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

Who are the major shareholders selling FT Energy Income Partners Strategy ETF stock?

ARGI INVESTMENT SERVICES, LLC, in the last quarter, reduced its stake in EIPX by -1.55% restricting it's holding to 2.33 million shares of worth nearly $73.05M. JANE STREET GROUP, LLC also lessened -52.44% of the EIPX shares from its portfolio, reducing its holding to 18.15 thousand shares of worth $568.16K. ROYAL BANK OF CANADA also shunned EIPX shares holding by -46.63% last quarter which brought its holding to 19.46 thousand shares worth $609.00K.

Investors who are buying EIPX stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in EIPX by 0.81% in the last quarter. The institutional holder raised its holding to 25.41 thousand shares having worth more than $795.19K. ADVISOR GROUP HOLDINGS, INC. also added 945.53% more shares of EIPX to its portfolio, raising its holding to 4.8 thousand shares of worth $150.23K. VAN DIEST CAPITAL, LLC also increased its EIPX shares holding by 123.04% which brought its holding to 16.8 thousand shares worth $525.82K.

EIPX's major insiders: who are they?

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

Did an insider recently sell EIPX stock?

Company executives, directors, and other insiders own N/A percent of FT Energy Income Partners Strategy ETF's stock. Within the last six months, there have been 0 transaction(s) in which EIPX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EIPX stock?

There have been 0 transaction(s) during the past 6-months in which FT Energy Income Partners Strategy ETF insiders have bought stock, totalling 0 shares

How much of EIPX does insiders own?

Around 0 FT Energy Income Partners Strategy ETF shares are held by insiders, which represents about N/A of EIPX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EIPX?

MORGAN STANLEY is the largest institutional owner in EIPX which holds 25.41 thousand shares worth $795.19K or 0.16% of the total EIPX shares outstanding followed by ARGI INVESTMENT SERVICES, LLC with ownership of 2.33 million shares representing 14.52% of the EIPX ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 4.8 thousand shares or 0.03% of the ownership worth more than $150.23K.

Is FT Energy Income Partners Strategy 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 EIPX is concerned, it is a stock which is not optionable.

Is there a short position on EIPX's shares?

Number of EIPX 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 EIPX shares are there?

As of today, null shares of EIPX are outstanding.

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

EIPX 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 EIPX is null.

