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

Who are the major shareholders selling Innovator S&P Investment Grade Preferred ETF stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in EPRF by -100% restricting it's holding to 0 shares of worth nearly -. ENVESTNET ASSET MANAGEMENT INC also lessened -100% of the EPRF shares from its portfolio, reducing its holding to 0 shares of worth -. SOUND INCOME STRATEGIES, LLC also shunned EPRF shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying EPRF stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in EPRF by 100% in the last quarter. The institutional holder raised its holding to 1 shares having worth more than $13.00. GENEOS WEALTH MANAGEMENT INC. also added 100% more shares of EPRF to its portfolio, raising its holding to 1 thousand shares of worth $16.48K. MERCER GLOBAL ADVISORS INC /ADV also increased its EPRF shares holding by 100% which brought its holding to 649 shares worth $10.70K.

EPRF's major insiders: who are they?

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

Did an insider recently sell EPRF stock?

Company executives, directors, and other insiders own N/A percent of Innovator S&P Investment Grade Preferred ETF's stock. Within the last six months, there have been 0 transaction(s) in which EPRF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EPRF stock?

There have been 0 transaction(s) during the past 6-months in which Innovator S&P Investment Grade Preferred ETF insiders have bought stock, totalling 0 shares

How much of EPRF does insiders own?

Around 0 Innovator S&P Investment Grade Preferred ETF shares are held by insiders, which represents about N/A of EPRF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EPRF?

DELTA ASSET MANAGEMENT LLC/TN is the largest institutional owner in EPRF which holds 92 shares worth $1.52K or 0% of the total EPRF shares outstanding followed by WELLS FARGO & COMPANY/MN with ownership of 1 shares representing 0% of the EPRF ownership. STIFEL FINANCIAL CORP is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Innovator S&P Investment Grade Preferred 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 EPRF is concerned, it is a stock which is not optionable.

Is there a short position on EPRF's shares?

Number of EPRF 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 EPRF shares are there?

As of today, null shares of EPRF are outstanding.

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

EPRF 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 EPRF is null.

