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

Who are the major shareholders selling Invesco DB Base Metals Fund stock?

MODERN WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in DBB by -1.82% restricting it's holding to 58.1 thousand shares of worth nearly $1.40M. DAIWA SECURITIES GROUP INC. also lessened -15.93% of the DBB shares from its portfolio, reducing its holding to 79.7 thousand shares of worth $1.92M. RISK PARADIGM GROUP, LLC also shunned DBB shares holding by -1.89% last quarter which brought its holding to 83.59 thousand shares worth $2.01M.

Investors who are buying DBB stock?

As per its latest 13F filing, CAMELOT TECHNOLOGY ADVISORS, INC. increased its stake in DBB by 17.32% in the last quarter. The institutional holder raised its holding to 34.89 thousand shares having worth more than $840.80K. ROYAL BANK OF CANADA also added 4.06% more shares of DBB to its portfolio, raising its holding to 38.1 thousand shares of worth $918.00K. FLOW TRADERS U.S. LLC also increased its DBB shares holding by 100% which brought its holding to 40.76 thousand shares worth $982.00K.

DBB's major insiders: who are they?

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

Did an insider recently sell DBB stock?

Company executives, directors, and other insiders own N/A percent of Invesco DB Base Metals Fund's stock. Within the last six months, there have been 0 transaction(s) in which DBB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DBB stock?

There have been 0 transaction(s) during the past 6-months in which Invesco DB Base Metals Fund insiders have bought stock, totalling 0 shares

How much of DBB does insiders own?

Around 0 Invesco DB Base Metals Fund shares are held by insiders, which represents about N/A of DBB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DBB?

CAMELOT TECHNOLOGY ADVISORS, INC. is the largest institutional owner in DBB which holds 34.89 thousand shares worth $840.80K or 0.24% of the total DBB shares outstanding followed by ROYAL BANK OF CANADA with ownership of 38.1 thousand shares representing 0.26% of the DBB ownership. FLOW TRADERS U.S. LLC is the third largest stakeholder with 40.76 thousand shares or 0.28% of the ownership worth more than $982.00K.

Is Invesco DB Base Metals Fund 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 DBB is concerned, it is a stock which is optionable.

Is there a short position on DBB's shares?

Number of DBB 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 DBB shares are there?

As of today, null shares of DBB are outstanding.

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

DBB 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 DBB is null.

