How many institutions own CEF 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 CEF shares is 416, representing 32.33% of the company's common stock.

Who are the major shareholders selling Sprott Physical Gold and Silver Trust stock?

SPROTT INC., in the last quarter, reduced its stake in CEF by -1.85% restricting it's holding to 636.67 thousand shares of worth nearly $25.61M. LPL FINANCIAL LLC also lessened -6.73% of the CEF shares from its portfolio, reducing its holding to 847.8 thousand shares of worth $34.11M. RAYMOND JAMES FINANCIAL INC also shunned CEF shares holding by -3.74% last quarter which brought its holding to 903.92 thousand shares worth $36.36M.

Investors who are buying CEF stock?

As per its latest 13F filing, JANE STREET GROUP, LLC increased its stake in CEF by 28.7% in the last quarter. The institutional holder raised its holding to 897.56 thousand shares having worth more than $36.11M. WEISS ASSET MANAGEMENT LP also added 78.2% more shares of CEF to its portfolio, raising its holding to 3.1 million shares of worth $124.70M. ROYAL BANK OF CANADA also increased its CEF shares holding by 0.42% which brought its holding to 3.33 million shares worth $133.96M.

CEF's major insiders: who are they?

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

Did an insider recently sell CEF stock?

Company executives, directors, and other insiders own N/A percent of Sprott Physical Gold and Silver Trust's stock. Within the last six months, there have been 0 transaction(s) in which CEF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CEF stock?

There have been 0 transaction(s) during the past 6-months in which Sprott Physical Gold and Silver Trust insiders have bought stock, totalling 0 shares

How much of CEF does insiders own?

Around 0 Sprott Physical Gold and Silver Trust shares are held by insiders, which represents about N/A of CEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CEF?

SPROTT INC. is the largest institutional owner in CEF which holds 636.67 thousand shares worth $25.61M or 0.35% of the total CEF shares outstanding followed by LPL FINANCIAL LLC with ownership of 847.8 thousand shares representing 0.47% of the CEF ownership. JANE STREET GROUP, LLC is the third largest stakeholder with 897.56 thousand shares or 0.49% of the ownership worth more than $36.11M.

Is Sprott Physical Gold and Silver Trust 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 CEF is concerned, it is a stock which is not optionable.

Is there a short position on CEF's shares?

Number of CEF 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 CEF shares are there?

As of today, null shares of CEF are outstanding.

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

CEF 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 CEF is null.

Sprott Physical Gold and Silver Trust (CEF) 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

