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

Who are the major shareholders selling Angel Oak High Yield Opportunities ETF stock?

PRIVATE ADVISOR GROUP, LLC, in the last quarter, reduced its stake in AOHY by -100% restricting it's holding to 0 shares of worth nearly -. CITADEL ADVISORS LLC also lessened -100% of the AOHY shares from its portfolio, reducing its holding to 0 shares of worth -. JPMORGAN CHASE & CO also shunned AOHY shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying AOHY stock?

As per its latest 13F filing, AUSDAL FINANCIAL PARTNERS, INC. increased its stake in AOHY by 6.11% in the last quarter. The institutional holder raised its holding to 12.48 thousand shares having worth more than $138.12K. FMR LLC also added 1.4% more shares of AOHY to its portfolio, raising its holding to 145 shares of worth $160.00. ADVISOR GROUP HOLDINGS, INC. also increased its AOHY shares holding by 100% which brought its holding to 157 shares worth $1.73K.

AOHY's major insiders: who are they?

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

Did an insider recently sell AOHY stock?

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

Which insider recently purchased AOHY stock?

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

How much of AOHY does insiders own?

Around 0 Angel Oak High Yield Opportunities ETF shares are held by insiders, which represents about N/A of AOHY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in AOHY?

AUSDAL FINANCIAL PARTNERS, INC. is the largest institutional owner in AOHY which holds 12.48 thousand shares worth $138.12K or 0.11% of the total AOHY shares outstanding followed by PRIVATE ADVISOR GROUP, LLC with ownership of 0 shares representing 0% of the AOHY ownership. CITADEL ADVISORS LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Angel Oak High Yield Opportunities 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 AOHY is concerned, it is a stock which is not optionable.

Is there a short position on AOHY's shares?

Number of AOHY 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 AOHY shares are there?

As of today, null shares of AOHY are outstanding.

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

AOHY 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 AOHY is null.