FT Energy Income Partners Strategy ETF (EIPX) 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. MORGAN STANLEY is the top corporate investor, holding 25.41K shares valued at $795.19K. A 0.16% stake in FT Energy Income Partners Strategy ETF is owned by the company. ARGI INVESTMENT SERVICES, LLC owns 2.33M shares valued at $73.05M, which translates its holding of 14.52% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	0.16%	25.41K	795.19K	205	+0.81%
Jun 30, 2026	ARGI INVESTMENT SERVICES, LLC	14.52%	2.33M	73.05M	-36.7K	-1.55%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	4.8K	150.23K	4.34K	+945.53%
Jun 30, 2026	VAN DIEST CAPITAL, LLC	0.1%	16.8K	525.82K	9.27K	+123.04%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.21K	163.01K	5.21K	+100.00%
Jun 30, 2026	HOLOS INTEGRATED WEALTH LLC	0.04%	6.57K	208.65K	2	+0.03%
Jun 30, 2026	US BANCORP \DE\	0.07%	11.83K	370.12K	0	0
Jun 30, 2026	INSCRIPTION CAPITAL, LLC	0.08%	12.19K	381.68K	5.39K	+79.32%
Jun 30, 2026	JANE STREET GROUP, LLC	0.11%	18.15K	568.16K	-20.02K	-52.44%
Jun 30, 2026	ROYAL BANK OF CANADA	0.12%	19.46K	609K	-17K	-46.63%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.12%	19.68K	616K	1.22K	+6.60%
Jun 30, 2026	SIGMA PLANNING CORP	0.13%	20.51K	641.89K	4.82K	+30.75%
Jun 30, 2026	CVA FAMILY OFFICE, LLC	0.13%	20.8K	650.93K	158	+0.77%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	23.19K	725.91K	-30	-0.13%
Jun 30, 2026	HBW ADVISORY SERVICES LLC	0.32%	52.06K	1.63M	848	+1.66%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.23%	37.8K	1.18M	-2.48K	-6.16%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.38%	61.45K	1.92M	61.45K	+100.00%
Jun 30, 2026	MARSHALL INVESTMENT MANAGEMENT, LLC	0.41%	65.79K	2.06M	15.21K	+30.06%
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.57%	91.62K	2.87M	3.21K	+3.63%
Jun 30, 2026	EASTERN BANK	0.61%	98.22K	3.07M	19.44K	+24.68%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.71%	114.09K	3.57M	2.72K	+2.44%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	1.13%	182.01K	5.7M	21.43K	+13.34%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	1.14%	182.71K	5.72M	21.58K	+13.39%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.01%	1.45K	45.5K	1.45K	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	1.9K	59.56K	521	+37.70%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	7.32K	229.22K	7.32K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	27.79K	869.94K	2.43K	+9.57%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.18%	28.27K	884.75K	735	+2.67%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.15%	185.48K	5.81M	8.63K	+4.88%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.54%	247.31K	7.74M	1.16K	+0.47%
Jun 30, 2026		0.01%	2.49K	54.92K	2.49K	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.02%	3.96K	124.07K	-49	-1.22%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.05%	8.74K	273.68K	2.36K	+37.01%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.21%	34.02K	1.06M	-595	-1.72%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	39.48K	1.24M	-1.85K	-4.48%
Jun 30, 2026	UBS GROUP AG	0.26%	41.69K	1.3M	3.34K	+8.71%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	49.24K	1.54M	-7.22K	-12.79%
Jun 30, 2026	LPL FINANCIAL LLC	1.98%	317.54K	9.94M	-8.88K	-2.72%
Jun 30, 2026	FIDUCIARY TRUST CO	30.56%	4.91M	153.77M	-131.84K	-2.61%
Jun 30, 2026	GRANEY & KING, LLC	0%	0	-	-98	-100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	55	1.72K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	139	4.36K	1	+0.72%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	279	8.73K	279	+100.00%
Jun 30, 2026	FRONT ROW ADVISORS LLC	0%	342	11.23K	342	+100.00%
Jun 30, 2026	ABOUND WEALTH MANAGEMENT	0%	380	11.89K	380	+100.00%
Jun 30, 2026	FRANKLIN RESOURCES INC	0%	403	12.61K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	800	25.04K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	1.29K	40.41K	1.29K	+100.00%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.05%	8.5K	266.14K	78	+0.93%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.18%	28.46K	890.84K	3.4K	+13.58%
Jun 30, 2026	STONEX GROUP INC.	0.18%	29.31K	917.31K	3.52K	+13.66%
