	22.61K	+13.41%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.12%	207.42K	18.67B	-166	-0.08%
Dec 31, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.13%	224.66K	20.22M	4K	+1.81%
Dec 31, 2025	AAF WEALTH MANAGEMENT, LLC	0.15%	240.7K	21.66M	13.17K	+5.79%
Dec 31, 2025	ASSETMARK, INC	0.25%	405.28K	36.48M	135.37K	+50.15%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.3%	535.06K	48.16M	73.11K	+15.83%
Dec 31, 2025	CWM, LLC	0.34%	619.18K	55.73M	-22.48K	-3.50%
Dec 31, 2025	BANK OF HAWAII	0.16%	283K	25.47M	-5.49K	-1.90%
Sep 30, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.15%	247.58K	20.97M	3.79K	+1.56%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.13%	208K	17.61M	-4.04K	-1.91%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	1.85M	156.86M	-52.71K	-2.77%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.91%	1.45M	122.44M	242.75K	+20.04%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.79%	1.27M	107.38M	44.29K	+3.62%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	744.08K	63.01M	58.01K	+8.46%
Sep 30, 2025	JANE STREET GROUP, LLC	0.25%	400K	33.87M	88.49K	+28.41%
Sep 30, 2025	BANK OF HAWAII	0.18%	288.48K	24.43M	8.99K	+3.22%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.09%	1.74M	147.68M	-24.99K	-1.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.88%	1.41M	119.66M	158.36K	+12.62%
Sep 30, 2025	UBS GROUP AG	0.84%	1.34M	113.09M	33.01K	+2.53%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	966.34K	81.83M	117K	+13.78%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.35%	566.58K	47.98M	245.93K	+76.70%
Sep 30, 2025	CAPITAL ADVANTAGE, INC.	0.25%	394.23K	33.38M	13.67K	+3.59%
Sep 30, 2025	LS INVESTMENT ADVISORS, LLC	0.24%	379.35K	32.12M	148.01K	+63.98%
Sep 30, 2025	COLONY GROUP, LLC	0.23%	375.48K	31.8M	3.68K	+0.99%
Sep 30, 2025	SEI INVESTMENTS CO	0.21%	330.02K	27.95M	13.34K	+4.21%
Sep 30, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.16%	253.01K	21.42M	3.13K	+1.25%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.16%	252.7K	21.4M	914	+0.36%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.89%	1.42M	120.08M	-211.85K	-13.00%
Sep 30, 2025	CREATIVE PLANNING	0.42%	678.69K	57.47M	4.39K	+0.65%
Sep 30, 2025	MACKENZIE FINANCIAL CORP	0.15%	237.5K	20.11M	12.02K	+5.33%
Sep 30, 2025	CWM, LLC	0.4%	641.66K	54.34M	-26.83K	-4.01%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	461.94K	39.12M	54.34K	+13.33%
Sep 30, 2025	FIRST HAWAIIAN BANK	0.22%	354.79K	30.04M	-13.47K	-3.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	342.02K	28.87M	50.58K	+17.35%
Sep 30, 2025	ARLINGTON TRUST CO LLC	0.19%	306.74K	25.97M	2.51K	+0.82%
Sep 30, 2025	HAMILTON WEALTH, LLC	0.19%	304.01K	25.74M	7.48K	+2.52%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	291.01K	24.64M	-3.86K	-1.31%
Sep 30, 2025	AAF WEALTH MANAGEMENT, LLC	0.14%	227.53K	19.27M	20.31K	+9.80%
Sep 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.3%	476.28K	40.5M	20K	+4.38%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	453.42K	38.4M	-3.59K	-0.79%
Sep 30, 2025	JPMORGAN CHASE & CO	0.27%	437.03K	37.01M	-77.43K	-15.05%
Sep 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.26%	412.17K	34.9M	8.32K	+2.06%
Sep 30, 2025	SWAN CAPITAL LLC	0.18%	289.78K	24.54M	8.52K	+3.03%
Sep 30, 2025	BURNS J W & CO INC/NY	0.18%	286.23K	24.24M	22.89K	+8.69%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.17%	276.26K	23.39M	276.1K	+169,385.89%
