CUSIP 74933W601
RBB FD INC
213 institutions · $581.7M total · 8,512,317 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,252,614 | $89.9M | 14.71% | 2025-12-31 |
| 2 | MORGAN STANLEY | 1,083,100 | $77.7M | 12.72% | 2025-12-31 |
| 3 | Amplius Wealth Advisors, LLC | 914,215 | $65.6M | 10.73% | 2025-12-31 |
| 4 | RAYMOND JAMES FINANCIAL INC | 493,949 | $35.5M | 5.80% | 2025-12-31 |
| 5 | Portfolio Strategies, Inc. | 421,371 | $30.2M | 4.95% | 2025-12-31 |
| 6 | WELLS FARGO & COMPANY/MN | 404,097 | $29.0M | 4.74% | 2025-12-31 |
| 7 | Private Advisor Group, LLC | 384,064 | $27.6M | 4.51% | 2025-12-31 |
| 8 | Royal Bank of Canada | 347,374 | $24.9M | 4.08% | 2025-12-31 |
| 9 | OSAIC HOLDINGS, INC. | 174,536 | $12.5M | 2.05% | 2025-12-31 |
| 10 | GM Advisory Group, LLC | 128,485 | $9.2M | 1.50% | 2025-12-31 |
| 11 | Goodman Advisory Group, LLC | 128,355 | $9.2M | 1.50% | 2025-12-31 |
| 12 | TWO SIGMA INVESTMENTS, LP | 111,800 | $8.0M | 1.31% | 2025-12-31 |
| 13 | &PARTNERS | 93,491 | $6.7M | 1.09% | 2025-12-31 |
| 14 | Capital Advisory Group Advisory Services, LLC | 92,150 | $6.6M | 1.08% | 2025-12-31 |
| 15 | Cetera Investment Advisers | 81,830 | $5.9M | 0.96% | 2025-12-31 |
| 16 | IHT Wealth Management, LLC | 79,017 | $5.7M | 0.92% | 2025-12-31 |
| 17 | Walker Asset Management, LLC | 78,131 | $5.6M | 0.91% | 2025-12-31 |
| 18 | Wealthfront Advisers LLC | 72,469 | $5.2M | 0.85% | 2025-12-31 |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 71,732 | $5.1M | 0.84% | 2025-12-31 |
| 20 | Wealthcare Advisory Partners LLC | 69,286 | $5.0M | 0.81% | 2025-12-31 |
| 21 | Visionary Wealth Advisors | 66,957 | $4.8M | 0.78% | 2025-12-31 |
| 22 | WCG Wealth Advisors LLC | 61,112 | $4.4M | 0.71% | 2025-12-31 |
| 23 | Larson Financial Group LLC | 61,077 | $4.4M | 0.71% | 2025-12-31 |
| 24 | Redwood Financial Network Corp | 59,463 | $4.3M | 0.69% | 2025-12-31 |
| 25 | Western Wealth Management, LLC | 58,041 | $4.2M | 0.68% | 2025-12-31 |
| 26 | Atria Wealth Solutions, Inc. | 58,320 | $3.8M | 0.68% | 2025-06-30 |
| 27 | GOLDMAN SACHS GROUP INC | 50,688 | $3.6M | 0.59% | 2025-12-31 |
| 28 | STIFEL FINANCIAL CORP | 50,549 | $3.6M | 0.59% | 2025-12-31 |
| 29 | Synergy Financial Group, LTD | 50,151 | $3.6M | 0.58% | 2025-12-31 |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 40,261 | $2.9M | 0.47% | 2025-12-31 |
| 31 | Elevation Capital Advisory, LLC | 38,221 | $2.7M | 0.44% | 2025-12-31 |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32,966 | $2.4M | 0.38% | 2025-12-31 |
| 33 | NORTHBRIDGE FINANCIAL GROUP, LLC | 31,503 | $2.3M | 0.37% | 2025-12-31 |
| 34 | Prospera Financial Services Inc | 31,249 | $2.2M | 0.36% | 2025-12-31 |
