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

Who are the major shareholders selling First Trust Dorsey Wright Momentum & Low Volatility ETF stock?

PRIVATE ADVISORY GROUP LLC, in the last quarter, reduced its stake in DVOL by -84.62% restricting it's holding to 5.8 thousand shares of worth nearly $211.81K. TWO SIGMA INVESTMENTS, LP also lessened -41.41% of the DVOL shares from its portfolio, reducing its holding to 7.39 thousand shares of worth $269.99K. MTM INVESTMENT MANAGEMENT, LLC also shunned DVOL shares holding by -6.74% last quarter which brought its holding to 9.82 thousand shares worth $358.87K.

Investors who are buying DVOL stock?

As per its latest 13F filing, WEAVER CONSULTING GROUP increased its stake in DVOL by 100% in the last quarter. The institutional holder raised its holding to 5.74 thousand shares having worth more than $209.70K. BANK OF AMERICA CORP /DE/ also added 3.82% more shares of DVOL to its portfolio, raising its holding to 7.09 thousand shares of worth $259.21K. KOSHINSKI ASSET MANAGEMENT, INC. also increased its DVOL shares holding by 100% which brought its holding to 7.2 thousand shares worth $263.12K.

DVOL's major insiders: who are they?

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

Did an insider recently sell DVOL stock?

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

Which insider recently purchased DVOL stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Dorsey Wright Momentum & Low Volatility ETF insiders have bought stock, totalling 0 shares

How much of DVOL does insiders own?

Around 0 First Trust Dorsey Wright Momentum & Low Volatility ETF shares are held by insiders, which represents about N/A of DVOL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DVOL?

WEAVER CONSULTING GROUP is the largest institutional owner in DVOL which holds 5.74 thousand shares worth $209.70K or 0.3% of the total DVOL shares outstanding followed by PRIVATE ADVISORY GROUP LLC with ownership of 5.8 thousand shares representing 0.31% of the DVOL ownership. MUTUAL ADVISORS, LLC is the third largest stakeholder with 6.56 thousand shares or 0.35% of the ownership worth more than $239.84K.

Is First Trust Dorsey Wright Momentum & Low Volatility 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 DVOL is concerned, it is a stock which is optionable.

Is there a short position on DVOL's shares?

Number of DVOL 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 DVOL shares are there?

As of today, null shares of DVOL are outstanding.

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

DVOL 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 DVOL is null.

