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

Who are the major shareholders selling Simplify Treasury Option Income ETF stock?

AUTHENTIKOS WEALTH ADVISORY, LLC, in the last quarter, reduced its stake in BUCK by -4.74% restricting it's holding to 84.38 thousand shares of worth nearly $1.98M. OWEN LARUE, LLC also lessened -10.81% of the BUCK shares from its portfolio, reducing its holding to 228.4 thousand shares of worth $5.35M. ENVESTNET ASSET MANAGEMENT INC also shunned BUCK shares holding by -44.44% last quarter which brought its holding to 319.3 thousand shares worth $7.48M.

Investors who are buying BUCK stock?

As per its latest 13F filing, PARK EDGE ADVISORS, LLC increased its stake in BUCK by 1.69% in the last quarter. The institutional holder raised its holding to 142.41 thousand shares having worth more than $3.34M. B.O.S.S. RETIREMENT ADVISORS, LLC also added 7.52% more shares of BUCK to its portfolio, raising its holding to 145.51 thousand shares of worth $3.41M. HOWARD BAILEY SECURITIES, LLC also increased its BUCK shares holding by 0.83% which brought its holding to 174.64 thousand shares worth $4.09M.

BUCK's major insiders: who are they?

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

Did an insider recently sell BUCK stock?

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

Which insider recently purchased BUCK stock?

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

How much of BUCK does insiders own?

Around 0 Simplify Treasury Option Income ETF shares are held by insiders, which represents about N/A of BUCK stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BUCK?

AUTHENTIKOS WEALTH ADVISORY, LLC is the largest institutional owner in BUCK which holds 84.38 thousand shares worth $1.98M or 0.42% of the total BUCK shares outstanding followed by PARK EDGE ADVISORS, LLC with ownership of 142.41 thousand shares representing 0.7% of the BUCK ownership. B.O.S.S. RETIREMENT ADVISORS, LLC is the third largest stakeholder with 145.51 thousand shares or 0.72% of the ownership worth more than $3.41M.

Is Simplify Treasury Option 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 BUCK is concerned, it is a stock which is optionable.

Is there a short position on BUCK's shares?

Number of BUCK 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 BUCK shares are there?

As of today, null shares of BUCK are outstanding.

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

BUCK 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 BUCK is null.