| 35 | Mutual Advisors, LLC | 30,572 | $2.2M | 0.35% | 2025-12-31 |
| 36 | CALTON & ASSOCIATES, INC. | 29,149 | $2.1M | 0.34% | 2025-12-31 |
| 37 | Avidian Wealth Enterprises, LLC | 28,381 | $2.0M | 0.33% | 2025-12-31 |
| 38 | Dale Q Rice Investment Management Ltd | 24,026 | $1.7M | 0.28% | 2025-12-31 |
| 39 | Equitable Holdings, Inc. | 22,437 | $1.6M | 0.26% | 2025-12-31 |
| 40 | Creative Planning | 21,624 | $1.6M | 0.25% | 2025-12-31 |
| 41 | Strategic Advocates LLC | 21,192 | $1.5M | 0.24% | 2025-12-31 |
| 42 | PLANWISER FINANCIAL, LLC | 21,490 | $1.5M | 0.25% | 2025-12-31 |
| 43 | FMR LLC | 20,648 | $1.5M | 0.24% | 2025-12-31 |
| 44 | AE Wealth Management LLC | 20,548 | $1.5M | 0.24% | 2025-12-31 |
| 45 | MML INVESTORS SERVICES, LLC | 20,112 | $1.4M | 0.23% | 2025-12-31 |
| 46 | STEEL GROVE CAPITAL ADVISORS, LLC | 19,107 | $1.4M | 0.22% | 2025-12-31 |
| 47 | Koshinski Asset Management, Inc. | 2,324 | $1.3M | 0.02% | 2025-12-31 |
| 48 | Sound View Wealth Advisors Group, LLC | 18,479 | $1.3M | 0.21% | 2025-12-31 |
| 49 | SILVER OAK SECURITIES, INCORPORATED | 15,821 | $1.1M | 0.18% | 2025-12-31 |
| 50 | First Heartland Consultants, Inc. | 15,876 | $1.1M | 0.18% | 2025-12-31 |
| 51 | Intrepid Financial Planning Group LLC | 14,941 | $1.1M | 0.17% | 2025-12-31 |
| 52 | DAVENPORT & Co LLC | 14,300 | $1.0M | 0.16% | 2025-12-31 |
| 53 | Compound Planning, Inc. | 13,796 | $990.1K | 0.16% | 2025-12-31 |
| 54 | Newbridge Financial Services Group, Inc. | 13,826 | $975.2K | 0.16% | 2025-09-30 |
| 55 | Perigon Wealth Management, LLC | 13,301 | $954.6K | 0.15% | 2025-12-31 |
| 56 | Envestnet Portfolio Solutions, Inc. | 14,419 | $930.2K | 0.16% | 2025-06-30 |
| 57 | Integrated Advisors Network LLC | 11,980 | $859.8K | 0.14% | 2025-12-31 |
| 58 | TITLEIST ASSET MANAGEMENT, LLC | 11,765 | $844.4K | 0.13% | 2025-12-31 |
| 59 | GTS SECURITIES LLC | 11,690 | $839.0K | 0.13% | 2025-12-31 |
| 60 | RIA Advisory Group LLC | 11,846 | $835.5K | 0.13% | 2025-12-31 |
| 61 | GREAT VALLEY ADVISOR GROUP, INC. | 11,588 | $831.7K | 0.13% | 2025-12-31 |
| 62 | Signal Advisors Wealth, LLC | 11,496 | $825.1K | 0.13% | 2025-12-31 |
| 63 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,401 | $818.3K | 0.13% | 2025-12-31 |
| 64 | Cerity Partners LLC | 11,337 | $813.7K | 0.13% | 2025-12-31 |
| 65 | Mariner, LLC | 11,246 | $807.1K | 0.13% | 2025-12-31 |
| 66 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,303 | $745.6K | 0.12% | 2025-12-31 |
| 67 | Keystone Financial Group | 10,133 | $727.2K | 0.11% | 2025-12-31 |
| 68 | HighTower Advisors, LLC | 9,613 | $689.9K | 0.11% | 2025-12-31 |
| 69 | Spire Wealth Management | 9,564 | $686.4K | 0.11% | 2025-12-31 |
