CUSIP 464287838
ISHARES TR
213 institutions · $349.8M total · 2,421,188 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 467,440 | $72.0M | 19.30% | 2025-12-31 |
| 2 | PGIM Custom Harvest LLC | 303,517 | $46.7M | 12.53% | 2025-12-31 |
| 3 | MORGAN STANLEY | 250,389 | $38.6M | 10.34% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 117,333 | $18.1M | 4.84% | 2025-12-31 |
| 5 | LPL Financial LLC | 101,607 | $15.6M | 4.19% | 2025-12-31 |
| 6 | COMMERCE BANK | 89,673 | $13.8M | 3.70% | 2025-12-31 |
| 7 | UBS Group AG | 79,669 | $12.3M | 3.29% | 2025-12-31 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 155,343 | $10.5M | 6.41% | 2025-12-31 |
| 9 | CITIGROUP INC | 53,831 | $8.3M | 2.22% | 2025-12-31 |
| 10 | WELLS FARGO & COMPANY/MN | 44,264 | $6.8M | 1.82% | 2025-12-31 |
| 11 | GOLDMAN SACHS GROUP INC | 36,510 | $5.6M | 1.50% | 2025-12-31 |
| 12 | Three Seasons Wealth, LLC | 33,290 | $5.1M | 1.37% | 2025-12-31 |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 29,063 | $4.5M | 1.20% | 2025-12-31 |
| 14 | Royal Bank of Canada | 28,458 | $4.4M | 1.17% | 2025-12-31 |
| 15 | BANK OF NOVA SCOTIA | 25,400 | $3.9M | 1.04% | 2025-12-31 |
| 16 | MML INVESTORS SERVICES, LLC | 20,964 | $3.2M | 0.86% | 2025-12-31 |
| 17 | OSAIC HOLDINGS, INC. | 19,948 | $3.1M | 0.82% | 2025-12-31 |
| 18 | Financial Planning Fort Collins, LLC | 18,847 | $2.9M | 0.77% | 2025-12-31 |
| 19 | AE Wealth Management LLC | 17,300 | $2.7M | 0.71% | 2025-12-31 |
| 20 | RAYMOND JAMES FINANCIAL INC | 17,050 | $2.6M | 0.70% | 2025-12-31 |
| 21 | Cetera Investment Advisers | 16,179 | $2.5M | 0.66% | 2025-12-31 |
| 22 | CITADEL ADVISORS LLC | 15,367 | $2.3M | 0.63% | 2025-09-30 |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,690 | $2.3M | 0.60% | 2025-12-31 |
| 24 | Focus Partners Wealth | 13,714 | $2.1M | 0.56% | 2025-12-31 |
| 25 | Private Advisor Group, LLC | 13,068 | $2.0M | 0.53% | 2025-12-31 |
| 26 | Sanctuary Advisors, LLC | 12,880 | $2.0M | 0.53% | 2025-12-31 |
| 27 | Pathway Financial Advisors LLC | 11,377 | $1.9M | 0.46% | 2025-12-31 |
| 28 | Miracle Mile Advisors, LLC | 11,789 | $1.8M | 0.48% | 2025-12-31 |
| 29 | Rockefeller Capital Management L.P. | 11,606 | $1.8M | 0.47% | 2025-12-31 |
| 30 | Gladstone Institutional Advisory LLC | 9,364 | $1.4M | 0.38% | 2025-12-31 |
| 31 | First Citizens Financial Corp | 8,968 | $1.4M | 0.37% | 2025-12-31 |
| 32 | Corient Private Wealth LLC | 24,088 | $1.4M | 0.99% | 2025-12-31 |
| 33 | Navis Wealth Advisors, LLC | 8,094 | $1.2M | 0.33% | 2025-12-31 |
| 34 | BANK OF MONTREAL /CAN/ | 8,020 | $1.2M | 0.33% | 2025-12-31 |
| 35 | Mutual Advisors, LLC | 8,001 | $1.2M | 0.33% | 2025-12-31 |