Jun 30, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.19%	30.78K	963.48K	4.76K	+18.30%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.2%	32.04K	1M	32.04K	+100.00%
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0.4%	64.01K	2M	64.01K	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.44%	71.33K	2.23M	2.48K	+3.61%
Jun 30, 2026	SCS CAPITAL MANAGEMENT LLC	0.52%	83.6K	2.62M	0	0
Jun 30, 2026	CARTESIAN GROWTH CORP	30.68%	4.93M	154.36M	294.57K	+6.35%
Jun 30, 2026	DAYTONA STREET CAPITAL LLC	0.02%	2.49K	54.92K	2.49K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	25.37K	815.77K	-662	-2.54%
Mar 31, 2026	STONEX GROUP INC.	0.16%	25.79K	829.25K	1.01K	+4.09%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	38.17K	1.23M	21.01K	+122.43%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.69%	111.37K	3.58M	-8.82K	-7.33%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.99%	160.58K	5.16M	160.58K	+100.00%
Mar 31, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	0.99%	161.13K	5.18M	161.13K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.09%	176.85K	5.69M	7.23K	+4.26%
Mar 31, 2026	UBS GROUP AG	0.24%	38.35K	1.23M	479	+1.26%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.25%	40.28K	1.3M	-1.71K	-4.08%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-801	-100.00%
Mar 31, 2026	EASTERN BANK	0.48%	78.78K	2.53M	-22.07K	-21.88%
Mar 31, 2026	SCS CAPITAL MANAGEMENT LLC	0.51%	83.6K	2.69M	0	0
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.16%	26.02K	836.84K	-4.72K	-15.34%
Mar 31, 2026	CVA FAMILY OFFICE, LLC	0.13%	20.64K	663.72K	131	+0.64%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.21%	34.62K	1.1M	2.63K	+8.21%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	36.45K	1.17M	24K	+192.66%
Mar 31, 2026	HBW ADVISORY SERVICES LLC	0.32%	51.22K	1.65M	1.59K	+3.20%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	56.45K	1.82M	56.45K	+100.00%
Mar 31, 2026	GRANEY & KING, LLC	0%	98	3.14K	-121.86K	-99.92%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.14%	23.22K	746.82K	-1.43K	-5.82%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.51%	246.15K	7.92M	91.9K	+59.58%
Mar 31, 2026	MORGAN STANLEY	0.16%	25.2K	810.43K	16.89K	+203.07%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.54%	88.41K	2.84M	-27.59K	-23.78%
Mar 31, 2026	CWM, LLC	0.68%	109.93K	3.54M	10.62K	+10.69%
Mar 31, 2026	LPL FINANCIAL LLC	2.01%	326.42K	10.5M	61.22K	+23.09%
Mar 31, 2026	ARGI INVESTMENT SERVICES, LLC	14.58%	2.37M	76.24M	0	0
Mar 31, 2026	WEST BRANCH CAPITAL LLC	0%	0	-	-520	-100.00%
Mar 31, 2026	CARTESIAN GROWTH CORP	28.53%	4.64M	149.12M	213.37K	+4.82%
Mar 31, 2026	FIDUCIARY TRUST CO	31.03%	5.04M	162.23M	-151.37K	-2.91%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.17%	27.53K	885.42K	742	+2.77%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	41.33K	1.33M	24.02K	+138.74%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	35	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.15%	25.06K	805.86K	3.58K	+16.64%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-17.17K	-100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	55	1.77K	55	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.07%	10.76K	345.91K	10.76K	+100.00%
Mar 31, 2026	US BANCORP \DE\	0.07%	11.83K	380.29K	11.83K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.1%	15.69K	504.44K	1.84K	+13.25%
Mar 31, 2026	MARSHALL INVESTMENT MANAGEMENT, LLC	0.31%	50.58K	1.63M	2.93K	+6.15%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.42%	68.85K	2.21M	191	+0.28%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	138	4.45K	1	+0.73%
Mar 31, 2026	FRANKLIN RESOURCES INC	0%	403	12.96K	403	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	459	14.76K	-372	-44.77%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	800	25.73K	800	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	1.38K	44.45K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.02%	4.01K	129.06K	-2	-0.05%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	6.38K	205.23K	6.38K	+100.00%
Mar 31, 2026	HOLOS INTEGRATED WEALTH LLC	0.04%	6.57K	212.26K	6.57K	+100.00%
Mar 31, 2026	INSCRIPTION CAPITAL, LLC	0.04%	6.8K	218.69K	6.8K	+100.00%