Sep 30, 2025	ASSETMARK, INC	0.17%	269.91K	22.86M	-141.75K	-34.43%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	269.63K	22.83M	5.43K	+2.05%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	235.41K	19.93M	8.5K	+3.75%
Sep 30, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.14%	220.66K	18.69M	-21.2K	-8.77%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.13%	207.58K	17.58M	3	0.00%
Sep 30, 2025	KWMG, LLC	0.13%	210.67K	17.84M	8.24K	+4.07%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.16%	249.63K	19.22M	120.56K	+93.41%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.31%	492.2K	41.68M	13.25K	+2.77%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.13%	205.17K	17.37M	9.54K	+4.87%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.13%	202.81K	17.17M	-69.71K	-25.58%
Sep 30, 2025	CITIGROUP INC	0.11%	177.41K	15.02M	23.08K	+14.96%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.11%	168.58K	14.28M	2.59K	+1.56%
Sep 30, 2025	PROCYON ADVISORS, LLC	0.11%	168.25K	14.25M	-9.86K	-5.53%
Sep 30, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.1%	164.77K	13.95M	142.18K	+629.27%
Sep 30, 2025	HUMAN INVESTING LLC	0.1%	164.67K	13.94M	-8.56K	-4.94%
Sep 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.1%	161.61K	13.69M	3.9K	+2.47%
Sep 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.1%	157.82K	13.36M	3.72K	+2.42%
Sep 30, 2025	CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.1%	155.67K	13.18M	25.69K	+19.76%
Sep 30, 2025	UNISON ADVISORS LLC	0.1%	153.33K	12.98M	13	+0.01%
Sep 30, 2025	RTD FINANCIAL ADVISORS, INC.	0.1%	152.1K	12.88M	-2.91K	-1.88%
Sep 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.09%	151.62K	12.84M	6K	+4.12%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	0.09%	148.59K	12.58M	28.45K	+23.68%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.09%	148.37K	12.56M	4.06K	+2.81%
Sep 30, 2025	REGIMEN WEALTH, LLC	0.09%	147.91K	12.52M	-76	-0.05%
Sep 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.09%	145.12K	12.29M	-4.52K	-3.02%
Sep 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.16%	260.42K	22.05M	40.39K	+18.36%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	240.18K	20.34M	78.8K	+48.83%
Sep 30, 2025	MARINER, LLC	0.51%	819.24K	69.37M	82.73K	+11.23%
Sep 30, 2025	MORGAN STANLEY	3.41%	5.45M	461.63M	130.67K	+2.46%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.17%	5.07M	429.25M	537.11K	+11.85%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.58%	2.53M	214.21M	3.8K	+0.15%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.53%	2.44M	206.98M	166.73K	+7.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.3%	2.07M	175.49M	150.6K	+7.84%
Sep 30, 2025	LPL FINANCIAL LLC	1.25%	2M	169.07M	348.01K	+21.11%
Jun 30, 2025	ASSETMARK, INC	0.29%	411.66K	32.98M	20.13K	+5.14%
Jun 30, 2025	AAF WEALTH MANAGEMENT, LLC	0.15%	207.23K	16.6M	24.03K	+13.12%
Jun 30, 2025	KWMG, LLC	0.14%	202.44K	16.22M	124	+0.06%
Jun 30, 2025	PROCYON ADVISORS, LLC	0.13%	178.11K	14.27M	-8.54K	-4.58%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	176.31K	14.12M	42.38K	+31.65%
Jun 30, 2025	HUMAN INVESTING LLC	0.12%	173.23K	13.88M	-864	-0.50%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.12%	172.78K	13.84M	15.2K	+9.64%
Jun 30, 2025		0.12%	169.73K	13.6M	5.98K	+3.65%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.12%	165.99K	13.38M	6.57K	+4.12%