Invesco DB Base Metals Fund (DBB) 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. CAMELOT TECHNOLOGY ADVISORS, INC. is the top corporate investor, holding 34.89K shares valued at $840.80K. A 0.24% stake in Invesco DB Base Metals Fund is owned by the company. ROYAL BANK OF CANADA owns 38.1K shares valued at $918.00K, which translates its holding of 0.26% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMELOT TECHNOLOGY ADVISORS, INC.	0.24%	34.89K	840.8K	5.15K	+17.32%
Jun 30, 2026	ROYAL BANK OF CANADA	0.26%	38.1K	918K	1.49K	+4.06%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.28%	40.76K	982K	40.76K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.17%	25K	602.5K	25K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.33%	47.62K	1.15M	7.35K	+18.25%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.36%	52.13K	1.26M	762	+1.48%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	52.7K	1.27M	14.1K	+36.53%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.4%	58.1K	1.4M	-1.08K	-1.82%
Jun 30, 2026	SIMPLEX TRADING, LLC	0.48%	68.92K	1.66M	57.68K	+513.04%
Jun 30, 2026	DAIWA SECURITIES GROUP INC.	0.55%	79.7K	1.92M	-15.1K	-15.93%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.08%	11.9K	286.79K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.57%	82.39K	1.99M	48.54K	+143.40%
Jun 30, 2026	RISK PARADIGM GROUP, LLC	0.58%	83.59K	2.01M	-1.61K	-1.89%
Jun 30, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.58%	83.67K	2.02M	-1.62K	-1.90%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.95%	137.58K	3.31M	11.19K	+8.85%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.09%	12.5K	301.25K	0	0
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.11%	15.73K	379.14K	-13.45K	-46.08%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.15%	22.2K	535.12K	18	+0.08%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.09%	12.79K	308.31K	12.79K	+100.00%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.09%	13.3K	321.23K	897	+7.23%
Jun 30, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.7%	245.62K	5.92M	168.11K	+216.89%
Jun 30, 2026	WARATAH CAPITAL ADVISORS LTD.	1.72%	250K	6.03M	250K	+100.00%
Jun 30, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	1.95%	282.19K	6.8M	-152.65K	-35.11%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.25%	615.77K	14.84M	232.48K	+60.66%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	7.88%	1.14M	27.55M	319.93K	+38.87%
Jun 30, 2026	LANSING STREET ADVISORS	0.28%	40.65K	979.67K	40.65K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.17%	24.7K	595.2K	-22.58K	-47.76%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	1%	145.27K	3.5M	143.05K	+6,455.32%
Jun 30, 2026	PARK EDGE ADVISORS, LLC	0.27%	39.51K	952.24K	5.15K	+14.99%
Jun 30, 2026	BULLTICK WEALTH MANAGEMENT, LLC	0.09%	13.12K	316.19K	0	0
Jun 30, 2026		0.1%	14.58K	351.31K	0	0
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.14%	20.4K	491.64K	-363.36K	-94.68%
Jun 30, 2026	IMC-CHICAGO, LLC	0.14%	20.94K	504.61K	-3.68K	-14.95%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.15%	21.14K	509.35K	21.14K	+100.00%
Jun 30, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.15%	21.4K	515.74K	-500	-2.28%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.34%	49.3K	1.19M	23.37K	+90.14%
Jun 30, 2026	BELVEDERE TRADING LLC	0.63%	92.03K	2.22M	83.12K	+932.66%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	1.68K	40.56K	1.05K	+167.14%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.02%	2.42K	58.39K	2.42K	+100.00%
Jun 30, 2026	CORNERSTONE PLANNING GROUP LLC	0.02%	2.96K	73.8K	-1	-0.03%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.02%	3.29K	79.36K	729	+28.43%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.03%	4.06K	97.75K	0	0
Jun 30, 2026	PICTON MAHONEY ASSET MANAGEMENT	0.03%	4.83K	116.4K	0	0
Jun 30, 2026	WESTEND ADVISORS, LLC	0.03%	4.87K	117.32K	-588	-10.78%
Jun 30, 2026	US BANCORP \DE\	0.04%	5.6K	134.96K	-1.15K	-17.04%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	5.79K	139.62K	2.33K	+67.38%
Jun 30, 2026	SOUTHSTATE CORP	0.04%	5.81K	139.93K	5.81K	+100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.04%	6.11K	147.2K	-3.18K	-34.21%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.05%	7.88K	189.88K	0	0
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	8.35K	201.19K	-115.64K	-93.27%
Jun 30, 2026	CREATIVE PLANNING	0.07%	10.28K	247.65K	10.28K	+100.00%
Jun 30, 2026	M HOLDINGS SECURITIES, INC.	0.07%	10.6K	272K	0	0
Jun 30, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.11%	16K	385.6K	-4.4K	-21.57%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	19.36K	466.61K	-13.28K	-40.69%
Jun 30, 2026	GENTRUST, LLC	0.84%	122.36K	2.95M	0	0
Jun 30, 2026	SOLSTEIN CAPITAL, LLC	1.1%	158.89K	3.83M	33.02K	+26.24%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.17%	168.99K	4.07M	-62.72K	-27.07%
Jun 30, 2026	LPL FINANCIAL LLC	1.21%	175.89K	4.24M	3.16K	+1.83%
Jun 30, 2026	SCOTIA CAPITAL INC.	1.69%	244.33K	5.89M	6.35K	+2.67%
Jun 30, 2026	MORGAN STANLEY	2.02%	293.09K	7.06M	142.62K	+94.78%
