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

Who are the major shareholders selling Innovator Emerging Markets Power Buffer ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in EJUL by -18.01% restricting it's holding to 14.27 thousand shares of worth nearly $446.00K. WINNOW WEALTH LLC also lessened -2.32% of the EJUL shares from its portfolio, reducing its holding to 6.66 thousand shares of worth $207.89K. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned EJUL shares holding by -17.06% last quarter which brought its holding to 6.81 thousand shares worth $212.67K.

Investors who are buying EJUL stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in EJUL by 34.58% in the last quarter. The institutional holder raised its holding to 60.47 thousand shares having worth more than $1.89M. ACCESS FINANCIAL SERVICES, INC. also added 100% more shares of EJUL to its portfolio, raising its holding to 8.18 thousand shares of worth $255.59K. HB WEALTH MANAGEMENT, LLC also increased its EJUL shares holding by 100% which brought its holding to 9.07 thousand shares worth $283.27K.

EJUL's major insiders: who are they?

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

Did an insider recently sell EJUL stock?

Company executives, directors, and other insiders own N/A percent of Innovator Emerging Markets Power Buffer ETF's stock. Within the last six months, there have been 0 transaction(s) in which EJUL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EJUL stock?

There have been 0 transaction(s) during the past 6-months in which Innovator Emerging Markets Power Buffer ETF insiders have bought stock, totalling 0 shares

How much of EJUL does insiders own?

Around 0 Innovator Emerging Markets Power Buffer ETF shares are held by insiders, which represents about N/A of EJUL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EJUL?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in EJUL which holds 14.27 thousand shares worth $446.00K or 0.32% of the total EJUL shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 60.47 thousand shares representing 1.34% of the EJUL ownership. ACCESS FINANCIAL SERVICES, INC. is the third largest stakeholder with 8.18 thousand shares or 0.18% of the ownership worth more than $255.59K.

Is Innovator Emerging Markets Power Buffer 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 EJUL is concerned, it is a stock which is not optionable.

Is there a short position on EJUL's shares?

Number of EJUL 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 EJUL shares are there?

As of today, null shares of EJUL are outstanding.

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

EJUL 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 EJUL is null.