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

32.33% Percentage of Shares held by All Institutions

32.33% Percentage of Float held by Institutions

416

Number of Institutions Holding Shares

Institutional Ownership

About 32.33% of CEF shares are held by financial institutions. SPROTT INC. is the top corporate investor, holding 636.67K shares valued at $25.61M. A 0.35% stake in Sprott Physical Gold and Silver Trust is owned by the company. LPL FINANCIAL LLC owns 847.8K shares valued at $34.11M, which translates its holding of 0.47% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SPROTT INC.	0.35%	636.67K	25.61M	-12.03K	-1.85%
Jun 30, 2026	LPL FINANCIAL LLC	0.47%	847.8K	34.11M	-61.22K	-6.73%
Jun 30, 2026	JANE STREET GROUP, LLC	0.49%	897.56K	36.11M	200.14K	+28.70%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.5%	903.92K	36.36M	-35.13K	-3.74%
Jun 30, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.53%	955.97K	38.46M	-5.51K	-0.57%
Jun 30, 2026	WEISS ASSET MANAGEMENT LP	1.7%	3.1M	124.7M	1.36M	+78.20%
Jun 30, 2026	ROYAL BANK OF CANADA	1.83%	3.33M	133.96M	13.92K	+0.42%
Jun 30, 2026	MORGAN STANLEY	2.28%	4.15M	167.15M	100.43K	+2.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.35%	642.33K	25.84M	12.12K	+1.92%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.41%	747.27K	30.06M	-434.58K	-36.77%
Jun 30, 2026	3EDGE ASSET MANAGEMENT, LP	0.19%	347.25K	13.97M	59.59K	+20.71%
Jun 30, 2026	EVELYN PARTNERS GROUP LTD	0.64%	1.17M	46.99M	1.17M	+100.00%
Jun 30, 2026	CENTRAL TRUST CO	2.48%	4.51M	181.31M	-357.42K	-7.35%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	2.31%	4.21M	169.29M	15.18K	+0.36%
Jun 30, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.2%	356.18K	14.33M	0	0
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.2%	359.93K	14.48M	-12	0.00%
Jun 30, 2026	COHEN & STEERS, INC.	0.2%	368.5K	14.83M	30K	+8.86%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	441.74K	17.77M	-8.73K	-1.94%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	444.75K	17.89M	99.38K	+28.77%
Jun 30, 2026	SPEARS ABACUS ADVISORS LLC	0.27%	483.03K	19.43M	0	0
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.29%	525.8K	21.15M	178.49K	+51.39%
Jun 30, 2026	JUPITER ASSET MANAGEMENT LTD	2.01%	3.66M	147.71M	109.02K	+3.07%
Jun 30, 2026	PYA WALTMAN CAPITAL, LLC	0.11%	204.82K	8.24M	13.55K	+7.08%
Jun 30, 2026	CADENCE WEALTH MANAGEMENT LLC	0.11%	207.15K	8.33M	-6.94K	-3.24%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	216.35K	8.7M	-53.98K	-19.97%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.12%	217.96K	8.77M	-55.16K	-20.19%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.12%	222.81K	9M	9.07K	+4.24%
Jun 30, 2026	PACIFIC SAGE PARTNERS, LLC	0.12%	224.6K	9.04M	28.69K	+14.64%
Jun 30, 2026	MARINER, LLC	0.13%	236.49K	9.51M	-17.58K	-6.92%
Jun 30, 2026	SAPIENT CAPITAL LLC	0.13%	237.79K	9.57M	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.13%	238.56K	9.6M	-31.34K	-11.61%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.14%	253.92K	10.22M	0	0
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.17%	312.64K	12.58M	-26.87K	-7.91%
Jun 30, 2026	NEUBERGER BERMAN GROUP LLC	0.17%	316.56K	12.74M	-45.08K	-12.46%
Jun 30, 2026	MATAURO, LLC	0.18%	330.63K	13.3M	-5.43K	-1.62%
Jun 30, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.14%	255.7K	13.21M	-18.33K	-6.69%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.17%	312.25K	12.53M	17.52K	+5.95%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.17%	312.4K	12.57M	-8.42K	-2.62%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.18%	332.66K	13.11M	8.74K	+2.70%
Jun 30, 2026	INTREPID CAPITAL MANAGEMENT INC	0.11%	199.12K	8.01M	-4.83K	-2.37%
Jun 30, 2026	IMC-CHICAGO, LLC	0.98%	1.78M	71.59M	-1.69M	-48.64%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.31%	563.86K	22.68M	-1.13K	-0.20%
Jun 30, 2026	MARSHALL FINANCIAL GROUP LLC	0.3%	544.51K	21.91M	183	+0.03%
Jun 30, 2026	JPMORGAN CHASE & CO	0.28%	504.98K	20.14M	-4.35K	-0.85%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.27%	483.43K	19.45M	-19.96K	-3.97%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.19%	340.6K	13.7M	2.17K	+0.64%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.12%	210.56K	8.47M	2.33K	+1.12%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	196.82K	8.09M	-1.38K	-0.70%
Jun 30, 2026	IFP ADVISORS, INC	0.1%	195.81K	7.88M	-1.84K	-0.93%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	189.92K	7.64M	-9.41K	-4.72%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.1%	188.37K	7.58M	14.62K	+8.42%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	187.78K	7.55M	-25.92K	-12.13%
Jun 30, 2026	GEM INVESTMENT ADVISORS, LLC	0.1%	187.56K	7.55M	0	0
Jun 30, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.19%	346.92K	13.96M	17.2K	+5.22%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.1%	183.7K	7.38M	12.44K	+7.26%
Jun 30, 2026		0.61%	1.17M	46.99M	1.17M	+100.00%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	178.05K	7.16M	-814	-0.46%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.09%	176.92K	7.12M	10.62K	+6.39%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.46%	841.65K	33.86M	-247.31K	-22.71%
Jun 30, 2026	CHEVIOT VALUE MANAGEMENT, LLC	0.31%	567.16K	22.82M	-6.68K	-1.16%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.09%	171.79K	6.91M	171.79K	+100.00%