Mar 31, 2026		0.05%	7.53K	242.24K	-997	-11.69%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.05%	8.43K	270.95K	8.43K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.11%	18.46K	593.72K	964	+5.51%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	21.48K	568.02K	1.01K	+4.95%
Dec 31, 2025	FIDUCIARY TRUST CO	35.44%	5.2M	137.38M	-137.71K	-2.58%
Dec 31, 2025	CARTESIAN GROWTH CORP	30.17%	4.42M	116.96M	36.75K	+0.84%
Dec 31, 2025	ARGI INVESTMENT SERVICES, LLC	17.11%	2.37M	62.68M	7.68K	+0.32%
Dec 31, 2025	LPL FINANCIAL LLC	1.77%	265.2K	7.01M	-43.78K	-14.17%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.16%	169.62K	4.48M	-941	-0.55%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.05%	154.25K	4.08M	5.17K	+3.47%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.87%	120.18K	3.18M	11.29K	+10.37%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.8%	116.01K	3.07M	5.79K	+5.25%
Dec 31, 2025		0.06%	8.53K	225.52K	8.53K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	8.32K	219.85K	1	+0.01%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.21K	137.7K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.03%	4.02K	106.16K	-16.98K	-80.88%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	1.38K	36.54K	150	+12.18%
Dec 31, 2025	COMERICA BANK	0.01%	800	21.15K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	831	21.97K	-347	-29.46%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	801	21.19K	801	+100.00%
Dec 31, 2025	WEST BRANCH CAPITAL LLC	0%	520	13.75K	-520	-50.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	137	3.63K	1	+0.74%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	35	-1	-50.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-11.65K	-100.00%
Dec 31, 2025	GRANEY & KING, LLC	0.83%	121.96K	3.22M	78.53K	+180.82%
Dec 31, 2025	EASTERN BANK	0.73%	100.85K	2.67M	100.85K	+100.00%
Dec 31, 2025	CWM, LLC	0.69%	99.32K	2.63M	3.35K	+3.49%
Dec 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.56%	83.6K	2.21M	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.47%	68.66K	1.82M	68.66K	+100.00%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.36%	49.63K	1.31M	41.7K	+526.12%
Dec 31, 2025	MARSHALL INVESTMENT MANAGEMENT, LLC	0.32%	47.65K	1.26M	858	+1.83%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.29%	41.99K	1.11M	-8.75K	-17.24%
Dec 31, 2025	UBS GROUP AG	0.26%	37.87K	1M	144	+0.38%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.22%	30.74K	812.69K	12.44K	+67.96%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.22%	31.99K	845.87K	8.23K	+34.61%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.19%	26.79K	708.32K	26.79K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	26.03K	688.18K	4.29K	+19.72%
Dec 31, 2025	STONEX GROUP INC.	0.17%	24.77K	654.95K	24.77K	+100.00%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	24.66K	651.91K	24.66K	+100.00%
Dec 31, 2025	CVA FAMILY OFFICE, LLC	0.15%	20.51K	542.21K	157	+0.77%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	17.31K	458K	116	+0.67%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.12%	17.17K	454K	-4.07K	-19.18%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	17.16K	453.68K	-8.13K	-32.14%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	17.5K	462.66K	498	+2.93%
Dec 31, 2025	ROYAL BANK OF CANADA	0.09%	12.46K	329K	2.85K	+29.68%
Dec 31, 2025	SIGMA PLANNING CORP	0.1%	13.85K	366.19K	-465	-3.25%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	42	2	+100.00%
Sep 30, 2025	COMERICA BANK	0.01%	800	20.93K	0	0
Sep 30, 2025	WEST BRANCH CAPITAL LLC	0.01%	1.04K	27.21K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.18K	30.98K	601	+104.16%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	1.23K	32.24K	1.23K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	5.21K	136.28K	0	0
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.05%	7.93K	207.4K	-4.42K	-35.79%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.13%	170.56K	4.46M	1.23K	+0.73%
Sep 30, 2025	LPL FINANCIAL LLC	2.04%	308.98K	8.08M	-29.73K	-8.78%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	136	3.57K	1	+0.74%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	17.2K	450K	2.59K	+17.71%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.12%	18.3K	478.85K	2.03K	+12.45%