Innovator Emerging Markets Power Buffer ETF (EJUL) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 14.27K shares valued at $446.00K. A 0.32% stake in Innovator Emerging Markets Power Buffer ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 60.47K shares valued at $1.89M, which translates its holding of 1.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	14.27K	446K	-3.13K	-18.01%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.34%	60.47K	1.89M	15.54K	+34.58%
Jun 30, 2026	ACCESS FINANCIAL SERVICES, INC.	0.18%	8.18K	255.59K	8.18K	+100.00%
Jun 30, 2026	HB WEALTH MANAGEMENT, LLC	0.2%	9.07K	283.27K	9.07K	+100.00%
Jun 30, 2026	WINNOW WEALTH LLC	0.15%	6.66K	207.89K	-158	-2.32%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	6.81K	212.67K	-1.4K	-17.06%
Jun 30, 2026	US BANCORP \DE\	0.16%	6.83K	213.36K	6.83K	+100.00%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	7.76K	242.53K	0	0
Jun 30, 2026	BENJAMIN EDWARDS INC	0.18%	8.05K	251.3K	-39	-0.48%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.29%	13.05K	407.72K	13.05K	+100.00%
Jun 30, 2026	HFG WEALTH MANAGEMENT, LLC	0.34%	15.33K	479.01K	-69.1K	-81.84%
Jun 30, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.35%	15.75K	492.09K	2.05K	+14.96%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.44%	19.58K	611.61K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.44%	19.7K	615.48K	2.16K	+12.28%
Jun 30, 2026	PFG ADVISORS	0.44%	19.71K	615.58K	-119	-0.60%
Jun 30, 2026	HELIUM ADVISORS LLC	0.45%	20.14K	629.23K	0	0
Jun 30, 2026	WORTHPOINTE, LLC	0.48%	21.58K	673.97K	-738	-3.31%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	35.02K	1.09M	3.72K	+11.89%
Jun 30, 2026	DILIGENT INVESTORS, LLC	1.04%	46.83K	1.46M	-6	-0.01%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	1.12%	50.3K	1.57M	2.63K	+5.51%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.2%	54.13K	1.69M	3.48K	+6.87%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	2.61%	117.32K	3.66M	-3.6K	-2.98%
Jun 30, 2026	CORRADO ADVISORS, LLC	2.88%	129.52K	4.05M	11.89K	+10.11%
Jun 30, 2026	ADVUS FINANCIAL PARTNERS, LLC	0.61%	27.3K	852.74K	-100	-0.37%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.29%	58K	1.81M	36.44K	+169.03%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.22%	10.08K	314.79K	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.23%	10.18K	318K	0	0
Jun 30, 2026	TREK FINANCIAL, LLC	0.31%	13.75K	429.43K	6.14K	+80.72%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.32%	14.29K	447K	-2.6K	-15.37%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.34%	15.3K	477.79K	-1.12K	-6.82%
Jun 30, 2026	SIGNATUREFD, LLC	0.4%	18.12K	566.07K	0	0
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.23%	10.5K	328.13K	10.5K	+100.00%
Jun 30, 2026	WPWEALTH LLP	0.42%	18.87K	589.49K	0	0
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.23%	10.3K	321.72K	310	+3.10%
Jun 30, 2026		0.23%	9.91K	309.41K	-2.55K	-20.50%
Jun 30, 2026	LIBERTY ATLANTIC ADVISORS LLC	1.98%	89.21K	2.79M	-2.89K	-3.14%
Jun 30, 2026	BFI WEALTH SOLUTIONS, LLC	0.95%	42.93K	1.34M	6.29K	+17.15%
Jun 30, 2026	CORNERSTONE WEALTH, LLC/TN	0.4%	17.91K	546.04K	8.83K	+97.29%
Jun 30, 2026	OPUS FINANCIAL SOLUTIONS LLC	0.22%	9.91K	309.41K	-2.55K	-20.50%
Jun 30, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.49%	22.11K	680.34K	22.11K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.5%	22.56K	704.61K	6.43K	+39.91%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.64%	28.93K	903.63K	300	+1.05%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	1.57%	70.62K	2.21M	-3.69K	-4.96%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.66%	74.61K	2.33M	6.49K	+9.53%
Jun 30, 2026	IFRAH FINANCIAL SERVICES, INC.	0.43%	19.48K	608.4K	-129	-0.66%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.4%	18.21K	568.94K	2.12K	+13.15%
Jun 30, 2026	AMBASSADOR ADVISORS, LLC	0.3%	13.5K	421.81K	-45	-0.33%
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.18%	8.3K	259.15K	8.3K	+100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.19%	8.66K	270.49K	-1.32K	-13.18%
Jun 30, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.52%	23.34K	729.04K	1.78K	+8.23%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.56%	25.15K	785.76K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.79%	35.39K	1.11M	11.27K	+46.71%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	40.52K	569.58K	17.63K	+77.06%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.97%	43.59K	1.32M	-1.95K	-4.28%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.33%	59.85K	1.87M	-15.91K	-20.99%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	1.35%	60.93K	1.9M	3.17K	+5.48%
Mar 31, 2026	IFRAH FINANCIAL SERVICES, INC.	0.44%	19.61K	585.92K	-610	-3.02%
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.57%	25.15K	751.76K	0	0
Mar 31, 2026	CAPE INVESTMENT ADVISORY, INC.	0.64%	28.63K	855.55K	-16	-0.06%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.14%	50.65K	1.51M	-4.61K	-8.34%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.22%	9.97K	298.08K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.54%	24.12K	720.82K	910	+3.92%