Jun 30, 2026	PEKIN HARDY STRAUSS, INC.	0.09%	166.83K	6.71M	-155	-0.09%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.08%	161.41K	6.49M	35.57K	+28.27%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.17%	320.82K	15.31M	-9.45K	-2.86%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.33%	630.2K	30.07M	-47.11K	-6.95%
Mar 31, 2026	COHEN & STEERS, INC.	0.18%	338.5K	16.15M	-260K	-43.44%
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	0.15%	287.66K	13M	-268.62K	-48.29%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.11%	208.23K	9.94M	10.18K	+5.14%
Mar 31, 2026	NEW HARBOR FINANCIAL GROUP, LLC	0.17%	329.71K	15.73M	-16K	-4.63%
Mar 31, 2026	INTREPID CAPITAL MANAGEMENT INC	0.11%	203.95K	9.73M	-16.12K	-7.33%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.11%	213.69K	10.2M	3.35K	+1.59%
Mar 31, 2026	MARINER, LLC	0.13%	254.07K	12.12M	127.76K	+101.14%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.17%	323.92K	12.9M	-85.97K	-20.97%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.11%	213.74K	9.68M	9.31K	+4.55%
Mar 31, 2026	CADENCE WEALTH MANAGEMENT LLC	0.11%	214.09K	10.22M	-20.42K	-8.71%
Mar 31, 2026	SAPIENT CAPITAL LLC	0.13%	237.79K	11.35M	0	0
Mar 31, 2026	MATAURO, LLC	0.18%	336.06K	16.04M	-63.01K	-15.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	338.43K	16.15M	-33.18K	-8.93%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	0.18%	339.51K	16.2M	339.51K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	345.37K	16.48M	-111.59K	-24.42%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.18%	347.32K	16.57M	-282.54K	-44.86%
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.19%	356.18K	17M	0	0
Mar 31, 2026	CABLE CAR CAPITAL LLC	0.1%	200K	9.54M	200K	+100.00%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	0.19%	359.94K	17.18M	-80.23K	-18.23%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.19%	361.63K	17.26M	-20.14K	-5.28%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	384.38K	18.34M	343.97K	+851.38%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	450.47K	21.5M	-16.49K	-3.53%
Mar 31, 2026	SPEARS ABACUS ADVISORS LLC	0.25%	483.03K	23.05M	0	0
Mar 31, 2026	CIBC WORLD MARKET INC.	0.26%	503.39K	24.02M	-122.53K	-19.58%
Mar 31, 2026	EVELYN PARTNERS INVESTMENT MANAGEMENT LLP	0.42%	797.59K	38.06M	-13.94K	-1.72%
Mar 31, 2026	WEISS ASSET MANAGEMENT LP	0.91%	1.74M	83.01M	1.74M	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	1.74%	3.32M	158.24M	-416.16K	-11.15%
Mar 31, 2026	MORGAN STANLEY	2.13%	4.05M	193.48M	-1.57M	-27.95%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.13%	253.92K	12.12M	0	0
Mar 31, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.14%	274.03K	8.25M	-11.3K	-3.96%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.15%	294.73K	11.85M	17.97K	+6.49%
Mar 31, 2026	JPMORGAN CHASE & CO	0.27%	509.33K	23.02M	-12.16K	-2.33%
Mar 31, 2026	MARSHALL FINANCIAL GROUP LLC	0.29%	544.33K	25.98M	544.33K	+100.00%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.3%	564.98K	26.96M	-21.82K	-3.72%
Mar 31, 2026	CHEVIOT VALUE MANAGEMENT, LLC	0.3%	573.84K	27.38M	-52.5K	-8.38%
Mar 31, 2026	SPROTT INC.	0.34%	648.69K	30.96M	-51.22K	-7.32%
Mar 31, 2026	JANE STREET GROUP, LLC	0.37%	697.43K	33.28M	689.85K	+9,108.16%
Mar 31, 2026	LPL FINANCIAL LLC	0.48%	909.03K	43.38M	-25.32K	-2.71%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.49%	939.06K	44.81M	-137.38K	-12.76%
Mar 31, 2026	MANAGED ASSET PORTFOLIOS, LLC	0.51%	961.48K	45.88M	-150.64K	-13.55%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.57%	1.09M	51.97M	-190.42K	-14.88%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	269.9K	12.88M	-2.25K	-0.83%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	270.33K	12.9M	98.55K	+57.37%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.14%	273.11K	13.03M	14.07K	+5.43%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.62%	1.18M	56.4M	399.06K	+50.98%
Mar 31, 2026	IMC-CHICAGO, LLC	1.82%	3.46M	165.35M	3.46M	+100.00%
Mar 31, 2026	JUPITER ASSET MANAGEMENT LTD	1.86%	3.55M	168.82M	-56.19K	-1.56%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	2.2%	4.19M	200.09M	-658.39K	-13.57%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	128.03K	6.11M	-1K	-0.78%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.07%	129.07K	6.16M	-1.03K	-0.79%
Mar 31, 2026	CHICAGO CAPITAL, LLC	0.08%	155.37K	7.41M	0	0
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.08%	161.71K	7.72M	-485	-0.30%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.09%	166.3K	7.94M	-62.98K	-27.47%
Mar 31, 2026	PEKIN HARDY STRAUSS, INC.	0.09%	166.99K	7.97M	-280.78K	-62.71%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.09%	171.26K	8.19M	2.25K	+1.33%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	178.86K	8.54M	-2.4K	-1.33%
Mar 31, 2026		0.09%	182.95K	8.73M	-45.5K	-19.92%
Mar 31, 2026	PYA WALTMAN CAPITAL, LLC	0.1%	191.27K	9.13M	-168.06K	-46.77%
Mar 31, 2026	PACIFIC SAGE PARTNERS, LLC	0.1%	195.91K	9.35M	-43.68K	-18.23%
Mar 31, 2026	IFP ADVISORS, INC	0.1%	197.65K	9.43M	-37.03K	-15.78%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	198.21K	9.33M	-64.59K	-24.58%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	199.33K	9.51M	-115.47K	-36.68%
Mar 31, 2026	CENTRAL TRUST CO	2.56%	4.86M	232.13M	-2.53M	-34.19%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	314.8K	14.42M	16.98K	+5.70%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.17%	330.27K	15.13M	-11.5K	-3.36%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	456.97K	20.93M	22.48K	+5.17%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	466.95K	21.39M	-14.35K	-2.98%
