How many institutions own ALLW stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ALLW shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling State Street Bridgewater All Weather ETF stock?

SUMITOMO MITSUI FINANCIAL GROUP, INC., in the last quarter, reduced its stake in ALLW by -12.63% restricting it's holding to 194.73 thousand shares of worth nearly $5.70M. ENVESTNET ASSET MANAGEMENT INC also lessened -7.86% of the ALLW shares from its portfolio, reducing its holding to 90.59 thousand shares of worth $2.65M. STEPHENS INC /AR/ also shunned ALLW shares holding by -12.1% last quarter which brought its holding to 83.07 thousand shares worth $2.43M.

Investors who are buying ALLW stock?

As per its latest 13F filing, HARBOUR INVESTMENTS, INC. increased its stake in ALLW by 10.28% in the last quarter. The institutional holder raised its holding to 103.02 thousand shares having worth more than $3.02M. GENTRUST, LLC also added 17.89% more shares of ALLW to its portfolio, raising its holding to 110.7 thousand shares of worth $3.24M. KESTRA PRIVATE WEALTH SERVICES, LLC also increased its ALLW shares holding by 189.5% which brought its holding to 113.72 thousand shares worth $3.33M.

ALLW's major insiders: who are they?

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

Did an insider recently sell ALLW stock?

Company executives, directors, and other insiders own N/A percent of State Street Bridgewater All Weather ETF's stock. Within the last six months, there have been 0 transaction(s) in which ALLW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ALLW stock?

There have been 0 transaction(s) during the past 6-months in which State Street Bridgewater All Weather ETF insiders have bought stock, totalling 0 shares

How much of ALLW does insiders own?

Around 0 State Street Bridgewater All Weather ETF shares are held by insiders, which represents about N/A of ALLW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ALLW?

HARBOUR INVESTMENTS, INC. is the largest institutional owner in ALLW which holds 103.02 thousand shares worth $3.02M or 0.19% of the total ALLW shares outstanding followed by GENTRUST, LLC with ownership of 110.7 thousand shares representing 0.2% of the ALLW ownership. KESTRA PRIVATE WEALTH SERVICES, LLC is the third largest stakeholder with 113.72 thousand shares or 0.2% of the ownership worth more than $3.33M.

Is State Street Bridgewater All Weather ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ALLW is concerned, it is a stock which is not optionable.

Is there a short position on ALLW's shares?

Number of ALLW shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ALLW shares are there?

As of today, null shares of ALLW are outstanding.

Is there many float in ALLW stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ALLW has null shares in float.

ALLW short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ALLW is null.

