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

Who are the major shareholders selling iShares GSCI Commodity Dynamic Roll Strategy ETF stock?

ASSETMARK, INC, in the last quarter, reduced its stake in COMT by -89.74% restricting it's holding to 262.64 thousand shares of worth nearly $7.98M. MORGAN STANLEY also lessened -4.65% of the COMT shares from its portfolio, reducing its holding to 384.98 thousand shares of worth $11.69M. also shunned COMT shares holding by -1.38% last quarter which brought its holding to 39.78 thousand shares worth $1.21M.

Investors who are buying COMT stock?

As per its latest 13F filing, FULCRUM ASSET MANAGEMENT LLP increased its stake in COMT by 100% in the last quarter. The institutional holder raised its holding to 76.62 thousand shares having worth more than $2.32M. BAIRD FINANCIAL GROUP, INC. also added 16.82% more shares of COMT to its portfolio, raising its holding to 78.37 thousand shares of worth $2.38M. NOTE ADVISORS, LLC also increased its COMT shares holding by 8.49% which brought its holding to 80.29 thousand shares worth $2.44M.

COMT's major insiders: who are they?

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

Did an insider recently sell COMT stock?

Company executives, directors, and other insiders own N/A percent of iShares GSCI Commodity Dynamic Roll Strategy ETF's stock. Within the last six months, there have been 0 transaction(s) in which COMT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased COMT stock?

There have been 0 transaction(s) during the past 6-months in which iShares GSCI Commodity Dynamic Roll Strategy ETF insiders have bought stock, totalling 0 shares

How much of COMT does insiders own?

Around 0 iShares GSCI Commodity Dynamic Roll Strategy ETF shares are held by insiders, which represents about N/A of COMT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in COMT?

ASSETMARK, INC is the largest institutional owner in COMT which holds 262.64 thousand shares worth $7.98M or 1.21% of the total COMT shares outstanding followed by MORGAN STANLEY with ownership of 384.98 thousand shares representing 1.78% of the COMT ownership. FULCRUM ASSET MANAGEMENT LLP is the third largest stakeholder with 76.62 thousand shares or 0.35% of the ownership worth more than $2.32M.

Is iShares GSCI Commodity Dynamic Roll Strategy 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 COMT is concerned, it is a stock which is optionable.

Is there a short position on COMT's shares?

Number of COMT 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 COMT shares are there?

As of today, null shares of COMT are outstanding.

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

COMT 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 COMT is null.

iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) 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. ASSETMARK, INC is the top corporate investor, holding 262.64K shares valued at $7.98M. A 1.21% stake in iShares GSCI Commodity Dynamic Roll Strategy ETF is owned by the company. MORGAN STANLEY owns 384.98K shares valued at $11.69M, which translates its holding of 1.78% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ASSETMARK, INC	1.21%	262.64K	7.98M	-2.3M	-89.74%
Jun 30, 2026	MORGAN STANLEY	1.78%	384.98K	11.69M	-18.77K	-4.65%
Jun 30, 2026	FULCRUM ASSET MANAGEMENT LLP	0.35%	76.62K	2.32M	76.62K	+100.00%
Jun 30, 2026		0.18%	39.78K	1.21M	-555	-1.38%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.36%	78.37K	2.38M	11.29K	+16.82%
Jun 30, 2026	NOTE ADVISORS, LLC	0.37%	80.29K	2.44M	6.28K	+8.49%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.37%	81.03K	2.46M	-114.9K	-58.65%
Jun 30, 2026	TREK FINANCIAL, LLC	0.39%	84.16K	2.56M	5.49K	+6.98%
Jun 30, 2026	CRUSONIA WEALTH ADVISORS LLC	0.18%	39.78K	1.21M	-555	-1.38%
Jun 30, 2026	LPL FINANCIAL LLC	0.39%	84.27K	2.56M	-19.86K	-19.07%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.39%	85.05K	2.58M	478	+0.57%
Jun 30, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.43%	92.2K	2.8M	735	+0.80%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.09%	20.39K	619.27K	1.31K	+6.84%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	21.13K	642K	8.66K	+69.45%
Jun 30, 2026	PROSPERITY PLANNING, INC.	0.11%	23.93K	726.6K	-1.04K	-4.17%
Jun 30, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	5.65%	1.23M	37.21M	-162.66K	-11.72%
Jun 30, 2026	CERITY PARTNERS LLC	0.12%	25.14K	763.6K	-2.94K	-10.46%
Jun 30, 2026	COLUMBUS MACRO, LLC	0.15%	32.76K	995.02K	0	0
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.15%	32.47K	986.1K	-36.44K	-52.88%
Jun 30, 2026	PHILADELPHIA INVESTMENT PARTNERS, LLC	0.32%	69.47K	2.11M	-4.46K	-6.04%
Jun 30, 2026	ESSENTIAL PARTNERS LLC	0.25%	53.46K	1.62M	4.89K	+10.08%
Jun 30, 2026	VONTOBEL HOLDING LTD.	0.52%	113.1K	3.43M	-92.3K	-44.94%
Jun 30, 2026	CHICAGO WEALTH MANAGEMENT, INC.	0.71%	153.21K	4.65M	5.89K	+4.00%
Jun 30, 2026	HANCOCK WHITNEY CORP	0.49%	106.05K	3.22M	-7.35K	-6.48%
Jun 30, 2026	HSBC HOLDINGS PLC	0.39%	84.12K	2.55M	20.65K	+32.53%
Jun 30, 2026	ALHAMBRA INVESTMENT PARTNERS LLC	0.22%	47.29K	1.44M	-4.11K	-8.00%
Jun 30, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.79%	170.96K	5.19M	-26.72K	-13.51%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.93%	201.42K	6.12M	-50.17K	-19.94%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.04%	224.48K	6.81M	-419.9K	-65.16%
Jun 30, 2026	COLONY GROUP, LLC	1.04%	225.04K	6.83M	-25.08K	-10.03%
Jun 30, 2026	PROFICIO CAPITAL PARTNERS LLC	2.31%	501.25K	15.22M	377.55K	+305.23%
Jun 30, 2026	TREASURER OF THE STATE OF NORTH CAROLINA	13.59%	2.95M	89.49M	2.95M	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	16.77%	3.63M	110.39M	367.66K	+11.25%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.21%	46.17K	1.4M	46.17K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	62.68K	1.9M	36.78K	+142.03%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.32%	69.62K	2.11M	151	+0.22%
Jun 30, 2026	SUMITOMO MITSUI TRUST GROUP, INC.	0.16%	34.6K	1.05M	34.6K	+100.00%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.16%	34.95K	1.06M	-58.74K	-62.70%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.16%	35.41K	1.08M	8.76K	+32.86%
Jun 30, 2026	ROYAL BANK OF CANADA	0.2%	42.68K	1.3M	-121.6K	-74.02%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.22%	48.73K	1.48M	-975	-1.96%
Jun 30, 2026	JANE STREET GROUP, LLC	0.23%	49.92K	1.52M	49.92K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.25%	54.83K	1.66M	1.74K	+3.27%
Jun 30, 2026	JOHNSON FINANCIAL GROUP, LLC	0.27%	59.6K	1.81M	59.6K	+100.00%
Jun 30, 2026	GENTRUST, LLC	0.28%	59.74K	1.81M	0	0
Jun 30, 2026	ARKANSAS FINANCIAL GROUP, INC.	0.28%	60.95K	1.85M	-378	-0.62%
Jun 30, 2026	CARRERA CAPITAL ADVISORS	0.28%	61.79K	1.88M	-20.35K	-24.77%
Jun 30, 2026	ALETHEIAN WEALTH ADVISORS LLC	0.29%	62.37K	1.89M	684	+1.11%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.43%	92.9K	2.82M	-1.21K	-1.29%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.48%	103.37K	3.14M	-95.15K	-47.93%
Jun 30, 2026	NWAM LLC	0.85%	184.57K	5.61M	-15.61K	-7.80%
Jun 30, 2026	WEALTH ALLIANCE	0.48%	104.16K	3.16M	-1.82K	-1.72%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.09%	19.37K	588.16K	-222	-1.13%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.07%	15.75K	478.21K	2.14K	+15.72%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.07%	15.32K	465.23K	-631	-3.96%
Jun 30, 2026	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.07%	15.14K	459.66K	-1.39K	-8.43%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.07%	14.6K	443.29K	-845	-5.47%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.07%	14.28K	433.65K	-26.2K	-64.72%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.06%	13.96K	423.88K	7.4K	+112.86%
Jun 30, 2026	CREATIVE PLANNING	0.06%	13.42K	407.43K	-584	-4.17%
Jun 30, 2026	PICTET ASSET MANAGEMENT HOLDING SA	0.06%	13.03K	395.81K	-2.47K	-15.92%
Jun 30, 2026	FCA CORP /TX	0.06%	12.53K	380.6K	548	+4.57%
Jun 30, 2026	VCI WEALTH MANAGEMENT LLC	1.03%	222.78K	6.77M	-3.65K	-1.61%
Jun 30, 2026	UBS GROUP AG	1.03%	224.21K	6.81M	-70.64K	-23.96%