Dec 31, 2025	JPMORGAN CHASE & CO	0.27%	521.49K	23.88M	-7.27K	-1.37%
Dec 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.29%	556.29K	26.27M	556.29K	+100.00%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.32%	625.92K	28.67M	-6.13K	-0.97%
Dec 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.32%	626.34K	37.02M	-100.6K	-13.84%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	677.31K	31.02M	-15.95K	-2.30%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.66%	1.28M	58.6M	-102.18K	-7.40%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	161.01K	7.37M	14.41K	+9.83%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.08%	162.19K	7.43M	-8.43K	-4.94%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.09%	169.01K	7.71M	25.19K	+17.51%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	171.78K	7.87M	48.75K	+39.62%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.3%	586.8K	26.88M	2.04K	+0.35%
Dec 31, 2025	COHEN & STEERS, INC.	0.31%	598.5K	27.41M	20K	+3.46%
Dec 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.57%	1.11M	50.93M	-27.76K	-2.44%
Dec 31, 2025	JUPITER ASSET MANAGEMENT LTD	1.86%	3.6M	164.82M	52.82K	+1.49%
Dec 31, 2025	ROYAL BANK OF CANADA	1.93%	3.73M	170.93M	-148.6K	-3.83%
Dec 31, 2025	EVELYN PARTNERS INVESTMENT MANAGEMENT LLP	0.42%	811.53K	37.17M	49.61K	+6.51%
Dec 31, 2025	LPL FINANCIAL LLC	0.48%	934.35K	42.79M	21.66K	+2.37%
Dec 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.15%	285.33K	8.59M	-13.24K	-4.43%
Dec 31, 2025	INTREPID CAPITAL MANAGEMENT INC	0.11%	220.07K	10.08M	-5.68K	-2.52%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	210.34K	9.63M	-10.51K	-4.76%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.4%	782.79K	35.85M	-8.51K	-1.08%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.14%	278.47K	12.96M	86.22K	+44.85%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.14%	276.76K	12.63M	-15.24K	-5.22%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	272.15K	12.46M	182.97K	+205.17%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	262.79K	13M	1.23K	+0.47%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	259.04K	11.86M	101.29K	+64.21%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.13%	253.92K	11.63M	0	0
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.12%	240.93K	11.03M	4.17K	+1.76%
Dec 31, 2025	PACIFIC SAGE PARTNERS, LLC	0.12%	239.59K	10.97M	-30.92K	-11.43%
Dec 31, 2025	SAPIENT CAPITAL LLC	0.12%	237.79K	11.21M	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.12%	234.68K	10.75M	36.18K	+18.23%
Dec 31, 2025	CADENCE WEALTH MANAGEMENT LLC	0.12%	234.51K	10.74M	-31.18K	-11.73%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	229.28K	10.5M	4.96K	+2.21%
Dec 31, 2025	SPROTT INC.	0.36%	699.92K	32.06M	35.8K	+5.39%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	629.86K	28.85M	-123.25K	-16.37%
Dec 31, 2025	SPEARS ABACUS ADVISORS LLC	0.25%	483.03K	22.12M	0	0
Dec 31, 2025		0.08%	150.76K	6.9M	150.76K	+100.00%
Dec 31, 2025	CENTRAL TRUST CO	3.82%	7.39M	338.53M	-431.58K	-5.52%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	181.26K	8.3M	-2.3K	-1.25%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	174.08K	7.97M	5.11K	+3.03%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	1.08M	49.3M	-53.28K	-4.72%
Dec 31, 2025	MORGAN STANLEY	2.91%	5.63M	257.72M	500K	+9.75%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.1%	198.04K	9.07M	1.75K	+0.89%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	204.43K	9.36M	63.93K	+45.50%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	204.83K	9.38M	91K	+79.94%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.23%	440.17K	20.16M	-2.12K	-0.48%
Dec 31, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.18%	345.71K	15.83M	-6.23K	-1.77%
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.18%	352.81K	16.16M	354	+0.10%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.18%	356.18K	16.31M	0	0
Dec 31, 2025	PYA WALTMAN CAPITAL, LLC	0.19%	359.33K	16.46M	-123.23K	-25.54%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	371.61K	17.02M	-43.41K	-10.46%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.2%	381.77K	17.49M	-10.44K	-2.66%
Dec 31, 2025	INLIGHT WEALTH MANAGEMENT, LLC	0.21%	398.88K	18.27M	-2.84K	-0.71%
Dec 31, 2025	MATAURO, LLC	0.21%	399.07K	18.28M	10.52K	+2.71%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.21%	400.55K	18.35M	425	+0.11%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.21%	409.89K	18.46M	-63.22K	-13.36%
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0.23%	447.77K	20.51M	-10.2K	-2.23%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	2.5%	4.85M	222.19M	-367.35K	-7.04%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.08%	159.9K	7.32M	62.78K	+64.64%
Dec 31, 2025	CHICAGO CAPITAL, LLC	0.08%	155.37K	7.12M	0	0
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.07%	129.03K	5.91M	3K	+2.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	130.1K	5.96M	-41.52K	-24.19%
Dec 31, 2025	ROBERTS GLORE & CO INC /IL/	0.07%	132.94K	6.09M	-4.03K	-2.94%
Sep 30, 2025	PYA WALTMAN CAPITAL, LLC	0.25%	482.56K	17.71M	-10.69K	-2.17%
Sep 30, 2025	COHEN & STEERS, INC.	0.3%	578.5K	21.23M	5K	+0.87%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	481.3K	17.66M	23.78K	+5.20%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	415.02K	15.23M	40.54K	+10.83%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.24%	473.11K	17.17M	81.27K	+20.74%
