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

Who are the major shareholders selling Roundhill Generative AI & Technology ETF stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in CHAT by -4.82% restricting it's holding to 60.78 thousand shares of worth nearly $6.00M. VENTURE VISIONARY PARTNERS LLC also lessened -0.05% of the CHAT shares from its portfolio, reducing its holding to 20.26 thousand shares of worth $2.00M. GRADIENT INVESTMENTS LLC also shunned CHAT shares holding by -24.13% last quarter which brought its holding to 279.38 thousand shares worth $27.57M.

Investors who are buying CHAT stock?

As per its latest 13F filing, MONETA GROUP INVESTMENT ADVISORS LLC increased its stake in CHAT by 100% in the last quarter. The institutional holder raised its holding to 55.47 thousand shares having worth more than $5.47M. LASALLE ST. INVESTMENT ADVISORS, LLC also added 22.6% more shares of CHAT to its portfolio, raising its holding to 64.97 thousand shares of worth $6.41M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also increased its CHAT shares holding by 175% which brought its holding to 67.1 thousand shares worth $6.62M.

CHAT's major insiders: who are they?

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

Did an insider recently sell CHAT stock?

Company executives, directors, and other insiders own N/A percent of Roundhill Generative AI & Technology ETF's stock. Within the last six months, there have been 0 transaction(s) in which CHAT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CHAT stock?

There have been 0 transaction(s) during the past 6-months in which Roundhill Generative AI & Technology ETF insiders have bought stock, totalling 0 shares

How much of CHAT does insiders own?

Around 0 Roundhill Generative AI & Technology ETF shares are held by insiders, which represents about N/A of CHAT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CHAT?

MONETA GROUP INVESTMENT ADVISORS LLC is the largest institutional owner in CHAT which holds 55.47 thousand shares worth $5.47M or 0.26% of the total CHAT shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 60.78 thousand shares representing 0.29% of the CHAT ownership. LASALLE ST. INVESTMENT ADVISORS, LLC is the third largest stakeholder with 64.97 thousand shares or 0.31% of the ownership worth more than $6.41M.

Is Roundhill Generative AI & Technology 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 CHAT is concerned, it is a stock which is optionable.

Is there a short position on CHAT's shares?

Number of CHAT 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 CHAT shares are there?

As of today, null shares of CHAT are outstanding.

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

CHAT 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 CHAT is null.