Jun 30, 2025	ARKOS GLOBAL ADVISORS	0.11%	158.53K	12.7M	-6.12K	-3.72%
Jun 30, 2025	ROBLE, BELKO & COMPANY, INC	0.11%	158.11K	12.67M	-151.67K	-48.96%
Jun 30, 2025	MEEDER ADVISORY SERVICES, INC.	0.11%	157.71K	12.63M	8.15K	+5.45%
Jun 30, 2025	RTD FINANCIAL ADVISORS, INC.	0.11%	155.01K	12.42M	-1.6K	-1.02%
Jun 30, 2025	PRENTICE WEALTH MANAGEMENT LLC	0.11%	154.1K	12.34M	-1.18K	-0.76%
Jun 30, 2025	UNISON ADVISORS LLC	0.11%	153.32K	12.28M	-540	-0.35%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	150.72K	12.07M	3.51K	+2.38%
Jun 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.11%	149.64K	11.99M	-2.43K	-1.60%
Jun 30, 2025	REGIMEN WEALTH, LLC	0.1%	147.99K	11.86M	-14.6K	-8.98%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.35%	1.91M	152.61M	159.13K	+9.11%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.36%	1.92M	153.95M	149.99K	+8.47%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.2%	4.53M	363.06M	574.04K	+14.50%
Jun 30, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.32%	456.28K	36.55M	26.28K	+6.11%
Jun 30, 2025	BARRY INVESTMENT ADVISORS, LLC	0.29%	403.85K	32.35M	8.09K	+2.04%
Jun 30, 2025	MORGAN STANLEY	3.76%	5.32M	426.25B	565.96K	+11.90%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.78%	2.53M	202.35M	-53.14K	-2.06%
Jun 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.1%	145.62K	11.67M	4.69K	+3.33%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.86%	1.22M	98.03M	40.35K	+3.41%
Jun 30, 2025	ROYAL BANK OF CANADA	0.89%	1.25M	100.51M	120.94K	+10.67%
Jun 30, 2025	UBS GROUP AG	0.92%	1.3M	104.34M	151.89K	+13.20%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.15%	1.63M	130.58M	275.88K	+20.37%
Jun 30, 2025	LPL FINANCIAL LLC	1.16%	1.65M	132.07M	175.67K	+11.93%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.25%	1.77M	141.72M	28.01K	+1.61%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.17%	243.96K	19.54M	134.67K	+123.22%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	294.87K	23.75M	-20.73K	-6.57%
Jun 30, 2025	ARLINGTON TRUST CO LLC	0.21%	304.24K	24.37M	-6.82K	-2.19%
Jun 30, 2025	JANE STREET GROUP, LLC	0.22%	311.51K	24.96M	-325.47K	-51.10%
Jun 30, 2025	SEI INVESTMENTS CO	0.22%	316.68K	25.37M	-3.63K	-1.13%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.29%	407.6K	32.65M	69.64K	+20.60%
Jun 30, 2025	JPMORGAN CHASE & CO	0.36%	514.46K	41.21M	98.44K	+23.66%
Jun 30, 2025	CWM, LLC	0.47%	668.49K	53.55M	-19.23K	-2.80%
Jun 30, 2025	CREATIVE PLANNING	0.48%	674.29K	54.02M	3.32K	+0.50%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.48%	686.06K	54.96M	77.01K	+12.64%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	849.34K	68.04M	71.23K	+9.15%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.86%	1.21M	96.71M	280.68K	+30.16%
Jun 30, 2025	CAPITAL ADVANTAGE, INC.	0.27%	380.56K	30.49M	3.34K	+0.88%
Jun 30, 2025	SWAN CAPITAL LLC	0.2%	281.26K	22.53M	41.68K	+17.39%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	272.52K	21.83M	22.42K	+8.96%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	264.2K	21.17M	9.61K	+3.77%
Jun 30, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.17%	243.79K	19.53M	1.71K	+0.71%
Jun 30, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.17%	241.86K	19.38M	-5K	-2.03%
Jun 30, 2025	LS INVESTMENT ADVISORS, LLC	0.16%	231.34K	18.53M	20.57K	+9.76%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.16%	226.91K	18.18M	-6.12K	-2.63%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.16%	225.48K	18.06M	39.87K	+21.48%
