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

Who are the major shareholders selling Doubleline Etf Trust - Mortgage ETF stock?

MILESTONES PRIVATE INVESTMENT ADVISORS LLC, in the last quarter, reduced its stake in DMBS by -0.08% restricting it's holding to 32.86 thousand shares of worth nearly $1.61M. LPL FINANCIAL LLC also lessened -22.08% of the DMBS shares from its portfolio, reducing its holding to 24.43 thousand shares of worth $1.20M. also shunned DMBS shares holding by -0.08% last quarter which brought its holding to 32.86 thousand shares worth $1.61M.

Investors who are buying DMBS stock?

As per its latest 13F filing, MARINER, LLC increased its stake in DMBS by 1.4% in the last quarter. The institutional holder raised its holding to 193.43 thousand shares having worth more than $9.50M. W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO also added 5.39% more shares of DMBS to its portfolio, raising its holding to 208.13 thousand shares of worth $10.22M. LORD & RICHARDS WEALTH MANAGEMENT, LLC also increased its DMBS shares holding by 5.92% which brought its holding to 111.17 thousand shares worth $5.46M.

DMBS's major insiders: who are they?

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

Did an insider recently sell DMBS stock?

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

Which insider recently purchased DMBS stock?

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

How much of DMBS does insiders own?

Around 0 Doubleline Etf Trust - Mortgage ETF shares are held by insiders, which represents about N/A of DMBS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DMBS?

MILESTONES PRIVATE INVESTMENT ADVISORS LLC is the largest institutional owner in DMBS which holds 32.86 thousand shares worth $1.61M or 0.31% of the total DMBS shares outstanding followed by MARINER, LLC with ownership of 193.43 thousand shares representing 1.81% of the DMBS ownership. W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO is the third largest stakeholder with 208.13 thousand shares or 1.95% of the ownership worth more than $10.22M.

Is Doubleline Etf Trust - Mortgage 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 DMBS is concerned, it is a stock which is not optionable.

Is there a short position on DMBS's shares?

Number of DMBS 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 DMBS shares are there?

As of today, null shares of DMBS are outstanding.

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

DMBS 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 DMBS is null.

