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

Who are the major shareholders selling GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF stock?

US BANCORP \DE\, in the last quarter, reduced its stake in COMB by -2.31% restricting it's holding to 4.73 thousand shares of worth nearly $114.00K. ROYAL BANK OF CANADA also lessened -3.9% of the COMB shares from its portfolio, reducing its holding to 352.74 thousand shares of worth $8.49M. AMERICAN FINANCIAL & TAX STRATEGIES INC also shunned COMB shares holding by -0.38% last quarter which brought its holding to 219.67 thousand shares worth $5.29M.

Investors who are buying COMB stock?

As per its latest 13F filing, BEACON HARBOR WEALTH ADVISORS, INC. increased its stake in COMB by 13.77% in the last quarter. The institutional holder raised its holding to 582.85 thousand shares having worth more than $15.09M. MORGAN STANLEY also added 100% more shares of COMB to its portfolio, raising its holding to 2 shares of worth $52.00. RESONANT CAPITAL ADVISORS, LLC also increased its COMB shares holding by 2.37% which brought its holding to 948.89 thousand shares worth $22.85M.

COMB's major insiders: who are they?

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

Did an insider recently sell COMB stock?

Company executives, directors, and other insiders own N/A percent of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's stock. Within the last six months, there have been 0 transaction(s) in which COMB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased COMB stock?

There have been 0 transaction(s) during the past 6-months in which GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF insiders have bought stock, totalling 0 shares

How much of COMB does insiders own?

Around 0 GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF shares are held by insiders, which represents about N/A of COMB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in COMB?

US BANCORP \DE\ is the largest institutional owner in COMB which holds 4.73 thousand shares worth $114.00K or 0.1% of the total COMB shares outstanding followed by BEACON HARBOR WEALTH ADVISORS, INC. with ownership of 582.85 thousand shares representing 12.41% of the COMB ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 352.74 thousand shares or 7.51% of the ownership worth more than $8.49M.

Is GraniteShares Bloomberg Commodity Broad Strategy No K-1 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 COMB is concerned, it is a stock which is optionable.

Is there a short position on COMB's shares?

Number of COMB 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 COMB shares are there?

As of today, null shares of COMB are outstanding.

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

COMB 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 COMB is null.

