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

Who are the major shareholders selling FT Cboe Vest U.S. Equity Deep Buffer ETF - April stock?

COMMONWEALTH FINANCIAL SERVICES, LLC, in the last quarter, reduced its stake in DAPR by -11.5% restricting it's holding to 49.9 thousand shares of worth nearly $2.04M. KESTRA ADVISORY SERVICES, LLC also lessened -4.74% of the DAPR shares from its portfolio, reducing its holding to 49.96 thousand shares of worth $2.04M. MUTUAL ADVISORS, LLC also shunned DAPR shares holding by -1.95% last quarter which brought its holding to 126.66 thousand shares worth $5.18M.

Investors who are buying DAPR stock?

As per its latest 13F filing, LCNB CORP increased its stake in DAPR by 14.56% in the last quarter. The institutional holder raised its holding to 34.22 thousand shares having worth more than $1.40M. PRIME CAPITAL INVESTMENT ADVISORS, LLC also added 598.19% more shares of DAPR to its portfolio, raising its holding to 36.97 thousand shares of worth $1.51M. SMART WEALTH LLC also increased its DAPR shares holding by 21.79% which brought its holding to 43.39 thousand shares worth $1.77M.

DAPR's major insiders: who are they?

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

Did an insider recently sell DAPR stock?

Company executives, directors, and other insiders own N/A percent of FT Cboe Vest U.S. Equity Deep Buffer ETF - April's stock. Within the last six months, there have been 0 transaction(s) in which DAPR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DAPR stock?

There have been 0 transaction(s) during the past 6-months in which FT Cboe Vest U.S. Equity Deep Buffer ETF - April insiders have bought stock, totalling 0 shares

How much of DAPR does insiders own?

Around 0 FT Cboe Vest U.S. Equity Deep Buffer ETF - April shares are held by insiders, which represents about N/A of DAPR stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DAPR?

LCNB CORP is the largest institutional owner in DAPR which holds 34.22 thousand shares worth $1.40M or 0.46% of the total DAPR shares outstanding followed by PRIME CAPITAL INVESTMENT ADVISORS, LLC with ownership of 36.97 thousand shares representing 0.5% of the DAPR ownership. SMART WEALTH LLC is the third largest stakeholder with 43.39 thousand shares or 0.58% of the ownership worth more than $1.77M.

Is FT Cboe Vest U.S. Equity Deep Buffer ETF - April 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 DAPR is concerned, it is a stock which is not optionable.

Is there a short position on DAPR's shares?

Number of DAPR 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 DAPR shares are there?

As of today, null shares of DAPR are outstanding.

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

DAPR 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 DAPR is null.

