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

Who are the major shareholders selling Invesco Russell 1000 Equal Weight ETF stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in EQAL by -6.78% restricting it's holding to 13.65 thousand shares of worth nearly $809.20K. DAVIS INVESTMENT PARTNERS, LLC also lessened -0.54% of the EQAL shares from its portfolio, reducing its holding to 35.19 thousand shares of worth $2.08M. CREATIVE PLANNING also shunned EQAL shares holding by -26.49% last quarter which brought its holding to 12.72 thousand shares worth $753.50K.

Investors who are buying EQAL stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in EQAL by 390.11% in the last quarter. The institutional holder raised its holding to 30.03 thousand shares having worth more than $1.78M. CETERA INVESTMENT ADVISERS also added 1.51% more shares of EQAL to its portfolio, raising its holding to 34.61 thousand shares of worth $2.05M. HIGHTOWER ADVISORS, LLC also increased its EQAL shares holding by 0.24% which brought its holding to 8.53 thousand shares worth $505.23K.

EQAL's major insiders: who are they?

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

Did an insider recently sell EQAL stock?

Company executives, directors, and other insiders own N/A percent of Invesco Russell 1000 Equal Weight ETF's stock. Within the last six months, there have been 0 transaction(s) in which EQAL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EQAL stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Russell 1000 Equal Weight ETF insiders have bought stock, totalling 0 shares

How much of EQAL does insiders own?

Around 0 Invesco Russell 1000 Equal Weight ETF shares are held by insiders, which represents about N/A of EQAL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EQAL?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in EQAL which holds 13.65 thousand shares worth $809.20K or 0.1% of the total EQAL shares outstanding followed by ROYAL BANK OF CANADA with ownership of 30.03 thousand shares representing 0.22% of the EQAL ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 34.61 thousand shares or 0.26% of the ownership worth more than $2.05M.

Is Invesco Russell 1000 Equal Weight 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 EQAL is concerned, it is a stock which is optionable.

Is there a short position on EQAL's shares?

Number of EQAL 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 EQAL shares are there?

As of today, null shares of EQAL are outstanding.

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

EQAL 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 EQAL is null.

Invesco Russell 1000 Equal Weight ETF (EQAL) 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