State Street Bridgewater All Weather ETF (ALLW) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. HARBOUR INVESTMENTS, INC. is the top corporate investor, holding 103.02K shares valued at $3.02M. A 0.19% stake in State Street Bridgewater All Weather ETF is owned by the company. GENTRUST, LLC owns 110.7K shares valued at $3.24M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.19%	103.02K	3.02M	9.61K	+10.28%
Jun 30, 2026	GENTRUST, LLC	0.2%	110.7K	3.24M	16.8K	+17.89%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	113.72K	3.33M	74.44K	+189.50%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	160.86K	4.71M	92.81K	+136.39%
Jun 30, 2026	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.35%	194.73K	5.7M	-28.15K	-12.63%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.37%	206.83K	6.05M	59K	+39.91%
Jun 30, 2026	SMART WEALTH LLC	0.39%	216.96K	6.35M	108.56K	+100.15%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	0.43%	238.44K	6.98M	17.2K	+7.78%
Jun 30, 2026	MARINER, LLC	0.73%	405.26K	11.86M	142.5K	+54.23%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.48%	268.78K	7.87M	68.67K	+34.31%
Jun 30, 2026	FUNDAMENTUM, LLC	0.52%	290.65K	8.51M	92.18K	+46.45%
Jun 30, 2026	OWL CREEK WEALTH PARTNERS LLC	0.54%	297.72K	8.71M	297.72K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	297.97K	8.72M	155.95K	+109.80%
Jun 30, 2026	CRUSONIA WEALTH ADVISORS LLC	0.75%	418.18K	12.24M	418.18K	+100.00%
Jun 30, 2026	MARSHALL FINANCIAL GROUP LLC	0.8%	447.24K	13.09M	15.67K	+3.63%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	90.59K	2.65M	-7.73K	-7.86%
Jun 30, 2026	PINNACLE WEALTH MANAGEMENT, LLC	0.83%	463.52K	13.57M	424	+0.09%
Jun 30, 2026	CATALYST PRIVATE WEALTH, LLC	1.04%	577.47K	16.9M	4.66K	+0.81%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.51%	840.64K	24.61M	111.33K	+15.26%
Jun 30, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1.94%	1.08M	31.65M	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.85%	2.14M	62.71M	2.14M	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	4.36%	2.42M	70.95M	252.31K	+11.62%
Jun 30, 2026	LPL FINANCIAL LLC	6.58%	3.66M	107.03M	2.33M	+176.07%
Jun 30, 2026	STEPHENS INC /AR/	0.15%	83.07K	2.43M	-11.43K	-12.10%
Jun 30, 2026	O'ROURKE & COMPANY, INC	0.15%	84.98K	2.49M	4.04K	+4.99%
Jun 30, 2026	FORUM FINANCE GROUP S.A.	0.16%	91.29K	2.16M	51.14K	+127.39%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.16%	88.97K	2.6M	30.36K	+51.79%
Jun 30, 2026	ORG WEALTH PARTNERS, LLC	0.16%	89.43K	251.56K	89.43K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	218.12K	6.38M	67.15K	+44.48%
Jun 30, 2026	FORTIS GROUP ADVISORS, LLC	0.31%	172.57K	5.05M	182	+0.11%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.26%	145.89K	4.27M	145.88K	+1,620,933.33%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.24%	135.02K	3.95M	5.19K	+4.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	125.56K	3.68M	-29.93K	-19.25%
Jun 30, 2026	CORRADO ADVISORS, LLC	0.22%	121.48K	3.56M	1.68K	+1.40%
Jun 30, 2026	CATALYST INVESTMENT MANAGEMENT LLC	0.18%	100.22K	2.93M	44.73K	+80.60%
Jun 30, 2026	FAMILY MANAGEMENT CORP	0.64%	357.21K	10.46M	40.63K	+12.83%
Jun 30, 2026	NATIONAL PHILANTHROPIC TRUST	0.66%	364.31K	10.66M	-152.93K	-29.57%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.4%	220.57K	6.46M	50.3K	+29.54%
Jun 30, 2026	ALPHA FINANCIAL PARTNERS, LLC	0.41%	225.18K	6.59M	14.73K	+7.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.17%	94.64K	2.77M	29.59K	+45.49%
Jun 30, 2026	ARROWROOT FAMILY OFFICE, LLC	0.17%	96.15K	2.81M	-4.47K	-4.44%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	98.29K	2.88M	82.28K	+513.65%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.59%	329.73K	9.65M	22.92K	+7.47%
Jun 30, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	0.6%	332.56K	9.73M	72.15K	+27.71%
Jun 30, 2026	BREAKWATER INVESTMENT MANAGEMENT	0.13%	72.46K	2.12M	65.44K	+932.33%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.13%	74.13K	2.17M	7.77K	+11.70%
Jun 30, 2026	PATTEN GROUP, INC.	0.13%	74.87K	2.19M	45.32K	+153.42%
