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.
Institutional Ownership
About N/A of shares are held by financial institutions. LVZ, INC. is the top corporate investor, holding 152.46K shares valued at $5.01M. A 2.82% stake in Eventide High Dividend ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 21.57K shares valued at $708.97K, which translates its holding of 0.4% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | LVZ, INC. | 2.82% | 152.46K | 5.01M | -290 | -0.19% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.4% | 21.57K | 708.97K | 12.78K | +145.41% |
| Jun 30, 2026 | IFP ADVISORS, INC | 0.41% | 22.17K | 728.73K | -35 | -0.16% |
| Jun 30, 2026 | VALUES FIRST ADVISORS, INC. | 0.53% | 28.63K | 941.01K | 13.37K | +87.64% |
| Jun 30, 2026 | SAGEOAK FINANCIAL, LLC | 0.56% | 30.13K | 990.32K | -1.77K | -5.54% |
| Jun 30, 2026 | BETTERMENT LLC | 0.22% | 12.09K | 397K | 831 | +7.38% |
| Jun 30, 2026 | EQUITABLE HOLDINGS, INC. | 0.23% | 12.48K | 410.34K | -239 | -1.88% |
| Jun 30, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.86% | 46.46K | 1.53M | -14.53K | -23.82% |
| Jun 30, 2026 | FIRST HEARTLAND CONSULTANTS, INC. | 0.89% | 48.12K | 1.58M | 10.29K | +27.20% |
| Jun 30, 2026 | VALMARK ADVISERS, INC. | 1.6% | 86.73K | 2.85M | 2.76K | +3.28% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 1.88% | 102.05K | 3.35M | 102.05K | +100.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.92% | 104.11K | 3.42M | 12.34K | +13.44% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.12% | 6.26K | 205.77K | 6.26K | +100.00% |
| Jun 30, 2026 | CYNDEO WEALTH PARTNERS, LLC | 0.13% | 6.93K | 227.69K | 6.93K | +100.00% |
| Jun 30, 2026 | CLARITY ASSET MANAGEMENT, INC. | 0.19% | 10.4K | 341.91K | 4.96K | +91.00% |
| Jun 30, 2026 | GTS SECURITIES LLC | 0.21% | 11.38K | 374.16K | -6.29K | -35.60% |
| Jun 30, 2026 | JONES FINANCIAL COMPANIES LLLP | 2.23% | 120.52K | 3.94M | 67.04K | +125.37% |
| Jun 30, 2026 | PAX FINANCIAL GROUP, LLC | 2.54% | 137.7K | 4.53M | 586 | +0.43% |
| Jun 30, 2026 | O'CONNOR FINANCIAL GROUP LLC | 3.52% | 190.54K | 6.26M | -14.05K | -6.87% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.79% | 259.42K | 8.37M | 68.12K | +35.61% |
| Jun 30, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 5.07% | 274.33K | 9.02M | 31.01K | +12.74% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 8.23% | 445.59K | 14.65M | 169.62K | +61.46% |
| Jun 30, 2026 | BARE FINANCIAL SERVICES, INC | 8.37% | 452.9K | 14.89M | 12.89K | +2.93% |
| Jun 30, 2026 | PLAN A WEALTH LLC | 0.14% | 7.58K | 249.25K | -526 | -6.49% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.15% | 7.87K | 259K | -4.19K | -34.74% |
| Jun 30, 2026 | SECURITY FINANCIAL SERVICES, INC. | 0.21% | 11.62K | 382.02K | 456 | +4.08% |
| Jun 30, 2026 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.42% | 22.95K | 754.43K | -4.73K | -17.09% |
| Jun 30, 2026 | MONEYWISE, INC. | 1.16% | 62.61K | 2.06M | 4.89K | +8.47% |
| Jun 30, 2026 | SCHWALLIER WEALTH MANAGEMENT LLC | 0.15% | 8.21K | 269.93K | 90 | +1.11% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 9.4K | 309.47K | 5.46K | +138.63% |
| Jun 30, 2026 | 0.28% | 14.95K | 491.36K | 2.34K | +18.51% | |
| Jun 30, 2026 | MERIT FINANCIAL GROUP, LLC | 0.43% | 23.07K | 758.22K | 4.08K | +21.49% |
| Jun 30, 2026 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.95% | 51.32K | 1.69M | 414 | +0.81% |
| Jun 30, 2026 | AMBASSADOR ADVISORS, LLC | 10.05% | 544.38K | 17.89M | -1.42K | -0.26% |