Sep 30, 2025	SPROTT INC.	0.34%	664.12K	24.37M	-24.14K	-3.51%
Sep 30, 2025	PACIFIC SAGE PARTNERS, LLC	0.14%	270.51K	9.92M	-6.33K	-2.29%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	183.56K	6.73M	-349	-0.19%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	171.62K	6.3M	-22.28K	-11.49%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	170.62K	6.26M	-8.48K	-4.73%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	168.97K	6.2M	168.97K	+100.00%
Sep 30, 2025	CHICAGO CAPITAL, LLC	0.08%	155.37K	5.7M	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.07%	143.82K	5.28M	-2.24K	-1.53%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	140.5K	5.04M	34.66K	+32.75%
Sep 30, 2025	ROBERTS GLORE & CO INC /IL/	0.07%	136.97K	5.03M	-3.45K	-2.45%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.07%	135.77K	4.98M	-18.78K	-12.15%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	126.03K	4.62M	-2.09K	-1.63%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	125.7K	4.61M	12.34K	+10.88%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	113.83K	4.18M	43.85K	+62.66%
Sep 30, 2025	FORE CAPITAL, LLC	0.06%	110K	4.04M	0	0
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.05%	106.08K	3.89M	1.16K	+1.11%
Sep 30, 2025	CHASE INVESTMENT COUNSEL CORP	0.05%	100.84K	3.7M	-10	-0.01%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.24%	457.97K	16.8M	-2.93K	-0.63%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.23%	442.28K	16.23M	732	+0.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	434.49K	14.67M	7.01K	+1.64%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	192.25K	7.05M	92.86K	+93.44%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	2.69%	5.22M	191.47M	159.81K	+3.16%
Sep 30, 2025	MORGAN STANLEY	2.64%	5.13M	188.11M	1.12M	+27.97%
Sep 30, 2025	ROYAL BANK OF CANADA	2%	3.88M	142.38M	336.16K	+9.48%
Sep 30, 2025	JUPITER ASSET MANAGEMENT LTD	1.83%	3.55M	130.11M	812.7K	+29.67%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.71%	1.38M	50.69M	3.19K	+0.23%
Sep 30, 2025	CENTRAL TRUST CO	4.03%	7.82M	287.03M	-101.83K	-1.28%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.33%	632.05K	23.19M	18.51K	+3.02%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.3%	584.77K	21.46M	-41	-0.01%
Sep 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.59%	1.14M	41.82M	-12.58K	-1.09%
Sep 30, 2025	INLIGHT WEALTH MANAGEMENT, LLC	0.21%	401.72K	14.74M	-836	-0.21%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.21%	400.13K	14.68M	38.09K	+10.52%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.2%	392.21K	14.39M	-3.65K	-0.92%
Sep 30, 2025	MATAURO, LLC	0.2%	388.54K	14.26M	18.44K	+4.98%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.18%	356.18K	13.07M	2.17K	+0.61%
Sep 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.15%	298.57K	8.99M	-14.23K	-4.55%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	297.82K	10.93M	-125.38K	-29.63%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.15%	292K	10.75M	16.05K	+5.82%
Sep 30, 2025	CADENCE WEALTH MANAGEMENT LLC	0.14%	265.69K	9.75M	-2.84K	-1.06%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	261.56K	9.89M	52.85K	+25.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	791.3K	29.03M	-11.76K	-1.46%
Sep 30, 2025	EVELYN PARTNERS INVESTMENT MANAGEMENT LLP	0.39%	761.92K	27.95M	3.51K	+0.46%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.39%	753.11K	28.01M	-34.43K	-4.37%
Sep 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.37%	726.94K	26.56M	-5.88K	-0.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.36%	693.26K	25.44M	5.51K	+0.80%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.18%	352.45K	10.01M	-2.98K	-0.84%
Sep 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.18%	351.94K	12.91M	19.83K	+5.97%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.18%	341.76K	12.54M	6.96K	+2.08%
Sep 30, 2025	EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD	0.1%	185.65K	6.81M	185.65K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.58%	1.13M	41.45M	73.2K	+6.93%
Sep 30, 2025	LPL FINANCIAL LLC	0.47%	912.68K	33.49M	188.49K	+26.03%
Sep 30, 2025	JPMORGAN CHASE & CO	0.27%	528.75K	19.4M	61.06K	+13.06%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.13%	253.92K	9.43M	-1.55K	-0.61%
Sep 30, 2025	SAPIENT CAPITAL LLC	0.12%	237.79K	8.69M	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.27%	515.51K	18.91M	-40.45K	-7.28%
Sep 30, 2025	SPEARS ABACUS ADVISORS LLC	0.25%	483.03K	17.72M	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.12%	236.76K	8.69M	15.91K	+7.20%
Sep 30, 2025	INTREPID CAPITAL MANAGEMENT INC	0.12%	225.75K	8.28M	-8.45K	-3.61%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	224.32K	8.23M	9.04K	+4.20%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	220.86K	8.1M	5.28K	+2.45%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	196.3K	7.2M	1.6K	+0.82%
Sep 30, 2025	IFP ADVISORS, INC	0.1%	198.5K	7.28M	90.72K	+84.17%
Jun 30, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.32%	641.77K	19.32M	-1.38M	-68.22%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	457.53K	13.77M	-12.93K	-2.75%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.22%	441.55K	13.29M	6.58K	+1.51%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	423.2K	12.74M	-92.86K	-17.99%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	374.48K	11.27M	15.18K	+4.23%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.18%	354.01K	10.66M	0	0
Jun 30, 2025	INLIGHT WEALTH MANAGEMENT, LLC	0.2%	402.56K	12.12M	-10.74K	-2.60%
