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

Who are the major shareholders selling Invesco BulletShares 2034 Municipal Bond ETF stock?

ROOT FINANCIAL PARTNERS, LLC, in the last quarter, reduced its stake in BSMY by -100% restricting it's holding to 0 shares of worth nearly -. GOLDEN STATE EQUITY PARTNERS also lessened -100% of the BSMY shares from its portfolio, reducing its holding to 0 shares of worth -. FIRST COMMAND ADVISORY SERVICES, INC. also shunned BSMY shares holding by -66.96% last quarter which brought its holding to 1.78 thousand shares worth $43.81K.

Investors who are buying BSMY stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in BSMY by 5.68% in the last quarter. The institutional holder raised its holding to 122.6 thousand shares having worth more than $3.02M. CLARK ASSET MANAGEMENT, LLC also added 30.58% more shares of BSMY to its portfolio, raising its holding to 46.52 thousand shares of worth $1.15M. CASSADAY & CO WEALTH MANAGEMENT LLC also increased its BSMY shares holding by 100% which brought its holding to 596 shares worth $14.69K.

BSMY's major insiders: who are they?

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

Did an insider recently sell BSMY stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2034 Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSMY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSMY stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2034 Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of BSMY does insiders own?

Around 0 Invesco BulletShares 2034 Municipal Bond ETF shares are held by insiders, which represents about N/A of BSMY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSMY?

BANK OF AMERICA CORP /DE/ is the largest institutional owner in BSMY which holds 122.6 thousand shares worth $3.02M or 2.11% of the total BSMY shares outstanding followed by CLARK ASSET MANAGEMENT, LLC with ownership of 46.52 thousand shares representing 0.8% of the BSMY ownership. ROOT FINANCIAL PARTNERS, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Invesco BulletShares 2034 Municipal Bond 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 BSMY is concerned, it is a stock which is not optionable.

Is there a short position on BSMY's shares?

Number of BSMY 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 BSMY shares are there?

As of today, null shares of BSMY are outstanding.

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

BSMY 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 BSMY is null.