Simplify Treasury Option Income ETF (BUCK) 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. AUTHENTIKOS WEALTH ADVISORY, LLC is the top corporate investor, holding 84.38K shares valued at $1.98M. A 0.42% stake in Simplify Treasury Option Income ETF is owned by the company. PARK EDGE ADVISORS, LLC owns 142.41K shares valued at $3.34M, which translates its holding of 0.7% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	0.42%	84.38K	1.98M	-4.2K	-4.74%
Jun 30, 2026	PARK EDGE ADVISORS, LLC	0.7%	142.41K	3.34M	2.36K	+1.69%
Jun 30, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	0.72%	145.51K	3.41M	10.18K	+7.52%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0.86%	174.64K	4.09M	1.44K	+0.83%
Jun 30, 2026	LANE BROTHERS & CO INC	0.87%	175.18K	4.1M	108.02K	+160.86%
Jun 30, 2026	OWEN LARUE, LLC	1.13%	228.4K	5.35M	-27.68K	-10.81%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	1.2%	243.26K	5.7M	16.47K	+7.26%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.27%	257.4K	6.03M	42.6K	+19.83%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.58%	319.3K	7.48M	-255.44K	-44.44%
Jun 30, 2026	RIVERTREE ADVISORS, LLC	1.67%	336.73K	7.89M	25.47K	+8.18%
Jun 30, 2026	WEDBUSH SECURITIES INC	1.88%	380.12K	8.9M	82.38K	+27.67%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	2.21%	446.65K	10.46M	306.73K	+219.22%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	2.46%	497.57K	11.65M	56.16K	+12.72%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	3.01%	608.4K	14.25M	196.86K	+47.84%
Jun 30, 2026	LPL FINANCIAL LLC	4.58%	925.51K	21.68M	99.99K	+12.11%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	5.07%	1.03M	24.02M	20.53K	+2.04%
Jun 30, 2026	SIMPLIFY ASSET MANAGEMENT INC.	8.41%	1.7M	39.81M	0	0
Jun 30, 2026	REYES FINANCIAL ARCHITECTURE, INC.	0.43%	87.75K	2.06M	-230	-0.26%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	36.2K	847.73K	-1.37K	-3.64%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.18%	36.25K	848.94K	-2.6K	-6.69%
Jun 30, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.19%	38.04K	889.69K	-15.01K	-28.30%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.19%	38.23K	895.32K	-3.35K	-8.05%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.19%	39.02K	913.88K	6.81K	+21.13%
Jun 30, 2026	SOLTIS INVESTMENT ADVISORS LLC	0.2%	41.33K	968K	5.22K	+14.44%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.21%	43.37K	1.02M	-6.62K	-13.24%
Jun 30, 2026	MOORS & CABOT, INC.	0.21%	43.41K	1.02M	6.21K	+16.69%
Jun 30, 2026	REDHAWK WEALTH ADVISORS, INC.	0.22%	43.76K	1.02M	2.51K	+6.09%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.45%	91.01K	2.13M	28.15K	+44.79%
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.61%	122.66K	2.87M	5.25K	+4.47%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.61%	123.9K	2.9M	70.62K	+132.53%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.65%	130.45K	3.06M	30.05K	+29.93%
Jun 30, 2026	FSA ADVISORS, INC.	0.67%	135.4K	3.17M	15.39K	+12.82%
Jun 30, 2026	WINNOW WEALTH LLC	0.18%	35.51K	831.55K	23.95K	+207.12%
Jun 30, 2026	MOSLEY WEALTH MANAGEMENT	0.23%	47.33K	1.11M	30.91K	+188.26%
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.32%	64.01K	1.5M	21.18K	+49.46%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.33%	67.1K	1.57M	-5.51K	-7.59%
Jun 30, 2026	FIDUCIARY ALLIANCE LLC	0.67%	135.51K	3.17M	17.51K	+14.83%
Jun 30, 2026	INDEPENDENT ADVISOR ALLIANCE	0.25%	50.53K	1.18M	-6.4K	-11.24%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0.26%	52.58K	1.23M	2.09K	+4.15%
Jun 30, 2026	CAMBRIDGE ADVISORS INC.	0.27%	53.85K	1.26M	2.73K	+5.35%
Jun 30, 2026	PATTEN GROUP, INC.	0.27%	54.28K	1.27M	37.27K	+219.06%