FT Cboe Vest US Equity Deep Buffer ETF - April (DAPR) 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. LCNB CORP is the top corporate investor, holding 34.22K shares valued at $1.40M. A 0.46% stake in FT Cboe Vest U.S. Equity Deep Buffer ETF - April is owned by the company. PRIME CAPITAL INVESTMENT ADVISORS, LLC owns 36.97K shares valued at $1.51M, which translates its holding of 0.5% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	LCNB CORP	0.46%	34.22K	1.4M	4.35K	+14.56%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.5%	36.97K	1.51M	31.67K	+598.19%
Jun 30, 2026	SMART WEALTH LLC	0.58%	43.39K	1.77M	7.76K	+21.79%
Jun 30, 2026	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0.59%	43.59K	1.78M	43.59K	+100.00%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.67%	49.9K	2.04M	-6.48K	-11.50%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.67%	49.96K	2.04M	-2.49K	-4.74%
Jun 30, 2026	REAP FINANCIAL GROUP, LLC	0.69%	51.07K	2.09M	11.6K	+29.39%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.9%	66.77K	2.73M	36.27K	+118.92%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.97%	72.06K	2.95M	13.3K	+22.63%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.68%	125.32K	5.12M	41.48K	+49.48%
Jun 30, 2026	MUTUAL ADVISORS, LLC	1.7%	126.66K	5.18M	-2.51K	-1.95%
Jun 30, 2026	TANGLEWOOD LEGACY ADVISORS, LLC	1.11%	82.64K	3.38M	10.78K	+15.00%
Jun 30, 2026	SNS FINANCIAL GROUP, LLC	1.17%	87.17K	3.56M	87.17K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.57%	42.51K	1.74M	9.74K	+29.72%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.57%	42.77K	1.75M	22.72K	+113.30%
Jun 30, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.86%	64.08K	2.62M	-184	-0.29%
Jun 30, 2026	TRUEWEALTH ADVISORS, LLC	0.15%	11.02K	450.42K	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.29%	21.4K	875K	6.41K	+42.72%
Jun 30, 2026	CYPRESS WEALTH SERVICES, LLC	0.31%	22.85K	934.03K	22.85K	+100.00%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.38%	27.99K	1.14M	1.07K	+3.98%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.38%	28.12K	1.15M	-1.44K	-4.86%
Jun 30, 2026	SEQUENT PLANNING LLC	0.16%	11.92K	487.45K	11.92K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.16%	12.02K	491.17K	12.02K	+100.00%
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0.19%	14.47K	591.41K	-3.15K	-17.87%
Jun 30, 2026	RFG ADVISORY, LLC	0.2%	14.67K	599.59K	1.28K	+9.56%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.2%	15.05K	615.08K	3.75K	+33.16%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.24%	18.18K	743.04K	9.32K	+105.22%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.25%	18.49K	755.71K	0	0
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.25%	18.52K	757.1K	18.52K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	19.68K	804.4K	-5.27K	-21.11%
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.28%	21.02K	859.42K	-432	-2.01%
Jun 30, 2026	1ST SOURCE BANK	0.25%	18.96K	774.88K	18.96K	+100.00%
Jun 30, 2026	CLIMBER CAPITAL SA	0.28%	21.14K	862.5K	21.14K	+100.00%
Jun 30, 2026	MISSION FINANCIAL GROUP, LLC	0.33%	24.79K	1.01M	24.79K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.42%	105.83K	4.33M	26.52K	+33.44%
Jun 30, 2026	IFP ADVISORS, INC	0.1%	7.64K	312.36K	3.02K	+65.35%
Jun 30, 2026	MARINER, LLC	0.11%	7.89K	322.67K	-458	-5.48%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.11%	8.58K	350.83K	1.5K	+21.13%
Jun 30, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.12%	8.83K	361.13K	0	0
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0.12%	8.85K	361.58K	-362	-3.93%
Jun 30, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.12%	8.91K	364.36K	0	0
Jun 30, 2026	SANTORI & PETERS, INC.	0.13%	9.44K	385.7K	9.44K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.14%	10.44K	426.63K	10.44K	+100.00%
Jun 30, 2026	BUCK WEALTH STRATEGIES, LLC	0.16%	12.05K	492.52K	-680	-5.34%
Jun 30, 2026	HOLISTIC PLANNING, LLC	0.16%	12.11K	495.14K	12.11K	+100.00%
Jun 30, 2026	BARNES WEALTH MANAGEMENT GROUP, INC	0.17%	12.5K	510.88K	82	+0.66%
Jun 30, 2026	LVZ, INC.	0.18%	13.5K	551.88K	8.26K	+157.63%
Jun 30, 2026	INTEGRITY FINANCIAL CORP /WA	0.23%	16.9K	690.83K	5.86K	+53.06%