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) 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. US BANCORP \DE\ is the top corporate investor, holding 4.73K shares valued at $114.00K. A 0.1% stake in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF is owned by the company. BEACON HARBOR WEALTH ADVISORS, INC. owns 582.85K shares valued at $15.09M, which translates its holding of 12.41% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	US BANCORP \DE\	0.1%	4.73K	114K	-112	-2.31%
Jun 30, 2026	BEACON HARBOR WEALTH ADVISORS, INC.	12.41%	582.85K	15.09M	70.54K	+13.77%
Jun 30, 2026	ROYAL BANK OF CANADA	7.51%	352.74K	8.49M	-14.31K	-3.90%
Jun 30, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	4.68%	219.67K	5.29M	-840	-0.38%
Jun 30, 2026	DMC GROUP, LLC	0%	0	-	-8.71K	-100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-10.6K	-100.00%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0%	0	-	-1.01M	-100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0%	0	-	-1.18K	-100.00%
Jun 30, 2026	MORGAN STANLEY	0%	2	52	1	+100.00%
Jun 30, 2026	RONALD BLUE TRUST, INC.	0%	11	265	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.32K	0	0
Jun 30, 2026	PACIFIC CENTER FOR FINANCIAL SERVICES	0.06%	2.67K	64.17K	0	0
Jun 30, 2026	ONE DEGREE ADVISORS INC	4.46%	209.68K	5.03M	-22.49K	-9.69%
Jun 30, 2026	APPLETON PARTNERS INC/MA	3.74%	175.6K	4.23M	-3.65K	-2.03%
Jun 30, 2026	INSCRIPTION CAPITAL, LLC	1.74%	81.71K	1.97M	-11.74K	-12.56%
Jun 30, 2026	PROSPECT FINANCIAL GROUP LLC	1.58%	74.02K	1.78M	-1.9K	-2.51%
Jun 30, 2026	RESONANT CAPITAL ADVISORS, LLC	20.2%	948.89K	22.85M	22.01K	+2.37%
Jun 30, 2026	EVOLUTION WEALTH ADVISORS, LLC	1.2%	56.26K	1.35M	0	0
Jun 30, 2026	BRAUN-BOSTICH & ASSOCIATES INC.	0.19%	8.87K	213.47K	-750	-7.80%
Jun 30, 2026	MCF ADVISORS LLC	0%	200	4.82K	0	0
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.91%	42.75K	1.03M	-2.15K	-4.78%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.09%	4.44K	107.01K	-20	-0.45%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.02%	1K	24.08K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-35.1K	-100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.89%	41.8K	1.01M	8.81K	+26.71%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.86%	40.27K	969.65K	0	0
Jun 30, 2026	NUVEEN, LLC	0.84%	39.54K	952.03K	39.54K	+100.00%
Jun 30, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.66%	30.79K	741.38K	-2.54K	-7.61%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.59%	27.78K	668.92K	4.7K	+20.39%
Jun 30, 2026	LPL FINANCIAL LLC	0.45%	21.16K	509.45K	-19.16K	-47.52%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.39%	18.21K	438.52K	-71	-0.39%
Jun 30, 2026	IFP ADVISORS, INC	0.38%	17.94K	431.88K	3.87K	+27.51%
Jun 30, 2026	BETTERMENT LLC	16.93%	795.49K	19.16M	7.53K	+0.96%
Jun 30, 2026	FINANCIAL ENHANCEMENT GROUP LLC	0.31%	14.75K	355.23K	14.75K	+100.00%
Jun 30, 2026	COLONY GROUP, LLC	0.29%	13.49K	324.95K	-471	-3.37%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.26%	12.4K	298.69K	12.4K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.21%	9.76K	235K	-257	-2.57%
Jun 30, 2026	ASSETMARK, INC	0%	215	5.18K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	263	6.34K	263	+100.00%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.01%	554	13.33K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	1.36K	32.82K	1.36K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-2.55K	-100.00%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0%	0	-	-160	-100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	60	1.45K	30	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	190	4.58K	0	0
Mar 31, 2026	APPLETON PARTNERS INC/MA	3.82%	179.25K	4.71M	3.17K	+1.80%
Mar 31, 2026	ROYAL BANK OF CANADA	7.81%	367.05K	9.64M	170.57K	+86.81%
Mar 31, 2026	BEACON HARBOR WEALTH ADVISORS, INC.	10.9%	512.31K	13.46M	512.31K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	35.1K	921.77K	35.1K	+100.00%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.96%	44.9K	947.8K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.3%	14.07K	369.44K	9.63K	+217.09%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.49%	23.08K	606.07K	23.08K	+100.00%