Angel Oak High Yield Opportunities ETF (AOHY) 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. AUSDAL FINANCIAL PARTNERS, INC. is the top corporate investor, holding 12.48K shares valued at $138.12K. A 0.11% stake in Angel Oak High Yield Opportunities ETF is owned by the company. PRIVATE ADVISOR GROUP, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.11%	12.48K	138.12K	718	+6.11%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-25.69K	-100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-46.19K	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	0	-	-155	-100.00%
Jun 30, 2026	FMR LLC	0%	145	160	2	+1.40%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	157	1.73K	157	+100.00%
Jun 30, 2026	DAVIS CAPITAL MANAGEMENT	0.01%	1.08K	11.88K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	3.69K	40.62K	3.69K	+100.00%
Jun 30, 2026	IFG ADVISORY, LLC	0.08%	9.2K	101.23K	9.2K	+100.00%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.09%	10.27K	113.06K	10.27K	+100.00%
Jun 30, 2026	TCFG INVESTMENT ADVISORS, LLC	0.09%	10.42K	114.63K	16	+0.15%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	12.33K	135.7K	126	+1.03%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.13%	14.58K	160.41K	0	0
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.14%	15.63K	172K	15.63K	+100.00%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.15%	16.2K	178.3K	-1K	-5.81%
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.18%	20.63K	227.06K	20.63K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.2%	22.5K	248K	9.59K	+74.24%
Jun 30, 2026	CREATIVE PLANNING	0.23%	25.69K	282.73K	25.69K	+100.00%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.24%	27.1K	298.27K	4.79K	+21.46%
Jun 30, 2026	LEWIS ASSET MANAGEMENT, LLC	0.25%	27.65K	304.25K	1.51K	+5.77%
Jun 30, 2026	MORGAN STANLEY	0.38%	42.34K	465.98K	-19.99K	-32.07%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.09%	10.01K	110.19K	-2.48K	-19.83%
Jun 30, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.39%	43.27K	476.18K	43.27K	+100.00%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.8%	89.25K	982.21K	-10.05K	-10.12%
Jun 30, 2026	WBI INVESTMENTS, INC.	0.88%	98.49K	1.08M	-9.69K	-8.96%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	1.01%	112.25K	1.24M	112.25K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.48%	165K	1.82M	39.29K	+31.25%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.59%	177.61K	1.95M	30.11K	+20.41%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	1.81%	201.83K	2.22M	-546	-0.27%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.19%	244.23K	2.69M	-1.82K	-0.74%
Jun 30, 2026	LPL FINANCIAL LLC	2.29%	256.21K	2.82M	36.9K	+16.82%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	2.37%	264.79K	2.91M	83.34K	+45.93%
Jun 30, 2026	NEWEDGE WEALTH, LLC	3.42%	381.97K	4.2M	7.31K	+1.95%
Jun 30, 2026	UBS GROUP AG	4.02%	448.97K	4.94M	9.82K	+2.24%
Jun 30, 2026	ANGEL OAK CAPITAL ADVISORS, LLC	5.29%	590.97K	6.5M	-100K	-14.47%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	30.23%	3.38M	37.15M	-481.73K	-12.49%
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	0.54%	60.01K	660.42K	355	+0.60%
Jun 30, 2026	JANE STREET GROUP, LLC	0.58%	64.84K	713.57K	12.8K	+24.60%
Jun 30, 2026	IFP ADVISORS, INC	0.59%	65.36K	719.32K	11.5K	+21.35%
Jun 30, 2026	PFG INVESTMENTS, LLC	0%	0	-	-39.94K	-100.00%
Jun 30, 2026	ALPHASTAR CAPITAL MANAGEMENT, LLC	0%	0	-	-14.36K	-100.00%
Mar 31, 2026	LEWIS ASSET MANAGEMENT, LLC	0.23%	26.14K	285.68K	26.14K	+100.00%
Mar 31, 2026	TCFG INVESTMENT ADVISORS, LLC	0.09%	10.4K	113.67K	10.4K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.13%	125.71K	1.37M	-117.4K	-48.29%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	12.2K	133.39K	-364	-2.90%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.32%	147.5K	1.61M	42.91K	+41.02%
Mar 31, 2026	ANGEL OAK CAPITAL ADVISORS, LLC	6.19%	690.97K	7.55M	-279.95K	-28.83%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.11%	11.76K	129.38K	-344	-2.84%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.15%	17.2K	188.01K	1K	+6.17%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.36%	39.94K	436.54K	205	+0.52%
Mar 31, 2026	JANE STREET GROUP, LLC	0.47%	52.04K	568.74K	8.98K	+20.85%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	1.81%	202.38K	2.21M	880	+0.44%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	34.55%	3.86M	42.16M	422.65K	+12.30%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-620	-100.00%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.2%	22.31K	243.88K	22.31K	+100.00%
Mar 31, 2026	FMR LLC	0%	143	157	5	+3.62%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	155	1.7K	6	+4.03%
Mar 31, 2026	DAVIS CAPITAL MANAGEMENT	0.01%	1.08K	11.79K	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	25.69K	280.79K	0	0
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.11%	12.49K	136.51K	12.49K	+100.00%
Mar 31, 2026	MILLINGTON SECURITIES, INC.	0.97%	108.18K	1.18M	108.18K	+100.00%
Mar 31, 2026		0.09%	10.4K	113.67K	10.4K	+100.00%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.09%	10.4K	113.67K	15	+0.14%
Mar 31, 2026	ROYAL BANK OF CANADA	0.12%	12.91K	141K	11.04K	+588.53%
