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

Who are the major shareholders selling Allianzim U.S. Large Cap Buffer10 Dec ETF stock?

KESTRA ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in DECT by -53.46% restricting it's holding to 7.57 thousand shares of worth nearly $297.34K. WEALTHPLAN PARTNERS, LLC also lessened -20.14% of the DECT shares from its portfolio, reducing its holding to 14.3 thousand shares of worth $561.50K. ELEVATED CAPITAL ADVISORS, LLC also shunned DECT shares holding by -1.94% last quarter which brought its holding to 2.98 thousand shares worth $117.00K.

Investors who are buying DECT stock?

As per its latest 13F filing, GRANTVEST FINANCIAL GROUP LLC increased its stake in DECT by 100% in the last quarter. The institutional holder raised its holding to 5.4 thousand shares having worth more than $211.82K. DAVENPORT & CO LLC also added 100% more shares of DECT to its portfolio, raising its holding to 5.35 thousand shares of worth $210.06K. MOSLEY WEALTH MANAGEMENT also increased its DECT shares holding by 100% which brought its holding to 3.9 thousand shares worth $153.01K.

DECT's major insiders: who are they?

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

Did an insider recently sell DECT stock?

Company executives, directors, and other insiders own N/A percent of Allianzim U.S. Large Cap Buffer10 Dec ETF's stock. Within the last six months, there have been 0 transaction(s) in which DECT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DECT stock?

There have been 0 transaction(s) during the past 6-months in which Allianzim U.S. Large Cap Buffer10 Dec ETF insiders have bought stock, totalling 0 shares

How much of DECT does insiders own?

Around 0 Allianzim U.S. Large Cap Buffer10 Dec ETF shares are held by insiders, which represents about N/A of DECT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DECT?

KESTRA ADVISORY SERVICES, LLC is the largest institutional owner in DECT which holds 7.57 thousand shares worth $297.34K or 0.24% of the total DECT shares outstanding followed by SANCTUARY ADVISORS, LLC with ownership of 12.29 thousand shares representing 0.39% of the DECT ownership. WEALTHPLAN PARTNERS, LLC is the third largest stakeholder with 14.3 thousand shares or 0.45% of the ownership worth more than $561.50K.

Is Allianzim U.S. Large Cap Buffer10 Dec 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 DECT is concerned, it is a stock which is not optionable.

Is there a short position on DECT's shares?

Number of DECT 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 DECT shares are there?

As of today, null shares of DECT are outstanding.

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

DECT 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 DECT is null.

