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

Who are the major shareholders selling Calamos Nasdaq-100 Structured Alt Protection ETF – June stock?

CALAMOS ADVISORS LLC, in the last quarter, reduced its stake in CPNJ by -100% restricting it's holding to 0 shares of worth nearly -. FARTHER FINANCE ADVISORS, LLC also lessened -100% of the CPNJ shares from its portfolio, reducing its holding to 0 shares of worth -. UBS GROUP AG also shunned CPNJ shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying CPNJ stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in CPNJ by 27.3% in the last quarter. The institutional holder raised its holding to 1.87 thousand shares having worth more than $51.53K. BURKETT FINANCIAL SERVICES, LLC also added 100% more shares of CPNJ to its portfolio, raising its holding to 1.48 thousand shares of worth $41.00K. CREATIVE FINANCIAL DESIGNS INC /ADV also increased its CPNJ shares holding by 7.21% which brought its holding to 238 shares worth $6.58K.

CPNJ's major insiders: who are they?

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

Did an insider recently sell CPNJ stock?

Company executives, directors, and other insiders own N/A percent of Calamos Nasdaq-100 Structured Alt Protection ETF – June's stock. Within the last six months, there have been 0 transaction(s) in which CPNJ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CPNJ stock?

There have been 0 transaction(s) during the past 6-months in which Calamos Nasdaq-100 Structured Alt Protection ETF – June insiders have bought stock, totalling 0 shares

How much of CPNJ does insiders own?

Around 0 Calamos Nasdaq-100 Structured Alt Protection ETF – June shares are held by insiders, which represents about N/A of CPNJ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CPNJ?

CALAMOS ADVISORS LLC is the largest institutional owner in CPNJ which holds 0 shares worth - or 0% of the total CPNJ shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 1.87 thousand shares representing 0.13% of the CPNJ ownership. BURKETT FINANCIAL SERVICES, LLC is the third largest stakeholder with 1.48 thousand shares or 0.1% of the ownership worth more than $41.00K.

Is Calamos Nasdaq-100 Structured Alt Protection ETF – June 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 CPNJ is concerned, it is a stock which is not optionable.

Is there a short position on CPNJ's shares?

Number of CPNJ 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 CPNJ shares are there?

As of today, null shares of CPNJ are outstanding.

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

CPNJ 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 CPNJ is null.