Mar 31, 2026	SKOPOS LABS, INC.	0.69%	32.55K	854.82K	7.12K	+28.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	190	4.99K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.7%	32.99K	866.43K	-71	-0.21%
Mar 31, 2026	COLONY GROUP, LLC	0.3%	13.97K	366.8K	-3.71K	-21.01%
Mar 31, 2026	ONE DEGREE ADVISORS INC	4.94%	232.17K	6.1M	10.32K	+4.65%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.45K	55	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	4.46K	117.25K	-1.07K	-19.38%
Mar 31, 2026	US BANCORP \DE\	0.1%	4.85K	127.28K	-400	-7.62%
Mar 31, 2026	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.71%	33.33K	875.28K	-295	-0.88%
Mar 31, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	4.69%	220.51K	5.79M	-2.26K	-1.02%
Mar 31, 2026	EMPOWERED FUNDS, LLC	21.4%	1.01M	26.41M	158.11K	+18.66%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	10.6K	278.41K	10.6K	+100.00%
Mar 31, 2026	BETTERMENT LLC	16.77%	787.96K	20.7M	127.37K	+19.28%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0%	11	289	0	0
Mar 31, 2026	INSCRIPTION CAPITAL, LLC	1.99%	93.45K	2.45M	672	+0.72%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0%	30	788	0	0
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	160	4.2K	160	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	1.18K	30.91K	1.18K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	2.55K	66.9K	2.55K	+100.00%
Mar 31, 2026	PACIFIC CENTER FOR FINANCIAL SERVICES	0.06%	2.67K	70K	579	+27.76%
Mar 31, 2026	DMC GROUP, LLC	0.19%	8.71K	228.77K	8.71K	+100.00%
Mar 31, 2026	BRAUN-BOSTICH & ASSOCIATES INC.	0.2%	9.62K	252.54K	9.62K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.21%	10.02K	263K	-1.44K	-12.55%
Mar 31, 2026	ASSETMARK, INC	0%	215	5.65K	0	0
Mar 31, 2026	RESONANT CAPITAL ADVISORS, LLC	19.73%	926.88K	24.34M	177.9K	+23.75%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.01%	554	14.54K	-106	-16.06%
Mar 31, 2026	PROSPECT FINANCIAL GROUP LLC	1.62%	75.92K	1.99M	3.31K	+4.56%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.02%	1K	26K	1K	+100.00%
Mar 31, 2026	MCF ADVISORS LLC	0%	200	5.25K	0	0
Mar 31, 2026	MORGAN STANLEY	0%	1	47	0	0
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.39%	18.28K	480.18K	-1.12K	-5.77%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.86%	40.27K	1.06M	40.27K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.86%	40.32K	1.06M	-3.11K	-7.17%
Mar 31, 2026	EVOLUTION WEALTH ADVISORS, LLC	1.2%	56.26K	1.48M	0	0
Dec 31, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.05%	2.09K	45.48K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	11.46K	242K	-1.36K	-10.61%
Dec 31, 2025	EMPOWERED FUNDS, LLC	18.44%	847.38K	17.89M	486.5K	+134.81%
Dec 31, 2025	RESONANT CAPITAL ADVISORS, LLC	16.29%	748.98K	15.81M	35.02K	+4.91%
Dec 31, 2025	BETTERMENT LLC	14.37%	660.59K	13.95M	43.43K	+7.04%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.72%	33.06K	697.88K	-2.37K	-6.68%
Dec 31, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.73%	33.62K	709.72K	-320	-0.94%
Dec 31, 2025	LPL FINANCIAL LLC	0.94%	43.43K	916.77K	20.35K	+88.19%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.98%	44.9K	947.8K	949	+2.16%
Dec 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	1.22%	56.26K	1.19M	-865	-1.51%
Dec 31, 2025	PROSPECT FINANCIAL GROUP LLC	1.58%	72.61K	1.53M	-17.56K	-19.48%
Dec 31, 2025	INSCRIPTION CAPITAL, LLC	2.02%	92.78K	1.96M	-10.52K	-10.19%
Dec 31, 2025	APPLETON PARTNERS INC/MA	3.83%	176.08K	3.72M	2.77K	+1.60%
Dec 31, 2025	US BANCORP \DE\	0.11%	5.25K	110.74K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	4.27%	196.48K	4.15M	194.68K	+10,833.78%
Dec 31, 2025	ONE DEGREE ADVISORS INC	4.83%	221.85K	4.68M	11.34K	+5.39%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-4.01K	-100.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	37	0	0
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	11	232	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	30	634	-190	-86.36%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	190	4.01K	0	0