Mar 31, 2026	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.08%	16.53K	558.85K	2.9K	+21.24%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.17%	37.42K	1.27M	37.42K	+100.00%
Mar 31, 2026	NOTE ADVISORS, LLC	0.34%	74.01K	2.5M	-3.23K	-4.18%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.8%	172.36K	5.83M	25.9K	+17.69%
Mar 31, 2026	COLONY GROUP, LLC	1.15%	250.12K	8.46M	-74.08K	-22.85%
Mar 31, 2026	PROSPERITY PLANNING, INC.	0.12%	24.97K	844.1K	453	+1.85%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.12%	25.9K	875.65K	9.8K	+60.91%
Mar 31, 2026	MORGAN STANLEY	1.86%	403.75K	13.65M	184.8K	+84.40%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.97%	644.39K	21.79M	501.07K	+349.62%
Mar 31, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	6.4%	1.39M	46.93M	1.39M	+234,752.12%
Mar 31, 2026	ASSETMARK, INC	11.8%	2.56M	86.51M	2.33M	+1,022.18%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.12%	26.65K	901.08K	2.88K	+12.10%
Mar 31, 2026	GENTRUST, LLC	0.28%	59.74K	2.02M	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.9%	195.93K	6.62M	125.8K	+179.39%
Mar 31, 2026		0.19%	40.33K	1.36M	-812	-1.97%
Mar 31, 2026	MARINER, LLC	0.07%	14.12K	477.22K	170	+1.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	15.33K	518.22K	-483	-3.06%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.07%	15.44K	522.07K	-7.25K	-31.96%
Mar 31, 2026	PICTET ASSET MANAGEMENT HOLDING SA	0.07%	15.5K	524.06K	15.5K	+100.00%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.07%	15.92K	538.14K	15.92K	+100.00%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	16.26K	549.58K	-625	-3.70%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	17K	574.77K	-3.5K	-17.07%
Mar 31, 2026	PETTINGA FINANCIAL ADVISORS, LLC	0.08%	18.01K	609.06K	-45.49K	-71.63%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.09%	19.09K	645.3K	4.17K	+27.97%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.09%	19.59K	662.28K	19.59K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.1%	21.04K	711.36K	21.04K	+100.00%
Mar 31, 2026	HANLON INVESTMENT MANAGEMENT, INC.	0.1%	22.38K	756.77K	22.38K	+100.00%
Mar 31, 2026	ARKANSAS FINANCIAL GROUP, INC.	0.28%	61.32K	2.01M	-10.3K	-14.38%
Mar 31, 2026	ALETHEIAN WEALTH ADVISORS LLC	0.28%	61.69K	2.09M	61.69K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.39%	84.57K	2.86M	14.12K	+20.04%
Mar 31, 2026	CERITY PARTNERS LLC	0.13%	28.08K	949.42K	-28.9K	-50.72%
Mar 31, 2026	PINES WEALTH MANAGEMENT, LLC	0.13%	29.12K	984.38K	44	+0.15%
Mar 31, 2026	COLUMBUS MACRO, LLC	0.15%	32.76K	1.11M	0	0
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.16%	34.91K	1.18M	34.91K	+100.00%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.16%	35.33K	1.19M	35.33K	+100.00%
Mar 31, 2026	VISIONPOINT ADVISORY GROUP, LLC	0.24%	51.33K	1.74M	51.33K	+100.00%
Mar 31, 2026	ALHAMBRA INVESTMENT PARTNERS LLC	0.24%	51.4K	1.74M	-5.33K	-9.40%
Mar 31, 2026	JPMORGAN CHASE & CO	0.24%	53.09K	1.82M	23.34K	+78.42%
Mar 31, 2026	HSBC HOLDINGS PLC	0.29%	63.47K	2.15M	12.16K	+23.69%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.31%	67.09K	2.27M	7.06K	+11.76%
Mar 31, 2026	CARRERA CAPITAL ADVISORS	0.38%	82.14K	2.78M	6.15K	+8.10%
Mar 31, 2026	EVOLUTION WEALTH ADVISORS, LLC	0.42%	91.47K	3.09M	-32.21K	-26.04%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.43%	93.69K	3.17M	93.69K	+100.00%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.43%	94.11K	3.18M	-3.26K	-3.34%
Mar 31, 2026	LPL FINANCIAL LLC	0.48%	104.14K	3.52M	37.9K	+57.22%
Mar 31, 2026	HANCOCK WHITNEY CORP	0.52%	113.4K	4.1M	1.67K	+1.49%
Mar 31, 2026	PROFICIO CAPITAL PARTNERS LLC	0.57%	123.7K	4.2M	123.7K	+100.00%
Mar 31, 2026	CHICAGO WEALTH MANAGEMENT, INC.	0.68%	147.32K	4.98M	147.32K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.76%	164.28K	5.56M	127.03K	+340.97%
Mar 31, 2026	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.91%	197.67K	6.68M	-3.68K	-1.83%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.92%	198.52K	6.71M	-19.83K	-9.08%
Mar 31, 2026	NWAM LLC	0.92%	200.18K	6.77M	3.52K	+1.79%
Mar 31, 2026	VONTOBEL HOLDING LTD.	0.95%	205.4K	6.94M	-396.5K	-65.87%
Mar 31, 2026	VCI WEALTH MANAGEMENT LLC	1.04%	226.43K	7.66M	-7.73K	-3.30%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.16%	251.59K	8.51M	251.59K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.36%	294.85K	9.97M	158.51K	+116.25%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.19%	40.48K	1.37M	-9.86K	-19.58%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	49.71K	1.68M	-7.6K	-13.26%
Mar 31, 2026	NAVIS WEALTH ADVISORS, LLC	0.34%	74.62K	2.52M	74.62K	+100.00%
Mar 31, 2026	TREK FINANCIAL, LLC	0.36%	78.67K	2.66M	-10.52K	-11.79%
Mar 31, 2026	WEALTH ALLIANCE	0.49%	105.99K	3.58M	603	+0.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.07%	3.27M	110.46M	1.05M	+47.42%
Mar 31, 2026	BEAUMONT CAPITAL MANAGEMENT, LLC	0.16%	35.7K	1.21M	35.7K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.32%	69.47K	2.35M	34.28K	+97.43%
Dec 31, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.25%	63.51K	1.58M	1.06K	+1.69%
Dec 31, 2025	GENTRUST, LLC	0.26%	59.74K	1.49M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.26%	66.24K	1.65M	-4.82K	-6.78%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	70.45K	1.75M	-46.49K	-39.75%
Dec 31, 2025	TREK FINANCIAL, LLC	0.38%	89.18K	2.22M	11.44K	+14.71%