Jun 30, 2026	KWB WEALTH	0.14%	78.48K	2.3M	78.48K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.14%	79.81K	2.34M	71.24K	+831.21%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	101.38K	2.97M	43.42K	+74.91%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.24%	36.15K	1.08M	13.9K	+62.49%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.26%	38.65K	1.11M	11.44K	+42.05%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.27%	39.28K	1.13M	39.28K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.28%	155.48K	4.49M	52.59K	+51.11%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.31%	170.27K	4.91M	6.78K	+4.15%
Mar 31, 2026	MARINER, LLC	0.47%	262.77K	7.58M	16.2K	+6.57%
Mar 31, 2026		0.37%	55.49K	1.66M	55.49K	+100.00%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.23%	129.83K	3.75M	115.87K	+829.76%
Mar 31, 2026	CORRADO ADVISORS, LLC	0.22%	119.8K	3.46M	2.4K	+2.04%
Mar 31, 2026	EVOKE WEALTH, LLC	0.25%	136.47K	3.94M	67.4K	+97.57%
Mar 31, 2026	HOBBS GROUP ADVISORS, LLC	0.4%	221.24K	6.38M	4.76K	+2.20%
Mar 31, 2026	NATIONAL PHILANTHROPIC TRUST	0.93%	517.24K	14.92M	517.24K	+100.00%
Mar 31, 2026	CATALYST INVESTMENT MANAGEMENT LLC	0.1%	55.49K	1.66M	55.49K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.32%	46.77K	1.35M	-27.08K	-36.67%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.12%	65.05K	1.88M	48.29K	+288.18%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	142.03K	4.1M	78.11K	+122.21%
Mar 31, 2026	PINNACLE WEALTH MANAGEMENT, LLC	0.83%	463.09K	13.36M	463.09K	+100.00%
Mar 31, 2026	O'ROURKE & COMPANY, INC	0.15%	80.94K	2.34M	14.78K	+22.34%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	93.36K	2.72M	25.21K	+37.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.17%	93.41K	2.69M	82.53K	+758.24%
Mar 31, 2026	STEPHENS INC /AR/	0.17%	94.5K	2.73M	-169.84K	-64.25%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	150.97K	4.36M	150.97K	+100.00%
Mar 31, 2026	FAMILY MANAGEMENT CORP	0.57%	316.58K	9.13M	15.49K	+5.14%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.63%	350.15K	10.1M	132.56K	+60.93%
Mar 31, 2026	MARSHALL FINANCIAL GROUP LLC	0.78%	431.57K	12.45M	431.57K	+100.00%
Mar 31, 2026	OAKTRUST WEALTH ADVISORS, LLC	0.14%	20.73K	598.12K	4.04K	+24.19%
Mar 31, 2026	REFLECTION ASSET MANAGEMENT	0.1%	55.97K	1.66M	5.03K	+9.87%
Mar 31, 2026	GENTRUST, LLC	0.17%	93.9K	2.71M	-11.83K	-11.19%
Mar 31, 2026	ARROWROOT FAMILY OFFICE, LLC	0.18%	100.62K	2.9M	25.56K	+34.06%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.18%	98.31K	2.84M	-9.19K	-8.54%
Mar 31, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.09%	51.81K	1.49M	500	+0.97%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.1%	55K	1.59M	55K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	58.62K	1.69M	6.29K	+12.01%
Mar 31, 2026	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.34%	49.74K	1.44M	510	+1.04%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.09%	51.45K	1.48M	7.77K	+17.78%
Mar 31, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.1%	56.5K	1.63M	46.3K	+453.62%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	57.62K	1.66M	41.69K	+261.85%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.12%	66.36K	1.92M	2.88K	+4.53%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.12%	68.05K	1.96M	26.76K	+64.81%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.36%	200.12K	5.77M	200.12K	+100.00%
Mar 31, 2026	ALPHA FINANCIAL PARTNERS, LLC	0.38%	210.45K	6.07M	24.04K	+12.90%
Mar 31, 2026	SUMITOMO MITSUI FINANCIAL GROUP, INC.	0.4%	222.89K	6.43M	-16.95K	-7.07%
Mar 31, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	0.47%	260.41K	7.76M	-28.45K	-9.85%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.31%	729.31K	21.04M	553.97K	+315.93%
Mar 31, 2026	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	1.94%	1.08M	31.2M	-183.95K	-14.54%
Mar 31, 2026	JANE STREET GROUP, LLC	1.99%	1.1M	31.86M	854.17K	+341.67%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	3.91%	2.17M	62.65M	935.72K	+75.71%
Mar 31, 2026	LPL FINANCIAL LLC	2.38%	1.32M	38.21M	722.6K	+120.04%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.13%	73.92K	2.13M	33.18K	+81.42%
Mar 31, 2026	CATALYST PRIVATE WEALTH, LLC	1.03%	572.81K	16.53M	2.5K	+0.44%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.1%	57.96K	1.67M	37.86K	+188.35%
