How many institutions own DXYZ 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 DXYZ shares is 149, representing 11.43% of the company's common stock.

Who are the major shareholders selling Destiny Tech100 Inc. stock?

COLONY GROUP, LLC, in the last quarter, reduced its stake in DXYZ by -35.08% restricting it's holding to 8.1 thousand shares of worth nearly $208.76K. WEDBUSH SECURITIES INC also lessened -49.63% of the DXYZ shares from its portfolio, reducing its holding to 13.23 thousand shares of worth $341.00K. HAZLETT, BURT & WATSON, INC. also shunned DXYZ shares holding by -0.29% last quarter which brought its holding to 13.68 thousand shares worth $356.00K.

Investors who are buying DXYZ stock?

As per its latest 13F filing, MILLENNIUM MANAGEMENT LLC increased its stake in DXYZ by 192.95% in the last quarter. The institutional holder raised its holding to 23.05 thousand shares having worth more than $593.67K. MERIT FINANCIAL GROUP, LLC also added 109.7% more shares of DXYZ to its portfolio, raising its holding to 25.44 thousand shares of worth $655.41K. SILVER OAK SECURITIES, INCORPORATED also increased its DXYZ shares holding by 100% which brought its holding to 7.8 thousand shares worth $200.86K.

DXYZ's major insiders: who are they?

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

Did an insider recently sell DXYZ stock?

Company executives, directors, and other insiders own 3.24% percent of Destiny Tech100 Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which DXYZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include PRASAD SOHAIL and DESTINY XYZ INC..

Which insider recently purchased DXYZ stock?

There have been 4 transaction(s) during the past 6-months in which Destiny Tech100 Inc. insiders have bought stock, totalling 56753 shares

How much of DXYZ does insiders own?

Around 159.99K Destiny Tech100 Inc. shares are held by insiders, which represents about 3.24% of DXYZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DXYZ?

MILLENNIUM MANAGEMENT LLC is the largest institutional owner in DXYZ which holds 23.05 thousand shares worth $593.67K or 0.07% of the total DXYZ shares outstanding followed by MERIT FINANCIAL GROUP, LLC with ownership of 25.44 thousand shares representing 0.08% of the DXYZ ownership. SILVER OAK SECURITIES, INCORPORATED is the third largest stakeholder with 7.8 thousand shares or 0.06% of the ownership worth more than $200.86K.

Is Destiny Tech100 Inc. 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 DXYZ is concerned, it is a stock which is not optionable.

Is there a short position on DXYZ's shares?

Number of DXYZ 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 DXYZ shares are there?

As of today, null shares of DXYZ are outstanding.

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

DXYZ 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 DXYZ is null.

Destiny Tech100 (DXYZ) 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

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.24% Percentage of Shares held by All Insiders