| 36 | Steward Partners Investment Advisory, LLC | 7,082 | $1.1M | 0.29% | 2025-12-31 |
| 37 | &PARTNERS | 7,052 | $1.1M | 0.29% | 2025-12-31 |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 6,793 | $1.0M | 0.28% | 2025-12-31 |
| 39 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 6,196 | $953.9K | 0.25% | 2025-12-31 |
| 40 | Beacon Pointe Advisors, LLC | 6,156 | $947.8K | 0.25% | 2025-12-31 |
| 41 | ROBERTS GLORE & CO INC /IL/ | 5,894 | $907.4K | 0.24% | 2025-12-31 |
| 42 | Astoria Portfolio Advisors LLC. | 4,642 | $859.9K | 0.19% | 2025-12-31 |
| 43 | Point72 Asset Management, L.P. | 5,429 | $835.8K | 0.22% | 2025-12-31 |
| 44 | Orion Porfolio Solutions, LLC | 5,048 | $777.2K | 0.20% | 2025-12-31 |
| 45 | Mesirow Financial Investment Management, Inc. | 4,987 | $767.8K | 0.20% | 2025-12-31 |
| 46 | AMERIPRISE FINANCIAL INC | 4,841 | $748.0K | 0.19% | 2025-12-31 |
| 47 | PNC Financial Services Group, Inc. | 4,835 | $744.4K | 0.19% | 2025-12-31 |
| 48 | FRANKLIN RESOURCES INC | 4,770 | $734.4K | 0.19% | 2025-12-31 |
| 49 | Sovran Advisors, LLC | 4,248 | $723.5K | 0.17% | 2025-12-31 |
| 50 | Belvedere Trading LLC | 4,500 | $692.8K | 0.18% | 2025-12-31 |
| 51 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,000 | $652.3K | 0.16% | 2025-12-31 |
| 52 | Kestra Advisory Services, LLC | 4,086 | $629.1K | 0.16% | 2025-12-31 |
| 53 | Simmons Bank | 3,995 | $615.1K | 0.16% | 2025-12-31 |
| 54 | Counterweight Ventures, LLC | 3,845 | $592.0K | 0.15% | 2025-12-31 |
| 55 | FMR LLC | 3,735 | $575.1K | 0.15% | 2025-12-31 |
| 56 | JONES FINANCIAL COMPANIES LLLP | 3,694 | $568.7K | 0.15% | 2025-12-31 |
| 57 | COTTONWOOD CAPITAL ADVISORS, LLC | 3,680 | $566.6K | 0.15% | 2025-12-31 |
| 58 | Forvis Mazars Wealth Advisors, LLC | 3,648 | $561.6K | 0.15% | 2025-12-31 |
| 59 | Essex LLC | 3,540 | $545.0K | 0.14% | 2025-12-31 |
| 60 | Dakota Wealth Management | 3,500 | $538.9K | 0.14% | 2025-12-31 |
| 61 | Empirical Asset Management, LLC | 3,469 | $534.1K | 0.14% | 2025-12-31 |
| 62 | STIFEL FINANCIAL CORP | 3,432 | $528.3K | 0.14% | 2025-12-31 |
| 63 | Smartleaf Asset Management LLC | 3,290 | $511.7K | 0.13% | 2025-12-31 |
| 64 | Geneos Wealth Management Inc. | 3,276 | $504.4K | 0.13% | 2025-12-31 |
| 65 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,068 | $472.3K | 0.12% | 2025-12-31 |
| 66 | Pathstone Holdings, LLC | 3,015 | $464.2K | 0.12% | 2025-12-31 |
| 67 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2,965 | $456.5K | 0.12% | 2025-12-31 |
| 68 | First Heartland Consultants, Inc. | 2,870 | $441.9K | 0.11% | 2025-12-31 |
| 69 | Wealth Management Partners, LLC | 2,868 | $441.6K | 0.11% | 2025-12-31 |
| 70 | Mariner, LLC | 2,861 | $440.6K | 0.11% | 2025-12-31 |