Jun 30, 2026	UBS GROUP AG	3%	435.14K	10.49M	191.58K	+78.66%
Jun 30, 2026	AMERICAN STATE BANK (IOWA)	0.1%	14.58K	351.31K	0	0
Jun 30, 2026	EXIT WEALTH ADVISORS, LLC.	0.21%	30.46K	734.06K	-14.92K	-32.88%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.2%	28.85K	695.24K	-1.94K	-6.29%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	33.25K	801.3K	23.76K	+250.28%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.08%	12.41K	291.54K	606	+5.14%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.08%	12.5K	293.75K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.14%	20K	546.4K	20K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.36%	53.7K	1.26M	53.7K	+100.00%
Mar 31, 2026	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.53%	77.51K	1.82M	-252.97K	-76.55%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.03%	4.06K	95.32K	0	0
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, LLC	0.19%	28.68K	674.04K	10.83K	+60.70%
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.2%	29.18K	685.68K	-2.16K	-6.89%
Mar 31, 2026	CAMELOT TECHNOLOGY ADVISORS, INC.	0.2%	29.74K	698.84K	-928	-3.03%
Mar 31, 2026	ROYAL BANK OF CANADA	0.25%	36.61K	860K	14.83K	+68.10%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.02%	126.39K	2.97M	67.63K	+115.10%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.6%	383.29K	9.01M	158.72K	+70.68%
Mar 31, 2026	TOROSO INVESTMENTS, LLC	0.1%	15.2K	357.2K	15.2K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	32.64K	767.12K	-12.85K	-28.24%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.02%	2.56K	60.25K	2.56K	+100.00%
Mar 31, 2026	GROUP ONE TRADING, L.P.	0.02%	2.57K	60.49K	2.43K	+1,725.53%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0.02%	2.96K	74.15K	1	+0.03%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	3.46K	81.34K	3.22K	+1,354.20%
Mar 31, 2026	PICTON MAHONEY ASSET MANAGEMENT	0.04%	4.83K	113.51K	0	0
Mar 31, 2026	WESTEND ADVISORS, LLC	0.04%	5.46K	128.22K	335	+6.54%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.09%	12.55K	294.9K	12.55K	+100.00%
Mar 31, 2026	MARINER, LLC	0.21%	31.41K	738.07K	31.41K	+100.00%
Mar 31, 2026	BELVEDERE TRADING LLC	0.07%	8.91K	209.43K	8.91K	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	9.28K	218.17K	9.28K	+100.00%
Mar 31, 2026	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.18%	21.9K	514.65K	100	+0.46%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.15%	22.19K	521.37K	680	+3.16%
Mar 31, 2026	IMC-CHICAGO, LLC	0.17%	24.62K	578.55K	24.62K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.18%	25.93K	609.4K	-4.64K	-15.17%
Mar 31, 2026	PARK EDGE ADVISORS, LLC	0.23%	34.36K	807.51K	34.36K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.27%	40.27K	946.4K	40.27K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.32%	47.27K	1.11M	21.76K	+85.32%
Mar 31, 2026	JANE STREET GROUP, LLC	0.34%	50.52K	1.19M	50.52K	+100.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.35%	51.37K	1.21M	51.37K	+100.00%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.4%	59.17K	1.4M	-3.3K	-5.28%
Mar 31, 2026	LEO WEALTH, LLC	0.42%	61.89K	1.45M	2.45K	+4.12%
Mar 31, 2026	RISK PARADIGM GROUP, LLC	0.58%	85.2K	2M	2.2K	+2.66%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.58%	85.29K	2M	7.86K	+10.15%
Mar 31, 2026	DAIWA SECURITIES GROUP INC.	0.64%	94.8K	2.23M	31.1K	+48.82%
Mar 31, 2026	GENTRUST, LLC	0.83%	122.36K	2.88M	0	0
Mar 31, 2026	SOLSTEIN CAPITAL, LLC	0.85%	125.87K	2.96M	29.39K	+30.46%
Mar 31, 2026	MORGAN STANLEY	1.02%	150.47K	3.54M	67.65K	+81.68%
Mar 31, 2026	LPL FINANCIAL LLC	1.17%	172.73K	4.06M	50.76K	+41.62%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	1.5K	35.25K	1.5K	+100.00%
Mar 31, 2026	COOPER INVESTORS PTY LTD	0.12%	17.49K	410.9K	8.21K	+88.58%
Mar 31, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.14%	20.4K	479.4K	-1.7K	-7.69%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.57%	231.7K	5.45M	-14.34K	-5.83%
Mar 31, 2026	M HOLDINGS SECURITIES, INC.	0.09%	10.6K	250K	0	0
Mar 31, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	2.95%	434.84K	10.22M	434.84K	+100.00%
Mar 31, 2026	SIMPLEX TRADING, LLC	0.08%	11.24K	264.19K	11.24K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.08%	11.9K	287.74K	11.9K	+100.00%
Mar 31, 2026	BULLTICK WEALTH MANAGEMENT, LLC	0.09%	13.12K	308.32K	13.12K	+100.00%
Mar 31, 2026		0.1%	14.58K	342.56K	427	+3.02%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.21%	30.78K	723.4K	30.78K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.23%	33.85K	795.48K	2.1K	+6.61%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	38.6K	907.1K	38.6K	+100.00%
Mar 31, 2026	SCOTIA CAPITAL INC.	1.61%	237.99K	5.59M	237.99K	+100.00%
Mar 31, 2026	UBS GROUP AG	1.65%	243.56K	5.72M	223.07K	+1,088.84%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	5.58%	823.05K	19.34M	382.57K	+86.85%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.04%	5.2K	119.29K	0	0
Dec 31, 2025	BARCLAYS PLC	0.04%	5.51K	126.29K	5.51K	+100.00%