| Jun 30, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 19.33% | 1.05M | 34.4M | 77.7K | +8.02% |
| Jun 30, 2026 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.23% | 12.61K | 414.59K | 3.85K | +43.92% |
| Jun 30, 2026 | NATIXIS ADVISORS, L.P. | 0.23% | 12.67K | 416K | 12.67K | +100.00% |
| Jun 30, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 289 | 9.3K | 289 | +100.00% |
| Jun 30, 2026 | ASSETMARK, INC | 0.01% | 311 | 10.22K | 0 | 0 |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 395 | 12.98K | 395 | +100.00% |
| Jun 30, 2026 | APTUS CAPITAL ADVISORS, LLC | 0.01% | 698 | 22.94K | 0 | 0 |
| Jun 30, 2026 | ADVISORNET FINANCIAL, INC | 0.02% | 985 | 32.38K | -100 | -9.22% |
| Jun 30, 2026 | MORGAN STANLEY | 0.03% | 1.62K | 53.25K | 1.62K | +100.00% |
| Jun 30, 2026 | CX INSTITUTIONAL | 0.05% | 2.92K | 96K | 0 | 0 |
| Jun 30, 2026 | RONALD BLUE TRUST, INC. | 0.06% | 3.02K | 99.37K | -65 | -2.10% |
| Jun 30, 2026 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.12% | 6.24K | 204.95K | 6.24K | +100.00% |
| Jun 30, 2026 | CREATIVEONE WEALTH, LLC | 0.12% | 6.24K | 205.18K | -248.23K | -97.55% |
| Jun 30, 2026 | BEDEL FINANCIAL CONSULTING, INC. | 0.19% | 10.01K | 329.16K | -283 | -2.75% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.19% | 10.21K | 335.45K | 92 | +0.91% |
| Jun 30, 2026 | ONEASCENT FAMILY OFFICE, LLC | 0.48% | 26.17K | 860.09K | 254 | +0.98% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.49% | 26.71K | 878.06K | 6.23K | +30.42% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 1.34% | 72.62K | 2.39M | 50.74K | +231.84% |
| Jun 30, 2026 | SUMMIT WEALTH GROUP LLC / CO | 1.49% | 80.83K | 2.66M | 80.83K | +100.00% |
| Jun 30, 2026 | ATRIA INVESTMENTS, INC | 1.51% | 81.69K | 2.69M | -4.05K | -4.73% |
| Jun 30, 2026 | STRATEGIC EQUITY MANAGEMENT | 1.52% | 82.38K | 2.71M | 8.37K | +11.30% |
| Jun 30, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 22.41% | 1.21M | 39.89M | 864.68K | +247.88% |
| Jun 30, 2026 | TULSA WEALTH ADVISORS, INC | 0.55% | 29.91K | 983.24K | 2.91K | +10.79% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.24% | 12.87K | 423.17K | 12.87K | +100.00% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.28% | 15.32K | 503.65K | 167 | +1.10% |
| Jun 30, 2026 | MCADAM, LLC | 0.3% | 16.4K | 539.17K | 16.4K | +100.00% |
| Jun 30, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.32% | 17.14K | 563.33K | 3.34K | +24.20% |
| Mar 31, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 6.44% | 348.83K | 10.12M | -213.72K | -37.99% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.22% | 12.06K | 350K | -14.04K | -53.80% |
| Mar 31, 2026 | SCHWALLIER WEALTH MANAGEMENT LLC | 0.15% | 8.12K | 235.54K | 8.12K | +100.00% |
| Mar 31, 2026 | SECURITY FINANCIAL SERVICES, INC. | 0.21% | 11.17K | 323.81K | 593 | +5.61% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.28% | 15.16K | 439.54K | 14.92K | +6,215.00% |
| Mar 31, 2026 | VALUES FIRST ADVISORS, INC. | 0.28% | 15.26K | 442.41K | 2.18K | +16.69% |
| Mar 31, 2026 | VALMARK ADVISERS, INC. | 1.55% | 83.97K | 2.44M | 4.92K | +6.23% |
| Mar 31, 2026 | STRATEGIC EQUITY MANAGEMENT | 1.37% | 74.01K | 2.15M | 4.82K | +6.97% |
| Mar 31, 2026 | ONEASCENT INVESTMENT SOLUTIONS LLC | 0% | 0 | - | -8.16K | -100.00% |
| Mar 31, 2026 | LGT FINANCIAL ADVISORS LLC | 0% | 0 | - | -372 | -100.00% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0% | 0 | - | -9.65K | -100.00% |