Invesco BulletShares 2034 Municipal Bond ETF (BSMY) 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. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 122.6K shares valued at $3.02M. A 2.11% stake in Invesco BulletShares 2034 Municipal Bond ETF is owned by the company. CLARK ASSET MANAGEMENT, LLC owns 46.52K shares valued at $1.15M, which translates its holding of 0.8% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.11%	122.6K	3.02M	6.59K	+5.68%
Jun 30, 2026	CLARK ASSET MANAGEMENT, LLC	0.8%	46.52K	1.15M	10.89K	+30.58%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-135	-100.00%
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-5.8K	-100.00%
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.03%	596	14.69K	596	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.07%	1.65K	40.77K	0	0
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.08%	1.78K	43.81K	-3.6K	-66.96%
Jun 30, 2026	ASSET DEDICATION, LLC	0.15%	8.69K	214.17K	1.62K	+22.99%
Jun 30, 2026	WEDMONT PRIVATE CAPITAL	0.42%	24.36K	598.54K	24.36K	+100.00%
Jun 30, 2026	NESTEGG ADVISORS, INC.	2.14%	124.04K	3.06M	45.59K	+58.10%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.09%	2.02K	49.77K	2.02K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.17%	3.86K	95.06K	3.86K	+100.00%
Jun 30, 2026	BILL FEW ASSOCIATES, INC.	0.16%	9.42K	232.22K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.22%	12.88K	317.46K	-61.61K	-82.71%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.23%	13.1K	322.93K	13.1K	+100.00%
Jun 30, 2026	ADDISON ADVISORS LLC	0.24%	13.96K	344.01K	-9.47K	-40.43%
Jun 30, 2026	ROYAL BANK OF CANADA	0.25%	14.78K	364K	632	+4.47%
Jun 30, 2026	YARGER WEALTH STRATEGIES, LLC	0.28%	16.01K	393.33K	145	+0.91%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.29%	16.63K	403.48K	16.63K	+100.00%
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.3%	17.51K	430.28K	1.52K	+9.49%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	22.55K	555.81K	0	0
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.42%	24.21K	596.86K	0	0
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.46%	26.94K	664.13K	1.34K	+5.21%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.84%	48.93K	1.21M	24K	+96.24%
Jun 30, 2026	INVESCO LTD.	1.66%	96.22K	2.37M	2.03K	+2.16%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.11%	6.4K	157.57K	2.3K	+56.14%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.15%	8.86K	218.48K	80	+0.91%
Jun 30, 2026	COOKSON PEIRCE & CO INC	0.16%	9.17K	226.03K	817	+9.78%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	14.06K	346.62K	128	+0.92%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.25%	14.26K	351.61K	14.26K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.41%	81.72K	2.01M	12.46K	+17.99%
Jun 30, 2026	D.A. DAVIDSON & CO.	1.76%	102.33K	2.52M	6.47K	+6.75%
Jun 30, 2026	LIDO ADVISORS, LLC	2.42%	140.23K	3.46M	140.23K	+100.00%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	3.32%	192.72K	4.75M	44.37K	+29.91%
Jun 30, 2026	BCS WEALTH MANAGEMENT	4.05%	234.98K	5.79M	3.52K	+1.52%
Jun 30, 2026	LPL FINANCIAL LLC	4.81%	279.14K	6.88M	29.97K	+12.03%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.84%	280.42K	6.91M	-4.64K	-1.63%
Jun 30, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	5.23%	303.47K	7.48M	-24.24K	-7.40%
Jun 30, 2026	DWM FINANCIAL GROUP, INC.	0.3%	17.29K	425.11K	17.29K	+100.00%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.6%	34.95K	861.56K	22.8K	+187.65%
Jun 30, 2026	KEY FINANCIAL INC	0.61%	35.62K	878.08K	4.03K	+12.74%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.68%	39.38K	970.82K	3.14K	+8.66%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.72%	42.04K	1.04M	42.04K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.96%	55.82K	1.38M	22.31K	+66.56%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.26%	15.18K	374.26K	4.39K	+40.68%
Jun 30, 2026	IFP ADVISORS, INC	0.07%	3.95K	97.37K	450	+12.86%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.08%	4.66K	114.92K	0	0