Doubleline Etf Trust - Mortgage ETF (DMBS) 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. MILESTONES PRIVATE INVESTMENT ADVISORS LLC is the top corporate investor, holding 32.86K shares valued at $1.61M. A 0.31% stake in Doubleline Etf Trust - Mortgage ETF is owned by the company. MARINER, LLC owns 193.43K shares valued at $9.50M, which translates its holding of 1.81% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MILESTONES PRIVATE INVESTMENT ADVISORS LLC	0.31%	32.86K	1.61M	-26	-0.08%
Jun 30, 2026	MARINER, LLC	1.81%	193.43K	9.5M	2.67K	+1.40%
Jun 30, 2026	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	1.95%	208.13K	10.22M	10.65K	+5.39%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	28.83K	1.42M	0	0
Jun 30, 2026	LORD & RICHARDS WEALTH MANAGEMENT, LLC	1.04%	111.17K	5.46M	6.22K	+5.92%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	2.65%	282.96K	13.89M	43.47K	+18.15%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.31%	33.05K	1.62M	7.3K	+28.37%
Jun 30, 2026	OMNISTAR FINANCIAL GROUP, INC.	0.39%	41.33K	2.03M	3.32K	+8.74%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	3.29%	350.56K	17.21M	38.99K	+12.51%
Jun 30, 2026	MATTSON FINANCIAL SERVICES, LLC	3.33%	355.43K	17.3M	27.47K	+8.38%
Jun 30, 2026	LPL FINANCIAL LLC	0.23%	24.43K	1.2M	-6.92K	-22.08%
Jun 30, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.28%	29.58K	1.45M	6.36K	+27.37%
Jun 30, 2026	FIFTH THIRD BANCORP	0.42%	44.65K	2.19M	38.9K	+676.22%
Jun 30, 2026	CUSHING CAPITAL PARTNERS, LLC	0.55%	58.8K	2.89M	1.33K	+2.31%
Jun 30, 2026	PALADIN WEALTH, LLC	1.18%	125.46K	6.16M	16.22K	+14.85%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	7.04%	750.31K	36.83M	23.04K	+3.17%
Jun 30, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	10.17%	1.08M	53.22M	36.51K	+3.48%
Jun 30, 2026	GRADIENT INVESTMENTS LLC	28.89%	3.08M	151.25M	10.65K	+0.35%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	3.57%	380.75K	18.69M	89.13K	+30.56%
Jun 30, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	4.14%	441.64K	21.68M	32.78K	+8.02%
Jun 30, 2026		0.31%	32.86K	1.61M	-26	-0.08%
Jun 30, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	4.25%	453.1K	22.24M	133.91K	+41.95%
Jun 30, 2026	HOBBS GROUP ADVISORS, LLC	3%	319.52K	15.68M	105.58K	+49.35%
Jun 30, 2026	BROWN FINANCIAL ADVISORS	2.03%	216.94K	10.65M	13.28K	+6.52%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.96%	101.93K	5M	3.9K	+3.98%
Jun 30, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	1.12%	119.01K	5.84M	-1.37K	-1.14%
Jun 30, 2026	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	1.41%	149.98K	7.39M	6.79K	+4.74%
Jun 30, 2026	LEGACY CG, LLC	3.2%	340.86K	16.73M	6.71K	+2.01%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	7.19%	766.99K	37.65M	129.76K	+20.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	10.4%	1.11M	54.46M	193.66K	+21.15%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.57%	61.26K	3.01M	61.26K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.14%	14.78K	725.73K	8.52K	+136.02%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.18%	19.34K	949.2K	-12.52K	-39.30%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0.21%	22.19K	1.09M	20.13K	+977.04%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.22%	23.01K	1.13M	5.82K	+33.84%
Jun 30, 2026	KEY FINANCIAL INC	0.72%	76.61K	3.76M	76.61K	+100.00%
Jun 30, 2026	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.72%	76.64K	3.76M	-352	-0.46%
Jun 30, 2026	MENDEL MONEY MANAGEMENT	0.73%	78.2K	3.84M	25.97K	+49.71%
Jun 30, 2026	MARIPAU WEALTH MANAGEMENT LLC	0.74%	78.42K	3.88M	4.43K	+5.99%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.77%	82.25K	4.04M	82.25K	+100.00%
Jun 30, 2026	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.81%	86.19K	4.23M	1.33K	+1.57%
Jun 30, 2026	MATHER GROUP, LLC.	0.81%	86.35K	4.24M	2.17K	+2.58%
Jun 30, 2026	SAVVY ADVISORS, INC.	2.33%	248.07K	12.18M	16.25K	+7.01%