Allianzim US Large Cap Buffer10 Dec ETF (DECT) 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. KESTRA ADVISORY SERVICES, LLC is the top corporate investor, holding 7.57K shares valued at $297.34K. A 0.24% stake in Allianzim U.S. Large Cap Buffer10 Dec ETF is owned by the company. SANCTUARY ADVISORS, LLC owns 12.29K shares valued at $482.54K, which translates its holding of 0.39% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	7.57K	297.34K	-8.7K	-53.46%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.39%	12.29K	482.54K	0	0
Jun 30, 2026	WEALTHPLAN PARTNERS, LLC	0.45%	14.3K	561.5K	-3.61K	-20.14%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.09%	2.98K	117K	-59	-1.94%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.53%	79.91K	3.14M	-786	-0.97%
Jun 30, 2026	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-14.3K	-100.00%
Jun 30, 2026	GOLDEN RESERVE RETIREMENT LLC	0%	0	-	-31.98K	-100.00%
Jun 30, 2026	GRANTVEST FINANCIAL GROUP LLC	0.17%	5.4K	211.82K	5.4K	+100.00%
Jun 30, 2026	CSENGE ADVISORY GROUP	0.5%	15.83K	621.49K	-6.19K	-28.11%
Jun 30, 2026	DAVENPORT & CO LLC	0.17%	5.35K	210.06K	5.35K	+100.00%
Jun 30, 2026	MOSLEY WEALTH MANAGEMENT	0.12%	3.9K	153.01K	3.9K	+100.00%
Jun 30, 2026	SMART WEALTH LLC	2.75%	86.73K	3.41M	-17.1K	-16.47%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.94%	92.83K	3.64M	-274	-0.29%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0.07%	2.11K	82.69K	-20	-0.94%
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0.18%	5.78K	226.94K	5.78K	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	46.75%	1.48M	57.97M	-17.21K	-1.15%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	1.42%	44.73K	1.76M	0	0
Jun 30, 2026	FSR WEALTH MANAGEMENT LTD.	3.16%	99.73K	3.92M	-5.32K	-5.06%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.02%	734	29.49K	734	+100.00%
Jun 30, 2026	MONTGOMERY FINANCIAL SERVICES LLC	0%	73	2.87K	73	+100.00%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.04%	1.38K	54.22K	200	+16.93%
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	298	11.64K	298	+100.00%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.05%	1.46K	57.31K	0	0
Jun 30, 2026	FSA ADVISORS, INC.	0.96%	30.44K	1.2M	155	+0.51%
Jun 30, 2026	FAMILY WEALTH GROUP, LLC	3.53%	111.57K	4.38M	12.69K	+12.83%
Jun 30, 2026	CITADEL ADVISORS LLC	0.55%	17.28K	678.62K	6.76K	+64.17%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.81%	25.44K	998.69K	-23.17K	-47.67%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	97	3.81K	-22	-18.49%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.23%	7.18K	281.99K	-2.69K	-27.27%
Jun 30, 2026	NBC SECURITIES, INC.	0.02%	500	19.63K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	255	10.01K	255	+100.00%
Jun 30, 2026	NVEST FINANCIAL, LLC	0.82%	26.04K	1.02M	-1.98K	-7.05%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-40	-100.00%
Jun 30, 2026	QUEST 10 WEALTH BUILDERS, INC.	0.94%	29.58K	1.16M	986	+3.45%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.95%	30K	1.18M	27.77K	+1,247.01%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	1.14%	35.94K	1.41M	-987	-2.67%
Jun 30, 2026	ASSETMARK, INC	0.01%	160	6.28K	0	0
Jun 30, 2026	BARCLAYS PLC	0.01%	444	17.43K	444	+100.00%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	40.83K	0	0
Jun 30, 2026	IFG ADVISORY, LLC	0.06%	1.94K	76.33K	1.94K	+100.00%
Jun 30, 2026	KINGDOM FINANCIAL GROUP LLC.	0.06%	2.04K	79.9K	-192	-8.62%
Jun 30, 2026	DECKER RETIREMENT PLANNING INC.	0.07%	2.2K	86.54K	1.56K	+242.77%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.01%	157	6.16K	157	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0%	70	2.75K	0	0
Jun 30, 2026	US BANCORP \DE\	0%	0	-	-93	-100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.31%	41.53K	1.63M	-1.9K	-4.36%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.42%	44.78K	1.76M	34.29K	+327.11%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-28	-100.00%
Jun 30, 2026		0%	73	2.87K	73	+100.00%
Jun 30, 2026	RICHMOND BROTHERS, INC.	1.9%	60.11K	2.36M	60.11K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.02%	63.82K	2.51M	-1.65K	-2.52%