Jun 30, 2026	BEESE FULMER INVESTMENT MANAGEMENT, INC.	0.29%	58.08K	1.36M	58.08K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.3%	61.25K	1.43M	61.25K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	61.44K	1.44M	38.15K	+163.77%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.33%	66.63K	1.56M	32.13K	+93.11%
Jun 30, 2026	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.36%	73.34K	1.72M	4.85K	+7.08%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, LLC	0.36%	73.67K	1.73M	-26.85K	-26.71%
Jun 30, 2026	GK WEALTH MANAGEMENT LLC	0.39%	79.7K	1.87M	79.7K	+100.00%
Jun 30, 2026	SMART WEALTH LLC	0.4%	80.6K	1.89M	-5.82K	-6.73%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	0.33%	67.32K	1.58M	9.05K	+15.52%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.42%	84.07K	1.97M	14.24K	+20.40%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.17%	34.5K	811.02K	34.5K	+100.00%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.31%	62.86K	1.48M	-36.95K	-37.02%
Mar 31, 2026	PARK EDGE ADVISORS, LLC	0.69%	140.05K	3.29M	-85.36K	-37.87%
Mar 31, 2026	CAERUS INVESTMENT ADVISORS, LLC	0.24%	47.89K	1.13M	-7.42K	-13.41%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	2.04%	411.54K	9.67M	207.34K	+101.54%
Mar 31, 2026	LANE BROTHERS & CO INC	0.33%	67.15K	1.58M	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	4.97%	1.01M	23.63M	-159.01K	-13.66%
Mar 31, 2026	KEY CAPITAL MANAGEMENT, INC	1.12%	226.78K	5.33M	35.51K	+18.56%
Mar 31, 2026	REDHAWK WEALTH ADVISORS, INC.	0.2%	41.25K	969.61K	-8.02K	-16.28%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.16%	32.22K	757.21K	25.47K	+377.68%
Mar 31, 2026	ANDINA CAPITAL MANAGEMENT, LLC	0.16%	33.23K	780.95K	-4.29K	-11.43%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.21%	42.83K	1.01M	-17K	-28.42%
Mar 31, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.26%	53.28K	1.25M	-3.52K	-6.19%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.28%	56.93K	1.34M	8.95K	+18.66%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.86%	173.2K	4.07M	17.61K	+11.32%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	1.06%	214.8K	5.05M	17.28K	+8.75%
Mar 31, 2026	OWEN LARUE, LLC	1.27%	256.08K	6.02M	145.72K	+132.05%
Mar 31, 2026	WEDBUSH SECURITIES INC	1.47%	297.73K	7M	37.21K	+14.28%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.84%	574.74K	13.51M	385.51K	+203.73%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	44.19K	1.04M	30.67K	+226.95%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.25%	49.99K	1.18M	15.53K	+45.04%
Mar 31, 2026	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.34%	68.49K	1.61M	9.99K	+17.07%
Mar 31, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	0.67%	135.33K	3.18M	10.12K	+8.09%
Mar 31, 2026	NETWORTH ADVISORS, LLC	0.25%	50.49K	1.19M	9.27K	+22.48%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	2.18%	441.42K	10.38M	-7.51K	-1.67%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	33.64K	791K	1.94K	+6.11%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	69.83K	1.64M	5.57K	+8.66%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.36%	72.61K	1.71M	-30.32K	-29.46%
Mar 31, 2026	SMART WEALTH LLC	0.43%	86.42K	2.03M	86.42K	+100.00%
Mar 31, 2026	REYES FINANCIAL ARCHITECTURE, INC.	0.44%	87.98K	2.07M	77.8K	+764.24%
Mar 31, 2026	AUTHENTIKOS WEALTH ADVISORY, LLC	0.44%	88.58K	2.08M	-6.67K	-7.00%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.69%	139.92K	3.29M	127.39K	+1,016.57%
Mar 31, 2026		0.25%	50.49K	1.19M	9.27K	+22.48%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.19%	37.56K	882.91K	5.53K	+17.27%
Mar 31, 2026	CAMBRIDGE ADVISORS INC.	0.25%	51.12K	1.2M	1.79K	+3.64%
Mar 31, 2026	COMPASS CAPITAL CORP /MA/ /ADV	0.26%	53.05K	1.25M	-24.41K	-31.51%
Mar 31, 2026	VANWEELDEN WEALTH MANAGEMENT, LLC	1.5%	304.05K	7.15M	304.05K	+100.00%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	0.29%	58.28K	1.37M	23.98K	+69.94%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.5%	100.4K	2.36M	20.01K	+24.90%