| 71 | Coastal Bridge Advisors, LLC | 2,769 | $426.3K | 0.11% | 2025-12-31 |
| 72 | CAPTRUST FINANCIAL ADVISORS | 2,730 | $420.4K | 0.11% | 2025-12-31 |
| 73 | NewEdge Advisors, LLC | 2,636 | $405.9K | 0.10% | 2025-12-31 |
| 74 | HFG Advisors, Inc. | 2,576 | $396.6K | 0.10% | 2025-12-31 |
| 75 | Spire Wealth Management | 2,570 | $395.7K | 0.10% | 2025-12-31 |
| 76 | COMERICA BANK | 2,570 | $395.7K | 0.10% | 2025-12-31 |
| 77 | Fifth Third Securities, Inc. | 2,567 | $395.2K | 0.10% | 2025-12-31 |
| 78 | Wealthspire Advisors, LLC | 2,566 | $395.1K | 0.10% | 2025-12-31 |
| 79 | Mattern Wealth Management LLC | 2,445 | $376.4K | 0.10% | 2025-12-31 |
| 80 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,383 | $366.9K | 0.09% | 2025-12-31 |
| 81 | Conservest Capital Advisors, Inc. | 2,310 | $355.6K | 0.09% | 2025-12-31 |
| 82 | Vivaldi Capital Management LP | 2,269 | $349.3K | 0.09% | 2025-12-31 |
| 83 | Lakeshore Capital Group, Inc. | 2,257 | $347.5K | 0.09% | 2025-12-31 |
| 84 | Sachetta, LLC | 2,257 | $347.4K | 0.09% | 2025-12-31 |
| 85 | MERCER GLOBAL ADVISORS INC /ADV | 2,232 | $343.6K | 0.09% | 2025-12-31 |
| 86 | Legacy Advisors, LLC | 2,183 | $336.1K | 0.09% | 2025-12-31 |
| 87 | Stonebridge Financial Planning Group, LLC | 2,104 | $324.0K | 0.08% | 2025-12-31 |
| 88 | Clear Creek Financial Management, LLC | 2,103 | $323.8K | 0.08% | 2025-12-31 |
| 89 | StoneX Group Inc. | 2,088 | $321.5K | 0.08% | 2025-12-31 |
| 90 | Quantinno Capital Management LP | 2,087 | $321.4K | 0.08% | 2025-12-31 |
| 91 | OLD MISSION CAPITAL LLC | 2,087 | $321.3K | 0.08% | 2025-12-31 |
| 92 | NorthRock Partners, LLC | 2,067 | $318.4K | 0.08% | 2025-12-31 |
| 93 | CreativeOne Wealth, LLC | 2,053 | $316.0K | 0.08% | 2025-12-31 |
| 94 | Ethos Financial Group, LLC | 2,042 | $314.4K | 0.08% | 2025-12-31 |
| 95 | Magnus Financial Group LLC | 2,035 | $313.4K | 0.08% | 2025-12-31 |
| 96 | Virtue Capital Management, LLC | 1,972 | $308.9K | 0.08% | 2025-12-31 |
| 97 | MAI Capital Management | 2,001 | $308.1K | 0.08% | 2025-12-31 |
| 98 | Retirement Planning Group, LLC | 1,910 | $294.1K | 0.07% | 2025-12-31 |
| 99 | Farther Finance Advisors, LLC | 1,821 | $280.4K | 0.07% | 2025-12-31 |
| 100 | WHITTIER TRUST CO OF NEVADA INC | 1,663 | $271.2K | 0.06% | 2025-12-31 |
| 101 | Snowden Capital Advisors LLC | 1,743 | $268.4K | 0.07% | 2025-12-31 |
| 102 | Belpointe Asset Management LLC | 1,737 | $267.5K | 0.07% | 2025-12-31 |
| 103 | EP Wealth Advisors, LLC | 1,713 | $263.7K | 0.07% | 2025-12-31 |
| 104 | Sequoia Financial Advisors, LLC | 1,669 | $257.0K | 0.06% | 2025-12-31 |
| 105 | GTS SECURITIES LLC | 1,721 | $255.1K | 0.07% | 2025-09-30 |