11.43% Percentage of Shares held by All Institutions

11.81% Percentage of Float held by Institutions

149

Number of Institutions Holding Shares

Institutional Ownership

About 11.43% of DXYZ shares are held by financial institutions. MILLENNIUM MANAGEMENT LLC is the top corporate investor, holding 23.05K shares valued at $593.67K. A 0.07% stake in Destiny Tech100 Inc. is owned by the company. MERIT FINANCIAL GROUP, LLC owns 25.44K shares valued at $655.41K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	0.07%	23.05K	593.67K	15.18K	+192.95%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.08%	25.44K	655.41K	13.31K	+109.70%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.06%	7.8K	200.86K	7.8K	+100.00%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	8.1K	208.76K	-4.38K	-35.08%
Jun 30, 2026	OPPENHEIMER & CO INC	0.06%	8.25K	212.47K	8.25K	+100.00%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.08%	9.85K	253.74K	9.85K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	10.06K	259.12K	10.06K	+100.00%
Jun 30, 2026	BELVEDERE TRADING LLC	0.08%	10.1K	260.18K	10.1K	+100.00%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.08%	10.75K	276.97K	10.75K	+100.00%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.09%	12.09K	311.44K	12.09K	+100.00%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.1%	12.48K	321.36K	12.48K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	12.49K	321.85K	2.12K	+20.47%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	12.9K	332.3K	3.91K	+43.54%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.1%	13.23K	341K	-13.04K	-49.63%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.1%	13.26K	341.5K	13.26K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	13.26K	341.63K	13.26K	+100.00%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.11%	13.47K	346.97K	4.27K	+46.47%
Jun 30, 2026	FSA ADVISORS, INC.	0.11%	13.56K	349.28K	13.56K	+100.00%
Jun 30, 2026	HAZLETT, BURT & WATSON, INC.	0.11%	13.68K	356K	-40	-0.29%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.05%	15.37K	395.8K	6.62K	+75.64%
Jun 30, 2026	VERITY ASSET MANAGEMENT, INC.	0.05%	15.39K	396.5K	15.39K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.05%	15.72K	405.05K	15.72K	+100.00%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.09%	28.67K	738.41K	28.67K	+100.00%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.09%	30.04K	773.91K	30.04K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.17%	55.37K	1.43M	21.19K	+61.96%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.71%	232.76K	6M	232.76K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.79%	259.92K	6.7M	52.33K	+25.21%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	1.68%	550.25K	14.17M	550.25K	+100.00%
Jun 30, 2026	MORGAN STANLEY	2.77%	907.2K	23.37M	683.35K	+305.28%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.08%	25.55K	658.17K	25.55K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	25.74K	662.93K	7.15K	+38.49%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.13%	42.35K	1.09M	42.35K	+100.00%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.14%	44.35K	1M	26.01K	+141.78%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	73.85K	1.9M	15.42K	+26.39%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.41%	133.81K	3.45M	-34.17K	-20.34%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.68%	223.16K	5.75M	82.98K	+59.19%
Jun 30, 2026	ANSON FUNDS MANAGEMENT LP	0.99%	323.2K	8.33M	323.2K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	22.84K	588.38K	2.47K	+12.10%
Jun 30, 2026	J. GOLDMAN & CO LP	5.18%	1.7M	43.7M	1.7M	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	7.01K	180.45K	98	+1.42%
Jun 30, 2026	GENESIS FINANCIAL GROUP, LLC	0.05%	15K	386.4K	0	0
Jun 30, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	19.74K	508.55K	19.74K	+100.00%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.07%	23.19K	597.27K	23.19K	+100.00%
Jun 30, 2026	VIRTU FINANCIAL LLC	0.07%	24.22K	624K	5.48K	+29.27%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.12%	40.02K	1.03M	39.72K	+13,239.00%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.31%	101.45K	2.61M	82.04K	+422.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	143.52K	3.7M	42.7K	+42.35%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	46.7K	1.2M	46.7K	+100.00%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	1.97%	644.28K	16.6M	644.28K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1%	326K	8.4M	326K	+100.00%
Jun 30, 2026	ARRINGTON CAPITAL MANAGEMENT, LLC	0.09%	30K	772.8K	30K	+100.00%
Jun 30, 2026	INVESCO LTD.	0.08%	26.67K	687.05K	-17.19K	-39.19%
Jun 30, 2026	T3 COMPANIES, LLC	0.12%	40.62K	1.05M	40.62K	+100.00%
Jun 30, 2026	FIRSTWAVE CAPITAL MANAGEMENT LLC	0.2%	67.1K	1.73M	67.1K	+100.00%
Jun 30, 2026		0.12%	15K	386.4K	0	0
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	25.08K	645.93K	5.4K	+27.47%
Jun 30, 2026	CREATIVE PLANNING	0.08%	25.1K	646.67K	7.95K	+46.32%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	48.57K	1.25M	8.01K	+19.74%
Jun 30, 2026	AA FINANCIAL ADVISORS, LLC	0.18%	58K	1.49M	-3K	-4.92%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	33.29K	826.59K	33.29K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.06%	20.84K	536.84K	-7.68K	-26.92%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.07%	21.47K	533.05K	21.47K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.06%	18.1K	466.26K	18.1K	+100.00%
Jun 30, 2026	MAREX GROUP PLC	0.06%	18.62K	479.7K	-10.74K	-36.58%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.07%	9.2K	246.28K	9.2K	+100.00%
Mar 31, 2026	MARINER, LLC	0.09%	11.01K	294.85K	-3.94K	-26.37%
Mar 31, 2026	COLONY GROUP, LLC	0.1%	12.48K	334.3K	1.25K	+11.13%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.13%	15.66K	419.38K	15.66K	+100.00%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.13%	16.68K	446.66K	16.68K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.14%	17.16K	459.45K	5.45K	+46.49%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.18%	22.74K	609.08K	22.74K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.16%	19.67K	526.82K	6.92K	+54.27%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.16%	20.25K	542.35K	13.02K	+180.11%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	20.38K	545.68K	5.28K	+35.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.21%	26.27K	703K	16.67K	+173.59%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	24.1K	645.26K	24.1K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.51%	63.38K	1.7M	49.77K	+365.76%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.66%	82.81K	2.22M	82.81K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.81%	100.82K	2.7M	58.65K	+139.05%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.06%	7.5K	200.85K	-7.5K	-50.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.11%	139.3K	3.73M	-238.24K	-63.10%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.12%	140.19K	3.75M	85.8K	+157.78%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.34%	167.97K	4.5M	134.64K	+403.89%
Mar 31, 2026	LPL FINANCIAL LLC	1.66%	207.59K	5.56M	135.6K	+188.34%
Mar 31, 2026	MORGAN STANLEY	1.79%	223.85K	5.99M	137.2K	+158.35%
Mar 31, 2026	NEWTYN MANAGEMENT, LLC	2.76%	345K	9.24M	345K	+100.00%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.07%	8.75K	234.27K	8.75K	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	8.99K	240.67K	2.16K	+31.64%
Mar 31, 2026	GIBSON CAPITAL, LLC	0.08%	10K	267.8K	10K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.09%	10.63K	325.6K	10.63K	+100.00%
Mar 31, 2026		0.12%	15K	401.7K	5K	+50.00%
Mar 31, 2026	HAZLETT, BURT & WATSON, INC.	0.11%	13.72K	364K	2.68K	+24.23%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.11%	14.03K	375.62K	14.03K	+100.00%
Mar 31, 2026	CATALYTIC WEALTH RIA, LLC	0.14%	18K	482.04K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	740	19.82K	535	+260.98%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	980	26.24K	332	+51.23%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.01%	1.08K	28.87K	378	+54.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	1.18K	31.41K	1.18K	+100.00%
Mar 31, 2026	CLEARSTEAD TRUST, LLC	0.01%	1.38K	37.06K	0	0
Mar 31, 2026	PILGRIM PARTNERS ASIA PTE LTD	0.01%	1.66K	44.46K	1.66K	+100.00%
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	92.47K	0	0
Mar 31, 2026	CHUNG WU INVESTMENT GROUP, LLC	0.02%	3K	80.34K	3K	+100.00%
Mar 31, 2026	COSTON, MCISAAC & PARTNERS	0.03%	3.26K	87K	3.26K	+100.00%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.03%	3.74K	100.18K	3.74K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	6.91K	201.83K	3.07K	+79.87%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	6.96K	186.44K	1.87K	+36.72%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	58.43K	1.56M	38.55K	+193.92%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.15%	18.34K	597.28K	18.34K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	18.58K	497.65K	6.42K	+52.78%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.15%	18.73K	502K	-5.52K	-22.77%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	19.42K	519.93K	7.45K	+62.21%
Mar 31, 2026	AA FINANCIAL ADVISORS, LLC	0.49%	61K	1.63M	-9K	-12.86%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	28.52K	763.71K	-13.56K	-32.23%
Mar 31, 2026	MAREX GROUP PLC	0.23%	29.36K	786.29K	29.36K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.27%	34.19K	915.58K	15.14K	+79.44%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	40.57K	1.09M	32.67K	+413.77%
Mar 31, 2026	INVESCO LTD.	0.35%	43.86K	1.17M	15.11K	+52.55%
Mar 31, 2026	IFP ADVISORS, INC	0.09%	11.6K	310.65K	11.6K	+100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.07%	9.03K	241.85K	9.03K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.08%	10.37K	277.74K	3.27K	+45.99%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	11.83K	316.86K	-545	-4.40%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.1%	12.13K	324.92K	12.13K	+100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.06%	7.63K	204.41K	-214	-2.73%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.06%	7.87K	210.68K	7.87K	+100.00%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.08%	9.78K	261.94K	1.99K	+25.61%
Dec 31, 2025	CWM, LLC	0.01%	1.2K	37K	1.2K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.75K	390.59K	12.75K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.11%	12.38K	379.11K	12.38K	+100.00%
Dec 31, 2025		0.09%	10K	306.3K	10K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.09%	9.6K	294K	9.6K	+100.00%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.07%	7.85K	240.35K	7.85K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	538	16.48K	538	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	205	6.28K	40	+24.24%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0%	150	4.6K	150	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.27K	38.96K	-6.23K	-83.05%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	719	22.02K	-343	-32.30%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	54.38K	1.67M	19.55K	+56.13%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	42.18K	1.29M	11.61K	+37.97%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.39%	42.08K	1.29M	18.92K	+81.69%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	33.34K	1.02M	33.34K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	19.88K	608.89K	-264	-1.31%
Dec 31, 2025	UBS GROUP AG	0.18%	19.05K	583.59K	-10.59K	-35.72%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	12.16K	372.55K	12.16K	+100.00%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0%	278	9.85K	278	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.66%	71.99K	2.21M	3.64K	+5.32%
Dec 31, 2025	AA FINANCIAL ADVISORS, LLC	0.64%	70K	2.14M	70K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.26%	28.75K	880.67K	-3.97K	-12.12%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	7.79K	238.52K	7.79K	+100.00%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	7.23K	221.46K	7.23K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.28K	131.1K	130	+3.13%
Dec 31, 2025	SIGNATUREFD, LLC	0%	510	15.62K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.06%	6.83K	209.11K	1.57K	+29.96%
Dec 31, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	207.67K	6.78K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	5.09K	155.97K	5K	+5,434.78%
Dec 31, 2025	CLEARSTEAD TRUST, LLC	0.01%	1.38K	42.39K	1.38K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.38K	42.27K	30	+2.22%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.01%	900	27.57K	900	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.8%	86.65K	2.65M	38.09K	+78.46%
Dec 31, 2025	JANE STREET GROUP, LLC	3.47%	377.55K	11.56M	277.87K	+278.76%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	7.1K	217.6K	7.1K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	3.84K	117.62K	1.64K	+74.55%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	73.51K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	2.2K	67.26K	2.2K	+100.00%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	19.6K	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	11.97K	366.61K	1.8K	+17.72%
Dec 31, 2025	CREATIVE PLANNING	0.11%	11.71K	358.74K	11.71K	+100.00%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.01%	700	21.44K	700	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	648	19.85K	648	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	622	19K	-150	-19.43%
Dec 31, 2025	CATALYTIC WEALTH RIA, LLC	0.17%	18K	551.34K	-10K	-35.71%