Mar 31, 2026	SMART WEALTH LLC	0.19%	108.4K	3.13M	11.54K	+11.91%
Mar 31, 2026	CITADEL ADVISORS LLC	0.25%	139.17K	4.02M	121.82K	+701.87%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.27%	147.83K	4.27M	147.83K	+100.00%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	0.31%	172.39K	5.16M	172.39K	+100.00%
Mar 31, 2026	FUNDAMENTUM, LLC	0.36%	198.47K	5.73M	198.47K	+100.00%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.55%	306.81K	8.85M	306.81K	+100.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.31%	45.53K	1.31M	45.53K	+100.00%
Dec 31, 2025	CORRADO ADVISORS, LLC	0.79%	117.41K	3.23M	7.05K	+6.39%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.45%	67.29K	1.85M	11.76K	+21.17%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.35%	51.31K	1.41M	6.19K	+13.72%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	29.51K	811.1K	8.89K	+43.15%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.43%	63.49K	1.75M	63.49K	+100.00%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.15%	22.25K	611.63K	22.25K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	10.88K	299.2K	3.28K	+43.19%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.07%	10.86K	298.61K	10.86K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	4.07%	601.97K	16.55M	226.28K	+60.23%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	1.46%	216.48K	5.95M	150.47K	+227.92%
Dec 31, 2025	SMART WEALTH LLC	0.65%	96.86K	2.66M	18.46K	+23.54%
Dec 31, 2025	EVOKE WEALTH, LLC	0.47%	69.08K	1.9M	1.12K	+1.64%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.18%	27.21K	747.95K	-106.68K	-79.68%
Dec 31, 2025	CITADEL ADVISORS LLC	0.12%	17.36K	477.12K	17.36K	+100.00%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.09%	13.96K	383.87K	13.96K	+100.00%
Dec 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	8.55%	1.27M	34.79M	-45.1K	-3.44%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	8.35%	1.24M	33.98M	379.25K	+44.27%
Dec 31, 2025	FAMILY MANAGEMENT CORP	2.03%	301.09K	8.28M	188.58K	+167.60%
Dec 31, 2025	SUMITOMO MITSUI FINANCIAL GROUP, INC.	1.62%	239.84K	6.59M	239.84K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.18%	175.35K	4.82M	173.32K	+8,559.01%
Dec 31, 2025		0.34%	50.94K	1.42M	50.94K	+100.00%
Dec 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	1.95%	288.86K	8.6M	51.23K	+21.56%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	63.92K	1.76M	32.16K	+101.30%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	52.33K	1.44M	9.19K	+21.30%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.31%	45.95K	1.26M	25.91K	+129.30%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.3%	43.68K	1.2M	43.68K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	41.29K	1.13M	40.54K	+5,405.20%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.28%	40.75K	1.12M	19.32K	+90.16%
Dec 31, 2025	PUFF WEALTH MANAGEMENT, LLC	0.27%	40.1K	1.11M	7.13K	+21.61%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.19%	28.66K	787.99K	24.09K	+526.95%
Dec 31, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.19%	28.35K	779.42K	-1.47K	-4.91%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.18%	26.8K	736.79K	26.8K	+100.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	26.79K	736.52K	1.59K	+6.32%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	11.08K	304.54K	11.08K	+100.00%
Dec 31, 2025	GENTRUST, LLC	0.71%	105.73K	2.91M	27.43K	+35.03%
Dec 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.17%	25.38K	697.6K	11.22K	+79.29%
Dec 31, 2025	OPPENHEIMER & CO INC	0.16%	23K	632.3K	5.1K	+28.51%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.14%	20.1K	552.56K	20.1K	+100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.12%	18.46K	507.49K	18.46K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.11%	16.76K	460.67K	2.29K	+15.81%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.11%	15.92K	437.71K	15.92K	+100.00%
Dec 31, 2025	CATALYST PRIVATE WEALTH, LLC	3.85%	570.31K	15.68M	31.99K	+5.94%
Dec 31, 2025	WEAVER CONSULTING GROUP	0.2%	29.7K	816.45K	9.43K	+46.49%
Dec 31, 2025	STEPHENS INC /AR/	1.79%	264.33K	7.27M	102.58K	+63.42%
Dec 31, 2025	JANE STREET GROUP, LLC	1.69%	250K	6.87M	87.36K	+53.72%
Dec 31, 2025	MARINER, LLC	1.67%	246.57K	6.78M	51.3K	+26.27%