First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) 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. WEAVER CONSULTING GROUP is the top corporate investor, holding 5.74K shares valued at $209.70K. A 0.3% stake in First Trust Dorsey Wright Momentum & Low Volatility ETF is owned by the company. PRIVATE ADVISORY GROUP LLC owns 5.8K shares valued at $211.81K, which translates its holding of 0.31% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WEAVER CONSULTING GROUP	0.3%	5.74K	209.7K	5.74K	+100.00%
Jun 30, 2026	PRIVATE ADVISORY GROUP LLC	0.31%	5.8K	211.81K	-31.89K	-84.62%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.35%	6.56K	239.84K	0	0
Jun 30, 2026	PRIVATE TRUST CO NA	0.35%	6.58K	240.39K	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	7.09K	259.21K	261	+3.82%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.38%	7.2K	263.12K	7.2K	+100.00%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.39%	7.39K	269.99K	-5.22K	-41.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	7.53K	275.34K	401	+5.62%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.41%	7.66K	279.79K	7.66K	+100.00%
Jun 30, 2026	PARK SQUARE FINANCIAL GROUP, LLC	0.49%	9.2K	336.07K	472	+5.41%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.49%	9.22K	336.87K	0	0
Jun 30, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.52%	9.82K	358.87K	-710	-6.74%
Jun 30, 2026	FIFTH THIRD BANCORP	0.52%	9.9K	361.61K	0	0
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.58%	10.99K	401.45K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.73%	13.82K	505.09K	-379	-2.67%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.74%	14.06K	513.86K	-11.65K	-45.31%
Jun 30, 2026	SIGMA PLANNING CORP	0.85%	15.99K	584.32K	907	+6.01%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.91%	17.22K	629.25K	-2.63K	-13.26%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	17.35K	634K	-7	-0.04%
Jun 30, 2026	ROYAL BANK OF CANADA	0.95%	17.94K	656K	13.49K	+302.74%
Jun 30, 2026	WARNER GROUP LLC	1.11%	21.01K	767.8K	8.49K	+67.84%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.47%	27.82K	1.02M	0	0
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	1.52%	28.66K	1.05M	-123	-0.43%
Jun 30, 2026	MORGAN STANLEY	1.99%	37.63K	1.38M	-4.49K	-10.67%
Jun 30, 2026	VISIONPOINT ADVISORY GROUP, LLC	2.03%	38.33K	1.4M	5.19K	+15.65%
Jun 30, 2026	NILSINE PARTNERS, LLC	2.04%	38.58K	1.41M	1.08K	+2.89%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.08%	39.28K	1.44M	-32.72K	-45.45%
Jun 30, 2026	LPL FINANCIAL LLC	4.59%	86.63K	3.17M	-1.19K	-1.35%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.82%	147.78K	5.4M	1.41K	+0.96%
Jun 30, 2026	CSENGE ADVISORY GROUP	44.83%	846.86K	30.95M	166.3K	+24.43%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.01%	176	6.43K	176	+100.00%
Jun 30, 2026	HILTON HEAD CAPITAL PARTNERS, LLC	0.01%	251	9.17K	0	0
Jun 30, 2026	FMR LLC	0.02%	370	13.51K	-72	-16.29%
Jun 30, 2026	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.03%	488	17.83K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.04%	698	25.51K	698	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	1.61K	58.95K	0	0
Jun 30, 2026	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-8.01K	-100.00%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-75.88K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-589	-100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.01%	150	5.48K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	173	6.31K	-21.81K	-99.21%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	3.57K	130.41K	9	+0.25%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.47%	27.82K	961.94K	-1.81K	-6.11%
Mar 31, 2026	CWM, LLC	2.6%	49.19K	1.7M	-68.27K	-58.13%
Mar 31, 2026	WARNER GROUP LLC	0.66%	12.52K	432.77K	-2.03K	-13.97%
Mar 31, 2026	HILTON HEAD CAPITAL PARTNERS, LLC	0.01%	251	8.68K	0	0
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.35%	6.56K	226.9K	0	0
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.67%	12.61K	435.92K	12.61K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	1.16%	21.98K	740.87K	21.98K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-25.5K	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	17.35K	600K	-100	-0.57%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.56%	10.53K	364.05K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.58%	10.99K	379.78K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.35%	6.58K	227.42K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.36%	6.83K	236.2K	13	+0.19%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.38%	7.13K	246.61K	879	+14.06%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.42%	8.01K	277.03K	8.01K	+100.00%