Jun 30, 2025	ACKERMAN CAPITAL ADVISORS, LLC	0.16%	220.02K	17.63M	58.8K	+36.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	291.44K	23.21M	55.12K	+23.32%
Jun 30, 2025	BURNS J W & CO INC/NY	0.19%	263.34K	21.1M	47.61K	+22.07%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.18%	251.79K	20.17M	-23.47K	-8.53%
Jun 30, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.18%	249.88K	20.02M	16.26K	+6.96%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.15%	212.05K	16.99M	-8.65K	-3.92%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.15%	207.58K	16.63M	49	+0.02%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	1.61%	2.28M	182.45M	420.17K	+22.62%
Jun 30, 2025	PROFICIO CAPITAL PARTNERS LLC	1.25%	1.77M	2.23M	1.77M	+35,320.06%
Jun 30, 2025	COLONY GROUP, LLC	0.26%	371.8K	29.79M	-46.72K	-11.16%
Jun 30, 2025	FIRST HAWAIIAN BANK	0.26%	368.26K	29.5M	-16.23K	-4.22%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	320.65K	25.69M	33.56K	+11.69%
Jun 30, 2025	BANK OF HAWAII	0.2%	279.49K	22.39M	-83.03K	-22.90%
Jun 30, 2025	MARINER, LLC	0.52%	736.5K	59M	80.05K	+12.19%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.34%	478.95K	38.37M	30.93K	+6.90%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	457K	36.61M	44.81K	+10.87%
Mar 31, 2025	CAPITAL ADVANTAGE, INC.	0.29%	377.22K	25.61M	0	0
Mar 31, 2025	SEI INVESTMENTS CO	0.25%	320.32K	23.6M	964	+0.30%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	315.6K	23.37M	-33.39K	-9.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	236.32K	17.42M	50.77K	+27.36%
Mar 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.18%	233.62K	17.22M	10.02K	+4.48%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.18%	233.03K	17.17M	2.42K	+1.05%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.17%	220.7K	16.26M	-3.08K	-1.38%
Mar 31, 2025	BURNS J W & CO INC/NY	0.17%	215.73K	15.9M	51.35K	+31.23%
Mar 31, 2025	ARLINGTON TRUST CO LLC	0.24%	311.06K	22.92M	-28.99K	-8.53%
Mar 31, 2025	ROBLE, BELKO & COMPANY, INC	0.24%	309.78K	22.83M	-10.52K	-3.28%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.21%	275.26K	20.28M	38.21K	+16.12%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	254.59K	18.76M	29.08K	+12.90%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	250.11K	18.43M	14.33K	+6.08%
Mar 31, 2025	MORGAN STANLEY	3.65%	4.75M	350.38M	276.4K	+6.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.04%	3.96M	291.66M	340.3K	+9.41%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.98%	2.58M	190.05M	-10.23K	-0.40%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	1.42%	1.86M	136.87M	55.88K	+3.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.36%	1.77M	130.56M	-54.54K	-2.99%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	1.75M	128.66M	39.92K	+2.34%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.34%	1.74M	128.3M	408.82K	+30.69%
Mar 31, 2025	BANK OF HAWAII	0.28%	362.52K	26.71M	-114.6K	-24.02%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.47%	609.05K	44.88M	45.52K	+8.08%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.34%	448.02K	33.01M	-58.41K	-11.53%
Mar 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.33%	430K	31.69M	7.59K	+1.80%
Mar 31, 2025	COLONY GROUP, LLC	0.32%	418.52K	30.84M	186.08K	+80.06%
Mar 31, 2025	JPMORGAN CHASE & CO	0.32%	416.01K	30.66M	14.37K	+3.58%