Jun 30, 2026	LPL FINANCIAL LLC	2.31%	73.07K	2.87M	-3.1K	-4.07%
Jun 30, 2026	ALLIANZ SE	0.16%	5K	196.32K	0	0
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0.23%	7.29K	286.19K	-1.09K	-12.97%
Mar 31, 2026	IFP ADVISORS, INC	0%	70	2.49K	20	+40.00%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	0.27%	8.38K	297.73K	-7.27K	-46.47%
Mar 31, 2026	ALLIANZ SE	0.16%	5K	177.75K	0	0
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.1%	3.04K	108.04K	3.04K	+100.00%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0.07%	2.23K	79.17K	-479	-17.70%
Mar 31, 2026	ADVISORNET FINANCIAL, INC	0.05%	1.46K	51.89K	0	0
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0.07%	2.23K	79.17K	-28.25K	-92.69%
Mar 31, 2026	GOLDEN RESERVE RETIREMENT LLC	1.01%	31.98K	1.14M	5.74K	+21.85%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	1.17%	36.93K	1.31M	-5.53K	-13.02%
Mar 31, 2026	WEALTHPLAN PARTNERS, LLC	0.57%	17.91K	636.59K	-9.46K	-34.57%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.38%	43.42K	1.54M	-210	-0.48%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	1.42%	44.73K	1.59M	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.54%	48.61K	1.73M	27.66K	+132.02%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.08%	65.47K	2.33M	-7.18K	-9.88%
Mar 31, 2026	LPL FINANCIAL LLC	2.42%	76.17K	2.71M	450	+0.59%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.56%	80.7K	2.87M	-4.82K	-5.63%
Mar 31, 2026	FAMILY WEALTH GROUP, LLC	3.14%	98.88K	3.52M	-565	-0.57%
Mar 31, 2026	SMART WEALTH LLC	3.29%	103.83K	3.69M	-13.75K	-11.69%
Mar 31, 2026	FSR WEALTH MANAGEMENT LTD.	3.33%	105.05K	3.73M	-3.3K	-3.04%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	47.36%	1.49M	53.1M	-19.4K	-1.28%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.95%	93.11K	3.31M	-9.57K	-9.32%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-4.6K	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	28	995	28	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.31%	9.88K	351.06K	-5.57K	-36.06%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	10.48K	372.71K	-4.78K	-31.32%
Mar 31, 2026	CITADEL ADVISORS LLC	0.33%	10.53K	374.27K	1.6K	+17.88%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.7%	22.02K	782.7K	-2.46K	-10.06%
Mar 31, 2026	NVEST FINANCIAL, LLC	0.89%	28.02K	995.93K	-2.77K	-8.99%
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0.91%	28.59K	1.02M	418	+1.48%
Mar 31, 2026	FSA ADVISORS, INC.	0.96%	30.29K	1.08M	1.01K	+3.46%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0%	0	-	-6.26K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-7.31K	-100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-188	-100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0.02%	500	17.78K	0	0
Mar 31, 2026	DECKER RETIREMENT PLANNING INC.	0.02%	643	22.86K	236	+57.99%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	36.97K	0	0
Mar 31, 2026		0.04%	1.18K	41.99K	1.14K	+2,524.44%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.39%	12.29K	436.91K	1.77K	+16.83%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.45%	14.3K	508.37K	14.3K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.52%	16.27K	578.44K	10.61K	+187.58%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0%	0	-	-10.2K	-100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	40	1.41K	40	+100.00%
Mar 31, 2026	US BANCORP \DE\	0%	93	3.31K	93	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	119	4.23K	0	0
Mar 31, 2026	ASSETMARK, INC	0.01%	160	5.69K	160	+100.00%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.31%	10.2K	373.93K	0	0
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.2%	6.26K	229.6K	6.26K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.14%	4.6K	168.6K	-7.67K	-62.53%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0%	0	-	-10.62K	-100.00%
Dec 31, 2025	HRT FINANCIAL LP	0%	0	-	-6.38K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-7	-100.00%