Sep 30, 2025	CVA FAMILY OFFICE, LLC	0.13%	20.35K	532.48K	171	+0.85%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	20.47K	535.62K	-41	-0.20%
Sep 30, 2025	CWM, LLC	0.63%	95.96K	2.51M	5.31K	+5.85%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.72%	108.89K	2.85M	10.78K	+10.99%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.73%	110.22K	2.88M	8.9K	+8.78%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.14%	21.24K	556K	21.24K	+100.00%
Sep 30, 2025	GRANEY & KING, LLC	0.29%	43.43K	1.14M	43.43K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.25%	37.73K	987.28K	-5	-0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	25.29K	661.65K	10.75K	+73.98%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	23.77K	621.9K	351	+1.50%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	21.74K	569K	4.58K	+26.70%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	17K	444.85K	4.98K	+41.40%
Sep 30, 2025	SIGMA PLANNING CORP	0.09%	14.32K	374.58K	107	+0.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	11.65K	304.79K	-3.68K	-23.99%
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	9.61K	251K	-4.45K	-31.64%
Sep 30, 2025	MORGAN STANLEY	0.05%	8.31K	217.55K	6.14K	+281.55%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.55%	83.6K	2.19M	0	0
Sep 30, 2025	CARTESIAN GROWTH CORP	28.99%	4.39M	114.79M	213.62K	+5.12%
Sep 30, 2025	ARGI INVESTMENT SERVICES, LLC	15.61%	2.36M	61.83M	-37.68K	-1.57%
Sep 30, 2025	MARSHALL INVESTMENT MANAGEMENT, LLC	0.31%	46.79K	1.22M	46.79K	+100.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.34%	50.74K	1.33M	-980	-1.89%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.99%	149.07K	3.9M	2.94K	+2.01%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0%	0	-	-20.93K	-100.00%
Sep 30, 2025	FIDUCIARY TRUST CO	35.25%	5.33M	139.56M	-4.85K	-0.09%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-59.77K	-100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	0%	0	-	-66.47K	-100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.14%	21K	549.42K	-1.05K	-4.76%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-29.71K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	14.61K	374K	-86	-0.59%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.56%	83.6K	2.14M	0	0
Jun 30, 2025	MARSHALL INVESTMENT MANAGEMENT, LLC	0%	0	-	-40.41K	-100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.11%	16.27K	417.14K	4.05K	+33.09%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	0.11%	16.27K	417.14K	16.27K	+100.00%
Jun 30, 2025	CWM, LLC	0.61%	90.66K	2.32M	90.66K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.66%	98.11K	2.51M	1.86K	+1.93%
Jun 30, 2025	MORGAN STANLEY	0.01%	2.18K	55.86M	-1.37K	-38.64%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.68%	101.32K	2.6M	-1.93K	-1.87%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.99%	146.13K	3.75M	-27.29K	-15.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.14%	169.33K	4.34M	-11.53K	-6.38%
Jun 30, 2025	LPL FINANCIAL LLC	2.29%	338.71K	8.68M	3.87K	+1.16%
Jun 30, 2025	CARTESIAN GROWTH CORP	28.16%	4.17M	106.99M	79.68K	+1.95%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.4%	59.77K	1.53M	9.64K	+19.22%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.45%	66.47K	1.7M	-7.63K	-10.30%
Jun 30, 2025	SIGMA PLANNING CORP	0.1%	14.21K	364.19K	5.46K	+62.41%
Jun 30, 2025	ARGI INVESTMENT SERVICES, LLC	16.2%	2.4M	61.53M	0	0
Jun 30, 2025	FIDUCIARY TRUST CO	36.02%	5.34M	136.84M	-56.34K	-1.04%
Jun 30, 2025		0%	0	-	-40.41K	-100.00%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	23.42K	600.21K	-382	-1.61%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.14%	20.93K	536.36K	775	+3.85%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0%	0	-	-20.87K	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-299	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-16.38K	-100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-18.77K	-100.00%
Jun 30, 2025	WEST BRANCH CAPITAL LLC	0.01%	1.04K	26.66K	1.04K	+100.00%
Jun 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-12.21K	-100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	0	-	-309.93K	-100.00%