Jun 30, 2026	AMI INVESTMENT MANAGEMENT INC	2.41%	257.11K	12.62M	8.98K	+3.62%
Jun 30, 2026	TPG FINANCIAL ADVISORS, LLC	3.01%	320.75K	15.75M	12.49K	+4.05%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	5.02%	535.15K	26.27M	55.35K	+11.54%
Jun 30, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	6.36%	678.66K	33.31M	-7.78K	-1.13%
Jun 30, 2026	PUFF WEALTH MANAGEMENT, LLC	0.59%	62.57K	3.07M	62.57K	+100.00%
Jun 30, 2026	TAILWINDS WEALTH, LLC	0.72%	76.29K	3.74M	50.82K	+199.50%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.28%	136.88K	6.72M	47.34K	+52.87%
Jun 30, 2026	NEW REPUBLIC CAPITAL, LLC	1.46%	155.31K	7.62M	16.41K	+11.82%
Jun 30, 2026	MORGAN STANLEY	1.69%	179.72K	8.82M	-12.66K	-6.58%
Jun 30, 2026	GREAT DIAMOND PARTNERS, LLC	0.51%	54.77K	2.69M	2.65K	+5.08%
Jun 30, 2026	LAYLINE ADVISORS, LLC	0.83%	88.37K	4.34M	10.33K	+13.24%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	1.06%	113.09K	5.55M	-62.38K	-35.55%
Jun 30, 2026	COMPASS FINANCIAL GROUP, INC. (OHIO)	1.34%	142.82K	7.01M	19.52K	+15.83%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	0.39%	41.43K	2.03M	-1.42K	-3.32%
Jun 30, 2026	UBS GROUP AG	0.41%	43.3K	2.13M	991	+2.34%
Mar 31, 2026	AMI INVESTMENT MANAGEMENT INC	2.33%	248.13K	12.25M	9.92K	+4.16%
Mar 31, 2026	TPG FINANCIAL ADVISORS, LLC	2.89%	308.26K	15.22M	7.94K	+2.64%
Mar 31, 2026	ASTORIA PORTFOLIO ADVISORS LLC.	2.99%	319.19K	15.8M	320	+0.10%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	28.83K	1.42M	2.42K	+9.16%
Mar 31, 2026	LPL FINANCIAL LLC	0.29%	31.36K	1.55M	17.57K	+127.39%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.3%	31.85K	1.57M	-413.88K	-92.85%
Mar 31, 2026		0.31%	32.89K	1.62M	718	+2.23%
Mar 31, 2026	OMNISTAR FINANCIAL GROUP, INC.	0.36%	38.01K	1.88M	11.3K	+42.32%
Mar 31, 2026	JANE STREET GROUP, LLC	0.37%	39.47K	1.95M	31.75K	+411.00%
Mar 31, 2026	UBS GROUP AG	0.4%	42.31K	2.09M	-15.2K	-26.43%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	4.5%	479.8K	23.69M	5.2K	+1.10%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	5.98%	637.23K	31.47M	60.72K	+10.53%
Mar 31, 2026	EVERGREEN CAPITAL MANAGEMENT LLC	6.44%	686.43K	33.9M	8.12K	+1.20%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	6.82%	727.27K	35.91M	8.15K	+1.13%
Mar 31, 2026	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	9.82%	1.05M	51.73M	71.08K	+7.28%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	28.79%	3.07M	151.62M	417.02K	+15.72%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	8.59%	915.68K	45.22M	134.66K	+17.24%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	0.49%	52.12K	2.57M	52.12K	+100.00%
Mar 31, 2026	MENDEL MONEY MANAGEMENT	0.49%	52.23K	2.58M	11.58K	+28.47%
Mar 31, 2026	CUSHING CAPITAL PARTNERS, LLC	0.54%	57.47K	2.84M	-4.16K	-6.74%
Mar 31, 2026	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.98%	104.95K	5.18M	-505	-0.48%
Mar 31, 2026	PALADIN WEALTH, LLC	1.02%	109.24K	5.39M	11.17K	+11.39%
Mar 31, 2026	INTEGRATED CAPITAL MANAGEMENT, INC.	1.13%	120.38K	5.94M	-2.28K	-1.86%
Mar 31, 2026	NEW REPUBLIC CAPITAL, LLC	1.3%	138.9K	6.86M	28.64K	+25.98%
Mar 31, 2026	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	1.34%	143.19K	7.07M	108.82K	+316.55%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.4%	148.99K	7.36M	144.14K	+2,971.90%
Mar 31, 2026	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.45%	155.05K	7.66M	-50.42K	-24.54%
Mar 31, 2026	MORGAN STANLEY	1.8%	192.38K	9.5M	-175.5K	-47.71%
Mar 31, 2026	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	1.85%	197.49K	9.75M	10.74K	+5.75%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.89%	201.26K	9.94M	201.26K	+100.00%
Mar 31, 2026	BROWN FINANCIAL ADVISORS	1.91%	203.66K	10.06M	40.26K	+24.64%
Mar 31, 2026	HOBBS GROUP ADVISORS, LLC	2.01%	213.94K	10.56M	9.18K	+4.48%
Mar 31, 2026	CITADEL ADVISORS LLC	2.09%	222.75K	11M	222.75K	+100.00%
Mar 31, 2026	SAVVY ADVISORS, INC.	2.17%	231.82K	11.45M	21.36K	+10.15%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	2.25%	239.49K	11.83M	-33.44K	-12.25%