Dec 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0%	0	-	-6.88K	-100.00%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0%	0	-	-8.23K	-100.00%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	1.28%	42.45K	1.56M	-283.21K	-86.96%
Dec 31, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.88%	28.18K	1.03M	-719	-2.49%
Dec 31, 2025	GOLDEN RESERVE RETIREMENT LLC	0.82%	26.24K	962.07K	14.99K	+133.27%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.74%	24.48K	897.47K	665	+2.79%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.63%	20.95K	767.99K	6.55K	+45.48%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	1.4%	44.73K	1.64M	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	15.27K	559.62K	-6.47K	-29.77%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	500	18.33K	0	0
Dec 31, 2025		0%	45	1.65K	45	+100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-78	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	2.31%	75.72K	2.78M	-3.13K	-3.97%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.2%	72.65K	2.66M	16.38K	+29.11%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.32%	43.63K	1.6M	13.93K	+46.91%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.33%	10.52K	385.66K	10.52K	+100.00%
Dec 31, 2025	KINGDOM FINANCIAL GROUP LLC.	0.08%	2.71K	99.2K	2.71K	+100.00%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.04%	1.46K	53.51K	0	0
Dec 31, 2025	NVEST FINANCIAL, LLC	0.94%	30.78K	1.13M	11.84K	+62.46%
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0.93%	30.48K	1.12M	30.48K	+100.00%
Dec 31, 2025	LIFEWEALTH INVESTMENTS, LLC	0.49%	15.65K	573.58K	-438	-2.72%
Dec 31, 2025	CITADEL ADVISORS LLC	0.27%	8.93K	327.41K	8.93K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.11%	102.68K	3.76M	-15.75K	-13.30%
Dec 31, 2025	FAMILY WEALTH GROUP, LLC	3.11%	99.44K	3.65M	-1.05K	-1.04%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-4.18K	-100.00%
Dec 31, 2025	FSA ADVISORS, INC.	0.92%	29.27K	1.07M	-679	-2.27%
Dec 31, 2025	IFP ADVISORS, INC	0%	50	1.83K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	119	4.36K	-6	-4.80%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	188	6.89K	188	+100.00%
Dec 31, 2025	WEALTHPLAN PARTNERS, LLC	0.84%	27.37K	1M	-52.4K	-65.69%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	5.66K	207.44K	-1.33K	-19.01%
Dec 31, 2025	ALLIANZ SE	0.15%	5K	183.3K	5K	+100.00%
Dec 31, 2025	DECKER RETIREMENT PLANNING INC.	0.01%	407	14.92K	407	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.47%	15.44K	566.18K	8.38K	+118.66%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	38.13K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	45.77%	1.51M	55.47M	-38.88K	-2.51%
Dec 31, 2025	SMART WEALTH LLC	3.68%	117.58K	4.31M	117.58K	+100.00%
Dec 31, 2025	FSR WEALTH MANAGEMENT LTD.	3.39%	108.35K	3.97M	-1.81K	-1.64%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.61%	85.51K	3.13M	11.45K	+15.46%
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	7.31K	267.99K	7.31K	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	78	2.78K	78	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.37%	118.43K	4.09M	-15.54K	-11.60%
Sep 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.46%	16.08K	570.33K	-2.83K	-14.95%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.04%	1.46K	51.76K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.85%	29.7K	1.05M	2.86K	+10.65%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.41%	14.4K	510.61K	-12.15K	-45.77%
Sep 30, 2025	IFP ADVISORS, INC	0%	50	1.77K	0	0
Sep 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.14%	5K	177.3K	0	0
Sep 30, 2025	WEALTHPLAN PARTNERS, LLC	2.27%	79.77K	2.83M	73.26K	+1,125.27%
Sep 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.2%	6.88K	244.03K	-89	-1.28%
Sep 30, 2025	HRT FINANCIAL LP	0.18%	6.38K	226K	6.38K	+100.00%
Sep 30, 2025	FAMILY WEALTH GROUP, LLC	2.86%	100.49K	3.56M	8.37K	+9.09%
Sep 30, 2025	LPL FINANCIAL LLC	2.24%	78.85K	2.8M	24.17K	+44.20%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	44.18%	1.55M	55.03M	-11.31K	-0.72%