Jun 30, 2025	ROCK CREEK GROUP, LP	0%	0	-	-105.91K	-100.00%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0%	0	-	-11.84K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	135	3.47K	1	+0.75%
Jun 30, 2025	COMERICA BANK	0.01%	800	20.51K	200	+33.33%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	5.21K	133.49K	5.21K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	12.02K	308.18K	-322.3K	-96.40%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.08%	12.34K	316.41K	12.34K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.09%	14.05K	360K	2.92K	+26.22%
Jun 30, 2025	JANE STREET GROUP, LLC	0.1%	14.53K	372.54K	2.08K	+16.70%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	51.72K	1.33M	-2.53K	-4.67%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	15.33K	392.82K	349	+2.33%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	17.16K	440K	500	+3.00%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.14%	20.18K	517.24K	176	+0.88%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	20.51K	525.75K	5.31K	+34.92%
Jun 30, 2025	IFP ADVISORS, INC	0.15%	22.05K	565.15K	-34	-0.15%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	29.71K	761.6K	29.71K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.25%	37.74K	967.26K	28.19K	+295.34%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	577	14.79K	-500	-46.43%
Mar 31, 2025	CVA FAMILY OFFICE, LLC	0.14%	20K	521.08K	-5.5K	-21.57%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.14%	20.15K	524.91K	20.15K	+100.00%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.15%	20.87K	544.29K	20.87K	+100.00%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.72%	103.25K	2.69M	4.11K	+4.15%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.58%	83.6K	2.18M	83.6K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.02%	3.55K	92.5K	1.8K	+102.91%
Mar 31, 2025	SIGMA PLANNING CORP	0.06%	8.75K	227.88K	8.75K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.07%	9.55K	248.65K	-298	-3.03%
Mar 31, 2025	ROYAL BANK OF CANADA	0.08%	11.13K	290K	-19.26K	-63.38%
Mar 31, 2025	LPL FINANCIAL LLC	2.33%	334.84K	8.72M	123.64K	+58.54%
Mar 31, 2025	ARGI INVESTMENT SERVICES, LLC	16.73%	2.4M	62.53M	0	0
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.08%	11.84K	308.37K	11.84K	+100.00%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.09%	12.21K	318.15K	-1.4K	-10.28%
Mar 31, 2025		0.09%	12.23K	318.54K	1.43K	+13.27%
Mar 31, 2025	JANE STREET GROUP, LLC	0.09%	12.45K	324.43K	12.45K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	14.7K	383K	-96	-0.65%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	14.98K	390.13K	140	+0.94%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.11%	15.2K	396.01K	15.2K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	134	3.49K	1	+0.75%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.11%	16.38K	427K	16.38K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	16.66K	434K	4.67K	+38.95%
Mar 31, 2025	IFP ADVISORS, INC	0.15%	22.08K	575.21K	639	+2.98%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	23.8K	619.94K	4.37K	+22.52%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.35%	50.13K	1.31M	1.92K	+3.99%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.67%	96.26K	2.51M	-990	-1.02%
Mar 31, 2025	ROCK CREEK GROUP, LP	0.74%	105.91K	2.52M	52.96K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.21%	173.43K	4.52M	-12.23K	-6.59%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.26%	180.86K	4.71M	9.86K	+5.76%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	2.16%	309.93K	8.07M	-64.8K	-17.29%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.33%	334.33K	8.71M	1.72K	+0.52%
Mar 31, 2025	CARTESIAN GROWTH CORP	28.52%	4.09M	106.64M	284.39K	+7.47%
Mar 31, 2025	FIDUCIARY TRUST CO	37.59%	5.39M	140.54M	77	0.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0%	0	-	-9.52K	-100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	54.25K	1.41M	-413	-0.76%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	299	7.79K	299	+100.00%
Mar 31, 2025	COMERICA BANK	0%	600	15.63K	0	0
Mar 31, 2025	BENJAMIN EDWARDS INC	0.52%	74.1K	1.93M	74.1K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	1.08K	28.05K	0	0
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.13%	18.77K	488.98K	18.77K	+100.00%

Frequently Asked Questions