OptionableYes

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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 13.65K shares valued at $809.20K. A 0.1% stake in Invesco Russell 1000 Equal Weight ETF is owned by the company. ROYAL BANK OF CANADA owns 30.03K shares valued at $1.78M, which translates its holding of 0.22% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	13.65K	809.2K	-993	-6.78%
Jun 30, 2026	ROYAL BANK OF CANADA	0.22%	30.03K	1.78M	23.91K	+390.11%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.26%	34.61K	2.05M	514	+1.51%
Jun 30, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.26%	35.19K	2.08M	-192	-0.54%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.06%	8.53K	505.23K	20	+0.24%
Jun 30, 2026	CREATIVE PLANNING	0.09%	12.72K	753.5K	-4.58K	-26.49%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	27K	1.6M	20.73K	+330.40%
Jun 30, 2026	FRIEDENTHAL FINANCIAL	0.22%	29.34K	1.74M	25	+0.09%
Jun 30, 2026	BINGHAM PRIVATE WEALTH, LLC	0.35%	47.69K	2.83M	2.57K	+5.69%
Jun 30, 2026	CAPITAL ADVISORS, LTD. LLC	0.33%	43.92K	2.6M	-2.16K	-4.69%
Jun 30, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	308.12K	0	0
Jun 30, 2026	REDE WEALTH, LLC	0.04%	5.39K	319.14K	-20	-0.37%
Jun 30, 2026	US BANCORP \DE\	0.04%	5.4K	320.21K	0	0
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.04%	5.61K	332.41K	1.49K	+36.16%
Jun 30, 2026	CASTLEVIEW PARTNERS, LLC	0.04%	5.62K	333.01K	172	+3.16%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	5.83K	345K	0	0
Jun 30, 2026	RETIREMENT INCOME SOLUTIONS, INC	0.05%	6.17K	340.08K	0	0
Jun 30, 2026	GILLILAND JETER WEALTH MANAGEMENT LLC	0.05%	6.48K	383.74K	24	+0.37%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	0.05%	6.99K	413.98K	6.99K	+100.00%
Jun 30, 2026	CHOATE INVESTMENT ADVISORS	0.05%	7.05K	417.74K	0	0
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.05%	7.42K	439.66K	-432	-5.50%
Jun 30, 2026	FIELDER CAPITAL GROUP LLC	0.06%	7.82K	463.05K	0	0
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.06%	7.9K	468.26K	-988	-11.11%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	14.69K	870.48K	-7	-0.05%
Jun 30, 2026	EVEREST MANAGEMENT CORP.	0.13%	16.99K	1.01M	16.99K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	18.77K	1.11M	-5.78K	-23.53%
Jun 30, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.33%	44.07K	2.61M	4	+0.01%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.34%	45.28K	2.68M	3.42K	+8.17%
Jun 30, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.36%	48.01K	2.84M	1.68K	+3.64%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.38%	51.37K	3.04M	975	+1.93%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.88%	118.71K	7.03M	-9.58K	-7.47%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	46.42K	2.75M	-155	-0.33%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	52.94K	3.14M	14.51K	+37.76%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.15%	19.98K	1.18M	-78	-0.39%
Jun 30, 2026	SHADE TREE ADVISORS LLC	0.16%	22.01K	1.3M	0	0
Jun 30, 2026	TRUIST FINANCIAL CORP	0.08%	10.36K	613.62K	272	+2.70%
Jun 30, 2026	FMR LLC	0.08%	10.53K	624.2K	3.3K	+45.68%
Jun 30, 2026		0.08%	11.29K	669.03K	11.29K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.18%	24.17K	1.43M	2.09K	+9.45%
Jun 30, 2026	SFE INVESTMENT COUNSEL	0.2%	26.83K	1.59M	-436	-1.60%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.55%	73.79K	4.37M	73.79K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.06%	8.04K	476.58K	-403	-4.77%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.06%	8.27K	490.31K	3.36K	+68.47%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.06%	8.49K	503.16K	141	+1.69%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.07%	9.2K	545.14K	-1K	-9.80%
Jun 30, 2026	SYKON CAPITAL LLC	0.07%	9.47K	561.02K	-82.26K	-89.68%
Jun 30, 2026	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.07%	9.76K	589.91K	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.08%	10.25K	607.45K	-23.43K	-69.56%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.11%	15.47K	914.5K	3.67K	+31.12%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.17%	22.51K	1.33M	2.61K	+13.12%