Roundhill Generative AI & Technology ETF (CHAT) 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. MONETA GROUP INVESTMENT ADVISORS LLC is the top corporate investor, holding 55.47K shares valued at $5.47M. A 0.26% stake in Roundhill Generative AI & Technology ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 60.78K shares valued at $6.00M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.26%	55.47K	5.47M	55.47K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	60.78K	6M	-3.08K	-4.82%
Jun 30, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.31%	64.97K	6.41M	11.98K	+22.60%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	67.1K	6.62M	42.7K	+175.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.14%	29.25K	2.89M	10.58K	+56.69%
Jun 30, 2026	CREATIVE PLANNING	0.07%	14.18K	1.4M	2.05K	+16.90%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.07%	14.71K	1.45M	2.67K	+22.18%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.07%	14.74K	1.45M	14.74K	+100.00%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.07%	15.59K	1.54M	13.53K	+658.12%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.1%	20.26K	2M	-11	-0.05%
Jun 30, 2026	PROVIDENCE FIRST TRUST CO	0.1%	21.03K	2.08M	3.09K	+17.22%
Jun 30, 2026	UBS GROUP AG	0.16%	34.55K	3.41M	20.95K	+154.00%
Jun 30, 2026	MGO ONE SEVEN LLC	0.17%	35.1K	3.46M	16.39K	+87.59%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	37.54K	3.71M	7.77K	+26.10%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.78%	163.19K	16.1M	124.93K	+326.57%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	1.33%	279.38K	27.57M	-88.87K	-24.13%
Jun 30, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.33%	69.33K	6.84M	-723	-1.03%
Jun 30, 2026	GEMMER ASSET MANAGEMENT LLC	0.34%	70.7K	6.98M	26.6K	+60.33%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.37%	76.99K	7.6M	76.99K	+100.00%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.37%	78.16K	7.71M	24.7K	+46.20%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.09%	19.25K	1.9M	2.88K	+17.60%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.07%	8.9K	877.76K	-955	-9.70%
Jun 30, 2026	REGATTA RESEARCH & MONEY MANAGEMENT	0.07%	9.35K	923K	9.35K	+100.00%
Jun 30, 2026	HRT FINANCIAL LP	0.12%	24.44K	2.41M	24.44K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.07%	9.08K	896.01K	0	0
Jun 30, 2026	MORGAN STANLEY	0.07%	9.11K	899.27K	4.88K	+115.39%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.07%	9.38K	925.09K	533	+6.03%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.08%	9.71K	957.69K	200	+2.10%
Jun 30, 2026	BEACON FINANCIAL ADVISORY LLC	0.08%	10.56K	1.04M	725	+7.37%
Jun 30, 2026	IMC-CHICAGO, LLC	0.08%	10.86K	1.07M	10.86K	+100.00%
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.09%	11.47K	1.13M	748	+6.97%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.09%	11.74K	1.1M	1.81K	+18.17%
Jun 30, 2026	HOWARD FINANCIAL SERVICES, LTD.	0.09%	11.76K	1.16M	11.76K	+100.00%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.06%	13.44K	1.33M	3.12K	+30.25%
Jun 30, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.07%	13.69K	1.35M	-470	-3.32%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.1%	21.44K	2.12M	21.44K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	22.31K	2.2M	13.53K	+154.09%
Jun 30, 2026		0.17%	22.54K	2.22M	2.78K	+14.04%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.11%	23.46K	2.32M	1.76K	+8.11%
Jun 30, 2026	SEAVIEW INVESTMENT MANAGERS LLC	0.11%	23.65K	2.33M	1.76K	+8.02%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.17%	36.25K	3.58M	18.56K	+104.96%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.4%	82.76K	8.17M	10.11K	+13.92%
Jun 30, 2026	LPL FINANCIAL LLC	3.19%	667.47K	65.87M	129.35K	+24.04%
Jun 30, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4.74%	992.71K	97.96M	-4.62K	-0.46%
Jun 30, 2026	MATTSON FINANCIAL SERVICES, LLC	0.19%	40.63K	3.4M	-16.7K	-29.13%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.2%	42.25K	4.17M	35.65K	+539.44%
Jun 30, 2026	BERBICE CAPITAL MANAGEMENT LLC	0.38%	79.81K	7.88M	52.67K	+193.99%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.48%	100K	9.87M	6K	+6.38%
Jun 30, 2026	BOX HILL PRIVATE WEALTH LLC	0.11%	22.54K	2.22M	2.78K	+14.04%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.68%	143.25K	14.14M	131.28K	+1,097.13%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	12.79K	1.26M	1.84K	+16.79%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.07%	14K	1.38M	14K	+100.00%
Jun 30, 2026	UNIQUE WEALTH, LLC	0.14%	29.52K	2.91M	4.01K	+15.71%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	30.66K	3.03M	-596	-1.91%
Jun 30, 2026	VALLEY NATIONAL ADVISERS INC	0.1%	20.2K	1.99M	0	0
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.11%	22.53K	2.22M	8.52K	+60.84%