Jun 30, 2025	JANE STREET GROUP, LLC	0.28%	555.96K	16.73M	189.67K	+51.78%
Jun 30, 2025	COHEN & STEERS, INC.	0.29%	573.5K	17.26M	-13K	-2.22%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.3%	584.81K	17.6M	49.02K	+9.15%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.3%	589.32K	17.57M	186.75K	+46.39%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.31%	613.54K	18.47M	-20.06K	-3.17%
Jun 30, 2025	SPROTT INC.	0.35%	688.25K	20.72M	784	+0.11%
Jun 30, 2025	LPL FINANCIAL LLC	0.37%	724.2K	21.8M	70.43K	+10.77%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	1.38M	41.49M	-15.79K	-1.13%
Jun 30, 2025	JUPITER ASSET MANAGEMENT LTD	1.39%	2.74M	82.35M	360.78K	+15.17%
Jun 30, 2025		0.19%	370.11K	11.14M	-46.32K	-11.12%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.18%	362.04K	10.9M	196.79K	+119.09%
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.18%	355.43K	10.1M	-7.22K	-1.99%
Jun 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.16%	312.8K	9.42M	-7.6K	-2.37%
Jun 30, 2025	PACIFIC SAGE PARTNERS, LLC	0.14%	276.84K	8.33M	-16.26K	-5.55%
Jun 30, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.58%	1.15M	34.69M	-2.37K	-0.21%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.35%	687.75K	20.7M	-62.18K	-8.29%
Jun 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.17%	332.11K	10M	-44.38K	-11.79%
Jun 30, 2025	ROYAL BANK OF CANADA	1.79%	3.54M	106.69M	-44.1K	-1.23%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	2.56%	5.06M	152.27M	-360.2K	-6.65%
Jun 30, 2025	CENTRAL TRUST CO	4.01%	7.92M	238.54M	19.47K	+0.25%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.4%	787.54K	23.7M	158.69K	+25.23%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.17%	334.8K	10.08M	-17.02K	-4.84%
Jun 30, 2025	JPMORGAN CHASE & CO	0.24%	467.69K	14.08M	5.89K	+1.28%
Jun 30, 2025	SPEARS ABACUS ADVISORS LLC	0.24%	483.03K	14.54M	0	0
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.23%	460.89K	13.87M	20.02K	+4.54%
Jun 30, 2025	PYA WALTMAN CAPITAL, LLC	0.25%	493.25K	14.85M	-5.99K	-1.20%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.41%	803.06K	24.17M	8.87K	+1.12%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	1.06M	31.8M	-142.03K	-11.85%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.2%	391.84K	11.6M	-7.92K	-1.98%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.2%	395.87K	11.92M	-3.87K	-0.97%
Jun 30, 2025	MORGAN STANLEY	2.03%	4.01M	120.6B	872.09K	+27.82%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	210.87K	3.41M	210.87K	+100.00%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	215.27K	6.48M	-30.65K	-12.46%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.14%	275.95K	8.27M	-61.94K	-18.33%
Jun 30, 2025	CADENCE WEALTH MANAGEMENT LLC	0.14%	268.53K	8.08M	-5.46K	-1.99%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	427.48K	12.87M	-102.31K	-19.31%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.13%	255.47K	8.03M	-655	-0.26%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	1.93%	3.81M	67.73K	3.81M	+100.00%
Jun 30, 2025	MATAURO, LLC	0.19%	370.11K	11.14M	-46.32K	-11.12%
Jun 30, 2025	SAPIENT CAPITAL LLC	0.12%	237.79K	7.16M	0	0
Jun 30, 2025	INTREPID CAPITAL MANAGEMENT INC	0.12%	234.2K	7.05M	1.65K	+0.71%
Jun 30, 2025	GWN SECURITIES INC.	0.12%	227.58K	6.85M	216.08K	+1,878.13%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.11%	220.85K	6.65M	-40.87K	-15.62%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	215.57K	6.49M	-16.8K	-7.23%
Jun 30, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.37%	732.82K	23.05M	-2.65K	-0.36%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	359.29K	10.21M	1.18K	+0.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.18%	366.29K	10.41M	-462.48K	-55.80%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.39%	794.2K	22.56M	-93.58K	-10.54%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.13%	261.73K	7.44M	261.73K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.59%	1.2M	34.05M	16.33K	+1.38%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.68%	1.39M	39.61M	15.25K	+1.11%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	1.19%	2.43M	85.38M	425.9K	+21.30%
Mar 31, 2025	MORGAN STANLEY	1.53%	3.13M	89.05M	189.03K	+6.42%
Mar 31, 2025	ROYAL BANK OF CANADA	1.75%	3.59M	101.95M	134.74K	+3.90%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.18%	362.65K	10.3M	-700.14K	-65.88%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.2%	399.76K	11.16M	23.25K	+6.17%
Mar 31, 2025		0.2%	416.43K	11.83M	59.81K	+16.77%
Mar 31, 2025	SPROTT INC.	0.34%	687.47K	19.53M	-245	-0.04%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.17%	337.89K	9.54M	61.83K	+22.40%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.2%	402.57K	11.3M	106.58K	+36.01%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.12%	245.92K	6.99M	-12.01K	-4.65%
Mar 31, 2025	BLUEFIN CAPITAL MANAGEMENT, LLC	0.65%	1.33M	37.8M	1.33M	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.23%	461.8K	13.12M	32.98K	+7.69%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.26%	535.79K	15.22M	9.17K	+1.74%
Mar 31, 2025	COHEN & STEERS, INC.	0.29%	586.5K	16.66M	76K	+14.89%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	628.85K	17.88M	-162.7K	-20.55%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.31%	633.59K	18M	10.85K	+1.74%
Mar 31, 2025	LPL FINANCIAL LLC	0.32%	653.76K	18.57M	80.67K	+14.08%
Mar 31, 2025	CHEVIOT VALUE MANAGEMENT, LLC	0.36%	735.47K	21.47M	19.67K	+2.75%
