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On this page, we present all of the funds holding ACWI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding ACWI, with a link to that fund's top holdings. The next columns
indicate the amount of ACWI stock held by each of the funds holding ACWI, followed by the ACWI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 664 funds holding ACWI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC
(or by any of the other funds holding ACWI), click the fund name in the "Holder" column of the funds-holding-ACWI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 TFO TDC LLC | 11,329 | $1,152,903 | 12/31/2023 | | ACWI | 11,329 | $1,152,903 | 12/31/2023 | | Morgan Stanley | 10,396,238 | $1,058,025 | 12/31/2023 | | ACWI | 10,396,238 | $1,058,025 | 12/31/2023 |  UBS Group AG | | $769,706 | 12/31/2023 | | ACWI | 5,557,897 | $565,627 | 12/31/2023 | | Call | 2,005,300 | $204,079 | 12/31/2023 | | Toronto Dominion Bank | 5,310,000 | $540,399 | 12/31/2023 | | ACWI | 5,310,000 | $540,399 | 12/31/2023 | | Goldman Sachs Group Inc. | | $479,323 | 12/31/2023 | | ACWI | 6,209,865 | $631,978 | 12/31/2023 | | Put | 1,500,000 | $152,655 | 12/31/2023 | | MKP Capital Management L.L.C. | 4,276,752 | $435,245 | 12/31/2023 | | ACWI | 4,276,752 | $435,245 | 12/31/2023 | | Capital Group Private Client Services Inc. | 4,204,219 | $427,863 | 12/31/2023 | | ACWI | 4,204,219 | $427,863 | 12/31/2023 | | Cibc World Markets Corp | 3,500,000 | $356,195 | 12/31/2023 | | ACWI | 3,500,000 | $356,195 | 12/31/2023 | | Bank of America Corp DE | 3,378,122 | $343,791 | 12/31/2023 | | ACWI | 3,378,122 | $343,791 | 12/31/2023 | | Oversea Chinese Banking CORP Ltd | 3,353,748 | $341,244 | 12/31/2023 | | ACWI | 3,353,748 | $341,244 | 12/31/2023 | | Johns Hopkins University | 2,614,084 | $266,035 | 12/31/2023 | | ACWI | 2,614,084 | $266,035 | 12/31/2023 | | National Bank of Canada FI | 2,147,047 | $216,636 | 12/31/2023 | | ACWI | 2,147,047 | $216,636 | 12/31/2023 | | Sageworth Trust Co | 1,768,110 | $194,722 | 03/31/2024 | | ACWI | 1,768,110 | $194,722 | 03/31/2024 | | ICONIQ Capital LLC | 1,641,244 | $167,029 | 12/31/2023 | | ACWI | 1,641,244 | $167,029 | 12/31/2023 | | Wells Fargo & Company MN | 1,626,845 | $165,564 | 12/31/2023 | | ACWI | 1,626,845 | $165,564 | 12/31/2023 | | Sarasin & Partners LLP | 1,382,440 | $152,248 | 03/31/2024 | | ACWI | 1,382,440 | $152,248 | 03/31/2024 | | Bank of Nova Scotia | 1,460,745 | $148,655 | 12/31/2023 | | ACWI | 1,460,745 | $148,655 | 12/31/2023 | | Minot Capital LP | 1,219,124 | $134,262 | 03/31/2024 | | ACWI | 1,219,124 | $134,262 | 03/31/2024 | | Capitolis Liquid Global Markets LLC | 1,306,000 | $132,912 | 12/31/2023 | | ACWI | 1,306,000 | $132,912 | 12/31/2023 | | Allianz Asset Management GmbH | 1,281,020 | $130,369 | 12/31/2023 | | ACWI | 1,281,020 | $130,369 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,270,945 | $129,344 | 12/31/2023 | | ACWI | 1,270,945 | $129,344 | 12/31/2023 | | Prudential PLC | 1,176,025 | $119,684 | 12/31/2023 | | ACWI | 1,176,025 | $119,684 | 12/31/2023 | | FFT Wealth Management LLC | 1,161,082 | $118,163 | 12/31/2023 | | ACWI | 1,161,082 | $118,163 | 12/31/2023 | | Nuveen Asset Management LLC | 1,155,718 | $117,617 | 12/31/2023 | | ACWI | 1,155,718 | $117,617 | 12/31/2023 | | Sequoia Financial Advisors LLC | 1,141,615 | $116,182 | 12/31/2023 | | ACWI | 1,141,615 | $116,182 | 12/31/2023 | | Hudson Bay Capital Management LP | 1,000,000 | $101,770 | 12/31/2023 | | ACWI | 1,000,000 | $101,770 | 12/31/2023 | | Jane Street Group LLC | 977,330 | $99,463 | 12/31/2023 | | ACWI | 977,330 | $99,463 | 12/31/2023 | | Factory Mutual Insurance Co. | 867,000 | $95,483 | 03/31/2024 | | ACWI | 867,000 | $95,483 | 03/31/2024 | | BlackRock Inc. | 914,802 | $93,099 | 12/31/2023 | | ACWI | 914,802 | $93,099 | 12/31/2023 | | Evoke Wealth LLC | 895,754 | $91,161 | 12/31/2023 | | ACWI | 895,754 | $91,161 | 12/31/2023 | | Dimension Capital Management LLC | 831,580 | $84,631 | 12/31/2023 | | ACWI | 831,580 | $84,631 | 12/31/2023 | | Bessemer Group Inc. | 800,617 | $81,479 | 12/31/2023 | | ACWI | 800,617 | $81,479 | 12/31/2023 | | Bogart Wealth LLC | 687,307 | $69,947 | 12/31/2023 | | ACWI | 687,307 | $69,947 | 12/31/2023 | | ING Groep NV | 685,900 | $69,804 | 12/31/2023 | | ACWI | 685,900 | $69,804 | 12/31/2023 | | JPMorgan Chase & Co. | 660,761 | $67,246 | 12/31/2023 | | ACWI | 660,761 | $67,246 | 12/31/2023 | | Royal Bank of Canada | 648,061 | $65,953 | 12/31/2023 | | ACWI | 648,061 | $65,953 | 12/31/2023 | | Bank of Montreal Can | 634,251 | $64,744 | 12/31/2023 | | ACWI | 634,251 | $64,744 | 12/31/2023 | | Alliancebernstein L.P. | 635,478 | $64,673 | 12/31/2023 | | ACWI | 635,478 | $64,673 | 12/31/2023 | | Qube Research & Technologies Ltd | 592,406 | $60,289 | 12/31/2023 | | ACWI | 592,406 | $60,289 | 12/31/2023 | | Banco Bilbao Vizcaya Argentaria S.A. | 575,902 | $58,629 | 12/31/2023 | | ACWI | 575,902 | $58,629 | 12/31/2023 | | Two Sigma Investments LP | 557,800 | $56,767 | 12/31/2023 | | ACWI | 557,800 | $56,767 | 12/31/2023 | | Hsbc Holdings PLC | 555,569 | $56,540 | 12/31/2023 | | ACWI | 555,569 | $56,540 | 12/31/2023 | | Mirae Asset Global Investments Co. Ltd. | 533,089 | $54,252 | 12/31/2023 | | ACWI | 533,089 | $54,252 | 12/31/2023 | | Bank of New York Mellon Corp | 524,641 | $53,393 | 12/31/2023 | | ACWI | 524,641 | $53,393 | 12/31/2023 | | Envestnet Asset Management Inc. | 504,286 | $51,321 | 12/31/2023 | | ACWI | 504,286 | $51,321 | 12/31/2023 | | CI Private Wealth LLC | 503,389 | $51,230 | 12/31/2023 | | ACWI | 503,389 | $51,230 | 12/31/2023 | | Capital International Investors | 490,367 | $49,998 | 12/31/2023 | | ACWI | 490,367 | $49,998 | 12/31/2023 | | FJ Investments LLC | 457,202 | $46,529 | 12/31/2023 | | ACWI | 457,202 | $46,529 | 12/31/2023 | | Raymond James & Associates | 443,162 | $45,101 | 12/31/2023 | | ACWI | 443,162 | $45,101 | 12/31/2023 | | GR Financial Group LLC | 441,771 | $44,959 | 12/31/2023 | | ACWI | 441,771 | $44,959 | 12/31/2023 | | Brown Advisory Inc. | 431,896 | $43,954 | 12/31/2023 | | ACWI | 431,896 | $43,954 | 12/31/2023 | | Lido Advisors LLC | 425,475 | $43,301 | 12/31/2023 | | ACWI | 425,475 | $43,301 | 12/31/2023 | | Three Bridge Wealth Advisors LLC | 413,085 | $42,040 | 12/31/2023 | | ACWI | 413,085 | $42,040 | 12/31/2023 | | Bremer Bank National Association | 371,412 | $40,904 | 03/31/2024 | | ACWI | 371,412 | $40,904 | 03/31/2024 | | HighTower Advisors LLC | 395,690 | $40,274 | 12/31/2023 | | ACWI | 395,690 | $40,274 | 12/31/2023 | | Mill Creek Capital Advisors LLC | 375,601 | $38,225 | 12/31/2023 | | ACWI | 375,601 | $38,225 | 12/31/2023 | | Great Valley Advisor Group Inc. | 363,214 | $36,964 | 12/31/2023 | | ACWI | 363,214 | $36,964 | 12/31/2023 | | Ronald Blue Trust Inc. | 360,228 | $36,660 | 12/31/2023 | | ACWI | 360,228 | $36,660 | 12/31/2023 | | Truist Financial Corp | 334,092 | $34,001 | 12/31/2023 | | ACWI | 334,092 | $34,001 | 12/31/2023 | | Cornerstone Partners Capital Management LLC | 332,624 | $33,851 | 12/31/2023 | | ACWI | 332,624 | $33,851 | 12/31/2023 | | Jasper Ridge Partners L.P. | 330,267 | $33,611 | 12/31/2023 | | ACWI | 330,267 | $33,611 | 12/31/2023 | | EPIQ Capital Group LLC | 328,700 | $33,452 | 12/31/2023 | | ACWI | 328,700 | $33,452 | 12/31/2023 | | Citigroup Inc. | 327,417 | $33,321 | 12/31/2023 | | ACWI | 327,417 | $33,321 | 12/31/2023 | | Assetmark Inc. | 318,552 | $32,419 | 12/31/2023 | | ACWI | 318,552 | $32,419 | 12/31/2023 | | Bank Hapoalim BM | 313,247 | $31,879 | 12/31/2023 | | ACWI | 313,247 | $31,879 | 12/31/2023 | | Brandywine Managers LLC | 300,131 | $30,544 | 12/31/2023 | | ACWI | 300,131 | $30,544 | 12/31/2023 | | Sierra Capital LLC | | $30,290 | 12/31/2023 | | ETF | 294,461 | $22,323 | 12/31/2023 | | ACWI | 78,282 | $7,967 | 12/31/2023 | | Perella Weinberg Partners Capital Management LP | 294,948 | $30,017 | 12/31/2023 | | ACWI | 294,948 | $30,017 | 12/31/2023 | | State Street Corp | 281,828 | $28,682 | 12/31/2023 | | ACWI | 281,828 | $28,682 | 12/31/2023 | | Verger Capital Management LLC | 268,090 | $27,284 | 12/31/2023 | | ACWI | 268,090 | $27,284 | 12/31/2023 | | Advisor Group Holdings Inc. | 266,143 | $27,086 | 12/31/2023 | | ACWI | 266,143 | $27,086 | 12/31/2023 | | Cresset Asset Management LLC | 266,062 | $27,077 | 12/31/2023 | | ACWI | 266,062 | $27,077 | 