| 106 | SOUTHERN CAPITAL ADVISORS, LLC | 1,650 | $254.0K | 0.06% | 2025-12-31 |
| 107 | JPMORGAN CHASE & CO | 1,568 | $241.5K | 0.06% | 2025-12-31 |
| 108 | ADELL HARRIMAN & CARPENTER INC | 1,587 | $235.2K | 0.06% | 2025-09-30 |
| 109 | Gilman Hill Asset Management, LLC | 1,500 | $230.9K | 0.06% | 2025-12-31 |
| 110 | Titan Wealth (CI) Ltd | 1,500 | $230.8K | 0.06% | 2025-12-31 |
| 111 | Pinnacle Financial Partners, Inc. | 1,458 | $224.8K | 0.06% | 2025-12-31 |
| 112 | Trueblood Wealth Management, LLC | 1,448 | $222.9K | 0.05% | 2025-12-31 |
| 113 | Focus Financial Network, Inc. | 1,438 | $221.4K | 0.05% | 2025-12-31 |
| 114 | Baird Financial Group, Inc. | 1,434 | $220.8K | 0.05% | 2025-12-31 |
| 115 | SYNOVUS FINANCIAL CORP | 1,457 | $216.1K | 0.06% | 2025-09-30 |
| 116 | Ifrah Financial Services, Inc. | 1,394 | $214.6K | 0.05% | 2025-12-31 |
| 117 | HighTower Advisors, LLC | 1,386 | $213.4K | 0.05% | 2025-12-31 |
| 118 | Cardinal Point Capital Management ULC | 1,365 | $209.6K | 0.05% | 2025-12-31 |
| 119 | Busey Bank | 1,330 | $204.8K | 0.05% | 2025-12-31 |
| 120 | BRIGHTON JONES LLC | 1,374 | $203.6K | 0.05% | 2025-09-30 |
| 121 | PINKERTON WEALTH, LLC | 1,312 | $202.0K | 0.05% | 2025-12-31 |
| 122 | Independence Bank of Kentucky | 1,230 | $189.4K | 0.05% | 2025-12-31 |
| 123 | HUNTINGTON NATIONAL BANK | 1,229 | $189.2K | 0.05% | 2025-12-31 |
| 124 | US BANCORP \DE\ | 1,199 | $184.6K | 0.04% | 2025-12-31 |
| 125 | Arkadios Wealth Advisors | 1,182 | $181.9K | 0.04% | 2025-12-31 |
| 126 | AlphaCore Capital LLC | 1,171 | $180.3K | 0.04% | 2025-12-31 |
| 127 | PICTON MAHONEY ASSET MANAGEMENT | 1,100 | $169.3K | 0.04% | 2025-12-31 |
| 128 | Glass Jacobson Investment Advisors llc | 1,014 | $156.1K | 0.04% | 2025-12-31 |
| 129 | MONTAG A & ASSOCIATES INC | 1,000 | $154.0K | 0.04% | 2025-12-31 |
| 130 | Godfrey Financial Associates, Inc. | 947 | $145.7K | 0.03% | 2025-12-31 |
| 131 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 794 | $122.2K | 0.03% | 2025-12-31 |
| 132 | Allworth Financial LP | 717 | $110.4K | 0.02% | 2025-12-31 |
| 133 | IFP Advisors, Inc | 695 | $107.0K | 0.02% | 2025-12-31 |
| 134 | BlackRock, Inc. | 620 | $95.5K | 0.02% | 2025-12-31 |
| 135 | AMERICAN NATIONAL BANK & TRUST | 617 | $95.0K | 0.02% | 2025-12-31 |
| 136 | GPS Wealth Strategies Group, LLC | 625 | $92.6K | 0.02% | 2025-09-30 |
| 137 | Lodestone Wealth Management LLC | 556 | $85.6K | 0.02% | 2025-12-31 |
| 138 | BLAIR WILLIAM & CO/IL | 528 | $81.3K | 0.02% | 2025-12-31 |
| 139 | Piscataqua Savings Bank | 520 | $80.1K | 0.02% | 2025-12-31 |
| 140 | Atlantic Edge Private Wealth Management, LLC | 490 | $75.4K | 0.02% | 2025-12-31 |
| 141 | Truvestments Capital LLC | 475 | $73.1K | 0.01% | 2025-12-31 |