| 70 | Concurrent Investment Advisors, LLC | 9,286 | $666.5K | 0.10% | 2025-12-31 |
| 71 | Richmond Investment Services, LLC | 9,195 | $659.9K | 0.10% | 2025-12-31 |
| 72 | Kestra Advisory Services, LLC | 7,932 | $569.3K | 0.09% | 2025-12-31 |
| 73 | RFG Advisory, LLC | 7,536 | $540.9K | 0.08% | 2025-12-31 |
| 74 | Arax Advisory Partners | 7,528 | $540.3K | 0.08% | 2025-12-31 |
| 75 | Corps Capital Advisors, LLC | 7,347 | $527.3K | 0.08% | 2025-12-31 |
| 76 | Brookstone Capital Management | 7,261 | $521.1K | 0.08% | 2025-12-31 |
| 77 | CoreCap Advisors, LLC | 7,172 | $514.7K | 0.08% | 2025-12-31 |
| 78 | J.W. COLE ADVISORS, INC. | 8,890 | $510.4K | 0.10% | 2025-12-31 |
| 79 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,943 | $489.7K | 0.08% | 2025-09-30 |
| 80 | TRUE Private Wealth Advisors | 6,573 | $471.7K | 0.07% | 2025-12-31 |
| 81 | Brookwood Investment Group LLC | 6,526 | $468.4K | 0.07% | 2025-12-31 |
| 82 | Bison Wealth, LLC | 6,136 | $447.2K | 0.07% | 2025-09-30 |
| 83 | Stratos Wealth Partners, LTD. | 6,070 | $435.6K | 0.07% | 2025-12-31 |
| 84 | Glassman Wealth Services | 5,998 | $430.5K | 0.07% | 2025-12-31 |
| 85 | IFP Advisors, Inc | 5,932 | $425.7K | 0.06% | 2025-12-31 |
| 86 | LOWE BROCKENBROUGH & CO INC | 5,900 | $423.4K | 0.06% | 2025-12-31 |
| 87 | CAPTRUST FINANCIAL ADVISORS | 5,842 | $419.3K | 0.06% | 2025-12-31 |
| 88 | COLDSTREAM CAPITAL MANAGEMENT INC | 5,825 | $418.1K | 0.06% | 2025-12-31 |
| 89 | Almanack Investment Partners, LLC. | 5,772 | $414.3K | 0.06% | 2025-12-31 |
| 90 | MARSHALL WACE, LLP | 6,231 | $402.0K | 0.07% | 2025-06-30 |
| 91 | Carrera Capital Advisors | 5,600 | $401.9K | 0.06% | 2025-12-31 |
| 92 | Quantinno Capital Management LP | 5,553 | $398.6K | 0.06% | 2025-12-31 |
| 93 | Sherman Wealth Management LLC | 5,511 | $395.6K | 0.06% | 2025-12-31 |
| 94 | HARBOUR INVESTMENTS, INC. | 5,451 | $391.2K | 0.06% | 2025-12-31 |
| 95 | HEADINVEST, LLC | 5,373 | $385.6K | 0.06% | 2025-12-31 |
| 96 | HARMONY ASSET MANAGEMENT LLC | 5,301 | $380.5K | 0.06% | 2025-12-31 |
| 97 | Concorde Asset Management, LLC | 5,268 | $378.1K | 0.06% | 2025-12-31 |
| 98 | GK Wealth Management LLC | 5,120 | $367.5K | 0.06% | 2025-12-31 |
| 99 | WBI INVESTMENTS, LLC | 5,011 | $359.6K | 0.05% | 2025-12-31 |
| 100 | B. Riley Wealth Advisors, Inc. | 4,995 | $358.5K | 0.05% | 2025-12-31 |
| 101 | AlphaCore Capital LLC | 4,890 | $351.0K | 0.05% | 2025-12-31 |
| 102 | HOWARD FINANCIAL SERVICES, LTD. | 4,773 | $342.6K | 0.05% | 2025-12-31 |
| 103 | Cornell Pochily Investment Advisors, Inc. | 4,773 | $342.5K | 0.05% | 2025-12-31 |
| 104 | FLORIDA FINANCIAL ADVISORS, LLC | 4,809 | $339.2K | 0.05% | 2025-09-30 |
| 105 | Murphy, Middleton, Hinkle & Parker, Inc. | 2,276 | $321.0K | 0.02% | 2025-12-31 |