| Mar 31, 2026 | SANCTUARY ADVISORS, LLC | 0% | 0 | - | -9.44K | -100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 0 | - | -70 | -100.00% |
| Mar 31, 2026 | GTS SECURITIES LLC | 0.33% | 17.68K | 512.58K | -9.14K | -34.08% |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 0.35% | 18.99K | 550.63K | 448 | +2.42% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.38% | 20.48K | 594.01K | 5.5K | +36.70% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.4% | 21.89K | 634.68K | 21.89K | +100.00% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.41% | 22.21K | 643.95K | 282 | +1.29% |
| Mar 31, 2026 | ONEASCENT FAMILY OFFICE, LLC | 0.48% | 25.91K | 751.45K | -5.05K | -16.30% |
| Mar 31, 2026 | MONEYWISE, INC. | 1.07% | 57.72K | 1.67M | 2.89K | +5.27% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.99% | 53.48K | 1.55M | 35.67K | +200.39% |
| Mar 31, 2026 | 0.15% | 8.11K | 235.16K | 223 | +2.83% | |
| Mar 31, 2026 | DISCIPLINE WEALTH SOLUTIONS, LLC | 0.51% | 27.68K | 802.81K | 27.68K | +100.00% |
| Mar 31, 2026 | SAGEOAK FINANCIAL, LLC | 0.59% | 31.9K | 924.98K | -409 | -1.27% |
| Mar 31, 2026 | FIRST HEARTLAND CONSULTANTS, INC. | 0.7% | 37.83K | 1.1M | -347 | -0.91% |
| Mar 31, 2026 | 49 WEALTH MANAGEMENT, LLC | 0.75% | 40.36K | 1.17M | -1.36K | -3.26% |
| Mar 31, 2026 | ATRIA INVESTMENTS, INC | 1.58% | 85.74K | 2.49M | -9.21K | -9.70% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 5.1% | 275.97K | 8M | 28.33K | +11.44% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.7% | 91.78K | 2.66M | 14.89K | +19.37% |
| Mar 31, 2026 | PAX FINANCIAL GROUP, LLC | 2.53% | 137.11K | 3.98M | -1.28K | -0.93% |
| Mar 31, 2026 | LVZ, INC. | 2.82% | 152.75K | 4.43M | -5.68K | -3.58% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.53% | 191.31K | 5.56M | -203.24K | -51.51% |
| Mar 31, 2026 | O'CONNOR FINANCIAL GROUP LLC | 3.78% | 204.59K | 5.93M | -2.07K | -1.00% |
| Mar 31, 2026 | ONEASCENT WEALTH MANAGEMENT LLC | 4.49% | 243.32K | 7.06M | -40.2K | -14.18% |
| Mar 31, 2026 | CREATIVEONE WEALTH, LLC | 4.7% | 254.47K | 7.38M | 254.47K | +100.00% |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 1.13% | 60.99K | 1.77M | 24.44K | +66.88% |
| Mar 31, 2026 | GEOWEALTH MANAGEMENT, LLC | 0% | 1 | 29 | 0 | 0 |
| Mar 31, 2026 | ASSETMARK, INC | 0.01% | 311 | 9.02K | 0 | 0 |
| Mar 31, 2026 | APTUS CAPITAL ADVISORS, LLC | 0.01% | 698 | 20.24K | -273 | -28.12% |
| Mar 31, 2026 | ADVISORNET FINANCIAL, INC | 0.02% | 1.09K | 31.47K | 1.09K | +100.00% |
| Mar 31, 2026 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.94% | 50.91K | 1.48M | 8.19K | +19.17% |
| Mar 31, 2026 | BARE FINANCIAL SERVICES, INC | 8.13% | 440.02K | 12.76M | 25.46K | +6.14% |
| Mar 31, 2026 | AMBASSADOR ADVISORS, LLC | 10.08% | 545.8K | 15.83M | 7.57K | +1.41% |
| Mar 31, 2026 | ONEASCENT FINANCIAL SERVICES LLC | 17.89% | 968.74K | 28.09M | -102.62K | -9.58% |
| Mar 31, 2026 | CX INSTITUTIONAL | 0.05% | 2.92K | 85K | -6.48K | -68.96% |
| Mar 31, 2026 | RONALD BLUE TRUST, INC. | 0.06% | 3.09K | 89.55K | 65 | +2.15% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 3.94K | 114.41K | -170 | -4.14% |
| Mar 31, 2026 | CLARITY ASSET MANAGEMENT, INC. | 0.1% | 5.45K | 157.93K | 5.45K | +100.00% |
| Mar 31, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.25% | 13.8K | 400.17K | 2.11K | +18.09% |
| Mar 31, 2026 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.16% | 8.76K | 254.16K | 74 | +0.85% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.16% | 8.79K | 254.88K | 8.79K | +100.00% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.19% | 10.11K | 293.27K | 0 | 0 |