Mar 31, 2026	CITADEL ADVISORS LLC	0.41%	46.19K	504.86K	46.19K	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.56%	62.33K	681.22K	12.67K	+25.50%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.62%	181.45K	2.01M	181.45K	+100.00%
Mar 31, 2026	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.13%	14.36K	156.97K	14.36K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.13%	14.58K	159.31K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.96%	219.31K	2.4M	36.34K	+19.86%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.2%	246.06K	2.69M	-78.21K	-24.12%
Mar 31, 2026	NEWEDGE WEALTH, LLC	3.35%	374.66K	4.1M	28.5K	+8.23%
Mar 31, 2026	UBS GROUP AG	3.93%	439.15K	4.8M	15.86K	+3.75%
Mar 31, 2026	IFP ADVISORS, INC	0.48%	53.86K	588.71K	10.85K	+25.23%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.53%	59.65K	652.02K	3.9K	+7.00%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.89%	99.3K	1.09M	-10.2K	-9.32%
Mar 31, 2026	WBI INVESTMENTS, INC.	0.97%	108.18K	1.18M	-7.84K	-6.76%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	1.88K	21K	240	+14.68%
Dec 31, 2025	IFP ADVISORS, INC	0.39%	43.01K	477.42K	2.07K	+5.06%
Dec 31, 2025	WBI INVESTMENTS, INC.	1.06%	116.02K	1.29M	-36.18K	-23.77%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	31.24%	3.44M	38.13M	461.38K	+15.52%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.51%	55.75K	618.86K	1.64K	+3.03%
Dec 31, 2025	MORGAN STANLEY	0.45%	49.66K	551.24K	49.66K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.39%	43.06K	477.94K	-7.59K	-14.99%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.36%	39.73K	441.05K	2.82K	+7.64%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.09%	10.39K	115.28K	13	+0.13%
Dec 31, 2025	FLAGSTAR ADVISORS INC.	0%	0	-	-31.49K	-100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	25.69K	285.16K	-4.53K	-14.98%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	16.2K	179.83K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.13%	14.58K	161.78K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	12.57K	139.5K	12.57K	+100.00%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.11%	12.1K	134.34K	1.17K	+10.68%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	620	6.88K	-9.73K	-94.01%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	149	1.66K	149	+100.00%
Dec 31, 2025	FMR LLC	0%	138	153	7	+5.34%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-2.1K	-100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.95%	324.26K	3.6M	12.12K	+3.88%
Dec 31, 2025	ANGEL OAK CAPITAL ADVISORS, LLC	8.8%	970.93K	10.78M	-399.94K	-29.17%
Dec 31, 2025	UBS GROUP AG	3.85%	423.29K	4.7M	84.35K	+24.89%
Dec 31, 2025	NEWEDGE WEALTH, LLC	3.16%	346.16K	3.84M	-340.02K	-49.55%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	2.21%	243.11K	2.7M	27.12K	+12.56%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	1.83%	201.5K	2.24M	-169.6K	-45.70%
Dec 31, 2025	LPL FINANCIAL LLC	1.67%	182.97K	2.03M	-5.95K	-3.15%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1%	109.5K	1.22M	-24.06K	-18.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.95%	104.59K	1.16M	54.69K	+109.61%
Dec 31, 2025	DAVIS CAPITAL MANAGEMENT	0.01%	1.08K	11.98K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-105.99K	-100.00%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-14.61K	-100.00%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-48.75K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-184	-100.00%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0%	0	-	-12.47K	-100.00%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.1%	10.94K	122.47K	10.94K	+100.00%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.13%	14.61K	163.58K	14.61K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.36%	40.94K	458.51K	9.68K	+30.96%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.43%	48.75K	548.91K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.45%	50.65K	567.27K	29.45K	+138.88%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.48%	54.11K	606.05K	29.1K	+116.38%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.93%	105.99K	1.19M	-12.38K	-10.46%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	3.26%	371.09K	4.16M	18.44K	+5.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-37.27K	-100.00%
Sep 30, 2025	ANGEL OAK CAPITAL ADVISORS, LLC	12.06%	1.37M	15.35M	-305.01K	-18.20%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	26.16%	2.97M	33.3M	827.3K	+38.54%
Sep 30, 2025	FMR LLC	0%	131	147	7	+5.65%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	1.64K	18K	680	+71.20%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	2.1K	23.56K	33	+1.59%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.13%	14.58K	163.24K	-2.2K	-13.11%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	49.9K	558.88K	44.31K	+793.14%
Sep 30, 2025	WBI INVESTMENTS, INC.	1.34%	152.2K	1.7M	-35.04K	-18.71%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.9%	215.99K	2.42M	13.64K	+6.74%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.09%	10.35K	115.95K	8.99K	+657.35%
Sep 30, 2025	NEWEDGE WEALTH, LLC	6.04%	686.18K	7.61M	-9.33K	-1.34%