Dec 31, 2025	WESTEND ADVISORS, LLC	0.04%	5.12K	117.48K	-236	-4.41%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	7.68K	176.2K	1.08K	+16.40%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.46%	58.76K	1.35M	24.43K	+71.17%
Dec 31, 2025	RISK PARADIGM GROUP, LLC	0.65%	82.99K	1.9M	82.99K	+100.00%
Dec 31, 2025	M HOLDINGS SECURITIES, INC.	0.09%	10.6K	243K	10.6K	+100.00%
Dec 31, 2025		0.09%	10.68K	244.95K	10.68K	+100.00%
Dec 31, 2025	IGNITE PLANNERS, LLC	0.1%	11.8K	283.2K	-7.23K	-37.99%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.11%	12.5K	286.75K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.13%	16.3K	373.85K	16.3K	+100.00%
Dec 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0.15%	17.85K	409.45K	17.85K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.17%	21.78K	500K	-9.32K	-29.98%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	8.34K	191.27K	7.36K	+755.18%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	1.72K	39.37K	0	0
Dec 31, 2025	UBS GROUP AG	0.16%	20.49K	469.97K	13.85K	+208.54%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.49%	62.47K	1.43M	-870	-1.37%
Dec 31, 2025	DAIWA SECURITIES GROUP INC.	0.52%	63.7K	1.46M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.99%	121.97K	2.8M	22.36K	+22.45%
Dec 31, 2025	CWM, LLC	0%	441	10K	-139	-23.97%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	475	10.89K	475	+100.00%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.17%	21.51K	493.35K	21.51K	+100.00%
Dec 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.19%	22.1K	508.52K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	25.51K	585.2K	-6.92K	-21.33%
Dec 31, 2025	PINES WEALTH MANAGEMENT, LLC	0.23%	26.63K	610.98K	22	+0.08%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.25%	30.56K	701.21K	-6.37K	-17.24%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	31.75K	728.39K	15.16K	+91.38%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2%	246.04K	5.64M	2.04K	+0.84%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.25%	31.34K	718.85K	0	0
Dec 31, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.26%	30.67K	703.48K	-289	-0.93%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.69%	330.48K	7.58M	23.89K	+7.79%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.36%	45.49K	1.04M	7.31K	+19.15%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.61%	77.9K	1.79M	55.04K	+240.68%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	358	8.21K	0	0
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.19%	21.8K	500.09K	-6.6K	-23.24%
Dec 31, 2025	ASSETMARK, INC	0%	0	-	-1.01K	-100.00%
Dec 31, 2025	ARCHER INVESTMENT CORP	0%	56	1.28K	2	+3.70%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	84	1.93K	-835	-90.86%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	300	6.88K	0	0
Dec 31, 2025	MCILRATH & ECK, LLC	0%	290	6.65K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.47%	440.49K	10.1M	146.42K	+49.79%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	630	14.45K	284	+82.08%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.01%	995	23K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.03%	4.06K	93.05K	4.06K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	4.49K	103.03K	4.49K	+100.00%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	100	2.29K	0	0
Dec 31, 2025	MOTIV8 INVESTMENTS LLC	0%	127	3K	127	+100.00%
Dec 31, 2025	GROUP ONE TRADING, L.P.	0%	141	3.24K	41	+41.00%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	240	5.7K	240	+100.00%
Dec 31, 2025	SOLSTEIN CAPITAL, LLC	0.78%	96.48K	2.21M	20.19K	+26.46%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.77%	224.57K	5.15M	87.5K	+63.84%
Dec 31, 2025	LEO WEALTH, LLC	0.51%	59.45K	1.36M	59.45K	+100.00%
Dec 31, 2025	GENTRUST, LLC	1.04%	122.36K	2.81M	-9.22K	-7.00%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.63%	77.43K	1.78M	-1.82K	-2.30%
Dec 31, 2025	MORGAN STANLEY	0.65%	82.82K	1.9M	8.97K	+12.15%
Dec 31, 2025	COOPER INVESTORS PTY LTD	0.08%	9.27K	212.7K	9.27K	+100.00%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	1.21K	27.69K	215	+21.67%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.5K	34.41K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.5K	34.41K	0	0
Dec 31, 2025	DV TRADING LLC	0.02%	2.2K	50.47K	2.2K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	2.24K	51.43K	-13.05K	-85.34%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.03%	2.96K	72.73K	76	+2.64%
Dec 31, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.04%	4.83K	110.8K	-8K	-62.35%
Sep 30, 2025	PINES WEALTH MANAGEMENT, LLC	0.44%	26.61K	546.61K	-3.36K	-11.20%
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.02%	992	20.38K	150	+17.81%
Sep 30, 2025	CWM, LLC	0.01%	580	12K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	975	20.03K	-110	-10.14%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.26%	137.06K	2.82M	-3.21K	-2.29%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.85%	294.07K	6.04M	133.31K	+82.93%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-52	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-2.34K	-100.00%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	0	-	-200	-100.00%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	0	-	-422	-100.00%