Mar 31, 2026	PARK SQUARE FINANCIAL GROUP, LLC	0.46%	8.72K	301.6K	8.72K	+100.00%
Mar 31, 2026	WEAVER CONSULTING GROUP	0%	0	-	-5.74K	-100.00%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	150	5.19K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.49%	9.22K	318.69K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.52%	9.9K	342.09K	9.9K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	3.81%	72K	2.49M	72K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	4.02%	75.88K	2.62M	1.02K	+1.36%
Mar 31, 2026	LPL FINANCIAL LLC	4.65%	87.81K	3.04M	-19.5K	-18.17%
Mar 31, 2026		0.01%	251	8.68K	0	0
Mar 31, 2026	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.03%	488	16.87K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0%	0	-	-14.44K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-22.95K	-100.00%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	1.61K	55.77K	-1.55K	-48.99%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	3.56K	123.05K	-1.79K	-33.44%
Mar 31, 2026	ROYAL BANK OF CANADA	0.24%	4.46K	154K	-63.76K	-93.47%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.75%	14.2K	496.34K	-59.29K	-80.68%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	1.52%	28.78K	995.15K	2.31K	+8.71%
Mar 31, 2026	PRIVATE ADVISORY GROUP LLC	1.99%	37.69K	1.3M	-2.62K	-6.50%
Mar 31, 2026	MORGAN STANLEY	2.23%	42.13K	1.46M	-153.09K	-78.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-38.11K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	FMR LLC	0.02%	442	15.27K	-235	-34.71%
Mar 31, 2026	UBS GROUP AG	0.03%	589	20.36K	551	+1,450.00%
Mar 31, 2026	VISIONPOINT ADVISORY GROUP, LLC	1.75%	33.14K	1.15M	10.84K	+48.61%
Mar 31, 2026	NILSINE PARTNERS, LLC	1.98%	37.49K	1.37M	-1.48K	-3.81%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.75%	146.37K	5.06M	-5.35K	-3.53%
Mar 31, 2026	CSENGE ADVISORY GROUP	36.02%	680.57K	23.53M	113.51K	+20.02%
Mar 31, 2026	SIGMA PLANNING CORP	0.8%	15.08K	521.42K	-120	-0.79%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.05%	19.85K	686.31K	2.13K	+11.99%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	25.71K	888.86K	-7.11K	-21.67%
Dec 31, 2025	NILSINE PARTNERS, LLC	1.75%	38.98K	1.37M	-1.46K	-3.62%
Dec 31, 2025	CSENGE ADVISORY GROUP	25.48%	567.06K	19.87M	23.86K	+4.39%
Dec 31, 2025	MORGAN STANLEY	9.34%	195.22K	6.84M	-9.59K	-4.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	7.28%	151.71K	5.32M	-52.03K	-25.54%
Dec 31, 2025	LPL FINANCIAL LLC	5.21%	107.32K	3.76M	-26.86K	-20.02%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	3.59%	74.86K	2.62M	-261	-0.35%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	3.52%	73.49K	2.57M	-3.07K	-4.01%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.34%	6.93K	242.77K	19	+0.28%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	46	0	0
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-48.7K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.11K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-484	-100.00%
Dec 31, 2025	VIRTUS WEALTH SOLUTIONS LLC	0%	0	-	-198.96K	-100.00%
Dec 31, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-13.22K	-100.00%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0%	0	-	-140.14K	-100.00%
Dec 31, 2025	CWM, LLC	5.62%	117.46K	4.12M	-11.13K	-8.65%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.33%	6.82K	238.9K	2.71K	+65.75%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	6.25K	219.1K	591	+10.44%
Dec 31, 2025	PRIVATE TRUST CO NA	0.3%	6.58K	230.46K	0	0
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.29%	6.56K	229.93K	0	0
Dec 31, 2025	WEAVER CONSULTING GROUP	0.28%	5.74K	201.03K	-1.88K	-24.69%
Dec 31, 2025	UBS GROUP AG	0%	38	1.33K	38	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	5.35K	187.32K	-684	-11.34%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	3.16K	110.78K	3.16K	+100.00%
Dec 31, 2025	FMR LLC	0.03%	677	23.7K	605	+840.28%
Dec 31, 2025	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.02%	488	17.1K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	150	5.26K	-125	-45.45%
Dec 31, 2025	ROYAL BANK OF CANADA	3.27%	68.22K	2.39M	68.2K	+358,931.58%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.57%	32.82K	1.15M	32.82K	+100.00%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.65%	14.44K	505.75K	118	+0.82%
Dec 31, 2025	COMERICA BANK	0.44%	9.9K	346.67K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.82%	38.11K	1.34M	-1.55K	-3.92%