Mar 31, 2026		0.2%	9.08K	279.61K	9.08K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.46%	64.83K	1.94M	64.83K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	68.12K	2.04M	-2.77K	-3.91%
Mar 31, 2026	TREK FINANCIAL, LLC	0.17%	7.61K	227.34K	-434	-5.40%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.17%	7.76K	232.04K	-2	-0.03%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.18%	8.08K	241.59K	-977	-10.78%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	2.72%	120.92K	3.61M	-6.74K	-5.28%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.36%	16.12K	481.82K	0	0
Mar 31, 2026	DILIGENT INVESTORS, LLC	1.05%	46.84K	1.4M	0	0
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.37%	16.42K	490.58K	846	+5.43%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.38%	16.89K	505K	0	0
Mar 31, 2026	SIGNATUREFD, LLC	0.41%	18.12K	541.57K	0	0
Mar 31, 2026	WPWEALTH LLP	0.42%	18.87K	563.98K	0	0
Mar 31, 2026	PFG ADVISORS	0.45%	19.83K	592.49K	-116	-0.58%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.48%	21.56K	644.34K	-658	-2.96%
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.48%	21.56K	644.43K	81	+0.38%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.7%	31.3K	935.35K	1.73K	+5.83%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.03%	1.39K	41.39K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.07%	3.06K	91.82K	2.27K	+289.17%
Mar 31, 2026	WORTH FINANCIAL ADVISORY GROUP, LLC	0.07%	3.35K	1.22M	3.35K	+100.00%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.08%	3.49K	104.15K	1	+0.03%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.09%	3.99K	119.22K	399	+11.11%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.11%	4.92K	147.01K	4.92K	+100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.14%	6.42K	191.75K	-40	-0.62%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.16%	7.1K	212.19K	0	0
Mar 31, 2026	WORTHPOINTE, LLC	0.5%	22.31K	666.85K	4.54K	+25.53%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.51%	22.63K	676.29K	-1.84K	-7.52%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.67%	74.31K	2.22M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.7%	75.76K	2.26M	12.7K	+20.14%
Mar 31, 2026	HFG WEALTH MANAGEMENT, LLC	1.9%	84.44K	2.52M	2.8K	+3.43%
Mar 31, 2026	3EDGE ASSET MANAGEMENT, LP	2.08%	92.68K	2.72M	92.68K	+100.00%
Mar 31, 2026	CORRADO ADVISORS, LLC	2.64%	117.63K	3.52M	-2.2K	-1.84%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.44%	19.58K	585.14K	0	0
Mar 31, 2026	TALON PRIVATE WEALTH, LLC	1.3%	57.77K	1.73M	57.77K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.23%	10.18K	304K	-900	-8.12%
Mar 31, 2026	ARLINGTON CAPITAL MANAGEMENT, INC.	0.31%	13.7K	409.53K	13.7K	+100.00%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.36%	16.1K	487.55K	2.45K	+17.97%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	22.88K	683.39K	-8.29K	-26.59%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.01%	44.93K	1.34M	-23.7K	-34.53%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	8.21K	245.31K	-12.44K	-60.24%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.22%	9.99K	298.53K	-92	-0.91%
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.23%	10.08K	301.16K	-72	-0.71%
Mar 31, 2026	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.23%	10.23K	305.86K	0	0
Mar 31, 2026	AMBASSADOR ADVISORS, LLC	0.3%	13.55K	404.9K	-224	-1.63%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	17.4K	520K	1.52K	+9.54%
Mar 31, 2026	IFP ADVISORS, INC	0.39%	17.55K	524.44K	-570	-3.15%
Mar 31, 2026	HELIUM ADVISORS LLC	0.45%	20.14K	602K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.46%	20.5K	612.7K	20.5K	+100.00%
Mar 31, 2026	CWM, LLC	0.96%	42.79K	1.28M	-211	-0.49%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	1.02%	45.54K	1.36M	10.48K	+29.88%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	1.07%	47.67K	1.42M	-125	-0.26%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	1.3%	57.77K	1.73M	17.66K	+44.01%
Dec 31, 2025	WPWEALTH LLP	0.43%	18.87K	559.5K	0	0
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.16%	7.1K	210.51K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0.14%	6.46K	191.41K	-306	-4.53%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.08%	3.59K	106.44K	1.1K	+43.95%
Dec 31, 2025	WINNOW WEALTH LLC	0.18%	7.81K	234.21K	-1.19K	-13.21%
Dec 31, 2025	TREK FINANCIAL, LLC	0.18%	8.04K	238.41K	-374	-4.44%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.2%	9.06K	268.63K	272	+3.09%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.23%	10.15K	300.91K	-203	-1.96%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.23%	9.97K	295.72K	-1.1K	-9.93%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	0.23%	10.08K	298.89K	10.08K	+100.00%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.38%	16.89K	501K	-789	-4.46%