Jun 30, 2026	CFC PLANNING CO LLC	0.31%	22.94K	937.87K	1.89K	+8.96%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	1.24%	92.09K	3.76M	10.83K	+13.33%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2%	148.77K	6.08M	-2.63K	-1.74%
Jun 30, 2026	LPL FINANCIAL LLC	2.01%	149.61K	6.12M	-33.34K	-18.22%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3%	223.14K	9.12M	96.3K	+75.93%
Jun 30, 2026	OAKMONT ADVISORY GROUP, LLC	0.14%	10.7K	437.19K	10.7K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.29%	21.28K	867.35K	21.28K	+100.00%
Jun 30, 2026		0.14%	10.7K	437.19K	10.7K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	27.16K	1.11M	6.26K	+29.93%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.41%	30.49K	1.25M	11.52K	+60.75%
Jun 30, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.44%	32.76K	1.34M	25.8K	+370.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	18.96K	754.09K	-1.22K	-6.04%
Mar 31, 2026	LPL FINANCIAL LLC	2.45%	182.96K	7.28M	-393	-0.21%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.4%	29.55K	1.18M	0	0
Mar 31, 2026	LCNB CORP	0.4%	29.87K	1.19M	600	+2.05%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	30.5K	1.21M	23.65K	+345.09%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.44%	32.77K	1.3M	-3.33K	-9.22%
Mar 31, 2026	SMART WEALTH LLC	0.48%	35.63K	1.42M	3.48K	+10.83%
Mar 31, 2026	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.1%	6.97K	276.96K	0	0
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.1%	7.09K	281.73K	-550	-7.20%
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	0.1%	7.19K	285.91K	0	0
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.11%	8K	318.12K	0	0
Mar 31, 2026	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.11%	8.02K	318.99K	827	+11.49%
Mar 31, 2026	PLOTKIN FINANCIAL ADVISORS, LLC	0.11%	8.3K	330.04K	0	0
Mar 31, 2026	MARINER, LLC	0.11%	8.35K	332.07K	-658	-7.30%
Mar 31, 2026	JIM SAULNIER & ASSOCIATES, LLC	0.12%	8.83K	351.28K	-8.47K	-48.95%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.12%	9.21K	366.11K	-92	-0.99%
Mar 31, 2026	GTS SECURITIES LLC	0.13%	9.64K	383.33K	9.64K	+100.00%
Mar 31, 2026	INTEGRITY FINANCIAL CORP /WA	0.15%	11.04K	439.04K	177	+1.63%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.15%	11.3K	449.3K	-14.93K	-56.92%
Mar 31, 2026	BARNES WEALTH MANAGEMENT GROUP, INC	0.17%	12.42K	493.68K	-189	-1.50%
Mar 31, 2026	BUCK WEALTH STRATEGIES, LLC	0.17%	12.73K	506.12K	0	0
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.24%	17.61K	700.41K	0	0
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.25%	18.49K	735.09K	-350	-1.86%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.27%	20.05K	798.22K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	20.9K	831K	-737	-3.41%
Mar 31, 2026	CFC PLANNING CO LLC	0.28%	21.06K	837.24K	-1.12K	-5.07%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.29%	21.46K	853.15K	-2.7K	-11.16%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.33%	24.94K	991.84K	-1.06K	-4.07%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.7%	52.45K	2.09M	-4.55K	-7.98%
Mar 31, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	0.76%	56.39K	2.24M	3.53K	+6.67%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.79%	58.76K	2.34M	-5.1K	-7.98%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.86%	64.27K	2.56M	-3.38K	-5.00%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.08%	5.3K	210.55K	5.3K	+100.00%
Mar 31, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0.08%	5.6K	223.4K	-1.17K	-17.24%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	5.66K	225.24K	-5.42K	-48.90%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.09%	6.09K	242.3K	-549	-8.27%
Mar 31, 2026	STONEX GROUP INC.	0.09%	6.3K	250.52K	-22.65K	-78.23%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	6.45K	256.52K	-27	-0.42%
Mar 31, 2026	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.1%	6.5K	258.61K	-502	-7.17%
Mar 31, 2026	CITADEL ADVISORS LLC	0.13%	10K	397.8K	2.62K	+35.43%
Mar 31, 2026	TRUEWEALTH ADVISORS, LLC	0.15%	11.02K	438.12K	-385	-3.38%
Mar 31, 2026	TANGLEWOOD LEGACY ADVISORS, LLC	0.96%	71.86K	2.86M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.12%	83.84K	3.33M	-16.14K	-16.14%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.7%	126.84K	5.04M	-130.54K	-50.72%