Sep 30, 2025	SIERRA OCEAN, LLC	0%	0	-	-1.4K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	4.02%	244K	5.01M	0	0
Sep 30, 2025	GENTRUST, LLC	2.17%	131.58K	2.7M	2.9K	+2.25%
Sep 30, 2025	CITADEL ADVISORS LLC	0.17%	10.4K	213.62K	10.4K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.11%	6.64K	136.39K	-15.93K	-70.58%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	6.6K	133.55K	6.43K	+3,851.50%
Sep 30, 2025	LPL FINANCIAL LLC	1.64%	99.6K	2.05M	74	+0.07%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	1.31%	79.25K	1.63M	-223	-0.28%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.5K	30.81K	0	0
Sep 30, 2025	ASSETMARK, INC	0.02%	1.01K	20.64K	690	+219.05%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	963	19.78K	963	+100.00%
Sep 30, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.21%	12.83K	264K	20	+0.16%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.21%	12.5K	269.88K	0	0
Sep 30, 2025	WESTEND ADVISORS, LLC	0.09%	5.36K	110.03K	5.36K	+100.00%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.09%	5.2K	106.81K	2.6K	+100.00%
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.05%	2.88K	62.59K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	1.72K	35.25K	1.27K	+284.75%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.5K	30.81K	1.5K	+100.00%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.02%	995	20K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	919	18.88K	0	0
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	5.05%	306.6K	6.3M	-28.84K	-8.60%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.46%	88.74K	1.82M	77.83K	+713.64%
Sep 30, 2025	MORGAN STANLEY	1.22%	73.85K	1.52M	-8.58K	-10.40%
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	1.05%	63.7K	1.31M	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	34.33K	706.53K	-52.5K	-60.47%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	31.11K	640K	-7.68K	-19.81%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.31%	19.03K	390.86K	494	+2.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	16.59K	340.78K	-5.12K	-23.56%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	15.29K	302.21K	-1.8K	-10.51%
Sep 30, 2025	CAITLIN JOHN, LLC	0%	120	2.46K	120	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	100	2.05K	-200	-66.67%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	100	2.05K	0	0
Sep 30, 2025	ARCHER INVESTMENT CORP	0%	54	1.12K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	10	205	10	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	234	4.81K	234	+100.00%
Sep 30, 2025	SOLSTEIN CAPITAL, LLC	1.26%	76.29K	1.57M	32.47K	+74.08%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	1.04%	63.34K	1.3M	2.5K	+4.11%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.76%	46.36K	952.13K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.63%	38.18K	784.22K	37.28K	+4,161.16%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.61%	36.93K	758.62K	9.59K	+35.08%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.57%	34.76K	713.91K	-6.7K	-16.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	32.43K	666.08K	-3.95K	-10.85%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.52%	31.34K	643.64K	0	0
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.47%	28.4K	583.34K	-9.5K	-25.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	22.87K	469.67K	22.87K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	358	7.35K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	346	7.11K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	300	6.16K	300	+100.00%
Sep 30, 2025	MCILRATH & ECK, LLC	0%	290	5.96K	0	0
Sep 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.51%	30.96K	635.82K	0	0
Sep 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.36%	22.1K	456.59K	-3.79K	-14.65%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-39	-100.00%
Jun 30, 2025	WESTEND ADVISORS, LLC	0%	0	-	-5.59K	-100.00%
Jun 30, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.12%	12.81K	248K	0	0
Jun 30, 2025	IGNITE PLANNERS, LLC	0.17%	18.54K	363.84K	2.62K	+16.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	21.71K	420.45K	21.71K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.82%	86.83K	1.68M	25.38K	+41.30%
Jun 30, 2025	LPL FINANCIAL LLC	0.94%	99.53K	1.93M	6.36K	+6.83%
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	300	5.81K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	446	8.64K	0	0
Jun 30, 2025	CWM, LLC	0.01%	580	11K	-3	-0.51%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	896	17.36K	146	+19.47%
Jun 30, 2025		0.01%	1.4K	27.12K	1.4K	+100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	2.34K	45.38K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	14.7K	284.74M	13.6K	+1,236.36%
Jun 30, 2025	ROYAL BANK OF CANADA	0.37%	38.79K	751K	-47.96K	-55.28%