Innovator S&P Investment Grade Preferred ETF (EPRF) 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. DELTA ASSET MANAGEMENT LLC/TN is the top corporate investor, holding 92 shares valued at $1.52K. A 0% stake in Innovator S&P Investment Grade Preferred ETF is owned by the company. WELLS FARGO & COMPANY/MN owns 1 shares valued at $13.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.52K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	1	13	1	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0%	0	-	-12.56K	-100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-12.25K	-100.00%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0%	0	-	-45	-100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	1K	16.48K	1K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	649	10.7K	649	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	23.59%	973.72K	16.05M	106.81K	+12.32%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	0	-	-44	-100.00%
Jun 30, 2026	WEBSTERROGERS FINANCIAL ADVISORS, LLC	2.67%	110.41K	1.82M	1.48K	+1.36%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.53%	104.49K	1.74M	1.12K	+1.08%
Jun 30, 2026	UBS GROUP AG	1.66%	68.65K	1.13M	-918	-1.32%
Jun 30, 2026	LPL FINANCIAL LLC	1.51%	62.27K	1.03M	-8.46K	-11.97%
Jun 30, 2026	WHIPPLEWOOD ADVISORS, LLC	1.01%	41.53K	684.39K	891	+2.19%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.87%	35.88K	591.42K	-10.51K	-22.65%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.84%	34.61K	570.27K	492	+1.44%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	23.47K	387K	-1.87K	-7.37%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.52%	21.58K	355.67K	339	+1.60%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.4%	16.5K	273.22K	-7.4K	-30.97%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.37%	15.19K	250.3K	0	0
Jun 30, 2026	FORM WEALTH ADVISORS, LLC	0.33%	13.74K	226.33K	206	+1.52%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.3%	12.18K	200.77K	-470	-3.71%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.28%	11.47K	189.45K	171	+1.51%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.27%	11.03K	181.79K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.26%	10.63K	175.17K	10.63K	+100.00%
Jun 30, 2026	GLEN EAGLE ADVISORS, LLC	0.11%	4.54K	74.83K	750	+19.78%
Jun 30, 2026	MORGAN STANLEY	0.09%	3.71K	61.17K	1	+0.03%
Jun 30, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.03%	1.14K	18.7K	17	+1.52%
Jun 30, 2026	NVWM, LLC	0.01%	443	7.3K	0	0
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.01%	400	6.7K	400	+100.00%
Jun 30, 2026	IFP ADVISORS, INC	0.01%	338	5.57K	-104	-23.53%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0%	0	-	-8.02K	-100.00%
Mar 31, 2026	GLEN EAGLE ADVISORS, LLC	0.09%	3.79K	62.89K	-2.3K	-37.76%
Mar 31, 2026	MORGAN STANLEY	0.09%	3.71K	61.57K	0	0
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.27%	11.03K	183.02K	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.27%	11.3K	194.63K	165	+1.48%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.3%	12.25K	203.18K	1.75K	+16.72%
Mar 31, 2026	SYNERGY INVESTMENT MANAGEMENT, LLC	0.03%	1.12K	18.54K	1.12K	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0%	45	749	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0.3%	12.56K	208.29K	134	+1.08%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	12.65K	209.93K	-4.03K	-24.15%
Mar 31, 2026	FORM WEALTH ADVISORS, LLC	0.33%	13.53K	224.45K	190	+1.42%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.37%	15.19K	252K	0	0
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-11.26K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-28.53K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-135	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	44	730	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.51%	21.25K	352.46K	-5.19K	-19.64%
Mar 31, 2026	UBS GROUP AG	1.69%	69.57K	1.15M	-3.35K	-4.60%
Mar 31, 2026	ROYAL BANK OF CANADA	21%	866.92K	14.38M	330K	+61.46%
Mar 31, 2026	IFP ADVISORS, INC	0.01%	442	7.33K	0	0
Mar 31, 2026	NVWM, LLC	0.01%	443	7.39K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-1.2K	-100.00%
Mar 31, 2026	MADRONA FINANCIAL SERVICES, LLC	0%	0	-	-29.59K	-100.00%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.38%	15.7K	260.53K	-7K	-30.84%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.58%	23.9K	398.45K	500	+2.14%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.61%	25.33K	420K	-2.03K	-7.42%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.83%	34.12K	565.97K	-15.4K	-31.10%
Mar 31, 2026	WHIPPLEWOOD ADVISORS, LLC	0.98%	40.64K	674.23K	908	+2.29%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.12%	46.39K	769.65K	-3.6K	-7.20%
Mar 31, 2026	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.53K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.71%	70.73K	1.17M	-6.06K	-7.89%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.5%	103.37K	1.73M	-173	-0.17%
Mar 31, 2026	WEBSTERROGERS FINANCIAL ADVISORS, LLC	2.64%	108.93K	1.81M	4.33K	+4.14%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.26%	11.13K	199.68K	-19.37K	-63.51%
Dec 31, 2025	HRT FINANCIAL LP	0.27%	11.26K	198K	11.26K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.3%	12.42K	218.49K	-1.7K	-12.03%