Jun 30, 2026	CERITY PARTNERS LLC	0.18%	23.96K	1.42M	18	+0.08%
Jun 30, 2026	LPL FINANCIAL LLC	1.69%	228.66K	13.55M	3.06K	+1.36%
Jun 30, 2026	CARROLL ADVISORY GROUP, LLC	0.22%	29.73K	1.76M	0	0
Jun 30, 2026	NATIONAL PHILANTHROPIC TRUST	0.16%	21.82K	1.29M	21.82K	+100.00%
Jun 30, 2026	DIVERSIFIED MANAGEMENT INC	0.14%	18.86K	1.12M	79	+0.42%
Jun 30, 2026	STIFEL FINANCIAL CORP	34.26%	4.63M	274.19M	-14.14K	-0.30%
Jun 30, 2026	WICK CAPITAL PARTNERS, LLC	0.56%	76.09K	4.51M	-6.49K	-7.86%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.93%	125.1K	7.41M	21.02K	+20.19%
Jun 30, 2026	UBS GROUP AG	1.15%	155.54K	9.22M	27.08K	+21.08%
Jun 30, 2026	MORGAN STANLEY	1.57%	211.84K	12.55M	14.58K	+7.39%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.96%	400.25K	23.72M	1.32K	+0.33%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.08%	11.29K	669.03K	11.29K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	13.9K	823.86K	-149	-1.06%
Jun 30, 2026	BREAKWATER CAPITAL GROUP	0.14%	18.54K	1.1M	2.13K	+12.98%
Mar 31, 2026	FIELDER CAPITAL GROUP LLC	0.06%	7.82K	430.59K	-91	-1.15%
Mar 31, 2026	CHOATE INVESTMENT ADVISORS	0.05%	7.05K	388.46K	0	0
Mar 31, 2026	LUNT CAPITAL MANAGEMENT, INC.	0.34%	46.32K	2.55M	0	0
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	46.58K	2.57M	2.81K	+6.42%
Mar 31, 2026	SYKON CAPITAL LLC	0.67%	91.73K	5.05M	1.87K	+2.08%
Mar 31, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.26%	35.38K	1.95M	8	+0.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.28%	38.43K	2.12M	3.11K	+8.81%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.31%	41.86K	2.31M	6.14K	+17.20%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.76%	104.09K	5.74M	20.72K	+24.86%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.94%	128.29K	7.07M	-7.87K	-5.78%
Mar 31, 2026	UBS GROUP AG	0.94%	128.46K	7.08M	50.91K	+65.66%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	6.27K	345.64K	6.27K	+100.00%
Mar 31, 2026	GILLILAND JETER WEALTH MANAGEMENT LLC	0.05%	6.45K	355.53K	25	+0.39%
Mar 31, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.05%	6.66K	366.95K	-305	-4.38%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	24.54K	1.35M	3.74K	+17.96%
Mar 31, 2026	CERITY PARTNERS LLC	0.18%	23.94K	1.32M	0	0
Mar 31, 2026		0.14%	18.78K	1.03M	85	+0.45%
Mar 31, 2026	LONGVIEW FINANCIAL ADVISORS, INC.	0.32%	44.07K	2.43M	3	+0.01%
Mar 31, 2026	BINGHAM PRIVATE WEALTH, LLC	0.33%	45.13K	2.49M	-93	-0.21%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.34%	46.08K	2.54M	-2.46K	-5.07%
Mar 31, 2026	LPL FINANCIAL LLC	1.65%	225.6K	12.43M	23.02K	+11.36%
Mar 31, 2026	FMR LLC	0.05%	7.23K	398.46K	-108	-1.47%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	7.78K	428.5K	-8.96K	-53.52%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0.06%	7.85K	432.65K	-1.73K	-18.04%
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.07%	8.89K	489.9K	17	+0.19%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	9.5K	528.92K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.07%	10.08K	555.63K	17	+0.17%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.11%	14.65K	807.1K	5.6K	+61.87%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	14.7K	809.83K	-104	-0.70%
Mar 31, 2026	BREAKWATER CAPITAL GROUP	0.12%	16.41K	904.08K	3.02K	+22.58%
Mar 31, 2026	CREATIVE PLANNING	0.13%	17.3K	953.17K	-561	-3.14%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.15%	19.9K	1.1M	-5.37K	-21.25%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.15%	20.05K	1.1M	642	+3.31%
Mar 31, 2026	SHADE TREE ADVISORS LLC	0.16%	22.01K	1.21M	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.02%	2.11K	116.21K	10	+0.48%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	3.7K	199.73K	3.7K	+100.00%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.03%	3.98K	219.52K	79	+2.02%
Mar 31, 2026	CAHILL FINANCIAL ADVISORS INC	0.03%	3.99K	219.96K	0	0
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	4.91K	270.66K	4.91K	+100.00%
Mar 31, 2026	DODDS WEALTH, LLC	0.04%	5.09K	280.62K	0	0
Mar 31, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	286.52K	0	0
Mar 31, 2026	REDE WEALTH, LLC	0.04%	5.41K	297.87K	-16	-0.30%