Dec 31, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.33%	49.23K	1.35M	49.23K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.47%	217.58K	5.98M	217.58K	+100.00%
Dec 31, 2025	ALPHA FINANCIAL PARTNERS, LLC	1.26%	186.41K	5.12M	172.37K	+1,227.69%
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.1%	163.49K	4.49M	2.15K	+1.33%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.73%	107.5K	2.96M	107.5K	+100.00%
Dec 31, 2025	O'ROURKE & COMPANY, INC	0.45%	66.16K	1.82M	33.86K	+104.80%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.77%	114.49K	3.15M	114.49K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.7%	102.89K	2.83M	48.14K	+87.92%
Dec 31, 2025	ARROWROOT FAMILY OFFICE, LLC	0.51%	75.06K	2.06M	75.06K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	73.84K	2.03M	-8.1K	-9.88%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	68.14K	1.91M	68.14K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.46%	68.08K	1.87M	46.85K	+220.68%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.03%	4.18K	116.4K	196	+4.93%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.03%	4.57K	127.47K	4.57K	+100.00%
Sep 30, 2025	ASPECT PARTNERS, LLC	0.03%	5.12K	142.61K	5.12K	+100.00%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.04%	5.96K	166.03K	3.19K	+115.06%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	7.6K	211.92K	7.49K	+6,567.54%
Sep 30, 2025	WEAVER CONSULTING GROUP	0.13%	20.28K	565.27K	11.78K	+138.53%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	20.61K	574.66K	20.61K	+100.00%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	25.2K	702.58K	25.2K	+100.00%
Sep 30, 2025	O'ROURKE & COMPANY, INC	0.21%	32.31K	900.72K	32.31K	+100.00%
Sep 30, 2025	PUFF WEALTH MANAGEMENT, LLC	0.22%	32.97K	919.32K	32.97K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.28%	43.14K	1.2M	43.14K	+100.00%
Sep 30, 2025	FAMILY MANAGEMENT CORP	0.74%	112.52K	3.14M	100.68K	+850.46%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.88%	133.88K	3.73M	78K	+139.56%
Sep 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.2%	29.82K	831.33K	-146	-0.49%
Sep 30, 2025	ATRIA INVESTMENTS, INC	1.07%	161.35K	4.5M	65.81K	+68.88%
Sep 30, 2025	STEPHENS INC /AR/	1.07%	161.75K	4.51M	161.75K	+100.00%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	1.57%	237.63K	6.75M	237.63K	+100.00%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.06%	9.78K	272.55K	9.78K	+100.00%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	0.44%	66.02K	1.84M	66.02K	+100.00%
Sep 30, 2025	EVOKE WEALTH, LLC	0.45%	67.96K	1.89M	0	0
Sep 30, 2025	GENTRUST, LLC	0.52%	78.31K	2.18M	55.37K	+241.41%
Sep 30, 2025	SMART WEALTH LLC	0.52%	78.4K	2.19M	-95.67K	-54.96%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.01%	1.14K	31.84K	1.14K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.04%	6.69K	186.57K	-882	-11.65%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.3%	45.12K	1.26M	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.36%	54.75K	1.53M	42.26K	+338.37%
Sep 30, 2025	NVWM, LLC	0%	500	13.94K	500	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	21.23K	591.87K	21.23K	+100.00%
Sep 30, 2025	HARA CAPITAL LLC	0.01%	1.5K	41.82K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	21.43K	597K	21.43K	+100.00%
Sep 30, 2025	LITMAN GREGORY WEALTH MANAGEMENT LLC	0.06%	9.06K	252.62K	9.06K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.06%	9.25K	257.89K	500	+5.71%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.1%	14.47K	403.42K	14.47K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	2.48%	375.69K	10.47M	375.69K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	5.66%	856.72K	23.89M	165.96K	+24.03%
Sep 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	8.66%	1.31M	36.54M	0	0
Sep 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.13%	20.04K	558.63K	-841	-4.03%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	750	20.05K	750	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	2.03K	56.46K	2.03K	+100.00%