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, LLC	0.5%	100.52K	2.36M	-56.94K	-36.16%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.58%	117.41K	2.76M	7.27K	+6.60%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.58%	118.01K	2.78M	118.01K	+100.00%
Mar 31, 2026	FSA ADVISORS, INC.	0.59%	120.01K	2.82M	-369	-0.31%
Mar 31, 2026	JANE STREET GROUP, LLC	0.17%	30.24K	710.74K	12.63K	+71.72%
Mar 31, 2026	SOLTIS INVESTMENT ADVISORS LLC	0.18%	36.12K	848.92K	16.56K	+84.63%
Mar 31, 2026	MOORS & CABOT, INC.	0.18%	37.2K	874.4K	1.86K	+5.27%
Mar 31, 2026	TME FINANCIAL, INC.	0.19%	38.31K	900.5K	-24.87K	-39.37%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.19%	38.85K	913.13K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.21%	41.58K	977.24K	-67.46K	-61.87%
Mar 31, 2026	RIVERTREE ADVISORS, LLC	1.54%	311.26K	7.32M	-3.74K	-1.19%
Mar 31, 2026	LPL FINANCIAL LLC	4.08%	825.52K	19.4M	172.42K	+26.40%
Mar 31, 2026	SIMPLIFY ASSET MANAGEMENT INC.	8.41%	1.7M	39.96M	1.7M	+100.00%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.13%	23.36K	549.03K	9.71K	+71.18%
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.14%	23.64K	555.68K	-2.93K	-11.04%
Mar 31, 2026	REVISOR WEALTH MANAGEMENT LLC	0.14%	24.36K	572.56K	-1.59K	-6.14%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.14%	24.67K	579.78K	3.52K	+16.64%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.17%	30.04K	706K	8.7K	+40.75%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.17%	197.52K	4.68M	13.01K	+7.05%
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.16%	26.58K	629.96K	-932	-3.39%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.14%	21.34K	505.87K	21.34K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.12%	189.23K	4.49M	50.04K	+35.95%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.93%	157.46K	3.73M	-446.66K	-73.94%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.74%	110.14K	2.61M	1.18K	+1.09%
Dec 31, 2025	OWEN LARUE, LLC	0.66%	110.35K	2.62M	110.35K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.65%	109.04K	2.58M	-268.87K	-71.15%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.61%	102.93K	2.44M	39.47K	+62.20%
Dec 31, 2025	GK WEALTH MANAGEMENT LLC	0.57%	84.55K	2M	-2.38K	-2.74%
Dec 31, 2025	TME FINANCIAL, INC.	0.42%	63.18K	1.5M	2.98K	+4.96%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	6.9%	1.16M	27.6M	130.6K	+12.64%
Dec 31, 2025	LPL FINANCIAL LLC	3.88%	653.11K	15.48M	6.88K	+1.06%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	3.01%	448.93K	10.64M	72.07K	+19.12%
Dec 31, 2025	RIVERTREE ADVISORS, LLC	2.11%	315K	7.47M	8K	+2.61%
Dec 31, 2025	POM INVESTMENT STRATEGIES, LLC	1.73%	292.38K	6.93M	-17.7K	-5.71%
Dec 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.84%	125.21K	2.97M	72.8K	+138.91%
Dec 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.57%	95.25K	2.26M	4.29K	+4.72%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.48%	80.39K	1.91M	18.19K	+29.25%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	64.26K	1.52M	4.84K	+8.15%
Dec 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.38%	56.8K	1.35M	30.85K	+118.91%
Dec 31, 2025		0.28%	41.22K	977.19K	41.22K	+100.00%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.23%	34.47K	817.02K	7.76K	+29.05%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.23%	38.85K	920.9K	2.21K	+6.03%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.23%	34.29K	812.94K	1.87K	+5.78%
Dec 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.16%	23.81K	564.35K	-4.1K	-14.70%
Dec 31, 2025	FORTIS CAPITAL ADVISORS, LLC	0.36%	53.91K	1.28M	9.08K	+20.24%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.35%	59.83K	1.42M	-9.03K	-13.11%