| Mar 31, 2026 | BEDEL FINANCIAL CONSULTING, INC. | 0.19% | 10.3K | 298.61K | 1.76K | +20.67% |
| Mar 31, 2026 | BETTERMENT LLC | 0.21% | 11.25K | 326K | -353 | -3.04% |
| Mar 31, 2026 | EQUITABLE HOLDINGS, INC. | 0.23% | 12.72K | 337.67K | 383 | +3.10% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.18% | 9.65K | 256.06K | 1.25K | +14.94% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 4.51% | 247.64K | 6.57M | 56.2K | +29.35% |
| Dec 31, 2025 | LVZ, INC. | 2.88% | 158.43K | 4.2M | 684 | +0.43% |
| Dec 31, 2025 | O'CONNOR FINANCIAL GROUP LLC | 3.78% | 206.66K | 5.73M | -767 | -0.37% |
| Dec 31, 2025 | PAX FINANCIAL GROUP, LLC | 2.53% | 138.4K | 3.67M | 7.56K | +5.78% |
| Dec 31, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 19.49% | 1.07M | 28.43M | 390.95K | +57.46% |
| Dec 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10.26% | 562.56K | 14.93M | 23.7K | +4.40% |
| Dec 31, 2025 | SAGEOAK FINANCIAL, LLC | 0.59% | 32.31K | 857.38K | 331 | +1.04% |
| Dec 31, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.56% | 30.96K | 821.69K | 2.02K | +6.97% |
| Dec 31, 2025 | AIFG CONSULTANTS LTD. | 0.55% | 30.18K | 801K | 3.87K | +14.72% |
| Dec 31, 2025 | GTS SECURITIES LLC | 0.49% | 26.81K | 711.62K | 16.76K | +166.69% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.4% | 21.92K | 581.84K | 193 | +0.89% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.34% | 18.54K | 492.02K | 2.47K | +15.34% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.27% | 14.98K | 397.68K | 3.56K | +31.16% |
| Dec 31, 2025 | VALUES FIRST ADVISORS, INC. | 0.24% | 13.07K | 347K | 4.52K | +52.77% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 240 | 6.37K | -377 | -61.10% |
| Dec 31, 2025 | UBS GROUP AG | 0% | 70 | 1.86K | -1.04K | -93.68% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -8.58K | -100.00% |
| Dec 31, 2025 | CREATIVEONE WEALTH, LLC | 0% | 0 | - | -273.97K | -100.00% |
| Dec 31, 2025 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0% | 0 | - | -8.82K | -100.00% |
| Dec 31, 2025 | BARE FINANCIAL SERVICES, INC | 7.54% | 414.55K | 11M | 69.62K | +20.18% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.28% | 15.56K | 412.91K | 15.56K | +100.00% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.21% | 394.55K | 10.76M | 221.4K | +127.87% |
| Dec 31, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 5.16% | 283.52K | 7.52M | 4.29K | +1.53% |
| Dec 31, 2025 | AMBASSADOR ADVISORS, LLC | 9.82% | 538.23K | 14.28M | -5.32K | -0.98% |
| Dec 31, 2025 | VALMARK ADVISERS, INC. | 1.44% | 79.05K | 2.1M | 3.57K | +4.72% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.35% | 76.88K | 2.04M | 20.28K | +35.82% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.48% | 26.1K | 693K | 26.1K | +100.00% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.32% | 17.8K | 472.47K | 13.58K | +321.85% |
| Dec 31, 2025 | EQUITABLE HOLDINGS, INC. | 0.23% | 12.34K | 327.5K | 1.4K | +12.83% |
| Dec 31, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.21% | 11.69K | 310.12K | -728 | -5.86% |
| Dec 31, 2025 | 0.14% | 7.89K | 209.29K | -2.74K | -25.75% | |
| Dec 31, 2025 | CENTAURUS FINANCIAL, INC. | 0.08% | 4.64K | 123K | 77 | +1.69% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.08% | 4.11K | 109.16K | 824 | +25.08% |