Dec 31, 2025	FORM WEALTH ADVISORS, LLC	0.32%	13.34K	234.63K	13.34K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	15.19K	267.19K	1.5K	+10.96%
Dec 31, 2025	MORGAN STANLEY	0.09%	3.71K	65.28K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.4%	16.68K	293.44K	-2.22K	-11.73%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.54%	22.71K	399.39K	-539	-2.32%
Dec 31, 2025	MADRONA FINANCIAL SERVICES, LLC	0.7%	29.59K	520.56K	-471	-1.57%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.15%	6.09K	107.14K	-885	-12.69%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.2K	21.11K	0	0
Dec 31, 2025	NVWM, LLC	0.01%	443	7.79K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	26.44K	465.01K	-37.13K	-58.41%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	27.36K	481K	606	+2.26%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.2%	49.52K	870.99K	29.02K	+141.60%
Dec 31, 2025	ROYAL BANK OF CANADA	13.03%	536.91K	9.44M	-152.01K	-22.07%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-133	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.69%	28.53K	501.76K	4.12K	+16.89%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-1	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-13.37K	-100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-155	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-11.65K	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	9	-125	-99.21%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	45	811	0	0
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	44	774	0	0
Dec 31, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.62K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	135	2.38K	131	+3,275.00%
Dec 31, 2025	IFP ADVISORS, INC	0.01%	442	7.78K	0	0
Dec 31, 2025	WHIPPLEWOOD ADVISORS, LLC	0.96%	39.73K	698.9K	1.93K	+5.11%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.21%	49.99K	879.35K	-1.76K	-3.40%
Dec 31, 2025	UBS GROUP AG	1.77%	72.92K	1.28M	-9.63K	-11.66%
Dec 31, 2025	LPL FINANCIAL LLC	1.86%	76.79K	1.35M	-6.2K	-7.47%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.44%	103.54K	1.85M	10.77K	+11.61%
Dec 31, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	2.47%	104.6K	1.84M	4.77K	+4.78%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.56%	23.4K	413.39K	23.4K	+100.00%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.19%	8.02K	141.01K	-4.06K	-33.62%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	10.49K	184.57K	10.49K	+100.00%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.26%	11.03K	194.05K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	133	2.43K	133	+100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	45	815	-3	-6.25%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	44	805	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	14.53%	688.93K	12.59M	104.72K	+17.92%
Sep 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	2.11%	99.83K	1.82M	3.01K	+3.11%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	20.5K	374.66K	805	+4.09%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.96%	92.77K	1.7M	39K	+72.53%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.49%	23.25K	424.93K	92	+0.40%
Sep 30, 2025	NVWM, LLC	0.01%	443	8.1K	-130	-22.69%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	1	17	1	+100.00%
Sep 30, 2025	L.M. KOHN & COMPANY	0.33%	15.83K	289.4K	-2.85K	-15.23%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.3%	14.12K	258.12K	-53	-0.37%
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.15%	6.98K	127.52K	387	+5.87%
Sep 30, 2025	MADRONA FINANCIAL SERVICES, LLC	0.63%	30.07K	549.61K	-6	-0.02%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	26.76K	489K	-133	-0.49%
Sep 30, 2025	LPL FINANCIAL LLC	1.75%	82.99K	1.52M	23.65K	+39.84%
Sep 30, 2025	UBS GROUP AG	1.74%	82.55K	1.51M	-4.36K	-5.01%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.64%	30.5K	556.28K	450	+1.50%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.29%	13.69K	250.25K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.28%	13.37K	244.36K	-24.63K	-64.82%
Sep 30, 2025	CAMELOT PORTFOLIOS, LLC	0.25%	12.08K	220.77K	-663	-5.20%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.34%	63.57K	1.16M	-8.87K	-12.24%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.09%	51.75K	934.17K	-11K	-17.52%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.8%	37.8K	691.01K	1.88K	+5.23%
Sep 30, 2025	CITADEL ADVISORS LLC	0.51%	24.4K	446.12K	24.4K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	11.65K	213K	-679	-5.51%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-200	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	126	2.3K	-7.21K	-98.28%
Sep 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.68K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	4	73	4	+100.00%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.23%	11.03K	201.67K	0	0
Sep 30, 2025	MORGAN STANLEY	0.08%	3.71K	67.84K	-1	-0.03%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	155	2.83K	155	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.2K	21.94K	0	0
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-13.2K	-100.00%
Sep 30, 2025	SPC FINANCIAL, INC.	0.49%	23.4K	427.68K	-238	-1.01%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.4%	18.9K	345.48K	-4.45K	-19.06%
Sep 30, 2025	IFP ADVISORS, INC	0.01%	442	8.08K	-219	-33.13%
Jun 30, 2025	MORGAN STANLEY	0.08%	3.71K	65.44M	0	0