Sep 30, 2025	FSR WEALTH MANAGEMENT LTD.	3.14%	110.15K	3.91M	-2.52K	-2.23%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.62%	21.74K	770.78K	21.74K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.11%	74.06K	2.63M	18.76K	+33.92%
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.82%	28.89K	1.02M	1.04K	+3.73%
Sep 30, 2025	JPMORGAN CHASE & CO	0.35%	12.27K	435.19K	-2.87K	-18.93%
Sep 30, 2025	GOLDEN RESERVE RETIREMENT LLC	0.32%	11.25K	398.92K	11.25K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.3%	10.62K	376K	0	0
Sep 30, 2025	NVEST FINANCIAL, LLC	0.54%	18.95K	671.85K	-5.42K	-22.25%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.29%	10.2K	361.68K	0	0
Sep 30, 2025	BARCLAYS PLC	0.12%	4.18K	148.18K	-1.14K	-21.46%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	36.88K	0	0
Sep 30, 2025	NBC SECURITIES, INC.	0.01%	500	17.73K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	125	4.43K	0	0
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	9.27%	325.66K	11.55M	288.03K	+765.52%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.68%	23.82K	844.5K	138	+0.58%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.23%	8.23K	291.98K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.2%	7.06K	250.45K	-8.84K	-55.58%
Sep 30, 2025	SMART WEALTH LLC	0%	0	-	-101.43K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.6%	56.27K	2M	-42.87K	-43.24%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	1.28%	44.73K	1.59M	0	0
Sep 30, 2025	FSA ADVISORS, INC.	0.85%	29.95K	1.06M	2.59K	+9.48%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	6.99K	247.73K	-8.37K	-54.50%
Sep 30, 2025	UBS GROUP AG	0%	7	248	-993	-99.30%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	0	-	-2.01K	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.86K	-100.00%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0%	0	-	-16.09K	-100.00%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0%	0	-	-7.79K	-100.00%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.33%	10.2K	340.58K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-52.41K	-100.00%
Jun 30, 2025	STONEX GROUP INC.	0%	0	-	-14.76K	-100.00%
Jun 30, 2025		0%	0	-	-1.66K	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	50	1.67K	50	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	125	4.17K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	500	16K	0	0
Jun 30, 2025	UBS GROUP AG	0.03%	1K	33.39K	-1.26K	-55.75%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	34.73K	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.05%	1.46K	48.74K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	1.86K	61.94K	1.86K	+100.00%
Jun 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0%	0	-	-1.66K	-100.00%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0.51%	15.97K	533.21K	-897	-5.32%
Jun 30, 2025	SMART WEALTH LLC	3.27%	101.43K	3.39M	-4.26K	-4.03%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.06%	2.01K	67.08K	0	0
Jun 30, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.16%	5K	166.95K	0	0
Jun 30, 2025	WEALTHPLAN PARTNERS, LLC	0.21%	6.51K	217.37K	-113.65K	-94.58%
Jun 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.22%	6.97K	232.76K	-178	-2.49%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.25%	7.79K	260.18K	7.79K	+100.00%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.27%	8.23K	274.94K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	15.36K	512.71K	7.54K	+96.58%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.51%	15.9K	530.9K	335	+2.15%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.52%	16.09K	537.25K	16.09K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.55%	17.1K	570.87K	-75	-0.44%
Jun 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0.9%	27.86K	930.08K	2.68K	+10.64%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.2%	99.14K	3.31M	17.71K	+21.75%
Jun 30, 2025	BARCLAYS PLC	0.17%	5.32K	178K	-1.06K	-16.62%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.31%	9.73K	324.95K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.51%	15.76K	526.26M	1.24K	+8.55%