Dec 31, 2025	MCF ADVISORS LLC	0%	200	4.22K	200	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	215	4.54K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	263	5.56K	0	0
Dec 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	4.85%	222.77K	4.7M	-584	-0.26%
Dec 31, 2025	SKOPOS LABS, INC.	0.55%	25.43K	540.81K	2.92K	+12.97%
Dec 31, 2025	BEAR MOUNTAIN CAPITAL, INC.	0%	0	-	-53	-100.00%
Dec 31, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	0	-	-26	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-98	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	660	13.93K	109	+19.78%
Dec 31, 2025	IFP ADVISORS, INC	0.1%	4.44K	93.64K	521	+13.31%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	5.54K	116.88K	1.97K	+55.01%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.42%	19.4K	409.58K	41	+0.21%
Dec 31, 2025	COLONY GROUP, LLC	0.38%	17.68K	373.21K	78	+0.44%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-55	-100.00%
Dec 31, 2025	GUARDIAN PARTNERS INC.	0%	0	-	-53.56K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	3.57K	76.2K	357	+11.10%
Sep 30, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.05%	2.09K	45.48K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.04%	1.8K	39K	-272	-13.15%
Sep 30, 2025	IFP ADVISORS, INC	0.1%	3.92K	85.35K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.01%	551	12.01K	-250	-31.21%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-46.38K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-967	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	4.01K	87.31K	0	0
Sep 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.84%	33.94K	739.89K	202	+0.60%
Sep 30, 2025	BEAR MOUNTAIN CAPITAL, INC.	0%	53	1.17K	53	+100.00%
Sep 30, 2025	UBS GROUP AG	0%	98	2.14K	98	+100.00%
Sep 30, 2025	APPLETON PARTNERS INC/MA	4.27%	173.32K	3.78M	1.41K	+0.82%
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	5.5%	223.36K	4.87M	2.39K	+1.08%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-61.16K	-100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-362	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-10.4K	-100.00%
Sep 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	64	1.4K	0	0
Sep 30, 2025	RESONANT CAPITAL ADVISORS, LLC	17.57%	713.96K	15.56M	57.42K	+8.75%
Sep 30, 2025	BETTERMENT LLC	15.19%	617.16K	13.45M	66K	+11.98%
Sep 30, 2025	INSCRIPTION CAPITAL, LLC	2.54%	103.3K	2.25M	14.62K	+16.49%
Sep 30, 2025	PROSPECT FINANCIAL GROUP LLC	2.22%	90.17K	1.97M	2.8K	+3.20%
Sep 30, 2025	LPL FINANCIAL LLC	0.57%	23.08K	503.07K	852	+3.83%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.2K	0	0
Sep 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0%	100	16.9K	-675	-87.10%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	190	4.14K	190	+100.00%
Sep 30, 2025	EMPOWERED FUNDS, LLC	8.88%	360.88K	7.87M	360.88K	+100.00%
Sep 30, 2025	ONE DEGREE ADVISORS INC	5.18%	210.52K	4.59M	75.9K	+56.38%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	220	8.26K	190	+633.33%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	263	5.74K	263	+100.00%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	406	8.86K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	13	0	0
Sep 30, 2025	MORGAN STANLEY	0%	1	34	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	11	240	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.32%	12.82K	279K	-14.57K	-53.19%
Sep 30, 2025	COLONY GROUP, LLC	0.43%	17.6K	383.71K	3.51K	+24.91%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.48%	19.36K	422.07K	-2.52K	-11.52%
Sep 30, 2025	SKOPOS LABS, INC.	0.55%	22.51K	474.92K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.87%	35.43K	772.27K	-942	-2.59%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	1.08%	43.95K	958.09K	-1.01K	-2.24%
Sep 30, 2025	GUARDIAN PARTNERS INC.	1.32%	53.56K	1.17M	3.22K	+6.39%
Sep 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	1.41%	57.12K	1.25M	-250	-0.44%
Sep 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	26	567	-95	-78.51%
Sep 30, 2025	US BANCORP \DE\	0.13%	5.25K	114.36K	0	0
Sep 30, 2025	ASSETMARK, INC	0.01%	215	4.69K	215	+100.00%
Jun 30, 2025	ONE DEGREE ADVISORS INC	3.33%	134.62K	2.83M	-46.47K	-25.66%
Jun 30, 2025	RESONANT CAPITAL ADVISORS, LLC	16.26%	656.54K	13.78M	17.8K	+2.79%