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.23%	11.03K	194.49K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.28%	13.2K	233.87K	708	+5.67%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	26.89K	474K	-32	-0.12%
Jun 30, 2025	FORM WEALTH ADVISORS, LLC	0.28%	12.95K	228.33K	198	+1.55%
Jun 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.76%	35.92K	633.31K	-61.14K	-62.99%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	200	3.53K	200	+100.00%
Jun 30, 2025	NVWM, LLC	0.01%	573	10.1K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.01%	661	11.65K	138	+26.39%
Jun 30, 2025	JANE STREET GROUP, LLC	0.81%	38K	669.89K	38K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.14%	53.77K	961.16K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	1.26%	59.35K	1.05M	1.94K	+3.38%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.33%	62.74K	1.11M	-3	0.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.54%	72.44K	1.28M	2.55K	+3.65%
Jun 30, 2025	UBS GROUP AG	1.85%	86.91K	1.53M	16.64K	+23.68%
Jun 30, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	2.06%	96.82K	1.71M	3.97K	+4.28%
Jun 30, 2025	ROYAL BANK OF CANADA	12.43%	584.21K	10.3M	56.69K	+10.75%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	12.32K	217K	21	+0.17%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.27%	12.74K	224.58K	-1.06K	-7.66%
Jun 30, 2025		0.28%	12.95K	228.33K	198	+1.55%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.49%	23.15K	408.19K	-588	-2.48%
Jun 30, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0%	0	-	-12.26K	-100.00%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	44	776	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	48	846	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.2K	21.16K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.16%	7.34K	129.37K	6.14K	+510.99%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.28%	13.2K	232.68K	708	+5.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.29%	13.69K	241.34K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	14.17K	249.86K	170	+1.21%
Jun 30, 2025	L.M. KOHN & COMPANY	0.4%	18.68K	329.25K	438	+2.40%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.5%	23.35K	411.64K	-270	-1.14%
Jun 30, 2025	SPC FINANCIAL, INC.	0.5%	23.63K	416.64K	-1.23K	-4.93%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.64%	30.05K	537.33K	306	+1.03%
Jun 30, 2025	MADRONA FINANCIAL SERVICES, LLC	0.64%	30.07K	530.14K	2.27K	+8.18%
Jun 30, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.62K	0	0
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.14%	6.59K	116.16K	5	+0.08%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	19.69K	347.13K	-31.04K	-61.18%
Mar 31, 2025		0.26%	12.75K	225.3K	12.75K	+100.00%
Mar 31, 2025	UBS GROUP AG	1.44%	70.27K	1.24M	-11.5K	-14.06%
Mar 31, 2025	WEBSTERROGERS FINANCIAL ADVISORS, LLC	1.91%	92.85K	1.64M	3.74K	+4.20%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	44	778	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	48	848	0	0
Mar 31, 2025	DELTA ASSET MANAGEMENT LLC/TN	0%	92	1.63K	0	0
Mar 31, 2025	L.M. KOHN & COMPANY	0.37%	18.24K	322.17K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.48%	23.62K	417.21K	-22.36K	-48.63%
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.49%	23.74K	419.37K	-542.65K	-95.81%
Mar 31, 2025	SPC FINANCIAL, INC.	0.51%	24.86K	439.1K	-4.35K	-14.89%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	26.92K	476K	-3.64K	-11.91%
Mar 31, 2025	MADRONA FINANCIAL SERVICES, LLC	0.57%	27.8K	491.04K	1.2K	+4.52%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.61%	29.75K	521.67K	586	+2.01%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-33.42K	-100.00%
Mar 31, 2025	FMR LLC	0%	0	-	-200	-100.00%
Mar 31, 2025	CAMELOT PORTFOLIOS, LLC	0.28%	13.8K	243.7K	3.19K	+30.05%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.26%	12.49K	220.63K	-70	-0.56%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.14%	6.58K	116.3K	5	+0.08%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.28%	13.69K	241.82K	0	0
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.23%	11.03K	194.88K	11.03K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.04%	50.73K	896.07K	16.41K	+47.82%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.1%	53.77K	949.84K	900	+1.70%
Mar 31, 2025	NVWM, LLC	0.01%	573	10.12K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	1.2K	21.21K	1.2K	+120,000.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.29%	14K	247.36K	200	+1.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.29%	62.74K	1.11M	61	+0.10%
Mar 31, 2025	IFP ADVISORS, INC	0.01%	523	9.25K	3	+0.58%
Mar 31, 2025	LPL FINANCIAL LLC	1.18%	57.41K	1.01M	3K	+5.52%
Mar 31, 2025	ROYAL BANK OF CANADA	10.83%	527.53K	9.32M	119.5K	+29.29%
Mar 31, 2025	WHITE PINE CAPITAL LLC	0%	0	-	-13.87K	-100.00%
Mar 31, 2025	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.25%	12.26K	217.74K	12.26K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	12.3K	217K	117	+0.96%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.43%	69.88K	1.23M	-859	-1.21%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.2K	21.2K	0	0
Mar 31, 2025	MORGAN STANLEY	0.08%	3.71K	65.57K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.26%	12.49K	221.75K	-70	-0.56%

Frequently Asked Questions