Mar 31, 2026	CASTLEVIEW PARTNERS, LLC	0.04%	5.45K	300.19K	-103	-1.86%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	5.83K	321K	0	0
Mar 31, 2026	RETIREMENT INCOME SOLUTIONS, INC	0.05%	6.17K	340.08K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	33.96%	4.64M	255.75M	-13.72K	-0.29%
Mar 31, 2026	SFE INVESTMENT COUNSEL	0.2%	27.27K	1.5M	480	+1.79%
Mar 31, 2026	FRIEDENTHAL FINANCIAL	0.21%	29.32K	1.62M	-20.77K	-41.47%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.25%	33.68K	1.86M	33.68K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.25%	34.09K	1.88M	-97	-0.28%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.37%	50.39K	2.78M	-475	-0.93%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.37%	50.51K	2.78M	38.19K	+309.85%
Mar 31, 2026	WICK CAPITAL PARTNERS, LLC	0.6%	82.58K	4.55M	68	+0.08%
Mar 31, 2026	MORGAN STANLEY	1.44%	197.26K	10.87M	41.87K	+26.94%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.92%	398.93K	21.98M	139.63K	+53.85%
Mar 31, 2026	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.07%	9.76K	562.59K	0	0
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.06%	8.35K	460.12K	11	+0.13%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.06%	8.45K	465.38K	-1.71K	-16.81%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.06%	8.51K	468.71K	22	+0.26%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.07%	10.2K	562.02K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.09%	11.8K	639.06K	6.07K	+106.10%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.1%	14.05K	774.31K	-869	-5.82%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.16%	22.08K	1.22M	-124	-0.56%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	20.81K	1.1M	-247	-1.17%
Dec 31, 2025	SHADE TREE ADVISORS LLC	0.18%	22.01K	1.16M	1.46K	+7.08%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	22.21K	1.17M	-552	-2.43%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.05%	5.83K	306K	0	0
Dec 31, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.05%	6.17K	324.89K	0	0
Dec 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.05%	6.43K	338.32K	26	+0.41%
Dec 31, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.06%	6.96K	366.57K	8	+0.12%
Dec 31, 2025	CHOATE INVESTMENT ADVISORS	0.06%	7.05K	371.11K	0	0
Dec 31, 2025	FIELDER CAPITAL GROUP LLC	0.06%	7.91K	416.16K	0	0
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.06%	8.34K	438.99K	12	+0.14%
Dec 31, 2025	CERITY PARTNERS LLC	0.19%	23.94K	1.26M	0	0
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.19%	24.19K	1.27M	24.19K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	25.27K	1.33M	11.07K	+77.99%
Dec 31, 2025	SFE INVESTMENT COUNSEL	0.21%	26.79K	1.41M	376	+1.42%
Dec 31, 2025	FORT POINT CAPITAL PARTNERS LLC	0.23%	28.41K	1.57M	-215.51K	-88.35%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	9.5K	513.72K	0	0
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.07%	9.58K	504.29K	0	0
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.03%	4.12K	216.88K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	3.96K	208.24K	917	+30.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.05K	476.38K	-6.93K	-43.35%
Dec 31, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.35%	44.07K	2.32M	-709	-1.58%
Dec 31, 2025	BINGHAM PRIVATE WEALTH, LLC	0.36%	45.22K	2.38M	45.22K	+100.00%
Dec 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.37%	46.32K	2.44M	0	0
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.39%	48.53K	2.56M	1.58K	+3.36%
Dec 31, 2025	UBS GROUP AG	0.62%	77.55K	4.08M	21.5K	+38.36%
Dec 31, 2025	FRIEDENTHAL FINANCIAL	0.4%	50.09K	2.64M	4.19K	+9.14%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.4%	50.87K	2.68M	3.92K	+8.36%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	8.49K	446.65K	2.64K	+45.24%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	8.66K	455.97K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	8.71K	459K	1.39K	+19.04%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	8.87K	467.15K	17	+0.19%