Jun 30, 2025	SOLSTEIN CAPITAL, LLC	0.41%	43.83K	848.93K	32.12K	+274.37%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.44%	46.36K	897.9K	46.36K	+100.00%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.57%	60.84K	1.18M	-16.67K	-21.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.32%	140.27K	2.72M	14.68K	+11.69%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.52%	160.76K	3.11M	-73.63K	-31.41%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	2.3%	244K	4.73M	0	0
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.16%	335.43K	6.5M	314.71K	+1,518.49%
Jun 30, 2025	MORGAN STANLEY	0.78%	82.42K	1.6B	-1.45K	-1.73%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.75%	79.47K	1.54M	-1.34K	-1.66%
Jun 30, 2025	GENTRUST, LLC	1.21%	128.68K	2.49M	-8.35K	-6.09%
Jun 30, 2025	AUTUMN GLORY PARTNERS, LLC	0%	0	-	-20K	-100.00%
Jun 30, 2025	MGO ONE SEVEN LLC	0%	0	-	-13.73K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-10	-100.00%
Jun 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0%	0	-	-30.98K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-53.31K	-100.00%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.01%	995	19K	0	0
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.12%	12.5K	244.5K	0	0
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.1%	10.91K	211.25K	10.91K	+100.00%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.09%	10K	194.1K	10K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	167	3.24K	167	+100.00%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	100	1.94K	0	0
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	54	1.05K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	52	1.01K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	0	-	-795	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	3.21K	62.09K	3.21K	+100.00%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.03%	2.88K	55.38K	0	0
Jun 30, 2025	ANCORA ADVISORS, LLC	0.02%	2.6K	50.36K	2.54K	+4,026.98%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.5K	29.06K	1.5K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.09K	21.02K	0	0
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.6%	63.7K	1.23M	0	0
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.3%	31.34K	606.98K	0	0
Jun 30, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.29%	30.96K	599.6K	-4.59K	-12.91%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	17.08K	330.87K	-1.58K	-8.46%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.22%	22.85K	443K	-24.99K	-52.23%
Jun 30, 2025	UBS GROUP AG	0.21%	22.57K	437.22K	-219.38K	-90.67%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	20K	387.4K	9.7K	+94.17%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	919	17.8K	0	0
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	842	16.31K	315	+59.77%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	422	8.17K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	358	6.93K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	315	6.1K	315	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.26%	27.34K	529.63K	1.8K	+7.04%
Jun 30, 2025	PINES WEALTH MANAGEMENT, LLC	0.28%	29.97K	581.4K	-20.46K	-40.57%
Jun 30, 2025	SIERRA OCEAN, LLC	0.01%	1.4K	27.12K	1.4K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	346	6.7K	346	+100.00%
Jun 30, 2025	MCILRATH & ECK, LLC	0%	290	5.62K	0	0
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	200	3.87K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.36%	37.9K	734.12K	6.7K	+21.47%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.34%	36.37K	704.57K	-20.03K	-35.52%
Jun 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.24%	25.89K	500.51K	0	0
Jun 30, 2025	WT WEALTH MANAGEMENT	0.39%	41.45K	802.95K	9.4K	+29.31%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	56.41K	1.08M	-24.18K	-30.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	10.3K	197.66K	10.3K	+100.00%
Mar 31, 2025	SOLSTEIN CAPITAL, LLC	0.11%	11.71K	224.66K	5.09K	+76.82%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.24%	25.54K	490.2K	25.54K	+100.00%
Mar 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.29%	31.2K	601.85K	200	+0.65%
Mar 31, 2025	CAMELOT TECHNOLOGY ADVISORS, INC.	0.34%	35.54K	682.09K	-769	-2.12%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.45%	47.84K	918K	47.84K	+100.00%
Mar 31, 2025	GENTRUST, LLC	1.29%	137.03K	2.63M	15K	+12.29%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.12%	12.5K	239.88K	12.5K	+100.00%
Mar 31, 2025	PICTON MAHONEY ASSET MANAGEMENT	0.12%	12.81K	246K	0	0
Mar 31, 2025	MCILRATH & ECK, LLC	0%	290	5.57K	0	0
Mar 31, 2025	GROUP ONE TRADING, L.P.	0%	300	5.76K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	358	6.87K	-2.49K	-87.42%
Mar 31, 2025	CWM, LLC	0.01%	583	11K	0	0
Mar 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.3%	31.34K	601.34K	0	0
Mar 31, 2025	WT WEALTH MANAGEMENT	0.3%	32.06K	615.16K	10.19K	+46.63%
Mar 31, 2025	MORGAN STANLEY	0.79%	83.87K	1.61M	3.19K	+3.95%
Mar 31, 2025	ROYAL BANK OF CANADA	0.82%	86.75K	1.66M	46.33K	+114.62%