| Dec 31, 2025 | ATRIA INVESTMENTS, INC | 1.74% | 94.95K | 2.52M | -220.68K | -69.92% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0.06% | 3.02K | 80.23K | 0 | 0 |
| Dec 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.02% | 971 | 25.77K | 102 | +11.74% |
| Dec 31, 2025 | LGT FINANCIAL ADVISORS LLC | 0.01% | 372 | 9.87K | 0 | 0 |
| Dec 31, 2025 | ASSETMARK, INC | 0.01% | 311 | 8.25K | 0 | 0 |
| Dec 31, 2025 | STRATEGIC EQUITY MANAGEMENT | 1.26% | 69.19K | 1.84M | 9.28K | +15.48% |
| Dec 31, 2025 | MONEYWISE, INC. | 1% | 54.83K | 1.46M | 5.34K | +10.80% |
| Dec 31, 2025 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.78% | 42.72K | 1.13M | -475 | -1.10% |
| Dec 31, 2025 | 49 WEALTH MANAGEMENT, LLC | 0.76% | 41.73K | 1.11M | 1.84K | +4.62% |
| Dec 31, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.7% | 38.17K | 1.01M | -13.83K | -26.59% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.67% | 36.55K | 970.04K | 483 | +1.34% |
| Dec 31, 2025 | BETTERMENT LLC | 0.21% | 11.61K | 308K | 263 | +2.32% |
| Dec 31, 2025 | SECURITY FINANCIAL SERVICES, INC. | 0.19% | 10.57K | 280.61K | 2.15K | +25.59% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.18% | 10.11K | 268.39K | 0 | 0 |
| Dec 31, 2025 | SANCTUARY ADVISORS, LLC | 0.17% | 9.44K | 250.56K | -3.61K | -27.64% |
| Dec 31, 2025 | CX INSTITUTIONAL | 0.17% | 9.4K | 249K | 7.22K | +331.50% |
| Dec 31, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.16% | 8.69K | 230.63K | 16 | +0.18% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -7.67K | -100.00% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -9.66K | -100.00% |
| Dec 31, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.16% | 8.53K | 226.47K | 7 | +0.08% |
| Dec 31, 2025 | ONEASCENT INVESTMENT SOLUTIONS LLC | 0.15% | 8.16K | 216.6K | 100 | +1.24% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -4 | -100.00% |
| Sep 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 12.43% | 680.4K | 18.2M | -220.59K | -24.48% |
| Sep 30, 2025 | AMBASSADOR ADVISORS, LLC | 9.93% | 543.55K | 14.54M | -364.37K | -40.13% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.18% | 9.66K | 258.36K | 9.66K | +100.00% |
| Sep 30, 2025 | GTS SECURITIES LLC | 0.18% | 10.05K | 268.87K | -21.19K | -67.82% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.18% | 10.11K | 270.45K | 0 | 0 |
| Sep 30, 2025 | 0.19% | 10.62K | 284.04K | -2.44K | -18.71% | |
| Sep 30, 2025 | EQUITABLE HOLDINGS, INC. | 0.2% | 10.94K | 292.49K | 10.94K | +100.00% |
| Sep 30, 2025 | BETTERMENT LLC | 0.21% | 11.34K | 303K | 11.34K | +100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.21% | 11.42K | 305.52K | 11.42K | +100.00% |
| Sep 30, 2025 | AIFG CONSULTANTS LTD. | 0.48% | 26.31K | 703.58K | -3.21K | -10.87% |
| Sep 30, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.53% | 28.94K | 774.02K | -6.22K | -17.68% |
| Sep 30, 2025 | SAGEOAK FINANCIAL, LLC | 0.58% | 31.97K | 855.08K | 365 | +1.15% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.66% | 36.07K | 964.53K | 3.27K | +9.97% |
| Sep 30, 2025 | PAX FINANCIAL GROUP, LLC | 2.39% | 130.84K | 3.5M | 1.02K | +0.79% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.08% | 4.22K | 113.43K | 4.22K | +100.00% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.16% | 8.58K | 229.4K | 8.58K | +100.00% |
| Sep 30, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.16% | 8.67K | 231.98K | 8.67K | +100.00% |
| Sep 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.23% | 12.41K | 331.97K | 12.41K | +100.00% |