Calamos Nasdaq-100 Structured Alt Protection ETF – June (CPNJ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. CALAMOS ADVISORS LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in Calamos Nasdaq-100 Structured Alt Protection ETF – June is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 1.87K shares valued at $51.53K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CALAMOS ADVISORS LLC	0%	0	-	-28.06K	-100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	1.87K	51.53K	400	+27.30%
Jun 30, 2026	BURKETT FINANCIAL SERVICES, LLC	0.1%	1.48K	41K	1.48K	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.06%	850	23.49K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	238	6.58K	16	+7.21%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-1.11K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-118	-100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.4%	5.8K	160.23K	0	0
Jun 30, 2026	NBZ INVESTMENT ADVISORS LLC	0.65%	9.52K	262.9K	0	0
Jun 30, 2026	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.82%	12.01K	331.89K	0	0
Jun 30, 2026	PFG ADVISORS	1.33%	19.43K	536.93K	638	+3.39%
Jun 30, 2026	WEALTHTRUST ASSET MANAGEMENT, LLC	1.37%	20.03K	553.4K	-635	-3.07%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	4.29%	62.68K	1.73M	47.46K	+312.04%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	6.12%	89.27K	2.47M	36.91K	+70.51%
Jun 30, 2026	JIM SAULNIER & ASSOCIATES, LLC	3.37%	49.13K	1.36M	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.08%	30.37K	838.98K	18.64K	+158.95%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.79%	26.12K	721.72K	2.94K	+12.70%
Jun 30, 2026	CALAMOS WEALTH MANAGEMENT LLC	1.69%	24.7K	682.54K	-3.36K	-11.96%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	1.4%	20.5K	566.42K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	1.15%	16.82K	464.68K	3.08K	+22.43%
Jun 30, 2026	INNOVATIVE ASSET ADVISORS GROUP, LLC	0.73%	10.69K	295.37K	10.69K	+100.00%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	2.15%	31.32K	865K	13.96K	+80.45%
Jun 30, 2026	LPL FINANCIAL LLC	1.03%	14.96K	413.43K	3.25K	+27.71%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1%	14.65K	404.78K	-10.45K	-41.62%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.98%	14.23K	393.29K	-611	-4.12%
Jun 30, 2026	JANE STREET GROUP, LLC	0.82%	12.03K	332.44K	12.03K	+100.00%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0.66%	9.67K	267.24K	0	0
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.65%	9.55K	263.92K	0	0
Jun 30, 2026	CYR FINANCIAL INC.	0.56%	8.13K	224.69K	0	0
Jun 30, 2026	MJP ASSOCIATES INC /ADV	0.53%	7.76K	214.41K	7.76K	+100.00%
Jun 30, 2026	ADVISOR OS, LLC	0.53%	7.76K	214.41K	7.76K	+100.00%
Jun 30, 2026		0.25%	3.82K	105.41K	3.82K	+100.00%
Jun 30, 2026	CYNDEO WEALTH PARTNERS, LLC	0.53%	7.7K	212.75K	90	+1.18%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.26%	3.82K	105.41K	3.82K	+100.00%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.17%	2.42K	67K	0	0
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.79%	11.57K	319.62K	773	+7.16%
Mar 31, 2026	CYNDEO WEALTH PARTNERS, LLC	0.53%	7.61K	205.58K	-1.05K	-12.12%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.6%	23.18K	626.11K	4.99K	+27.44%
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.73%	25.1K	677.92K	25.1K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.08%	1.11K	29.96K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-251	-100.00%
Mar 31, 2026	CALAMOS WEALTH MANAGEMENT LLC	1.94%	28.06K	757.85K	0	0
Mar 31, 2026	CALAMOS ADVISORS LLC	1.94%	28.06K	757.85K	28.06K	+100.00%
Mar 31, 2026	JIM SAULNIER & ASSOCIATES, LLC	3.39%	49.13K	1.33M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.61%	52.36K	1.41M	-1.35K	-2.51%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-3.96K	-100.00%
Mar 31, 2026	BURKETT FINANCIAL SERVICES, LLC	0%	0	-	-3.49K	-100.00%
Mar 31, 2026	VANWEELDEN WEALTH MANAGEMENT, LLC	0%	0	-	-520.26K	-100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-506.59K	-100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.66%	9.55K	258.04K	-7.27K	-43.21%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	222	6K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	1.47K	39.58K	-1K	-40.57%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.17%	2.42K	65K	0	0
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.4%	5.8K	156.66K	5.8K	+100.00%
Mar 31, 2026	WEALTHTRUST ASSET MANAGEMENT, LLC	1.43%	20.66K	558.22K	7.84K	+61.12%
Mar 31, 2026	CYR FINANCIAL INC.	0.56%	8.13K	219.68K	0	0
Mar 31, 2026	NBZ INVESTMENT ADVISORS LLC	0.66%	9.52K	257.04K	0	0
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	1.2%	17.36K	469K	-386	-2.18%
Mar 31, 2026	LPL FINANCIAL LLC	0.81%	11.72K	316.5K	-1.93K	-14.17%
Mar 31, 2026	SECURE ASSET MANAGEMENT, LLC	0%	0	-	-8.47K	-100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.67%	9.67K	262.23K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.06%	850	22.96K	0	0