Dec 31, 2025	WEALTH ALLIANCE	0.42%	105.38K	2.62M	760	+0.73%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.42%	97.37K	2.42M	7.81K	+8.72%
Dec 31, 2025	UBS GROUP AG	0.53%	136.35K	3.39M	-55.43K	-28.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	11.72K	291.78K	591	+5.31%
Dec 31, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.31%	71.62K	1.78M	-50	-0.07%
Dec 31, 2025	CARRERA CAPITAL ADVISORS	0.33%	75.99K	1.89M	7.87K	+11.56%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.64%	148.72K	3.7M	20.43K	+15.92%
Dec 31, 2025	NWAM LLC	0.85%	196.66K	4.97M	-2.2K	-1.11%
Dec 31, 2025	MORGAN STANLEY	0.85%	218.95K	5.45M	-18.92K	-7.95%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.94%	218.35K	5.44M	-131.58K	-37.60%
Dec 31, 2025	ASSETMARK, INC	0.98%	228.01K	5.68M	208.34K	+1,059.15%
Dec 31, 2025	VCI WEALTH MANAGEMENT LLC	1.01%	234.16K	5.83M	25.78K	+12.37%
Dec 31, 2025	COLONY GROUP, LLC	1.26%	324.2K	8.07M	40.7K	+14.36%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	57.3K	1.43M	-22.67K	-28.35%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	50.34K	1.25M	2.52K	+5.26%
Dec 31, 2025		0.16%	41.15K	1.02M	41.15K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.14%	37.25K	927K	-5.92K	-13.72%
Dec 31, 2025	COLUMBUS MACRO, LLC	0.14%	32.76K	815.62K	2.39K	+7.87%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	15.81K	393.58K	-383	-2.37%
Dec 31, 2025	NANO CAP NEW MILLENNIUM GROWTH FUND L P	0.06%	15K	373.42M	15K	+100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	14.91K	371.27K	-4.41K	-22.82%
Dec 31, 2025	MARINER, LLC	0.06%	13.95K	347.15K	-2.01K	-12.59%
Dec 31, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.05%	13.63K	339.39K	1.04K	+8.25%
Dec 31, 2025	PINES WEALTH MANAGEMENT, LLC	0.13%	29.07K	723.71K	-4.85K	-14.29%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.08%	21.21K	527.82K	-241	-1.12%
Dec 31, 2025	PROSPERITY PLANNING, INC.	0.11%	24.51K	610.24K	1.85K	+8.17%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	35.19K	875.97K	817	+2.38%
Dec 31, 2025	NOTE ADVISORS, LLC	0.3%	77.23K	2.03M	4.62K	+6.36%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.43%	111.73K	2.78M	2.68K	+2.45%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	16.88K	420.22K	-614	-3.51%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	19.98K	497K	534	+2.75%
Dec 31, 2025	JPMORGAN CHASE & CO	0.12%	29.76K	740.76K	3.33K	+12.61%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	16.09K	400.66K	176	+1.11%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	143.32K	3.57M	6.95K	+5.09%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.63%	146.46K	3.65M	4.18K	+2.94%
Dec 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.78%	201.35K	5.01M	15.68K	+8.44%
Dec 31, 2025	SKYVIEW INVESTMENT ADVISORS, LLC	1.83%	470.85K	11.72M	470.85K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.62%	2.22M	55.17M	-46K	-2.03%
Dec 31, 2025	CWM, LLC	0.05%	13.64K	339K	-1.93K	-12.40%
Dec 31, 2025	MARION WEALTH MANAGEMENT	0.05%	12.39K	330.76K	-1.77K	-12.47%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.72%	441.62K	10.99M	441.62K	+100.00%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	0.04%	8.68K	216.1K	8.68K	+100.00%
Dec 31, 2025	SECURITY FINANCIAL SERVICES, INC.	0.04%	9.26K	230.4K	942	+11.33%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	10.27K	256K	-2.52K	-19.67%
Dec 31, 2025	NORTHWEST WEALTH MANAGEMENT, LLC	0.04%	9.69K	241.13K	386	+4.15%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	70.13K	1.75M	-18.22K	-20.62%
Dec 31, 2025	HSBC HOLDINGS PLC	0.22%	51.31K	1.28M	26.64K	+107.97%
Dec 31, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.04%	9.8K	243.94K	-1.2K	-10.89%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.05%	10.67K	265.52K	409	+3.99%
Dec 31, 2025	FCA CORP /TX	0.05%	11.82K	294.3K	-110	-0.92%
Dec 31, 2025	CERITY PARTNERS LLC	0.23%	56.98K	1.42M	2.03K	+3.70%
Dec 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.53%	123.68K	3.08M	-17.92K	-12.65%
Dec 31, 2025	VONTOBEL HOLDING LTD.	2.38%	601.9K	14.98M	391.5K	+186.07%
Dec 31, 2025	TRUE PRIVATE WEALTH ADVISORS	2.72%	688.09K	17.13M	15.3K	+2.27%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.09%	23.78K	591.87K	-2.91K	-10.92%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.1%	22.69K	564.94K	-14	-0.06%
Dec 31, 2025	CITADEL ADVISORS LLC	0.08%	21.4K	532.74K	21.4K	+100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.09%	20.5K	510.34K	8.3K	+68.03%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	60.03K	1.49M	-1.2K	-1.95%
Dec 31, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.24%	56.73K	1.41M	-23.34K	-29.15%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	116.93K	3.14M	1.41K	+1.22%
Sep 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.26%	62.45K	1.68M	2.06K	+3.42%
Sep 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.25%	61.28K	1.65M	1.76K	+2.95%
Sep 30, 2025	GENTRUST, LLC	0.25%	59.74K	1.6M	16.98K	+39.71%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.24%	57.7K	1.55M	57.7K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.18%	43.18K	1.16M	397	+0.93%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.16%	38.61K	1.04M	38.61K	+100.00%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	22.71K	609.68K	-74	-0.32%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	17.49K	469.71K	181	+1.05%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	16.02K	430.22K	0	0