| Sep 30, 2025 | STRATEGIC EQUITY MANAGEMENT | 1.09% | 59.91K | 1.6M | 22.14K | +58.63% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0% | 0 | - | -44.96K | -100.00% |
| Sep 30, 2025 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0% | 0 | - | -10.46K | -100.00% |
| Sep 30, 2025 | RFG ADVISORY, LLC | 0% | 0 | - | -17.05K | -100.00% |
| Sep 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0% | 1 | 27 | 0 | 0 |
| Sep 30, 2025 | VALMARK ADVISERS, INC. | 1.38% | 75.48K | 2.02M | 7.13K | +10.43% |
| Sep 30, 2025 | CREATIVEONE WEALTH, LLC | 5.01% | 273.97K | 7.33M | 462 | +0.17% |
| Sep 30, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 5.1% | 279.23K | 7.47M | 14.68K | +5.55% |
| Sep 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 9.84% | 538.86K | 14.41M | 28.25K | +5.53% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.29% | 16.07K | 429.88K | 16.07K | +100.00% |
| Sep 30, 2025 | WHITAKER-MYERS WEALTH MANAGERS, LTD. | 0.16% | 8.82K | 235.76K | 8.82K | +100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 3.29K | 88.03K | 2.04K | +163.51% |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0.06% | 3.02K | 80.84K | 0 | 0 |
| Sep 30, 2025 | CX INSTITUTIONAL | 0.04% | 2.18K | 58K | 2.18K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.02% | 1.11K | 29.61K | 1.11K | +100.00% |
| Sep 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.02% | 869 | 23.24K | 0 | 0 |
| Sep 30, 2025 | SANCTUARY ADVISORS, LLC | 0.24% | 13.05K | 348.92K | -24.78K | -65.51% |
| Sep 30, 2025 | VALUES FIRST ADVISORS, INC. | 0.16% | 8.56K | 228.89K | 2.37K | +38.21% |
| Sep 30, 2025 | BEDEL FINANCIAL CONSULTING, INC. | 0.16% | 8.53K | 228.01K | 8.53K | +100.00% |
| Sep 30, 2025 | SECURITY FINANCIAL SERVICES, INC. | 0.15% | 8.42K | 225.15K | 8.42K | +100.00% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 617 | 16.5K | 0 | 0 |
| Sep 30, 2025 | O'CONNOR FINANCIAL GROUP LLC | 3.79% | 207.43K | 5.55M | -2.52K | -1.20% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 3.5% | 191.44K | 5.12M | 67.94K | +55.01% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.16% | 173.15K | 4.65M | 3.37K | +1.98% |
| Sep 30, 2025 | LVZ, INC. | 2.88% | 157.75K | 4.22M | 39.87K | +33.82% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0% | 0 | - | -542 | -100.00% |
| Sep 30, 2025 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.79% | 43.19K | 1.16M | -999 | -2.26% |
| Sep 30, 2025 | ASSETMARK, INC | 0.01% | 311 | 8.32K | 311 | +100.00% |
| Sep 30, 2025 | MONEYWISE, INC. | 0.9% | 49.49K | 1.32M | 19.19K | +63.35% |
| Sep 30, 2025 | 49 WEALTH MANAGEMENT, LLC | 0.73% | 39.89K | 1.07M | 12.12K | +43.67% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.15% | 8.39K | 224.48K | -6.74K | -44.52% |
| Sep 30, 2025 | ONEASCENT INVESTMENT SOLUTIONS LLC | 0.15% | 8.06K | 215.57K | -1.13K | -12.33% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.14% | 7.67K | 205.09K | 1.25K | +19.40% |
| Sep 30, 2025 | CENTAURUS FINANCIAL, INC. | 0.08% | 4.56K | 122K | 4.56K | +100.00% |
| Sep 30, 2025 | LGT FINANCIAL ADVISORS LLC | 0.01% | 372 | 9.95K | 372 | +100.00% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.4% | 21.73K | 581.12K | 625 | +2.96% |
| Sep 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.95% | 52K | 1.39M | -274 | -0.52% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.03% | 56.61K | 1.51M | -74.75K | -56.91% |
| Sep 30, 2025 | ATRIA INVESTMENTS, INC | 5.77% | 315.63K | 8.44M | -18.62K | -5.57% |