Jun 30, 2025	BETTERMENT LLC	13.65%	551.16K	11.57M	18.57K	+3.49%
Jun 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	5.47%	220.97K	4.64M	5.4K	+2.51%
Jun 30, 2025	GUARDIAN PARTNERS INC.	1.25%	50.35K	1.07M	8.72K	+20.96%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.15%	46.38K	973.43K	46.38K	+100.00%
Jun 30, 2025	VISE TECHNOLOGIES, INC.	1.11%	44.96K	943.67K	44.96K	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.9%	36.37K	763.34K	-2.32K	-6.00%
Jun 30, 2025	US BANCORP \DE\	0.13%	5.25K	110.11K	0	0
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	406	8.53K	-2	-0.49%
Jun 30, 2025	MORGAN STANLEY	0%	1	22K	0	0
Jun 30, 2025	SKOPOS LABS, INC.	0.56%	22.51K	472.4K	-7.57K	-25.16%
Jun 30, 2025	INSCRIPTION CAPITAL, LLC	2.2%	88.68K	1.86M	-8.41K	-8.66%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.51%	61.16K	1.28M	32.11K	+110.53%
Jun 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	1.42%	57.37K	1.2M	-1.4K	-2.38%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.68%	27.38K	575K	728	+2.73%
Jun 30, 2025	PROSPECT FINANCIAL GROUP LLC	2.16%	87.38K	1.83M	2.11K	+2.47%
Jun 30, 2025	COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC	0.84%	33.74K	708.16K	4.18K	+14.12%
Jun 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0.02%	775	16.27K	0	0
Jun 30, 2025	MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.	0%	121	2.54K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.26%	10.4K	218.19K	-23.16K	-69.02%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.1%	4.01K	84.07K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.1%	3.92K	82.2K	-172	-4.21%
Jun 30, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.05%	2.09K	43.79K	0	0
Jun 30, 2025	COMERICA BANK	0%	0	-	-1.31K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-74.09K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	3.22K	67.48K	2.08K	+184.01%
Jun 30, 2025		0%	121	2.54K	0	0
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	64	1.34K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.15K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	30	630	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	2.07K	43K	-395	-16.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	967	20.3K	967	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.02%	801	16.81K	-50	-5.88%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	362	7.6K	362	+100.00%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	11	231	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	12	0	0
Jun 30, 2025	EMPOWERED FUNDS, LLC	0%	0	-	-441.68K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	0%	0	-	-564.85K	-100.00%
Jun 30, 2025	APPLETON PARTNERS INC/MA	4.26%	171.9K	3.61M	2.66K	+1.57%
Jun 30, 2025	LPL FINANCIAL LLC	0.55%	22.23K	466.51K	-232	-1.03%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.54%	21.88K	459.32K	-52	-0.24%
Jun 30, 2025	COLONY GROUP, LLC	0.35%	14.09K	295.77K	-1.78K	-11.19%
Mar 31, 2025		0%	0	-	-19	-100.00%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	30	651	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.09%	4.01K	86.91K	4.01K	+100.00%
Mar 31, 2025	PACIFIC CENTER FOR FINANCIAL SERVICES	0.05%	2.09K	45.27K	-100	-4.57%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	2.46K	53K	-303	-10.95%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.59%	26.65K	578K	-6.8K	-20.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.85%	38.69K	839.57K	-18.94K	-32.87%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.13K	24.59K	1.13K	+100.00%
Mar 31, 2025	COMERICA BANK	0.03%	1.31K	28.47K	1.31K	+100.00%
Mar 31, 2025	FSA WEALTH MANAGEMENT LLC	0%	64	1.39K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	100	2.17K	0	0
Mar 31, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	408	8.85K	-3	-0.73%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.02%	851	17.91K	-125	-12.81%
Mar 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	1.29%	58.77K	1.28M	-830	-1.39%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.63%	74.09K	1.61M	74.09K	+100.00%
Mar 31, 2025	APPLETON PARTNERS INC/MA	3.72%	169.25K	3.67M	6.61K	+4.07%