Mar 31, 2025	LS INVESTMENT ADVISORS, LLC	0.16%	210.77K	15.53M	-16.79K	-7.38%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.16%	207.53K	15.29M	-2.37K	-1.13%
Mar 31, 2025	KWMG, LLC	0.16%	202.31K	14.91M	5.65K	+2.87%
Mar 31, 2025	SWAN CAPITAL LLC	0.18%	239.59K	17.66M	9.9K	+4.31%
Mar 31, 2025	LPL FINANCIAL LLC	1.13%	1.47M	108.54M	110.23K	+8.09%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	778.11K	57.34M	31.88K	+4.27%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	287.09K	21.16M	19.15K	+7.15%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.04%	1.35M	99.87M	-111.1K	-7.58%
Mar 31, 2025	AMERICAN INVESTMENT SERVICES, INC.	0.19%	246.86K	18.19M	-24.3K	-8.96%
Mar 31, 2025	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.19%	242.08K	17.84M	-1.52K	-0.62%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.91%	1.18M	87.99M	128.18K	+12.15%
Mar 31, 2025	UBS GROUP AG	0.88%	1.15M	84.79M	27.21K	+2.42%
Mar 31, 2025	ROYAL BANK OF CANADA	0.87%	1.13M	83.55M	110.73K	+10.82%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.71%	930.67K	68.86M	204.32K	+28.13%
Mar 31, 2025	SAGEWORTH TRUST CO	0.54%	708.29K	52.19M	20.87K	+3.04%
Mar 31, 2025	CWM, LLC	0.53%	687.72K	50.68M	-2.48K	-0.36%
Mar 31, 2025	CREATIVE PLANNING	0.51%	670.97K	49.44M	-7.08K	-1.04%
Mar 31, 2025	MARINER, LLC	0.5%	656.46K	48.38M	248.77K	+61.02%
Mar 31, 2025	JANE STREET GROUP, LLC	0.49%	636.99K	46.94M	-221.09K	-25.77%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	412.19K	30.37M	57.34K	+16.16%
Mar 31, 2025	BARRY INVESTMENT ADVISORS, LLC	0.3%	395.76K	29.16M	5.38K	+1.38%
Mar 31, 2025	ASSETMARK, INC	0.3%	391.54K	28.85M	125.71K	+47.29%
Mar 31, 2025	FIRST HAWAIIAN BANK	0.29%	384.49K	28.33M	-25.68K	-6.26%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.26%	337.97K	24.9M	32.37K	+10.59%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.21%	226K	15.55M	72.19K	+46.93%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.2%	223.83K	15.4M	-17.21K	-7.14%
Mar 31, 2024	LS INVESTMENT ADVISORS, LLC	0.2%	216.25K	14.88M	9.59K	+4.64%
Mar 31, 2024	QUAKER WEALTH MANAGEMENT, LLC	0.19%	208.15K	14.32M	-118.3K	-36.24%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.19%	207.15K	14.25M	17	+0.01%
Mar 31, 2024	MARINER, LLC	0.19%	206.38K	14.2M	42.81K	+26.17%
Mar 31, 2024	MAIN LINE RETIREMENT ADVISORS, LLC	0.18%	200.98K	13.82M	10.57K	+5.55%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.18%	192.83K	13.27M	3.34K	+1.76%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	2.23%	2.43M	167.47M	105.37K	+4.52%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.42%	1.56M	107.09M	-52.62K	-3.27%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.42%	1.68M	115.65M	2.19K	+0.13%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.32%	1.57M	108.03M	-13.78K	-0.87%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.2%	1.43M	98.33M	61.69K	+4.51%
Mar 31, 2024	JANE STREET GROUP, LLC	0.99%	1.18M	81.12M	-1.52M	-56.38%
Mar 31, 2024	ROYAL BANK OF CANADA	0.93%	1.1M	75.67M	69.55K	+6.75%
Mar 31, 2024	ACKERMAN CAPITAL ADVISORS, LLC	0.13%	154.24K	10.61M	111	+0.07%
Mar 31, 2024	CREATIVE PLANNING	0.56%	660.86K	45.47M	15.74K	+2.44%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.56%	661.47K	45.51M	151.35K	+29.67%
Mar 31, 2024	SAGEWORTH TRUST CO	0.6%	658.13K	45.28M	28.69K	+4.56%
Mar 31, 2024	STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS	0.59%	648.06K	44.59M	0	0