Dec 31, 2025	WORTHPOINTE, LLC	0.39%	17.78K	527.01K	2.6K	+17.13%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.03%	1.39K	41.06K	0	0
Dec 31, 2025	SIGNATUREFD, LLC	0.4%	18.12K	537.26K	0	0
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.65%	28.64K	849.23K	28.64K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	11.08K	329K	0	0
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	7.77K	230.25K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.31%	13.64K	404.53K	1.86K	+15.76%
Dec 31, 2025	AMBASSADOR ADVISORS, LLC	0.31%	13.77K	408.32K	-29	-0.21%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.35%	15.57K	461.6K	15.57K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.53%	23.21K	688.12K	419	+1.84%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.65%	74.31K	2.2M	-2.56K	-3.33%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	391	11.59K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.36%	16.12K	478K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.41%	18.12K	537.18K	-465	-2.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	29.57K	876.77K	-22.1K	-42.77%
Dec 31, 2025	JDM FINANCIAL GROUP LLC	0%	71	2.11K	0	0
Dec 31, 2025	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	0%	23	682	0	0
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	21	623	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.69%	31.17K	935.99K	6.59K	+26.80%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.78%	35.07K	1.04M	5.11K	+17.06%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.89%	40.11K	1.19M	40.11K	+100.00%
Dec 31, 2025	HFG WEALTH MANAGEMENT, LLC	1.81%	81.64K	2.42M	-11.41K	-12.27%
Dec 31, 2025	CORRADO ADVISORS, LLC	2.7%	119.83K	3.55M	-603	-0.50%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	2.83%	127.66K	3.78M	-8.48K	-6.23%
Dec 31, 2025	UBS GROUP AG	0.01%	620	18.38M	620	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	785	23.27M	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.03K	30.66K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.02%	1.1K	32.55K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.43%	63.06K	1.87M	245	+0.39%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.55%	68.63K	2.03M	-6.24K	-8.33%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.6%	70.89K	2.1M	-392	-0.55%
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.49%	21.48K	636.91K	117	+0.55%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.55%	24.47K	725.5K	24.47K	+100.00%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.57%	25.15K	745.78K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	25.74K	763.07K	-24.17K	-48.43%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.25%	55.26K	1.64M	-9.72K	-14.95%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.5%	22.22K	658.74K	-12.35K	-35.73%
Dec 31, 2025	PFG ADVISORS	0.44%	19.94K	591.23K	310	+1.58%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	501	14.85K	-205.76K	-99.76%
Dec 31, 2025	CWM, LLC	0.97%	43K	1.28M	-220	-0.51%
Dec 31, 2025	ACCESS FINANCIAL SERVICES, INC.	1%	45.17K	1.34M	-77.11K	-63.06%
Dec 31, 2025	DILIGENT INVESTORS, LLC	1.04%	46.84K	1.39M	-14	-0.03%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	1.09%	47.8K	1.42M	-56	-0.12%
Dec 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.23%	10.23K	303.43K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.36%	15.88K	471K	1.15K	+7.78%
Dec 31, 2025		0.37%	16.26K	482.06K	16.26K	+100.00%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.44%	19.58K	580.49K	0	0
Dec 31, 2025	IFRAH FINANCIAL SERVICES, INC.	0.45%	20.22K	599.36K	-623	-2.99%
Dec 31, 2025	HELIUM ADVISORS LLC	0.46%	20.14K	597.21K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.47%	20.65K	612.13K	-257	-1.23%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	51.67K	1.5M	28.02K	+118.43%
Sep 30, 2025	PFG ADVISORS	0.38%	19.63K	568.11K	7.73K	+64.90%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	11.08K	321K	405	+3.79%
Sep 30, 2025	IFRAH FINANCIAL SERVICES, INC.	0.4%	20.84K	603.04K	-231	-1.10%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.34%	17.68K	512K	0	0
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.47%	76.87K	2.22M	-7.42K	-8.80%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	7.1K	205.47K	7.1K	+100.00%
Sep 30, 2025	JDM FINANCIAL GROUP LLC	0%	71	2.06K	71	+100.00%
Sep 30, 2025	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	0%	23	666	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	21	608	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.13%	58.93K	1.71M	58.93K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.92%	47.85K	1.38M	-23.54K	-32.98%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.66%	34.57K	1M	24.47K	+242.25%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.07%	3.48K	100.82K	0	0
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	2.6%	136.14K	3.94M	4.86K	+3.70%
Sep 30, 2025	ACCESS FINANCIAL SERVICES, INC.	2.34%	122.28K	3.54M	122.28K	+100.00%
Sep 30, 2025	CORRADO ADVISORS, LLC	2.3%	120.44K	3.49M	-443	-0.37%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	785	22.72K	-379	-32.56%