Jun 30, 2026	BELVEDERE TRADING LLC	0.09%	19.66K	1.94M	19.66K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.11%	23.85K	2.35M	7.36K	+44.63%
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.24%	49.72K	4.91M	49.72K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.24%	50.9K	5.02M	-29.3K	-36.53%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.11%	14.16K	875.62K	1.54K	+12.19%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.11%	14.01K	825.85K	2K	+16.63%
Mar 31, 2026		0.15%	19.76K	1.22M	694	+3.64%
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0.16%	20.2K	1.25M	0	0
Mar 31, 2026	VECTORGLOBAL IAG, INC.	0.19%	24.04K	1.49M	24.04K	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	9.93K	638.53K	-1.61K	-13.91%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.08%	10.32K	638.34K	10.32K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	15.5K	958.68K	-181.4K	-92.13%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.13%	16.37K	1.01M	16.37K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	16.49K	1.02M	-1.81K	-9.89%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.17%	21.7K	1.34M	27	+0.12%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.49%	63.86K	3.95M	3.63K	+6.02%
Mar 31, 2026	QUADCAP WEALTH MANAGEMENT, LLC	0.54%	70.05K	4.33M	4.28K	+6.50%
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.08%	10.73K	663.34K	1.35K	+14.35%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	10.96K	677.61K	1.61K	+17.18%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.09%	11.97K	740.1K	-88.37K	-88.07%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.09%	12.04K	744.88K	1.96K	+19.45%
Mar 31, 2026	CREATIVE PLANNING	0.09%	12.13K	750.28K	740	+6.50%
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.1%	12.31K	761.64K	-2.39K	-16.26%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	12.98K	802.69K	-245	-1.85%
Mar 31, 2026	LPL FINANCIAL LLC	4.17%	538.12K	33.28M	17K	+3.26%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	7.73%	997.33K	61.68M	40.6K	+4.24%
Mar 31, 2026	CITADEL ADVISORS LLC	0.18%	23.8K	1.47M	3.3K	+16.10%
Mar 31, 2026	UNIQUE WEALTH, LLC	0.2%	25.51K	1.58M	2.15K	+9.19%
Mar 31, 2026	BERBICE CAPITAL MANAGEMENT LLC	0.21%	27.15K	1.68M	16.34K	+151.24%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	6.52K	403.02K	-677	-9.41%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.05%	6.61K	408.73K	857	+14.90%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.05%	6.65K	411.55K	1.18K	+21.65%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0.05%	6.82K	422.05K	-5.15K	-43.01%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	7.13K	451.66K	-6.37K	-47.19%
Mar 31, 2026	SIVIA CAPITAL PARTNERS, LLC	0.06%	7.2K	445.01K	0	0
Mar 31, 2026	MCF ADVISORS LLC	0.06%	7.28K	450.39K	7.28K	+728,100.00%
Mar 31, 2026	ARMSTRONG ADVISORY GROUP, INC	0.06%	7.33K	453.27K	3.26K	+80.25%
Mar 31, 2026	GFS ADVISORS, LLC	0.06%	8K	1.02M	8K	+100.00%
Mar 31, 2026	MARINER, LLC	0.06%	8.01K	495.3K	3.64K	+83.42%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	8.78K	543.17K	-161	-1.80%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.07%	8.84K	546.85K	1.15K	+14.92%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.07%	9.08K	561.6K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	29.77K	1.84M	8.78K	+41.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.24%	31.25K	1.93M	-27.79K	-47.07%
Mar 31, 2026	GTS SECURITIES LLC	0.27%	34.43K	2.13M	28.97K	+530.70%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	38.26K	2.37M	-54.01K	-58.54%
Mar 31, 2026	GEMMER ASSET MANAGEMENT LLC	0.34%	44.09K	2.73M	-24.56K	-35.78%
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.41%	52.99K	3.28M	52.99K	+100.00%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	2.85%	368.25K	22.78M	10.71K	+3.00%
Mar 31, 2026	MATTSON FINANCIAL SERVICES, LLC	0.44%	57.33K	3.55M	965	+1.71%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	18.67K	1.15M	6.65K	+55.30%
Mar 31, 2026	MGO ONE SEVEN LLC	0.15%	18.71K	1.16M	458	+2.51%
Mar 31, 2026	VENTURE VISIONARY PARTNERS LLC	0.16%	20.27K	1.25M	-962	-4.53%
Mar 31, 2026	SEAVIEW INVESTMENT MANAGERS LLC	0.17%	21.89K	1.35M	1.67K	+8.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.5%	64.79K	4.01M	-12.76K	-16.45%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.56%	72.65K	4.49M	9.55K	+15.14%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.14%	17.69K	1.09M	17.69K	+100.00%
Mar 31, 2026	PROVIDENCE FIRST TRUST CO	0.14%	17.94K	1.11M	-2.45K	-11.99%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.23%	29.44K	1.82M	29.44K	+100.00%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.41%	53.46K	3.31M	-1.36K	-2.48%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.73%	94K	5.81M	94K	+100.00%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.07%	9.51K	800.7K	2.65K	+38.72%
