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

Who are the major shareholders selling First Trust Securitized Plus ETF stock?

GUIDED CAPITAL WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in DEED by -5.81% restricting it's holding to 398.04 thousand shares of worth nearly $8.51M. TWIN PEAKS WEALTH ADVISORS, LLC also lessened -100% of the DEED shares from its portfolio, reducing its holding to 0 shares of worth -. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned DEED shares holding by -74.1% last quarter which brought its holding to 14.58 thousand shares worth $311.61K.

Investors who are buying DEED stock?

As per its latest 13F filing, GDS WEALTH MANAGEMENT increased its stake in DEED by 4.68% in the last quarter. The institutional holder raised its holding to 1.15 million shares having worth more than $24.57M. WAGNER WEALTH MANAGEMENT, LLC also added 1.27% more shares of DEED to its portfolio, raising its holding to 478 shares of worth $10.21K. PNC FINANCIAL SERVICES GROUP, INC. also increased its DEED shares holding by 28.41% which brought its holding to 226 shares worth $4.84K.

DEED's major insiders: who are they?

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

Did an insider recently sell DEED stock?

Company executives, directors, and other insiders own N/A percent of First Trust Securitized Plus ETF's stock. Within the last six months, there have been 0 transaction(s) in which DEED insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DEED stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Securitized Plus ETF insiders have bought stock, totalling 0 shares

How much of DEED does insiders own?

Around 0 First Trust Securitized Plus ETF shares are held by insiders, which represents about N/A of DEED stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DEED?

GUIDED CAPITAL WEALTH MANAGEMENT, LLC is the largest institutional owner in DEED which holds 398.04 thousand shares worth $8.51M or 9.75% of the total DEED shares outstanding followed by GDS WEALTH MANAGEMENT with ownership of 1.15 million shares representing 28.14% of the DEED ownership. WAGNER WEALTH MANAGEMENT, LLC is the third largest stakeholder with 478 shares or 0.01% of the ownership worth more than $10.21K.

Is First Trust Securitized Plus 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 DEED is concerned, it is a stock which is not optionable.

Is there a short position on DEED's shares?

Number of DEED 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 DEED shares are there?

As of today, null shares of DEED are outstanding.

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

DEED 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 DEED is null.