Sep 30, 2025	COMPASS FINANCIAL SERVICES INC	0.01%	744	21.53K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	391	11.32K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	228	6.61K	228	+100.00%
Sep 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0%	166	4.8K	166	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.36%	71.29K	2.06M	5.54K	+8.43%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.24%	64.98K	1.88M	20.74K	+46.87%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.2%	62.81K	1.82M	-7.67K	-10.88%
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.9%	46.85K	1.36M	1.35K	+2.97%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.48%	25.15K	727.94K	0	0
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.23%	11.79K	341.08K	2.35K	+24.84%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.21%	11.07K	320.47K	11.07K	+100.00%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.2%	10.35K	299.58K	-14.5K	-58.34%
Sep 30, 2025	WINNOW WEALTH LLC	0.17%	9K	260.86K	9K	+100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.17%	8.79K	254.33K	171	+1.98%
Sep 30, 2025	TREK FINANCIAL, LLC	0.16%	8.42K	243.52K	-374	-4.26%
Sep 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.15%	8.04K	233.95K	0	0
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.15%	7.77K	224.74K	-234	-2.92%
Sep 30, 2025		0.13%	7.03K	203.39K	7.03K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.13%	6.76K	195.69K	-644	-8.70%
Sep 30, 2025	ELMWOOD WEALTH MANAGEMENT, INC.	0.7%	36.64K	1.06M	36.64K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.49%	25.46K	736.82K	25.46K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.47%	24.58K	715.24K	-130	-0.53%
Sep 30, 2025	LPL FINANCIAL LLC	0.44%	22.79K	659.52K	-536	-2.30%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.41%	21.37K	618.29K	1.69K	+8.59%
Sep 30, 2025	ALLWORTH FINANCIAL LP	3.94%	206.27K	5.97M	206.12K	+138,332.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.43%	74.87K	2.13M	-3.03K	-3.89%
Sep 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.57%	29.96K	866.9K	12.52K	+71.83%
Sep 30, 2025	IFP ADVISORS, INC	0.36%	18.58K	537.78K	-186	-0.99%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.4%	20.9K	604.92K	12.96K	+163.03%
Sep 30, 2025	HELIUM ADVISORS LLC	0.39%	20.14K	582.92K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.38%	19.76K	571.81K	19.76K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.31%	16.12K	466.56K	6.26K	+63.48%
Sep 30, 2025	WORTHPOINTE, LLC	0.29%	15.18K	439.18K	-272	-1.76%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	14.74K	426K	-1.7K	-10.35%
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	0.26%	13.8K	399.39K	13.8K	+100.00%
Sep 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.2%	10.23K	296.16K	0	0
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.13%	7.03K	203.39K	7.03K	+100.00%
Sep 30, 2025	HFG WEALTH MANAGEMENT, LLC	1.78%	93.05K	2.69M	-6.14K	-6.19%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.05%	2.49K	72.18K	1.41K	+129.86%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.03%	1.39K	40.08K	-280	-16.82%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.02%	1.1K	31.78K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.95%	49.91K	1.44M	49.91K	+100.00%
Sep 30, 2025	CWM, LLC	0.83%	43.22K	1.25M	-866	-1.96%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.37%	19.58K	566.6K	0	0
Sep 30, 2025	WPWEALTH LLP	0.36%	18.87K	546.11K	930	+5.18%
Sep 30, 2025	PRIVATE CLIENT SERVICES, LLC	0.35%	18.47K	534.42K	18.47K	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0.35%	18.12K	524.41K	18.12K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.22%	9.44K	261.33K	9.44K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	9.86K	272.98K	365	+3.84%
Jun 30, 2025	PFG ADVISORS	0.28%	11.91K	329.53K	11.91K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.29%	12.37K	342.43K	-572	-4.42%
Jun 30, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.33%	13.95K	386.11K	0	0
Jun 30, 2025	WORTHPOINTE, LLC	0.36%	15.45K	427.6K	0	0
Jun 30, 2025	TRIAD WEALTH PARTNERS, LLC	0.41%	17.43K	482.54K	8.48K	+94.80%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.42%	17.68K	489K	-285	-1.59%
Jun 30, 2025	WPWEALTH LLP	0.42%	17.94K	496.61K	2.34K	+15.00%
Jun 30, 2025	IFP ADVISORS, INC	0.44%	18.77K	519.53K	-1.43K	-7.06%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.46%	19.58K	541.95K	0	0
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.08%	3.48K	96.44K	-23.5K	-87.09%
Jun 30, 2025	HELIUM ADVISORS LLC	0.48%	20.14K	557.56K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.55%	23.33K	645.66K	13.18K	+129.84%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	23.66K	654.82K	8.67K	+57.82%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.56%	23.82K	659.42K	-2.04K	-7.88%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	24.71K	685.29K	0	0
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.59%	24.85K	687.76K	-4.6K	-15.61%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.59%	25.15K	696.26K	1.15K	+4.78%