Mar 31, 2026	MUTUAL ADVISORS, LLC	1.73%	129.18K	5.14M	-3.82K	-2.87%
Mar 31, 2026	RFG ADVISORY, LLC	0.18%	13.39K	532.33K	398	+3.06%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.2%	15K	596.35K	1.09K	+7.85%
Mar 31, 2026	CWM, LLC	0.5%	37.63K	1.5M	-724	-1.89%
Mar 31, 2026	REAP FINANCIAL GROUP, LLC	0.53%	39.47K	1.57M	-66	-0.17%
Mar 31, 2026	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.63%	46.91K	1.81M	1.94K	+4.32%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.06%	79.31K	3.15M	-86.3K	-52.11%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	1.09%	81.25K	3.24M	13.87K	+20.59%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.03%	151.4K	6.02M	-19.24K	-11.27%
Mar 31, 2026		2.13%	159.18K	6.33M	159.18K	+100.00%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.12%	8.86K	352.19K	-50	-0.56%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.34%	25.4K	1.01M	-9.99K	-28.23%
Mar 31, 2026	SAGESPRING WEALTH PARTNERS, LLC	0.12%	8.91K	354.42K	0	0
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.36%	26.92K	1.07M	1.96K	+7.84%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.34%	24.96K	982.08K	24.96K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.5%	257.38K	10.13M	-1.99K	-0.77%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.13%	9.3K	365.88K	-524	-5.33%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	6.64K	261.09K	-1.83K	-21.60%
Dec 31, 2025	LVZ, INC.	0.09%	6.4K	251.89K	0	0
Dec 31, 2025	WINNOW WEALTH LLC	0.08%	5.71K	228.48K	-142.83K	-96.15%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.07%	5.42K	213.26K	5.42K	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.07%	5.2K	204.6K	-869	-14.32%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.07%	5.13K	202K	-1.88K	-26.83%
Dec 31, 2025	LPL FINANCIAL LLC	2.5%	183.35K	7.21M	-11.37K	-5.84%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.32%	170.63K	6.71M	-13.2K	-7.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.25%	165.61K	6.52M	3.48K	+2.15%
Dec 31, 2025	MUTUAL ADVISORS, LLC	1.83%	132.99K	5.23M	-4K	-2.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.36%	99.98K	3.93M	-23.8K	-19.23%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.27%	20.05K	788.95K	5.95K	+42.22%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	6.85K	269.64M	-33.04K	-82.82%
Dec 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.09%	6.77K	266.57K	-485	-6.69%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.35%	26K	1.02M	-4.06K	-13.51%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.33%	24.15K	950.21K	591	+2.51%
Dec 31, 2025	CFC PLANNING CO LLC	0.31%	22.18K	872.66K	-763	-3.33%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	21.64K	851K	2.08K	+10.64%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	20.18K	794.08K	-4.98K	-19.79%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.26%	18.84K	741.12K	18.84K	+100.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.24%	17.79K	699.89K	12.17K	+216.51%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.24%	17.61K	693.04K	-308	-1.72%
Dec 31, 2025	JIM SAULNIER & ASSOCIATES, LLC	0.24%	17.3K	680.8K	0	0
Dec 31, 2025	MARINER, LLC	0.12%	9.01K	354.47K	-1.11K	-10.96%
Dec 31, 2025	SAGESPRING WEALTH PARTNERS, LLC	0.12%	8.91K	350.69K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.12%	8.91K	350.46K	-8.45K	-48.67%
Dec 31, 2025	PLOTKIN FINANCIAL ADVISORS, LLC	0.11%	8.3K	326.57K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.11%	8K	314.96K	8K	+100.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.11%	7.64K	300.41K	-1.03K	-11.92%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.19%	13.91K	547.15K	146	+1.06%
Dec 31, 2025	RFG ADVISORY, LLC	0.18%	12.99K	511.07K	367	+2.91%
Dec 31, 2025	BARNES WEALTH MANAGEMENT GROUP, INC	0.17%	12.6K	495.92K	1.11K	+9.67%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.87%	63.86K	2.51M	-48	-0.08%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.78%	56.99K	2.24M	1.06K	+1.90%
Dec 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.72%	52.86K	2.08M	917	+1.77%
Dec 31, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.62%	44.96K	1.77M	-1.94K	-4.14%