Mar 31, 2026	MATTSON FINANCIAL SERVICES, LLC	3.08%	327.95K	16.19M	29.68K	+9.95%
Mar 31, 2026	LEGACY CG, LLC	3.13%	334.15K	16.5M	3.59K	+1.09%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	3.83%	408.86K	20.19M	0	0
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.08%	8.55K	421.95K	-53	-0.62%
Mar 31, 2026	ARGUS INVESTORS' COUNSEL, INC.	0.09%	9.45K	466.74K	4.21K	+80.31%
Mar 31, 2026	SEPIO CAPITAL, LP	0.1%	10.21K	504.2K	1	+0.01%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	0.1%	10.42K	514.29K	-1.74K	-14.29%
Mar 31, 2026	LATITUDE ADVISORS, LLC	0.1%	11.06K	546.04K	2.37K	+27.28%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.1%	11.18K	552.12K	11.18K	+100.00%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.16%	17.19K	848.79K	1.6K	+10.28%
Mar 31, 2026	SILVERLAKE WEALTH MANAGEMENT LLC	0.22%	23.22K	1.15M	6.36K	+37.74%
Mar 31, 2026	MARIPAU WEALTH MANAGEMENT LLC	0.69%	73.98K	3.65M	-1.96K	-2.58%
Mar 31, 2026	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.72%	76.99K	3.8M	51.65K	+203.82%
Mar 31, 2026	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.8%	84.86K	4.19M	19.23K	+29.30%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.4%	42.85K	2.12M	42.85K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.84%	89.54K	4.42M	-27.6K	-23.56%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.24%	25.75K	1.27M	4.28K	+19.91%
Mar 31, 2026	MATHER GROUP, LLC.	0.79%	84.18K	4.16M	884	+1.06%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.92%	98.02K	4.84M	7.85K	+8.70%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	1.65%	175.47K	8.66M	-751.64K	-81.07%
Mar 31, 2026	MARINER, LLC	1.79%	190.76K	9.42M	23.74K	+14.22%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	2.92%	311.58K	15.39M	1.1K	+0.35%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	2.73%	291.62K	14.4M	4.46K	+1.55%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.2%	21.47K	1.07M	7.02K	+48.56%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0.15%	15.59K	773.92K	15.59K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.14%	15.3K	759.87K	5.44K	+55.12%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	24.88%	2.65M	131.76M	246.62K	+10.25%
Dec 31, 2025	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	9.16%	976.5K	48.49M	976.5K	+100.00%
Dec 31, 2025	PALADIN WEALTH, LLC	0.92%	98.07K	4.87M	9.81K	+11.11%
Dec 31, 2025	LPL FINANCIAL LLC	0.13%	13.79K	684.74K	3.24K	+30.72%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.82K	388K	121	+1.57%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	7.72K	383.54K	-7.88K	-50.51%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.07%	7.29K	362.2K	2.27K	+45.15%
Dec 31, 2025	TPG FINANCIAL ADVISORS, LLC	2.82%	300.32K	14.91M	66.82K	+28.61%
Dec 31, 2025	MATTSON FINANCIAL SERVICES, LLC	2.8%	298.28K	14.81M	37.94K	+14.57%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	7.32%	781.02K	38.78M	40.25K	+5.43%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	6.74%	719.12K	35.71M	12.73K	+1.80%
Dec 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	6.36%	678.31K	33.68M	18.2K	+2.76%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.08%	8.6K	426.95K	1.61K	+22.97%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	5.41%	576.51K	28.63M	145.14K	+33.65%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	4.18%	445.74K	22.13M	42.1K	+10.43%
Dec 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	1.93%	205.48K	10.2M	-28.27K	-12.09%
Dec 31, 2025	HOBBS GROUP ADVISORS, LLC	1.92%	204.76K	10.17M	-12.89K	-5.92%
Dec 31, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	1.75%	186.75K	9.27M	8K	+4.48%
Dec 31, 2025	MARINER, LLC	1.57%	167.02K	8.29M	167.02K	+100.00%
Dec 31, 2025	BROWN FINANCIAL ADVISORS	1.53%	163.4K	8.11M	-380	-0.23%
Dec 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	1.15%	122.66K	6.09M	3.92K	+3.30%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.1%	117.14K	5.82M	15.36K	+15.09%