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.08%	9.83K	608.07K	20	+0.20%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.08%	9.85K	609.22K	9.85K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.11%	13.6K	841.35K	6.9K	+103.03%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.17%	21.67K	1.28M	3.74K	+20.83%
Dec 31, 2025	BEACON FINANCIAL ADVISORY LLC	0.08%	9.81K	578.48K	29	+0.30%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.07%	9.62K	566.9K	-4.83K	-33.45%
Dec 31, 2025	SIMPLEX TRADING, LLC	0.6%	77.7K	4.58M	-6.32K	-7.52%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.43%	54.82K	3.23M	426	+0.78%
Dec 31, 2025	UNIQUE WEALTH, LLC	0.18%	23.36K	1.38M	23.36K	+100.00%
Dec 31, 2025		0.15%	19.07K	1.12M	19.07K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.14%	18.3K	1.08M	2.58K	+16.41%
Dec 31, 2025	HRT FINANCIAL LP	0.09%	11.86K	699K	11.86K	+100.00%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.09%	11.54K	680.22K	520	+4.72%
Dec 31, 2025	SIVIA CAPITAL PARTNERS, LLC	0.06%	7.2K	424.22K	-7.2K	-50.00%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.06%	7.19K	424.1K	215	+3.08%
Dec 31, 2025	UBS GROUP AG	0.05%	6.7K	395.03K	6.7K	+100.00%
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.05%	6.58K	387.96K	1.04K	+18.73%
Dec 31, 2025	COLONY GROUP, LLC	0.05%	6.31K	371.88K	130	+2.10%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	6.31K	371.77K	146	+2.37%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.04%	5.75K	339.1K	668	+13.14%
Dec 31, 2025	GTS SECURITIES LLC	0.04%	5.46K	321.86K	1.18K	+27.49%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	5.45K	321.3K	5.45K	+100.00%
Dec 31, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	7.42%	956.72K	56.41M	349.43K	+57.54%
Dec 31, 2025	NRI WEALTH MANAGEMENT LC	0.6%	76.83K	4.53M	4.07K	+5.59%
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.1%	12.62K	773.81K	374	+3.05%
Dec 31, 2025	MGO ONE SEVEN LLC	0.14%	18.25K	1.08M	18.25K	+100.00%
Dec 31, 2025	BELVEDERE TRADING LLC	0.11%	13.87K	817.95K	-5.56K	-28.63%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.08%	10.08K	594.41K	3.45K	+52.04%
Dec 31, 2025	LPL FINANCIAL LLC	4.04%	521.13K	30.73M	171.9K	+49.22%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	2.77%	357.54K	21.08M	38.1K	+11.93%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.78%	100.33K	5.92M	100.33K	+100.00%
Dec 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.53%	68.66K	4.05M	-6.46K	-8.60%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	60.23K	3.55M	21.83K	+56.87%
Dec 31, 2025	EVERGREEN WEALTH SOLUTIONS, LLC	0.13%	16.83K	992.12K	16.83K	+100.00%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.11%	14.71K	867.02K	14.71K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.49%	63.1K	3.72M	18.47K	+41.38%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.46%	59.04K	3.48M	8.4K	+16.58%
Dec 31, 2025	MATTSON FINANCIAL SERVICES, LLC	0.44%	56.37K	3.32M	3.48K	+6.59%
Dec 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.16%	21.23K	1.26M	21.23K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	20.99K	1.24M	3.56K	+20.40%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.85%	109.18K	6.44M	109.18K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	92.26K	5.44M	5.19K	+5.96%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.07%	9.38K	553.01K	457	+5.12%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	9.35K	551.26K	2.86K	+44.07%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	9.08K	535.36K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	8.94K	527.28K	8.94K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	7.69K	453.61K	6.67K	+650.63%
Dec 31, 2025	CITADEL ADVISORS LLC	0.16%	20.5K	1.21M	12.2K	+146.99%
Dec 31, 2025	PROVIDENCE FIRST TRUST CO	0.16%	20.39K	1.2M	20.39K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	16.7K	984.63K	9.6K	+135.21%
Dec 31, 2025	JANE STREET GROUP, LLC	0.6%	77.55K	4.57M	-532.89K	-87.30%
Dec 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.51%	65.78K	3.88M	8.6K	+15.03%
Dec 31, 2025	SEAVIEW INVESTMENT MANAGERS LLC	0.16%	20.22K	1.19M	20.22K	+100.00%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0.16%	20.2K	1.19M	1.34K	+7.12%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.11%	14.31K	843.77K	-9.36K	-39.54%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	13.51K	827.26K	3.78K	+38.91%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	13.22K	779.64K	437	+3.42%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	12.02K	708.7K	3.33K	+38.38%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	12.01K	708.11K	2.31K	+23.79%