Dec 31, 2025	REAP FINANCIAL GROUP, LLC	0.54%	39.53K	1.56M	-1.03K	-2.54%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	6.48K	254.88K	-693	-9.66%
Dec 31, 2025	LCNB CORP	0.4%	29.27K	1.15M	-2.11K	-6.72%
Dec 31, 2025	STONEX GROUP INC.	0.39%	28.95K	1.14M	881	+3.14%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.36%	26.23K	1.03M	-1.49K	-5.38%
Dec 31, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.1%	7.2K	283.09K	7.2K	+100.00%
Dec 31, 2025	SPECTRUM ASSET MANAGEMENT, INC. (NB/CA)	0.1%	6.97K	274.05K	0	0
Dec 31, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.99%	71.86K	2.83M	-454	-0.63%
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.92%	67.65K	2.66M	-2.47K	-3.52%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.92%	67.38K	2.65M	6.28K	+10.28%
Dec 31, 2025	CWM, LLC	0.52%	38.36K	1.51M	-7.62K	-16.57%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	36.1K	1.42M	28	+0.08%
Dec 31, 2025	HANLON INVESTMENT MANAGEMENT, INC.	0.18%	13K	511.34K	1.86K	+16.74%
Dec 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.18%	12.73K	500.8K	-64	-0.50%
Dec 31, 2025	TRUEWEALTH ADVISORS, LLC	0.16%	11.4K	448.66K	-1.01K	-8.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	11.07K	436.43K	-85	-0.76%
Dec 31, 2025	INTEGRITY FINANCIAL CORP /WA	0.15%	10.86K	427.46K	-2.64K	-19.56%
Dec 31, 2025		0.12%	8.95K	352.15K	8.95K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.1%	7.39K	290.65K	310	+4.38%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.1%	7.19K	282.9K	0	0
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.48%	35.39K	1.39M	-1.11K	-3.04%
Dec 31, 2025	SMART WEALTH LLC	0.44%	32.15K	1.26M	-2.04K	-5.96%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.41%	29.55K	1.16M	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.37%	27.83K	1.21M	2.07K	+8.02%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.74%	55.03K	2.39M	-1.09K	-1.94%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.82%	61.1K	2.36M	18.86K	+44.65%
Sep 30, 2025	CWM, LLC	0.62%	45.98K	1.78M	-79	-0.17%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	55.93K	2.16M	-3.6K	-6.05%
Sep 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	1.99%	148.47K	5.74M	-934	-0.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.18%	162.52K	7.07M	9.48K	+6.20%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.47%	183.83K	7.1M	-6K	-3.16%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.86%	63.91K	2.47M	-10.34K	-13.92%
Sep 30, 2025	MUTUAL ADVISORS, LLC	1.84%	136.99K	5.31M	-400	-0.29%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.27%	19.89K	867.52K	0	0
Sep 30, 2025	CFC PLANNING CO LLC	0.31%	22.94K	886.38K	22.94K	+100.00%
Sep 30, 2025	MGO ONE SEVEN LLC	0.31%	23.18K	1.01M	-5.54K	-19.30%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	0.32%	23.56K	910.21K	2.62K	+12.52%
Sep 30, 2025	MCKINLEY CARTER WEALTH SERVICES, INC.	0.32%	24.17K	1.05M	1.16K	+5.04%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	26.16K	1.14M	-41.57K	-61.38%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.35%	26.32K	1.14M	956	+3.77%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.35%	26.4K	1.15M	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.37%	27.72K	1.07M	-7.37K	-21.00%
Sep 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.37%	27.88K	1.21M	-2.68K	-8.77%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.97%	72.31K	2.79M	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.54%	39.9K	1.54M	27.04K	+210.30%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.54%	40.56K	1.57M	-4.38K	-9.75%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.44%	32.44K	1.41M	-362	-1.10%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	2.09%	156.09K	6.79M	-555	-0.35%
Sep 30, 2025	WINNOW WEALTH LLC	1.99%	148.54K	5.79M	148.54K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.49%	36.85K	1.6M	-2.82K	-7.10%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.49%	36.52K	1.59M	0	0
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.49%	36.5K	1.41M	645	+1.80%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.48%	36.08K	1.39M	3.27K	+9.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.66%	123.78K	4.76M	3.15K	+2.61%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	50.84K	2.21M	-4.51K	-8.15%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.62%	45.94K	2M	807	+1.79%