Mar 31, 2025	INLIGHT WEALTH MANAGEMENT, LLC	0.2%	413.3K	11.74M	-41.37K	-9.10%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.21%	434.97K	12.36M	-129.46K	-22.94%
Mar 31, 2025	PEKIN HARDY STRAUSS, INC.	0.22%	440.87K	12.53M	-7.77K	-1.73%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.13%	256.13K	7.28M	5K	+1.99%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.17%	351.82K	10M	-32.42K	-8.44%
Mar 31, 2025	CADENCE WEALTH MANAGEMENT LLC	0.13%	273.99K	7.78M	-10.03K	-3.53%
Mar 31, 2025	PARALLAX VOLATILITY ADVISERS, L.P.	0.99%	2.02M	57.38M	-1.98M	-49.45%
Mar 31, 2025	SPEARS ABACUS ADVISORS LLC	0.24%	483.03K	13.72M	0	0
Mar 31, 2025	PYA WALTMAN CAPITAL, LLC	0.24%	499.24K	14.18M	-9.9K	-1.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	516.06K	14.66M	49.28K	+10.56%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	529.78K	15.05M	141.86K	+36.57%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	749.93K	21.31M	10.39K	+1.41%
Mar 31, 2025	PACIFIC SAGE PARTNERS, LLC	0.14%	293.11K	8.33M	6.39K	+2.23%
Mar 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.16%	320.4K	9.09M	-5.03K	-1.55%
Mar 31, 2025	PHILIP JAMES WEALTH MANGEMENT, LLC	0.16%	320.64K	9.11M	-27.19K	-7.82%
Mar 31, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0.18%	376.49K	10.7M	13.93K	+3.84%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.2%	399.74K	11.36M	-4.22K	-1.04%
Mar 31, 2025	MANAGED ASSET PORTFOLIOS, LLC	0.56%	1.15M	32.81M	-9.76K	-0.84%
Mar 31, 2025	JUPITER ASSET MANAGEMENT LTD	1.16%	2.38M	67.47M	248.49K	+11.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	232.37K	6.6M	-2.47K	-1.05%
Mar 31, 2025	INTREPID CAPITAL MANAGEMENT INC	0.11%	232.55K	6.61M	-169	-0.07%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	2.65%	5.42M	153.96M	95.73K	+1.80%
Mar 31, 2025	CENTRAL TRUST CO	3.86%	7.91M	224.59M	23.9K	+0.30%
Mar 31, 2025	SAPIENT CAPITAL LLC	0.12%	237.79K	6.76M	-2.28K	-0.95%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	470.45K	13.37M	-63.05K	-11.82%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.17%	354.01K	10.06M	40.55K	+12.94%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	724.29K	14.73M	32.17K	+4.65%
Mar 31, 2024	CAPITAL WEALTH ALLIANCE, LLC	0.06%	121.68K	2.47M	517	+0.43%
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.06%	125.17K	2.55M	6.54K	+5.52%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.06%	130.05K	2.65M	-541.69K	-80.64%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	0.06%	134.65K	3.77M	4.83K	+3.72%
Mar 31, 2024	VERITION FUND MANAGEMENT LLC	0.07%	140K	2.85M	30K	+27.27%
Mar 31, 2024	ROBERTS GLORE & CO INC /IL/	0.07%	149.81K	3.05M	90	+0.06%
Mar 31, 2024	CETERA ADVISORS LLC	0.07%	153.25K	3.12M	114.96K	+300.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.09%	201.83K	4.11M	-7.39K	-3.53%
Mar 31, 2024	CHICAGO CAPITAL, LLC	0.07%	153.87K	3.13M	0	0
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.08%	161.07K	3.28M	-26.69K	-14.22%
Mar 31, 2024	COWEN AND COMPANY, LLC	0.08%	164.13K	3.34M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.08%	166.03K	3.38M	-9.03K	-5.16%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	185.55K	3.77M	4.15K	+2.29%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	189.16K	3.84M	-38.01K	-16.73%
Mar 31, 2024	CSS LLC/IL	0.1%	204.77K	4.17M	2K	+0.99%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	223.22K	4.54M	4.43K	+2.02%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.11%	230.48K	4.69M	-31.52K	-12.03%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.11%	224.22K	4.56M	-4.5K	-1.97%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.11%	226.69K	4.61M	9.11K	+4.19%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.11%	227.55K	4.36M	0	0
Mar 31, 2024	INTREPID CAPITAL MANAGEMENT INC	0.11%	228.04K	4.64M	1.38K	+0.61%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.11%	237.47K	5.05M	0	0
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	0.12%	243.3K	4.95M	-3.73K	-1.51%
Mar 31, 2024	SAPIENT CAPITAL LLC	0.12%	254.41K	5.17M	1.01K	+0.40%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.13%	267.91K	5.45M	15.06K	+5.96%
Mar 31, 2024	CADENCE WEALTH MANAGEMENT LLC	0.14%	297.19K	6.04M	-16.92K	-5.39%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	312.58K	6.36M	312.58K	+100.00%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.15%	313.46K	6.38M	0	0
Mar 31, 2024	EURO PACIFIC ASSET MANAGEMENT, LLC	0.17%	349.24K	7.66M	-11.1K	-3.08%
Mar 31, 2024	NEW HARBOR FINANCIAL GROUP, LLC	0.17%	364K	7.4M	-18.78K	-4.91%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.18%	378.59K	7.7M	260.57K	+220.79%
Mar 31, 2024	ROYAL BANK OF CANADA	1.67%	3.58M	72.72M	-103.86K	-2.82%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.19%	390.24K	8.56M	-11.74K	-2.92%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.19%	398.13K	8.1M	22.14K	+5.89%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.19%	401.35K	8.16M	-21.37K	-5.06%
Mar 31, 2024	COHEN & STEERS, INC.	0.22%	452.5K	9.2M	0	0
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	0.22%	462.17K	9.4M	-15.06K	-3.16%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	486.52K	9.9M	29.23K	+6.39%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.23%	476.42K	9.69M	476.42K	+100.00%
Mar 31, 2024	SPEARS ABACUS ADVISORS LLC	0.23%	485.53K	9.88M	485.53K	+100.00%
Mar 31, 2024	POLAR ASSET MANAGEMENT PARTNERS INC.	0.27%	563.12K	11.45M	0	0
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.27%	564.24K	11.48M	-2.67K	-0.47%