Jun 30, 2026	IFG ADVISORY, LLC	0.22%	12.65K	311.81K	12.65K	+100.00%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.22%	12.86K	317.02K	12.86K	+100.00%
Jun 30, 2026	TASSEL CAPITAL MANAGEMENT, INC.	0.29%	16.7K	411.6K	151	+0.91%
Jun 30, 2026	UBS GROUP AG	0.51%	29.66K	731.1K	1.98K	+7.14%
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.59%	34.17K	842.43K	13.54K	+65.63%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.88%	50.89K	1.25M	-11.66K	-18.64%
Jun 30, 2026	MONECO ADVISORS, LLC	0.89%	51.52K	1.27M	3.9K	+8.19%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	2.09%	121.35K	2.99M	34.07K	+39.04%
Jun 30, 2026	ENVISION FINANCIAL PLANNING, LLC	2.11%	122.52K	3.02M	7.53K	+6.55%
Jun 30, 2026	HILLS BANK & TRUST CO	2.31%	134.06K	3.3M	23.9K	+21.69%
Mar 31, 2026	CERITY PARTNERS LLC	0%	0	-	-20.53K	-100.00%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0%	0	-	-14.09K	-100.00%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-13.41K	-100.00%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.01%	135	3.28K	135	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.07%	1.65K	40.12K	1.65K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0.15%	3.5K	84.9K	0	0
Mar 31, 2026	KEY FINANCIAL INC	1.35%	31.6K	766.43K	7.24K	+29.70%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	4.1K	98.79K	4.1K	+100.00%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	1.53%	35.63K	864.21K	1.92K	+5.68%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.55%	36.24K	879.18K	21.81K	+151.03%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	14.05%	327.71K	7.95M	-38.64K	-10.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	12.22%	285.06K	6.91M	5.14K	+1.84%
Mar 31, 2026	BCS WEALTH MANAGEMENT	9.92%	231.47K	5.61M	-133.76K	-36.62%
Mar 31, 2026	STIFEL FINANCIAL CORP	2.68%	62.55K	1.52M	9.29K	+17.45%
Mar 31, 2026	MONECO ADVISORS, LLC	2.04%	47.62K	1.16M	1.5K	+3.25%
Mar 31, 2026	MORGAN STANLEY	1.44%	33.51K	812.98K	33.29K	+14,996.40%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.2%	4.66K	113.09K	0	0
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.23%	5.38K	130.48K	0	0
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.38%	8.78K	213.05K	68	+0.78%
Mar 31, 2026	BILL FEW ASSOCIATES, INC.	0.4%	9.42K	228.51K	9.42K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.46%	10.79K	261.78K	-1.46K	-11.89%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.52%	12.15K	294.73K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	13.93K	337.99K	-10.58K	-43.16%
Mar 31, 2026	ROYAL BANK OF CANADA	0.61%	14.15K	343K	6.13K	+76.40%
Mar 31, 2026	YARGER WEALTH STRATEGIES, LLC	0.68%	15.86K	384.81K	138	+0.88%
Mar 31, 2026	TASSEL CAPITAL MANAGEMENT, INC.	0.71%	16.55K	401.37K	145	+0.88%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.88%	20.63K	500.51K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.97%	22.55K	546.94K	3.34K	+17.36%
Mar 31, 2026	ADDISON ADVISORS LLC	1%	23.43K	568.29K	225	+0.97%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	1.04%	24.21K	587.33K	-6.85K	-22.05%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.07%	24.94K	604.95K	21.1K	+549.38%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.1%	25.61K	629.43K	-535	-2.05%
Mar 31, 2026	UBS GROUP AG	1.19%	27.68K	671.51K	3.77K	+15.74%
Mar 31, 2026	NESTEGG ADVISORS, INC.	3.36%	78.46K	1.9M	21.61K	+38.01%
Mar 31, 2026	LPL FINANCIAL LLC	10.68%	249.18K	6.04M	-16.81K	-6.32%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3.74%	87.28K	2.12M	44.73K	+105.13%
Mar 31, 2026	INVESCO LTD.	4.04%	94.19K	2.28M	-8.86K	-8.60%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	2.97%	69.26K	1.68M	18.1K	+35.39%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.97%	116.02K	2.81M	57.16K	+97.12%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.69%	15.99K	386.42K	2.84K	+21.56%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	6.36%	148.35K	3.6M	11.68K	+8.54%
Mar 31, 2026	JANE STREET GROUP, LLC	3.19%	74.49K	1.81M	-1.94K	-2.53%
Mar 31, 2026	D.A. DAVIDSON & CO.	4.11%	95.86K	2.33M	5.98K	+6.65%