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0%	250	7.66K	250	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	250	7.61K	0	0
Dec 31, 2025	MCF ADVISORS LLC	0%	500	15.32K	500	+100.00%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	470	14.4K	470	+100.00%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0%	365	11.18K	365	+100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	322	9.86K	322	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	311	9.53K	211	+211.00%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0%	300	9.19K	300	+100.00%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	295	9.04K	295	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.1%	11.23K	344.08K	11.23K	+100.00%
Dec 31, 2025	HAZLETT, BURT & WATSON, INC.	0.1%	11.04K	337K	2.5K	+29.27%
Dec 31, 2025	SCIENTECH RESEARCH LLC	0.09%	9.93K	304.19K	9.93K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.9K	242K	7.9K	+100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.22%	24.26K	743K	24.26K	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.14%	15.29K	468.36K	15.29K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	15.09K	462.3K	-111	-0.73%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	459.45K	0	0
Dec 31, 2025	MARINER, LLC	0.14%	14.95K	458.02K	2.13K	+16.58%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	13.61K	416.81K	13.61K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.2K	46.86K	2.2K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.15K	88.4K	3.77K	+992.11%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	319.5K	0	0
Sep 30, 2025	CWM, LLC	0%	0	-	-2.51K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.92%	99.68K	2.12M	83.81K	+528.18%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-25	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-7.77K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.24K	-100.00%
Sep 30, 2025	BARCLAYS PLC	0%	0	-	-683	-100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	149	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	1.96K	0	0
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	95	2.02K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	2.13K	0	0
Sep 30, 2025		0%	200	4.52K	200	+100.00%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	0	-	-15	-100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	10.17K	216.56K	4.59K	+82.27%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0%	0	-	-5.41K	-100.00%
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0.26%	28K	596.4K	28K	+100.00%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	186	3.96K	186	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	30.57K	709.79K	24.34K	+390.67%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	34.83K	741.9K	9.81K	+39.23%
Sep 30, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0%	0	-	-6.78K	-100.00%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	20	426	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	90	1.92K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	23.16K	493.31K	4.51K	+24.18%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	186	3.96K	-14	-7.00%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-40	-100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	102	2.17K	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	250	7.04K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	5.25K	111.89K	5.25K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	7.5K	159.84K	962	+14.71%
Sep 30, 2025	HAZLETT, BURT & WATSON, INC.	0.08%	8.54K	183K	4.64K	+118.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.35K	28.76K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-299	-100.00%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0%	0	-	-8.21K	-100.00%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0%	0	-	-6.2K	-100.00%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0%	0	-	-6.27K	-100.00%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-5.8K	-100.00%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-9.96K	-100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	510	10.86K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-10	-100.00%
Sep 30, 2025	UBS GROUP AG	0.27%	29.64K	631.31K	9.24K	+45.30%
Sep 30, 2025	INVESCO LTD.	0.3%	32.72K	696.87K	14.7K	+81.55%
Sep 30, 2025	LPL FINANCIAL LLC	0.63%	68.36K	1.46M	25.58K	+59.79%
Sep 30, 2025	GROUPE LA FRANCAISE	0%	400	7.83K	400	+100.00%
Sep 30, 2025	MARINER, LLC	0.12%	12.83K	273.19K	-4.13K	-24.35%
Sep 30, 2025	MORGAN STANLEY	0.45%	48.55K	1.03M	3.84K	+8.60%
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	13.63K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	772	16K	22	+2.93%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	80	1.7K	80	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	20.14K	429K	-38.35K	-65.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	15.2K	323.85K	4.38K	+40.52%
Sep 30, 2025	WEDBUSH SECURITIES INC	0%	0	-	-15.3K	-100.00%
Sep 30, 2025	STRATEGY ASSET MANAGERS LLC	0%	0	-	-18K	-100.00%
Sep 30, 2025	ANCORA ADVISORS, LLC	0%	0	-	-150	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-7.37K	-100.00%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0%	0	-	-8.45K	-100.00%
Sep 30, 2025	CREATIVE PLANNING	0%	0	-	-7.41K	-100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	533	0	0
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	51.12K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	50	1.07K	50	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	165	3.52K	165	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.06K	22.62K	-72	-6.35%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	250	8.91K	250	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.14%	15.3K	583K	-1.58K	-9.34%
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	15.87K	604.41K	-10.84K	-40.58%
Jun 30, 2025	MARINER, LLC	0.16%	16.95K	645.78K	10.95K	+182.52%
Jun 30, 2025	STRATEGY ASSET MANAGERS LLC	0.17%	18K	685.62K	0	0
Jun 30, 2025	INVESCO LTD.	0.17%	18.02K	686.42K	-1.83K	-9.20%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	18.65K	710.42K	3.54K	+23.39%
Jun 30, 2025	UBS GROUP AG	0.19%	20.4K	776.96K	9.89K	+94.17%
Jun 30, 2025	ORG PARTNERS LLC	0%	0	-	-20	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-300	-100.00%
Jun 30, 2025	ARISTIDES CAPITAL LLC	0%	0	-	-28.35K	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.39%	42.78K	1.63M	23.8K	+125.34%
Jun 30, 2025		0%	15	571	15	+100.00%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	40	1.52K	40	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	3.5K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	95	3.62K	-135	-58.70%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	3.81K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-5.81K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-5.83K	-100.00%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-7.81K	-100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0%	0	-	-6.64K	-100.00%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0%	0	-	-127	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-165	-100.00%
Jun 30, 2025	FIFTH THIRD BANCORP	0%	0	-	-485	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	266	0	0
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	20	762	20	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	25	952	25	+100.00%
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	953	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	299	11.39K	299	+100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	510	19.43K	0	0
Jun 30, 2025	BARCLAYS PLC	0.01%	683	26K	-365	-34.83%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.24K	47.04K	1.24K	+100.00%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	91.42K	0	0
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	6.2K	236.16K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	10.82K	412.13K	-900	-7.68%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	102	3.89K	102	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	193	7.35K	193	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.35K	51.42K	350	+35.00%
Jun 30, 2025	CWM, LLC	0.02%	2.51K	96K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	5.8K	221.07K	5.8K	+100.00%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.06%	6.27K	238.71K	6.27K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.06%	6.54K	249.19K	4.96K	+312.48%
Jun 30, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	258.25K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	7.37K	280.76K	7.37K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.41%	44.71K	1.7M	-66.87K	-59.93%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	58.5K	2.23M	4.59K	+8.52%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	90	3.43K	90	+100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	0%	150	5.71K	150	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	380	14.47K	380	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.13K	43.2K	110	+10.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	750	28K	700	+1,400.00%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	24.38K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	200	7.62K	139	+227.87%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	25.02K	952.9K	8.72K	+53.52%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.77K	296K	7.77K	+100.00%
Jun 30, 2025	HAZLETT, BURT & WATSON, INC.	0.04%	3.9K	148K	1.2K	+44.44%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	6.23K	237.3K	318	+5.38%
Jun 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	5.41K	206.03K	5.41K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	5.58K	233.42K	5.58K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	5.6K	213.11K	-15.37K	-73.31%
Jun 30, 2025	CREATIVE PLANNING	0.07%	7.41K	282.06K	-1K	-11.91%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	8.21K	312.72K	18	+0.22%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.08%	8.45K	321.75K	14	+0.17%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	9.96K	379.34K	277	+2.86%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	571.35K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	16.3K	576.72K	16.3K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	15.12K	534.92K	3.59K	+31.12%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	11.72K	414.77K	11.72K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.1%	10.51K	371.77K	7.52K	+251.46%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3.02K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-8.54K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	3.26K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	61	2.16K	61	+100.00%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	885	0	0
Mar 31, 2025	ORG PARTNERS LLC	0%	20	748	20	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	245	0	0
Mar 31, 2025	CWM, LLC	0.02%	2.51K	89K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	53.9K	1.91M	-2.78K	-4.90%
Mar 31, 2025	ARISTIDES CAPITAL LLC	0.26%	28.35K	1M	28.35K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	26.71K	945.16K	-6.59K	-19.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	20.97K	741.95K	808	+4.01%
Mar 31, 2025	INVESCO LTD.	0.18%	19.85K	702.35K	9.11K	+84.92%
Mar 31, 2025	LPL FINANCIAL LLC	0.17%	18.98K	671.84K	5.26K	+38.33%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	9.68K	342.66K	634	+7.01%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.08%	8.43K	298.44K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.08%	8.41K	297.49K	1.44K	+20.72%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	8.19K	289.92K	0	0
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.07%	7.81K	276K	7.81K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	5.91K	209.22K	1.25K	+26.73%
Mar 31, 2025	HRT FINANCIAL LP	0.05%	5.83K	206K	-726	-11.08%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.05%	5.81K	206K	-5.69K	-49.47%
Mar 31, 2025	HAZLETT, BURT & WATSON, INC.	0.02%	2.7K	95K	2.35K	+671.43%
Mar 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	22.65K	0	0
Mar 31, 2025	SIGNATUREFD, LLC	0%	510	18.05K	0	0
Mar 31, 2025	FIFTH THIRD BANCORP	0%	485	17.16K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	300	10.62K	-500	-62.50%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	230	8.14K	-250	-52.08%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	165	5.84K	0	0
Mar 31, 2025	MARINER, LLC	0.06%	6K	212.38K	0	0
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	6.2K	219.42K	-6.3K	-50.40%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	3.54K	-100	-50.00%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0%	127	4.5K	127	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	50	2K	50	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.06%	6.64K	234.95K	2.63K	+65.48%
Mar 31, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	239.94K	-1.65K	-19.57%
Mar 31, 2025	MORGAN STANLEY	1.03%	111.58K	3.95M	78.54K	+237.73%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1K	35.39K	-1.3K	-56.52%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.02K	36.24K	147	+16.76%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.59K	56.13K	1.59K	+100.00%
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	84.94K	0	0
Mar 31, 2025	CREDIT AGRICOLE S A	0.02%	2.6K	92.01K	2.6K	+100.00%
Mar 31, 2025	STRATEGY ASSET MANAGERS LLC	0.17%	18K	637.02K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.16%	16.87K	597K	16.87K	+100.00%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	530.85K	0	0
Mar 31, 2025	BARCLAYS PLC	0.01%	1.05K	37K	-200	-16.03%