Dec 31, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.35%	58.51K	1.39M	18.84K	+47.51%
Dec 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.22%	37.51K	889.25K	-1.74K	-4.44%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.21%	32.03K	759.28K	7.81K	+32.24%
Dec 31, 2025	MOORS & CABOT, INC.	0.21%	35.34K	837.74K	-3.61K	-9.27%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.2%	33.38K	791.27K	-89.54K	-72.85%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.19%	32.3K	765.67K	7.58K	+30.67%
Dec 31, 2025	WEDBUSH SECURITIES INC	1.55%	260.53K	6.18M	9.46K	+3.77%
Dec 31, 2025	PARK EDGE ADVISORS, LLC	1.51%	225.4K	5.34M	-48.34K	-17.66%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	1.21%	204.19K	4.84M	81.98K	+67.09%
Dec 31, 2025	FSA ADVISORS, INC.	0.81%	120.38K	2.85M	120.38K	+100.00%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.12%	19.56K	463.69K	2K	+11.41%
Dec 31, 2025	DECKER RETIREMENT PLANNING INC.	0.11%	16.98K	402.58K	-12.05K	-41.51%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.92%	155.59K	3.69M	13.08K	+9.18%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.59%	99.81K	2.37M	-33.08K	-24.89%
Dec 31, 2025	COMPASS CAPITAL CORP /MA/ /ADV	0.46%	77.45K	1.84M	77.45K	+100.00%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.46%	68.02K	1.61M	2.01K	+3.04%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.39%	66.53K	1.58M	-3.15K	-4.52%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.14%	21.15K	501.31K	-4.69K	-18.16%
Dec 31, 2025	MOSLEY WEALTH MANAGEMENT	0.12%	20.45K	487.68K	20.45K	+100.00%
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.12%	20.23K	479.51K	20.23K	+100.00%
Dec 31, 2025	CAMBRIDGE ADVISORS INC.	0.33%	49.33K	1.17M	17.7K	+55.98%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.33%	49.27K	1.17M	-121	-0.25%
Dec 31, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.33%	55.3K	1.31M	12.78K	+30.06%
Dec 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.32%	47.98K	1.14M	15.46K	+47.52%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.32%	53.91K	1.28M	9.08K	+20.24%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	31.71K	752K	9.53K	+42.95%
Dec 31, 2025	REVISOR WEALTH MANAGEMENT LLC	0.17%	25.95K	616.45K	15.19K	+141.17%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.73%	108.95K	2.6M	-88.84K	-44.92%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	59.42K	1.42M	-66.53K	-52.82%
Sep 30, 2025	GK WEALTH MANAGEMENT LLC	0.58%	86.93K	2.07M	-13.08K	-13.08%
Sep 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.61%	90.96K	2.17M	180	+0.20%
Sep 30, 2025	RFG ADVISORY, LLC	0.1%	15.33K	365.53K	15.33K	+100.00%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.12%	17.56K	418.76K	2.15K	+13.96%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	22.18K	529K	-1.13K	-4.86%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.16%	24.22K	577.66K	24.22K	+100.00%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.18%	27.51K	656.04K	612	+2.28%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.25%	36.64K	873.8K	0	0
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.46%	68.86K	1.64M	12.08K	+21.28%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	15.2K	362.43K	-6.73K	-30.68%
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.22%	32.52K	775.6K	32.52K	+100.00%
Sep 30, 2025	CAMBRIDGE ADVISORS INC.	0.21%	31.62K	754.2K	1.31K	+4.31%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.17%	24.72K	589.55K	24.72K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	41.69K	994.24K	-29.11K	-41.12%
Sep 30, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.29%	42.52K	1.01M	-15.54K	-26.76%
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.26%	39.25K	936.21K	-10.51K	-21.11%
Sep 30, 2025	MOORS & CABOT, INC.	0.26%	38.95K	928.95K	7.18K	+22.60%