| 142 | Qube Research & Technologies Ltd | 473 | $72.8K | 0.01% | 2025-12-31 |
| 143 | Cranbrook Wealth Management, LLC | 462 | $71.1K | 0.01% | 2025-12-31 |
| 144 | Providence Capital Advisors, LLC | 376 | $57.9K | 0.01% | 2025-12-31 |
| 145 | United Financial Planning Group LLC | 276 | $57.0K | 0.01% | 2025-09-30 |
| 146 | Colonial Trust Co / SC | 350 | $53.9K | 0.01% | 2025-12-31 |
| 147 | Parkside Financial Bank & Trust | 350 | $53.9K | 0.01% | 2025-12-31 |
| 148 | Field & Main Bank | 315 | $48.5K | 0.01% | 2025-12-31 |
| 149 | Strive Financial Group ,LLC | 254 | $39.1K | 0.01% | 2025-12-31 |
| 150 | Founders Capital Management | 250 | $38.5K | 0.01% | 2025-12-31 |
| 151 | New Republic Capital, LLC | 250 | $38.5K | 0.01% | 2025-12-31 |
| 152 | Capital Investment Advisory Services, LLC | 242 | $37.3K | 0.00% | 2025-12-31 |
| 153 | Legacy Wealth Managment, LLC/ID | 232 | $35.7K | 0.00% | 2025-12-31 |
| 154 | Rosenberg Matthew Hamilton | 230 | $35.4K | 0.00% | 2025-12-31 |
| 155 | Parallel Advisors, LLC | 230 | $35.4K | 0.00% | 2025-12-31 |
| 156 | CoreCap Advisors, LLC | 216 | $33.3K | 0.00% | 2025-12-31 |
| 157 | BankPlus Trust Department | 214 | $32.9K | 0.00% | 2025-12-31 |
| 158 | Strategic Wealth Partners, Ltd. | 200 | $29.6K | 0.00% | 2025-09-30 |
| 159 | FARMERS & MERCHANTS INVESTMENTS INC | 185 | $28.5K | 0.00% | 2025-12-31 |
| 160 | CALDWELL SUTTER CAPITAL, INC. | 180 | $27.7K | 0.00% | 2025-12-31 |
| 161 | NBC SECURITIES, INC. | 177 | $27.3K | 0.00% | 2025-12-31 |
| 162 | Abound Wealth Management | 176 | $27.0K | 0.00% | 2025-12-31 |
| 163 | Wilmington Savings Fund Society, FSB | 172 | $26.5K | 0.00% | 2025-12-31 |
| 164 | Westside Investment Management, Inc. | 160 | $24.6K | 0.00% | 2025-12-31 |
| 165 | MYCIO WEALTH PARTNERS, LLC | 160 | $24.6K | 0.00% | 2025-12-31 |
| 166 | Laurel Wealth Advisors LLC | 140 | $21.6K | 0.00% | 2025-12-31 |
| 167 | Triumph Capital Management | 134 | $20.6K | 0.00% | 2025-12-31 |
| 168 | Advisory Services Network, LLC | 137 | $20.3K | 0.00% | 2025-09-30 |
| 169 | 1620 INVESTMENT ADVISORS, INC. | 130 | $20.0K | 0.00% | 2025-12-31 |
| 170 | CENTRAL TRUST Co | 123 | $18.9K | 0.00% | 2025-12-31 |
| 171 | ARMSTRONG ADVISORY GROUP, INC | 120 | $18.5K | 0.00% | 2025-12-31 |
| 172 | HARBOUR INVESTMENTS, INC. | 118 | $18.2K | 0.00% | 2025-12-31 |
| 173 | SALEM INVESTMENT COUNSELORS INC | 115 | $17.0K | 0.00% | 2025-09-30 |
| 174 | CIBC Private Wealth Group LLC | 110 | $16.9K | 0.00% | 2025-12-31 |
| 175 | Front Row Advisors LLC | 110 | $16.9K | 0.00% | 2025-12-31 |
| 176 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 110 | $16.9K | 0.00% | 2025-12-31 |