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 03, 2026	PRASAD SOHAIL	PURCHASE	32.14	9.76K	313.69K	64K
Sep 02, 2026	PRASAD SOHAIL	PURCHASE	31.53	13.24K	417.46K	54.24K
Sep 01, 2026	PRASAD SOHAIL	PURCHASE	31.40	33K	1.04M	41K
Aug 31, 2026	SILVER ETHAN	PURCHASE	33.19	753	25K	753
Jul 16, 2025	PRASAD SOHAIL	SALE	34.14	29.5K	1.01M	8K
Apr 12, 2024	PRASAD SOHAIL	SALE	24.65	200K	4.93M	1.08M
Apr 12, 2024	DESTINY XYZ INC.	SALE	24.65	200K	4.93M	1.08M
Apr 04, 2024	PRASAD SOHAIL	SALE	30.00	12.5K	375K	37.5K
Apr 04, 2024	DESTINY XYZ INC.	SALE	30.00	150K	4.5M	1.28M
Mar 18, 2024	DESTINY XYZ INC.	SALE	0.00	23.21K	-	1.43M
Mar 18, 2024	PRASAD SOHAIL	SALE	0.00	23.21K	-	1.43M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE56.75K4

SALES00

NET SHARES56.75K4

SHARES HELD159.99K4

% NET SHARES-64.53%0%

Frequently Asked Questions

Stock Outstanding Shares

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

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.24% Percentage of Shares held by All Insiders