Sep 30, 2025	RIVERTREE ADVISORS, LLC	0.41%	30.49K	1.33M	-1.42K	-4.44%
Sep 30, 2025	LCNB CORP	0.42%	31.38K	1.21M	-600	-1.88%
Sep 30, 2025	FRAGASSO GROUP INC.	0.43%	32.07K	1.4M	-1.29K	-3.86%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.3%	246.03K	10.7M	-12.06K	-4.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.18%	162.13K	6.26M	4.15K	+2.63%
Sep 30, 2025	LPL FINANCIAL LLC	2.01%	150.1K	6.53M	9.58K	+6.82%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.39%	29.24K	1.27M	0	0
Sep 30, 2025	COMERICA BANK	0.39%	28.94K	1.26M	-64	-0.22%
Sep 30, 2025	ASSETMARK, INC	3.33%	248.02K	10.79M	31.3K	+14.44%
Sep 30, 2025	STEPHENS INC /AR/	2.64%	197.13K	8.58M	-11.04K	-5.30%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	29.55K	1.14M	-1.9K	-6.04%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.57%	116.98K	5.09M	-3.62K	-3.00%
Sep 30, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.63%	46.91K	1.81M	-979	-2.04%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.92%	68.61K	2.98M	-32.56K	-32.18%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.21%	90.54K	3.94M	33.41K	+58.47%
Sep 30, 2025	SMART WEALTH LLC	0.46%	34.18K	1.32M	-1.95K	-5.40%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.47%	34.86K	1.52M	391	+1.13%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.94%	70.12K	2.71M	-115	-0.16%
Sep 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.7%	51.94K	2.01M	-942	-1.78%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.47%	34.47K	1.45M	28.89K	+517.60%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.48%	35.08K	1.32M	35.08K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.66%	120.63K	4.55M	20.16K	+20.07%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.62%	118.14K	4.46M	-298	-0.25%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.66%	120.6K	5.09M	6.27K	+5.49%
Jun 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.42%	30.56K	1.29M	3.78K	+14.12%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.43%	31.45K	1.19M	0	0
Jun 30, 2025	RIVERTREE ADVISORS, LLC	0.44%	31.9K	1.35M	-1.54K	-4.60%
Jun 30, 2025	MUTUAL ADVISORS, LLC	1.89%	137.39K	5.22M	-3.19K	-2.27%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.95%	141.79K	5.98M	17.22K	+13.82%
Jun 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	2.05%	149.41K	5.63M	10.55K	+7.59%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.55%	39.67K	1.67M	10.01K	+33.76%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.58%	42.24K	1.59M	3.4K	+8.74%
Jun 30, 2025	SMART WEALTH LLC	0.5%	36.14K	1.36M	-1.1K	-2.95%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.97%	70.23K	2.65M	-10.06K	-12.52%
Jun 30, 2025	BISON WEALTH, LLC	0.64%	46.48K	1.75M	20.35K	+77.86%
Jun 30, 2025	REAP FINANCIAL GROUP, LLC	0.62%	44.95K	1.69M	20.35K	+82.71%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.1%	153.04K	6.46M	34.44K	+29.04%
Jun 30, 2025		0.5%	36.14K	1.36M	-1.1K	-2.95%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.5%	36.52K	1.54M	6.23K	+20.57%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	1.39%	101.16K	4.27M	28.36K	+38.95%
Jun 30, 2025	LPL FINANCIAL LLC	1.14%	82.74K	3.12M	32.76K	+65.54%
Jun 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.99%	72.31K	2.73M	-630	-0.86%
Jun 30, 2025	LCNB CORP	0.44%	31.98K	1.21M	-37.08K	-53.70%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.49%	35.86K	1.35M	6.83K	+23.52%
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	2.15%	156.64K	6.61M	-1.13K	-0.72%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	3.95%	287.07K	12.11M	258.24K	+895.76%
Jun 30, 2025	STEPHENS INC /AR/	2.86%	208.17K	8.78M	81.73K	+64.64%
Jun 30, 2025	ASSETMARK, INC	2.98%	216.72K	9.14M	55.89K	+34.75%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.55%	258.1K	10.89M	16.54K	+6.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.61%	189.83K	7.16M	25.9K	+15.80%