Sep 30, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.27%	39.66K	945.96K	12.69K	+47.06%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.89%	132.88K	3.17M	8.2K	+6.57%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.94%	139.19K	3.32M	-56.86K	-29.00%
Sep 30, 2025	POM INVESTMENT STRATEGIES, LLC	2.08%	310.08K	7.4M	34.4K	+12.48%
Sep 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.19%	27.91K	665.7K	9.64K	+52.76%
Sep 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	2.53%	376.86K	8.99M	157.82K	+72.05%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	4.06%	604.12K	14.41M	-72.18K	-10.67%
Sep 30, 2025	LPL FINANCIAL LLC	4.34%	646.22K	15.41M	171.85K	+36.23%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.54%	377.9K	9.01M	-1.25K	-0.33%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.24%	184.51K	4.4M	18.3K	+11.01%
Sep 30, 2025	WEDBUSH SECURITIES INC	1.69%	251.06K	5.99M	73.63K	+41.50%
Sep 30, 2025	PARK EDGE ADVISORS, LLC	1.84%	273.75K	6.53M	-86.61K	-24.04%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	2.06%	307K	7.32M	22	+0.01%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.3%	44.83K	1.07M	-7.43K	-14.21%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.33%	49.4K	1.18M	15.04K	+43.77%
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.42%	62.2K	1.48M	33.83K	+119.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.83%	122.92K	2.93M	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.82%	122.21K	2.91M	16.6K	+15.72%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.1%	15.02K	358.3K	-12.22K	-44.86%
Sep 30, 2025	TME FINANCIAL, INC.	0.4%	60.2K	1.44M	1.83K	+3.13%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	6.95%	1.03M	24.65M	-92.85K	-8.24%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.07%	10.12K	241.41K	10.12K	+100.00%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.11%	15.81K	376.21K	15.81K	+100.00%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.43%	63.46K	1.51M	-14.24K	-18.33%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.44%	66.01K	1.57M	-2.33K	-3.40%
Sep 30, 2025	REVISOR WEALTH MANAGEMENT LLC	0.07%	10.76K	256.76K	-1.73K	-13.82%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.47%	69.68K	1.66M	-12.53K	-15.24%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.1%	14.6K	348.21K	0	0
Sep 30, 2025	GUERRA ADVISORS INC	0.09%	14.09K	336.06K	-1.07K	-7.07%
Sep 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.08%	12.13K	289.35K	0	0
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.08%	11.88K	283.31K	-69.53K	-85.41%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.11%	16.19K	386.19K	-7.23K	-30.87%
Sep 30, 2025	NWAM LLC	0.11%	17.1K	409.59K	-846	-4.71%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.17%	25.84K	616.31K	3.62K	+16.31%
Sep 30, 2025	DECKER RETIREMENT PLANNING INC.	0.2%	29.04K	692.51K	-1.17K	-3.86%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.22%	32.42K	773.22K	28.04K	+640.18%
Sep 30, 2025	FORTIS CAPITAL ADVISORS, LLC	0.3%	44.83K	1.07M	-7.43K	-14.21%
Sep 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.35%	52.41K	1.25M	10.31K	+24.48%
Sep 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.17%	25.95K	618.83K	7.6K	+41.41%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.18%	26.71K	636.96K	-9.54K	-26.31%
Sep 30, 2025	J HAGAN CAPITAL, INC.	0.36%	54.09K	1.29M	7.3K	+15.59%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	7.86%	1.13M	26.63M	137.42K	+13.89%
Jun 30, 2025	CAMBRIDGE ADVISORS INC.	0.21%	30.32K	716.67K	9.29K	+44.17%
Jun 30, 2025	MOORS & CABOT, INC.	0.22%	31.77K	751.04K	9.24K	+41.01%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.24%	34.36K	812.17K	4.12K	+13.61%