11.43% Percentage of Shares held by All Institutions

11.81% Percentage of Float held by Institutions

149

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MILLENNIUM MANAGEMENT LLC	0.07%	23.05K	593.67K	15.18K	+192.95%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.08%	25.44K	655.41K	13.31K	+109.70%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.06%	7.8K	200.86K	7.8K	+100.00%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	8.1K	208.76K	-4.38K	-35.08%
Jun 30, 2026	OPPENHEIMER & CO INC	0.06%	8.25K	212.47K	8.25K	+100.00%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.08%	9.85K	253.74K	9.85K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	10.06K	259.12K	10.06K	+100.00%
Jun 30, 2026	BELVEDERE TRADING LLC	0.08%	10.1K	260.18K	10.1K	+100.00%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.08%	10.75K	276.97K	10.75K	+100.00%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.09%	12.09K	311.44K	12.09K	+100.00%
Jun 30, 2026	TOROSO INVESTMENTS, LLC	0.1%	12.48K	321.36K	12.48K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	12.49K	321.85K	2.12K	+20.47%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.1%	12.9K	332.3K	3.91K	+43.54%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.1%	13.23K	341K	-13.04K	-49.63%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.1%	13.26K	341.5K	13.26K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.1%	13.26K	341.63K	13.26K	+100.00%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.11%	13.47K	346.97K	4.27K	+46.47%
Jun 30, 2026	FSA ADVISORS, INC.	0.11%	13.56K	349.28K	13.56K	+100.00%
Jun 30, 2026	HAZLETT, BURT & WATSON, INC.	0.11%	13.68K	356K	-40	-0.29%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.05%	15.37K	395.8K	6.62K	+75.64%
Jun 30, 2026	VERITY ASSET MANAGEMENT, INC.	0.05%	15.39K	396.5K	15.39K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.05%	15.72K	405.05K	15.72K	+100.00%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.09%	28.67K	738.41K	28.67K	+100.00%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.09%	30.04K	773.91K	30.04K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.17%	55.37K	1.43M	21.19K	+61.96%
Jun 30, 2026	JUMP FINANCIAL, LLC	0.71%	232.76K	6M	232.76K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	0.79%	259.92K	6.7M	52.33K	+25.21%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	1.68%	550.25K	14.17M	550.25K	+100.00%
Jun 30, 2026	MORGAN STANLEY	2.77%	907.2K	23.37M	683.35K	+305.28%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.08%	25.55K	658.17K	25.55K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.08%	25.74K	662.93K	7.15K	+38.49%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.13%	42.35K	1.09M	42.35K	+100.00%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.14%	44.35K	1M	26.01K	+141.78%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	73.85K	1.9M	15.42K	+26.39%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.41%	133.81K	3.45M	-34.17K	-20.34%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.68%	223.16K	5.75M	82.98K	+59.19%
Jun 30, 2026	ANSON FUNDS MANAGEMENT LP	0.99%	323.2K	8.33M	323.2K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	22.84K	588.38K	2.47K	+12.10%
Jun 30, 2026	J. GOLDMAN & CO LP	5.18%	1.7M	43.7M	1.7M	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	7.01K	180.45K	98	+1.42%
Jun 30, 2026	GENESIS FINANCIAL GROUP, LLC	0.05%	15K	386.4K	0	0
Jun 30, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	19.74K	508.55K	19.74K	+100.00%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.07%	23.19K	597.27K	23.19K	+100.00%
Jun 30, 2026	VIRTU FINANCIAL LLC	0.07%	24.22K	624K	5.48K	+29.27%
Jun 30, 2026	NOBLE WEALTH MANAGEMENT PBC	0.12%	40.02K	1.03M	39.72K	+13,239.00%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.31%	101.45K	2.61M	82.04K	+422.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	143.52K	3.7M	42.7K	+42.35%
Jun 30, 2026	CITADEL ADVISORS LLC	0.14%	46.7K	1.2M	46.7K	+100.00%
Jun 30, 2026	SABA CAPITAL MANAGEMENT, L.P.	1.97%	644.28K	16.6M	644.28K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1%	326K	8.4M	326K	+100.00%
Jun 30, 2026	ARRINGTON CAPITAL MANAGEMENT, LLC	0.09%	30K	772.8K	30K	+100.00%
Jun 30, 2026	INVESCO LTD.	0.08%	26.67K	687.05K	-17.19K	-39.19%
Jun 30, 2026	T3 COMPANIES, LLC	0.12%	40.62K	1.05M	40.62K	+100.00%
Jun 30, 2026	FIRSTWAVE CAPITAL MANAGEMENT LLC	0.2%	67.1K	1.73M	67.1K	+100.00%
Jun 30, 2026		0.12%	15K	386.4K	0	0
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	25.08K	645.93K	5.4K	+27.47%
Jun 30, 2026	CREATIVE PLANNING	0.08%	25.1K	646.67K	7.95K	+46.32%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	48.57K	1.25M	8.01K	+19.74%
Jun 30, 2026	AA FINANCIAL ADVISORS, LLC	0.18%	58K	1.49M	-3K	-4.92%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	33.29K	826.59K	33.29K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.06%	20.84K	536.84K	-7.68K	-26.92%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.07%	21.47K	533.05K	21.47K	+100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0.06%	18.1K	466.26K	18.1K	+100.00%
Jun 30, 2026	MAREX GROUP PLC	0.06%	18.62K	479.7K	-10.74K	-36.58%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.07%	9.2K	246.28K	9.2K	+100.00%
Mar 31, 2026	MARINER, LLC	0.09%	11.01K	294.85K	-3.94K	-26.37%
Mar 31, 2026	COLONY GROUP, LLC	0.1%	12.48K	334.3K	1.25K	+11.13%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.13%	15.66K	419.38K	15.66K	+100.00%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.13%	16.68K	446.66K	16.68K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.14%	17.16K	459.45K	5.45K	+46.49%
Mar 31, 2026	POINT72 ASSET MANAGEMENT, L.P.	0.18%	22.74K	609.08K	22.74K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.16%	19.67K	526.82K	6.92K	+54.27%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.16%	20.25K	542.35K	13.02K	+180.11%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	20.38K	545.68K	5.28K	+35.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.21%	26.27K	703K	16.67K	+173.59%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	24.1K	645.26K	24.1K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.51%	63.38K	1.7M	49.77K	+365.76%
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.66%	82.81K	2.22M	82.81K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.81%	100.82K	2.7M	58.65K	+139.05%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.06%	7.5K	200.85K	-7.5K	-50.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.11%	139.3K	3.73M	-238.24K	-63.10%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.12%	140.19K	3.75M	85.8K	+157.78%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.34%	167.97K	4.5M	134.64K	+403.89%
Mar 31, 2026	LPL FINANCIAL LLC	1.66%	207.59K	5.56M	135.6K	+188.34%
Mar 31, 2026	MORGAN STANLEY	1.79%	223.85K	5.99M	137.2K	+158.35%
Mar 31, 2026	NEWTYN MANAGEMENT, LLC	2.76%	345K	9.24M	345K	+100.00%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.07%	8.75K	234.27K	8.75K	+100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	8.99K	240.67K	2.16K	+31.64%
Mar 31, 2026	GIBSON CAPITAL, LLC	0.08%	10K	267.8K	10K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.09%	10.63K	325.6K	10.63K	+100.00%
Mar 31, 2026		0.12%	15K	401.7K	5K	+50.00%
Mar 31, 2026	HAZLETT, BURT & WATSON, INC.	0.11%	13.72K	364K	2.68K	+24.23%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.11%	14.03K	375.62K	14.03K	+100.00%
Mar 31, 2026	CATALYTIC WEALTH RIA, LLC	0.14%	18K	482.04K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	740	19.82K	535	+260.98%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	980	26.24K	332	+51.23%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.01%	1.08K	28.87K	378	+54.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	1.18K	31.41K	1.18K	+100.00%
Mar 31, 2026	CLEARSTEAD TRUST, LLC	0.01%	1.38K	37.06K	0	0
Mar 31, 2026	PILGRIM PARTNERS ASIA PTE LTD	0.01%	1.66K	44.46K	1.66K	+100.00%
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	92.47K	0	0
Mar 31, 2026	CHUNG WU INVESTMENT GROUP, LLC	0.02%	3K	80.34K	3K	+100.00%
Mar 31, 2026	COSTON, MCISAAC & PARTNERS	0.03%	3.26K	87K	3.26K	+100.00%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.03%	3.74K	100.18K	3.74K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	6.91K	201.83K	3.07K	+79.87%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	6.96K	186.44K	1.87K	+36.72%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	58.43K	1.56M	38.55K	+193.92%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.15%	18.34K	597.28K	18.34K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	18.58K	497.65K	6.42K	+52.78%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.15%	18.73K	502K	-5.52K	-22.77%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	19.42K	519.93K	7.45K	+62.21%
Mar 31, 2026	AA FINANCIAL ADVISORS, LLC	0.49%	61K	1.63M	-9K	-12.86%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.23%	28.52K	763.71K	-13.56K	-32.23%