First Trust Securitized Plus ETF (DEED) 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. GUIDED CAPITAL WEALTH MANAGEMENT, LLC is the top corporate investor, holding 398.04K shares valued at $8.51M. A 9.75% stake in First Trust Securitized Plus ETF is owned by the company. GDS WEALTH MANAGEMENT owns 1.15M shares valued at $24.57M, which translates its holding of 28.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	9.75%	398.04K	8.51M	-24.54K	-5.81%
Jun 30, 2026	GDS WEALTH MANAGEMENT	28.14%	1.15M	24.57M	51.42K	+4.68%
Jun 30, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.01%	478	10.21K	6	+1.27%
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0%	150	3.21K	0	0
Jun 30, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-513	-100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	226	4.84K	50	+28.41%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	244	5.22K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	14.58K	311.61K	-41.7K	-74.10%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	17.76K	380K	-810	-4.36%
Jun 30, 2026	PUFF WEALTH MANAGEMENT, LLC	0.48%	19.41K	414.97K	19.41K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.57%	23.21K	496.25K	1.11K	+5.01%
Jun 30, 2026	RIK SAYLOR FINANCIAL, INC.	0.62%	25.24K	539.7K	-137	-0.54%
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.65%	26.7K	570.85K	0	0
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.77%	31.32K	669.61K	-5.95K	-15.97%
Jun 30, 2026	JANE STREET GROUP, LLC	0.94%	38.37K	820.42K	-59.96K	-60.98%
Jun 30, 2026	NI ACQUISITIONS COMPANY, LLC	0.26%	10.63K	227.31K	10.63K	+100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	1.04%	42.27K	903.82K	1.88K	+4.66%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.28%	52.28K	1.12M	-83.94K	-61.62%
Jun 30, 2026	LPL FINANCIAL LLC	1.96%	79.89K	1.71M	-7.9K	-9.00%
Jun 30, 2026	ALTFEST L J & CO INC	1.98%	80.69K	1.73M	3.61K	+4.68%
Jun 30, 2026	STRATEGIC FINANCIAL PARTNERS, LTD.	2.05%	83.76K	1.79M	4.07K	+5.11%
Jun 30, 2026	MILESTONES PRIVATE INVESTMENT ADVISORS LLC	2.42%	98.68K	2.11M	1.19K	+1.22%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	2.42%	98.94K	2.12M	98.94K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	2.47%	100.75K	2.15M	62.38K	+162.61%
Jun 30, 2026	DAVIS CAPITAL MANAGEMENT	0%	67	1.43K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0%	8	160	8	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.02%	809	17.31K	-4.93K	-85.90%
Jun 30, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.17%	6.87K	146.97K	68	+1.00%
Jun 30, 2026	ORG WEALTH PARTNERS, LLC	0.01%	306	6.54K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.02%	966	20.65K	-277	-22.28%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-28.51K	-100.00%
Jun 30, 2026	HRT FINANCIAL LP	0%	0	-	-22.63K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-2.24K	-100.00%
Jun 30, 2026	TCFG INVESTMENT ADVISORS, LLC	0.33%	13.59K	290.64K	-4.71K	-25.72%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-1.56K	-100.00%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0%	0	-	-17.77K	-100.00%
Jun 30, 2026	MERKKURI WEALTH ADVISORS LLC	0%	0	-	-3	-100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	5.37%	219.23K	4.69M	-78.46K	-26.36%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.12%	4.96K	106.11K	4.96K	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.07%	3K	64.14K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.04%	1.65K	35.28K	1.65K	+100.00%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-36.13K	-100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	7.29%	297.69K	6.35M	-14.59K	-4.67%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.03%	1.24K	26.51K	-249	-16.69%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.45%	18.3K	390.38K	51	+0.28%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	18.57K	396K	185	+1.01%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.7%	28.51K	608.1K	28.51K	+100.00%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0%	150	3.2K	0	0
Mar 31, 2026	TCFG INVESTMENT ADVISORS, LLC	0.45%	18.3K	390.38K	18.3K	+100.00%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.99%	40.39K	861.58K	1.84K	+4.78%
Mar 31, 2026	MILESTONES PRIVATE INVESTMENT ADVISORS LLC	2.39%	97.49K	2.08M	4.21K	+4.52%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.91%	37.27K	795.05K	8K	+27.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-6.75K	-100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	176	3.75K	1	+0.57%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.04%	1.56K	33.33K	-711	-31.28%