Jun 30, 2025	CWM, LLC	1.04%	44.09K	1.22M	-351	-0.79%
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0%	0	-	-8.6K	-100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	16.44K	455K	4.41K	+36.67%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-8.02K	-100.00%
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.41%	17.23K	476.98K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.04%	44.24K	1.22M	237	+0.54%
Jun 30, 2025	DILIGENT INVESTORS, LLC	1.07%	45.5K	1.26M	-1.23K	-2.64%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	1.16%	49.37K	1.37M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.84%	77.9K	2.16M	11.02K	+16.47%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.55%	65.74K	1.82M	-8.25K	-11.15%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	1.68%	71.4K	1.98M	-1.02K	-1.41%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.46%	19.68K	544.6K	19.68K	+100.00%
Jun 30, 2025	CORRADO ADVISORS, LLC	2.85%	120.88K	3.35M	33.74K	+38.72%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	10.68K	296K	0	0
Jun 30, 2025	ATLANTIC PRIVATE WEALTH, LLC	0%	0	-	-2.89K	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.17%	7.41K	205K	501	+7.26%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	10.1K	279.6K	-11.49K	-53.23%
Jun 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.24%	10.23K	283.28K	10.23K	+100.00%
Jun 30, 2025	IFRAH FINANCIAL SERVICES, INC.	0.5%	21.07K	583.19K	-248	-1.16%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.99%	84.29K	2.33M	-1.59K	-1.85%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	149	4.13K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.66%	70.48K	1.95M	15.73K	+28.73%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	3.1%	131.28K	3.63M	-1.7K	-1.28%
Jun 30, 2025	FINANCIAL NETWORK WEALTH ADVISORS LLC	0%	0	-	-424	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.03K	28.62K	1.03K	+100.00%
Jun 30, 2025	HFG WEALTH MANAGEMENT, LLC	2.34%	99.18K	2.51M	-2.72K	-2.67%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.03%	1.1K	30.39K	0	0
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0%	0	-	-22K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-776	-100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-12.09K	-100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-44	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-1.73K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1.01K	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	21	581	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	391	10.82K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.09K	30.03K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	1.16K	32.22K	-815	-41.18%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.04%	1.67K	46.09K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.07%	2.9K	71.41K	49	+1.72%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	7.95K	219.97K	425	+5.65%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.19%	8K	221.44K	0	0
Jun 30, 2025		0.08%	3.48K	96.44K	-23.5K	-87.09%
Jun 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.19%	8.04K	222.98K	8.04K	+100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.2%	8.62K	238.55K	8.62K	+100.00%
Jun 30, 2025	TREK FINANCIAL, LLC	0.21%	8.79K	243.28K	-2.02K	-18.69%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.3%	8.02K	202.57K	8.02K	+100.00%
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	1.82%	49.37K	1.25M	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	1.1K	27.74K	-760	-40.90%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.06%	1.67K	42.07K	0	0
Mar 31, 2025	HFG WEALTH MANAGEMENT, LLC	3.76%	101.91K	2.51M	-209	-0.20%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.64%	17.23K	435.35K	-100	-0.58%
Mar 31, 2025	CORRADO ADVISORS, LLC	3.22%	87.14K	2.2M	-543	-0.62%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.32%	8.6K	217.29K	-74.26K	-89.62%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.45%	12.09K	305.41K	12.09K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.95%	25.86K	653.32K	-522	-1.98%
Mar 31, 2025		0.05%	1.37K	34.66K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	1.98K	50.06K	1.98K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.06%	1.73K	43.73K	-25	-1.42%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.72%	19.58K	494.64K	0	0
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.11%	2.85K	71.89K	-49	-1.69%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.09%	29.44K	743.87K	-1.55K	-5.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.62%	44.01K	1.11M	2.7K	+6.54%
Mar 31, 2025	CWM, LLC	1.64%	44.44K	1.12M	-2.78K	-5.89%
Mar 31, 2025	DILIGENT INVESTORS, LLC	1.73%	46.74K	1.18M	-7.09K	-13.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.35%	9.39K	237.28K	9.39K	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.75%	20.19K	510.18K	-5.41K	-21.14%