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.09%	11.97K	705.92K	3.24K	+37.05%
Dec 31, 2025	CREATIVE PLANNING	0.09%	11.39K	671.6K	-1.01K	-8.13%
Dec 31, 2025	BERBICE CAPITAL MANAGEMENT LLC	0.08%	10.81K	637.12K	5.09K	+89.08%
Sep 30, 2025	STEPHENS INC /AR/	0.04%	4.79K	294.71K	4.79K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	2.67K	164.14K	531	+24.84%
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0.04%	4.71K	289.48K	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.04%	4.64K	285.11K	-1.76K	-27.56%
Sep 30, 2025	GTS SECURITIES LLC	0.03%	4.28K	263.34K	4.28K	+100.00%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.03%	4.19K	257.69K	4.19K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	87.07K	5.36M	5.76K	+7.08%
Sep 30, 2025	PRICE CAPITAL MANAGEMENT, INC.	0.97%	128.28K	7.89M	128.28K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.05%	6.18K	379.89K	-3	-0.05%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	12.79K	786.34K	12.79K	+100.00%
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.07%	8.74K	537.28K	8.74K	+100.00%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.07%	8.92K	548.7K	1.35K	+17.84%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.02%	3.27K	200.86K	3.27K	+100.00%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.03%	3.37K	207.13K	3.37K	+100.00%
Sep 30, 2025	BROWN WEALTH MANAGEMENT, LLC	0.03%	3.41K	209.78K	3.41K	+100.00%
Sep 30, 2025	JACKSON WEALTH MANAGEMENT, LLC	0.03%	3.48K	214K	3.48K	+100.00%
Sep 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.03%	3.82K	234.62K	3.82K	+100.00%
Sep 30, 2025	BXM WEALTH LLC	0.03%	3.88K	238.31K	3.88K	+100.00%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	2.42%	319.44K	19.65M	60.26K	+23.25%
Sep 30, 2025	LPL FINANCIAL LLC	2.64%	349.23K	21.48M	66.58K	+23.56%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	6.49K	399.07K	6.49K	+100.00%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.07%	8.7K	530.79K	8.7K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.09%	12.4K	762.54K	1.42K	+12.88%
Sep 30, 2025	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4.6%	607.29K	37.35M	607.29K	+100.00%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.4%	52.88K	3.25M	5.66K	+11.98%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	50.64K	3.11M	46.44K	+1,104.38%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	8.69K	534.19K	1.17K	+15.61%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.14%	17.94K	1.1M	4.55K	+33.94%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	44.63K	2.75M	20.76K	+86.93%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.11%	14.45K	888.55K	13.94K	+2,738.51%
Sep 30, 2025	SIVIA CAPITAL PARTNERS, LLC	0.11%	14.39K	884.99K	14.39K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	13.84K	851.22K	13.84K	+100.00%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	11.02K	528.71K	0	0
Sep 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.57%	75.12K	4.62M	9.5K	+14.48%
Sep 30, 2025	BARCLAYS PLC	0.51%	67.26K	4.14M	67.26K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	38.39K	2.12M	6.35K	+19.82%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	23.67K	1.46M	18.95K	+401.46%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	17.44K	1.07M	-5.78K	-24.89%
Sep 30, 2025	BELVEDERE TRADING LLC	0.15%	19.44K	1.2M	19.44K	+100.00%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0.14%	18.86K	1.16M	5.31K	+39.19%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	7.1K	436.65K	7.1K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.06%	8.3K	510.45K	3.8K	+84.44%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.07%	9.7K	596.67K	4.02K	+70.75%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	9.72K	619.16K	815	+9.15%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.05%	6.63K	407.81K	6.47K	+4,044.38%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.07%	9.78K	601.59K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	15.72K	966.9K	15.72K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.07%	9.08K	558.42K	9.08K	+100.00%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.13%	17.26K	1.06M	17.26K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	1.03K	63.04K	-258	-20.11%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.09%	12.25K	797.03K	2.3K	+23.07%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.64%	84.02K	5.17M	84.02K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	6.16K	378.84K	6.16K	+100.00%
Sep 30, 2025	NRI WEALTH MANAGEMENT LC	0.55%	72.76K	4.47M	72.76K	+100.00%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.05%	6.98K	429.15K	865	+14.15%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	1.3K	79.95K	0	0