Mar 31, 2026	MAREX GROUP PLC	0.23%	29.36K	786.29K	29.36K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.27%	34.19K	915.58K	15.14K	+79.44%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	40.57K	1.09M	32.67K	+413.77%
Mar 31, 2026	INVESCO LTD.	0.35%	43.86K	1.17M	15.11K	+52.55%
Mar 31, 2026	IFP ADVISORS, INC	0.09%	11.6K	310.65K	11.6K	+100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.07%	9.03K	241.85K	9.03K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.08%	10.37K	277.74K	3.27K	+45.99%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.09%	11.83K	316.86K	-545	-4.40%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.1%	12.13K	324.92K	12.13K	+100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.06%	7.63K	204.41K	-214	-2.73%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.06%	7.87K	210.68K	7.87K	+100.00%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.08%	9.78K	261.94K	1.99K	+25.61%
Dec 31, 2025	CWM, LLC	0.01%	1.2K	37K	1.2K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	12.75K	390.59K	12.75K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.11%	12.38K	379.11K	12.38K	+100.00%
Dec 31, 2025		0.09%	10K	306.3K	10K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.09%	9.6K	294K	9.6K	+100.00%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.07%	7.85K	240.35K	7.85K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	538	16.48K	538	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	205	6.28K	40	+24.24%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0%	150	4.6K	150	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.27K	38.96K	-6.23K	-83.05%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	719	22.02K	-343	-32.30%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	54.38K	1.67M	19.55K	+56.13%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	42.18K	1.29M	11.61K	+37.97%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.39%	42.08K	1.29M	18.92K	+81.69%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	33.34K	1.02M	33.34K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	19.88K	608.89K	-264	-1.31%
Dec 31, 2025	UBS GROUP AG	0.18%	19.05K	583.59K	-10.59K	-35.72%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	12.16K	372.55K	12.16K	+100.00%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0%	278	9.85K	278	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.66%	71.99K	2.21M	3.64K	+5.32%
Dec 31, 2025	AA FINANCIAL ADVISORS, LLC	0.64%	70K	2.14M	70K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.26%	28.75K	880.67K	-3.97K	-12.12%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.07%	7.79K	238.52K	7.79K	+100.00%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.07%	7.23K	221.46K	7.23K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.28K	131.1K	130	+3.13%
Dec 31, 2025	SIGNATUREFD, LLC	0%	510	15.62K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.06%	6.83K	209.11K	1.57K	+29.96%
Dec 31, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	207.67K	6.78K	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	5.09K	155.97K	5K	+5,434.78%
Dec 31, 2025	CLEARSTEAD TRUST, LLC	0.01%	1.38K	42.39K	1.38K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.38K	42.27K	30	+2.22%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.01%	900	27.57K	900	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.8%	86.65K	2.65M	38.09K	+78.46%
Dec 31, 2025	JANE STREET GROUP, LLC	3.47%	377.55K	11.56M	277.87K	+278.76%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	7.1K	217.6K	7.1K	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	3.84K	117.62K	1.64K	+74.55%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	73.51K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	2.2K	67.26K	2.2K	+100.00%
Dec 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	19.6K	0	0
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	11.97K	366.61K	1.8K	+17.72%
Dec 31, 2025	CREATIVE PLANNING	0.11%	11.71K	358.74K	11.71K	+100.00%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.01%	700	21.44K	700	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	648	19.85K	648	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	622	19K	-150	-19.43%
Dec 31, 2025	CATALYTIC WEALTH RIA, LLC	0.17%	18K	551.34K	-10K	-35.71%
Dec 31, 2025	RITTER DANIHER FINANCIAL ADVISORY LLC / DE	0%	250	7.66K	250	+100.00%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0%	250	7.61K	0	0
Dec 31, 2025	MCF ADVISORS LLC	0%	500	15.32K	500	+100.00%
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	470	14.4K	470	+100.00%
Dec 31, 2025	GHP INVESTMENT ADVISORS, INC.	0%	365	11.18K	365	+100.00%
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	322	9.86K	322	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	311	9.53K	211	+211.00%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0%	300	9.19K	300	+100.00%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	295	9.04K	295	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.1%	11.23K	344.08K	11.23K	+100.00%
Dec 31, 2025	HAZLETT, BURT & WATSON, INC.	0.1%	11.04K	337K	2.5K	+29.27%
Dec 31, 2025	SCIENTECH RESEARCH LLC	0.09%	9.93K	304.19K	9.93K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.9K	242K	7.9K	+100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.22%	24.26K	743K	24.26K	+100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.14%	15.29K	468.36K	15.29K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	15.09K	462.3K	-111	-0.73%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	459.45K	0	0
Dec 31, 2025	MARINER, LLC	0.14%	14.95K	458.02K	2.13K	+16.58%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	13.61K	416.81K	13.61K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	2.2K	46.86K	2.2K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	4.15K	88.4K	3.77K	+992.11%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	319.5K	0	0
Sep 30, 2025	CWM, LLC	0%	0	-	-2.51K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.92%	99.68K	2.12M	83.81K	+528.18%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-25	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-7.77K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.24K	-100.00%
Sep 30, 2025	BARCLAYS PLC	0%	0	-	-683	-100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	149	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	1.96K	0	0
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	95	2.02K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	2.13K	0	0
Sep 30, 2025		0%	200	4.52K	200	+100.00%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0%	0	-	-15	-100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	10.17K	216.56K	4.59K	+82.27%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0%	0	-	-5.41K	-100.00%
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0.26%	28K	596.4K	28K	+100.00%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	186	3.96K	186	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	30.57K	709.79K	24.34K	+390.67%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	34.83K	741.9K	9.81K	+39.23%
Sep 30, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0%	0	-	-6.78K	-100.00%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	20	426	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	90	1.92K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	23.16K	493.31K	4.51K	+24.18%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	186	3.96K	-14	-7.00%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-40	-100.00%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	102	2.17K	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0%	250	7.04K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	5.25K	111.89K	5.25K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.07%	7.5K	159.84K	962	+14.71%
Sep 30, 2025	HAZLETT, BURT & WATSON, INC.	0.08%	8.54K	183K	4.64K	+118.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.35K	28.76K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-299	-100.00%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0%	0	-	-8.21K	-100.00%
Sep 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0%	0	-	-6.2K	-100.00%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0%	0	-	-6.27K	-100.00%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-5.8K	-100.00%
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-9.96K	-100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	510	10.86K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-10	-100.00%
Sep 30, 2025	UBS GROUP AG	0.27%	29.64K	631.31K	9.24K	+45.30%
Sep 30, 2025	INVESCO LTD.	0.3%	32.72K	696.87K	14.7K	+81.55%
Sep 30, 2025	LPL FINANCIAL LLC	0.63%	68.36K	1.46M	25.58K	+59.79%
Sep 30, 2025	GROUPE LA FRANCAISE	0%	400	7.83K	400	+100.00%
Sep 30, 2025	MARINER, LLC	0.12%	12.83K	273.19K	-4.13K	-24.35%
Sep 30, 2025	MORGAN STANLEY	0.45%	48.55K	1.03M	3.84K	+8.60%
Sep 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	13.63K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	772	16K	22	+2.93%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	80	1.7K	80	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	20.14K	429K	-38.35K	-65.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.14%	15.2K	323.85K	4.38K	+40.52%