Mar 31, 2025	LPL FINANCIAL LLC	0.88%	93.17K	1.79M	2.92K	+3.23%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.18%	125.59K	2.41M	-28.47K	-18.48%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	2.3%	244K	4.68M	-25.3K	-9.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.21%	234.39K	4.5M	-4.1K	-1.72%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	795	15.26K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.09K	20.82K	-494	-31.29%
Mar 31, 2025	WESTEND ADVISORS, LLC	0.05%	5.59K	107.2K	260	+4.88%
Mar 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.24%	25.89K	467.63K	0	0
Mar 31, 2025	BEACON CAPITAL MANAGEMENT, LLC	0%	422	8.1K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	446	8.56K	0	0
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	527	10.11K	-20	-3.66%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.01%	995	19K	-1.39K	-58.26%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	2.34K	44.96K	-615	-20.79%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.03%	2.88K	52.73K	0	0
Mar 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.29%	30.98K	594.47K	3.95K	+14.60%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	0.6%	63.7K	1.22M	4.4K	+7.42%
Mar 31, 2025		0.48%	50.43K	868.91K	652	+1.31%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.73%	77.51K	1.49M	13.81K	+21.68%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	750	14.39K	-139	-15.64%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	919	17.64K	0	0
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.76%	80.81K	1.55M	80.81K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.2%	20.73K	397.71K	0	0
Mar 31, 2025	UBS GROUP AG	2.28%	241.95K	4.64M	235.41K	+3,594.52%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.58%	61.45K	1.18M	-11.17K	-15.38%
Mar 31, 2025	AUTUMN GLORY PARTNERS, LLC	0.19%	20K	383.8K	5K	+33.33%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	18.66K	358.08K	-8.4K	-31.04%
Mar 31, 2025	IGNITE PLANNERS, LLC	0.15%	15.92K	286.25K	3.73K	+30.62%
Mar 31, 2025	MGO ONE SEVEN LLC	0.13%	13.73K	263.38K	13.73K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.01%	1.1K	21.11K	-100	-8.33%
Mar 31, 2025	JANE STREET GROUP, LLC	0.5%	53.31K	1.02M	22.66K	+73.93%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	11.79K	212K	11.79K	+100.00%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.12%	12.25K	220.08K	12.25K	+100.00%
Mar 31, 2024	DAVIS INVESTMENT PARTNERS, LLC	0.15%	15.4K	298.3K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.24%	25.02K	449.36K	6.79K	+37.25%
Mar 31, 2024	APEIRON RIA LLC	0.24%	25.43K	456.72K	-2.95K	-10.38%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	446	8.01K	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.24K	-100.00%
Mar 31, 2024	SCOTIA CAPITAL INC.	0%	0	-	-29.71K	-100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	0	-	-24.79K	-100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-14K	-100.00%
Mar 31, 2024	GHP INVESTMENT ADVISORS, INC.	0%	0	-	-133	-100.00%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	100	1.8K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	150	2.69K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	200	3.59K	-200	-50.00%
Mar 31, 2024	MCILRATH & ECK, LLC	0%	290	5.21K	0	0
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	330	5.93K	330	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.25%	26.96K	484.12K	-3.94K	-12.74%
Mar 31, 2024	THORNBURG INVESTMENT MANAGEMENT INC	0.32%	34.41K	618.04K	0	0
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.34%	36.2K	650.15K	8.2K	+29.29%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.45%	47.76K	857.73K	25	+0.05%
Mar 31, 2024	CAMELOT TECHNOLOGY ADVISORS, INC.	0.47%	49.6K	890.83K	2.97K	+6.36%
Mar 31, 2024	COPPELL ADVISORY SOLUTIONS CORP.	0.51%	53.55K	961.81K	53.55K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.52%	55.23K	991.9K	-73.19K	-56.99%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.53%	56.14K	1.08M	56.14K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.73%	77.15K	1.39M	-4.6K	-5.62%
Mar 31, 2024	GLENORCHY CAPITAL LTD	0.74%	78.03K	1.4M	5.58K	+7.70%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.52%	267.24K	4.8M	122.09K	+84.11%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	0.53%	55.8K	1M	7.6K	+15.77%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.53%	56.43K	1.15M	56.43K	+100.00%
Mar 31, 2024	LAKE STREET ADVISORS GROUP, LLC	0.87%	91.91K	1.65M	0	0
Mar 31, 2024	GENTRUST, LLC	1.08%	114.03K	2.05M	-8.31K	-6.79%
Mar 31, 2024	LPL FINANCIAL LLC	1.37%	145.57K	2.61M	-28.78K	-16.51%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.83%	193.69K	3.48M	-20.55K	-9.59%
Mar 31, 2024	INVESCO LTD.	7.77%	823.7K	14.79M	-2.9K	-0.35%
Mar 31, 2024	COMERICA BANK	0.02%	1.94K	34.84K	-911	-31.95%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.02%	2.01K	36.08K	-366	-15.41%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.02%	2.38K	43K	0	0
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	0.03%	2.76K	55.98K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	15.94K	286.34K	1.8K	+12.69%