Sep 30, 2025	LATITUDE ADVISORS, LLC	0.05%	8.1K	225.69K	8.1K	+100.00%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.09%	14.15K	394.61K	14.15K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	81.94K	2.28M	46.74K	+132.79%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	31.75K	885K	11.18K	+54.32%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.37%	55.53K	1.55M	55.53K	+100.00%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.73%	110.36K	3.08M	110.36K	+100.00%
Sep 30, 2025	ALPHA FINANCIAL PARTNERS, LLC	0.09%	14.04K	391.44K	5.81K	+70.49%
Sep 30, 2025	OPPENHEIMER & CO INC	0.12%	17.9K	499K	3.5K	+24.31%
Sep 30, 2025	JANE STREET GROUP, LLC	1.08%	162.64K	4.53M	98.05K	+151.81%
Sep 30, 2025	MARINER, LLC	1.29%	195.28K	5.44M	81.5K	+71.63%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-846	-100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-58.81K	-100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	0	-	-100	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	15	418	15	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	105	2.93K	2	+1.94%
Sep 30, 2025	CATALYST PRIVATE WEALTH, LLC	3.56%	538.32K	15.01M	538.32K	+100.00%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	641	17.87K	0	0
Sep 30, 2025	WEALTH PRESERVATION ADVISORS, LLC	0.02%	3.07K	85.68K	-200	-6.11%
Sep 30, 2025	COMERICA BANK	0.02%	3.36K	93.67K	1.36K	+68.25%
Jun 30, 2025	INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	0.3%	29.96K	781.16K	29.96K	+100.00%
Jun 30, 2025	GARDE CAPITAL, INC.	0.04%	4K	104.28K	4K	+100.00%
Jun 30, 2025	ALPHA FINANCIAL PARTNERS, LLC	0.08%	8.24K	214.68K	8.24K	+100.00%
Jun 30, 2025	WEAVER CONSULTING GROUP	0.08%	8.5K	221.6K	8.5K	+100.00%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.01%	641	16.71K	641	+100.00%
Jun 30, 2025	WEALTH PRESERVATION ADVISORS, LLC	0.03%	3.27K	85.33K	0	0
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.55%	55.89K	1.46M	6.3K	+12.71%
Jun 30, 2025	SMART WEALTH LLC	1.72%	174.07K	4.54M	174.07K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.64%	64.59K	1.68M	-85.41K	-56.94%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.09%	8.75K	228.11K	8.75K	+100.00%
Jun 30, 2025		0.03%	3.27K	85.33K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	100	2.61K	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	103	2.69K	103	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	114	2.97K	27	+31.03%
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0%	425	11.08K	425	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.01%	846	22.04K	846	+100.00%
Jun 30, 2025	FAMILY MANAGEMENT CORP	0.12%	11.84K	308.62K	11.84K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	12.49K	325.61K	12.49K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.14%	14.4K	375.36K	14.4K	+100.00%
Jun 30, 2025	GENTRUST, LLC	0.23%	22.94K	597.94K	13.54K	+144.21%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	41.19K	1.07M	41.19K	+100.00%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.45%	45.12K	1.18M	45.12K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	58.81K	1.53M	58.81K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	1.82%	184.24K	4.8M	184.24K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	6.81%	690.76K	18.01M	690.76K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	20.58K	536K	20.58K	+100.00%
Jun 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.21%	20.88K	544.29K	20.88K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.16%	15.76K	411K	15.76K	+100.00%
Jun 30, 2025	HARA CAPITAL LLC	0.01%	1.5K	39.11K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	35.2K	917.64K	35.2K	+100.00%
Jun 30, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	12.93%	1.31M	34.16M	10K	+0.77%
Jun 30, 2025	EVOKE WEALTH, LLC	0.67%	67.96K	1.77M	67.96K	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.94%	95.54K	2.49M	95.54K	+100.00%
Jun 30, 2025	MARINER, LLC	1.12%	113.78K	2.97M	113.78K	+100.00%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.04%	3.98K	103.73K	3.98K	+100.00%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.01%	750	19.55K	750	+100.00%
Jun 30, 2025	COMERICA BANK	0.02%	2K	52.05K	2K	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.07%	7.57K	197.45K	2.59K	+51.81%
Jun 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.03%	2.77K	72.19K	2.77K	+100.00%

Frequently Asked Questions