Dec 31, 2025	LPL FINANCIAL LLC	1.61%	202.58K	10.66M	-8.18K	-3.88%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.08%	10.15K	534.45K	-749	-6.87%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	10.2K	536.93K	-300	-2.86%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	14.8K	779.17K	44	+0.30%
Dec 31, 2025	CREATIVE PLANNING	0.14%	17.86K	940.14K	405	+2.32%
Dec 31, 2025	WICK CAPITAL PARTNERS, LLC	0.66%	82.51K	4.34M	19	+0.02%
Dec 31, 2025		0.15%	18.69K	984.01K	18.69K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.27%	34.19K	1.8M	-931	-2.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	35.32K	1.86M	1.06K	+3.11%
Dec 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.28%	35.37K	1.88M	9	+0.03%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	35.72K	1.88M	-7.24K	-16.85%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.35%	43.77K	2.32M	1.61K	+3.82%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.67%	83.37K	4.39M	3.88K	+4.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.06%	259.3K	13.65M	-2.73K	-1.04%
Dec 31, 2025	REDE WEALTH, LLC	0.04%	5.42K	285.41K	5.42K	+100.00%
Dec 31, 2025	CASTLEVIEW PARTNERS, LLC	0.04%	5.55K	292.21K	25	+0.45%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.05%	5.72K	301.25K	1.91K	+49.90%
Dec 31, 2025	STIFEL FINANCIAL CORP	37.07%	4.66M	245.06M	11.61K	+0.25%
Dec 31, 2025	US BANCORP \DE\	0.04%	4.95K	260.36K	0	0
Dec 31, 2025	DODDS WEALTH, LLC	0.04%	5.09K	268.1K	0	0
Dec 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	273.73K	0	0
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.1%	12.33K	648.79K	12.33K	+100.00%
Dec 31, 2025	SYKON CAPITAL LLC	0.72%	89.86K	4.73M	-167.86K	-65.13%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.08%	136.16K	7.17M	-2.36K	-1.70%
Dec 31, 2025	MORGAN STANLEY	1.23%	155.39K	8.18M	6.12K	+4.10%
Dec 31, 2025	LODESTONE WEALTH MANAGEMENT LLC	0.01%	1.54K	80.96K	1.54K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.02%	2.37K	124.65K	2.37K	+100.00%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.03%	3.91K	205.56K	3	+0.08%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.08%	9.7K	510.61K	9.7K	+100.00%
Dec 31, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.08%	9.76K	550.3K	-6.81K	-41.11%
Dec 31, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	526.4K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	10.07K	529.94K	3.73K	+58.84%
Dec 31, 2025	BREAKWATER CAPITAL GROUP	0.11%	13.39K	704.64K	4.03K	+43.01%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	14.92K	785.48K	201	+1.37%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	16.73K	880.77K	2.7K	+19.27%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	19.41K	1.02M	-322	-1.63%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	8.66K	450.42K	0	0
Sep 30, 2025	FMR LLC	0.05%	7.08K	367.92K	1.22K	+20.86%
Sep 30, 2025	MORGAN STANLEY	1.13%	149.27K	7.76M	-6.08K	-3.91%
Sep 30, 2025	WICK CAPITAL PARTNERS, LLC	0.62%	82.49K	4.29M	-378.21K	-82.09%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.36%	46.96K	2.44M	1.42K	+3.12%
Sep 30, 2025	SHADE TREE ADVISORS LLC	0.16%	20.55K	1.07M	0	0
Sep 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.05%	6.4K	332.85K	28	+0.44%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	5.83K	303K	0	0
Sep 30, 2025	CASTLEVIEW PARTNERS, LLC	0.04%	5.53K	287.35K	-1.65K	-22.97%
Sep 30, 2025	TOUCHSTONE CAPITAL, INC.	0.04%	5.5K	285.78K	5.5K	+100.00%
Sep 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	270.4K	0	0
Sep 30, 2025	DODDS WEALTH, LLC	0.04%	5.09K	264.84K	0	0
Sep 30, 2025	US BANCORP \DE\	0.04%	4.95K	257.19K	0	0
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.03%	4.12K	214K	0	0
Sep 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.03%	3.99K	207.58K	3.99K	+100.00%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.03%	3.9K	202.9K	3.9K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	3.82K	197.98K	501	+15.10%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	3.04K	158.03K	-112	-3.55%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	2.09K	108.68K	4	+0.19%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.09K	56.47K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	982	51.06K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	840	43.68K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0%	430	22.36K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	42.96K	2.23M	1.44K	+3.47%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.11%	14.2K	738.18K	13.77K	+3,232.39%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	8.86K	460.57K	18	+0.20%