Mar 31, 2024	PICTON MAHONEY ASSET MANAGEMENT	0.16%	16.78K	301K	-2.14K	-11.31%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	17.34K	311.48K	17.34K	+100.00%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.17%	18.15K	326K	18.15K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.2%	20.82K	373.87K	-780	-3.61%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.21%	21.93K	397.88K	-36.64K	-62.55%
Mar 31, 2024	ROYAL BANK OF CANADA	0.23%	24.09K	432K	-1.06K	-4.21%
Mar 31, 2024	BELVEDERE TRADING LLC	0.15%	15.81K	283.89K	-500	-3.07%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	795	16.16K	-3.1K	-79.59%
Mar 31, 2024	CWM, LLC	0.01%	943	17K	-5.49K	-85.34%
Mar 31, 2024	CITIGROUP INC	0.01%	1.5K	26.91K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.5K	26.94K	0	0
Mar 31, 2024	WESTEND ADVISORS, LLC	0.02%	1.63K	29.24K	162	+11.05%
Mar 31, 2024	U S GLOBAL INVESTORS INC	0.05%	5.4K	96.98K	5.4K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.05%	5.7K	102.37K	4.9K	+612.50%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.05%	5.72K	102.77K	1.26K	+28.35%
Mar 31, 2024	UBS GROUP AG	0.08%	8.48K	152.25K	583	+7.39%
Mar 31, 2024	JPMORGAN CHASE & CO	0.09%	9.62K	172.69K	-36.45K	-79.13%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.1%	10.62K	190.75K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	10.77K	193.34K	-73.72K	-87.26%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	10	180	0	0
Mar 31, 2024	ARCHER INVESTMENT CORP	0%	52	931	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.01%	800	14.64K	800	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	919	16.82K	835	+994.05%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	1.24K	22.66K	1.24K	+100.00%
Dec 31, 2023	WESTEND ADVISORS, LLC	0.01%	1.47K	26.83K	-51	-3.36%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.5K	26.13K	-4.66K	-75.67%
Dec 31, 2023	CITIGROUP INC	0.01%	1.5K	27.45K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.02%	2.38K	43.46K	-789	-24.94%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.02%	2.38K	44K	2.38K	+100.00%
Dec 31, 2023	CORNERSTONE PLANNING GROUP LLC	0.03%	2.76K	50.41K	188	+7.32%
Dec 31, 2023	COMERICA BANK	0.03%	2.85K	52.17K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.04%	3.9K	70.03K	3.1K	+389.94%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.04%	4.46K	85K	0	0
Dec 31, 2023	CWM, LLC	0.06%	6.43K	118K	4.47K	+228.00%
Dec 31, 2023	COPPELL ADVISORY SOLUTIONS LLC	0.07%	7.28K	133.19K	7.28K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.07%	7.89K	144.46K	-98.56K	-92.58%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.37%	145.15K	2.66M	-81.32K	-35.91%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.1%	10.62K	194.36K	10.62K	+100.00%
Dec 31, 2023		0.11%	12.03K	220.07K	12.03K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.13%	14K	256.16K	14K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.13%	14.15K	258.91K	1.85K	+15.06%
Dec 31, 2023	DAVIS INVESTMENT PARTNERS, LLC	0.15%	15.4K	272.43K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.17%	18.23K	333.61K	18.23K	+100.00%
Dec 31, 2023	PICTON MAHONEY ASSET MANAGEMENT	0.18%	18.92K	346K	5.8K	+44.21%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.2%	21.6K	395.22K	-52.04K	-70.67%
Dec 31, 2023	BELVEDERE TRADING LLC	0.15%	16.31K	298.42K	16.31K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.23%	24.79K	453.57K	-651	-2.56%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.39%	41.59K	739.46K	4.36K	+11.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	25.15K	460K	-2.05K	-7.54%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.26%	28K	512.4K	-5K	-15.15%
Dec 31, 2023	APEIRON RIA LLC	0.27%	28.38K	519.26K	2.64K	+10.26%
Dec 31, 2023	SCOTIA CAPITAL INC.	0.28%	29.71K	543.68K	374	+1.27%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.29%	30.89K	565.33K	-9.96K	-24.38%
Dec 31, 2023	THORNBURG INVESTMENT MANAGEMENT INC	0.32%	34.41K	629.74K	0	0
Dec 31, 2023	PRELUDE CAPITAL MANAGEMENT, LLC	0.38%	40K	732K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.42%	150.63K	7.35M	150.63K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	1.64%	174.35K	3.19M	-12.45K	-6.66%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	2.02%	214.24K	3.92M	4.76K	+2.27%
Dec 31, 2023	INVESCO LTD.	7.8%	826.6K	15.13M	-46.2K	-5.29%
Dec 31, 2023	BEACON CAPITAL MANAGEMENT, LLC	0%	403	7.72K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	446	8.16K	0	0
Dec 31, 2023	MORGAN STANLEY	0.77%	81.75K	1.5M	-6.5K	-7.37%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.55%	58.57K	1.08M	56.57K	+2,828.50%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	0.45%	48.2K	882K	-400	-0.82%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.45%	47.73K	873.5K	-14.74K	-23.60%
Dec 31, 2023	JPMORGAN CHASE & CO	0.43%	46.06K	842.93K	-5.16K	-10.07%
Dec 31, 2023	GENTRUST, LLC	1.15%	122.34K	2.24M	10.2K	+9.10%
Dec 31, 2023	JANE STREET GROUP, LLC	1.21%	128.42K	2.35M	11.83K	+10.15%

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