Mar 31, 2026	UBS GROUP AG	0.05%	2.24K	47.69K	2.24K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.54%	22.1K	477.45K	-94.06K	-80.97%
Mar 31, 2026	HRT FINANCIAL LP	0.55%	22.63K	482K	22.63K	+100.00%
Mar 31, 2026	ALTFEST L J & CO INC	1.89%	77.08K	1.64M	5.86K	+8.23%
Mar 31, 2026	STRATEGIC FINANCIAL PARTNERS, LTD.	1.95%	79.69K	1.7M	7.17K	+9.89%
Mar 31, 2026	LPL FINANCIAL LLC	2.15%	87.79K	1.87M	-592	-0.67%
Mar 31, 2026	JANE STREET GROUP, LLC	2.41%	98.33K	2.1M	84.31K	+601.38%
Mar 31, 2026	CITADEL ADVISORS LLC	0.94%	38.36K	818.3K	-2.72K	-6.63%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.38%	56.28K	1.2M	45.08K	+402.51%
Mar 31, 2026	DAVIS CAPITAL MANAGEMENT	0%	67	1.43K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.07%	3K	63.99K	0	0
Mar 31, 2026	MORGAN STANLEY	0.14%	5.74K	122.39K	4.93K	+610.02%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.17%	6.81K	145.17K	23	+0.34%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.44%	17.77K	378.92K	7.54K	+73.71%
Mar 31, 2026		0.45%	18.3K	390.38K	18.3K	+100.00%
Mar 31, 2026	RIK SAYLOR FINANCIAL, INC.	0.62%	25.38K	541.35K	93	+0.37%
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.65%	26.7K	569.51K	-1K	-3.61%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0%	0	-	-10.28K	-100.00%
Mar 31, 2026	MERKKURI WEALTH ADVISORS LLC	0%	3	62	3	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	244	5.21K	244	+100.00%
Mar 31, 2026	ORG WEALTH PARTNERS, LLC	0.01%	306	6.53K	0	0
Mar 31, 2026	WAGNER WEALTH MANAGEMENT, LLC	0.01%	472	10.06K	5	+1.07%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.34%	136.21K	2.91M	-22.83K	-14.35%
Mar 31, 2026	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	10.35%	422.58K	9.01M	-2.86K	-0.67%
Mar 31, 2026	GDS WEALTH MANAGEMENT	26.88%	1.1M	23.41M	40.78K	+3.86%
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.01%	513	10.94K	513	+100.00%
Dec 31, 2025	ALTFEST L J & CO INC	2.13%	71.22K	1.54M	1.3K	+1.86%
Dec 31, 2025		2.78%	93.27K	2.01M	21.62K	+30.18%
Dec 31, 2025	LPL FINANCIAL LLC	2.64%	88.38K	1.91M	3.73K	+4.40%
Dec 31, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	2.16%	72.52K	1.57M	-733	-1.00%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.15%	38.55K	832.66K	464	+1.22%
Dec 31, 2025	CITADEL ADVISORS LLC	1.07%	41.09K	887.5K	17.01K	+70.62%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.94%	36.13K	780.5K	36.13K	+100.00%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.83%	27.7K	598.32K	-4.2K	-13.17%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.76%	29.28K	632.41K	345	+1.19%
Dec 31, 2025	MORGAN STANLEY	0.02%	808	17.45K	-1	-0.12%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-34.31K	-100.00%
Dec 31, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	0%	0	-	-143.64K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-1.43K	-100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-68	-100.00%
Dec 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0%	0	-	-17.16K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.62K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	PUFF WEALTH MANAGEMENT, LLC	0.64%	21.51K	464.5K	-4.05K	-15.85%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	8.12%	312.28K	6.75M	73.38K	+30.72%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	18.39K	397K	-2.08K	-10.16%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.54%	18.25K	394.22K	592	+3.35%
Dec 31, 2025	JANE STREET GROUP, LLC	0.36%	14.02K	302.83K	-90.26K	-86.56%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	6.75K	145.89K	6.75K	+100.00%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.2%	6.78K	146.53K	8	+0.12%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.27%	10.28K	222.01K	-4.41K	-30.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	11.2K	241.9K	11.2K	+100.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.31%	10.23K	220.9K	-8.14K	-44.33%
Dec 31, 2025	RIK SAYLOR FINANCIAL, INC.	0.75%	25.29K	546.2K	-170	-0.67%
Dec 31, 2025	MOTIV8 INVESTMENTS LLC	0%	31	1K	31	+100.00%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	150	3.24K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	175	3.78K	1	+0.57%
Dec 31, 2025	ORG WEALTH PARTNERS, LLC	0.01%	306	6.61K	0	0
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	467	10.08K	5	+1.08%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	1.49K	32.23K	-238	-13.76%
Dec 31, 2025	GDS WEALTH MANAGEMENT	31.54%	1.06M	22.83M	-23.12K	-2.14%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	3K	64.8K	0	0