Mar 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	4.74%	215.56K	4.68M	-3.05K	-1.40%
Mar 31, 2025	INSCRIPTION CAPITAL, LLC	2.14%	97.09K	1.93M	97.09K	+100.00%
Mar 31, 2025	ONE DEGREE ADVISORS INC	3.98%	181.09K	3.93M	2.67K	+1.50%
Mar 31, 2025	GREAT LAKES ADVISORS, LLC	0%	0	-	-64.08K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	13	0	0
Mar 31, 2025	MORGAN STANLEY	0%	1	33	-1	-50.00%
Mar 31, 2025	COLONY GROUP, LLC	0.35%	15.87K	344.3K	-312	-1.93%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.48%	21.94K	475.99K	-1.81K	-7.62%
Mar 31, 2025	LPL FINANCIAL LLC	0.49%	22.46K	487.32K	2.41K	+12.02%
Mar 31, 2025	AXIOM FINANCIAL STRATEGIES, LLC	0%	0	-	-322.75K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-38.77K	-100.00%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0%	11	239	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.09%	4.09K	88.71K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.64%	29.05K	630K	29.05K	+100.00%
Mar 31, 2025	SKOPOS LABS, INC.	0.66%	30.07K	652.59K	30.07K	+100.00%
Mar 31, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	12.43%	564.85K	12.26M	564.85K	+100.00%
Mar 31, 2025	RESONANT CAPITAL ADVISORS, LLC	14.05%	638.75K	13.86M	71.23K	+12.55%
Mar 31, 2025	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0%	0	-	-168.69K	-100.00%
Mar 31, 2025	US BANCORP \DE\	0.12%	5.25K	113.84K	0	0
Mar 31, 2025	GUARDIAN PARTNERS INC.	0.92%	41.62K	868.98K	41.62K	+100.00%
Mar 31, 2025	BETTERMENT LLC	11.72%	532.59K	11.56M	32.88K	+6.58%
Mar 31, 2025	JANE STREET GROUP, LLC	0.74%	33.55K	728.06K	21.9K	+187.97%
Mar 31, 2025	EMPOWERED FUNDS, LLC	9.72%	441.68K	9.58M	441.68K	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.19K	0	0
Mar 31, 2024	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.95%	40.58K	806.35K	10.38K	+34.37%
Mar 31, 2024	VISE TECHNOLOGIES, INC.	1.12%	48.07K	955.21K	-2.65K	-5.23%
Mar 31, 2024	JANE STREET GROUP, LLC	1.74%	73.79K	1.47M	1.06K	+1.45%
Mar 31, 2024	BETTERMENT LLC	11.8%	505.43K	10.04M	24.12K	+5.01%
Mar 31, 2024	UPPER LEFT WEALTH MANAGEMENT, LLC	0%	0	-	-43.7K	-100.00%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0%	0	-	-32.8K	-100.00%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0%	0	-	-17.07K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-415	-100.00%
Mar 31, 2024	CREATIVE PLANNING	0%	0	-	-16.31K	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-114	-100.00%
Mar 31, 2024	LEE FINANCIAL CO	0%	0	-	-6.9K	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	2	44	1	+100.00%
Mar 31, 2024	FMR LLC	0%	3	60	3	+100.00%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	11	219	11	+100.00%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0%	30	597	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	55	1.09K	-160	-74.42%
Mar 31, 2024	FSA WEALTH MANAGEMENT LLC	0%	62	1.24K	0	0
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	150	2.98K	0	0
Mar 31, 2024	EVOLUTION WEALTH ADVISORS, LLC	0.58%	24.99K	496.45K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	20	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	324	6.48M	324	+100.00%
Mar 31, 2024	UBS GROUP AG	0.01%	361	7.17K	361	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	434	8.62K	0	0
Mar 31, 2024	PACIFIC CENTER FOR FINANCIAL SERVICES	0.05%	2.25K	44.77K	-465	-17.11%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.07%	3.15K	62.67K	-923	-22.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.07%	3.18K	63K	-1.72K	-35.07%
Mar 31, 2024	US BANCORP \DE\	0.12%	5.25K	104.24K	0	0
Mar 31, 2024	CREEKMUR ASSET MANAGEMENT LLC	0.14%	5.84K	116.11K	-8.69K	-59.78%
Mar 31, 2024	TRIVANT CUSTOM PORTFOLIO GROUP, LLC	0.14%	5.95K	118.23K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.15%	6.61K	131.26K	0	0
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.24%	10.12K	208.51K	10.12K	+100.00%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.24%	10.44K	208K	10.44K	+100.00%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.25%	10.81K	214.71K	-3.89K	-26.44%
Mar 31, 2024	GUARDIAN ASSET ADVISORS, LLC	0.27%	11.74K	233.19K	-5.77K	-32.94%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.3%	12.83K	254.94K	1.22K	+10.51%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.53%	22.51K	447.22K	-4.34K	-16.17%