| Sep 30, 2025 | BARE FINANCIAL SERVICES, INC | 6.3% | 344.93K | 9.22M | 344.93K | +100.00% |
| Jun 30, 2025 | MONEYWISE, INC. | 0.6% | 30.3K | 769.59K | 1.41K | +4.86% |
| Jun 30, 2025 | GTS SECURITIES LLC | 0.62% | 31.24K | 793.64K | 8.57K | +37.77% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.65% | 32.8K | 833.18K | 408 | +1.26% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.73% | 37.18K | 944.43K | 37.18K | +100.00% |
| Jun 30, 2025 | STRATEGIC EQUITY MANAGEMENT | 0.75% | 37.77K | 959.48K | 7.01K | +22.79% |
| Jun 30, 2025 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.87% | 44.19K | 1.12M | -1.75K | -3.80% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.89% | 44.96K | 1.14M | 44.96K | +100.00% |
| Jun 30, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 1.03% | 52.28K | 1.33M | 17.09K | +48.59% |
| Jun 30, 2025 | LVZ, INC. | 2.33% | 117.88K | 2.99M | -3.61K | -2.97% |
| Jun 30, 2025 | 0.26% | 13.07K | 331.89K | 975 | +8.06% | |
| Jun 30, 2025 | ONEASCENT INVESTMENT SOLUTIONS LLC | 0.18% | 9.2K | 234K | 9.2K | +100.00% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.2% | 10.11K | 256.9K | 76 | +0.76% |
| Jun 30, 2025 | SAGEOAK FINANCIAL, LLC | 0.62% | 31.61K | 802.96K | 31.61K | +100.00% |
| Jun 30, 2025 | ONEASCENT FAMILY OFFICE, LLC | 0.69% | 35.16K | 893K | 1.17K | +3.43% |
| Jun 30, 2025 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.21% | 10.46K | 265.63K | 10.46K | +100.00% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.59% | 131.36K | 3.34M | 15.79K | +13.66% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.35% | 169.78K | 4.35M | 27.27K | +19.14% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.13% | 6.42K | 163.16K | 6.42K | +100.00% |
| Jun 30, 2025 | O'CONNOR FINANCIAL GROUP LLC | 4.14% | 209.94K | 5.38M | 209.94K | +100.00% |
| Jun 30, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 5.22% | 264.55K | 6.72M | 25.42K | +10.63% |
| Jun 30, 2025 | CREATIVEONE WEALTH, LLC | 5.4% | 273.51K | 6.95M | 10.94K | +4.17% |
| Jun 30, 2025 | RFG ADVISORY, LLC | 0.34% | 17.05K | 433.22K | 1.35K | +8.60% |
| Jun 30, 2025 | VALMARK ADVISERS, INC. | 1.35% | 68.35K | 1.74M | 40.31K | +143.75% |
| Jun 30, 2025 | PAX FINANCIAL GROUP, LLC | 2.56% | 129.82K | 3.3M | -30.4K | -18.97% |
| Jun 30, 2025 | RONALD BLUE TRUST, INC. | 0.06% | 3.02K | 76.79K | 1.49K | +97.32% |
| Jun 30, 2025 | VALUES FIRST ADVISORS, INC. | 0.12% | 6.19K | 157.27K | 695 | +12.64% |
| Jun 30, 2025 | 49 WEALTH MANAGEMENT, LLC | 0.55% | 27.76K | 705.24K | 1.8K | +6.92% |
| Jun 30, 2025 | ATRIA INVESTMENTS, INC | 6.6% | 334.25K | 8.49M | 56.51K | +20.35% |
| Jun 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10.08% | 510.61K | 12.97M | 495.48K | +3,276.12% |
| Jun 30, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 17.78% | 901K | 22.9M | 193.15K | +27.29% |
| Jun 30, 2025 | AMBASSADOR ADVISORS, LLC | 17.91% | 907.92K | 23.06M | 50.5K | +5.89% |
| Jun 30, 2025 | AIFG CONSULTANTS LTD. | 0.58% | 29.52K | 749.85K | 29.52K | +100.00% |
| Jun 30, 2025 | BARE FINANCIAL SERVICES, INC | 0% | 0 | - | -899 | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -14.6K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -12.52K | -100.00% |
| Jun 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0% | 1 | 25 | 1 | +100.00% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 4 | 102 | -221 | -98.22% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.01% | 542 | 14K | 542 | +100.00% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 617 | 15.67K | -1.11K | -64.19% |