Sep 30, 2025	CRANBROOK WEALTH MANAGEMENT, LLC	0.01%	1.53K	93.97K	1.53K	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	1.64K	100.55K	1.64K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.73K	106.64K	1.13K	+189.00%
Sep 30, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.02%	2.28K	140.1K	0	0
Sep 30, 2025	BERBICE CAPITAL MANAGEMENT LLC	0.04%	5.72K	351.47K	5.72K	+100.00%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	0.04%	5.54K	340.83K	319	+6.11%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	5.49K	337.82K	5.49K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	4.71%	610.44K	37.54M	610.44K	+100.00%
Sep 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	0.43%	57.18K	3.52M	57.18K	+100.00%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.41%	54.4K	3.35M	54.4K	+100.00%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.04%	5.08K	312.61K	941	+22.72%
Sep 30, 2025	CUSTOM INDEX SYSTEMS, LLC	0.04%	5.06K	311.31K	5.06K	+100.00%
Jun 30, 2025	HORIZON INVESTMENTS, LLC	0%	8	390	0	0
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.01%	971	47.37K	971	+100.00%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0.63%	47.23K	2.3M	4.1K	+9.50%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.01%	600	29.27K	0	0
Jun 30, 2025		0.01%	893	43.56K	-302	-25.27%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	600	29.27K	600	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-41.27K	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.01%	640	31.22K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1K	48.78K	1K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	1.17K	57K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.28K	62.59K	718	+127.08%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	8.91K	434.44K	59	+0.67%
Jun 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.13%	9.78K	477.17K	0	0
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.13%	9.95K	485.36K	2.6K	+35.37%
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0.18%	13.55K	660K	-468	-3.34%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	23.21K	1.13M	16.56K	+248.72%
Jun 30, 2025	MORGAN STANLEY	0.02%	1.62K	79.02K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	2.14K	104.29K	0	0
Jun 30, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.03%	2.28K	111.12K	0	0
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	4.14K	202.05K	4.14K	+100.00%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0.06%	4.71K	229.61K	4.71K	+100.00%
Jun 30, 2025	KOESTEN, HIRSCHMANN & CRABTREE, INC.	0%	27	1.32K	0	0
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0%	56	2.73K	56	+100.00%
Jun 30, 2025	ALBION FINANCIAL GROUP /UT	0%	68	3.32K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	130	6.34K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	160	7.81K	0	0
Jun 30, 2025	ROBLE, BELKO & COMPANY, INC	0%	216	11K	216	+100.00%
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	250	12.2K	250	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.06%	4.72K	230.24K	4.72K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	5.68K	277.17K	5.68K	+100.00%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	6.11K	298.19K	6.11K	+100.00%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	6.18K	301.45K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.08%	6.4K	312.19K	6.4K	+100.00%
Jun 30, 2025	QUADRANT CAPITAL GROUP LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.1%	7.57K	369.31K	1.42K	+23.07%
Jun 30, 2025	WOLVERINE TRADING, LLC	0%	0	-	-6.3K	-100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-800	-100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-4	-100.00%
Jun 30, 2025	MCF ADVISORS LLC	0%	1	49	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	49K	1	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	1.55K	75.37K	1.55K	+100.00%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.07%	5.22K	254.78K	5.22K	+100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-3.08K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-23.8K	-100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-26.09K	-100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-544	-100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.08%	81.32K	3.97M	-31.69K	-28.04%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	333	16.24K	333	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	428	20.88K	-5.91K	-93.25%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	442	21.56K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0.01%	509	24.83K	509	+100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	251	12.24K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	4.21K	205.12K	-15.71K	-78.89%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	1.3K	63.41K	1.3K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.06%	4.5K	219.51K	800	+21.62%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	5.6K	273.17K	-1K	-15.15%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.1%	7.51K	366.49K	-5.45K	-42.05%