Dec 31, 2025	PRIVATE ADVISORY GROUP LLC	1.81%	40.31K	1.41M	-80	-0.20%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.33%	29.63K	1.04M	-3.6K	-10.82%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.29%	26.48K	927.71K	753	+2.93%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.22%	25.5K	893K	25.5K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	1.1%	22.95K	804.15K	2.4K	+11.66%
Dec 31, 2025	VISIONPOINT ADVISORY GROUP, LLC	1%	22.3K	781.34K	7.02K	+45.93%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.85%	17.73K	621.04K	-170	-0.95%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	17.45K	611K	1.64K	+10.34%
Dec 31, 2025	SIGMA PLANNING CORP	0.68%	15.2K	532.59K	72	+0.48%
Dec 31, 2025		0.01%	251	8.79K	251	+100.00%
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.51%	10.53K	368.91K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.49%	10.99K	384.85K	3.43K	+45.48%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.41%	9.22K	322.95K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	2.98%	76.57K	2.71M	-480	-0.62%
Sep 30, 2025	VISIONPOINT ADVISORY GROUP, LLC	0.59%	15.28K	541.87K	15.28K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	15.82K	561K	9.48K	+149.76%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.7%	17.9K	634.54K	64	+0.36%
Sep 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	7.73%	198.96K	7.05M	-5.37K	-2.63%
Sep 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0.51%	13.22K	468.87K	13.22K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.56%	14.32K	507.67K	1.86K	+14.91%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	6.03K	212.07K	23	+0.38%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.26%	6.56K	228.67K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	1%	25.73K	912.18K	-495	-1.89%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.54%	39.66K	1.41M	4.39K	+12.43%
Sep 30, 2025	PRIVATE ADVISORY GROUP LLC	1.57%	40.39K	1.43M	8.42K	+26.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.8%	20.56K	728.83K	-1.39K	-6.33%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	5.45%	140.14K	4.97M	71.41K	+103.91%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	484	17.17K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.29%	7.55K	267.73K	-255	-3.27%
Sep 30, 2025	CWM, LLC	5%	128.59K	4.56M	5.55K	+4.51%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.36%	9.22K	326.83K	-1	-0.01%
Sep 30, 2025	LPL FINANCIAL LLC	5.21%	134.17K	4.76M	-5.81K	-4.15%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	7.92%	203.74K	7.22M	22.52K	+12.43%
Sep 30, 2025	MORGAN STANLEY	7.96%	204.81K	7.26M	-116.32K	-36.22%
Sep 30, 2025	GGM FINANCIALS LLC	0%	0	-	-204.34K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-4K	-100.00%
Sep 30, 2025		0.38%	9.75K	345.73K	9.75K	+100.00%
Sep 30, 2025	COMERICA BANK	0.38%	9.9K	350.83K	-2.23K	-18.41%
Sep 30, 2025	PRIVATE TRUST CO NA	0.26%	6.58K	233.23K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	5.66K	200.78K	5.66K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	4.11K	145.86K	-84	-2.00%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	275	9.75K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	0	-	-68	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-21.85K	-100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	1.29%	33.23K	1.18M	537	+1.64%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.41%	10.53K	373.35K	-163	-1.52%
Sep 30, 2025	SIGMA PLANNING CORP	0.59%	15.13K	536.44K	1.45K	+10.60%
Sep 30, 2025	NILSINE PARTNERS, LLC	1.57%	40.44K	1.43M	1.41K	+3.62%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	1.89%	48.7K	1.73M	26.9K	+123.39%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	2.92%	75.12K	2.66M	-455	-0.60%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	39	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0%	19	1K	-25.04K	-99.92%
Sep 30, 2025	FMR LLC	0%	72	2.55K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.27%	6.91K	244.99K	11	+0.16%
Sep 30, 2025	WEAVER CONSULTING GROUP	0.3%	7.62K	270.14K	0	0
Sep 30, 2025	CSENGE ADVISORY GROUP	21.11%	543.2K	19.26M	543.2K	+100.00%
Sep 30, 2025	MEASURED WEALTH PRIVATE CLIENT GROUP, LLC	0.02%	488	17.3K	488	+100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	1.11K	39.18K	1.11K	+100.00%
Jun 30, 2025	FMR LLC	0%	72	2.53K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.75%	35.28K	1.24M	1.89K	+5.65%
Jun 30, 2025	UBS GROUP AG	0.2%	4K	140.43K	-5.04K	-55.75%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	6.33K	222K	486	+8.31%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	484	17K	484	+100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.32%	6.56K	227.91K	6.56K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	4.2K	147.38K	-814	-16.24%