Dec 31, 2025	NEW REPUBLIC CAPITAL, LLC	1.03%	110.26K	5.47M	29.79K	+37.02%
Dec 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.71%	75.94K	3.78M	8.57K	+12.73%
Dec 31, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.62%	65.63K	3.26M	4.58K	+7.50%
Dec 31, 2025	CUSHING CAPITAL PARTNERS, LLC	0.58%	61.63K	3.06M	-1.22K	-1.94%
Dec 31, 2025	UBS GROUP AG	0.54%	57.5K	2.86M	2.37K	+4.30%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.39%	41.77K	2.07M	3.5K	+9.15%
Dec 31, 2025	LEGACY CG, LLC	3.1%	330.56K	16.41M	3.61K	+1.10%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	2.91%	310.48K	15.42M	-1.38K	-0.44%
Dec 31, 2025	ANCORA ADVISORS, LLC	0.17%	18K	893.79K	0	0
Dec 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	2.99%	318.87K	16.04M	166.24K	+108.92%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	2.69%	287.16K	14.26M	33.82K	+13.35%
Dec 31, 2025	MENDEL MONEY MANAGEMENT	0.38%	40.66K	2.02M	14.72K	+56.78%
Dec 31, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.32%	34.38K	1.71M	432	+1.27%
Dec 31, 2025	OMNISTAR FINANCIAL GROUP, INC.	0.25%	26.71K	1.33M	1.08K	+4.20%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.25%	26.41K	1.31M	26.41K	+100.00%
Dec 31, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.24%	25.34K	1.26M	-34.83K	-57.89%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	8.69%	927.11K	46.04M	927.11K	+100.00%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	3.83%	408.86K	20.3M	408.86K	+100.00%
Dec 31, 2025	MORGAN STANLEY	3.45%	367.87K	18.27M	11.21K	+3.14%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.45%	474.6K	23.57M	7.6K	+1.63%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.14%	14.95K	742.35K	901	+6.41%
Dec 31, 2025	HOWARD BAILEY SECURITIES, LLC	0.11%	12.15K	603.36K	-2.24K	-15.57%
Dec 31, 2025	CANANDAIGUA NATIONAL TRUST CO OF FLORIDA	0.11%	11.73K	582.21K	11.73K	+100.00%
Dec 31, 2025	SEPIO CAPITAL, LP	0.1%	10.21K	507K	-1	-0.01%
Dec 31, 2025	LATITUDE ADVISORS, LLC	0.08%	8.69K	431.42K	1.84K	+26.94%
Dec 31, 2025	PUFF WEALTH MANAGEMENT, LLC	0.2%	21.34K	1.06M	21.34K	+100.00%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	2.56%	272.93K	13.55M	255.51K	+1,467.11%
Dec 31, 2025	AMI INVESTMENT MANAGEMENT INC	2.23%	238.21K	11.83M	66.83K	+39.00%
Dec 31, 2025	SAVVY ADVISORS, INC.	1.97%	210.46K	10.45M	22.64K	+12.06%
Dec 31, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.99%	105.46K	5.24M	4.63K	+4.59%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.85%	90.18K	4.48M	-23.68K	-20.80%
Dec 31, 2025	MATHER GROUP, LLC.	0.78%	83.3K	4.14M	2.3K	+2.84%
Dec 31, 2025		0.18%	18.79K	932.76K	18.79K	+100.00%
Dec 31, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.16%	16.86K	837.2K	9.89K	+141.89%
Sep 30, 2025	TPG FINANCIAL ADVISORS, LLC	2.18%	233.5K	11.6M	34.27K	+17.20%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	2.92%	311.86K	15.49M	1.98K	+0.64%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.36%	38.27K	1.9M	-24.35K	-38.88%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.07%	6.97K	346.27K	6.97K	+100.00%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.07%	6.99K	347.36K	436	+6.65%
Sep 30, 2025	LEGACY CG, LLC	3.06%	326.95K	16.24M	32.4K	+11.00%
Sep 30, 2025	MORGAN STANLEY	3.34%	356.66K	17.72M	36.96K	+11.56%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	6.93%	740.77K	36.79M	740.69K	+871,394.12%
Sep 30, 2025	ANCORA ADVISORS, LLC	0.17%	18K	894.24K	0	0
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.16%	17.42K	865.23K	3.12K	+21.82%
Sep 30, 2025	MATHER GROUP, LLC.	0.76%	81K	4.02M	3.52K	+4.54%
Sep 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.63%	67.37K	3.35M	-852	-1.25%
Sep 30, 2025	OMNISTAR FINANCIAL GROUP, INC.	0.24%	25.63K	1.27M	8.07K	+45.94%
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	15.61K	775.31K	8.65K	+124.29%
Sep 30, 2025	MENDEL MONEY MANAGEMENT	0.24%	25.93K	1.29M	25.93K	+100.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	7.7K	382.72K	59	+0.77%