Jun 30, 2025	FERGUSON SHAPIRO LLC	0.25%	35.21K	832.36K	-1.75K	-4.74%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.4%	56.78K	1.34M	44.57K	+364.96%
Jun 30, 2025	CAERUS INVESTMENT ADVISORS, LLC	0.4%	58.06K	1.37M	58.06K	+100.00%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.54%	77.7K	1.84M	77.7K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.74%	105.61K	2.5M	102.72K	+3,555.45%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.88%	125.94K	2.98M	-113.1K	-47.31%
Jun 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	1.53%	219.04K	5.41M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	3.31%	474.38K	11.21M	25.27K	+5.63%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	4.72%	676.3K	15.99M	-1.06K	-0.16%
Jun 30, 2025		0.15%	22.22K	525.21K	-432	-1.91%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	23.31K	551K	1.03K	+4.61%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.16%	23.42K	553.72K	5.88K	+33.48%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.19%	26.9K	635.8K	525	+1.99%
Jun 30, 2025	BLACKSTON FINANCIAL ADVISORY GROUP, LLC	0.19%	26.97K	637.59K	26.97K	+100.00%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	27.24K	644.06K	941	+3.58%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.16%	166.21K	3.93M	18.37K	+12.42%
Jun 30, 2025	PARK EDGE ADVISORS, LLC	2.51%	360.36K	8.52M	1.94K	+0.54%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.86%	122.92K	2.91M	48.83K	+65.90%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.87%	124.69K	2.95M	110.4K	+772.43%
Jun 30, 2025	WEDBUSH SECURITIES INC	1.24%	177.43K	4.2M	110.52K	+165.17%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.37%	196.05K	4.63M	129.31K	+193.75%
Jun 30, 2025	POM INVESTMENT STRATEGIES, LLC	1.92%	275.69K	6.52M	3.3K	+1.21%
Jun 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.2%	28.37K	670.72K	28.37K	+100.00%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	36.64K	864.64K	-14	-0.04%
Jun 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.29%	42.1K	995.31K	21.96K	+109.02%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	49.28K	1.17M	-9.89K	-16.71%
Jun 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.35%	49.76K	1.18M	233	+0.47%
Jun 30, 2025	FORTIS CAPITAL ADVISORS, LLC	0.36%	52.26K	1.24M	1.92K	+3.81%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.36%	52.26K	1.24M	1.92K	+3.81%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.48%	68.34K	1.62M	-81.87K	-54.51%
Jun 30, 2025	CITADEL ADVISORS LLC	0.49%	70.8K	1.67M	70.8K	+100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.15%	22.22K	525.21K	-432	-1.91%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	0.15%	22.22K	525.21K	22.22K	+100.00%
Jun 30, 2025	DECKER RETIREMENT PLANNING INC.	0.21%	30.2K	713.97K	16.49K	+120.29%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.25%	36.24K	856.81K	19.36K	+114.63%
Jun 30, 2025	TME FINANCIAL, INC.	0.41%	58.37K	1.38M	18.29K	+45.64%
Jun 30, 2025	GK WEALTH MANAGEMENT LLC	0.7%	100.01K	2.36M	-13.64K	-12.00%
Jun 30, 2025	COMPASS CAPITAL CORP /MA/ /ADV	1.49%	213.54K	5.09M	25.74K	+13.70%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	21.92K	518.26K	-34.06K	-60.84%
Jun 30, 2025	WEALTH ADVISORS OF IOWA, LLC	0.54%	77.66K	1.84M	41.48K	+114.67%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.57%	81.41K	1.92M	81.41K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.57%	82.22K	1.94M	-59.36K	-41.93%
Jun 30, 2025	FUNDAMENTUM, LLC	0.6%	86.21K	2.04M	22.8K	+35.96%
Jun 30, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.63%	90.78K	2.15M	-33.87K	-27.17%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	1.38%	197.79K	4.68M	-65.51K	-24.88%
Jun 30, 2025	RIVERTREE ADVISORS, LLC	2.14%	306.98K	7.26M	190.91K	+164.49%