Sep 30, 2025	CWM, LLC	0.06%	15.57K	418K	-1.6K	-9.34%
Sep 30, 2025	MARION WEALTH MANAGEMENT	0.06%	14.15K	380.01K	-1.89K	-11.80%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.05%	12.78K	343K	-638	-4.75%
Sep 30, 2025	SPECTRUM PLANNING & ADVISORY SERVICES INC.	0.05%	12.59K	338.15K	-1.49K	-10.60%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.05%	12.31K	330.5K	2.52K	+25.74%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	12.2K	327.57K	-49.9K	-80.35%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	11.13K	299K	-3.33K	-23.03%
Sep 30, 2025	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.05%	11K	295.25K	-2.68K	-19.58%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.04%	10.26K	275.43K	75	+0.74%
Sep 30, 2025	O'BRIEN GREENE & CO. INC	0.04%	9.81K	263.4K	0	0
Sep 30, 2025	MADISON WEALTH PARTNERS, INC	0.04%	9.57K	256.96K	0	0
Sep 30, 2025	NORTHWEST WEALTH MANAGEMENT, LLC	0.04%	9.3K	249.71K	-271	-2.83%
Sep 30, 2025	DORSEY & WHITNEY TRUST CO LLC	0.04%	8.73K	234.37K	0	0
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.53%	128.29K	3.44M	31K	+31.86%
Sep 30, 2025	TREK FINANCIAL, LLC	0.32%	77.74K	2.09M	18.26K	+30.69%
Sep 30, 2025	CARRERA CAPITAL ADVISORS	0.28%	68.12K	1.83M	1.29K	+1.93%
Sep 30, 2025	COLUMBUS MACRO, LLC	0.13%	30.37K	815.54K	-18.2K	-37.47%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.11%	26.69K	716.57K	4.51K	+20.32%
Sep 30, 2025	JPMORGAN CHASE & CO	0.11%	26.42K	709.44K	19.03K	+257.34%
Sep 30, 2025	HSBC HOLDINGS PLC	0.1%	24.67K	662.47K	-1.5K	-5.71%
Sep 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.3%	71.67K	1.92M	413	+0.58%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.24%	58.06K	1.56M	-176.83K	-75.28%
Sep 30, 2025	CERITY PARTNERS LLC	0.23%	54.95K	1.48M	3.79K	+7.41%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	47.82K	1.28M	-10.22K	-17.60%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	3.25%	780.97K	20.97M	-87	-0.01%
Sep 30, 2025	TRUE PRIVATE WEALTH ADVISORS	2.8%	672.79K	18.06M	25.15K	+3.88%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.46%	349.93K	9.4M	-50.26K	-12.56%
Sep 30, 2025	COLONY GROUP, LLC	1.18%	283.5K	7.61M	9.69K	+3.54%
Sep 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.59%	141.59K	3.8M	-13.46K	-8.68%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	136.37K	3.66M	8.74K	+6.85%
Sep 30, 2025	NWAM LLC	0.83%	198.87K	5.32M	284	+0.14%
Sep 30, 2025	LPL FINANCIAL LLC	0.3%	71.06K	1.91M	3.4K	+5.02%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.25%	61.22K	1.64M	7.96K	+14.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.41%	2.26M	60.74M	-548.18K	-19.51%
Sep 30, 2025	PROSPERITY PLANNING, INC.	0.09%	22.66K	608.47K	577	+2.61%
Sep 30, 2025	EWG ELEVATE INC.	0.09%	21.7K	582.51K	877	+4.21%
Sep 30, 2025	CITADEL ADVISORS LLC	0.09%	21.6K	579.96K	-34.5K	-61.50%
Sep 30, 2025	BLACKROCK, INC.	0.16%	38.42K	1.03M	1.61K	+4.38%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	34.37K	922.85K	11.48K	+50.13%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	33.98K	912.38K	-237.08K	-87.46%
Sep 30, 2025	PINES WEALTH MANAGEMENT, LLC	0.14%	33.92K	910.67K	-348	-1.02%
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	31.83K	854.72K	31.83K	+100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	4.62%	1.11M	29.85M	1.1M	+14,612.12%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.09%	21.45K	575.64K	335	+1.59%
Sep 30, 2025	ASSETMARK, INC	0.08%	19.67K	528.14K	726	+3.83%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	19.45K	522K	213	+1.11%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.08%	19.32K	518.83K	6.39K	+49.37%
Sep 30, 2025	MORGAN STANLEY	0.99%	237.87K	6.39M	-2.35K	-0.98%
Sep 30, 2025	VONTOBEL HOLDING LTD.	0.88%	210.4K	5.65M	8.4K	+4.16%
Sep 30, 2025	VCI WEALTH MANAGEMENT LLC	0.87%	208.38K	5.59M	13.25K	+6.79%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.84%	201.46K	30.52K	193.29K	+2,367.01%
Sep 30, 2025	UBS GROUP AG	0.8%	191.77K	5.15M	40.67K	+26.92%
Sep 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.77%	185.67K	4.99M	17.67K	+10.51%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.59%	142.28K	3.82M	8.43K	+6.30%
Sep 30, 2025	HANCOCK WHITNEY CORP	0.45%	109.06K	2.93M	62.05K	+131.97%
Sep 30, 2025	WEALTH ALLIANCE	0.44%	104.62K	2.81M	5.56K	+5.62%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.37%	89.56K	2.4M	3.9K	+4.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	88.35K	2.37M	-3.87K	-4.20%
Sep 30, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.33%	80.07K	2.15M	106	+0.13%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.33%	79.98K	2.15M	-18.97K	-19.17%
Sep 30, 2025	NOTE ADVISORS, LLC	0.3%	72.62K	1.95M	5.73K	+8.57%
Jun 30, 2025	PROSPERITY PLANNING, INC.	0.09%	22.09K	570.89K	123	+0.56%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.09%	22.18K	573.35K	4.98K	+28.93%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	22.78K	588.89K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	22.89K	591.82K	-389	-1.67%
Jun 30, 2025	HSBC HOLDINGS PLC	0.11%	26.17K	676.44K	7.59K	+40.86%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	28.96K	748.47K	-18.01K	-38.35%
Jun 30, 2025		0.14%	34.27K	898.09K	-49	-0.14%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	37.2K	962.24K	-6.56K	-15.00%
Jun 30, 2025	BLACKROCK, INC.	0.15%	36.81K	951.51K	5.61K	+17.96%
Jun 30, 2025	WEALTH ALLIANCE	0.41%	99.06K	2.56M	99.06K	+100.00%