12/31/2023 | | US Bancorp DE | 265,669 | $27,037 | 12/31/2023 | | ACWI | 265,669 | $27,037 | 12/31/2023 | | Partners Capital Investment Group LLP | 264,294 | $26,897 | 12/31/2023 | | ACWI | 264,294 | $26,897 | 12/31/2023 | | Lazard Asset Management LLC | 259,636 | $26,422 | 12/31/2023 | | ACWI | 259,636 | $26,422 | 12/31/2023 | | Oxford Financial Group Ltd. | 258,406 | $26,298 | 12/31/2023 | | ACWI | 258,406 | $26,298 | 12/31/2023 | | Bank Julius Baer & Co. Ltd Zurich | 245,011 | $24,935 | 12/31/2023 | | ACWI | 245,011 | $24,935 | 12/31/2023 | | Flow Traders U.S. LLC | 241,789 | $24,607 | 12/31/2023 | | ACWI | 241,789 | $24,607 | 12/31/2023 | | BNP Paribas Arbitrage SA | 240,143 | $24,439 | 12/31/2023 | | ACWI | 240,143 | $24,439 | 12/31/2023 | | Barclays PLC | 234,562 | $23,872 | 12/31/2023 | | ACWI | 234,562 | $23,872 | 12/31/2023 | | Rockefeller Capital Management L.P. | 227,795 | $23,183 | 12/31/2023 | | ACWI | 227,795 | $23,183 | 12/31/2023 | | Taconic Capital Advisors LP | 227,000 | $23,102 | 12/31/2023 | | ACWI | 227,000 | $23,102 | 12/31/2023 | | Ausdal Financial Partners Inc. | 206,688 | $22,763 | 03/31/2024 | | ACWI | 206,688 | $22,763 | 03/31/2024 | | Northern Trust Corp | 213,801 | $21,759 | 12/31/2023 | | ACWI | 213,801 | $21,759 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 193,714 | $21,334 | 03/31/2024 | | ACWI | 193,714 | $21,334 | 03/31/2024 | | Circle Wealth Management LLC | 201,800 | $20,537 | 12/31/2023 | | ACWI | 201,800 | $20,537 | 12/31/2023 | | Pathstone Holdings LLC | 198,966 | $20,258 | 12/31/2023 | | ACWI | 198,966 | $20,258 | 12/31/2023 | | Waldron Private Wealth LLC | 198,744 | $20,226 | 12/31/2023 | | ACWI | 198,744 | $20,226 | 12/31/2023 | | DRW Securities LLC | 193,172 | $19,659 | 12/31/2023 | | ACWI | 193,172 | $19,659 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 187,146 | $19,046 | 12/31/2023 | | ACWI | 187,146 | $19,046 | 12/31/2023 | | Ayalon Holdings Ltd. | 165,430 | $18,219 | 03/31/2024 | | ACWI | 165,430 | $18,219 | 03/31/2024 | | WestEnd Advisors LLC | 174,756 | $17,785 | 12/31/2023 | | ACWI | 174,756 | $17,785 | 12/31/2023 | | Crestone Asset Management LLC | 173,769 | $17,684 | 12/31/2023 | | ACWI | 173,769 | $17,684 | 12/31/2023 | | United Capital Financial Advisers LLC | 172,564 | $17,562 | 12/31/2023 | | ACWI | 172,564 | $17,562 | 12/31/2023 | | LPL Financial LLC | 168,590 | $17,157 | 12/31/2023 | | ACWI | 168,590 | $17,157 | 12/31/2023 | | Victory Capital Management Inc. | 163,184 | $16,607 | 12/31/2023 | | ACWI | 163,184 | $16,607 | 12/31/2023 | | OLD Mission Capital LLC | 159,429 | $16,225 | 12/31/2023 | | ACWI | 159,429 | $16,225 | 12/31/2023 | | Cambridge Associates LLC MA ADV | 157,340 | $16,012 | 12/31/2023 | | ACWI | 157,340 | $16,012 | 12/31/2023 | | Naviter Wealth LLC | 157,154 | $15,994 | 12/31/2023 | | ACWI | 157,154 | $15,994 | 12/31/2023 | | Bricktown Capital LLC | 155,860 | $15,862 | 12/31/2023 | | ACWI | 155,860 | $15,862 | 12/31/2023 | | Cerity Partners LLC | 155,820 | $15,858 | 12/31/2023 | | ACWI | 155,820 | $15,858 | 12/31/2023 | | Neuberger Berman Group LLC | 149,980 | $15,263 | 12/31/2023 | | ACWI | 149,980 | $15,263 | 12/31/2023 | | Drake & Associates LLC | 146,302 | $14,889 | 12/31/2023 | | ACWI | 146,302 | $14,889 | 12/31/2023 | | Aspiriant LLC | 131,024 | $14,430 | 03/31/2024 | | ACWI | 131,024 | $14,430 | 03/31/2024 | | Granger Management LLC | 139,321 | $14,179 | 12/31/2023 | | ACWI | 139,321 | $14,179 | 12/31/2023 | | Captrust Financial Advisors | 135,263 | $13,766 | 12/31/2023 | | ACWI | 135,263 | $13,766 | 12/31/2023 | | Ieq Capital LLC | 132,121 | $13,446 | 12/31/2023 | | ACWI | 132,121 | $13,446 | 12/31/2023 | | Banco Santander S.A. | 128,637 | $13,091 | 12/31/2023 | | ACWI | 128,637 | $13,091 | 12/31/2023 | | Centaurus Financial Inc. | 126,704 | $12,895 | 12/31/2023 | | ACWI | 126,704 | $12,895 | 12/31/2023 | | Wind River Trust Co | 124,271 | $12,647 | 12/31/2023 | | ACWI | 124,271 | $12,647 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 120,263 | $12,239 | 12/31/2023 | | ACWI | 120,263 | $12,239 | 12/31/2023 | | Colony Group LLC | 118,426 | $12,052 | 12/31/2023 | | ACWI | 118,426 | $12,052 | 12/31/2023 | | Gryphon Financial Partners LLC | 119,706 | $12,043 | 12/31/2023 | | ACWI | 119,706 | $12,043 | 12/31/2023 | | Mayo Clinic | 113,737 | $11,575 | 12/31/2023 | | ACWI | 113,737 | $11,575 | 12/31/2023 | | Allen Investment Management LLC | 113,541 | $11,555 | 12/31/2023 | | ACWI | 113,541 | $11,555 | 12/31/2023 | | Comerica Bank | 110,737 | $11,270 | 12/31/2023 | | ACWI | 110,737 | $11,270 | 12/31/2023 | | Glenmede Trust Co. NA | 108,878 | $11,081 | 12/31/2023 | | ACWI | 108,878 | $11,081 | 12/31/2023 | | GFS Advisors LLC | 108,520 | $11,044 | 12/31/2023 | | ACWI | 108,520 | $11,044 | 12/31/2023 | | VPR Management LLC | 108,100 | $11,001 | 12/31/2023 | | ACWI | 108,100 | $11,001 | 12/31/2023 | | AlTi Global Inc. | 103,635 | $10,547 | 12/31/2023 | | ACWI | 103,635 | $10,547 | 12/31/2023 | | Wellington Management Group LLP | 102,681 | $10,450 | 12/31/2023 | | ACWI | 102,681 | $10,450 | 12/31/2023 | | Polen Capital Management LLC | 101,590 | $10,339 | 12/31/2023 | | ACWI | 101,590 | $10,339 | 12/31/2023 | | Altman Advisors Inc. | 101,519 | $10,332 | 12/31/2023 | | ACWI | 101,519 | $10,332 | 12/31/2023 | | Two Sigma Advisers LP | 101,400 | $10,319 | 12/31/2023 | | ACWI | 101,400 | $10,319 | 12/31/2023 | | Advisory Research Inc. | 100,673 | $10,245 | 12/31/2023 | | ACWI | 100,673 | $10,245 | 12/31/2023 | | Healthcare of Ontario Pension Plan Trust Fund | 93,600 | $9,526 | 12/31/2023 | | ACWI | 93,600 | $9,526 | 12/31/2023 | | Stifel Financial Corp | 93,417 | $9,507 | 12/31/2023 | | ACWI | 93,417 | $9,507 | 12/31/2023 | | Sycale Advisors NY LLC | 93,216 | $9,487 | 12/31/2023 | | ACWI | 93,216 | $9,487 | 12/31/2023 | | CWM LLC | 85,514 | $9,418 | 03/31/2024 | | ACWI | 85,514 | $9,418 | 03/31/2024 | | NYL Investors LLC | 91,800 | $9,342 | 12/31/2023 | | ACWI | 91,800 | $9,342 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 89,269 | $9,085 | 12/31/2023 | | ACWI | 89,269 | $9,085 | 12/31/2023 | | Sepio Capital LP | 87,838 | $8,939 | 12/31/2023 | | ACWI | 87,838 | $8,939 | 12/31/2023 | | Charter Oak Capital Management LLC | 87,823 | $8,938 | 12/31/2023 | | ACWI | 87,823 | $8,938 | 12/31/2023 | | DT Investment Partners LLC | 83,776 | $8,662 | 12/31/2023 | | ACWI | 83,776 | $8,662 | 12/31/2023 | | BIP Wealth LLC | 83,760 | $8,524 | 12/31/2023 | | ACWI | 83,760 | $8,524 | 12/31/2023 | | CIBC World Markets Inc. | 82,162 | $8,362 | 12/31/2023 | | ACWI | 82,162 | $8,362 | 12/31/2023 | | WMS Partners LLC | 79,590 | $8,100 | 12/31/2023 | | ACWI | 79,590 | $8,100 | 12/31/2023 | | Millennium Management LLC | 78,458 | $7,985 | 12/31/2023 | | ACWI | 78,458 | $7,985 | 12/31/2023 | | Prudential Financial Inc. | 76,347 | $7,770 | 12/31/2023 | | ACWI | 76,347 | $7,770 | 12/31/2023 | | Beirne Wealth Consulting Services LLC | 74,363 | $7,568 | 12/31/2023 | | ACWI | 74,363 | $7,568 | 12/31/2023 | | Citadel Advisors LLC | | $7,492 | 12/31/2023 | | Call | 49,400 | $5,027 | 12/31/2023 | | ACWI | 30,519 | $3,106 | 12/31/2023 | | Put | 6,300 | $641 | 12/31/2023 | | Kovitz Investment Group Partners LLC | 73,347 | $7,465 | 12/31/2023 | | ACWI | 73,347 | $7,465 | 12/31/2023 | | Harel Insurance Investments & Financial Services Ltd. | 73,324 | $7,462 | 12/31/2023 | | ACWI | 73,324 | $7,462 | 12/31/2023 | | Amplius Wealth Advisors LLC | 67,623 | $7,447 | 03/31/2024 | | ACWI | 67,623 | $7,447 | 03/31/2024 | | Balentine LLC | 72,920 | $7,421 | 12/31/2023 | | ACWI | 72,920 | $7,421 | 12/31/2023 | | PFG Advisors | 72,656 | $7,394 | 12/31/2023 | | ACWI | 72,656 | $7,394 | 12/31/2023 | | Stonehearth Capital Management LLC | 67,032 | $7,382 | 03/31/2024 | | ACWI | 67,032 | $7,382 | 03/31/2024 | | TD Capital Management LLC | 70,107 | $7,135 | 12/31/2023 | | ACWI | 70,107 | $7,135 | 12/31/2023 | | West Paces Advisors Inc. | 64,327 | $7,084 | 03/31/2024 | | ACWI | 64,327 | $7,084 | 03/31/2024 | | Mariner LLC | 68,161 | $6,937 | 12/31/2023 | | ACWI | 68,161 | $6,937 | 12/31/2023 | | Financial Management Professionals Inc. | 61,005 | $6,718 | 03/31/2024 | | ACWI | 61,005 | $6,718 | 03/31/2024 | | Sontag Advisory LLC | 65,042 | $6,619 | 12/31/2023 | | ACWI | 65,042 | $6,619 | 12/31/2023 | | Plan Group Financial LLC | 64,954 | $6,610 | 12/31/2023 | | ACWI | 