Mar 31, 2025	IFRAH FINANCIAL SERVICES, INC.	0.79%	21.32K	538.55K	10.01K	+88.56%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	21.6K	545.57K	-3.56K	-14.15%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.35%	9.5K	239.93K	-870	-8.39%
Mar 31, 2025	LPL FINANCIAL LLC	0.37%	10.15K	256.4K	936	+10.16%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	10.68K	270K	0	0
Mar 31, 2025	TREK FINANCIAL, LLC	0.4%	10.81K	273.08K	-691	-6.01%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	12.03K	304K	218	+1.85%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.81%	22K	555.8K	-7.85K	-26.30%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.89%	24.01K	606.51K	0	0
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	3.17%	85.87K	2.17M	694	+0.81%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.02%	54.75K	1.38M	-15.4K	-21.95%
Mar 31, 2025	PRAIRIE WEALTH ADVISORS, INC.	0.51%	13.95K	352.41K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.55%	14.99K	378.7K	905	+6.43%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	2.67%	72.42K	1.79M	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.91%	24.71K	624.35K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.47%	66.88K	1.69M	-8.47K	-11.24%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	4.91%	132.98K	3.36M	2.04K	+1.55%
Mar 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.11%	2.89K	72.94K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.25%	6.91K	174.45K	-23	-0.33%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	7.52K	190.03K	0	0
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.3%	8K	202.11K	-2.7K	-25.23%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.45%	12.13K	306.53K	-22K	-64.45%
Mar 31, 2025	CITADEL ADVISORS LLC	0.48%	12.94K	326.99K	12.94K	+100.00%
Mar 31, 2025	WORTHPOINTE, LLC	0.57%	15.45K	390.28K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.73%	74K	1.87M	-8.23K	-10.01%
Mar 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.33%	8.95K	226.09K	8.95K	+100.00%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.66%	17.96K	454K	7.42K	+70.33%
Mar 31, 2025	WPWEALTH LLP	0.58%	15.6K	394.14K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.52%	61.65K	1.47M	-16.06K	-20.67%
Mar 31, 2024	UBS GROUP AG	0%	100	2.38K	-1.84K	-94.85%
Mar 31, 2024	JPMORGAN CHASE & CO	0.11%	4.47K	106.4K	4.47K	+100.00%
Mar 31, 2024		0.12%	4.17K	99.14M	0	0
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.2%	7.07K	168.31K	-1.83K	-20.56%
Mar 31, 2024	LPL FINANCIAL LLC	0.22%	8.86K	210.93K	-1.01K	-10.19%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.24%	8.42K	200.41K	8.42K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.26%	10.37K	245K	-13.47K	-56.51%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.26%	9.05K	215.41K	0	0
Mar 31, 2024	NORTHCREST ASSET MANANGEMENT, LLC	0.27%	9.64K	229.45K	0	0
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.29%	10.06K	239.43K	10.06K	+100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.35%	12.28K	292K	0	0
Mar 31, 2024	IFRAH FINANCIAL SERVICES, INC.	0.35%	12.4K	295.24K	-6.69K	-35.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.37%	14.9K	354.72K	-582	-3.76%
Mar 31, 2024	LONG ISLAND WEALTH MANAGEMENT, INC.	0.39%	13.85K	330K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	16.58K	394.64K	-3.01K	-15.37%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.41%	14.5K	345.13K	0	0
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.43%	15.22K	362.15K	-4.3K	-22.03%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.45%	18.45K	439.05K	18.45K	+100.00%
Mar 31, 2024	WORTHPOINTE, LLC	0.46%	16.07K	382.55K	-3.85K	-19.33%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.55%	19.19K	456.64K	-637	-3.21%
Mar 31, 2024	SECURED RETIREMENT ADVISORS, LLC	0.68%	23.85K	567.75K	5.63K	+30.90%
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0.71%	24.95K	593.89K	-94	-0.38%
Mar 31, 2024	PILLAR WEALTH ADVISORS, LLC	0.91%	31.93K	759.88K	-15.43K	-32.59%
Mar 31, 2024	CWM, LLC	1.08%	37.91K	902K	2.3K	+6.47%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	0.98%	34.52K	821.58K	-6.87K	-16.59%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	1.04%	36.54K	869.82K	-77.15K	-67.86%
Mar 31, 2024	ACCUVEST GLOBAL ADVISORS	1.27%	44.62K	1.06M	44.62K	+100.00%
Mar 31, 2024	DILIGENT INVESTORS, LLC	1.4%	49.27K	1.17M	0	0
Mar 31, 2024	CYPRESS WEALTH SERVICES, LLC	1.42%	50.01K	1.19M	0	0
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	1.58%	55.41K	1.32M	-22.79K	-29.15%
Mar 31, 2024	CORRADO ADVISORS, LLC	2.33%	81.75K	1.95M	-2.24K	-2.67%
Mar 31, 2024	ONYX BRIDGE WEALTH GROUP LLC	2.41%	84.61K	2.02M	14.22K	+20.20%
Mar 31, 2024	BERGER FINANCIAL GROUP, INC	3.37%	118.47K	2.82M	-4.35K	-3.54%
Mar 31, 2024	DHJJ FINANCIAL ADVISORS, LTD.	0.05%	1.87K	44.39K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	2.7K	64.27K	-300	-10.00%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	2.7K	64.27K	760	+39.18%
Mar 31, 2024	CLEAR POINT ADVISORS INC.	0.12%	4.17K	99.14M	0	0