Mar 31, 2026	HILLS BANK & TRUST CO	4.72%	110.16K	2.67M	4.17K	+3.93%
Mar 31, 2026	ENVISION FINANCIAL PLANNING, LLC	4.93%	114.99K	2.79M	5.77K	+5.28%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.25%	5.8K	140.7K	5.8K	+100.00%
Mar 31, 2026	ASSET DEDICATION, LLC	0.3%	7.06K	171.36K	-14.06K	-66.56%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.36%	8.35K	202.6K	-203	-2.37%
Mar 31, 2026	KOSS-OLINGER CONSULTING, LLC	0%	0	-	-22.51K	-100.00%
Mar 31, 2026	ELEQUIN SECURITIES, LLC	0%	0	-	-32.89K	-100.00%
Dec 31, 2025	ASSET DEDICATION, LLC	0.91%	21.12K	519.23K	1.19K	+5.99%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.52%	12.15K	298.66K	2.95K	+32.07%
Dec 31, 2025	HILLS BANK & TRUST CO	4.54%	105.99K	2.61M	72K	+211.83%
Dec 31, 2025	YARGER WEALTH STRATEGIES, LLC	0.67%	15.73K	386.54K	350	+2.28%
Dec 31, 2025	ORG PARTNERS LLC	0.25%	5.8K	142.57K	0	0
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.23%	5.38K	132.22K	263	+5.14%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.2%	4.66K	114.6K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.15%	3.5K	86.03K	3.5K	+100.00%
Dec 31, 2025	COMERICA BANK	0.04%	897	22.05K	0	0
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	15.7%	366.35K	9.01M	25.38K	+7.44%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.37%	8.72K	214.23K	80	+0.93%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.37%	8.56K	210.29K	8.56K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.34%	8.02K	197K	1.33K	+19.89%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.84K	94.39K	1.5K	+64.10%
Dec 31, 2025	MORGAN STANLEY	0.01%	222	5.46K	0	0
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	1.12%	26.14K	642.58K	231	+0.89%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.6%	14.09K	346.27K	3.39K	+31.73%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.53%	12.25K	301.08K	601	+5.16%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.28%	53.25K	1.31M	5.37K	+11.22%
Dec 31, 2025	BCS WEALTH MANAGEMENT	15.66%	365.22K	8.98M	365.22K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	12%	279.92K	6.88M	16.94K	+6.44%
Dec 31, 2025	LPL FINANCIAL LLC	11.4%	265.98K	6.54M	4.71K	+1.80%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	5.86%	136.68K	3.36M	136.68K	+100.00%
Dec 31, 2025	INVESCO LTD.	4.42%	103.05K	2.53M	26.61K	+34.82%
Dec 31, 2025	STONEX GROUP INC.	0.57%	13.41K	329.55K	-3.75K	-21.87%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.56%	13.16K	323.42K	3.46K	+35.68%
Dec 31, 2025	D.A. DAVIDSON & CO.	3.85%	89.88K	2.21M	7.67K	+9.33%
Dec 31, 2025	JANE STREET GROUP, LLC	3.28%	76.42K	1.88M	-9.71K	-11.27%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.19%	51.15K	1.26M	14.79K	+40.66%
Dec 31, 2025	MONECO ADVISORS, LLC	1.98%	46.12K	1.13M	1.73K	+3.89%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.82%	42.55K	1.05M	10.77K	+33.89%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	1.45%	33.71K	828.67K	18.7K	+124.61%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	1.41%	32.89K	808.4K	-27.31K	-45.36%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	1.33%	31.06K	763.54K	31.06K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	24.51K	602.53K	1.99K	+8.82%
Dec 31, 2025	KEY FINANCIAL INC	1.04%	24.36K	598.8K	19.64K	+415.56%
Dec 31, 2025	UBS GROUP AG	1.03%	23.92K	587.9K	8.37K	+53.85%
Dec 31, 2025	ADDISON ADVISORS LLC	0.99%	23.2K	570.33K	2.21K	+10.50%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.96%	22.51K	553K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.52%	58.86K	1.45M	20.39K	+52.99%
Dec 31, 2025	ENVISION FINANCIAL PLANNING, LLC	4.68%	109.22K	2.68M	1.95K	+1.81%
Dec 31, 2025	NESTEGG ADVISORS, INC.	2.44%	56.85K	1.4M	56.85K	+100.00%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.88%	20.63K	507.18K	3.11K	+17.78%
Dec 31, 2025	CERITY PARTNERS LLC	0.88%	20.53K	504.7K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.82%	19.21K	472.25K	8.56K	+80.33%