| 106 | MERCER GLOBAL ADVISORS INC /ADV | 4,359 | $312.8K | 0.05% | 2025-12-31 |
| 107 | OpenArc Corporate Advisory, LLC | 4,240 | $304.3K | 0.04% | 2025-12-31 |
| 108 | FOUNDERS FINANCIAL SECURITIES LLC | 4,224 | $303.2K | 0.04% | 2025-12-31 |
| 109 | Berger Financial Group, Inc | 4,141 | $297.2K | 0.04% | 2025-12-31 |
| 110 | Total Clarity Wealth Management, Inc. | 3,973 | $285.1K | 0.04% | 2025-12-31 |
| 111 | MARATHON CAPITAL MANAGEMENT | 3,851 | $276.4K | 0.04% | 2025-12-31 |
| 112 | Orion Porfolio Solutions, LLC | 3,817 | $273.9K | 0.04% | 2025-12-31 |
| 113 | Mill Creek Capital Advisors, LLC | 3,653 | $257.6K | 0.04% | 2025-09-30 |
| 114 | Chokshi & Queen Wealth Advisors, Inc | 3,648 | $257.3K | 0.04% | 2025-09-30 |
| 115 | D.A. DAVIDSON & CO. | 3,550 | $254.8K | 0.04% | 2025-12-31 |
| 116 | KEYBANK NATIONAL ASSOCIATION/OH | 3,500 | $251.2K | 0.04% | 2025-12-31 |
| 117 | Saxony Capital Management, LLC | 3,491 | $250.6K | 0.04% | 2025-12-31 |
| 118 | Savvy Advisors, Inc. | 3,508 | $247.4K | 0.04% | 2025-09-30 |
| 119 | Goldstone Financial Group, LLC | 3,429 | $246.1K | 0.04% | 2025-12-31 |
| 120 | Foundations Investment Advisors, LLC | 3,415 | $245.1K | 0.04% | 2025-12-31 |
| 121 | Joel Isaacson & Co., LLC | 3,405 | $244.4K | 0.04% | 2025-12-31 |
| 122 | LBMC INVESTMENT ADVISORS, LLC | 3,364 | $241.4K | 0.03% | 2025-12-31 |
| 123 | Selective Wealth Management, Inc. | 3,388 | $239.4K | 0.03% | 2025-09-30 |
| 124 | AVANTAX ADVISORY SERVICES, INC. | 3,702 | $238.8K | 0.04% | 2025-06-30 |
| 125 | TruWealth Advisors, LLC | 3,302 | $237.0K | 0.03% | 2025-12-31 |
| 126 | Focus Partners Wealth | 3,214 | $230.7K | 0.03% | 2025-12-31 |
| 127 | Liberty Atlantic Advisors LLC | 3,180 | $228.2K | 0.03% | 2025-12-31 |
| 128 | Belvedere Trading LLC | 3,100 | $222.5K | 0.03% | 2025-12-31 |
| 129 | Fiduciary Alliance LLC | 3,094 | $222.1K | 0.03% | 2025-12-31 |
| 130 | Resurgent Financial Advisors LLC | 3,094 | $222.1K | 0.03% | 2025-12-31 |
| 131 | Wedmont Private Capital | 3,121 | $220.5K | 0.03% | 2025-09-30 |
| 132 | BARCLAYS PLC | 3,387 | $218.5K | 0.03% | 2025-12-31 |
| 133 | BROWN BROTHERS HARRIMAN & CO | 3,025 | $217.1K | 0.03% | 2025-12-31 |
| 134 | Sound Income Strategies, LLC | 2,986 | $213.5K | 0.03% | 2025-12-31 |
| 135 | Savant Capital, LLC | 2,900 | $208.1K | 0.03% | 2025-12-31 |
| 136 | Lido Advisors, LLC | 3,201 | $206.5K | 0.03% | 2025-06-30 |
| 137 | Focus Partners Advisor Solutions, LLC | 2,857 | $205.1K | 0.03% | 2025-12-31 |
| 138 | Tyler-Stone Wealth Management | 3,176 | $204.9K | 0.03% | 2025-06-30 |
| 139 | Great Lakes Retirement, Inc. | 2,851 | $204.6K | 0.03% | 2025-12-31 |