Dec 31, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	12.7%	425.44K	9.19M	90.76K	+27.12%
Dec 31, 2025	DAVIS CAPITAL MANAGEMENT	0%	67	1.45K	0	0
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.07%	2.27K	49.11K	-1.85K	-44.80%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.14%	159.04K	3.44M	-6.09K	-3.69%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	3.02%	116.17K	2.51M	10.8K	+10.25%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.21%	6.78K	144.87K	27	+0.40%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.18%	38.09K	814.26K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.13%	4.12K	88.04K	4.12K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.13%	165.13K	3.53M	7.34K	+4.65%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	3.27%	105.36K	2.25M	4.36K	+4.31%
Sep 30, 2025	LPL FINANCIAL LLC	2.63%	84.66K	1.81M	12.18K	+16.81%
Sep 30, 2025		2.22%	71.65K	1.53M	605	+0.85%
Sep 30, 2025	ALTFEST L J & CO INC	2.17%	69.92K	1.49M	3.73K	+5.63%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.57%	18.37K	392.77K	18.37K	+100.00%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.55%	17.66K	377.55K	-55	-0.31%
Sep 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.53%	17.16K	366.97K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	1.73K	36.98K	-725	-29.53%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	1.62K	34.59K	1	+0.06%
Sep 30, 2025	UBS GROUP AG	0.04%	1.43K	30.49K	1.42K	+15,744.44%
Sep 30, 2025	MORGAN STANLEY	0.03%	809	17.3K	0	0
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	150	3.21K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	68	1.45K	-158	-69.91%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	15	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-1.02K	-100.00%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0%	0	-	-2.03K	-100.00%
Sep 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	10.39%	334.68K	7.16M	25.42K	+8.22%
Sep 30, 2025	PUFF WEALTH MANAGEMENT, LLC	0.79%	25.56K	546.36K	-2.03K	-7.37%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	7.42%	238.9K	5.11M	-25.12K	-9.51%
Sep 30, 2025	GDS WEALTH MANAGEMENT	33.54%	1.08M	23.09M	55.71K	+5.44%
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	462	9.88K	5	+1.09%
Sep 30, 2025	ORG WEALTH PARTNERS, LLC	0.01%	306	6.54K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	174	3.72K	1	+0.58%
Sep 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	4.46%	143.64K	3.07M	14.54K	+11.26%
Sep 30, 2025	JANE STREET GROUP, LLC	3.24%	104.28K	2.23M	89.36K	+599.15%
Sep 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	2.27%	73.25K	1.57M	5.33K	+7.85%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	3K	64.14K	0	0
Sep 30, 2025	DAVIS CAPITAL MANAGEMENT	0%	67	1.43K	67	+100.00%
Sep 30, 2025	PREPARED RETIREMENT INSTITUTE LLC	0%	0	-	-13.16K	-100.00%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-803	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.07%	34.31K	733.51K	-31.96K	-48.23%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.99%	31.9K	682.02K	-600	-1.85%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.9%	28.93K	618.6K	219	+0.76%
Sep 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.79%	25.46K	544.26K	-959	-3.63%
Sep 30, 2025	CITADEL ADVISORS LLC	0.75%	24.08K	514.85K	154	+0.64%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	20.47K	438K	518	+2.60%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.46%	14.68K	313.93K	-5.29K	-26.49%
Jun 30, 2025	RIK SAYLOR FINANCIAL, INC.	0.79%	26.42K	558.44K	-190	-0.71%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	1.02K	21.07K	385	+60.73%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.09%	3K	63.42K	2K	+200.00%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.2%	6.75K	142.66K	-1.87K	-21.67%
Jun 30, 2025		2.12%	71.04K	1.5M	71.04K	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	226	4.78K	226	+100.00%
Jun 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	457	9.67K	4	+0.88%
Jun 30, 2025	MORGAN STANLEY	0.02%	809	17.1K	1	+0.12%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.04%	1.36K	28.83K	1.36K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	1.62K	34.18K	1.62K	+100.00%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.06%	2.03K	43.04K	2.03K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	2.46K	51.9K	5	+0.20%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0%	0	-	-22.49K	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-78	-100.00%
Jun 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	150	3.17K	0	0
Jun 30, 2025	ORG WEALTH PARTNERS, LLC	0.01%	306	6.47K	0	0