Jun 30, 2025	PRIVATE TRUST CO NA	0.33%	6.58K	230.94K	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-6.11K	-100.00%
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.53%	10.69K	375.4K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	6.01K	210.92K	-6.41K	-51.60%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	3.4%	68.73K	2.41M	68.73K	+100.00%
Jun 30, 2025	VIRTUS WEALTH SOLUTIONS LLC	10.11%	204.34K	7.17M	-139	-0.07%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	20	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	275	9.65K	0	0
Jun 30, 2025	COMERICA BANK	0.6%	12.13K	425.75K	-104	-0.85%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.62%	12.46K	437.42K	12.46K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.88%	17.83K	626.04K	6.41K	+56.11%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	1.08%	21.8K	765.34K	21.8K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.08%	21.85K	766.92K	11.77K	+116.80%
Jun 30, 2025	CITADEL ADVISORS LLC	1.09%	21.95K	770.46K	-1.5K	-6.40%
Jun 30, 2025	ROYAL BANK OF CANADA	1.24%	25.06K	880K	23.33K	+1,345.21%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	1.3%	26.22K	920.6K	2.66K	+11.28%
Jun 30, 2025	PRIVATE ADVISORY GROUP LLC	1.58%	31.97K	1.12M	-6.07K	-15.97%
Jun 30, 2025	NILSINE PARTNERS, LLC	1.93%	39.03K	1.37M	39.03K	+100.00%
Jun 30, 2025		3.4%	68.73K	2.41M	68.73K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	3.74%	75.57K	2.65M	1.32K	+1.77%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	3.81%	77.05K	2.7M	2.05K	+2.73%
Jun 30, 2025	LPL FINANCIAL LLC	6.93%	139.98K	4.91M	84.52K	+152.38%
Jun 30, 2025	SIGMA PLANNING CORP	0.68%	13.68K	480.27K	4.88K	+55.37%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.34%	6.9K	242.21K	6.9K	+100.00%
Jun 30, 2025	WEAVER CONSULTING GROUP	0.38%	7.62K	267.48K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.39%	7.81K	274.05K	-349	-4.28%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.46%	9.22K	323.65K	1	+0.01%
Jun 30, 2025	US BANCORP \DE\	0%	68	2.39K	68	+100.00%
Jun 30, 2025	CWM, LLC	6.09%	123.04K	4.32M	-60.97K	-33.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	8.97%	181.22K	6.36M	27.25K	+17.69%
Jun 30, 2025	GGM FINANCIALS LLC	10.11%	204.34K	7.17M	204.34K	+100.00%
Jun 30, 2025	MORGAN STANLEY	15.89%	321.12K	11.27M	83.15K	+34.94%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	5.85K	208K	5.85K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	12.41K	441.18K	549	+4.63%
Mar 31, 2025	COMERICA BANK	0.68%	12.23K	434.74K	-69	-0.56%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.64%	11.42K	406.03K	697	+6.50%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.52%	9.22K	316.71K	0	0
Mar 31, 2025	FMR LLC	0%	72	2.56K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	43	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-200	-100.00%
Mar 31, 2025	MORGAN STANLEY	13.32%	237.97K	8.46M	-3.1K	-1.28%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	4.16%	74.26K	2.64M	-549	-0.73%
Mar 31, 2025	LPL FINANCIAL LLC	3.11%	55.46K	1.97M	15.54K	+38.93%
Mar 31, 2025		11.45%	204.47K	7.27M	-2.05K	-0.99%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	4.2%	75K	2.67M	73.98K	+7,217.07%
Mar 31, 2025	CITADEL ADVISORS LLC	1.31%	23.45K	833.37K	-18.54K	-44.16%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.34%	6.11K	217K	6.11K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.46%	8.16K	289.86K	0	0
Mar 31, 2025	UBS GROUP AG	0.51%	9.04K	321.28K	-1.28K	-12.36%
Mar 31, 2025	SIGMA PLANNING CORP	0.49%	8.81K	312.97K	992	+12.70%
Mar 31, 2025	PRIVATE TRUST CO NA	0.37%	6.58K	233.81K	0	0
Mar 31, 2025	WEAVER CONSULTING GROUP	0.43%	7.62K	270.81K	0	0
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	1.32%	23.56K	837.62K	2.56K	+12.21%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.87%	33.39K	1.19M	33.39K	+100.00%
Mar 31, 2025	PRIVATE ADVISORY GROUP LLC	2.13%	38.04K	1.35M	903	+2.43%
Mar 31, 2025	CWM, LLC	10.3%	184.01K	6.54M	-11.08K	-5.68%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	8.62%	153.98K	5.47M	6.09K	+4.11%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	1.73K	62K	-1.7K	-49.49%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.02%	275	9.78K	0	0
Mar 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.6%	10.69K	381.36K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.56%	10.08K	358.14K	-1.88K	-15.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	5.01K	178.15K	-1.12K	-18.20%

Frequently Asked Questions