Mar 31, 2026	UBS GROUP AG	0.01%	118	3.19K	-49	-29.34%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.81%	11.73K	316.77K	-1.42K	-10.83%
Mar 31, 2026	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.83%	12.01K	324.5K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.95%	13.74K	371.1K	-1.86K	-11.93%
Mar 31, 2026	MUTUAL ADVISORS, LLC	1.02%	14.85K	401.03K	-16.77K	-53.04%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.05%	15.21K	410.92K	-6K	-28.29%
Mar 31, 2026	PFG ADVISORS	1.3%	18.8K	507.73K	-200	-1.05%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	1.41%	20.5K	553.79K	0	0
Dec 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.57%	8.66K	233.77K	20	+0.23%
Dec 31, 2025	NBZ INVESTMENT ADVISORS LLC	0.63%	9.52K	256.85K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.64%	9.67K	261.91K	9.67K	+100.00%
Dec 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.79%	12.01K	324.25K	-1.16K	-8.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	13.15K	354.97K	-4.02K	-23.40%
Dec 31, 2025	LPL FINANCIAL LLC	0.9%	13.65K	368.47K	1.78K	+15.03%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	1.03%	15.6K	421.03K	-6.63K	-29.84%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	1.11%	16.82K	454.04K	7.27K	+76.09%
Dec 31, 2025	VANWEELDEN WEALTH MANAGEMENT, LLC	34.23%	520.26K	14.04M	14.13K	+2.79%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.53%	53.7K	1.45M	-77.14K	-58.95%
Dec 31, 2025	JIM SAULNIER & ASSOCIATES, LLC	3.23%	49.13K	1.33M	-1.93K	-3.79%
Dec 31, 2025	MUTUAL ADVISORS, LLC	2.08%	31.61K	853.34K	34	+0.11%
Dec 31, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.84%	12.83K	346.2K	0	0
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	1.17%	17.74K	479K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.2%	18.19K	490.94K	8.33K	+84.45%
Dec 31, 2025	PFG ADVISORS	1.25%	19K	512.75K	0	0
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	1.35%	20.5K	553.38K	0	0
Dec 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	1.85%	28.06K	757.29K	-3.69K	-11.63%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.4%	21.21K	572.57K	590	+2.86%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	33.33%	506.59K	13.67M	-10.06K	-1.95%
Dec 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.56%	8.47K	228.61K	8.47K	+100.00%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.16%	2.42K	65K	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-19.89K	-100.00%
Dec 31, 2025	WMG FINANCIAL ADVISORS, LLC	0%	0	-	-9.67K	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.06%	850	22.95K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	1.11K	29.83K	1.11K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	167	4.51K	-2.09K	-92.59%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	251	6.78K	251	+100.00%
Dec 31, 2025	BURKETT FINANCIAL SERVICES, LLC	0.23%	3.49K	94.26K	-375	-9.70%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	3.96K	106.87K	3.96K	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	222	5.99K	8	+3.74%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.12K	-100.00%
Dec 31, 2025	CYR FINANCIAL INC.	0.54%	8.13K	219.52K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	2.47K	66.54K	-7.97K	-76.38%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	1.33%	22.23K	592.39K	-1.14K	-4.88%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.59K	-100.00%
Sep 30, 2025	SECURE ASSET MANAGEMENT, LLC	0%	0	-	-8.47K	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.13%	2.12K	56.44K	2.12K	+100.00%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	214	5.7K	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	1.89%	31.58K	844.99K	31.58K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	1.06%	17.74K	473K	0	0
Sep 30, 2025	VANWEELDEN WEALTH MANAGEMENT, LLC	30.22%	506.12K	13.49M	506.12K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.03%	17.17K	457K	-30.29K	-63.83%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.59%	9.86K	262.75K	-63.15K	-86.49%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.58%	9.67K	257.74K	0	0
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.52%	8.64K	230.24K	-550	-5.98%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	0	-	-7.8K	-100.00%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.14%	2.42K	65K	1.15K	+90.69%
Sep 30, 2025	UBS GROUP AG	0.13%	2.26K	60.09K	709	+45.86%
Sep 30, 2025	BURKETT FINANCIAL SERVICES, LLC	0.23%	3.87K	103.05K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	30.85%	516.65K	13.77M	33.15K	+6.86%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	7.81%	130.84K	3.49M	-90.27K	-40.83%
Sep 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	3.05%	51.06K	1.36M	0	0
Sep 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	1.9%	31.75K	846.11K	-3.18K	-9.10%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.57%	9.55K	254.54K	-26.63K	-73.60%
Sep 30, 2025	NBZ INVESTMENT ADVISORS LLC	0.57%	9.52K	253.56K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.23%	20.62K	549.51K	6.55K	+46.58%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	1.23%	20.5K	546.28K	0	0