| 177 | Anchor Investment Management, LLC | 105 | $16.2K | 0.00% | 2025-12-31 |
| 178 | HARBOR INVESTMENT ADVISORY, LLC | 100 | $15.4K | 0.00% | 2025-12-31 |
| 179 | Davis Capital Management | 88 | $13.5K | 0.00% | 2025-12-31 |
| 180 | MTM Investment Management, LLC | 85 | $13.1K | 0.00% | 2025-12-31 |
| 181 | Aptus Capital Advisors, LLC | 75 | $11.5K | 0.00% | 2025-12-31 |
| 182 | Golden State Wealth Management, LLC | 72 | $11.1K | 0.00% | 2025-12-31 |
| 183 | PRIVATE TRUST CO NA | 70 | $10.8K | 0.00% | 2025-12-31 |
| 184 | Clark Wealth Partners | 63 | $9.7K | 0.00% | 2025-12-31 |
| 185 | CORE WEALTH ADVISORS, LLC | 63 | $9.7K | 0.00% | 2025-12-31 |
| 186 | Sound Income Strategies, LLC | 55 | $9.3K | 0.00% | 2025-12-31 |
| 187 | Federation des caisses Desjardins du Quebec | 55 | $8.4K | 0.00% | 2025-12-31 |
| 188 | AdvisorNet Financial, Inc | 45 | $6.9K | 0.00% | 2025-12-31 |
| 189 | Ameritas Advisory Services, LLC | 45 | $6.7K | 0.00% | 2025-09-30 |
| 190 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38 | $5.9K | 0.00% | 2025-12-31 |
| 191 | SouthState Corp | 30 | $4.6K | 0.00% | 2025-12-31 |
| 192 | Ameritas Investment Partners, Inc. | 30 | $4.6K | 0.00% | 2025-12-31 |
| 193 | Russell Investments Group, Ltd. | 27 | $4.2K | 0.00% | 2025-12-31 |
| 194 | Sunbelt Securities, Inc. | 23 | $3.4K | 0.00% | 2025-09-30 |
| 195 | Tower Research Capital LLC (TRC) | 8 | $1.2K | 0.00% | 2025-12-31 |
| 196 | HighMark Wealth Management LLC | 6 | $958 | 0.00% | 2025-12-31 |
| 197 | Cambridge Investment Research Advisors, Inc. | 4,251 | $654 | 0.17% | 2025-12-31 |
| 198 | PARK AVENUE SECURITIES LLC | 3,710 | $571 | 0.15% | 2025-12-31 |
| 199 | PROATHLETE WEALTH MANAGEMENT LLC | 3 | $467 | 0.00% | 2025-12-31 |
| 200 | Commonwealth Retirement Investments LLC | 3 | $462 | 0.00% | 2025-12-31 |
| 201 | GSA CAPITAL PARTNERS LLP | 2,920 | $450 | 0.12% | 2025-12-31 |
| 202 | Register Financial Advisors LLC | 2 | $296 | 0.00% | 2025-09-30 |
| 203 | Daiwa Securities Group Inc. | 1,750 | $269 | 0.07% | 2025-12-31 |
| 204 | CWM, LLC | 1,512 | $233 | 0.06% | 2025-12-31 |
| 205 | TCFG WEALTH MANAGEMENT, LLC | 33,071 | $224 | 1.36% | 2025-09-30 |
| 206 | TD Waterhouse Canada Inc. | 1 | $154 | 0.00% | 2025-12-31 |
| 207 | REAP Financial Group, LLC | 1 | $154 | 0.00% | 2025-12-31 |
| 208 | Arax Advisory Partners | 1 | $154 | 0.00% | 2025-12-31 |
| 209 | Harel Insurance Investments & Financial Services Ltd. | 598 | $92 | 0.02% | 2025-12-31 |
| 210 | PIN OAK INVESTMENT ADVISORS INC | 250 | $44 | 0.01% | 2025-12-31 |
| 211 | Smithfield Trust Co | 200 | $31 | 0.00% | 2025-12-31 |
| 212 | CX Institutional | 71 | $11 | 0.00% | 2025-12-31 |
| 213 | TSFG, LLC | 27 | $4 | 0.00% | 2025-12-31 |