Jun 30, 2025	CREATIVE PLANNING	0.15%	10.98K	535.8K	3.92K	+55.38%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	32.04K	1.56M	254	+0.80%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.01%	893	43.56K	-302	-25.27%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	0.01%	893	43.56K	893	+100.00%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	472	23.02K	0	0
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.15%	11.02K	537.41K	170	+1.57%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.18%	13.39K	653.31K	5.06K	+60.63%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	18.66K	910.14K	-9.97K	-34.81%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	23.88K	1.17M	17.66K	+284.04%
Jun 30, 2025	LPL FINANCIAL LLC	3.75%	282.65K	13.79M	36.21K	+14.69%
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0%	0	-	-261.06K	-100.00%
Jun 30, 2025	WADDELL & ASSOCIATES, LLC	0%	0	-	-17.96K	-100.00%
Jun 30, 2025	GEMMER ASSET MANAGEMENT LLC	0.87%	65.61K	3.2M	19.95K	+43.68%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	3.44%	259.18K	12.64M	36.21K	+16.24%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.11%	6.3K	222.08K	6.3K	+100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	6.22K	217K	700	+12.69%
Mar 31, 2025	COLONY GROUP, LLC	0.11%	6.18K	215.37K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2%	113.01K	3.94M	-16.98K	-13.07%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	8.85K	308.39K	-2K	-18.43%
Mar 31, 2025	WADDELL & ASSOCIATES, LLC	0.32%	17.96K	625.94K	242	+1.37%
Mar 31, 2025	BEACON FINANCIAL ADVISORY LLC	0.17%	9.78K	340.9K	0	0
Mar 31, 2025	VALLEY NATIONAL ADVISERS INC	0.25%	14.01K	488K	98	+0.70%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.19%	10.85K	378.02K	665	+6.53%
Mar 31, 2025	CREATIVE PLANNING	0.13%	7.07K	246.36K	114	+1.64%
Mar 31, 2025	MORGAN STANLEY	0.03%	1.62K	56.46K	650	+67.01%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	251	8.75K	0	0
Mar 31, 2025	JACKSON, GRANT INVESTMENT ADVISERS, INC.	0.04%	2.28K	79.39K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	2.14K	74.51K	925	+76.26%
Mar 31, 2025		0.01%	290	10.11K	290	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	1.17K	41K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	6.66K	232K	6.66K	+100.00%
Mar 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.11%	6.15K	214.4K	6.15K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.23%	12.96K	451.8K	12.96K	+100.00%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	3.94%	222.97K	7.77M	79.3K	+55.20%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	19.92K	694.07K	2.57K	+14.84%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	4.62%	261.06K	9.1M	1.85K	+0.72%
Mar 31, 2025	LPL FINANCIAL LLC	4.36%	246.44K	8.59M	68.52K	+38.51%
Mar 31, 2025	IFP ADVISORS, INC	0.01%	640	22.3K	0	0
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.01%	600	20.91K	0	0
Mar 31, 2025	GEMMER ASSET MANAGEMENT LLC	0.81%	45.67K	1.59M	-6.65K	-12.71%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	6.6K	230.01K	6.6K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.06%	3.5K	121.98K	3.5K	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.11%	6.34K	220.88K	6.13K	+2,875.59%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.05%	3.08K	107K	-3.22K	-51.07%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	800	27.88K	800	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	565	19.69K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.01%	544	18.96K	544	+100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.01%	472	16.45K	472	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.73%	41.27K	1.44M	26.16K	+173.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.56%	31.79K	1.11M	10.23K	+47.45%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.51%	28.62K	997.51K	1.17K	+4.27%
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	442	17.88K	0	0
Mar 31, 2025	ZYNERGYRETIREMENTPLANNINGLLC	0.01%	334	13.51K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	186	6.48K	186	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	160	5.64K	0	0
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.46%	26.09K	909.06K	26.09K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.42%	23.8K	829K	23.8K	+100.00%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.15%	8.34K	290.58K	-3.75K	-30.99%
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.13%	7.35K	256.15K	-1.4K	-16.00%

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