Dec 31, 2025	TASSEL CAPITAL MANAGEMENT, INC.	0.7%	16.4K	403.17K	171	+1.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.62%	14.44K	354.9K	-9.34K	-39.29%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.39%	9.2K	223.84K	9.2K	+100.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.37%	8.64K	210.1K	8.64K	+100.00%
Sep 30, 2025	ORG PARTNERS LLC	0.25%	5.8K	141.11K	5.8K	+100.00%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.22%	5.12K	124.47K	1.18K	+30.11%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.56%	36.37K	884.83K	15.73K	+76.21%
Sep 30, 2025	HILLS BANK & TRUST CO	1.46%	33.99K	827K	33.99K	+100.00%
Sep 30, 2025	MONECO ADVISORS, LLC	1.9%	44.39K	1.08M	15.65K	+54.43%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.05%	47.88K	1.16M	21.31K	+80.17%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.36%	31.78K	773.16K	15.19K	+91.58%
Sep 30, 2025	STERLING FINANCIAL GROUP, INC.	1.33%	31.06K	755.74K	31.06K	+100.00%
Sep 30, 2025	KEY FINANCIAL INC	0.2%	4.73K	115.17K	4.73K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.67%	15.55K	378.23K	15.55K	+100.00%
Sep 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.66%	15.38K	374.08K	122	+0.80%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0%	0	-	-54.2K	-100.00%
Sep 30, 2025	COMERICA BANK	0.04%	897	21.82K	897	+100.00%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	2.58%	60.19K	1.46M	-53.17K	-46.90%
Sep 30, 2025	INVESCO LTD.	3.28%	76.43K	1.86M	-198	-0.26%
Sep 30, 2025	D.A. DAVIDSON & CO.	3.52%	82.21K	2M	17.59K	+27.21%
Sep 30, 2025	LPL FINANCIAL LLC	11.2%	261.27K	6.36M	32.84K	+14.37%
Sep 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	10.65K	259.21K	5.08K	+91.14%
Sep 30, 2025	JANE STREET GROUP, LLC	3.69%	86.13K	2.1M	9.46K	+12.34%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.2%	4.66K	113.43K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	2.34K	55.39K	0	0
Sep 30, 2025	ENVISION FINANCIAL PLANNING, LLC	4.6%	107.28K	2.61M	88.36K	+467.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	11.27%	262.98K	6.4M	11.94K	+4.76%
Sep 30, 2025	STONEX GROUP INC.	0.74%	17.16K	417.48K	-3.7K	-17.75%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.75%	17.52K	426.24K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	0	-	-291	-100.00%
Sep 30, 2025	TASSEL CAPITAL MANAGEMENT, INC.	0.7%	16.23K	394.89K	16.23K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.88%	20.53K	499.54K	20.53K	+100.00%
Sep 30, 2025	ADDISON ADVISORS LLC	0.9%	21K	510.86K	3.63K	+20.90%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.96%	22.51K	534K	0	0
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.46%	10.69K	260.18K	10.69K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	14.62%	340.97K	8.3M	328.39K	+2,611.07%
Sep 30, 2025	ROYAL BANK OF CANADA	0.29%	6.69K	163K	2.67K	+66.53%
Sep 30, 2025	MORGAN STANLEY	0.01%	222	5.4K	222	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	22.53K	548K	8.36K	+58.98%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.02%	23.78K	578.58K	4.84K	+25.57%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.11%	25.91K	630.39K	13.87K	+115.25%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.5%	11.65K	283.36K	-134	-1.14%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.64%	15.01K	365.16K	15.01K	+100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0.85%	19.93K	484.9K	4.22K	+26.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.65%	38.47K	936K	23.14K	+150.92%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.42%	9.7K	235.92K	9.7K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	2.34K	55.48K	720	+44.44%
Jun 30, 2025		0%	0	-	-11.07K	-100.00%
Jun 30, 2025	CGN ADVISORS LLC	0%	0	-	-31.22K	-100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	291	6.9K	0	0
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.17%	3.93K	93.25K	1.85K	+88.49%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.2%	4.66K	110.57K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.5%	11.78K	279K	3.13K	+36.18%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.51%	12.04K	285.47K	12.04K	+100.00%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.53%	12.58K	298.28K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	14.17K	336K	14.17K	+100.00%