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.13%	154.26K	10.61M	15.69K	+11.32%
Mar 31, 2024	HUMAN INVESTING LLC	0.13%	155.08K	10.67M	-339	-0.22%
Mar 31, 2024	REGIMEN WEALTH, LLC	0.13%	155.4K	10.69M	2.41K	+1.57%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.77%	3.3M	226.73M	-6.28K	-0.19%
Mar 31, 2024	UBS GROUP AG	0.96%	1.14M	78.76M	-17.05K	-1.47%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	245.46K	16.89M	-3.81K	-1.53%
Mar 31, 2024	KWMG, LLC	0.15%	183.71K	12.64M	1.43K	+0.78%
Mar 31, 2024	AAF WEALTH MANAGEMENT, LLC	0.14%	166.75K	11.47M	11.51K	+7.41%
Mar 31, 2024	RTD FINANCIAL ADVISORS, INC.	0.14%	163.63K	11.26M	-1.68K	-1.01%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.14%	162.47K	11.18M	-101.59K	-38.47%
Mar 31, 2024	UNISON ADVISORS LLC	0.14%	161.24K	11.09M	-24.5K	-13.19%
Mar 31, 2024	CWM, LLC	0.69%	750.87K	51.66M	-7.13K	-0.94%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.66%	789.06K	54.29M	642.29K	+437.60%
Mar 31, 2024	CONFLUENCE WEALTH SERVICES, INC.	0.72%	784.85K	54M	100.19K	+14.63%
Mar 31, 2024	LPL FINANCIAL LLC	0.89%	1.06M	73.07M	-189.95K	-15.17%
Mar 31, 2024	BANK OF HAWAII	0.52%	573.17K	39.43M	2.69K	+0.47%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.41%	451.51K	31.06M	261.66K	+137.83%
Mar 31, 2024	FIRST HAWAIIAN BANK	0.4%	433.74K	29.84M	-3.14K	-0.72%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.38%	414.53K	28.52M	29.91K	+7.78%
Mar 31, 2024	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.35%	387.14K	26.64M	5.72K	+1.50%
Mar 31, 2024	BARRY INVESTMENT ADVISORS, LLC	0.34%	371.83K	25.58M	13.33K	+3.72%
Mar 31, 2024	PROCYON ADVISORS, LLC	0.32%	346.19K	23.82M	-24.97K	-6.73%
Mar 31, 2024	ARLINGTON TRUST CO LLC	0.31%	343.05K	23.6M	12.43K	+3.76%
Mar 31, 2024	MORGAN STANLEY	3.34%	3.96M	272.55M	27.56K	+0.70%
Mar 31, 2024	CITADEL ADVISORS LLC	0.31%	371.78K	25.58M	368.66K	+11,804.61%
Mar 31, 2024	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.31%	335.5K	23.08M	2.14K	+0.64%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	332.12K	22.85M	332.12K	+100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.3%	328.6K	22.59M	251.72K	+327.45%
Mar 31, 2024	JPMORGAN CHASE & CO	0.3%	355.43K	24.45M	-6K	-1.66%
Mar 31, 2024	CAPITAL ADVANTAGE, INC.	0.3%	324.38K	22.91M	28.39K	+9.59%
Mar 31, 2024	ROBLE, BELKO & COMPANY, INC	0.26%	281.96K	19.4M	72.1K	+34.36%
Mar 31, 2024	AMERICAN INVESTMENT SERVICES, INC.	0.25%	273.63K	18.83M	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.25%	272.68K	18.76M	43.31K	+18.88%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.23%	270.05K	18.57M	-16.43K	-5.73%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	261.25K	17.97M	5.9K	+2.31%
Mar 31, 2024	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.22%	237.66K	16.35M	3.1K	+1.32%
Mar 31, 2024	SEI INVESTMENTS CO	0.22%	255.47K	17.58M	76.41K	+42.68%
Mar 31, 2024	SWAN CAPITAL LLC	0.21%	232.18K	15.97M	17.22K	+8.01%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.21%	231.16K	15.9M	7.16K	+3.20%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.17%	189.85K	12.62M	180.69K	+1,973.26%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.19%	208.56K	13.87M	1.47K	+0.71%
Dec 31, 2023	ROBLE, BELKO & COMPANY, INC	0.19%	209.86K	13.95M	6.86K	+3.38%
Dec 31, 2023	SWAN CAPITAL LLC	0.19%	214.97K	14.29M	37.14K	+20.89%