Jun 30, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.25%	59.52K	1.54M	13.91K	+30.51%
Jun 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.25%	60.39K	1.56M	4.63K	+8.31%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.48%	115.52K	2.99M	-141.49K	-55.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.53%	127.63K	3.3M	23.37K	+22.41%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.08%	20.12K	520.1K	-6.92K	-25.59%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	19.24K	497K	-3.83K	-16.61%
Jun 30, 2025	ROYAL BANK OF CANADA	0.18%	42.78K	1.11M	24.67K	+136.20%
Jun 30, 2025	NWAM LLC	0.65%	158.07K	4.09M	-363	-0.23%
Jun 30, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.64%	155.05K	4.01M	-10.28K	-6.22%
Jun 30, 2025	GENTRUST, LLC	0.18%	42.76K	1.11M	42.76K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	53.27K	1.38M	3.42K	+6.87%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.24%	58.03K	1.5M	-15.88K	-21.48%
Jun 30, 2025	TREK FINANCIAL, LLC	0.25%	59.49K	1.54M	10.84K	+22.27%
Jun 30, 2025	PINES WEALTH MANAGEMENT, LLC	0.14%	34.27K	898.09K	-49	-0.14%
Jun 30, 2025	NOTE ADVISORS, LLC	0.28%	66.89K	1.73M	8.67K	+14.89%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.26%	62.1K	1.61M	47.1K	+314.00%
Jun 30, 2025	CARRERA CAPITAL ADVISORS	0.28%	66.83K	1.73M	-4.77K	-6.66%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.55%	133.85K	3.39M	831	+0.62%
Jun 30, 2025	UBS GROUP AG	0.62%	151.1K	3.91M	-7.5K	-4.73%
Jun 30, 2025	HANCOCK WHITNEY CORP	0.19%	47.01K	1.22M	-87.73K	-65.11%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.2%	48.57K	1.26M	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.21%	51.16K	1.32M	12.05K	+30.82%
Jun 30, 2025	CITADEL ADVISORS LLC	0.23%	56.1K	1.45B	46.9K	+509.78%
Jun 30, 2025	PEAK FINANCIAL MANAGEMENT, INC.	0.27%	65.1K	1.68M	-178.95K	-73.32%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.38%	92.22K	2.38M	132	+0.14%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.4%	97.29K	2.52M	-36K	-27.01%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	98.95K	2.56M	-185.33K	-65.19%
Jun 30, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.69%	168.01K	4.34M	84.34K	+100.79%
Jun 30, 2025	VCI WEALTH MANAGEMENT LLC	0.8%	195.13K	5.04M	15.04K	+8.35%
Jun 30, 2025	VONTOBEL HOLDING LTD.	0.83%	202K	5.22M	-121.3K	-37.52%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.97%	234.89K	6.07M	156.84K	+200.94%
Jun 30, 2025	MORGAN STANLEY	0.99%	240.21K	6.21B	5.2K	+2.21%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.65%	400.19K	10.35M	-47.92K	-10.69%
Jun 30, 2025	TRUE PRIVATE WEALTH ADVISORS	2.67%	647.64K	16.74M	647.64K	+100.00%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	3.22%	781.06K	20.19B	-97	-0.01%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	11.58%	2.81M	72.65M	-200.63K	-6.66%
Jun 30, 2025	LPL FINANCIAL LLC	0.28%	67.66K	1.75M	-6.67K	-8.98%
Jun 30, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.33%	79.97K	2.07M	1.98K	+2.54%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.35%	85.66K	2.21M	-2.12K	-2.41%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	1.12%	271.06K	7.01M	4.57K	+1.71%
Jun 30, 2025	COLONY GROUP, LLC	1.13%	273.81K	7.08M	-573	-0.21%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.09%	21.11K	545.53K	21.11K	+100.00%
Jun 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.29%	71.32K	1.88M	1.15K	+1.63%
Jun 30, 2025	EWG ELEVATE INC.	0.09%	20.82K	538.15K	-438	-2.06%
Mar 31, 2025		0.14%	34.31K	807.75K	-10.73K	-23.82%
Mar 31, 2025	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.34%	83.67K	2.21M	-649	-0.77%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.35%	87.78K	2.32M	-1.5K	-1.68%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.8%	448.11K	11.86M	-58.81K	-11.60%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.42%	104.26K	2.76M	-160.98K	-60.69%
Mar 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.33%	81.79K	2.17M	-40.64K	-33.19%
Mar 31, 2025	ALETHEIAN WEALTH ADVISORS LLC	0.18%	45.6K	1.21M	6.54K	+16.75%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	23.28K	616.31K	-3.54K	-13.21%
Mar 31, 2025	MARION WEALTH MANAGEMENT	0.1%	24.21K	640.95K	-14.06K	-36.73%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	28.01K	741.29K	-328	-1.16%
Mar 31, 2025	QUADRATURE CAPITAL LTD	0.31%	78.05K	2.07M	78.05K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.55%	137.8K	3.65M	4.3K	+3.22%
Mar 31, 2025	UBS GROUP AG	0.64%	158.6K	4.2M	-9.37K	-5.58%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.54%	133.29K	3.53M	-18.93K	-12.44%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	12.12%	3.01M	79.7M	188.96K	+6.70%
Mar 31, 2025	SAND HILL GLOBAL ADVISORS, LLC	0.12%	29.93K	792.25K	-21.92K	-42.28%
Mar 31, 2025	MORGAN STANLEY	0.95%	235.02K	6.22M	6	0.00%
Mar 31, 2025	PEAK FINANCIAL MANAGEMENT, INC.	0.98%	244.05K	6.46M	-961	-0.39%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	1.07%	266.5K	7.05M	24.41K	+10.09%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.11%	26.9K	712.04K	1.9K	+7.60%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.11%	27.04K	715.74K	510	+1.92%
Mar 31, 2025	CABANA LLC	0.16%	39.85K	1.05M	-45.42K	-53.26%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	43.77K	1.16M	26.56K	+154.36%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.14%	284.27K	7.52M	-15.4K	-5.14%