Jun 30, 2025	FSA ADVISORS, INC.	0.73%	104.31K	2.47M	46.01K	+78.91%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.64%	379.15K	8.96M	65.1K	+20.73%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.73%	239.04K	5.9M	235.59K	+6,824.74%
Mar 31, 2025	AUTHENTIKOS WEALTH ADVISORY, LLC	0.9%	124.65K	3.08M	109.85K	+742.59%
Mar 31, 2025		0.12%	16.89K	416.77K	16.89K	+100.00%
Mar 31, 2025	POM INVESTMENT STRATEGIES, LLC	1.97%	272.38K	6.72M	272.38K	+100.00%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.36%	50.35K	1.24M	50.35K	+100.00%
Mar 31, 2025	FERGUSON SHAPIRO LLC	0.27%	36.96K	912.22K	-1.29K	-3.36%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	55.98K	1.38M	46.41K	+484.87%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	1.07%	147.85K	3.65M	147.85K	+100.00%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.09%	150.21K	3.71M	150.21K	+100.00%
Mar 31, 2025	GENTRUST, LLC	0.42%	58.28K	1.44M	58.28K	+100.00%
Mar 31, 2025	NWAM LLC	0.15%	20.88K	515.3K	-1.14K	-5.19%
Mar 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.15%	20.14K	497.14K	-28.81K	-58.85%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	36.65K	904.56K	36.65K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	26.3K	649.15K	26.3K	+100.00%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.13%	17.55K	433.09K	17.55K	+100.00%
Mar 31, 2025	REVISOR WEALTH MANAGEMENT LLC	0.12%	16.5K	407.19K	16.5K	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	7.15%	989.07K	24.41M	153.98K	+18.44%
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	4.89%	677.37K	16.72M	318.61K	+88.81%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.02%	141.58K	3.49M	50.51K	+55.46%
Mar 31, 2025	PEAK FINANCIAL ADVISORS LLC	3.82%	528.75K	13.05M	4.03K	+0.77%
Mar 31, 2025	LPL FINANCIAL LLC	3.24%	449.11K	11.08M	379.87K	+548.68%
Mar 31, 2025	PARK EDGE ADVISORS, LLC	2.59%	358.42K	8.85M	-82.07K	-18.63%
Mar 31, 2025	FORTIS CAPITAL ADVISORS, LLC	0.36%	50.35K	1.24M	50.35K	+100.00%
Mar 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.36%	49.53K	1.22M	49.53K	+100.00%
Mar 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.29%	40.01K	987.55K	40.01K	+100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	0.27%	37.4K	923.03K	37.4K	+100.00%
Mar 31, 2025	WEALTH ADVISORS OF IOWA, LLC	0.26%	36.17K	892.78K	36.17K	+100.00%
Mar 31, 2025	FUNDAMENTUM, LLC	0.46%	63.41K	1.56M	63.41K	+100.00%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.22%	29.8K	735.42K	29.8K	+100.00%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	1.07%	147.85K	3.65M	147.85K	+100.00%
Mar 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	1.58%	219.04K	5.41M	151.52K	+224.43%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.72%	99.2K	2.45M	99.2K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.54%	74.1K	1.83M	74.1K	+100.00%
Mar 31, 2025	RIVERTREE ADVISORS, LLC	0.84%	116.07K	2.86M	116.07K	+100.00%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.22%	30.24K	746.29K	1.66K	+5.79%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.22%	29.84K	736.5K	29.84K	+100.00%
Mar 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.19%	26.37K	650.81K	4.8K	+22.22%
Mar 31, 2025	MOORS & CABOT, INC.	0.16%	22.53K	556.06K	22.53K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	22.29K	550K	22.29K	+100.00%
Mar 31, 2025	CAMBRIDGE ADVISORS INC.	0.15%	21.03K	518.97K	4.85K	+29.99%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.48%	66.91K	1.65M	47.11K	+237.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.48%	66.74K	1.65M	66.74K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	59.17K	1.46M	33.68K	+132.14%
Mar 31, 2025	FSA ADVISORS, INC.	0.42%	58.3K	1.44M	28.04K	+92.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.27%	314.05K	7.75M	132.98K	+73.44%
Mar 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	1.9%	263.3K	6.5M	97.5K	+58.81%

Frequently Asked Questions