Dec 31, 2023	HAMILTON WEALTH, LLC	0.2%	219.95K	14.62M	-17.97K	-7.55%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.2%	224K	14.89M	6.02K	+2.76%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.21%	229.37K	15.25M	14.82K	+6.91%
Dec 31, 2023	STRATEGIC POINT INVESTMENT ADVISORS, LLC	0.21%	234.55K	15.6M	263	+0.11%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.21%	238.97K	15.89M	-46.92K	-16.41%
Dec 31, 2023	CONNECTUS WEALTH, LLC	0.22%	241.03K	16.03M	-34.42K	-12.50%
Dec 31, 2023	STEWARDSHIP ADVISORS, LLC	0.22%	241.64K	16.07M	2.02K	+0.84%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	249.26K	16.57M	-3.85K	-1.52%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	255.35K	16.98M	-11.17K	-4.19%
Dec 31, 2023	AMERICAN INVESTMENT SERVICES, INC.	0.25%	273.63K	18.19M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.26%	286.48K	19.05M	-6.33K	-2.16%
Dec 31, 2023	CAPITAL ADVANTAGE, INC.	0.27%	295.99K	19.68M	14.68K	+5.22%
Dec 31, 2023	QUAKER WEALTH MANAGEMENT, LLC	0.29%	326.45K	21.71M	-206	-0.06%
Dec 31, 2023		0.17%	190.41K	12.66M	190.41K	+100.00%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.3%	333.36K	22.17M	-5.36K	-1.58%
Dec 31, 2023	BARRY INVESTMENT ADVISORS, LLC	0.32%	358.5K	23.84M	23.93K	+7.15%
Dec 31, 2023	JPMORGAN CHASE & CO	0.32%	361.44K	24.03M	97.6K	+36.99%
Dec 31, 2023	SOUTHERN FARM BUREAU LIFE INSURANCE	0.32%	361.56K	24M	0	0
Dec 31, 2023	PROCYON ADVISORS, LLC	0.33%	371.17K	24.68M	-91.63K	-19.80%
Dec 31, 2023	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.34%	381.42K	25.36M	-6.15K	-1.59%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.34%	384.62K	25.57M	35.75K	+10.25%
Dec 31, 2023	FIRST HAWAIIAN BANK	0.39%	436.88K	29.05M	-11.05K	-2.47%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.46%	510.12K	33.92M	140.48K	+38.01%
Dec 31, 2023	SAGEWORTH TRUST CO	0.56%	629.44K	41.85M	69.23K	+12.36%
Dec 31, 2023	MORGAN STANLEY	3.52%	3.93M	261.57M	-447.24K	-10.21%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.42%	1.58M	105.32M	5.15K	+0.33%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.22%	1.37M	91.08M	263.7K	+23.90%
Dec 31, 2023	LPL FINANCIAL LLC	1.12%	1.25M	83.24M	189.13K	+17.79%
Dec 31, 2023	MCIA INC	1.06%	1.18M	78.59M	43.48K	+3.83%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT ADVISORY, INC.	1.44%	1.61M	106.99M	-83.1K	-4.91%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.5%	1.68M	111.62M	-38.29K	-2.23%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	2.09%	2.33M	154.84M	120.63K	+5.46%
Dec 31, 2023	UBS GROUP AG	1.04%	1.16M	77.25M	-106.09K	-8.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.92%	1.03M	68.51M	63.94K	+6.62%
Dec 31, 2023	CWM, LLC	0.68%	758K	50.4M	-63.93K	-7.78%
Dec 31, 2023	CONFLUENCE WEALTH SERVICES, INC.	0.61%	684.66K	45.52M	300.87K	+78.39%
Dec 31, 2023	STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS	0.58%	648.06K	43.09M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.58%	645.11K	42.89M	-9.69K	-1.48%
Dec 31, 2023	JANE STREET GROUP, LLC	2.42%	2.7M	179.73M	1.15M	+74.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.96%	3.3M	219.54M	274.4K	+9.06%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	187.43K	12.46M	35.09K	+23.03%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.17%	189.49K	12.6M	-8.64K	-4.36%
Dec 31, 2023	LS INVESTMENT ADVISORS, LLC	0.19%	206.66K	13.74M	20.73K	+11.15%

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