Mar 31, 2025	CERITY PARTNERS LLC	0.16%	39.1K	1.04M	10.29K	+35.70%
Mar 31, 2025	BLACKROCK, INC.	0.13%	31.2K	825.97K	-84.07K	-72.93%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	46.97K	1.24M	-11.32K	-19.42%
Mar 31, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.22%	55.75K	1.48M	37.75K	+209.61%
Mar 31, 2025	ALHAMBRA INVESTMENT PARTNERS LLC	0.31%	77.98K	2.06M	13.2K	+20.38%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.37%	92.09K	2.44M	-10.27K	-10.03%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	93.98K	2.49M	78.36K	+501.54%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.54%	133.02K	3.52M	-831	-0.62%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.57%	140.46K	3.72M	140.46K	+100.00%
Mar 31, 2025	NWAM LLC	0.64%	158.43K	4.19M	-25.09K	-13.67%
Mar 31, 2025	EVOLUTION WEALTH ADVISORS, LLC	0.67%	165.33K	4.38M	-170.55K	-50.78%
Mar 31, 2025	VCI WEALTH MANAGEMENT LLC	0.73%	180.09K	4.77M	6.72K	+3.88%
Mar 31, 2025	COLONY GROUP, LLC	1.1%	274.39K	7.26M	3.42K	+1.26%
Mar 31, 2025	VONTOBEL HOLDING LTD.	1.3%	323.3K	8.56M	323.3K	+100.00%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	3.15%	781.16K	20.68M	902	+0.12%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	4.24%	1.05M	27.88M	1.05M	+100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	1.03%	257.01K	6.8M	45.61K	+21.58%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.2%	48.57K	1.29M	0	0
Mar 31, 2025	TREK FINANCIAL, LLC	0.2%	48.65K	1.29M	48.65K	+100.00%
Mar 31, 2025	HANCOCK WHITNEY CORP	0.54%	134.74K	3.57M	117.39K	+676.61%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.2%	49.84K	1.32M	-3.74K	-6.97%
Mar 31, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.28%	70.17K	1.69M	3.6K	+5.41%
Mar 31, 2025	CARRERA CAPITAL ADVISORS	0.29%	71.59K	1.9M	-281.57K	-79.73%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	73.91K	1.96M	-108.76K	-59.54%
Mar 31, 2025	LPL FINANCIAL LLC	0.3%	74.34K	1.97M	-62.11K	-45.52%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.08%	18.1K	488.7K	5.63K	+45.19%
Mar 31, 2024	MARINER, LLC	0.36%	95.7K	2.58M	7.44K	+8.43%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.41%	97.26K	2.63M	-17.97K	-15.59%
Mar 31, 2024	BROOKFIELD CORP /ON/	0.43%	114.86K	3.1M	5.51K	+5.04%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.49%	130.22K	3.52M	52.07K	+66.64%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.51%	120.2K	3.25M	-21.19K	-14.98%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.53%	141.75K	3.83M	10.77K	+8.22%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.55%	130.8K	3.53M	-92.68K	-41.47%
Mar 31, 2024	NWAM LLC	0.57%	151.23K	4.09M	48	+0.03%
Mar 31, 2024	UBS GROUP AG	0.59%	138.88K	3.75M	8.71K	+6.69%
Mar 31, 2024	LPL FINANCIAL LLC	0.59%	139.33K	3.76M	-22.78K	-14.05%
Mar 31, 2024	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.62%	165.66K	4.47M	-1.4K	-0.84%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.79%	209.21K	5.65M	-1.64K	-0.78%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.83%	194.93K	5.26M	14.16K	+7.83%
Mar 31, 2024	PEAK FINANCIAL MANAGEMENT, INC.	0.85%	225.85K	6.1M	13.9K	+6.56%
Mar 31, 2024	EVOLUTION WEALTH ADVISORS, LLC	0.85%	226.21K	6.11M	-39.93K	-15.00%
Mar 31, 2024	BLACKROCK INC.	0.88%	207.64K	5.61M	87.69K	+73.11%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	3.16%	744.32K	20.1M	1.07K	+0.14%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27.75%	6.55M	176.75M	-327.87K	-4.77%
Mar 31, 2024	MORGAN STANLEY	1.06%	250.36K	6.76M	-85.88K	-25.54%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.23%	526.9K	14.23M	35.88K	+7.31%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	9.14%	2.15M	58.17M	289.73K	+15.54%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.08%	22.38K	604.28K	-30.72K	-57.85%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.09%	23.95K	646.54K	-4.37K	-15.44%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.09%	24.61K	664.4K	-29.01K	-54.11%
Mar 31, 2024	SIGMA PLANNING CORP	0.1%	25.59K	690.82K	14.52K	+131.30%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.1%	26.11K	594.47K	26.11K	+100.00%
Mar 31, 2024	INTEROCEAN CAPITAL GROUP, LLC	0.1%	27.1K	731.67K	15.59K	+135.50%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.11%	30.19K	815.1K	21.58K	+250.57%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	28.31K	764K	-572	-1.98%
Mar 31, 2024	TRIUMPH CAPITAL MANAGEMENT	0.08%	21.68K	588.8K	401	+1.88%
Mar 31, 2024	TREK FINANCIAL, LLC	0.08%	22.08K	596.16K	22.08K	+100.00%
Mar 31, 2024	ANFIELD CAPITAL MANAGEMENT, LLC	0.13%	35.58K	960.63K	4.3K	+13.76%
Mar 31, 2024	CERITY PARTNERS LLC	0.14%	36.65K	989.43K	13.39K	+57.54%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.15%	34.53K	932K	-957	-2.70%
Mar 31, 2024	PETTINGA FINANCIAL ADVISORS, LLC	0.15%	39.64K	1.07M	3.27K	+8.99%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.16%	41.47K	1.12M	3.72K	+9.86%
Mar 31, 2024	JANE STREET GROUP, LLC	0.18%	43.05K	1.16M	-269.4K	-86.22%
Mar 31, 2024	COLUMBUS MACRO, LLC	0.18%	48.89K	1.32M	0	0
Mar 31, 2024	UNITED COMMUNITY BANK	0.18%	49.05K	1.32M	830	+1.72%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	50.74K	1.37M	50.74K	+100.00%
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.2%	54.23K	1.46M	13.42K	+32.88%
Mar 31, 2024	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.21%	55.13K	1.49M	-156.73K	-73.98%