Mar 31, 2024	PYA WALTMAN CAPITAL, LLC	0.29%	600.43K	12.21M	5.97K	+1.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.32%	677.13K	13.77M	-216	-0.03%
Mar 31, 2024	CHEVIOT VALUE MANAGEMENT, LLC	0.34%	709.87K	14.44M	8.96K	+1.28%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.35%	752.03K	15.3M	-7.41K	-0.98%
Mar 31, 2024	LPL FINANCIAL LLC	0.36%	780.04K	15.87M	59.07K	+8.19%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.4%	835.44K	16.99M	-39.33K	-4.50%
Mar 31, 2024	HOWLAND CAPITAL MANAGEMENT LLC	0.41%	845.61K	17.2M	-24.35K	-2.80%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.41%	880.48K	18.47M	-931.2K	-51.40%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.47%	1.01M	20.44M	19.82K	+2.01%
Mar 31, 2024	MANAGED ASSET PORTFOLIOS, LLC	0.61%	1.26M	25.7M	-107.16K	-7.82%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.62%	1.3M	26.43M	30.33K	+2.39%
Mar 31, 2024	SPROTT INC.	0.64%	1.33M	26.88M	570.41K	+75.01%
Mar 31, 2024	JANE STREET GROUP, LLC	0.73%	1.56M	31.74M	306.17K	+24.41%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.84%	1.75M	35.66M	115.2K	+7.03%
Mar 31, 2024	JUPITER ASSET MANAGEMENT LTD	0.87%	1.82M	37.08M	-185.2K	-9.22%
Mar 31, 2024	MORGAN STANLEY	1.61%	3.46M	70.41M	673.05K	+24.14%
Mar 31, 2024	BLUEFIN CAPITAL MANAGEMENT, LLC	1.62%	3.39M	68.86M	500.75K	+17.36%
Mar 31, 2024	PARALLAX VOLATILITY ADVISERS, L.P.	1.86%	4M	81.27M	0	0
Mar 31, 2024	SIMPLICITY WEALTH,LLC	2.84%	5.92M	120.46M	5.92M	+100.00%
Mar 31, 2024	BLEAKLEY FINANCIAL GROUP, LLC	2.84%	5.93M	120.57M	-91.66K	-1.52%
Mar 31, 2024	CENTRAL TRUST CO	3.79%	7.91M	160.79M	135.06K	+1.74%
Dec 31, 2023	PARALLAX VOLATILITY ADVISERS, L.P.	1.86%	4M	76.51M	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	1.71%	3.68M	70.45M	-100.52K	-2.66%
Dec 31, 2023	LPL FINANCIAL LLC	0.34%	720.97K	13.81M	-28.3K	-3.78%
Dec 31, 2023	BLUEFIN CAPITAL MANAGEMENT, LLC	1.34%	2.88M	55.53M	2.15M	+290.08%
Dec 31, 2023	MORGAN STANLEY	1.3%	2.79M	53.4M	235.6K	+9.23%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.94%	2.02M	38.62M	67.02K	+3.44%
Dec 31, 2023	JUPITER ASSET MANAGEMENT LTD	0.93%	2.01M	38.46M	-336.04K	-14.33%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.84%	1.81M	34.68M	625.85K	+52.78%
Dec 31, 2023	SIMPLICITY SOLUTIONS, LLC	2.8%	6.02M	115.26M	-234.72K	-3.75%
Dec 31, 2023	BLEAKLEY FINANCIAL GROUP, LLC	2.8%	6.02M	115.27M	-234.06K	-3.74%
Dec 31, 2023	CENTRAL TRUST CO	3.61%	7.77M	148.8B	-56.62K	-0.72%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.1%	217.58K	4.17M	3.82K	+1.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.1%	218.79K	4.19M	-4	0.00%
Dec 31, 2023	INTREPID CAPITAL MANAGEMENT INC	0.11%	226.65K	4.34M	17.01K	+8.11%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.11%	227.17K	4.35M	108.01K	+90.64%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.11%	227.55K	4.36M	31.53K	+16.08%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.11%	228.72K	4.38M	-12.2K	-5.06%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.11%	237.47K	4.55M	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.12%	252.84K	4.84M	16.12K	+6.81%
Dec 31, 2023		0.11%	247.03K	4.73M	133.73K	+118.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.12%	262K	5.02M	-15.5K	-5.59%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.15%	313.46K	6M	0	0
Dec 31, 2023	CADENCE WEALTH MANAGEMENT LLC	0.15%	314.12K	6.02M	-13.37K	-4.08%
Dec 31, 2023	EURO PACIFIC ASSET MANAGEMENT, LLC	0.17%	360.34K	6.89M	2.39K	+0.67%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.17%	375.99K	7.2M	16.87K	+4.70%
Dec 31, 2023	NEW HARBOR FINANCIAL GROUP, LLC	0.18%	382.78K	7.33M	-18.9K	-4.70%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.19%	401.97K	7.59M	-191.44K	-32.26%
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.76%	1.64M	28.37M	-10.57K	-0.64%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.2%	422.72K	8.1M	-11.62K	-2.67%
Dec 31, 2023	COHEN & STEERS, INC.	0.21%	452.5K	8.67M	20K	+4.62%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	457.29K	8.76M	252.22K	+122.99%
Dec 31, 2023	PEKIN HARDY STRAUSS, INC.	0.22%	477.23K	9.14M	-7.08K	-1.46%
Dec 31, 2023	CANNELL & CO.	0.22%	478.2K	9.16M	0	0
Dec 31, 2023	MANAGED ASSET PORTFOLIOS, LLC	0.64%	1.37M	26.25M	-4.03K	-0.29%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.59%	1.27M	24.3M	-16.01K	-1.25%
Dec 31, 2023	JANE STREET GROUP, LLC	0.58%	1.25M	24.02M	336.22K	+36.62%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.46%	985.25K	18.87M	-14.48K	-1.45%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.41%	874.77K	16.75M	12.89K	+1.50%
Dec 31, 2023	HOWLAND CAPITAL MANAGEMENT LLC	0.4%	869.96K	16.66M	-19.88K	-2.23%
Dec 31, 2023	SPROTT INC.	0.35%	760.42K	14.57M	-28.25K	-3.58%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.35%	759.44K	14.54M	-4.37K	-0.57%
Dec 31, 2023	ENGRAVE WEALTH PARTNERS LLC	0.34%	737.19K	14.12M	13.09K	+1.81%
Dec 31, 2023	POLAR ASSET MANAGEMENT PARTNERS INC.	0.26%	563.12K	10.78M	0	0
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.26%	566.91K	10.86M	4.33K	+0.77%
Dec 31, 2023	PYA WALTMAN CAPITAL, LLC	0.28%	594.46K	11.38M	206	+0.03%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.31%	671.74K	12.86M	-62.93K	-8.57%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.32%	677.35K	12.97M	11.58K	+1.74%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.32%	692.11K	13.25M	3.45K	+0.50%
Dec 31, 2023	CHEVIOT VALUE MANAGEMENT, LLC	0.33%	700.91K	13.62M	-15.59K	-2.18%

Frequently Asked Questions