Jun 30, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.66%	47.89K	1.81M	-8.68K	-15.34%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.62%	45.14K	1.92M	4.93K	+12.27%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	55.35K	2.34M	8.96K	+19.31%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.77%	56.12K	2.37M	14.97K	+36.37%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.79%	57.13K	2.41M	15.1K	+35.92%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	59.53K	2.24M	14.88K	+33.32%
Jun 30, 2025	OPPENHEIMER & CO INC	0.93%	67.41K	2.54M	67.41K	+100.00%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.93%	67.72K	2.86M	3.1K	+4.80%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.68%	49.45K	2.09M	39.6K	+401.86%
Jun 30, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.73%	52.88K	1.99M	-3.3K	-5.87%
Jun 30, 2025	CWM, LLC	0.63%	46.05K	1.74M	8.27K	+21.88%
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.36%	26.4K	1.11M	0	0
Jun 30, 2025	MGO ONE SEVEN LLC	0.39%	28.72K	1.21M	22.28K	+345.72%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.4%	29.24K	1.23M	2.6K	+9.74%
Jun 30, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.4%	29.36K	1.24M	-29.19K	-49.86%
Jun 30, 2025	STONEX GROUP INC.	0.41%	29.66K	1.12M	17.65K	+146.89%
Jun 30, 2025	FRAGASSO GROUP INC.	0.46%	33.35K	1.41M	-1.9K	-5.38%
Mar 31, 2025	MUTUAL ADVISORS, LLC	2.36%	140.58K	5.06M	-5.32K	-3.65%
Mar 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	2.65%	157.77K	6.45M	-2.19K	-1.37%
Mar 31, 2025	ASSETMARK, INC	2.7%	160.84K	6.58M	44.2K	+37.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.15%	68.47K	2.55M	-120.76K	-63.82%
Mar 31, 2025	LCNB CORP	1.16%	69.06K	2.57M	3.61K	+5.51%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.75%	44.65K	1.66M	-2.76K	-5.83%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	46.39K	1.9M	224	+0.49%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.65%	38.84K	1.4M	21.96K	+130.14%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.67%	40.16K	1.65M	14.56K	+56.87%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.67%	40.21K	1.64M	40.21K	+100.00%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.08%	64.62K	2.64M	-6.9K	-9.65%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.53%	31.45K	1.17M	-200	-0.63%
Mar 31, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	1.22%	72.94K	2.72M	-19.49K	-21.09%
Mar 31, 2025		0.62%	37.23K	1.39M	-9.74K	-20.73%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.69%	100.47K	3.74M	-9.13K	-8.33%
Mar 31, 2025	OGOREK ANTHONY JOSEPH /NY/ /ADV	0.95%	56.56K	2.11M	0	0
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.96%	57.21K	2.34M	57.21K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.87%	51.77K	1.93M	-52.3K	-50.25%
Mar 31, 2025	COMMONWEALTH FINANCIAL SERVICES, LLC	0.94%	56.18K	2.09M	-2.03K	-3.48%
Mar 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.98%	58.55K	2.39M	-33.62K	-36.48%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.75%	163.93K	6.1M	-4.7K	-2.79%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.99%	58.78K	2.19M	37.16K	+171.85%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.83%	49.46K	1.84M	-282	-0.57%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.05%	241.55K	9.88M	-1.1K	-0.45%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.99%	118.44K	4.41M	2.06K	+1.77%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	1.22%	72.81K	2.98M	-70.17K	-49.08%
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.51%	30.29K	1.24M	-1.67K	-5.22%
Mar 31, 2025	CWM, LLC	0.63%	37.79K	1.41M	-165	-0.43%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.69%	41.15K	1.68M	-226	-0.55%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.71%	42.04K	1.72M	-974	-2.26%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.5%	29.66K	1.21M	300	+1.02%
Mar 31, 2025	LPL FINANCIAL LLC	0.84%	49.98K	1.86M	6.25K	+14.30%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.92%	114.33K	4.67M	-4.33K	-3.65%
Mar 31, 2025	STEPHENS INC /AR/	2.12%	126.44K	5.17M	-407	-0.32%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.54%	32.11K	1.31M	21.41K	+200.07%
Mar 31, 2025	RIVERTREE ADVISORS, LLC	0.56%	33.44K	1.37M	-6.16K	-15.55%
Mar 31, 2025	FRAGASSO GROUP INC.	0.59%	35.25K	1.44M	-215	-0.61%
Mar 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	2.33%	138.86K	5.17M	551	+0.40%

Frequently Asked Questions