Jun 30, 2025	ASSET DEDICATION, LLC	0.66%	15.71K	372.68K	15.57K	+11,044.68%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.7%	16.59K	393.39K	2.47K	+17.48%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.74%	17.52K	415.48K	17.52K	+100.00%
Jun 30, 2025	ENVISION FINANCIAL PLANNING, LLC	0.8%	18.92K	448.71K	10.11K	+114.85%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.8%	18.94K	449.13K	-19.59K	-50.85%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.87%	20.64K	489.49K	7.6K	+58.24%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.12%	26.58K	630.28K	16.13K	+154.41%
Jun 30, 2025	TASSEL CAPITAL MANAGEMENT, INC.	0%	0	-	-11.07K	-100.00%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	2.28%	54.2K	1.29M	5.66K	+11.65%
Jun 30, 2025	YARGER WEALTH STRATEGIES, LLC	0.64%	15.25K	361.74K	15.25K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.64%	15.33K	363.61K	8.18K	+114.28%
Jun 30, 2025	D.A. DAVIDSON & CO.	2.72%	64.62K	1.53M	64.62K	+100.00%
Jun 30, 2025	INVESCO LTD.	3.22%	76.63K	1.82M	-175	-0.23%
Jun 30, 2025	ADDISON ADVISORS LLC	0.73%	17.37K	411.88K	3.68K	+26.84%
Jun 30, 2025	STONEX GROUP INC.	0.88%	20.86K	494.79K	-5.37K	-20.47%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.95%	22.51K	533.85K	22.51K	+100.00%
Jun 30, 2025	MONECO ADVISORS, LLC	1.21%	28.75K	681.77K	-6.94K	-19.45%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	4.77%	113.36K	2.69M	25.3K	+28.73%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	10.56%	251.04K	5.95M	236.18K	+1,589.47%
Jun 30, 2025	FMR LLC	0%	1	24	1	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.17%	4.02K	95K	1.92K	+91.70%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	5.57K	132.19K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	9.61%	228.44K	5.42M	-10.84K	-4.53%
Jun 30, 2025	JANE STREET GROUP, LLC	3.22%	76.67K	1.82M	-26.42K	-25.63%
Mar 31, 2025	JANE STREET GROUP, LLC	9.33%	103.08K	2.48M	103.08K	+100.00%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	7.97%	88.06K	2.12M	88.06K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.49%	38.53K	926.27K	2.57K	+7.16%
Mar 31, 2025	MONECO ADVISORS, LLC	3.23%	35.69K	857.99K	8.01K	+28.94%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.28%	14.12K	339.43K	14.12K	+100.00%
Mar 31, 2025	CGN ADVISORS LLC	2.83%	31.22K	750.43K	10.64K	+51.68%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.14%	12.58K	302.36K	12.58K	+100.00%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-136	-100.00%
Mar 31, 2025	INVESCO LTD.	6.95%	76.81K	1.85M	11.37K	+17.37%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.65%	7.16K	172.01K	7.16K	+100.00%
Mar 31, 2025	STONEX GROUP INC.	2.37%	26.23K	631K	1.04K	+4.12%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.78%	8.65K	208K	67	+0.78%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.95%	10.45K	251.13K	10.45K	+100.00%
Mar 31, 2025	ASSET DEDICATION, LLC	0.01%	141	3.39K	141	+100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.03%	291	7K	291	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	1.62K	38.94K	1.62K	+100.00%
Mar 31, 2025	ADDISON ADVISORS LLC	1.24%	13.69K	329.17K	6.61K	+93.34%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.18%	13.04K	313.56K	13.04K	+100.00%
Mar 31, 2025		1%	11.07K	266.2K	11.07K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	21.66%	239.27K	5.75M	194.08K	+429.50%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.19%	2.09K	50.15K	2.09K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.19%	2.1K	50K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.42%	4.66K	112.08K	4.66K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.35%	14.86K	357.22K	4.31K	+40.83%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.5%	5.57K	134K	5.57K	+100.00%
Mar 31, 2025	ENVISION FINANCIAL PLANNING, LLC	0.8%	8.81K	211.7K	8.81K	+100.00%

Frequently Asked Questions