Sep 30, 2025	WEDBUSH SECURITIES INC	0%	0	-	-15.3K	-100.00%
Sep 30, 2025	STRATEGY ASSET MANAGERS LLC	0%	0	-	-18K	-100.00%
Sep 30, 2025	ANCORA ADVISORS, LLC	0%	0	-	-150	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-7.37K	-100.00%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0%	0	-	-8.45K	-100.00%
Sep 30, 2025	CREATIVE PLANNING	0%	0	-	-7.41K	-100.00%
Sep 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	533	0	0
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	51.12K	0	0
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0%	50	1.07K	50	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	165	3.52K	165	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.06K	22.62K	-72	-6.35%
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0%	250	8.91K	250	+100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.14%	15.3K	583K	-1.58K	-9.34%
Jun 30, 2025	JANE STREET GROUP, LLC	0.15%	15.87K	604.41K	-10.84K	-40.58%
Jun 30, 2025	MARINER, LLC	0.16%	16.95K	645.78K	10.95K	+182.52%
Jun 30, 2025	STRATEGY ASSET MANAGERS LLC	0.17%	18K	685.62K	0	0
Jun 30, 2025	INVESCO LTD.	0.17%	18.02K	686.42K	-1.83K	-9.20%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	18.65K	710.42K	3.54K	+23.39%
Jun 30, 2025	UBS GROUP AG	0.19%	20.4K	776.96K	9.89K	+94.17%
Jun 30, 2025	ORG PARTNERS LLC	0%	0	-	-20	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-300	-100.00%
Jun 30, 2025	ARISTIDES CAPITAL LLC	0%	0	-	-28.35K	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.39%	42.78K	1.63M	23.8K	+125.34%
Jun 30, 2025		0%	15	571	15	+100.00%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	40	1.52K	40	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	3.5K	0	0
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	95	3.62K	-135	-58.70%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	3.81K	0	0
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-5.81K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-5.83K	-100.00%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0%	0	-	-7.81K	-100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0%	0	-	-6.64K	-100.00%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0%	0	-	-127	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-165	-100.00%
Jun 30, 2025	FIFTH THIRD BANCORP	0%	0	-	-485	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	266	0	0
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	20	762	20	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	25	952	25	+100.00%
Jun 30, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	953	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	299	11.39K	299	+100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	510	19.43K	0	0
Jun 30, 2025	BARCLAYS PLC	0.01%	683	26K	-365	-34.83%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.24K	47.04K	1.24K	+100.00%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	91.42K	0	0
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	6.2K	236.16K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	10.82K	412.13K	-900	-7.68%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	102	3.89K	102	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	193	7.35K	193	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.35K	51.42K	350	+35.00%
Jun 30, 2025	CWM, LLC	0.02%	2.51K	96K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	5.8K	221.07K	5.8K	+100.00%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.06%	6.27K	238.71K	6.27K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.06%	6.54K	249.19K	4.96K	+312.48%
Jun 30, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	258.25K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	7.37K	280.76K	7.37K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.41%	44.71K	1.7M	-66.87K	-59.93%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	58.5K	2.23M	4.59K	+8.52%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	90	3.43K	90	+100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	0%	150	5.71K	150	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	380	14.47K	380	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.13K	43.2K	110	+10.74%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	750	28K	700	+1,400.00%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	24.38K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	200	7.62K	139	+227.87%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	25.02K	952.9K	8.72K	+53.52%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	7.77K	296K	7.77K	+100.00%
Jun 30, 2025	HAZLETT, BURT & WATSON, INC.	0.04%	3.9K	148K	1.2K	+44.44%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	6.23K	237.3K	318	+5.38%
Jun 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.05%	5.41K	206.03K	5.41K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.05%	5.58K	233.42K	5.58K	+100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	5.6K	213.11K	-15.37K	-73.31%
Jun 30, 2025	CREATIVE PLANNING	0.07%	7.41K	282.06K	-1K	-11.91%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	8.21K	312.72K	18	+0.22%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.08%	8.45K	321.75K	14	+0.17%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	9.96K	379.34K	277	+2.86%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	571.35K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	16.3K	576.72K	16.3K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	15.12K	534.92K	3.59K	+31.12%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	11.72K	414.77K	11.72K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.1%	10.51K	371.77K	7.52K	+251.46%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3.02K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-8.54K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	92	3.26K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	61	2.16K	61	+100.00%
Mar 31, 2025	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	25	885	0	0
Mar 31, 2025	ORG PARTNERS LLC	0%	20	748	20	+100.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	7	245	0	0
Mar 31, 2025	CWM, LLC	0.02%	2.51K	89K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	53.9K	1.91M	-2.78K	-4.90%
Mar 31, 2025	ARISTIDES CAPITAL LLC	0.26%	28.35K	1M	28.35K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.25%	26.71K	945.16K	-6.59K	-19.80%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	20.97K	741.95K	808	+4.01%
Mar 31, 2025	INVESCO LTD.	0.18%	19.85K	702.35K	9.11K	+84.92%
Mar 31, 2025	LPL FINANCIAL LLC	0.17%	18.98K	671.84K	5.26K	+38.33%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	9.68K	342.66K	634	+7.01%
Mar 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.08%	8.43K	298.44K	0	0
Mar 31, 2025	CREATIVE PLANNING	0.08%	8.41K	297.49K	1.44K	+20.72%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.08%	8.19K	289.92K	0	0
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.07%	7.81K	276K	7.81K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	5.91K	209.22K	1.25K	+26.73%
Mar 31, 2025	HRT FINANCIAL LP	0.05%	5.83K	206K	-726	-11.08%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.05%	5.81K	206K	-5.69K	-49.47%
Mar 31, 2025	HAZLETT, BURT & WATSON, INC.	0.02%	2.7K	95K	2.35K	+671.43%
Mar 31, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.01%	640	22.65K	0	0
Mar 31, 2025	SIGNATUREFD, LLC	0%	510	18.05K	0	0
Mar 31, 2025	FIFTH THIRD BANCORP	0%	485	17.16K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	300	10.62K	-500	-62.50%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0%	230	8.14K	-250	-52.08%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	165	5.84K	0	0
Mar 31, 2025	MARINER, LLC	0.06%	6K	212.38K	0	0
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.06%	6.2K	219.42K	-6.3K	-50.40%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	3.54K	-100	-50.00%
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0%	127	4.5K	127	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	50	2K	50	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.06%	6.64K	234.95K	2.63K	+65.48%
Mar 31, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.06%	6.78K	239.94K	-1.65K	-19.57%
Mar 31, 2025	MORGAN STANLEY	1.03%	111.58K	3.95M	78.54K	+237.73%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1K	35.39K	-1.3K	-56.52%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.02K	36.24K	147	+16.76%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	1.59K	56.13K	1.59K	+100.00%
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.02%	2.4K	84.94K	0	0
Mar 31, 2025	CREDIT AGRICOLE S A	0.02%	2.6K	92.01K	2.6K	+100.00%
Mar 31, 2025	STRATEGY ASSET MANAGERS LLC	0.17%	18K	637.02K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.16%	16.87K	597K	16.87K	+100.00%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.14%	15K	530.85K	0	0
Mar 31, 2025	BARCLAYS PLC	0.01%	1.05K	37K	-200	-16.03%