Sep 30, 2025	LPL FINANCIAL LLC	0.1%	10.55K	524.07K	5.53K	+110.31%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.13%	14.05K	697.96K	0	0
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	3.78%	403.64K	20.05M	83.62K	+26.13%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	4.04%	431.37K	21.43M	92.83K	+27.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.37%	466.99K	23.2M	9.09K	+1.98%
Sep 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.56%	60.17K	2.99M	60.17K	+100.00%
Sep 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.57%	61.05K	3.03M	2.14K	+3.63%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	6.17%	660.11K	32.79M	14.39K	+2.23%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	6.61%	706.39K	35.09M	706.39K	+100.00%
Sep 30, 2025		0.2%	21.88K	1.09M	546	+2.56%
Sep 30, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	8.93%	954.38K	47.41M	3.95K	+0.42%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	22.51%	2.41M	119.57M	531.49K	+28.34%
Sep 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.94%	100.83K	5.01M	4.46K	+4.62%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.07%	113.85K	5.66M	13.26K	+13.18%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	1.11%	118.74K	5.9M	-599	-0.50%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.09%	9.87K	490.09K	9.87K	+100.00%
Sep 30, 2025	SEPIO CAPITAL, LP	0.1%	10.21K	507.26K	1	+0.01%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.7K	383K	374	+5.11%
Sep 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.13%	14.39K	714.99K	942	+7.00%
Sep 30, 2025	PALADIN WEALTH, LLC	0.83%	88.26K	4.38M	22.76K	+34.75%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.95%	101.78K	5.06M	17.92K	+21.36%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.14%	14.45K	718.03K	1.2K	+9.02%
Sep 30, 2025	HOBBS GROUP ADVISORS, LLC	2.04%	217.64K	10.81M	20.65K	+10.48%
Sep 30, 2025	CUSHING CAPITAL PARTNERS, LLC	0.59%	62.85K	3.12M	7.18K	+12.90%
Sep 30, 2025	AMI INVESTMENT MANAGEMENT INC	1.6%	171.38K	8.51M	-15.04K	-8.07%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.99%	212.55K	10.56M	212.55K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-37	-100.00%
Sep 30, 2025	UBS GROUP AG	0.52%	55.13K	2.74M	-42.24K	-43.38%
Sep 30, 2025	VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC	0.32%	33.94K	1.69M	33.77K	+19,520.81%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	2	120	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	22	1.09K	22	+100.00%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	350	17.39K	1	+0.29%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.04%	4.71K	234K	-206	-4.19%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.05%	5.03K	249.65K	5.03K	+100.00%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.05%	5.39K	267.86K	67	+1.26%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.05%	5.73K	286.59K	4	+0.07%
Sep 30, 2025	CERITY PARTNERS LLC	0.06%	6.65K	330.37K	0	0
Sep 30, 2025	LATITUDE ADVISORS, LLC	0.06%	6.84K	340.03K	-1.45K	-17.47%
Sep 30, 2025	COMERICA BANK	0.13%	13.87K	688.81K	13.87K	+100.00%
Sep 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	1.43%	152.63K	7.58M	-70.07K	-31.46%
Sep 30, 2025	BROWN FINANCIAL ADVISORS	1.53%	163.78K	8.14M	36.01K	+28.18%
Sep 30, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	1.67%	178.75K	8.88M	9.75K	+5.77%
Sep 30, 2025	SAVVY ADVISORS, INC.	1.76%	187.82K	9.33M	53.73K	+40.07%
Sep 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	2.19%	233.74K	11.61M	-6.84K	-2.84%
Sep 30, 2025	MATTSON FINANCIAL SERVICES, LLC	2.44%	260.34K	12.93M	49.24K	+23.32%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	2.37%	253.34K	12.59M	49.23K	+24.12%
Sep 30, 2025	NEW REPUBLIC CAPITAL, LLC	0.75%	80.47K	4M	35.49K	+78.92%
Jun 30, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	2.19%	222.69K	10.81M	79.73K	+55.77%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.33K	359K	-1.42K	-16.19%