Jun 30, 2025	FSR WEALTH MANAGEMENT LTD.	3.63%	112.67K	3.76M	3.59K	+3.29%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	4.32%	133.97K	4.47M	-59.3K	-30.68%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	50.4%	1.56M	52.2M	-11.44K	-0.73%
Jun 30, 2025	MOORS & CABOT, INC.	0%	0	-	-6.56K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.49%	15.14K	505.46K	15.14K	+100.00%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.76%	23.68K	762.64K	113	+0.48%
Jun 30, 2025	NVEST FINANCIAL, LLC	0.79%	24.37K	813.71K	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.86%	26.55K	886.57K	26.55K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.87%	26.84K	896.25K	-510	-1.86%
Jun 30, 2025	FSA ADVISORS, INC.	0.88%	27.36K	913.55K	6.12K	+28.78%
Jun 30, 2025	LPL FINANCIAL LLC	1.76%	54.68K	1.83M	37.18K	+212.34%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.78%	55.3K	1.85M	-4.4K	-7.37%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	1.21%	37.63K	1.26M	-219.73K	-85.38%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	1.44%	44.73K	1.49M	0	0
Jun 30, 2025	FAMILY WEALTH GROUP, LLC	2.97%	92.12K	3.08M	10.44K	+12.78%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.34%	10.62K	355K	0	0
Jun 30, 2025	KAYE CAPITAL MANAGEMENT	0%	0	-	-14.69K	-100.00%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	8.38%	257.35K	7.98M	257.35K	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	51.29%	1.57M	48.83M	2.33K	+0.15%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.32%	9.73K	301.74K	1.56K	+19.02%
Mar 31, 2025	KAYE CAPITAL MANAGEMENT	0.48%	14.69K	455.51K	14.69K	+100.00%
Mar 31, 2025	STONEX GROUP INC.	0.48%	14.76K	457.48K	0	0
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	1.04K	32.25K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.51%	15.57K	482.59K	-5.37K	-25.64%
Mar 31, 2025	NBC SECURITIES, INC.	0.02%	500	15	500	+100.00%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.33%	10.2K	316.25K	0	0
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.35%	10.62K	329K	0	0
Mar 31, 2025	BARCLAYS PLC	0.21%	6.38K	198K	6.38K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.56%	17.17K	532.42K	1.4K	+8.88%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	125	3.88K	-30	-19.35%
Mar 31, 2025	LPL FINANCIAL LLC	0.57%	17.51K	542.81K	3.13K	+21.73%
Mar 31, 2025	FSA ADVISORS, INC.	0.69%	21.25K	658.7K	5.87K	+38.20%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.77%	23.57K	702.55K	2.99K	+14.54%
Mar 31, 2025	NVEST FINANCIAL, LLC	0.79%	24.37K	755.59K	-88	-0.36%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.89%	27.35K	848.05K	1.59K	+6.16%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	1.46%	44.73K	1.39M	-198	-0.44%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.71%	52.41K	1.62M	13.11K	+33.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.94%	59.7K	1.85M	3.18K	+5.62%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.65%	81.43K	2.53M	-3.75K	-4.41%
Mar 31, 2025	FSR WEALTH MANAGEMENT LTD.	3.55%	109.08K	3.38M	-1.13K	-1.03%
Mar 31, 2025	NEW MILLENNIUM GROUP LLC	0%	0	-	-279	-100.00%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-335	-100.00%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.05%	1.46K	45.26K	200	+15.87%
Mar 31, 2025		0.05%	1.66K	51.59K	1.66K	+100.00%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.07%	2.01K	62.29K	0	0
Mar 31, 2025	UBS GROUP AG	0.07%	2.26K	70.07K	2.26K	+100.00%
Mar 31, 2025	ALLIANZ INVESTMENT MANAGEMENT U.S. LLC	0.16%	5K	151.04K	0	0
Mar 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0.23%	7.15K	221.66K	549	+8.32%
Mar 31, 2025	MOORS & CABOT, INC.	0.21%	6.56K	203.39K	-500	-7.08%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	7.81K	242.18K	-13.01K	-62.49%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.27%	8.23K	255.3K	8.23K	+100.00%
Mar 31, 2025	WEALTHPLAN PARTNERS, LLC	3.91%	120.16K	3.73M	120.16K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	6.29%	193.27K	5.99M	24.93K	+14.81%
Mar 31, 2025	CITADEL ADVISORS LLC	0.47%	14.52K	450.19K	14.52K	+100.00%

Frequently Asked Questions