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0.02%	803	16.98K	0	0
Jun 30, 2025	PREPARED RETIREMENT INSTITUTE LLC	0.39%	13.16K	278.25K	0	0
Jun 30, 2025	PUFF WEALTH MANAGEMENT, LLC	0.82%	27.59K	583.19K	-3.43K	-11.07%
Jun 30, 2025	GUIDED CAPITAL WEALTH MANAGEMENT, LLC	9.21%	309.27K	6.54M	-10.88K	-3.40%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	14	0	0
Jun 30, 2025	UBS GROUP AG	0%	9	190	-1.44K	-99.38%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	173	3.66K	173	+100.00%
Jun 30, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.51%	17.16K	362.85K	1.27K	+8.00%
Jun 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.53%	17.71K	374.47K	0	0
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.59%	19.97K	422.26K	-48	-0.24%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.85%	28.71K	607.03K	1.99K	+7.45%
Jun 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.97%	32.5K	687.05K	-780	-2.34%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.13%	38.09K	805.12K	-588	-1.52%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	19.95K	422K	850	+4.45%
Jun 30, 2025	ALTFEST L J & CO INC	1.97%	66.19K	1.4M	1.35K	+2.08%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.97%	66.26K	1.4M	19.91K	+42.96%
Jun 30, 2025	LPL FINANCIAL LLC	2.16%	72.47K	1.53M	-7.48K	-9.36%
Jun 30, 2025	CITADEL ADVISORS LLC	0.71%	23.93K	505.82K	-109.99K	-82.13%
Jun 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	2.02%	67.92K	1.44M	-4.23K	-5.86%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	3.01%	101.01K	2.14M	8.32K	+8.98%
Jun 30, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	3.84%	129.1K	2.73M	41.34K	+47.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	4.7%	157.79K	3.34M	-1.34K	-0.84%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	7.86%	264.02K	5.58M	-20.78K	-7.30%
Jun 30, 2025	GDS WEALTH MANAGEMENT	30.5%	1.02M	21.66M	31.74K	+3.20%
Jun 30, 2025	JANE STREET GROUP, LLC	0.44%	14.92K	315.3K	-73.81K	-83.19%
Mar 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.26%	8.62K	178.17K	0	0
Mar 31, 2025	DAVIS CAPITAL MANAGEMENT	0%	67	1.42K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	78	1.65K	78	+100.00%
Mar 31, 2025	UBS GROUP AG	0.04%	1.45K	30.59K	-344	-19.21%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	19.1K	404K	818	+4.47%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	2.81%	92.68K	1.96M	1.57K	+1.73%
Mar 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0.01%	453	9.57K	5	+1.12%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	634	13.4K	-385	-37.78%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.17%	38.67K	817.55K	-5.26K	-11.98%
Mar 31, 2025	MORGAN STANLEY	0.02%	808	17.08K	-1	-0.12%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	1K	21.14K	-400	-28.57%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.61%	20.02K	423.27K	-322	-1.58%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.07%	2.45K	51.79K	188	+8.31%
Mar 31, 2025	RUNNING POINT CAPITAL ADVISORS, LLC	0.48%	15.89K	335.96K	1.82K	+12.93%
Mar 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.54%	17.71K	374.47K	103	+0.58%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.68%	22.49K	472.92K	-6.78K	-23.17%
Mar 31, 2025		0%	150	3.17K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.41%	46.35K	979.88K	46.35K	+100.00%
Mar 31, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	2.19%	72.15K	1.53M	57.28K	+385.16%
Mar 31, 2025	LPL FINANCIAL LLC	2.43%	79.96K	1.69M	6.84K	+9.36%
Mar 31, 2025	BLACKHAWK CAPITAL PARTNERS LLC.	2.66%	87.76K	1.86M	87.76K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	2.69%	88.73K	1.88M	70.18K	+378.47%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	4.83%	159.13K	3.36M	15.51K	+10.80%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	8.65%	284.8K	6.02M	6.47K	+2.32%
Mar 31, 2025	GDS WEALTH MANAGEMENT	30.13%	992.63K	20.98M	86.7K	+9.57%
Mar 31, 2025	ALTFEST L J & CO INC	1.97%	64.84K	1.37M	-2.51K	-3.73%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.81%	26.72K	564.9K	26.72K	+100.00%
Mar 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	1.01%	33.28K	703.54K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	4.07%	133.92K	2.83M	97.21K	+264.85%
Mar 31, 2025	LEGACY CG, LLC	0%	0	-	-239.23K	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-2.22K	-100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-4.82K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.76K	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	14	0	0

Frequently Asked Questions