Sep 30, 2025	OLD MISSION CAPITAL LLC	1.19%	19.89K	530.06K	19.89K	+100.00%
Sep 30, 2025	PFG ADVISORS	1.13%	19K	506.18K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	10.44K	278.07K	7.97K	+323.37%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.79%	13.17K	351.06K	86	+0.66%
Sep 30, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.77%	12.83K	341.76K	-200	-1.54%
Sep 30, 2025	LPL FINANCIAL LLC	0.71%	11.87K	316.21K	11.87K	+100.00%
Sep 30, 2025	CYR FINANCIAL INC.	0.49%	8.13K	216.7K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.05%	850	22.65K	0	0
Jun 30, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.76%	13.03K	340.73K	-9.93K	-43.25%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.46%	7.8K	204.02K	7.8K	+100.00%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	1.2%	20.5K	536.28K	0	0
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	0	-	-425	-100.00%
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0%	0	-	-10.93K	-100.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.07%	1.27K	33K	0	0
Jun 30, 2025	BURKETT FINANCIAL SERVICES, LLC	0.23%	3.87K	101.16K	3.87K	+100.00%
Jun 30, 2025	CYR FINANCIAL INC.	0.47%	8.13K	212.73K	8.13K	+100.00%
Jun 30, 2025	SECURE ASSET MANAGEMENT, LLC	0.49%	8.47K	221.55K	0	0
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.54%	9.19K	240.41K	25	+0.27%
Jun 30, 2025	NBZ INVESTMENT ADVISORS LLC	0.56%	9.52K	248.91K	0	0
Jun 30, 2025	JIM SAULNIER & ASSOCIATES, LLC	2.98%	51.06K	1.34M	51.06K	+100.00%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.56%	9.67K	253.02K	9.67K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.67%	11.46K	299.69K	-750	-6.14%
Jun 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.76%	13.09K	342.38K	1.67K	+14.59%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.82%	14.07K	368.02K	2.98K	+26.88%
Jun 30, 2025	PFG ADVISORS	1.11%	19K	496.91K	19K	+100.00%
Jun 30, 2025		0.56%	9.52K	248.91K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	1.36%	23.37K	611.36K	8.14K	+53.48%
Jun 30, 2025	CALAMOS WEALTH MANAGEMENT LLC	2.04%	34.93K	913.74K	118	+0.34%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	2.11%	36.18K	946.47K	36.18K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.77%	47.46K	1.24M	-11.55K	-19.57%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-33.48K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	2.47K	64.47K	465	+23.25%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	214	5.6K	214	+100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.05%	850	22.24K	0	0
Jun 30, 2025	UBS GROUP AG	0.09%	1.55K	40.44K	1.44K	+1,415.69%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	12.9%	221.11K	5.78M	68K	+44.41%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	28.21%	483.5K	12.65M	483.5K	+100.00%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.47%	7.97K	208.52K	7.97K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.56%	9.59K	250.9K	9.59K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.26%	73.01K	1.91M	17.19K	+30.79%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	1.04%	17.74K	464K	17.74K	+100.00%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.12%	1.27K	31K	0	0
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.86%	9.17K	225.38K	0	0
Mar 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	1.07%	11.42K	280.89K	-344	-2.92%
Mar 31, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	2.16%	22.95K	564.38K	-423	-1.81%
Mar 31, 2025	SECURE ASSET MANAGEMENT, LLC	0.8%	8.47K	208.27K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.08%	850	20.9K	0	0
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.04%	425	10.45K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-108.27K	-100.00%
Mar 31, 2025	OLD MISSION CAPITAL LLC	3.15%	33.48K	823.26K	-7.98K	-19.25%
Mar 31, 2025	CALAMOS WEALTH MANAGEMENT LLC	3.28%	34.81K	856K	0	0
Mar 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	1.03%	10.93K	268.67K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.15%	12.21K	300.17K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	1.43%	15.23K	374.46K	-20.08K	-56.88%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	1.93%	20.5K	504.13K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.25%	55.82K	1.37M	7.48K	+15.46%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-49	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	2K	49.18K	-3.25K	-61.90%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.04%	11.09K	272.67K	0	0
Mar 31, 2025		0.9%	9.52K	233.99K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.55%	59.01K	1.45M	-3.45K	-5.53%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	14.41%	153.11K	3.77M	-107.16K	-41.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-126	-100.00%
Mar 31, 2025	UBS GROUP AG	0.01%	102	2.51K	102	+100.00%
Mar 31, 2025	CYR FINANCIAL INC.	0%	0	-	-8.13K	-100.00%

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