Jun 30, 2025	SEPIO CAPITAL, LP	0.1%	10.21K	501.03K	-1	-0.01%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.13%	13.26K	650.52K	1.96K	+17.34%
Jun 30, 2025		0.21%	21.33K	1.05M	21.33K	+100.00%
Jun 30, 2025	CANANDAIGUA NATIONAL TRUST CO OF FLORIDA	0.12%	11.73K	575.35K	11.73K	+100.00%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	0.13%	13.45K	659.99K	-2.11K	-13.55%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.14%	14.05K	689.37K	5.75K	+69.22%
Jun 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	14.3K	701.55K	2.52K	+21.37%
Jun 30, 2025	PUFF WEALTH MANAGEMENT, LLC	0.25%	25.79K	1.27M	11.26K	+77.50%
Jun 30, 2025	CUSHING CAPITAL PARTNERS, LLC	0.55%	55.67K	2.73M	-3.58K	-6.04%
Jun 30, 2025	PALADIN WEALTH, LLC	0.64%	65.5K	3.21M	7.6K	+13.12%
Jun 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.95%	96.37K	4.73M	50.41K	+109.70%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	2.08%	211.1K	10.36M	9.87K	+4.90%
Jun 30, 2025	OMNISTAR FINANCIAL GROUP, INC.	0.17%	17.56K	861.76K	3.73K	+26.97%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.18%	18K	883.26K	0	0
Jun 30, 2025	NEW REPUBLIC CAPITAL, LLC	0.44%	44.97K	2.21M	30.89K	+219.25%
Jun 30, 2025	MATHER GROUP, LLC.	0.76%	77.48K	3.8M	77.48K	+100.00%
Jun 30, 2025	SEABRIDGE INVESTMENT ADVISORS LLC	0.78%	79.66K	3.91M	13.43K	+20.27%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.83%	83.87K	4.12M	13.12K	+18.55%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	1.17%	119.34K	5.86M	-937	-0.78%
Jun 30, 2025	BROWN FINANCIAL ADVISORS	1.26%	127.77K	6.27M	-2.87K	-2.19%
Jun 30, 2025	AMI INVESTMENT MANAGEMENT INC	1.83%	186.41K	9.15M	-64.34K	-25.66%
Jun 30, 2025	HOBBS GROUP ADVISORS, LLC	1.94%	196.99K	9.67M	84.94K	+75.80%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	3.33%	338.54K	16.61M	161.35K	+91.06%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	6.35%	644.97K	31.65M	60.48K	+10.35%
Jun 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	6.35%	645.73K	31.69M	77.13K	+13.57%
Jun 30, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	9.35%	950.43K	46.64M	7.97K	+0.85%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.06%	5.73K	278.68K	4	+0.07%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.06%	6.56K	321.72K	2.32K	+54.70%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	6.65K	326.32K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.07%	6.96K	341.43K	-4.64K	-40.01%
Jun 30, 2025	LATITUDE ADVISORS, LLC	0.08%	8.29K	406.93K	838	+11.24%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	8.34K	408.98K	-15.1K	-64.43%
Jun 30, 2025	SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC.	0.1%	10.09K	494.92K	10.09K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.96%	97.37K	4.78M	365	+0.38%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.99%	100.59K	4.94M	9.16K	+10.01%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	2.01%	204.11K	10.02M	82.28K	+67.53%
Jun 30, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	2.37%	240.59K	11.81M	-25.94K	-9.73%
Jun 30, 2025	TPG FINANCIAL ADVISORS, LLC	1.96%	199.23K	9.78M	199.23K	+100.00%
Jun 30, 2025	LEGACY CG, LLC	2.9%	294.55K	14.45M	12.87K	+4.57%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	3.05%	309.88K	15.21M	-8.59K	-2.70%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	3.15%	320.02K	15.7M	20.76K	+6.94%
Jun 30, 2025	CITADEL ADVISORS LLC	0.07%	6.62K	324.79M	6.62K	+100.00%
Jun 30, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	1.66%	169K	8.29M	858	+0.51%
Jun 30, 2025	SAVVY ADVISORS, INC.	1.32%	134.09K	6.58M	9.99K	+8.05%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	7.65K	375.14K	-349	-4.37%
Jun 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.58%	58.91K	2.89M	532	+0.91%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.62%	62.62K	3.07M	-2.57K	-3.95%
Jun 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.67%	68.22K	3.36M	16.85K	+32.80%