Mar 31, 2024	HANCOCK WHITNEY CORP	0.24%	64.74K	1.75M	8.63K	+15.39%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.25%	65.32K	1.76M	39.28K	+150.84%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.25%	66.48K	1.8M	-3.41K	-4.87%
Mar 31, 2024	TWIN FOCUS CAPITAL PARTNERS, LLC	0.28%	73.38K	1.98M	280	+0.38%
Mar 31, 2024	AXIOM ADVISORY, LLC	0.28%	75.3K	2.03M	5.03K	+7.16%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	71.05K	1.92M	27.37K	+62.65%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.4%	105.33K	2.84M	48.34K	+84.81%
Mar 31, 2024	VCI WEALTH MANAGEMENT LLC	0.44%	117.92K	3.18M	-16.68K	-12.39%
Mar 31, 2024	PATTON ALBERTSON MILLER GROUP, LLC	0.06%	14.49K	391.29K	-28.66K	-66.41%
Mar 31, 2024	MADISON WEALTH PARTNERS, INC	0.06%	14.88K	401.63K	0	0
Mar 31, 2024	CLIENT 1ST ADVISORY GROUP, LLC	0.06%	15.23K	411.16K	-4.32K	-22.12%
Mar 31, 2024	OVERSEA-CHINESE BANKING CORP LTD	0.07%	15.4K	415.8K	4.4K	+40.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.07%	15.49K	418.1K	-4.77K	-23.55%
Mar 31, 2024	CITIGROUP INC	0.08%	17.69K	477.73K	-180	-1.01%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.08%	18.13K	489.51K	18.13K	+100.00%
Mar 31, 2024	PROSPERITY PLANNING, INC.	0.08%	18.46K	498.39K	1.44K	+8.44%
Mar 31, 2024	HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC	0.08%	18.46K	498.5K	-1.06K	-5.41%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.08%	19.69K	531.71M	-391	-1.95%
Mar 31, 2024	EWG ELEVATE INC.	0.09%	20.53K	554.31K	1.89K	+10.15%
Dec 31, 2023	ANFIELD CAPITAL MANAGEMENT, LLC	0.12%	31.28K	784.09K	-24.38K	-43.81%
Dec 31, 2023	WBI INVESTMENTS, INC.	0.12%	30.9K	774.67K	-8.48K	-21.54%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	28.89K	724K	-6.89K	-19.26%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.11%	28.32K	709.98K	-10.82K	-27.64%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.11%	27.81K	697.1K	2.11K	+8.22%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27.33%	6.87M	172.33M	-301.41K	-4.20%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	7.41%	1.86M	46.75M	-351.22K	-15.85%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	2.95%	743.25K	18.63M	35.54K	+5.02%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.95%	491.02K	12.31M	12.32K	+2.57%
Dec 31, 2023	MORGAN STANLEY	1.34%	336.24K	8.43M	79.88K	+31.16%
Dec 31, 2023	BLACKROCK INC.	0.48%	119.95K	3.01M	-139.51K	-53.77%
Dec 31, 2023	UBS GROUP AG	0.52%	130.17K	3.26M	-31.98K	-19.72%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.52%	130.98K	3.28M	61.76K	+89.22%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.55%	137.1K	3.49M	33.08K	+31.80%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.56%	141.39K	3.54M	-87.99K	-38.36%
Dec 31, 2023	MARION WEALTH MANAGEMENT	0.58%	147.15K	3.69M	147.15K	+100.00%
Dec 31, 2023	NWAM LLC	0.6%	151.18K	3.79M	-28.97K	-16.08%
Dec 31, 2023	JANE STREET GROUP, LLC	1.24%	312.45K	7.83M	-388.75K	-55.44%
Dec 31, 2023	EVOLUTION WEALTH ADVISORS, LLC	1.06%	266.14K	6.67M	-12.21K	-4.39%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.61%	154.25K	6.15M	146.75K	+1,955.90%
Dec 31, 2023	LPL FINANCIAL LLC	0.64%	162.11K	4.06M	-11.97K	-6.87%
Dec 31, 2023	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	0.66%	167.06K	4.19M	8.26K	+5.20%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.89%	223.48K	5.55M	-457.34K	-67.18%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.71%	179.42K	4.68M	13.75K	+8.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.72%	180.77K	4.53M	-70.03K	-27.92%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.84%	210.85K	5.29M	-102.87K	-32.79%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.84%	211.86K	5.31M	-620.25K	-74.54%
Dec 31, 2023	PEAK FINANCIAL MANAGEMENT, INC.	0.84%	211.95K	5.31M	-2.33K	-1.09%
Dec 31, 2023	MARINER, LLC	0.35%	88.26K	2.21M	-8.4K	-8.69%
Dec 31, 2023	TAP CONSULTING, LLC	0.41%	102.56K	2.57M	102.56K	+100.00%
Dec 31, 2023	BROOKFIELD CORP /ON/	0.43%	109.35K	2.74M	109.35K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.46%	115.22K	2.89M	-8.72K	-7.03%
Dec 31, 2023	TWIN FOCUS CAPITAL PARTNERS, LLC	0.29%	73.1K	1.83M	41.5K	+131.33%
Dec 31, 2023	AXIOM ADVISORY, LLC	0.28%	70.27K	1.76M	5.05K	+7.75%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.28%	69.97K	1.75M	-19.68K	-21.95%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.28%	69.89K	1.75M	1.08K	+1.57%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.27%	68.35K	1.71M	-1.06K	-1.53%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.23%	57K	1.43M	49.18K	+629.68%
Dec 31, 2023	HANCOCK WHITNEY CORP	0.22%	56.11K	1.41M	-36.52K	-39.43%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.31%	78.15K	1.96M	15.31K	+24.37%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.21%	53.62K	1.34M	-9.07K	-14.46%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.21%	53.1K	1.33M	38.78K	+270.90%
Dec 31, 2023	COLUMBUS MACRO, LLC	0.19%	48.89K	1.23M	-30.57K	-38.47%
Dec 31, 2023		0.19%	48.22K	1.21M	-5.83K	-10.78%
Dec 31, 2023	PATTON ALBERTSON MILLER GROUP, LLC	0.17%	43.15K	1.08M	-31.7K	-42.35%
Dec 31, 2023	ANCHOR CAPITAL ADVISORS LLC	0.16%	40.82K	1.02M	-3.83K	-8.57%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.15%	37.74K	946.19K	3.35K	+9.74%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.14%	36.37K	911.9K	9.24K	+34.07%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.14%	35.49K	890K	-1.25K	-3.40%

Frequently Asked Questions