| 140 | RPS ADVISORY SOLUTIONS LLC | 2,838 | $200.2K | 0.03% | 2025-09-30 |
| 141 | HOLLENCREST CAPITAL MANAGEMENT | 1,500 | $107.7K | 0.01% | 2025-12-31 |
| 142 | Federation des caisses Desjardins du Quebec | 1,390 | $99.8K | 0.01% | 2025-12-31 |
| 143 | Global Retirement Partners, LLC | 1,352 | $97.0K | 0.01% | 2025-12-31 |
| 144 | Parkside Financial Bank & Trust | 1,226 | $88.0K | 0.01% | 2025-12-31 |
| 145 | Rossby Financial, LCC | 1,115 | $80.0K | 0.01% | 2025-12-31 |
| 146 | BANK OF MONTREAL /CAN/ | 1,100 | $78.9K | 0.01% | 2025-12-31 |
| 147 | CIBC Private Wealth Group LLC | 1,000 | $71.8K | 0.01% | 2025-12-31 |
| 148 | US BANCORP \DE\ | 955 | $68.5K | 0.01% | 2025-12-31 |
| 149 | Triumph Capital Management | 885 | $63.5K | 0.01% | 2025-12-31 |
| 150 | EverSource Wealth Advisors, LLC | 800 | $57.4K | 0.00% | 2025-12-31 |
| 151 | NewEdge Advisors, LLC | 757 | $54.3K | 0.00% | 2025-12-31 |
| 152 | Trust Co | 720 | $51.7K | 0.00% | 2025-12-31 |
| 153 | SIMPLEX TRADING, LLC | 720 | $51.7K | 0.00% | 2025-12-31 |
| 154 | PRINCIPAL SECURITIES, INC. | 721 | $50.9K | 0.00% | 2025-09-30 |
| 155 | Ameritas Advisory Services, LLC | 699 | $49.3K | 0.00% | 2025-09-30 |
| 156 | CREATIVE FINANCIAL DESIGNS INC /ADV | 599 | $43.0K | 0.00% | 2025-12-31 |
| 157 | Cape Investment Advisory, Inc. | 560 | $40.2K | 0.00% | 2025-12-31 |
| 158 | NBT BANK N A /NY | 72 | $35.9K | 0.00% | 2025-12-31 |
| 159 | Steward Partners Investment Advisory, LLC | 498 | $35.7K | 0.00% | 2025-12-31 |
| 160 | Allworth Financial LP | 500 | $35.3K | 0.00% | 2025-12-31 |
| 161 | Farther Finance Advisors, LLC | 404 | $29.0K | 0.00% | 2025-12-31 |
| 162 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 400 | $28.7K | 0.00% | 2025-12-31 |
| 163 | Aptus Capital Advisors, LLC | 397 | $28.5K | 0.00% | 2025-12-31 |
| 164 | TUCKER ASSET MANAGEMENT LLC | 383 | $27.5K | 0.00% | 2025-12-31 |
| 165 | Lloyd Advisory Services, LLC. | 379 | $27.2K | 0.00% | 2025-12-31 |
| 166 | Cambridge Investment Research Advisors, Inc. | 359,750 | $25.8K | 4.22% | 2025-12-31 |
| 167 | Graney & King, LLC | 338 | $24.3K | 0.00% | 2025-12-31 |
| 168 | Asset Dedication, LLC | 318 | $22.8K | 0.00% | 2025-12-31 |
| 169 | Advisory Services Network, LLC | 308 | $21.7K | 0.00% | 2025-09-30 |
| 170 | COMERICA BANK | 279 | $20.0K | 0.00% | 2025-12-31 |
| 171 | TRUST CO OF VERMONT | 262 | $18.8K | 0.00% | 2025-12-31 |
| 172 | Financial Management Professionals, Inc. | 250 | $18.0K | 0.00% | 2025-12-31 |
| 173 | UBS Group AG | 250 | $17.9K | 0.00% | 2025-12-31 |
| 174 | BlackRock, Inc. | 250 | $17.9K | 0.00% | 2025-12-31 |
| 175 | Nova Wealth Management, Inc. | 243 | $17.4K | 0.00% | 2025-12-31 |