Jun 30, 2025	MORGAN STANLEY	3.15%	319.7K	15.69B	31.48K	+10.92%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.51%	457.9K	22.47M	-2.66K	-0.58%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	18.45%	1.88M	92.02M	103.87K	+5.86%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	8.74K	429K	-136	-1.53%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.1%	8.3K	407.21K	572	+7.40%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	3.64%	299.26K	14.68M	7.5K	+2.57%
Mar 31, 2025	SEABRIDGE INVESTMENT ADVISORS LLC	0.8%	66.23K	3.25M	39.34K	+146.31%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	7.99K	392.11K	252	+3.25%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	21.52%	1.77M	86.89M	-488.95K	-21.63%
Mar 31, 2025	COBBLESTONE CAPITAL ADVISORS LLC /NY/	11.45%	942.46K	46.23M	38.7K	+4.28%
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	7.1%	584.49K	28.67M	33.16K	+6.01%
Mar 31, 2025	LEGACY CG, LLC	3.42%	281.69K	13.82M	-776	-0.27%
Mar 31, 2025	MOTLEY FOOL WEALTH MANAGEMENT, LLC	3.24%	266.53K	13.07M	-22.29K	-7.72%
Mar 31, 2025	ASTORIA PORTFOLIO ADVISORS LLC.	1.74%	142.97K	6.91M	18.26K	+14.64%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	7.06K	345.78K	-15.65K	-68.92%
Mar 31, 2025	MORGAN STANLEY	3.5%	288.22K	14.14M	248.42K	+624.18%
Mar 31, 2025	AMI INVESTMENT MANAGEMENT INC	3.05%	250.75K	12.3M	12.48K	+5.24%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	2.15%	177.19K	8.69M	25.82K	+17.06%
Mar 31, 2025	W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO	2.04%	168.14K	8.25M	8.19K	+5.12%
Mar 31, 2025	BROWN FINANCIAL ADVISORS	1.59%	130.64K	6.41M	-39.29K	-23.12%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.22%	18K	882.9K	0	0
Mar 31, 2025	SAVVY ADVISORS, INC.	1.51%	124.1K	6.09M	14.87K	+13.62%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.6%	460.56K	22.59M	26.07K	+6.00%
Mar 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.62%	51.37K	2.52M	38.27K	+292.00%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.14%	11.78K	577.81K	11.78K	+100.00%
Mar 31, 2025	NEW REPUBLIC CAPITAL, LLC	0.17%	14.09K	690.97K	14.09K	+100.00%
Mar 31, 2025	OMNISTAR FINANCIAL GROUP, INC.	0.17%	13.83K	680.87K	13.83K	+100.00%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.1%	7.99K	392.11K	252	+3.25%
Mar 31, 2025	LATITUDE ADVISORS, LLC	0.09%	7.46K	365.69K	1.7K	+29.63%
Mar 31, 2025	CERITY PARTNERS LLC	0.08%	6.65K	326.18K	0	0
Mar 31, 2025	GWN SECURITIES INC.	0.08%	6.64K	325.37K	6.64K	+100.00%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.07%	5.72K	279.19K	-296	-4.92%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	1.48%	121.84K	5.98M	102.7K	+536.69%
Mar 31, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	1.46%	120.27K	5.9M	1.35K	+1.13%
Mar 31, 2025	HOBBS GROUP ADVISORS, LLC	1.36%	112.06K	5.5M	24.55K	+28.06%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.86%	70.75K	3.47M	50.33K	+246.51%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.79%	65.19K	3.2M	5.28K	+8.82%
Mar 31, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.71%	58.38K	2.86M	58.38K	+100.00%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	6.91%	568.6K	27.89M	314.49K	+123.77%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.28%	23.43K	1.15M	23.43K	+100.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	3.87%	318.47K	15.62M	12.16K	+3.97%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.33%	191.53K	9.4M	191.53K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.1%	8.2K	402.21K	8.2K	+100.00%
Mar 31, 2025		0.18%	14.53K	712.77K	166	+1.16%
Mar 31, 2025	UBS GROUP AG	1.18%	97.01K	4.76M	-4.01K	-3.97%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.11%	91.44K	4.49M	-18.92K	-17.14%
Mar 31, 2025	JANE STREET GROUP, LLC	0.14%	11.6K	568.88K	11.6K	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.14%	11.3K	554.17K	11.3K	+100.00%
Mar 31, 2025	SEPIO CAPITAL, LP	0.12%	10.21K	500.83K	0	0

Frequently Asked Questions