Sep 30, 2025	UBS GROUP AG	2.98%	338.94K	3.8M	47.82K	+16.43%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.75%	312.15K	3.5M	46.97K	+17.71%
Sep 30, 2025	LPL FINANCIAL LLC	1.66%	188.92K	2.12M	4.64K	+2.52%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	1.18%	133.56K	1.5M	-30.5K	-18.59%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.32%	36.91K	413.42K	3.42K	+10.20%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.28%	31.49K	354.65K	-24.66K	-43.91%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	30.22K	338.41K	0	0
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.14%	16.2K	181.45K	0	0
Sep 30, 2025	DAVIS CAPITAL MANAGEMENT	0.01%	1.08K	12.09K	1.08K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-3.15K	-100.00%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.09%	10.37K	116.16K	15	+0.14%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.45%	48.75K	542.79K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	5.59K	62.21K	5.59K	+100.00%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.1%	10.36K	115.33K	15	+0.15%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.12%	12.47K	138.81K	12.47K	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.15%	16.2K	180.4K	0	0
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.23%	25.01K	278.46K	-7.14K	-22.20%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	30.22K	336.44K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.29%	31.26K	348.06K	6.59K	+26.71%
Jun 30, 2025	FLAGSTAR ADVISORS INC.	0.52%	56.15K	628.38K	-13.54K	-19.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.45%	265.17K	2.95M	-5.38K	-1.99%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-16.67K	-100.00%
Jun 30, 2025	FMR LLC	0%	124	1.35K	124	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	184	2.03K	184	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.1%	118.37K	1.32M	7.27K	+6.54%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.52%	164.06K	1.83M	-206.85K	-55.77%
Jun 30, 2025	LPL FINANCIAL LLC	1.71%	184.29K	2.05M	-2.65K	-1.42%
Jun 30, 2025	WBI INVESTMENTS, INC.	1.73%	187.23K	2.08M	104.64K	+126.69%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.31%	33.5K	372.99K	33.5K	+100.00%
Jun 30, 2025	UBS GROUP AG	2.69%	291.12K	3.24M	1.93K	+0.67%
Jun 30, 2025	NEWEDGE WEALTH, LLC	6.44%	695.51K	7.74M	-53K	-7.08%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	19.86%	2.15M	23.9M	216.07K	+11.19%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	1.87%	202.35K	2.25M	-7.7K	-3.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	3.26%	352.66K	3.93M	6.08K	+1.75%
Jun 30, 2025	ANGEL OAK CAPITAL ADVISORS, LLC	15.51%	1.68M	18.66M	-400.04K	-19.27%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	2.07K	23.05K	2.07K	+100.00%
Jun 30, 2025	EPG WEALTH MANAGEMENT LLC	0%	0	-	-3.12K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-71.99K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	955	11K	955	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.37K	15.22K	1.37K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	3.15K	35.04K	3.15K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	16.78K	186.79K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.2%	21.2K	236.1K	-64.7K	-75.32%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.34%	37.27K	414.98K	37.27K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.82%	85.91K	942.4K	38.09K	+79.66%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.16%	16.67K	182.9K	5.23K	+45.74%
Mar 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.1%	10.34K	113.45K	14	+0.14%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	3.32%	346.57K	3.8M	33.95K	+10.86%
Mar 31, 2025	NEWEDGE WEALTH, LLC	7.17%	748.51K	8.21M	-4.94K	-0.66%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.31%	32.15K	352.63K	32.15K	+100.00%
Mar 31, 2025	DAVIS CAPITAL MANAGEMENT	0.01%	1.08K	11.84K	0	0
Mar 31, 2025	EPG WEALTH MANAGEMENT LLC	0.03%	3.12K	34.2K	3.12K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.06%	111.11K	1.22M	30.29K	+37.48%
Mar 31, 2025	LPL FINANCIAL LLC	1.79%	186.94K	2.05M	20.28K	+12.17%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	2.01%	210.06K	2.3M	-10.22K	-4.64%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.59%	270.55K	2.97M	-16.89K	-5.88%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	18.5%	1.93M	21.18M	91.64K	+4.98%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.79%	82.6K	906.07K	82.6K	+100.00%
Mar 31, 2025	UBS GROUP AG	2.77%	289.19K	3.17M	-43.17K	-12.99%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	3.55%	370.91K	4.07M	-4.92K	-1.31%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.16%	16.2K	177.73K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	16.78K	184.02K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.24%	24.67K	270.61K	20.09K	+438.27%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.29%	30.22K	331.46K	-1.02K	-3.27%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.69%	71.99K	790K	57.46K	+395.62%
Mar 31, 2025	ANGEL OAK CAPITAL ADVISORS, LLC	19.89%	2.08M	22.77M	-284.32K	-12.05%
Mar 31, 2025	FLAGSTAR ADVISORS INC.	0.67%	69.69K	769.19K	13.29K	+23.57%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.47%	48.75K	538.05K	159	+0.33%

Frequently Asked Questions