| Jun 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.02% | 869 | 22.08K | 153 | +21.37% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.3% | 15.13K | 384.32K | -42.97K | -73.96% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.42% | 21.11K | 536.13K | 20.06K | +1,910.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 2.44% | 123.5K | 3.14M | 80.95K | +190.22% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 1.25K | 31.67K | 1.25K | +100.00% |
| Mar 31, 2025 | LVZ, INC. | 3.12% | 121.49K | 3.02M | 121.49K | +100.00% |
| Mar 31, 2025 | ATRIA INVESTMENTS, INC | 7.13% | 277.74K | 6.91M | -274.64K | -49.72% |
| Mar 31, 2025 | ONEASCENT FINANCIAL SERVICES LLC | 18.17% | 707.84K | 17.63M | 117.09K | +19.82% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.37% | 14.6K | 363.29K | -6.83K | -31.89% |
| Mar 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.39% | 15.12K | 376.45K | 3.89K | +34.57% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.83% | 32.39K | 806.18K | 31.55K | +3,769.77% |
| Mar 31, 2025 | AMBASSADOR ADVISORS, LLC | 22.01% | 857.41K | 21.34M | 14.31K | +1.70% |
| Mar 31, 2025 | 0.87% | 33.99K | 846K | 14.58K | +75.06% | |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 1.49% | 58.1K | 1.45M | 17.52K | +43.17% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.97% | 115.57K | 2.88M | 21.67K | +23.08% |
| Mar 31, 2025 | PAX FINANCIAL GROUP, LLC | 4.11% | 160.21K | 3.99M | 8.63K | +5.69% |
| Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.02% | 716 | 17.82K | 0 | 0 |
| Mar 31, 2025 | BARE FINANCIAL SERVICES, INC | 0.02% | 899 | 22.38K | 899 | +100.00% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.03% | 1.05K | 26.13K | 100 | +10.53% |
| Mar 31, 2025 | RONALD BLUE TRUST, INC. | 0.04% | 1.53K | 38.13K | 804 | +110.44% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 1.09% | 42.55K | 1.06M | 42.55K | +100.00% |
| Mar 31, 2025 | SOUND FINANCIAL STRATEGIES GROUP, LLC | 1.18% | 45.94K | 1.14M | 45.94K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2025 | 49 WEALTH MANAGEMENT, LLC | 0.67% | 25.97K | 646.27K | 11.55K | +80.12% |
| Mar 31, 2025 | VALMARK ADVISERS, INC. | 0.72% | 28.04K | 697.94K | 4.66K | +19.95% |
| Mar 31, 2025 | STRATEGIC EQUITY MANAGEMENT | 0.79% | 30.76K | 765.62K | 30.76K | +100.00% |
| Mar 31, 2025 | ONEASCENT WEALTH MANAGEMENT LLC | 6.14% | 239.14K | 5.95M | 45.47K | +23.48% |
| Mar 31, 2025 | CREATIVEONE WEALTH, LLC | 6.74% | 262.56K | 6.54M | 188.87K | +256.27% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.01% | 225 | 5.6K | 0 | 0 |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.04% | 1.72K | 42.89K | -34.98K | -95.31% |
| Mar 31, 2025 | VALUES FIRST ADVISORS, INC. | 0.14% | 5.5K | 136.75K | -2.36K | -30.04% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.26% | 10.04K | 249.82K | 10.04K | +100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.32% | 12.52K | 311.57K | -3.75K | -23.04% |
| Mar 31, 2025 | RFG ADVISORY, LLC | 0.4% | 15.7K | 390.85K | 15.7K | +100.00% |
| Mar 31, 2025 | GTS SECURITIES LLC | 0.58% | 22.68K | 564.43K | 308 | +1.38% |
| Mar 31, 2025 | MONEYWISE, INC. | 0.74% | 28.89K | 719.08K | 28.89K | +100.00% |
| Mar 31, 2025 | FIRST HEARTLAND CONSULTANTS, INC. | 0.9% | 35.18K | 875.68K | -22.38K | -38.88% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.66% | 142.51K | 3.55M | 127.39K | +842.81% |