Mar 31, 2024	LINCOLN NATIONAL CORP	0.3%	10.56K	251.4K	-1.65K	-13.48%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.3%	12.32K	293K	-1.42K	-10.30%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.31%	10.83K	257.78K	-638.86K	-98.33%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.73%	29.46K	701.12K	-2.25K	-7.10%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.74%	25.91K	616.78K	-1.26K	-4.64%
Mar 31, 2024	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.84%	29.69K	706.66K	-7.92K	-21.05%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.62%	56.89K	1.35M	19.06K	+50.38%
Mar 31, 2024	HFG WEALTH MANAGEMENT, LLC	3.8%	133.62K	3.18M	-10.44K	-7.24%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0%	0	-	-25.6K	-100.00%
Mar 31, 2024	BEACON FINANCIAL ADVISORY LLC	0%	0	-	-76K	-100.00%
Mar 31, 2024	TREK FINANCIAL, LLC	0%	0	-	-8.5K	-100.00%
Mar 31, 2024	PERSONAL CFO SOLUTIONS, LLC	0%	0	-	-176.72K	-100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	10.67%	375.2K	8.93M	375.2K	+100.00%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0.01%	391	9.31K	0	0
Mar 31, 2024	SUGARLOAF WEALTH MANAGEMENT, LLC	0.03%	1.2K	28.56K	-1K	-45.45%
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0.3%	10.65K	253.45K	-100	-0.93%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	1.87%	65.76K	1.57M	-188	-0.29%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	2.15%	75.5K	1.8M	34.9K	+85.94%
Mar 31, 2024	FERGUSON SHAPIRO LLC	4.03%	141.81K	3.38M	141.81K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.55%	23.84K	557K	-150	-0.63%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.55%	23.65K	547.57K	8.74K	+58.64%
Dec 31, 2023	WORTHPOINTE, LLC	0.46%	19.92K	470.8K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.46%	19.82K	468.39K	-1.42K	-6.68%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.45%	19.59K	462.94K	3.52K	+21.87%
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.45%	19.52K	461.14K	0	0
Dec 31, 2023	IFRAH FINANCIAL SERVICES, INC.	0.44%	19.09K	451.1K	-1.33K	-6.52%
Dec 31, 2023		0.25%	10.75K	253.98K	3.41K	+46.41%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.37%	16.12K	380.96K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.36%	15.49K	365.91K	-16.5K	-51.58%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	14.5K	342.64K	4.28K	+41.81%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.32%	13.74K	325K	999	+7.84%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.28%	12.28K	290K	0	0
Dec 31, 2023	LINCOLN NATIONAL CORP	0.28%	12.21K	288.48K	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.23%	9.87K	233.18K	9.87K	+100.00%
Dec 31, 2023	NORTHCREST ASSET MANANGEMENT, LLC	0.22%	9.64K	227.79K	0	0
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	9.05K	213.85K	0	0
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.21%	8.9K	210.33K	-650	-6.81%
Dec 31, 2023	TREK FINANCIAL, LLC	0.2%	8.5K	200.76K	-47.57K	-84.85%
Dec 31, 2023	BENCHMARK INVESTMENT ADVISORS LLC	0.2%	8.5K	200.76K	8.5K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	3K	70.89K	0	0
Dec 31, 2023	SUGARLOAF WEALTH MANAGEMENT, LLC	0.05%	2.2K	51.99K	0	0
Dec 31, 2023	UBS GROUP AG	0.04%	1.94K	45.87K	1.94K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	1.94K	45.84K	0	0
Dec 31, 2023	DHJJ FINANCIAL ADVISORS, LTD.	0.04%	1.87K	44.07K	-563	-23.19%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	641	15.15K	0	0
Dec 31, 2023	IFP ADVISORS, INC	0.01%	429	10.14K	429	+100.00%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	14.99%	649.69K	15.35M	57.21K	+9.66%
Dec 31, 2023	PERSONAL CFO SOLUTIONS, LLC	4.08%	176.72K	4.18M	6.03K	+3.53%
Dec 31, 2023	BERGER FINANCIAL GROUP, INC	2.83%	122.82K	2.9M	3.32K	+2.78%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	2.62%	113.69K	2.69M	-6.36K	-5.29%
Dec 31, 2023	CORRADO ADVISORS, LLC	1.94%	83.99K	1.98M	3.87K	+4.83%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	1.8%	78.2K	1.85M	-1K	-1.26%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.79%	77.71K	1.84M	-30.29K	-28.04%
Dec 31, 2023	BEACON FINANCIAL ADVISORY LLC	1.75%	76K	1.8M	7.4K	+10.79%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.94%	40.6K	959.47K	40.6K	+100.00%
Dec 31, 2023	ONYX BRIDGE WEALTH GROUP LLC	1.62%	70.39K	1.66M	1.53K	+2.22%
Dec 31, 2023	PILLAR WEALTH ADVISORS, LLC	1.09%	47.36K	1.12M	-1.8K	-3.66%
Dec 31, 2023	FORVIS WEALTH ADVISORS, LLC	0.96%	41.38K	977.9K	-7K	-14.47%
Dec 31, 2023	CYPRESS WEALTH SERVICES, LLC	1.15%	50.01K	1.18M	0	0
Dec 31, 2023	DILIGENT INVESTORS, LLC	1.14%	49.27K	1.16M	3K	+6.48%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.87%	37.83K	893.88K	-448	-1.17%
Dec 31, 2023	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.87%	37.6K	888.58K	-399.23K	-91.39%
Dec 31, 2023	CWM, LLC	0.82%	35.61K	841K	5.49K	+18.21%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.63%	27.18K	642.15K	-16.77K	-38.15%
Dec 31, 2023	SAGEVIEW ADVISORY GROUP, LLC	0.59%	25.6K	588.88K	0	0
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.58%	25.05K	592K	-767	-2.97%

Frequently Asked Questions