64,954 | $6,610 | 12/31/2023 | | Gotham Asset Management LLC | 64,775 | $6,592 | 12/31/2023 | | ACWI | 64,775 | $6,592 | 12/31/2023 | | Annis Gardner Whiting Capital Advisors LLC | 64,459 | $6,560 | 12/31/2023 | | ACWI | 64,459 | $6,560 | 12/31/2023 | | Able Wealth Management LLC | 62,831 | $6,394 | 12/31/2023 | | ACWI | 62,831 | $6,394 | 12/31/2023 | | Cahaba Wealth Management Inc. | 61,036 | $6,212 | 12/31/2023 | | ACWI | 61,036 | $6,212 | 12/31/2023 | | Capital World Investors | 60,818 | $6,201 | 12/31/2023 | | ACWI | 60,818 | $6,201 | 12/31/2023 | | Meitav Dash Investments Ltd. | 59,363 | $6,038 | 12/31/2023 | | ACWI | 59,363 | $6,038 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 58,338 | $5,937 | 12/31/2023 | | ACWI | 58,338 | $5,937 | 12/31/2023 | | WCM Investment Management LLC | 57,680 | $5,881 | 12/31/2023 | | ACWI | 57,680 | $5,881 | 12/31/2023 | | Managed Asset Portfolios LLC | 57,723 | $5,874 | 12/31/2023 | | ACWI | 57,723 | $5,874 | 12/31/2023 | | Parallel Advisors LLC | 57,036 | $5,805 | 12/31/2023 | | ACWI | 57,036 | $5,805 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 54,752 | $5,572 | 12/31/2023 | | ACWI | 54,752 | $5,572 | 12/31/2023 | | Susquehanna International Group LLP | | $5,569 | 12/31/2023 | | Call | 115,700 | $11,775 | 12/31/2023 | | Put | 84,400 | $8,589 | 12/31/2023 | | ACWI | 23,412 | $2,383 | 12/31/2023 | | Financial Enhancement Group LLC | 51,724 | $5,551 | 03/31/2024 | | ACWI | 51,724 | $5,551 | 03/31/2024 | | Ameriprise Financial Inc. | 53,127 | $5,416 | 12/31/2023 | | ACWI | 53,127 | $5,416 | 12/31/2023 | | Northside Capital Management LLC | 48,164 | $5,304 | 03/31/2024 | | ACWI | 48,164 | $5,304 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 51,864 | $5,278 | 12/31/2023 | | ACWI | 51,864 | $5,278 | 12/31/2023 | | AE Wealth Management LLC | 50,964 | $5,243 | 12/31/2023 | | ACWI | 50,964 | $5,243 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 51,439 | $5,235 | 12/31/2023 | | ACWI | 51,439 | $5,235 | 12/31/2023 | | LexAurum Advisors LLC | 47,291 | $5,208 | 03/31/2024 | | ACWI | 47,291 | $5,208 | 03/31/2024 | | We Are One Seven LLC | 50,419 | $5,131 | 12/31/2023 | | ACWI | 50,419 | $5,131 | 12/31/2023 | | Leavell Investment Management Inc. | 50,345 | $5,124 | 12/31/2023 | | ACWI | 50,345 | $5,124 | 12/31/2023 | | Madrona Financial Services LLC | 49,423 | $5,030 | 12/31/2023 | | ACWI | 49,423 | $5,030 | 12/31/2023 | | USAdvisors Wealth Management LLC | 49,053 | $4,992 | 12/31/2023 | | ACWI | 49,053 | $4,992 | 12/31/2023 | | Moneda S.A. Administradora General de Fondos | 48,460 | $4,932 | 12/31/2023 | | ACWI | 48,460 | $4,932 | 12/31/2023 | | Atria Investments LLC | 48,296 | $4,915 | 12/31/2023 | | ACWI | 48,296 | $4,915 | 12/31/2023 | | Peak Financial Management Inc. | 48,002 | $4,885 | 12/31/2023 | | ACWI | 48,002 | $4,885 | 12/31/2023 | | Warren Averett Asset Management LLC | 47,898 | $4,875 | 12/31/2023 | | ACWI | 47,898 | $4,875 | 12/31/2023 | | Clarius Group LLC | 44,248 | $4,873 | 03/31/2024 | | ACWI | 44,248 | $4,873 | 03/31/2024 | | PAX Financial Group LLC | 46,346 | $4,841 | 12/31/2023 | | ACWI | 46,346 | $4,841 | 12/31/2023 | | Janney Montgomery Scott LLC | 46,825 | $4,765 | 12/31/2023 | | ACWI | 46,825 | $4,765 | 12/31/2023 | | FMR LLC | 46,705 | $4,753 | 12/31/2023 | | ACWI | 46,705 | $4,753 | 12/31/2023 | | Commonwealth Equity Services LLC | 46,561 | $4,739 | 12/31/2023 | | ACWI | 46,561 | $4,739 | 12/31/2023 | | Atwater Malick LLC | 42,221 | $4,650 | 03/31/2024 | | ACWI | 42,221 | $4,650 | 03/31/2024 | | Sandbox Financial Partners LLC | 41,218 | $4,539 | 03/31/2024 | | ACWI | 41,218 | $4,539 | 03/31/2024 | | Frank Rimerman Advisors LLC | 44,557 | $4,535 | 12/31/2023 | | ACWI | 44,557 | $4,535 | 12/31/2023 | | Pinebridge Investments L.P. | 43,589 | $4,436 | 12/31/2023 | | ACWI | 43,589 | $4,436 | 12/31/2023 | | Nottingham Advisors Inc. | 41,245 | $4,198 | 12/31/2023 | | ACWI | 41,245 | $4,198 | 12/31/2023 | | Archetype Wealth Partners LLC | 40,067 | $4,078 | 12/31/2023 | | ACWI | 40,067 | $4,078 | 12/31/2023 | | Ballentine Partners LLC | 36,673 | $4,039 | 03/31/2024 | | ACWI | 36,673 | $4,039 | 03/31/2024 | | Ashford Advisors LLC | 39,191 | $3,988 | 12/31/2023 | | ACWI | 39,191 | $3,988 | 12/31/2023 | | Retirement Income Solutions Inc | 39,105 | $3,980 | 12/31/2023 | | ACWI | 39,105 | $3,980 | 12/31/2023 | | Sand Hill Global Advisors LLC | 39,045 | $3,974 | 12/31/2023 | | ACWI | 39,045 | $3,974 | 12/31/2023 | | Financial Council Asset Management Inc | 38,501 | $3,918 | 12/31/2023 | | ACWI | 38,501 | $3,918 | 12/31/2023 | | Creative Planning | 38,442 | $3,912 | 12/31/2023 | | ACWI | 38,442 | $3,912 | 12/31/2023 | | Keel Point LLC | 35,514 | $3,911 | 03/31/2024 | | ACWI | 35,514 | $3,911 | 03/31/2024 | | Simon Quick Advisors LLC | 38,308 | $3,899 | 12/31/2023 | | ACWI | 38,308 | $3,899 | 12/31/2023 | | Lee Financial Co | 38,038 | $3,871 | 12/31/2023 | | ACWI | 38,038 | $3,871 | 12/31/2023 | | Community Bank N.A. | 38,000 | $3,867 | 12/31/2023 | | ACWI | 38,000 | $3,867 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 37,894 | $3,856 | 12/31/2023 | | ACWI | 37,894 | $3,856 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 34,641 | $3,815 | 03/31/2024 | | ACWI | 34,641 | $3,815 | 03/31/2024 | | Congress Wealth Management LLC DE | 37,455 | $3,812 | 12/31/2023 | | ACWI | 37,455 | $3,812 | 12/31/2023 | | Well Done LLC | 37,383 | $3,805 | 12/31/2023 | | ACWI | 37,383 | $3,805 | 12/31/2023 | | Vivaldi Capital Management LLC | 36,036 | $3,729 | 12/31/2023 | | ACWI | 36,036 | $3,729 | 12/31/2023 | | YHB Investment Advisors Inc. | 36,175 | $3,682 | 12/31/2023 | | ACWI | 36,175 | $3,682 | 12/31/2023 | | Privium Fund Management UK Ltd | 35,900 | $3,622 | 12/31/2023 | | ACWI | 35,900 | $3,622 | 12/31/2023 | | MainStreet Investment Advisors LLC | 35,446 | $3,607 | 12/31/2023 | | ACWI | 35,446 | $3,607 | 12/31/2023 | | Barings LLC | 35,199 | $3,582 | 12/31/2023 | | ACWI | 35,199 | $3,582 | 12/31/2023 | | Cetera Investment Advisers | 34,293 | $3,490 | 12/31/2023 | | ACWI | 34,293 | $3,490 | 12/31/2023 | | SNS Financial Group LLC | 34,104 | $3,471 | 12/31/2023 | | ACWI | 34,104 | $3,471 | 12/31/2023 | | Banque Pictet & Cie SA | 33,993 | $3,459 | 12/31/2023 | | ACWI | 33,993 | $3,459 | 12/31/2023 | | Intergy Private Wealth LLC | 33,815 | $3,441 | 12/31/2023 | | ACWI | 33,815 | $3,441 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 33,745 | $3,434 | 12/31/2023 | | ACWI | 33,745 | $3,434 | 12/31/2023 | | STA Wealth Management LLC | 33,664 | $3,426 | 12/31/2023 | | ACWI | 33,664 | $3,426 | 12/31/2023 | | Sageworth Trust Co of South Dakota | 31,062 | $3,421 | 03/31/2024 | | ACWI | 31,062 | $3,421 | 03/31/2024 | | Diversified Trust Co | 32,552 | $3,313 | 12/31/2023 | | ACWI | 32,552 | $3,313 | 12/31/2023 | | Freestone Capital Holdings LLC | 32,122 | $3,269 | 12/31/2023 | | ACWI | 32,122 | $3,269 | 12/31/2023 | | BSW Wealth Partners | 31,325 | $3,188 | 12/31/2023 | | ACWI | 31,325 | $3,188 | 12/31/2023 | | Independent Wealth Network Inc. | 28,604 | $3,150 | 03/31/2024 | | ACWI | 28,604 | $3,150 | 03/31/2024 | | Saxony Capital Management LLC | 30,647 | $3,119 | 12/31/2023 | | ACWI | 30,647 | $3,119 | 12/31/2023 | | Squarepoint Ops LLC | 30,468 | $3,101 | 12/31/2023 | | ACWI | 30,468 | $3,101 | 12/31/2023 | | EP Wealth Advisors LLC | 30,445 | $3,098 | 12/31/2023 | | ACWI | 30,445 | $3,098 | 12/31/2023 | | St. Louis Trust Co | 30,166 | $3,070 | 12/31/2023 | | ACWI | 30,166 | $3,070 | 12/31/2023 | | Pinnacle Associates Ltd. | 27,922 | $2,842 | 12/31/2023 | | ACWI | 27,922 | $2,842 | 12/31/2023 | | Hirtle Callaghan & Co LLC | 27,926 | $2,842 | 12/31/2023 | | ACWI | 27,926 | $2,842 | 12/31/2023 | | Pinnacle Wealth Management Advisory Group LLC | 27,600 | $2,809 | 12/31/2023 | | ACWI | 27,600 | $2,809 | 12/31/2023 | | Quadrant Capital Group LLC | 27,426 | $2,791 | 12/31/2023 | | ACWI | 27,426 | $2,791 | 12/31/2023 | | Phoenix Holdings Ltd. | 27,120 | $2,784 | 12/31/2023 | | ACWI | 27,120 | $2,784 | 12/31/2023 | | Shepherd Kaplan Krochuk LLC | 27,292 | $2,778 | 12/31/2023 | | ACWI | 27,292 | $2,778 | 12/31/2023 | | Cetera Advisor Networks LLC | 27,057 | $2,754 | 12/31/2023 | | ACWI | 27,057 | $2,754 | 12/31/2023 | | Signaturefd LLC | 26,999 | $2,748 | 12/31/2023 | | ACWI | 26,999 | $2,748 | 12/31/2023 | | Synovus Financial Corp | 26,985 | $2,746 | 12/31/2023 | | ACWI | 26,985 | $2,746 | 12/31/2023 | | Moran Wealth Management LLC | 26,251 | $2,672 | 12/31/2023 | | ACWI | 26,251 | $2,672 | 12/31/2023 | | Waddell & Associates LLC | 26,129 | $2,659 | 12/31/2023 | | ACWI | 26,129 | $2,659 | 12/31/2023 | | Austin Wealth Management LLC | 24,626 | $2,590 | 12/31/2023 | | ACWI | 24,626 | $2,590 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 25,396 | $2,585 | 12/31/2023 | | ACWI | 25,396 | $2,585 | 12/31/2023 | | Thrive Capital Management LLC | 25,396 | $2,585 | 12/31/2023 | | ACWI | 25,396 | $2,585 | 12/31/2023 | | RDA Financial Network | 23,041 | $2,538 | 03/31/2024 | | ACWI | 23,041 | $2,538 | 03/31/2024 | | Wick Capital Partners LLC | 24,705 | $2,514 | 12/31/2023 | | ACWI | 24,705 | $2,514 | 12/31/2023 | | Activest Wealth Management | 24,529 | $2,496 | 12/31/2023 | | ACWI | 24,529 | $2,496 | 12/31/2023 | | Adroit Compliance LLC | 24,412 | $2,484 | 12/31/2023 | | ACWI | 24,412 | $2,484 | 12/31/2023 | | Klaas Financial Asset Advisors LLC | 24,412 | $2,484 | 12/31/2023 | | ACWI | 24,412 | $2,484 | 12/31/2023 | | RFP Financial Group LLC | 24,308 | $2,474 | 12/31/2023 | | ACWI | 24,308 | $2,474 | 12/31/2023 | | ASB Consultores LLC | 24,050 | $2,448 | 12/31/2023 | | ACWI | 24,050 | $2,448 | 12/31/2023 | | Arcus Capital Partners LLC | 23,945 | $2,437 | 12/31/2023 | | ACWI | 23,945 | $2,437 | 12/31/2023 | | Capital Research Global Investors | 23,882 | $2,435 | 12/31/2023 | | ACWI | 23,882 | $2,435 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 23,242 | $2,365 | 12/31/2023 | | ACWI | 23,242 | $2,365 | 12/31/2023 | | Franklin Resources Inc. | 22,975 | $2,338 | 12/31/2023 | | ACWI | 22,975 | $2,338 | 12/31/2023 | | MML Investors Services LLC | 22,978 | $2,338 | 12/31/2023 | | ACWI | 22,978 | $2,338 | 12/31/2023 | | StrategIQ Financial Group LLC | 22,760 | $2,316 | 12/31/2023 | | ACWI | 22,760 | $2,316 | 12/31/2023 | | Jennison Associates LLC | 22,589 | $2,299 | 12/31/2023 | | ACWI | 22,589 | $2,299 | 12/31/2023 | | Catalyst Private Wealth LLC | 20,824 | $2,293 | 03/31/2024 | | ACWI | 20,824 | $2,293 | 03/31/2024 | | Wolf Group Capital Advisors | 23,859 | $2,289 | 12/31/2023 | | ACWI | 23,859 | $2,289 | 12/31/2023 | | PFW Advisors LLC | 20,762 | $2,286 | 03/31/2024 | | ACWI | 20,762 | $2,286 | 03/31/2024 | | Advisors Capital Management LLC | 22,137 | $2,253 | 12/31/2023 | | ACWI | 22,137 | $2,253 | 12/31/2023 | | Brighton Jones LLC | 22,005 | $2,239 | 12/31/2023 | | ACWI | 22,005 | $2,239 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 21,972 | $2,236 | 12/31/2023 | | ACWI | 21,972 | $2,236 | 12/31/2023 | | Scotia Capital Inc. | 21,801 | $2,219 | 12/31/2023 | | ACWI | 21,801 | $2,219 | 12/31/2023 | | Lake Street Advisors Group LLC | 21,689 | $2,207 | 12/31/2023 | | ACWI | 21,689 | $2,207 | 12/31/2023 | | Strategic Blueprint LLC | 21,574 | $2,196 | 12/31/2023 | | ACWI | 21,574 | $2,196 | 12/31/2023 | | HB Wealth Management LLC | 20,968 | $2,134 | 12/31/2023 | | ACWI | 20,968 | $2,134 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 20,779 | $2,115 | 12/31/2023 | | ACWI | 20,779 | $2,115 | 12/31/2023 | | Sawtooth Solutions LLC | 19,842 | $2,019 | 12/31/2023 | | ACWI | 19,842 | $2,019 | 12/31/2023 | | Bleakley Financial Group LLC | 19,842 | $2,019 | 12/31/2023 | | ACWI | 19,842 | $2,019 | 12/31/2023 | | Equitable Holdings Inc. | 19,791 | $2,014 | 12/31/2023 | | ACWI | 19,791 | $2,014 | 12/31/2023 | | Compagnie Lombard Odier SCmA | 19,750 | $2,010 | 12/31/2023 | | ACWI | 19,750 | $2,010 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 19,666 | $2,001 | 12/31/2023 | | ACWI | 19,666 | $2,001 | 12/31/2023 | | John W. Brooker & Co. CPAs | 18,084 | $1,992 | 03/31/2024 | | ACWI | 18,084 | $1,992 | 03/31/2024 | | Schroder Investment Management Group | 19,400 | $1,974 | 12/31/2023 | | ACWI | 19,400 | $1,974 | 12/31/2023 | | Fund Evaluation Group LLC | 19,244 | $1,959 | 12/31/2023 | | ACWI | 19,244 | $1,959 | 12/31/2023 | | Callan Family Office LLC | 19,155 | $1,949 | 12/31/2023 | | ACWI | 19,155 | $1,949 | 12/31/2023 | | Arlington Trust Co LLC | 17,561 | $1,934 | 03/31/2024 | | ACWI | 17,561 | $1,934 | 03/31/2024 | | CKW Financial Group | 18,710 | $1,904 | 12/31/2023 | | ACWI | 18,710 | $1,904 | 12/31/2023 | | Strategic Family Wealth Counselors L.L.C. | 18,596 | $1,893 | 12/31/2023 | | ACWI | 18,596 | $1,893 | 12/31/2023 | | Aries Wealth Management | 18,201 | $1,852 | 12/31/2023 | | ACWI | 18,201 | $1,852 | 12/31/2023 | | Avestar Capital LLC | 17,895 | $1,821 | 12/31/2023 | | ACWI | 17,895 | $1,821 | 12/31/2023 | | Adviser Investments LLC | 17,678 | $1,799 | 12/31/2023 | | ACWI | 17,678 | $1,799 | 12/31/2023 | | Roth Financial Partners LLC | 16,108 | $1,774 | 03/31/2024 | | ACWI | 16,108 | $1,774 | 03/31/2024 | | Cidel Asset Management Inc. | 17,131 | $1,743 | 12/31/2023 | | ACWI | 17,131 | $1,743 | 12/31/2023 | | Capital Investment Advisory Services LLC | 16,954 | $1,725 | 12/31/2023 | | ACWI | 16,954 | $1,725 | 12/31/2023 | | Pictet North America Advisors SA | 16,595 | $1,689 | 12/31/2023 | | ACWI | 16,595 | $1,689 | 12/31/2023 | | Unique Wealth LLC | 14,906 | $1,642 | 03/31/2024 | | ACWI | 14,906 | $1,642 | 03/31/2024 | | Chevy Chase Trust Holdings Inc. | 16,127 | $1,641 | 12/31/2023 | | ACWI | 16,127 | $1,641 | 12/31/2023 | | Midwest Heritage Bank FSB | 15,951 | $1,623 | 12/31/2023 | | ACWI | 15,951 | $1,623 | 12/31/2023 | | Relative Value Partners Group LLC | 15,889 | $1,617 | 12/31/2023 | | ACWI | 15,889 | $1,617 | 12/31/2023 | | Fifth Third Bancorp | 15,856 | $1,614 | 12/31/2023 | | ACWI | 15,856 | $1,614 | 12/31/2023 | | Sunflower Bank N.A. | 14,540 | $1,601 | 03/31/2024 | | ACWI | 14,540 | $1,601 | 03/31/2024 | | AMG National Trust Bank | 15,663 | $1,594 | 12/31/2023 | | ACWI | 15,663 | $1,594 | 12/31/2023 | | Quotient Wealth Partners LLC | 15,582 | $1,586 | 12/31/2023 | | ACWI | 15,582 | $1,586 | 12/31/2023 | | SYM FINANCIAL Corp | 15,390 | $1,566 | 12/31/2023 | | ACWI | 15,390 | $1,566 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 15,222 | $1,549 | 12/31/2023 | | ACWI | 15,222 | $1,549 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 15,094 | $1,536 | 12/31/2023 | | ACWI | 15,094 | $1,536 | 12/31/2023 | | Summit Trail Advisors LLC | 15,089 | $1,536 | 12/31/2023 | | ACWI | 15,089 | $1,536 | 12/31/2023 | | Astoria Strategic Wealth Inc. | 14,842 | $1,510 | 12/31/2023 | | ACWI | 14,842 | $1,510 | 12/31/2023 | | Edmond DE Rothschild Holding S.A. | 14,810 | $1,507 | 12/31/2023 | | ACWI | 14,810 | $1,507 | 12/31/2023 | | FinTrust Capital Advisors LLC | 14,766 | $1,503 | 12/31/2023 | | ACWI | 14,766 | $1,503 | 12/31/2023 | | OLD National Bancorp IN | 13,563 | $1,494 | 03/31/2024 | | ACWI | 13,563 | $1,494 | 03/31/2024 | | Haverford Trust Co. | 14,562 | $1,482 | 12/31/2023 | | ACWI | 14,562 | $1,482 | 12/31/2023 | | Fulcrum Equity Management | 14,461 | $1,472 | 12/31/2023 | | ACWI | 14,461 | $1,472 | 12/31/2023 | | Great Waters Wealth Management | 13,320 | $1,467 | 03/31/2024 | | ACWI | 13,320 | $1,467 | 03/31/2024 | | Pure Financial Advisors Inc. | 13,131 | $1,446 | 03/31/2024 | | ACWI | 13,131 | $1,446 | 03/31/2024 | | AdvisorNet Financial Inc | 12,956 | $1,427 | 03/31/2024 | | ACWI | 12,956 | $1,427 | 03/31/2024 | | Planning Capital Management Corp | 13,381 | $1,362 | 12/31/2023 | | ACWI | 13,381 | $1,362 | 12/31/2023 | | All Season Financial Advisors Inc. | 12,353 | $1,360 | 03/31/2024 | | ACWI | 12,353 | $1,360 | 03/31/2024 | | Stratos Wealth Partners LTD. | 12,074 | $1,330 | 03/31/2024 | | ACWI | 12,074 | $1,330 | 03/31/2024 | | Cantor Fitzgerald L. P. | 13,056 | $1,329 | 12/31/2023 | | ACWI | 13,056 | $1,329 | 12/31/2023 | | Financial Advocates Investment Management | 12,854 | $1,328 | 12/31/2023 | | ACWI | 12,854 | $1,328 | 12/31/2023 | | Nomura Asset Management Co. Ltd. | 13,015 | $1,325 | 12/31/2023 | | ACWI | 13,015 | $1,325 | 12/31/2023 | | Angeles Investment Advisors LLC | 13,000 | $1,323 | 12/31/2023 | | ACWI | 13,000 | $1,323 | 12/31/2023 | | Wetherby Asset Management Inc. | 12,832 | $1,306 | 12/31/2023 | | ACWI | 12,832 | $1,306 | 12/31/2023 | | Empirical Finance LLC | 12,489 | $1,271 | 12/31/2023 | | ACWI | 12,489 | $1,271 | 12/31/2023 | | Causeway Capital Management LLC | 12,347 | $1,257 | 12/31/2023 | | ACWI | 12,347 | $1,257 | 12/31/2023 | | Institutional & Family Asset Management LLC | 12,288 | $1,251 | 12/31/2023 | | ACWI | 12,288 | $1,251 | 12/31/2023 | | CIBC Private Wealth Group LLC | 12,203 | $1,242 | 12/31/2023 | | ACWI | 12,203 | $1,242 | 12/31/2023 | | Greystone Financial Group LLC | 12,204 | $1,242 | 12/31/2023 | | ACWI | 12,204 | $1,242 | 12/31/2023 | | Montecito Bank & Trust | 10,968 | $1,208 | 03/31/2024 | | ACWI | 10,968 | $1,208 | 03/31/2024 | | Cassia Capital Partners LLC | 11,704 | $1,191 | 12/31/2023 | | ACWI | 11,704 | $1,191 | 12/31/2023 | | Evergreen Capital Management LLC | 11,500 | $1,170 | 12/31/2023 | | ACWI | 11,500 | $1,170 | 12/31/2023 | | Sowell Financial Services LLC | 11,270 | $1,147 | 12/31/2023 | | ACWI | 11,270 | $1,147 | 12/31/2023 | | KCM Investment Advisors LLC | 11,155 | $1,135 | 12/31/2023 | | ACWI | 11,155 | $1,135 | 12/31/2023 | | Cherrydale Wealth Management LLC | 10,294 | $1,134 | 03/31/2024 | | ACWI | 10,294 | $1,134 | 03/31/2024 | | Janney Capital Management LLC | 11,053 | $1,125 | 12/31/2023 | | ACWI | 11,053 | $1,125 | 12/31/2023 | | First Citizens Bank & Trust Co. | 10,174 | $1,120 | 03/31/2024 | | ACWI | 10,174 | $1,120 | 03/31/2024 | | Henrickson Nauta Wealth Advisors Inc. | 10,301 | $1,116 | 03/31/2024 | | ACWI | 10,301 | $1,116 | 03/31/2024 | | Peregrine Asset Advisers Inc. | 10,857 | $1,105 | 12/31/2023 | | ACWI | 10,857 | $1,105 | 12/31/2023 | | K.J. Harrison & Partners Inc | 10,844 | $1,104 | 12/31/2023 | | ACWI | 10,844 | $1,104 | 12/31/2023 | | RSM US Wealth Management LLC | 10,843 | $1,103 | 12/31/2023 | | ACWI | 10,843 | $1,103 | 12/31/2023 | | Berkshire Asset Management LLC PA | 10,556 | $1,074 | 12/31/2023 | | ACWI | 10,556 | $1,074 | 12/31/2023 | | LVW Advisors LLC | 10,491 | $1,068 | 12/31/2023 | | ACWI | 10,491 | $1,068 | 12/31/2023 | | Trexquant Investment LP | 10,395 | $1,058 | 12/31/2023 | | ACWI | 10,395 | $1,058 | 12/31/2023 | | Columbus Macro LLC | 9,556 | $1,052 | 03/31/2024 | | ACWI | 9,556 | $1,052 | 03/31/2024 | | Sage Advisory Services Ltd.Co. | 10,291 | $1,047 | 12/31/2023 | | ACWI | 10,291 | $1,047 | 12/31/2023 | | Fiduciary Trust Co. | 10,134 | $1,031 | 12/31/2023 | | ACWI | 10,134 | $1,031 | 12/31/2023 | | JMG Financial Group Ltd. | 10,000 | $1,018 | 12/31/2023 | | ACWI | 10,000 | $1,018 | 12/31/2023 | | SIH Partners LLLP | 9,816 | $999 | 12/31/2023 | | ACWI | 9,816 | $999 | 12/31/2023 | | Stonebrook Private Inc. | 9,749 | $992 | 12/31/2023 | | ACWI | 9,749 | $992 | 12/31/2023 | | Cambiar Investors LLC | 9,596 | $977 | 12/31/2023 | | ACWI | 9,596 | $977 | 12/31/2023 | | Mycio Wealth Partners LLC | 9,599 | $977 | 12/31/2023 | | ACWI | 9,599 | $977 | 12/31/2023 | | Wellspring Financial Advisors LLC | 9,492 | $966 | 12/31/2023 | | ACWI | 9,492 | $966 | 12/31/2023 | | Valeo Financial Advisors LLC | 9,439 | $961 | 12/31/2023 | | ACWI | 9,439 | $961 | 12/31/2023 | | NBC Securities Inc. | 8,529 | $939 | 03/31/2024 | | ACWI | 8,529 | $939 | 03/31/2024 | | Boston Private Wealth LLC | 9,200 | $936 | 12/31/2023 | | ACWI | 9,200 | $936 | 12/31/2023 | | NewEdge Wealth LLC | 8,992 | $915 | 12/31/2023 | | ACWI | 8,992 | $915 | 12/31/2023 | | NTV Asset Management LLC | 8,822 | $898 | 12/31/2023 | | ACWI | 8,822 | $898 | 12/31/2023 | | Whittier Trust Co. | 8,706 | $886 | 12/31/2023 | | ACWI | 8,706 | $886 | 12/31/2023 | | Global Retirement Partners LLC | 8,796 | $884 | 12/31/2023 | | ACWI | 8,796 | $884 | 12/31/2023 | | Credit Suisse AG | 8,621 | $877 | 12/31/2023 | | ACWI | 8,621 | $877 | 12/31/2023 | | Steele Capital Management Inc. | 8,510 | $866 | 12/31/2023 | | ACWI | 8,510 | $866 | 12/31/2023 | | NavPoint Financial Inc. | 8,501 | $865 | 12/31/2023 | | ACWI | 8,501 | $865 | 12/31/2023 | | Aristotle Capital Management LLC | 8,467 | $862 | 12/31/2023 | | ACWI | 8,467 | $862 | 12/31/2023 | | Choate Investment Advisors | 8,408 | $856 | 12/31/2023 | | ACWI | 8,408 | $856 | 12/31/2023 | | GWM Advisors LLC | 8,362 | $853 | 12/31/2023 | | ACWI | 8,362 | $853 | 12/31/2023 | | Becker Capital Management Inc. | 8,300 | $845 | 12/31/2023 | | ACWI | 8,300 | $845 | 12/31/2023 | | Merit Financial Group LLC | 8,293 | $844 | 12/31/2023 | | ACWI | 8,293 | $844 | 12/31/2023 | | Sonoma Private Wealth LLC | 8,260 | $841 | 12/31/2023 | | ACWI | 8,260 | $841 | 12/31/2023 | | Capital Investment Advisors LLC | 7,604 | $837 | 03/31/2024 | | ACWI | 7,604 | $837 | 03/31/2024 | | Atlas Capital Advisors LLC | 7,574 | $834 | 03/31/2024 | | ACWI | 7,574 | $834 | 03/31/2024 | | Ameritas Advisory Services LLC | 7,989 | $833 | 12/31/2023 | | ACWI | 7,989 | $833 | 12/31/2023 | | Blair William & Co. IL | 8,175 | $832 | 12/31/2023 | | ACWI | 8,175 | $832 | 12/31/2023 | | Alhambra Investment Partners LLC | 7,533 | $830 | 03/31/2024 | | ACWI | 7,533 | $830 | 03/31/2024 | | Sheets Smith Wealth Management | 8,042 | $818 | 12/31/2023 | | ACWI | 8,042 | $818 | 12/31/2023 | | Private Advisor Group LLC | 7,992 | $813 | 12/31/2023 | | ACWI | 7,992 | $813 | 12/31/2023 | | Steel Peak Wealth Management LLC | 7,977 | $812 | 12/31/2023 | | ACWI | 7,977 | $812 | 12/31/2023 | | Criterion Capital Advisors LLC | 7,300 | $804 | 03/31/2024 | | ACWI | 7,300 | $804 | 03/31/2024 | | Fifth Third Wealth Advisors LLC | 7,300 | $804 | 03/31/2024 | | ACWI | 7,300 | $804 | 03/31/2024 | | Modus Advisors LLC | 7,262 | $800 | 03/31/2024 | | ACWI | 7,262 | $800 | 03/31/2024 | | Clearstead Advisors LLC | 7,858 | $800 | 12/31/2023 | | ACWI | 7,858 | $800 | 12/31/2023 | | Wealth Architects LLC | 7,740 | $788 | 12/31/2023 | | ACWI | 7,740 | $788 | 12/31/2023 | | Migdal Insurance & Financial Holdings Ltd. | 7,626 | $776 | 12/31/2023 | | ACWI | 7,626 | $776 | 12/31/2023 | | Sfmg LLC | 7,592 | $773 | 12/31/2023 | | ACWI | 7,592 | $773 | 12/31/2023 | | Wealthfront Advisers LLC | 7,588 | $772 | 12/31/2023 | | ACWI | 7,588 | $772 | 12/31/2023 | | Fort Washington Investment Advisors Inc. OH | 7,548 | $768 | 12/31/2023 | | ACWI | 7,548 | $768 | 12/31/2023 | | ST Germain D J Co. Inc. | 6,968 | $767 | 03/31/2024 | | ACWI | 6,968 | $767 | 03/31/2024 | | Commerce Bank | 7,456 | $759 | 12/31/2023 | | ACWI | 7,456 | $759 | 12/31/2023 | | Lee Danner & Bass Inc. | 7,422 | $755 | 12/31/2023 | | ACWI | 7,422 | $755 | 12/31/2023 | | New Republic Capital LLC | 7,406 | $754 | 12/31/2023 | | ACWI | 7,406 | $754 | 12/31/2023 | | GenTrust LLC | 7,367 | $750 | 12/31/2023 | | ACWI | 7,367 | $750 | 12/31/2023 | | Insigneo Advisory Services LLC | 7,266 | $739 | 12/31/2023 | | ACWI | 7,266 | $739 | 12/31/2023 | | Anchor Capital Advisors LLC | 7,255 | $738 | 12/31/2023 | | ACWI | 7,255 | $738 | 12/31/2023 | | Telemus Capital LLC | 7,123 | $725 | 12/31/2023 | | ACWI | 7,123 | $725 | 12/31/2023 | | Apeiron RIA LLC | 6,560 | $722 | 03/31/2024 | | ACWI | 6,560 | $722 | 03/31/2024 | | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 6,934 | $704 | 12/31/2023 | | ACWI | 6,934 | $704 | 12/31/2023 | | American Trust | 6,919 | $704 | 12/31/2023 | | ACWI | 6,919 | $704 | 12/31/2023 | | Gries Financial LLC | 6,892 | $701 | 12/31/2023 | | ACWI | 6,892 | $701 | 12/31/2023 | | Advisory Alpha LLC | 6,811 | $693 | 12/31/2023 | | ACWI | 6,811 | $693 | 12/31/2023 | | Prio Wealth Limited Partnership | 6,626 | $674 | 12/31/2023 | | ACWI | 6,626 | $674 | 12/31/2023 | | BCJ Capital Management LLC | 6,546 | $666 | 12/31/2023 | | ACWI | 6,546 | $666 | 12/31/2023 | | Benchmark Investment Advisors LLC | 6,546 | $666 | 12/31/2023 | | ACWI | 6,546 | $666 | 12/31/2023 | | Patten Group Inc. | 6,008 | $662 | 03/31/2024 | | ACWI | 6,008 | $662 | 03/31/2024 | | IFP Advisors Inc | 6,489 | $660 | 12/31/2023 | | ACWI | 6,489 | $660 | 12/31/2023 | | Metis Global Partners LLC | 6,472 | $659 | 12/31/2023 | | ACWI | 6,472 | $659 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 6,457 | $657 | 12/31/2023 | | ACWI | 6,457 | $657 | 12/31/2023 | | Apollon Wealth Management LLC | 6,396 | $651 | 12/31/2023 | | ACWI | 6,396 | $651 | 12/31/2023 | | Bailard Inc. | 6,367 | $648 | 12/31/2023 | | ACWI | 6,367 | $648 | 12/31/2023 | | Ballew Advisors Inc | 5,888 | $638 | 03/31/2024 | | ACWI | 5,888 | $638 | 03/31/2024 | | Stonehage Fleming Financial Services Holdings Ltd | 6,269 | $638 | 12/31/2023 | | ACWI | 6,269 | $638 | 12/31/2023 | | Rain Capital Management LLC | 6,199 | $631 | 12/31/2023 | | ACWI | 6,199 | $631 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 6,118 | $623 | 12/31/2023 | | ACWI | 6,118 | $623 | 12/31/2023 | | Quantitative Strategies Inc. | 6,072 | $618 | 12/31/2023 | | ACWI | 6,072 | $618 | 12/31/2023 | | Highland Capital Management LLC | 6,040 | $615 | 12/31/2023 | | ACWI | 6,040 | $615 | 12/31/2023 | | Savant Capital LLC | 5,988 | $609 | 12/31/2023 | | ACWI | 5,988 | $609 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 5,938 | $604 | 12/31/2023 | | ACWI | 5,938 | $604 | 12/31/2023 | | Vident Advisory LLC | 5,869 | $597 | 12/31/2023 | | ACWI | 5,869 | $597 | 12/31/2023 | | Joel Isaacson & Co. LLC | 5,828 | $593 | 12/31/2023 | | ACWI | 5,828 | $593 | 12/31/2023 | | Edgestream Partners L.P. | 5,695 | $580 | 12/31/2023 | | ACWI | 5,695 | $580 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,631 | $573 | 12/31/2023 | | ACWI | 5,631 | $573 | 12/31/2023 | | Magnus Financial Group LLC | 5,516 | $561 | 12/31/2023 | | ACWI | 5,516 | $561 | 12/31/2023 | | Beacon Pointe Advisors LLC | 5,477 | $557 | 12/31/2023 | | ACWI | 5,477 | $557 | 12/31/2023 | | Ifrah Financial Services Inc. | 5,461 | $556 | 12/31/2023 | | ACWI | 5,461 | $556 | 12/31/2023 | | Altfest L J & Co. Inc. | 5,454 | $555 | 12/31/2023 | | ACWI | 5,454 | $555 | 12/31/2023 | | First Citizens Asset Management Inc. | 5,433 | $553 | 12/31/2023 | | ACWI | 5,433 | $553 | 12/31/2023 | | Evolution Wealth Advisors LLC | 5,423 | $552 | 12/31/2023 | | ACWI | 5,423 | $552 | 12/31/2023 | | GDS Wealth Management | 5,415 | $551 | 12/31/2023 | | ACWI | 5,415 | $551 | 12/31/2023 | | Aaron Wealth Advisors | 5,366 | $546 | 12/31/2023 | | ACWI | 5,366 | $546 | 12/31/2023 | | AlphaStar Capital Management LLC | 5,354 | $545 | 12/31/2023 | | ACWI | 5,354 | $545 | 12/31/2023 | | Orion Portfolio Solutions LLC | 5,321 | $539 | 12/31/2023 | | ACWI | 5,321 | $539 | 12/31/2023 | | Perigon Wealth Management LLC | 5,221 | $531 | 12/31/2023 | | ACWI | 5,221 | $531 | 12/31/2023 | | Mutual Advisors LLC | 5,192 | $528 | 12/31/2023 | | ACWI | 5,192 | $528 | 12/31/2023 | | Rather & Kittrell Inc. | 5,166 | $526 | 12/31/2023 | | ACWI | 5,166 | $526 | 12/31/2023 | | Courage Miller Partners LLC | 4,750 | $523 | 03/31/2024 | | ACWI | 4,750 | $523 | 03/31/2024 | | Baird Financial Group Inc. | 5,132 | $522 | 12/31/2023 | | ACWI | 5,132 | $522 | 12/31/2023 | | Cetera Advisors LLC | 5,113 | $520 | 12/31/2023 | | ACWI | 5,113 | $520 | 12/31/2023 | | New York Life Investment Management LLC | 5,100 | $519 | 12/31/2023 | | ACWI | 5,100 | $519 | 12/31/2023 | | New Capital Management LP | 4,648 | $512 | 03/31/2024 | | ACWI | 4,648 | $512 | 03/31/2024 | | Apella Capital LLC | 4,629 | $507 | 03/31/2024 | | ACWI | 4,629 | $507 | 03/31/2024 | | RFG Advisory LLC | 4,574 | $504 | 03/31/2024 | | ACWI | 4,574 | $504 | 03/31/2024 | | Syntegra Private Wealth Group LLC | 4,902 | $499 | 12/31/2023 | | ACWI | 4,902 | $499 | 12/31/2023 | | Client 1ST Advisory Group LLC | 4,817 | $490 | 12/31/2023 | | ACWI | 4,817 | $490 | 12/31/2023 | | Chicago Partners Investment Group LLC | 4,738 | $485 | 12/31/2023 | | ACWI | 4,738 | $485 | 12/31/2023 | | Hemington Wealth Management | 4,703 | $479 | 12/31/2023 | | ACWI | 4,703 | $479 | 12/31/2023 | | Wolverine Trading LLC | | $478 | 12/31/2023 | | Call | 4,700 | $478 | 12/31/2023 | | Mather Group LLC. | 4,654 | $474 | 03/31/2024 | | ACWI | 4,654 | $474 | 03/31/2024 | | SCS Capital Management LLC | 4,638 | $472 | 12/31/2023 | | ACWI | 4,638 | $472 | 12/31/2023 | | Belmont Capital LLC | 4,630 | $471 | 12/31/2023 | | ACWI | 4,630 | $471 | 12/31/2023 | | Naples Global Advisors LLC | 4,610 | $469 | 12/31/2023 | | ACWI | 4,610 | $469 | 12/31/2023 | | Bellwether Advisors LLC | 4,605 | $469 | 12/31/2023 | | ACWI | 4,605 | $469 | 12/31/2023 | | Cutler Group LP | | $461 | 12/31/2023 | | ACWI | 3,463 | $352 | 12/31/2023 | | Call | 12,300 | $111 | 12/31/2023 | | Put | 14,800 | $2 | 12/31/2023 | | Hoxton Planning & Management LLC | 4,101 | $452 | 03/31/2024 | | ACWI | 4,101 | $452 | 03/31/2024 | | Financial Advisory Corp UT ADV | 4,422 | $450 | 12/31/2023 | | ACWI | 4,422 | $450 | 12/31/2023 | | Souders Financial Advisors | 4,370 | $445 | 12/31/2023 | | ACWI | 4,370 | $445 | 12/31/2023 | | Regatta Capital Group LLC | 4,369 | $445 | 12/31/2023 | | ACWI | 4,369 | $445 | 12/31/2023 | | ONE Advisory Partners LLC | 3,966 | $437 | 03/31/2024 | | ACWI | 3,966 | $437 | 03/31/2024 | | Keybank National Association OH | 4,204 | $428 | 12/31/2023 | | ACWI | 4,204 | $428 | 12/31/2023 | | Stock Yards Bank & Trust Co. | 4,200 | $427 | 12/31/2023 | | ACWI | 4,200 | $427 | 12/31/2023 | | J.W. Cole Advisors Inc. | 4,197 | $427 | 12/31/2023 | | ACWI | 4,197 | $427 | 12/31/2023 | | Stephens Inc. AR | 4,131 | $420 | 12/31/2023 | | ACWI | 4,131 | $420 | 12/31/2023 | | Essex Financial Services Inc. | 4,114 | $419 | 12/31/2023 | | ACWI | 4,114 | $419 | 12/31/2023 | | Regions Financial Corp | 4,110 | $418 | 12/31/2023 | | ACWI | 4,110 | $418 | 12/31/2023 | | Archford Capital Strategies LLC | 4,084 | $416 | 12/31/2023 | | ACWI | 4,084 | $416 | 12/31/2023 | | Catalytic Wealth RIA LLC | 4,063 | $413 | 12/31/2023 | | ACWI | 4,063 | $413 | 12/31/2023 | | Winthrop Advisory Group LLC | 3,746 | $412 | 03/31/2024 | | ACWI | 3,746 | $412 | 03/31/2024 | | Clearview Wealth Advisors LLC | 3,742 | $412 | 03/31/2024 | | ACWI | 3,742 | $412 | 03/31/2024 | | Advisory Services Network LLC | 4,012 | $408 | 12/31/2023 | | ACWI | 4,012 | $408 | 12/31/2023 | | Edge Capital Group LLC | 4,006 | $408 | 12/31/2023 | | ACWI | 4,006 | $408 | 12/31/2023 | | JFG Wealth Management LLC | 4,001 | $407 | 12/31/2023 | | ACWI | 4,001 | $407 | 12/31/2023 | | Psagot Value Holdings Ltd. Israel | 4,000 | $407 | 12/31/2023 | | ACWI | 4,000 | $407 | 12/31/2023 | | Putnam FL Investment Management Co. | 3,947 | $402 | 12/31/2023 | | ACWI | 3,947 | $402 | 12/31/2023 | | LGT Financial Advisors LLC | 3,926 | $400 | 12/31/2023 | | ACWI | 3,926 | $400 | 12/31/2023 | | Arden Trust Co | 3,567 | $393 | 03/31/2024 | | ACWI | 3,567 | $393 | 03/31/2024 | | SeaBridge Investment Advisors LLC | 3,857 | $393 | 12/31/2023 | | ACWI | 3,857 | $393 | 12/31/2023 | | Prospera Financial Services Inc | 3,841 | $391 | 12/31/2023 | | ACWI | 3,841 | $391 | 12/31/2023 | | Phillips Wealth Planners LLC | 3,811 | $384 | 12/31/2023 | | ACWI | 3,811 | $384 | 12/31/2023 | | Cape ANN Savings Bank | 3,713 | $379 | 12/31/2023 | | ACWI | 3,713 | $379 | 12/31/2023 | | Northwest Wealth Management LLC | 3,688 | $375 | 12/31/2023 | | ACWI | 3,688 | $375 | 12/31/2023 | | Hoylecohen LLC | 3,611 | $367 | 12/31/2023 | | ACWI | 3,611 | $367 | 12/31/2023 | | Americana Partners LLC | 3,588 | $365 | 12/31/2023 | | ACWI | 3,588 | $365 | 12/31/2023 | | UMB Bank N A MO | 3,520 | $358 | 12/31/2023 | | ACWI | 3,520 | $358 | 12/31/2023 | | Hancock Whitney Corp | 3,485 | $355 | 12/31/2023 | | ACWI | 3,485 | $355 | 12/31/2023 | | Y.D. More Investments Ltd | 3,497 | $355 | 12/31/2023 | | ACWI | 3,497 | $355 | 12/31/2023 | | Axxcess Wealth Management LLC | 3,478 | $354 | 12/31/2023 | | ACWI | 3,478 | $354 | 12/31/2023 | | Eight 31 Financial LLC | 3,449 | $351 | 12/31/2023 | | ACWI | 3,449 | $351 | 12/31/2023 | | Thoroughbred Financial Services LLC | 3,427 | $348 | 12/31/2023 | | ACWI | 3,427 | $348 | 12/31/2023 | | MAI Capital Management | 3,379 | $344 | 12/31/2023 | | ACWI | 3,379 | $344 | 12/31/2023 | | Analyst IMS Investment Management Services Ltd. | 3,360 | $342 | 12/31/2023 | | ACWI | 3,360 | $342 | 12/31/2023 | | Summit Financial Group Inc. | 3,092 | $341 | 03/31/2024 | | ACWI | 3,092 | $341 | 03/31/2024 | | Garde Capital Inc. | 3,344 | $340 | 12/31/2023 | | ACWI | 3,344 | $340 | 12/31/2023 | | Kestra Advisory Services LLC | 3,337 | $340 | 12/31/2023 | | ACWI | 3,337 | $340 | 12/31/2023 | | Capasso Planning Partners LLC | 3,307 | $337 | 12/31/2023 | | ACWI | 3,307 | $337 | 12/31/2023 | | Brand Asset Management Group Inc. | 3,292 | $335 | 12/31/2023 | | ACWI | 3,292 | $335 | 12/31/2023 | | Hamilton Wealth LLC | 3,276 | $333 | 12/31/2023 | | ACWI | 3,276 | $333 | 12/31/2023 | | Modera Wealth Management LLC | 3,244 | $330 | 12/31/2023 | | ACWI | 3,244 | $330 | 12/31/2023 | | Proequities Inc. | 3,224 | $328 | 12/31/2023 | | ACWI | 3,224 | $328 | 12/31/2023 | | Peterson Financial Group Inc. | 3,219 | $328 | 12/31/2023 | | ACWI | 3,219 | $328 | 12/31/2023 | | Sharkey Howes & Javer | 3,212 | $327 | 12/31/2023 | | ACWI | 3,212 | $327 | 12/31/2023 | | Greenup Street Wealth Management LLC | 3,216 | $327 | 12/31/2023 | | ACWI | 3,216 | $327 | 12/31/2023 | | Zurich Insurance Group Ltd FI | 3,209 | $326 | 12/31/2023 | | ACWI | 3,209 | $326 | 12/31/2023 | | DiMeo Schneider & Associates L.L.C. | 3,135 | $319 | 12/31/2023 | | ACWI | 3,135 | $319 | 12/31/2023 | | Sequent Asset Management LLC | 2,873 | $316 | 03/31/2024 | | ACWI | 2,873 | $316 | 03/31/2024 | | GM Advisory Group Inc. | 3,091 | $315 | 12/31/2023 | | ACWI | 3,091 | $315 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 3,096 | $315 | 12/31/2023 | | ACWI | 3,096 | $315 | 12/31/2023 | | Pine Valley Investments Ltd Liability Co | 3,071 | $313 | 12/31/2023 | | ACWI | 3,071 | $313 | 12/31/2023 | | Alpha Cubed Investments LLC | 3,069 | $312 | 12/31/2023 | | ACWI | 3,069 | $312 | 12/31/2023 | | Solstein Capital LLC | 3,045 | $310 | 12/31/2023 | | ACWI | 3,045 | $310 | 12/31/2023 | | Oak Harbor Wealth Partners LLC | 3,000 | $305 | 12/31/2023 | | ACWI | 3,000 | $305 | 12/31/2023 | | HBK Sorce Advisory LLC | 2,972 | $302 | 12/31/2023 | | ACWI | 2,972 | $302 | 12/31/2023 | | Mattern Capital Management LLC | 2,970 | $302 | 12/31/2023 | | ACWI | 2,970 | $302 | 12/31/2023 | | Blue Edge Capital LLC | 2,954 | $301 | 12/31/2023 | | ACWI | 2,954 | $301 | 12/31/2023 | | Essex Savings Bank | 2,956 | $301 | 12/31/2023 | | ACWI | 2,956 | $301 | 12/31/2023 | | Country Club Bank GFN | 2,915 | $297 | 12/31/2023 | | ACWI | 2,915 | $297 | 12/31/2023 | | Navellier & Associates Inc | 2,914 | $297 | 12/31/2023 | | ACWI | 2,914 | $297 | 12/31/2023 | | Rossmore Private Capital | 2,900 | $295 | 12/31/2023 | | ACWI | 2,900 | $295 | 12/31/2023 | | Weil Company Inc. | 2,890 | $294 | 12/31/2023 | | ACWI | 2,890 | $294 | 12/31/2023 | | Sei Investments Co. | 2,862 | $291 | 12/31/2023 | | ACWI | 2,862 | $291 | 12/31/2023 | | Shelton Capital Management | 2,860 | $291 | 12/31/2023 | | ACWI | 2,860 | $291 | 12/31/2023 | | Integrated Wealth Concepts LLC | 2,853 | $290 | 12/31/2023 | | ACWI | 2,853 | $290 | 12/31/2023 | | Spire Wealth Management | 2,812 | $286 | 12/31/2023 | | ACWI | 2,812 | $286 | 12/31/2023 | | Friedenthal Financial | 2,769 | $282 | 12/31/2023 | | ACWI | 2,769 | $282 | 12/31/2023 | | Twin Focus Capital Partners LLC | 2,735 | $278 | 12/31/2023 | | ACWI | 2,735 | $278 | 12/31/2023 | | Regal Investment Advisors LLC | 2,727 | $278 | 12/31/2023 | | ACWI | 2,727 | $278 | 12/31/2023 | | Global Strategic Investment Solutions LLC | 2,717 | $277 | 12/31/2023 | | ACWI | 2,717 | $277 | 12/31/2023 | | Portland Global Advisors LLC | 2,714 | $276 | 12/31/2023 | | ACWI | 2,714 | $276 | 12/31/2023 | | IHT Wealth Management LLC | 2,710 | $276 | 12/31/2023 | | ACWI | 2,710 | $276 | 12/31/2023 | | Golden State Equity Partners | 2,667 | $271 | 12/31/2023 | | ACWI | 2,667 | $271 | 12/31/2023 | | Change Path LLC | 2,647 | $269 | 12/31/2023 | | ACWI | 2,647 | $269 | 12/31/2023 | | Wealthsource Partners LLC | 2,603 | $265 | 12/31/2023 | | ACWI | 2,603 | $265 | 12/31/2023 | | David Loasby | 2,642 | $264 | 12/31/2023 | | ACWI | 2,642 | $264 | 12/31/2023 | | Ruggaard & Associates LLC | 2,593 | $264 | 12/31/2023 | | ACWI | 2,593 | $264 | 12/31/2023 | | Mount Yale Investment Advisors LLC | 2,579 | $262 | 12/31/2023 | | ACWI | 2,579 | $262 | 12/31/2023 | | Farther Finance Advisors LLC | 2,560 | $261 | 12/31/2023 | | ACWI | 2,560 | $261 | 12/31/2023 | | Total Clarity Wealth Management Inc. | 2,550 | $260 | 12/31/2023 | | ACWI | 2,550 | $260 | 12/31/2023 | | M&T Bank Corp | 2,545 | $259 | 12/31/2023 | | ACWI | 2,545 | $259 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 2,339 | $258 | 03/31/2024 | | ACWI | 2,339 | $258 | 03/31/2024 | | Thrivent Financial for Lutherans | 2,513 | $256 | 12/31/2023 | | ACWI | 2,513 | $256 | 12/31/2023 | | Secured Retirement Advisors LLC | 2,504 | $255 | 12/31/2023 | | ACWI | 2,504 | $255 | 12/31/2023 | | Seven Post Investment Office LP | 2,488 | $253 | 12/31/2023 | | ACWI | 2,488 | $253 | 12/31/2023 | | Princeton Global Asset Management LLC | 2,479 | $252 | 12/31/2023 | | ACWI | 2,479 | $252 | 12/31/2023 | | RPg Family Wealth Advisory LLC | 2,470 | $251 | 12/31/2023 | | ACWI | 2,470 | $251 | 12/31/2023 | | Heritage Wealth Management LLC | 2,463 | $251 | 12/31/2023 | | ACWI | 2,463 | $251 | 12/31/2023 | | Sapient Capital LLC | 2,466 | $251 | 12/31/2023 | | ACWI | 2,466 | $251 | 12/31/2023 | | Sigma Planning Corp | 2,437 | $248 | 12/31/2023 | | ACWI | 2,437 | $248 | 12/31/2023 | | Northeast Financial Consultants Inc | 2,421 | $246 | 12/31/2023 | | ACWI | 2,421 | $246 | 12/31/2023 | | Provident Wealth Management LLC | 2,417 | $246 | 12/31/2023 | | ACWI | 2,417 | $246 | 12/31/2023 | | Chesley Taft & Associates LLC | 2,220 | $244 | 03/31/2024 | | ACWI | 2,220 | $244 | 03/31/2024 | | Modern Wealth Management LLC | 2,401 | $244 | 12/31/2023 | | ACWI | 2,401 | $244 | 12/31/2023 | | Highlander Partners L.P. | 2,360 | $240 | 12/31/2023 | | ACWI | 2,360 | $240 | 12/31/2023 | | Dentgroup LLC | 2,171 | $239 | 03/31/2024 | | ACWI | 2,171 | $239 | 03/31/2024 | | Maryland Capital Advisors Inc. | 2,130 | $235 | 03/31/2024 | | ACWI | 2,130 | $235 | 03/31/2024 | | Summit Financial Strategies Inc. | 2,306 | $235 | 12/31/2023 | | ACWI | 2,306 | $235 | 12/31/2023 | | Eagle Strategies LLC | 2,312 | $235 | 12/31/2023 | | ACWI | 2,312 | $235 | 12/31/2023 | | Menora Mivtachim Holdings LTD. | 2,290 | $233 | 12/31/2023 | | ACWI | 2,290 | $233 | 12/31/2023 | | Traction Financial Partners LLC | 2,277 | $232 | 12/31/2023 | | ACWI | 2,277 | $232 | 12/31/2023 | | Traveka Wealth LLC | 2,096 | $231 | 03/31/2024 | | ACWI | 2,096 | $231 | 03/31/2024 | | AA Financial Advisors LLC | 2,274 | $231 | 12/31/2023 | | ACWI | 2,274 | $231 | 12/31/2023 | | Inscription Capital LLC | 2,082 | $228 | 03/31/2024 | | ACWI | 2,082 | $228 | 03/31/2024 | | Grayhawk Investment Strategies Inc. | 2,240 | $228 | 12/31/2023 | | ACWI | 2,240 | $228 | 12/31/2023 | | PDS Planning Inc | 2,222 | $226 | 12/31/2023 | | ACWI | 2,222 | $226 | 12/31/2023 | | Ironwood Wealth Management LLC. | 2,035 | $224 | 03/31/2024 | | ACWI | 2,035 | $224 | 03/31/2024 | | Visionary Wealth Advisors | 2,189 | $223 | 12/31/2023 | | ACWI | 2,189 | $223 | 12/31/2023 | | Wedbush Securities Inc. | 2,172 | $221 | 12/31/2023 | | ACWI | 2,172 | $221 | 12/31/2023 | | Schneider Downs Wealth Management Advisors LP | 2,167 | $221 | 12/31/2023 | | ACWI | 2,167 | $221 | 12/31/2023 | | Orin Green Financial LLC | 2,147 | $218 | 12/31/2023 | | ACWI | 2,147 | $218 | 12/31/2023 | | Consolidated Planning Corp | 2,128 | $217 | 12/31/2023 | | ACWI | 2,128 | $217 | 12/31/2023 | | Smith Anglin Financial LLC | 2,120 | $216 | 12/31/2023 | | ACWI | 2,120 | $216 | 12/31/2023 | | Battery Global Advisors LLC | 2,102 | $214 | 12/31/2023 | | ACWI | 2,102 | $214 | 12/31/2023 | | Vista Capital Partners Inc. | 2,077 | $211 | 12/31/2023 | | ACWI | 2,077 | $211 | 12/31/2023 | | Blue Chip Partners Inc. | 2,051 | $209 | 12/31/2023 | | ACWI | 2,051 | $209 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 2,010 | $205 | 12/31/2023 | | ACWI | 2,010 | $205 | 12/31/2023 | | Rehmann Capital Advisory Group | 2,011 | $205 | 12/31/2023 | | ACWI | 2,011 | $205 | 12/31/2023 | | Port Capital LLC | 2,000 | $204 | 12/31/2023 | | ACWI | 2,000 | $204 | 12/31/2023 | | Elevatus Welath Management | 2,006 | $204 | 12/31/2023 | | ACWI | 2,006 | $204 | 12/31/2023 | | MV Capital Management Inc. | 1,797 | $183 | 12/31/2023 | | ACWI | 1,797 | $183 | 12/31/2023 | | Private Trust Co. NA | 1,634 | $166 | 12/31/2023 | | ACWI | 1,634 | $166 | 12/31/2023 | | Cardiff Park Advisors LLC | 1,598 | $163 | 12/31/2023 | | ACWI | 1,598 | $163 | 12/31/2023 | | Harbour Investments Inc. | 1,494 | $152 | 12/31/2023 | | ACWI | 1,494 | $152 | 12/31/2023 | | Macroview Investment Management LLC | 1,472 | $150 | 12/31/2023 | | ACWI | 1,472 | $150 | 12/31/2023 | | Bank of New Hampshire | 1,339 | $147 | 03/31/2024 | | ACWI | 1,339 | $147 | 03/31/2024 | | Allworth Financial LP | 1,433 | $146 | 12/31/2023 | | ACWI | 1,433 | $146 | 12/31/2023 | | Huntington National Bank | 1,334 | $136 | 12/31/2023 | | ACWI | 1,334 | $136 | 12/31/2023 | | FSA Wealth Management LLC | 1,316 | $134 | 12/31/2023 | | ACWI | 1,316 | $134 | 12/31/2023 | | MayTech Global Investments LLC | 1,273 | $130 | 12/31/2023 | | ACWI | 1,273 | $130 | 12/31/2023 | | Financial Advisory Service Inc. | 1,254 | $128 | 12/31/2023 | | ACWI | 1,254 | $128 | 12/31/2023 | | GeoWealth Management LLC | 1,201 | $122 | 12/31/2023 | | ACWI | 1,201 | $122 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 1,195 | $122 | 12/31/2023 | | ACWI | 1,195 | $122 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 1,162 | $118 | 12/31/2023 | | ACWI | 1,162 | $118 | 12/31/2023 | | Smartleaf Asset Management LLC | 1,150 | $117 | 12/31/2023 | | ACWI | 1,150 | $117 | 12/31/2023 | | Baystate Wealth Management LLC | 1,059 | $108 | 12/31/2023 | | ACWI | 1,059 | $108 | 12/31/2023 | | Valley National Advisers Inc. | 1,044 | $106 | 12/31/2023 | | ACWI | 1,044 | $106 | 12/31/2023 | | Sachetta LLC | 1,027 | $105 | 12/31/2023 | | ACWI | 1,027 | $105 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 1,001 | $102 | 12/31/2023 | | ACWI | 1,001 | $102 | 12/31/2023 | | Simplex Trading LLC | 986 | $100 | 12/31/2023 | | ACWI | 986 | $100 | 12/31/2023 | | Cedar Wealth Management LLC | 965 | $98 | 12/31/2023 | | ACWI | 965 | $98 | 12/31/2023 | | Gould Capital LLC | 889 | $90 | 12/31/2023 | | ACWI | 889 | $90 | 12/31/2023 | | Scarborough Advisors LLC | 877 | $89 | 12/31/2023 | | ACWI | 877 | $89 | 12/31/2023 | | Castleview Partners LLC | 836 | $85 | 12/31/2023 | | ACWI | 836 | $85 | 12/31/2023 | | HighMark Wealth Management LLC | 835 | $85 | 12/31/2023 | | ACWI | 835 | $85 | 12/31/2023 | | TD Waterhouse Canada Inc. | 850 | $85 | 12/31/2023 | | ACWI | 850 | $85 | 12/31/2023 | | Crewe Advisors LLC | 811 | $83 | 12/31/2023 | | ACWI | 811 | $83 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 737 | $75 | 12/31/2023 | | ACWI | 737 | $75 | 12/31/2023 | | Gradient Investments LLC | 728 | $74 | 12/31/2023 | | ACWI | 728 | $74 | 12/31/2023 | | Headlands Technologies LLC | 714 | $73 | 12/31/2023 | | ACWI | 714 | $73 | 12/31/2023 | | Brown Brothers Harriman & Co. | 695 | $71 | 12/31/2023 | | ACWI | 695 | $71 | 12/31/2023 | | CVA Family Office LLC | 594 | $65 | 03/31/2024 | | ACWI | 594 | $65 | 03/31/2024 | | Tortoise Investment Management LLC | 628 | $64 | 12/31/2023 | | ACWI | 628 | $64 | 12/31/2023 | | BigSur Wealth Management LLC | 600 | $61 | 12/31/2023 | | ACWI | 600 | $61 | 12/31/2023 | | First Horizon Advisors Inc. | 581 | $59 | 12/31/2023 | | ACWI | 581 | $59 | 12/31/2023 | | Eagle Bay Advisors LLC | 552 | $56 | 12/31/2023 | | ACWI | 552 | $56 | 12/31/2023 | | Strategic Wealth Partners Group LLC | 532 | $54 | 12/31/2023 | | ACWI | 532 | $54 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 535 | $54 | 12/31/2023 | | ACWI | 535 | $54 | 12/31/2023 | | Element Wealth LLC | 512 | $52 | 12/31/2023 | | ACWI | 512 | $52 | 12/31/2023 | | CNB Bank | 500 | $51 | 12/31/2023 | | ACWI | 500 | $51 | 12/31/2023 | | Anchor Investment Management LLC | 462 | $47 | 12/31/2023 | | ACWI | 462 | $47 | 12/31/2023 | | Tower Research Capital LLC TRC | 448 | $46 | 12/31/2023 | | ACWI | 448 | $46 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 439 | $45 | 12/31/2023 | | ACWI | 439 | $45 | 12/31/2023 | | Vima LLC | 411 | $42 | 12/31/2023 | | ACWI | 411 | $42 | 12/31/2023 | | Richard Bernstein Advisors LLC | 350 | $36 | 12/31/2023 | | ACWI | 350 | $36 | 12/31/2023 | | Level Financial Advisors Inc. | 353 | $36 | 12/31/2023 | | ACWI | 353 | $36 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 340 | $35 | 12/31/2023 | | ACWI | 340 | $35 | 12/31/2023 | | American Capital Advisory LLC | 329 | $34 | 12/31/2023 | | ACWI | 329 | $34 | 12/31/2023 | | HM Payson & Co. | 325 | $33 | 12/31/2023 | | ACWI | 325 | $33 | 12/31/2023 | | Principal Securities Inc. | 302 | $31 | 12/31/2023 | | ACWI | 302 | $31 | 12/31/2023 | | South State CORP. | 291 | $30 | 12/31/2023 | | ACWI | 291 | $30 | 12/31/2023 | | DB Fitzpatrick & Co Inc | 293 | $30 | 12/31/2023 | | ACWI | 293 | $30 | 12/31/2023 | | Joseph Group Capital Management | 293 | $30 | 12/31/2023 | | ACWI | 293 | $30 | 12/31/2023 | | Morris Financial Concepts Inc. | 253 | $26 | 12/31/2023 | | ACWI | 253 | $26 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 250 | $25 | 12/31/2023 | | ACWI | 250 | $25 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 233 | $24 | 12/31/2023 | | ACWI | 233 | $24 | 12/31/2023 | | Life Planning Partners Inc | 223 | $23 | 12/31/2023 | | ACWI | 223 | $23 | 12/31/2023 | | Disciplina Capital Management LLC | 227 | $23 | 12/31/2023 | | ACWI | 227 | $23 | 12/31/2023 | | Westside Investment Management Inc. | 205 | $21 | 12/31/2023 | | ACWI | 205 | $21 | 12/31/2023 | | Winch Advisory Services LLC | 177 | $18 | 12/31/2023 | | ACWI | 177 | $18 | 12/31/2023 | | Windsor Advisory Group LLC | 178 | $18 | 12/31/2023 | | ACWI | 178 | $18 | 12/31/2023 | | Family Asset Management LLC | 180 | $18 | 12/31/2023 | | ACWI | 180 | $18 | 12/31/2023 | | Main Street Group LTD | 170 | $17 | 12/31/2023 | | ACWI | 170 | $17 | 12/31/2023 | | Trivant Custom Portfolio Group LLC | 137 | $15 | 03/31/2024 | | ACWI | 137 | $15 | 03/31/2024 | | Plante Moran Financial Advisors LLC | 151 | $15 | 12/31/2023 | | ACWI | 151 | $15 | 12/31/2023 | | Vermillion & White Wealth Management Group LLC | 125 | $13 | 12/31/2023 | | ACWI | 125 | $13 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 122 | $12 | 12/31/2023 | | ACWI | 122 | $12 | 12/31/2023 | | Venturi Wealth Management LLC | 106 | $11 | 12/31/2023 | | ACWI | 106 | $11 | 12/31/2023 | | Clear Street Markets LLC | 101 | $10 | 12/31/2023 | | ACWI | 101 | $10 | 12/31/2023 | | SJS Investment Consulting Inc. | 95 | $10 | 12/31/2023 | | ACWI | 95 | $10 | 12/31/2023 | | Private Ocean LLC | 85 | $9 | 03/31/2024 | | ACWI | 85 | $9 | 03/31/2024 | | Hazlett Burt & Watson Inc. | 91 | $9 | 12/31/2023 | | ACWI | 91 | $9 | 12/31/2023 | | Delta Asset Management LLC TN | 85 | $9 | 12/31/2023 | | ACWI | 85 | $9 | 12/31/2023 | | Hollencrest Capital Management | 76 | $8 | 12/31/2023 | | ACWI | 76 | $8 | 12/31/2023 | | Paladin Advisory Group LLC | 78 | $8 | 12/31/2023 | | ACWI | 78 | $8 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 77 | $8 | 12/31/2023 | | ACWI | 77 | $8 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 75 | $8 | 12/31/2023 | | ACWI | 75 | $8 | 12/31/2023 | | Lindbrook Capital LLC | 70 | $7 | 12/31/2023 | | ACWI | 70 | $7 | 12/31/2023 | | Sandy Spring Bank | 60 | $6 | 12/31/2023 | | ACWI | 60 | $6 | 12/31/2023 | | Dunhill Financial LLC | 62 | $6 | 12/31/2023 | | ACWI | 62 | $6 | 12/31/2023 | | Tucker Asset Management LLC | 50 | $5 | 12/31/2023 | | ACWI | 50 | $5 | 12/31/2023 | | Beacon Capital Management LLC | 46 | $5 | 12/31/2023 | | ACWI | 46 | $5 | 12/31/2023 | | Clear Investment Research LLC | 35 | $4 | 12/31/2023 | | ACWI | 35 | $4 | 12/31/2023 | | Aptus Capital Advisors LLC | 36 | $4 | 12/31/2023 | | ACWI | 36 | $4 | 12/31/2023 | | ORG Partners LLC | 38 | $4 | 12/31/2023 | | ACWI | 38 | $4 | 12/31/2023 | | Annapolis Financial Services LLC | 28 | $3 | 03/31/2024 | | ACWI | 28 | $3 | 03/31/2024 | | Howe & Rusling Inc. | 28 | $3 | 12/31/2023 | | ACWI | 28 | $3 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 27 | $3 | 12/31/2023 | | ACWI | 27 | $3 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 29 | $3 | 12/31/2023 | | ACWI | 29 | $3 | 12/31/2023 | | Operose Advisors LLC | 30 | $3 | 12/31/2023 | | ACWI | 30 | $3 | 12/31/2023 | | Quent Capital LLC | 31 | $3 | 12/31/2023 | | ACWI | 31 | $3 | 12/31/2023 | | Ameritas Investment Partners Inc. | 15 | $2 | 12/31/2023 | | ACWI | 15 | $2 | 12/31/2023 | | JFS Wealth Advisors LLC | 24 | $2 | 12/31/2023 | | ACWI | 24 | $2 | 12/31/2023 | | McIlrath & Eck LLC | 19 | $2 | 12/31/2023 | | ACWI | 19 | $2 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 20 | $2 | 12/31/2023 | | ACWI | 20 | $2 | 12/31/2023 | | EverSource Wealth Advisors LLC | 5 | $1 | 12/31/2023 | | ACWI | 5 | $1 | 12/31/2023 | | Asset Dedication LLC | 1 | $0 | 03/31/2024 | | ACWI | 1 | $0 | 03/31/2024 | | Register Financial Advisors LLC | 0 | $0 | 03/31/2024 | | ACWI | 0 | $0 | 03/31/2024 | | Credit Agricole S A | 1 | $0 | 12/31/2023 | | ACWI | 1 | $0 | 12/31/2023 | | Horizon Investments LLC | 2 | $0 | 12/31/2023 | | ACWI | 2 | $0 | 12/31/2023 | | Harvest Fund Management Co. Ltd | 1 | $0 | 12/31/2023 | | ACWI | 1 | $0 | 12/31/2023 | | Larson Financial Group LLC | 1 | $0 | 12/31/2023 | | ACWI | 1 | $0 | 12/31/2023 | | GTS Securities LLC | 6,900 | $-1,089 | 12/31/2023 | | Put | 17,600 | $1,791 | 12/31/2023 | | Call | 6,900 | $702 | 12/31/2023 |
See Summary: Institutional Holders of ACWI
See Details: Top 10 Hedge Funds Holding ACWI
Also See: ACWI Holdings Changes
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