| 176 | Strategic Wealth Partners, Ltd. | 235 | $16.6K | 0.00% | 2025-09-30 |
| 177 | Founders Financial Alliance, LLC | 227 | $16.3K | 0.00% | 2025-12-31 |
| 178 | Golden State Wealth Management, LLC | 220 | $15.8K | 0.00% | 2025-12-31 |
| 179 | KERR FINANCIAL PLANNING Corp | 190 | $13.1K | 0.00% | 2025-12-31 |
| 180 | Cullen/Frost Bankers, Inc. | 181 | $13.0K | 0.00% | 2025-12-31 |
| 181 | Wiser Advisor Group LLC | 171 | $12.3K | 0.00% | 2025-12-31 |
| 182 | Marquette Asset Management, LLC | 161 | $11.6K | 0.00% | 2025-12-31 |
| 183 | AdvisorNet Financial, Inc | 151 | $10.8K | 0.00% | 2025-12-31 |
| 184 | PITTENGER & ANDERSON INC | 150 | $10.8K | 0.00% | 2025-12-31 |
| 185 | JONES FINANCIAL COMPANIES LLLP | 133 | $9.5K | 0.00% | 2025-12-31 |
| 186 | American Capital Advisory, LLC | 132 | $9.5K | 0.00% | 2025-12-31 |
| 187 | JNBA Financial Advisors | 125 | $9.0K | 0.00% | 2025-12-31 |
| 188 | Archer Investment Corp | 100 | $7.2K | 0.00% | 2025-12-31 |
| 189 | Geneos Wealth Management Inc. | 100 | $7.2K | 0.00% | 2025-12-31 |
| 190 | Signature Equity Partners, LLC | 100 | $7.2K | 0.00% | 2025-12-31 |
| 191 | Parallel Advisors, LLC | 100 | $7.1K | 0.00% | 2025-09-30 |
| 192 | HUNTINGTON NATIONAL BANK | 91 | $6.5K | 0.00% | 2025-12-31 |
| 193 | MAI Capital Management | 65 | $4.7K | 0.00% | 2025-12-31 |
| 194 | Aspect Partners, LLC | 63 | $4.5K | 0.00% | 2025-12-31 |
| 195 | Hilton Head Capital Partners, LLC | 50 | $3.6K | 0.00% | 2025-12-31 |
| 196 | BANK OF AMERICA CORP /DE/ | 50 | $3.6K | 0.00% | 2025-12-31 |
| 197 | Strategic Investment Solutions, Inc. /IL | 50 | $3.5K | 0.00% | 2025-12-31 |
| 198 | GPS Wealth Strategies Group, LLC | 42 | $3.0K | 0.00% | 2025-12-31 |
| 199 | Sarver Vrooman Wealth Advisors | 38 | $2.7K | 0.00% | 2025-12-31 |
| 200 | N.E.W. Advisory Services LLC | 26 | $1.9K | 0.00% | 2025-12-31 |
| 201 | Root Financial Partners, LLC | 25 | $1.8K | 0.00% | 2025-12-31 |
| 202 | Janney Montgomery Scott LLC | 18,951 | $1.4K | 0.22% | 2025-12-31 |
| 203 | SIGNATUREFD, LLC | 17 | $1.2K | 0.00% | 2025-12-31 |
| 204 | Key Financial Inc | 15 | $1.1K | 0.00% | 2025-12-31 |
| 205 | LaSalle St. Investment Advisors, LLC | 14,210 | $1.0K | 0.16% | 2025-12-31 |
| 206 | THOROUGHBRED FINANCIAL SERVICES, LLC | 13,596 | $975 | 0.15% | 2025-12-31 |
| 207 | JPMORGAN CHASE & CO | 9 | $646 | 0.00% | 2025-12-31 |
| 208 | Bogart Wealth, LLC | 8 | $577 | 0.00% | 2025-12-31 |
| 209 | CWM, LLC | 4,355 | $313 | 0.05% | 2025-12-31 |
| 210 | ASSETMARK, INC | 3 | $215 | 0.00% | 2025-12-31 |
| 211 | X-Square Capital, LLC | 2,950 | $212 | 0.03% | 2025-12-31 |
| 212 | CX Institutional | 149 | $11 | 0.00% | 2025-09-30 |
| 213 | Motiv8 Investments LLC | 160 | $11 | 0.00% | 2025-12-31 |