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 03, 2026	PRASAD SOHAIL	PURCHASE	32.14	9.76K	313.69K	64K
Sep 02, 2026	PRASAD SOHAIL	PURCHASE	31.53	13.24K	417.46K	54.24K
Sep 01, 2026	PRASAD SOHAIL	PURCHASE	31.40	33K	1.04M	41K
Aug 31, 2026	SILVER ETHAN	PURCHASE	33.19	753	25K	753
Jul 16, 2025	PRASAD SOHAIL	SALE	34.14	29.5K	1.01M	8K
Apr 12, 2024	PRASAD SOHAIL	SALE	24.65	200K	4.93M	1.08M
Apr 12, 2024	DESTINY XYZ INC.	SALE	24.65	200K	4.93M	1.08M
Apr 04, 2024	PRASAD SOHAIL	SALE	30.00	12.5K	375K	37.5K
Apr 04, 2024	DESTINY XYZ INC.	SALE	30.00	150K	4.5M	1.28M
Mar 18, 2024	DESTINY XYZ INC.	SALE	0.00	23.21K	-	1.43M
Mar 18, 2024	PRASAD SOHAIL	SALE	0.00	23.21K	-	1.43M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE56.75K4

SALES00

NET SHARES56.75K4

SHARES HELD159.99K4

% NET SHARES-64.53%0%

DXYZ Stock Ownership Breakdown

Destiny Tech100

Stock Outstanding Shares

Market Insider

Institutional Ownership

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions