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

Who are the major shareholders selling VanEck BDC Income ETF stock?

MISSION HILLS FINANCIAL ADVISORY, LLC, in the last quarter, reduced its stake in BIZD by -3.65% restricting it's holding to 1.2 million shares of worth nearly $15.25M. CAMBRIDGE ASSOCIATES LLC /MA/ /ADV also lessened -21.33% of the BIZD shares from its portfolio, reducing its holding to 1.91 million shares of worth $24.15M. WELLS FARGO & COMPANY/MN also shunned BIZD shares holding by -5.92% last quarter which brought its holding to 3.85 million shares worth $48.72M.

Investors who are buying BIZD stock?

As per its latest 13F filing, CERITY PARTNERS LLC increased its stake in BIZD by 39.55% in the last quarter. The institutional holder raised its holding to 543.39 thousand shares having worth more than $6.88M. BANK JULIUS BAER & CO. LTD, ZURICH also added 63.09% more shares of BIZD to its portfolio, raising its holding to 3.89 million shares of worth $49.32M. MAIA WEALTH LLC also increased its BIZD shares holding by 100.73% which brought its holding to 386.94 thousand shares worth $4.90M.

BIZD's major insiders: who are they?

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

Did an insider recently sell BIZD stock?

Company executives, directors, and other insiders own N/A percent of VanEck BDC Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which BIZD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BIZD stock?

There have been 0 transaction(s) during the past 6-months in which VanEck BDC Income ETF insiders have bought stock, totalling 0 shares

How much of BIZD does insiders own?

Around 0 VanEck BDC Income ETF shares are held by insiders, which represents about N/A of BIZD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BIZD?

CERITY PARTNERS LLC is the largest institutional owner in BIZD which holds 543.39 thousand shares worth $6.88M or 0.41% of the total BIZD shares outstanding followed by MISSION HILLS FINANCIAL ADVISORY, LLC with ownership of 1.2 million shares representing 0.92% of the BIZD ownership. BANK JULIUS BAER & CO. LTD, ZURICH is the third largest stakeholder with 3.89 million shares or 2.96% of the ownership worth more than $49.32M.

Is VanEck BDC Income 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 BIZD is concerned, it is a stock which is optionable.

Is there a short position on BIZD's shares?

Number of BIZD 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 BIZD shares are there?

As of today, null shares of BIZD are outstanding.

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

BIZD 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 BIZD is null.

VanEck BDC Income ETF (BIZD) 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

OptionableYes

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. CERITY PARTNERS LLC is the top corporate investor, holding 543.39K shares valued at $6.88M. A 0.41% stake in VanEck BDC Income ETF is owned by the company. MISSION HILLS FINANCIAL ADVISORY, LLC owns 1.2M shares valued at $15.25M, which translates its holding of 0.92% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CERITY PARTNERS LLC	0.41%	543.39K	6.88M	154.01K	+39.55%
Jun 30, 2026	MISSION HILLS FINANCIAL ADVISORY, LLC	0.92%	1.2M	15.25M	-45.61K	-3.65%
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	2.96%	3.89M	49.32M	1.51M	+63.09%
Jun 30, 2026	MAIA WEALTH LLC	0.29%	386.94K	4.9M	194.17K	+100.73%
Jun 30, 2026	BERKELEY CAPITAL PARTNERS, LLC	0.34%	441.6K	5.59M	22.4K	+5.34%
Jun 30, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.15%	184.52K	2.35M	13.8K	+8.08%
Jun 30, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	1.45%	1.91M	24.15M	-517.1K	-21.33%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.93%	3.85M	48.72M	-242.31K	-5.92%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	7.85%	10.33M	130.74M	2.7M	+35.45%
Jun 30, 2026	LIDO ADVISORS, LLC	0.17%	229.25K	2.9M	-333.11K	-59.24%
Jun 30, 2026	MARINER, LLC	0.2%	256.72K	3.25M	2.39K	+0.94%
Jun 30, 2026	BESSEMER GROUP INC	0.18%	230.56K	2.92M	0	0
Jun 30, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.18%	231.41K	2.93M	6.13K	+2.72%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	0.24%	312.4K	3.96M	312.4K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.24%	319.1K	4.04M	83.53K	+35.46%
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	0.25%	330.89K	4.19M	330.89K	+100.00%
Jun 30, 2026	STERLING INVESTMENT ADVISORS, LTD.	0.32%	421.48K	5.34M	-70.1K	-14.26%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.34%	441.76K	5.59M	-1.38M	-75.69%
Jun 30, 2026	MGO ONE SEVEN LLC	0.35%	457.09K	5.79M	22.57K	+5.19%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0.16%	205.6K	2.6M	49.41K	+31.63%
Jun 30, 2026	CLARITY FINANCIAL LLC	0.16%	214.13K	2.71M	214.13K	+100.00%
Jun 30, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.16%	216.77K	2.74M	22.75K	+11.73%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.17%	221.3K	2.8M	-2.62K	-1.17%
Jun 30, 2026	ROYAL BANK OF CANADA	0.41%	544.94K	6.9M	41.91K	+8.33%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	237.45K	3.01M	73.56K	+44.88%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.19%	243.9K	3.09M	-1.88M	-88.51%
Jun 30, 2026	HAVEN PRIVATE, LLC	0.19%	246.92K	3.13M	-75.38K	-23.39%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.21%	274.63K	3.48M	14	+0.01%
Jun 30, 2026	MAGNOLIA CAPITAL ADVISORS LLC	0.22%	286.36K	3.63M	1.03K	+0.36%
Jun 30, 2026	COLONY GROUP, LLC	0.22%	289.12K	3.66M	15.07K	+5.50%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	299.2K	3.79M	14.7K	+5.17%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.32%	426.51K	5.4M	86.38K	+25.39%
Jun 30, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.33%	430.95K	5.46M	18.22K	+4.41%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.35%	458.29K	5.8M	67.07K	+17.14%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.37%	491.16K	6.22M	486.73K	+10,969.73%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	0.49%	643.8K	8.15M	-106.3K	-14.17%
Jun 30, 2026	CENTIVA CAPITAL, LP	0.56%	733.1K	9.28M	-42.1K	-5.43%
Jun 30, 2026	NAVITER WEALTH, LLC	0.56%	738.9K	9.35M	471.64K	+176.47%
Jun 30, 2026	CAPTION MANAGEMENT, LLC	0.6%	795K	10.06M	0	0
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.79%	1.03M	13.09M	18.59K	+1.83%
Jun 30, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.95%	1.25M	15.77M	70.05K	+5.96%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	1.08%	1.43M	18.05M	1.43M	+100.00%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.2%	263.63K	3.34M	263.63K	+100.00%
Jun 30, 2026	GARNER ASSET MANAGEMENT CORP	0.21%	280K	3.55M	123.48K	+78.89%
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.29%	376.72K	4.77M	354.06K	+1,562.19%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.35%	463.77K	5.87M	87.78K	+23.35%
Jun 30, 2026	UBS GROUP AG	0.36%	476.15K	6.03M	99.22K	+26.32%
Jun 30, 2026	GENERALI ASSET MANAGEMENT SPA SGR	1.67%	2.2M	27.85M	0	0
Jun 30, 2026	LPL FINANCIAL LLC	2.18%	2.86M	36.23M	328.34K	+12.96%
Jun 30, 2026	MORGAN STANLEY	6.49%	8.54M	108.11M	1.79M	+26.47%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.11%	133.89K	1.7M	-5.05K	-3.63%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.11%	135.67K	1.72M	-13.55K	-9.08%
Jun 30, 2026	JPMORGAN CHASE & CO	0.11%	136.14K	1.72M	35.25K	+34.93%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	149.76K	1.9M	-25.47K	-14.53%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.12%	152.22K	1.92M	567	+0.37%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	153.89K	1.95M	-34.79K	-18.44%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.12%	156.48K	1.98M	52.89K	+51.05%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.12%	156.78K	1.98M	-22.15K	-12.38%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.13%	167.25K	2.12M	-1.15M	-87.32%
Jun 30, 2026	ALPHA WEALTH FUNDS, LLC	0.13%	168.23K	2.13M	-2.16K	-1.27%
Jun 30, 2026	FERGUSON SHAPIRO LLC	0.14%	174.64K	2.21M	174.64K	+100.00%
Jun 30, 2026	BLACK SWIFT GROUP, LLC	0.14%	174.7K	2.21M	-3.41K	-1.91%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	174.92K	2.21M	-1.84K	-1.04%
Jun 30, 2026	MEASURED RISK PORTFOLIOS, INC.	0.15%	183.55K	2.32M	2.94K	+1.63%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.18%	234.15K	2.96M	-12.19K	-4.95%
Mar 31, 2026	BLACK SWIFT GROUP, LLC	0.15%	178.11K	2.28M	7.6K	+4.46%
Mar 31, 2026	WEALTH ALLIANCE	0.11%	126.22K	1.62M	24.44K	+24.02%
Mar 31, 2026	GFS ADVISORS, LLC	0.11%	131K	1.68M	-4.1K	-3.03%
Mar 31, 2026	GIBBS WEALTH MANAGEMENT	0.11%	133.61K	1.71M	65.1K	+95.03%
Mar 31, 2026	BRIDGES INVESTMENT MANAGEMENT INC	0.11%	135.81K	1.74M	135.81K	+100.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.12%	138.94K	1.78M	-1.37K	-0.98%
Mar 31, 2026	CITIGROUP INC	0.12%	139.4K	1.78M	139.4K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.12%	139.76K	1.79M	72.16K	+106.74%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.13%	149.22K	1.91M	-9.11K	-5.75%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	150.12K	1.92M	-38.88K	-20.57%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	151.65K	1.89M	-8.08K	-5.06%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.13%	156.2K	1.89M	21.22K	+15.72%
Mar 31, 2026	GARNER ASSET MANAGEMENT CORP	0.13%	156.52K	2M	108.02K	+222.73%
Mar 31, 2026	ALPHA WEALTH FUNDS, LLC	0.14%	170.4K	2.18M	-5.67K	-3.22%
Mar 31, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.14%	170.73K	2.1M	4.36K	+2.62%
Mar 31, 2026	CUSTOM INDEX SYSTEMS, LLC	2.54%	3.3M	42.19K	3.3M	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.15%	4.09M	52.36M	-322.23K	-7.30%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.18%	235.57K	3.02M	77.67K	+49.19%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.63%	2.12M	27.16M	-130.3K	-5.79%
Mar 31, 2026	LIDO ADVISORS, LLC	0.43%	562.36K	7.2M	-12.34K	-2.15%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.58%	750.09K	9.6M	-62.39K	-7.68%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.4%	1.82M	23.26M	414.45K	+29.54%
Mar 31, 2026	GENERALI ASSET MANAGEMENT SPA SGR	1.69%	2.2M	28.16M	0	0
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	1.84%	2.39M	30.56M	715.93K	+42.84%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	1.87%	2.42M	24.13M	676.67K	+38.71%
Mar 31, 2026	CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG	1.92%	2.5M	32M	2.5M	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.95%	2.53M	32.43M	-30.11K	-1.17%
Mar 31, 2026	MORGAN STANLEY	5.19%	6.75M	86.43M	398.82K	+6.28%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.15%	175.23K	2.24M	67.86K	+63.21%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	176.76K	2.26M	8.83K	+5.26%
Mar 31, 2026	CAPTION MANAGEMENT, LLC	0.61%	795K	10.18M	795K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.86%	7.62M	97.59M	1.79M	+30.77%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.18%	235.3K	3.01M	106.86K	+83.19%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.19%	246.33K	3.15M	6.48K	+2.70%
Mar 31, 2026	BESSEMER GROUP INC	0.18%	230.56K	2.95M	0	0
Mar 31, 2026	MARINER, LLC	0.2%	254.33K	3.24M	-54.76K	-17.72%
Mar 31, 2026	NAVITER WEALTH, LLC	0.21%	267.26K	3.42M	-282.25K	-51.36%
Mar 31, 2026	COLONY GROUP, LLC	0.21%	274.06K	3.51M	208.63K	+318.89%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.21%	274.62K	3.52M	-81.44K	-22.87%
Mar 31, 2026	CITADEL ADVISORS LLC	0.22%	284.5K	3.64M	65.3K	+29.79%
Mar 31, 2026	MAGNOLIA CAPITAL ADVISORS LLC	0.22%	285.33K	3.65M	140.41K	+96.90%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.23%	304.44K	3.9M	304.44K	+100.00%
Mar 31, 2026	HAVEN PRIVATE, LLC	0.25%	322.3K	4.13M	-149.42K	-31.68%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.26%	340.14K	4.35M	47.69K	+16.31%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.28%	365.39K	4.68M	365.39K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.29%	376K	4.81M	-21.54K	-5.42%
Mar 31, 2026	UBS GROUP AG	0.29%	376.93K	4.82M	-322.13K	-46.08%
Mar 31, 2026	CERITY PARTNERS LLC	0.3%	389.38K	4.98M	121.16K	+45.17%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.3%	391.22K	5.54M	101.23K	+34.91%
Mar 31, 2026	BOOTHBAY FUND MANAGEMENT, LLC	0.31%	407.8K	5.22M	407.8K	+100.00%
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.32%	412.74K	5.28M	-14.68K	-3.43%
Mar 31, 2026	BERKELEY CAPITAL PARTNERS, LLC	0.32%	419.2K	5.37M	419.2K	+100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.33%	434.52K	5.56M	78.92K	+22.19%
Mar 31, 2026	STERLING INVESTMENT ADVISORS, LTD.	0.38%	491.58K	6.29M	154.15K	+45.68%
Mar 31, 2026	ROYAL BANK OF CANADA	0.39%	503.03K	6.44M	9.76K	+1.98%
Mar 31, 2026	CENTIVA CAPITAL, LP	0.6%	775.2K	9.92M	730.7K	+1,642.02%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.78%	1.02M	12.99M	910.86K	+873.09%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	178.92K	2.29M	-75.41K	-29.65%
Mar 31, 2026	MEASURED RISK PORTFOLIOS, INC.	0.14%	180.61K	2.31M	23.02K	+14.61%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	188.68K	2.42M	-92.88K	-32.99%
Mar 31, 2026	MAIA WEALTH LLC	0.15%	192.77K	2.47M	120.92K	+168.31%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.15%	194.02K	2.48M	63.65K	+48.82%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.17%	223.93K	2.87M	-16.02K	-6.68%
Mar 31, 2026	J.SAFRA ASSET MANAGEMENT CORP	0.17%	225.27K	2.88M	9.16K	+4.24%
Mar 31, 2026	TRANSCEND CAPITAL ADVISORS, LLC	0.9%	1.18M	15.05M	87.79K	+8.07%
Mar 31, 2026	MISSION HILLS FINANCIAL ADVISORY, LLC	0.96%	1.25M	16M	37.82K	+3.12%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.02%	1.32M	16.89M	-43.7K	-3.21%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.9%	2.25M	31.94M	2.22M	+6,447.09%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.24%	289.99K	4.11M	3.04K	+1.06%
Dec 31, 2025	CERITY PARTNERS LLC	0.23%	268.22K	3.8M	249.07K	+1,300.68%
Dec 31, 2025	BESSEMER GROUP INC	0.2%	230.56K	3.27M	0	0
Dec 31, 2025	MORGAN STANLEY	5.36%	6.35M	90.09M	446.03K	+7.55%
Dec 31, 2025	UBS GROUP AG	0.59%	699.06K	9.91M	-403K	-36.57%
Dec 31, 2025	LIDO ADVISORS, LLC	0.5%	574.7K	8.32M	348.98K	+154.61%
Dec 31, 2025	HAVEN PRIVATE, LLC	0.41%	471.72K	6.69M	-141.93K	-23.13%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	397.53K	5.64M	-32	-0.01%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.19%	216.11K	3.06M	32.25K	+17.54%
Dec 31, 2025	BLACK SWIFT GROUP, LLC	0.15%	170.51K	2.42M	170.51K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	168.15K	2.38M	11.4K	+7.27%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.12%	140.31K	1.99M	5.79K	+4.31%
Dec 31, 2025	GFS ADVISORS, LLC	0.12%	135.1K	1.92M	21.8K	+19.24%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.11%	130.37K	1.85M	-15.68K	-10.73%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.1%	115.14K	1.63M	97.65K	+558.47%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.09%	113.31K	1.61M	-8.95K	-7.32%
Dec 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.09%	112.03K	1.59M	-2.35K	-2.06%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	106.34K	1.51M	21.27K	+25.01%
Dec 31, 2025	WEALTH ALLIANCE	0.09%	101.77K	1.44M	4.72K	+4.87%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.09%	104.33K	1.48M	104.33K	+100.00%
Dec 31, 2025		0.08%	97.69K	1.39M	97.69K	+100.00%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.12%	140.77K	2M	17.21K	+13.93%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.11%	134.98K	1.96M	130.94K	+3,239.44%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.11%	128.44K	1.82M	18.67K	+17.01%
Dec 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.11%	125.7K	1.78M	-68.38K	-35.23%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.92%	5.83M	82.67M	-351.28K	-5.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.72%	4.41M	62.58M	2.46M	+126.07%
Dec 31, 2025	LPL FINANCIAL LLC	2.23%	2.56M	36.35M	-190.47K	-6.92%
Dec 31, 2025	GENERALI ASSET MANAGEMENT SPA SGR	1.84%	2.2M	31.2M	0	0
Dec 31, 2025	BAYVIEW ASSET MANAGEMENT, LLC	0.23%	274K	3.89M	274K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	254.34K	3.61M	-473.67K	-65.06%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.2%	239.95K	3.4M	12.16K	+5.34%
Dec 31, 2025	OPPENHEIMER & CO INC	0.2%	242.44K	3.44M	228.09K	+1,589.83%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	239.86K	3.4M	-56.31K	-19.01%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	159.73K	2.26M	-5.07K	-3.08%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.4%	1.67M	23.7M	94.84K	+6.02%
Dec 31, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	1.01%	1.21M	17.19M	90.09K	+8.03%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	117.23K	1.66M	19.5K	+19.95%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.09%	110.27K	1.58M	6.9K	+6.68%
Dec 31, 2025	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	0.09%	108.44K	1.54M	-26.19K	-19.46%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.09%	107.36K	1.52M	-27.7K	-20.51%
Dec 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.91%	1.09M	15.43M	1.09M	+100.00%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.71%	812.49K	11.52M	-39.5K	-4.64%
Dec 31, 2025	BARD ASSOCIATES INC	0.63%	749.44K	10.63M	80.66K	+12.06%
Dec 31, 2025	NAVITER WEALTH, LLC	0.46%	549.51K	7.79M	212.61K	+63.11%
Dec 31, 2025	ROYAL BANK OF CANADA	0.42%	493.27K	7M	-23.13K	-4.48%
Dec 31, 2025	CWM, LLC	0.31%	367.95K	5.22M	340.55K	+1,242.69%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.3%	356.06K	5.05M	-1.05K	-0.30%
Dec 31, 2025	MGO ONE SEVEN LLC	0.3%	355.6K	5.04M	178.41K	+100.69%
Dec 31, 2025	STERLING INVESTMENT ADVISORS, LTD.	0.29%	337.43K	4.78M	337.43K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.19%	219.2K	3.11M	206.8K	+1,667.74%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	202.87K	2.88M	153.54K	+311.26%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	189K	2.68M	-148.67K	-44.03%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	182.9K	2.59M	-401.92K	-68.73%
Dec 31, 2025	ALPHA WEALTH FUNDS, LLC	0.15%	176.06K	2.5M	106.63K	+153.57%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	167.93K	2.38M	23.56K	+16.32%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	157.89K	2.24M	-195.32K	-55.30%
Dec 31, 2025	MEASURED RISK PORTFOLIOS, INC.	0.13%	157.59K	2.23M	15.41K	+10.84%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.13%	149.75K	2.12M	6.19K	+4.31%
Dec 31, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.12%	144.91K	2.05M	18.71K	+14.82%
Dec 31, 2025	MARINER, LLC	0.27%	309.09K	4.38M	4.13K	+1.36%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	292.44K	4.15M	-116.59K	-28.50%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	281.56K	3.99M	-76.5K	-21.36%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	1.47%	1.75M	24.79M	1.29M	+279.02%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.33%	391.1K	5.55M	-670.21K	-63.15%
Dec 31, 2025	FIL LTD	0.31%	357.73K	5.07M	256.4K	+253.02%
Dec 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.14%	166.36K	2.37M	-20.15K	-10.80%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	158.33K	2.25M	-804	-0.51%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.22%	1.4M	19.89M	943.1K	+205.16%
Dec 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.36%	427.42K	6.06M	207.04K	+93.95%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.14%	157.67K	2.36M	157.67K	+100.00%
Sep 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	1%	1.12M	16.77M	122.93K	+12.30%
Sep 30, 2025	UBS GROUP AG	0.99%	1.1M	16.46M	72.39K	+7.03%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.76%	851.98K	12.73M	21.04K	+2.53%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	728.01K	10.88M	159.89K	+28.14%
Sep 30, 2025	HAVEN PRIVATE, LLC	0.55%	613.65K	9.17M	-4.45K	-0.72%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	584.82K	9.23M	46.07K	+8.55%
Sep 30, 2025	ROYAL BANK OF CANADA	0.46%	516.4K	7.72M	-2.53K	-0.49%
Sep 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.41%	461.18K	6.89M	461.18K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	459.69K	6.87M	37.01K	+8.76%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.38%	426.24K	6.37M	84.07K	+24.57%
Sep 30, 2025	MARSHALL WACE, LLP	0.31%	344.92K	5.15M	344.92K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	337.67K	5.04M	-13.92K	-3.96%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	296.17K	4.42M	175.74K	+145.93%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.26%	286.95K	4.29M	42.24K	+17.26%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.17%	194.07K	2.9M	-2.75K	-1.40%
Sep 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.17%	186.51K	2.67M	2.28K	+1.24%
Sep 30, 2025	MGO ONE SEVEN LLC	0.16%	177.19K	2.65M	10.1K	+6.04%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	164.8K	2.55M	75.65K	+84.86%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	159.13K	2.38M	-548	-0.34%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.14%	158.16K	2.36M	20.14K	+14.59%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.13%	146.05K	2.18M	7.45K	+5.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	144.37K	2.16M	53.92K	+59.61%
Sep 30, 2025	SHILANSKI & ASSOCIATES, INC.	0.19%	207.82K	3.1M	4.77K	+2.35%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.09%	97.85K	1.46M	-29.75K	-23.31%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.32%	357.12K	5.34M	22.86K	+6.84%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.13%	143.57K	2.14M	31.84K	+28.50%
Sep 30, 2025	MEASURED RISK PORTFOLIOS, INC.	0.13%	142.18K	2.12M	856	+0.61%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.32%	358.05K	5.35M	-17.82K	-4.74%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	409.03K	6.11M	1.23K	+0.30%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.32%	353.21K	5.28M	-26.95K	-7.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.36%	397.57K	5.94M	-65.69K	-14.18%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	156.75K	2.34M	-30.86K	-16.45%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.16%	183.86K	2.75M	91.78K	+99.68%
Sep 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.2%	220.37K	3.29M	-321.09K	-59.30%
Sep 30, 2025	BARD ASSOCIATES INC	0.6%	668.78K	9.99M	166.83K	+33.24%
Sep 30, 2025	TOUCHSTONE CAPITAL, INC.	0.93%	1.04M	15.49M	1.04M	+100.00%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.95%	1.06M	15.85M	1.06M	+100.00%
Sep 30, 2025	MARINER, LLC	0.27%	304.95K	4.56M	4.69K	+1.56%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.29%	325.82K	4.87M	20.37K	+6.67%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	1.41%	1.58M	23.55M	1.58M	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.75%	1.95M	29.16M	-191.81K	-8.95%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	1.97%	2.2M	32.87M	2.2M	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	2.47%	2.75M	41.15M	83.63K	+3.13%
Sep 30, 2025	MORGAN STANLEY	5.29%	5.91M	88.26M	1.21M	+25.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.53%	6.18M	92.35M	885.91K	+16.73%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	135.07K	2.02M	-43.46K	-24.34%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	134.61K	2.01M	133.24K	+9,732.87%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.12%	134.51K	2.01M	5.23K	+4.05%
Sep 30, 2025	MAGNOLIA CAPITAL ADVISORS LLC	0.11%	126.2K	1.89M	81.33K	+181.26%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.11%	122.25K	1.83M	9.78K	+8.69%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.11%	118.46K	1.77M	-59.87K	-33.57%
Sep 30, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.1%	114.38K	1.71M	13.51K	+13.39%
Sep 30, 2025	GFS ADVISORS, LLC	0.1%	113.3K	1.69M	35.5K	+45.63%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	109.77K	1.64M	10.14K	+10.18%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.1%	106.64K	1.59M	283	+0.27%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.09%	103.37K	1.54M	17.6K	+20.52%
Sep 30, 2025	FIL LTD	0.09%	101.33K	1.51B	101.33K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.09%	99.13K	1.48M	-24.04K	-19.52%
Sep 30, 2025	NAVITER WEALTH, LLC	0.3%	336.9K	5.03M	-501	-0.15%
Sep 30, 2025	BESSEMER GROUP INC	0.21%	230.56K	3.44M	230.56K	+100.00%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.2%	227.79K	3.4M	7.64K	+3.47%
Sep 30, 2025	LIDO ADVISORS, LLC	0.2%	225.72K	3.37M	151.82K	+205.42%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.19%	207.03K	3.09M	-52.4K	-20.20%
Sep 30, 2025	BRIDGES INVESTMENT MANAGEMENT INC	0.16%	179.37K	2.68M	73.6K	+69.59%
Sep 30, 2025	CYNOSURE GROUP, LLC	0.16%	173.16K	2.59M	16.72K	+10.69%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.21%	220.15K	3.58M	23.49K	+11.95%
Jun 30, 2025	SHILANSKI & ASSOCIATES, INC.	0.2%	203.05K	3.31M	3.04K	+1.52%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.19%	196.83K	3.2M	17.49K	+9.75%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	187.61K	3.05M	-12.56K	-6.28%
Jun 30, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.18%	184.23K	2.99M	5.86K	+3.28%
Jun 30, 2025	MISSION HILLS FINANCIAL ADVISORY, LLC	0.97%	999.23K	16.27M	133.64K	+15.44%
Jun 30, 2025	HAVEN PRIVATE, LLC	0.6%	618.1K	10.06M	19.31K	+3.22%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	143.56K	2.34M	130.88K	+1,031.49%
Jun 30, 2025	MEASURED RISK PORTFOLIOS, INC.	0.14%	141.32K	2.3M	2.65K	+1.91%
Jun 30, 2025		0.14%	141.32K	2.3M	2.65K	+1.91%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.11%	112.48K	1.83M	34.3K	+43.87%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.45%	463.26K	7.54M	23.89K	+5.44%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	422.68K	6.88M	7.67K	+1.85%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.34%	351.6K	5.72M	-117.2K	-25.00%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.33%	334.25K	5.44M	333.61K	+51,562.13%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.3%	305.45K	4.97M	-41.32K	-11.92%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.17%	178.33K	2.9M	16.25K	+10.02%
Jun 30, 2025	CYNOSURE GROUP, LLC	0.15%	156.44K	2.55M	3.21K	+2.09%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.14%	138.6K	2.26M	1.17K	+0.85%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.13%	129.28K	2.11M	4.79K	+3.85%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.12%	127.6K	2.08M	-15.34K	-10.73%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	127.29K	2.07M	12.46K	+10.85%
Jun 30, 2025	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	0.12%	120.36K	1.96M	22.6K	+23.12%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.12%	119.59K	1.95M	119.59K	+100.00%
Jun 30, 2025	MORGAN STANLEY	4.58%	4.7M	76.5B	227.62K	+5.09%
Jun 30, 2025	LPL FINANCIAL LLC	2.6%	2.67M	43.48M	-127.29K	-4.55%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.62%	635.8K	33.67M	537.48K	+546.62%
Jun 30, 2025	ROYAL BANK OF CANADA	0.51%	518.93K	8.45M	52.59K	+11.28%
Jun 30, 2025	BARD ASSOCIATES INC	0.49%	501.96K	8.17M	456.48K	+1,003.80%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	538.75K	8.78M	17.41K	+3.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.16%	5.3M	86.21M	2.04M	+62.58%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	407.8K	6.64M	120.81K	+42.10%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	178.53K	2.91M	-10.18K	-5.40%
Jun 30, 2025	MGO ONE SEVEN LLC	0.16%	167.09K	2.72M	22.67K	+15.70%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.13%	137.2K	2.23M	-8.54K	-5.86%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.12%	120.43K	1.96M	12K	+11.07%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.37%	380.16K	6.19M	193.96K	+104.17%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.21%	212.32K	3.46M	14.29K	+7.22%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.13%	138.02K	2.25M	138.02K	+100.00%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.81%	830.94K	13.53M	16.52K	+2.03%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.53%	541.46K	8.81M	413.3K	+322.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	375.87K	6.12M	3.74K	+1.00%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.33%	342.18K	5.57M	14.59K	+4.46%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.16%	159.68K	2.6M	2.17K	+1.38%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.12%	123.16K	2.01M	123.16K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.09%	2.14M	34.9M	531.14K	+32.93%
Jun 30, 2025	UBS GROUP AG	1%	1.03M	16.76M	-435.3K	-29.71%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.55%	568.12K	9.25M	96.82K	+20.54%
Jun 30, 2025	NAVITER WEALTH, LLC	0.33%	337.4K	5.49M	277.66K	+464.80%
Jun 30, 2025	MARINER, LLC	0.29%	300.27K	4.89M	28.78K	+10.60%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.24%	244.72K	3.98M	48.91K	+24.98%
Jun 30, 2025	GRAYPOINT LLC	0.24%	243.4K	3.96M	102.23K	+72.41%
Jun 30, 2025	BARINGS LLC	0.23%	236.28K	3.85M	0	0
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.25%	259.43K	4.22M	182.74K	+238.30%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	372.13K	6.24M	31.66K	+9.30%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.5%	439.37K	7.36M	25.5K	+6.16%
Mar 31, 2025	ROYAL BANK OF CANADA	0.53%	466.34K	7.82M	74.86K	+19.12%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	471.3K	7.9M	418.36K	+790.22%
Mar 31, 2025		0.16%	138.68K	2.32M	-5.84K	-4.04%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.16%	137.43K	2.3M	-3.89K	-2.75%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.48%	415.02K	6.96M	82.35K	+24.76%
Mar 31, 2025	CYNOSURE GROUP, LLC	0.18%	153.23K	2.57M	34.43K	+28.98%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.17%	145.74K	2.44M	145.74K	+100.00%
Mar 31, 2025	MGO ONE SEVEN LLC	0.17%	144.42K	2.42M	41.91K	+40.89%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.14%	124.49K	2.09M	9.92K	+8.66%
Mar 31, 2025	UBS GROUP AG	1.68%	1.46M	24.55M	21.46K	+1.49%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.74%	3.26M	54.59M	733.52K	+29.07%
Mar 31, 2025	LPL FINANCIAL LLC	3.21%	2.8M	46.89M	324.62K	+13.13%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.85%	1.61M	27.03M	-362.16K	-18.34%
Mar 31, 2025	SHILANSKI & ASSOCIATES, INC.	0.23%	200.01K	3.35M	2.15K	+1.09%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.15%	131.8K	2.22M	131.8K	+100.00%
Mar 31, 2025	TRUEMARK INVESTMENTS, LLC	0.26%	224.92K	3.77M	206.31K	+1,108.66%
Mar 31, 2025	BARINGS LLC	0.27%	236.28K	3.96M	0	0
Mar 31, 2025	ALPHA OMEGA GROUP, INC.	0.3%	261.93K	4.39M	41.96K	+19.08%
Mar 31, 2025	MARINER, LLC	0.31%	271.49K	4.56M	-10.27K	-3.65%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.31%	274.07K	4.59M	10.75K	+4.08%
Mar 31, 2025	MORGAN STANLEY	5.13%	4.47M	74.94M	416.42K	+10.27%
Mar 31, 2025	NAN FUNG TRINITY (HK) LTD	0.54%	474.8K	7.96M	135.8K	+40.06%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.21%	179.34K	3.01M	174	+0.10%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.23%	200.18K	3.36M	-7.31K	-3.52%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	111.62K	1.87M	1.85K	+1.69%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.93%	814.43K	13.65M	-191.9K	-19.07%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.23%	196.66K	3.3M	17.47K	+9.75%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.22%	195.81K	3.28M	-9.76K	-4.75%
Mar 31, 2025	BLACK SWIFT GROUP, LLC	0.13%	112.14K	1.88M	-172.79K	-60.64%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	113.57K	1.9M	22.91K	+25.27%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.13%	114.83K	1.92M	5.91K	+5.42%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.54%	468.79K	7.86M	50.55K	+12.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	521.34K	8.74M	87.31K	+20.12%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.38%	327.58K	5.49M	-13.67K	-4.01%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.22%	188.71K	3.16M	-116.23K	-38.12%
Mar 31, 2025	FINANCIAL MANAGEMENT NETWORK INC	0.2%	178.37K	2.54M	17.55K	+10.91%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.21%	186.2K	3.12M	-262.04K	-58.46%
Mar 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.15%	128.16K	2.15M	-134.06K	-51.13%
Mar 31, 2025	GRAYPOINT LLC	0.16%	141.17K	2.37M	11.54K	+8.90%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.16%	142.94K	2.4M	6.1K	+4.46%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.18%	157.51K	2.64M	70.18K	+80.35%
Mar 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.19%	162.08K	2.72M	38.41K	+31.06%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.2%	175.84K	2.91M	23.63K	+15.53%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.23%	198.03K	3.32M	48.16K	+32.13%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	286.99K	4.81M	-72.69K	-20.21%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	293.4K	4.92M	-56.9K	-16.24%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.4%	346.78K	5.81M	6.23K	+1.83%
Mar 31, 2024	SHILANSKI & ASSOCIATES, INC.	0.32%	204.57K	3.46M	-306	-0.15%
Mar 31, 2024	ANFIELD CAPITAL MANAGEMENT, LLC	0.13%	84.16K	1.42M	5.77K	+7.36%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.14%	88.96K	1.5M	720	+0.82%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.14%	89.91K	1.52M	1.75K	+1.99%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.14%	90.31K	1.53M	-3.3K	-3.53%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	90.58K	1.47M	9.15K	+11.24%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.14%	91.7K	1.55M	16.91K	+22.61%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.15%	96.98K	1.64M	9.14K	+10.41%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.15%	98.14K	1.66M	98.14K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	99.23K	1.68M	4.19K	+4.41%
Mar 31, 2024	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.16%	101.56K	1.72M	-2K	-1.93%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.16%	102.16K	1.73M	53.19K	+108.62%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.16%	103.03K	1.74M	-423	-0.41%
Mar 31, 2024	ALPHA OMEGA GROUP, INC.	0.16%	103.58K	1.75M	6.41K	+6.60%
Mar 31, 2024	BLACK SWIFT GROUP, LLC	0.17%	107.14K	1.81M	107.14K	+100.00%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.17%	107.45K	1.82M	-2.2K	-2.01%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.18%	113.47K	1.92M	2.76K	+2.49%
Mar 31, 2024	CREATIVE PLANNING	0.18%	116.55K	1.97M	-2.57K	-2.16%
Mar 31, 2024	FINANCIAL MANAGEMENT NETWORK INC	0.19%	122.56K	1.98M	5.29K	+4.51%
Mar 31, 2024	BARINGS LLC	0.21%	132.07K	2.23M	-31.24K	-19.13%
Mar 31, 2024	ALPHAQ ADVISORS LLC	0.46%	294.07K	4.97M	133.41K	+83.04%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.46%	294.77K	4.98M	31.96K	+12.16%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.55%	351.89K	5.95M	124.76K	+54.92%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	359.72K	6.08M	359.72K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.69%	444.49K	7.51M	37.91K	+9.32%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.72%	460.47K	7.78M	460.47K	+100.00%
Mar 31, 2024	HILLTOP HOLDINGS INC.	1%	634.95K	10.73M	-71.12K	-10.07%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.34%	855.66K	14.46M	855.66K	+100.00%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	1.43%	908.89K	15.36M	51.99K	+6.07%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.72%	1.1M	18.6M	203.45K	+22.68%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.03%	1.94M	32.73M	47.88K	+2.53%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.16%	103.03K	1.74M	103.03K	+100.00%
Mar 31, 2024	MORGAN STANLEY	8.29%	5.3M	89.6M	1.67M	+46.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.17%	106.61K	1.8M	-21.46K	-16.76%
Mar 31, 2024	LPL FINANCIAL LLC	3.8%	2.43M	41.07M	281.35K	+13.09%
Mar 31, 2024	PERENNIAL INVESTMENT ADVISORS, LLC	0.1%	61.77K	1.04M	2.94K	+4.99%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.1%	62.78K	1.06M	1.73K	+2.84%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.1%	63.13K	1.07M	-16.23K	-20.45%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.1%	66.06K	1.12M	-900	-1.34%
Mar 31, 2024	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.27%	171.74K	2.9M	171.74K	+100.00%
Mar 31, 2024	ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD.	0.23%	149.49K	2.53M	0	0
Mar 31, 2024	MARSHALL WACE, LLP	0.2%	128.04K	2.16M	66.59K	+108.37%
Mar 31, 2024	SLATESTONE WEALTH, LLC	0.13%	83.7K	1.42M	-6.2K	-6.90%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.13%	82.14K	1.39M	3.36K	+4.27%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.13%	80.62K	1.36M	300	+0.37%
Mar 31, 2024	SMITH, MOORE & CO.	0.12%	79.43K	1.34M	12.16K	+18.07%
Mar 31, 2024	GFS ADVISORS, LLC	0.12%	77.8K	1.32M	30.6K	+64.83%
Mar 31, 2024	GUIDANCE CAPITAL, INC	0.12%	75.04K	1.21M	75.04K	+100.00%
Mar 31, 2024	BRIDGES INVESTMENT MANAGEMENT INC	0.1%	66.31K	1.12M	8.96K	+15.62%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	0.1%	67.07K	4.13M	67.07K	+100.00%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	73.33K	1.24M	5.94K	+8.81%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.28%	176.2K	2.98M	91.16K	+107.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.27%	174.76K	2.95M	-540.95K	-75.58%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.44%	281.87K	4.76M	-16.75K	-5.61%
Mar 31, 2024	PROFICIO CAPITAL PARTNERS LLC	0.44%	279.37K	4.55M	279.37K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.41%	264.27K	4.47M	25.37K	+10.62%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.39%	248.31K	4.2M	-4.5K	-1.78%
Mar 31, 2024	TOWNSQUARE CAPITAL LLC	0.38%	242.71K	4.1M	46.02K	+23.40%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.3%	188.86K	3.19M	7.06K	+3.88%
Dec 31, 2023	HILLTOP HOLDINGS INC.	1.25%	706.07K	11.33M	193.89K	+37.86%
Dec 31, 2023	UBS GROUP AG	0.72%	406.58K	6.52M	9.49K	+2.39%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.53%	298.62K	4.79M	7.8K	+2.68%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.47%	262.81K	4.22M	-266.24K	-50.32%
Dec 31, 2023	BECK BODE, LLC	0.13%	70.59K	1.13M	-5.9K	-7.71%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.45%	252.82K	4.16M	236.27K	+1,427.41%
Dec 31, 2023	ROYAL BANK OF CANADA	0.42%	238.9K	3.83M	33.76K	+16.46%
Dec 31, 2023		0.12%	67.39K	1.08M	67.39K	+100.00%
Dec 31, 2023	SMITH, MOORE & CO.	0.12%	67.27K	1.08M	6.92K	+11.47%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.4%	227.14K	3.64M	227.14K	+100.00%
Dec 31, 2023	SHILANSKI & ASSOCIATES, INC.	0.36%	204.88K	3.29M	1.51K	+0.74%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.12%	66.96K	1.08M	11.31K	+20.33%
Dec 31, 2023	MARSHALL WACE, LLP	0.11%	61.45K	985.63K	0	0
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.11%	61.04K	979.14K	-1.64K	-2.61%
Dec 31, 2023	TOWNSQUARE CAPITAL LLC	0.35%	196.68K	3.15M	24.02K	+13.91%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.32%	181.8K	2.92M	2.04K	+1.13%
Dec 31, 2023	BARINGS LLC	0.29%	163.31K	2.62M	0	0
Dec 31, 2023	AXS INVESTMENTS LLC	0.11%	60K	962.4K	-20K	-25.00%
Dec 31, 2023	MORGAN STANLEY	6.43%	3.63M	58.25M	472.33K	+14.95%
Dec 31, 2023	ALPHAQ ADVISORS LLC	0.28%	160.66K	2.58M	98.26K	+157.46%
Dec 31, 2023	FINANCIAL MANAGEMENT NETWORK INC	0.21%	117.27K	1.92M	12.36K	+11.79%
Dec 31, 2023	CREATIVE PLANNING	0.21%	119.12K	1.91M	-8.22K	-6.46%
Dec 31, 2023	HUDSON BAY CAPITAL MANAGEMENT LP	0.21%	120.92K	1.94M	120.92K	+100.00%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.22%	121.8K	1.95M	33.9K	+38.57%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.23%	128.07K	2.06M	-13.76K	-9.70%
Dec 31, 2023	ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD.	0.26%	149.49K	2.4M	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.2%	110.71K	1.78M	110.71K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	3.81%	2.15M	34.47M	-22.52K	-1.04%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.34%	1.89M	30.3M	-11.34K	-0.60%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.19%	109.65K	1.81M	109.65K	+100.00%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.18%	103.46K	1.66M	-3.07K	-2.88%
Dec 31, 2023	ALPHA OMEGA GROUP, INC.	0.17%	97.17K	1.56M	8.63K	+9.75%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.17%	95.04K	1.52M	65.61K	+222.98%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.17%	93.62K	1.5M	93.62K	+100.00%
Dec 31, 2023	SLATESTONE WEALTH, LLC	0.16%	89.9K	1.44M	0	0
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.16%	88.24K	1.42M	69.5K	+370.77%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.16%	88.16K	1.41M	1.26K	+1.45%
Dec 31, 2023	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.16%	87.83K	1.41M	6.15K	+7.53%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.15%	85.04K	1.36M	85.04K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	81.43K	1.31M	-121.04K	-59.78%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.14%	80.32K	1.29B	4K	+5.23%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	79.36K	1.27M	-37.65K	-32.18%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.14%	78.78K	1.26M	11.44K	+16.99%
Dec 31, 2023	ANFIELD CAPITAL MANAGEMENT, LLC	0.14%	78.39K	1.26M	-61.09K	-43.80%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.13%	74.79K	1.2M	-9.25K	-11.01%
Dec 31, 2023	MARINER, LLC	0.13%	72.5K	1.16M	38	+0.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.59%	896.99K	14.39M	103.47K	+13.04%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	1.52%	856.9K	13.74M	58.36K	+7.31%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.27%	715.71K	11.48M	-78.55K	-9.89%

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