Mar 31, 2024	LPL FINANCIAL LLC	0.58%	24.58K	488.34K	687	+2.88%
Mar 31, 2024	GAINPLAN LLC	0.72%	30.72K	610.45K	2.67K	+9.53%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.81%	34.8K	691.4K	2.09K	+6.40%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.83%	35.71K	710.53K	7.09K	+24.76%
Mar 31, 2024	NORTHCAPE WEALTH MANAGEMENT, LLC	1.03%	43.93K	872.84K	-2.04K	-4.45%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.07%	45.27K	899.6K	-43.5K	-49.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.1%	46.7K	927.99K	46.7K	+100.00%
Mar 31, 2024	INSCRIPTION CAPITAL, LLC	2.27%	97.09K	1.93M	963	+1.00%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	3.12%	133.61K	2.65M	-7.24K	-5.14%
Mar 31, 2024	APPLETON PARTNERS INC/MA	3.71%	158.76K	3.16M	11.76K	+8.00%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	4.03%	172.54K	3.43M	41.63K	+31.80%
Mar 31, 2024	AXIOM FINANCIAL STRATEGIES, LLC	6.88%	294.62K	5.85M	31.7K	+12.05%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	10.97%	470.04K	9.34M	32.8K	+7.50%
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.32%	14.69K	285.44K	-2.19K	-12.97%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.37%	17.07K	334.22K	17.07K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.52%	23.89K	464.18K	-5.71K	-19.28%
Dec 31, 2023	EVOLUTION WEALTH ADVISORS, LLC	0.54%	24.99K	485.46K	24.99K	+100.00%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.58%	26.85K	521.67K	2.42K	+9.91%
Dec 31, 2023	GAINPLAN LLC	0.61%	28.05K	544.97K	-22.79K	-44.83%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.62%	28.62K	565.25K	-51.31K	-64.19%
Dec 31, 2023	ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	0.65%	30.2K	586.79K	-2.1K	-6.50%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.71%	32.7K	635.42K	584	+1.82%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.71%	32.8K	637K	32.8K	+100.00%
Dec 31, 2023	UPPER LEFT WEALTH MANAGEMENT, LLC	0.95%	43.7K	849.03K	43.7K	+100.00%
Dec 31, 2023	NORTHCAPE WEALTH MANAGEMENT, LLC	1%	45.97K	893.23K	-3.98K	-7.97%
Dec 31, 2023	VISE TECHNOLOGIES, INC.	1.1%	50.72K	985.57K	-5.7K	-10.10%
Dec 31, 2023	JANE STREET GROUP, LLC	1.58%	72.73K	1.41M	-259.9K	-78.13%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.92%	88.77K	1.72M	88.77K	+100.00%
Dec 31, 2023	INSCRIPTION CAPITAL, LLC	2.08%	96.13K	1.87M	13.2K	+15.91%
Dec 31, 2023	LAKE STREET FINANCIAL LLC	2.84%	130.91K	2.54M	-64.53K	-33.02%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	3.05%	140.85K	2.74M	-45.51K	-24.42%
Dec 31, 2023	APPLETON PARTNERS INC/MA	3.18%	147K	2.86M	5.49K	+3.88%
Dec 31, 2023	AXIOM FINANCIAL STRATEGIES, LLC	5.7%	262.93K	5.11M	659	+0.25%
Dec 31, 2023	RESONANT CAPITAL ADVISORS, LLC	9.47%	437.24K	8.5M	252.15K	+136.22%
Dec 31, 2023	BETTERMENT LLC	10.43%	481.3K	9.35M	24K	+5.25%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	14	-2.4K	-99.96%
Dec 31, 2023	MORGAN STANLEY	0%	1	30	-159	-99.38%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	0%	30	583	0	0
Dec 31, 2023	FSA WEALTH MANAGEMENT LLC	0%	62	1K	62	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	114	2.22K	-19	-14.29%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	150	2.92K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0%	215	4.18K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	415	8.07K	-20.83K	-98.05%
Dec 31, 2023	PACIFIC CENTER FOR FINANCIAL SERVICES	0.06%	2.72K	52.81K	0	0
Dec 31, 2023	CREATIVE PLANNING	0.35%	16.31K	316.93K	884	+5.73%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.09%	4.08K	79.25K	-244	-5.65%
Dec 31, 2023	IFP ADVISORS, INC	0.1%	4.47K	86.94K	1.28K	+39.94%
Dec 31, 2023	ROYAL BANK OF CANADA	0.11%	4.9K	95K	-1.34K	-21.44%
Dec 31, 2023	US BANCORP \DE\	0.11%	5.25K	101.93K	3.16K	+151.12%
Dec 31, 2023	TRIVANT CUSTOM PORTFOLIO GROUP, LLC	0.13%	5.95K	115.61K	-50	-0.83%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	6.61K	126.9K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.25%	11.61K	225.59K	-1.79K	-13.35%
Dec 31, 2023		0.01%	434	8.43K	434	+100.00%

Frequently Asked Questions