Sep 30, 2025	CITADEL ADVISORS LLC	0.07%	8.77K	455.88K	-12.17K	-58.12%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	19.73K	1.03M	-31	-0.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.98%	262.03K	13.63M	-3.21K	-1.21%
Sep 30, 2025	SYKON CAPITAL LLC	1.95%	257.72K	13.4M	257.72K	+100.00%
Sep 30, 2025	FORT POINT CAPITAL PARTNERS LLC	1.84%	243.92K	12.68M	-3.42K	-1.38%
Sep 30, 2025	LPL FINANCIAL LLC	1.59%	210.75K	10.96M	1.01K	+0.48%
Sep 30, 2025	UBS GROUP AG	0.42%	56.05K	2.91M	-9.43K	-14.41%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.35%	46.94K	2.44M	-444	-0.94%
Sep 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.35%	46.32K	2.41M	0	0
Sep 30, 2025	FRIEDENTHAL FINANCIAL	0.35%	45.9K	2.39M	-138	-0.30%
Sep 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.27%	35.36K	1.85M	10	+0.03%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	35.12K	1.83M	25.35K	+259.49%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	34.25K	1.78M	-20.3K	-37.21%
Sep 30, 2025	SFE INVESTMENT COUNSEL	0.2%	26.41K	1.37M	-687	-2.54%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	14.76K	767.44K	140	+0.96%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	14.72K	765.51K	-241	-1.61%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.11%	14.03K	729.53K	4.6K	+48.79%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.08%	10.9K	566.9K	-1.4K	-11.36%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	10.5K	546K	-600	-5.41%
Sep 30, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	529.24K	0	0
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.07%	9.58K	498.16K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	9.5K	497.41K	0	0
Sep 30, 2025	BREAKWATER CAPITAL GROUP	0.07%	9.36K	486.72K	1K	+11.96%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.05%	138.52K	7.2M	-7.11K	-4.88%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.6%	79.48K	4.13M	8.12K	+11.38%
Sep 30, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.34%	44.78K	2.33M	4	+0.01%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.06%	8.33K	433.07K	12	+0.14%
Sep 30, 2025	CHOATE INVESTMENT ADVISORS	0.05%	7.05K	366.6K	-215	-2.96%
Sep 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.05%	6.96K	361.69K	6.96K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.18%	23.94K	1.24M	0	0
Sep 30, 2025	CREATIVE PLANNING	0.13%	17.46K	907.65K	-159	-0.90%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.13%	16.57K	873.02K	16.57K	+100.00%
Sep 30, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.13%	16.57K	865.86K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	15.97K	827.01K	399	+2.56%
Sep 30, 2025	FIELDER CAPITAL GROUP LLC	0.06%	7.91K	411.1K	-583	-6.87%
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	7.32K	380K	-30.78K	-80.79%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	6.34K	329.58K	0	0
Sep 30, 2025	RETIREMENT INCOME SOLUTIONS, INC	0.05%	6.17K	320.94K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	5.93K	308.2K	-12.01K	-66.95%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	5.84K	303.8K	-15	-0.26%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	42.16K	2.19M	42.16K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	22.76K	1.18M	-111	-0.49%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	22.72K	1.18M	6.42K	+39.40%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	21.05K	1.1M	-1.33K	-5.96%
Sep 30, 2025	STIFEL FINANCIAL CORP	35.05%	4.64M	241.47M	-22.44K	-0.48%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.14%	17.94K	883.12K	5.93K	+49.37%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.15%	19.68K	969K	19.68K	+100.00%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.15%	19.77K	973.24K	-161	-0.81%
Jun 30, 2025		0.16%	20.55K	1.01M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	15.57K	766.85K	8.47K	+119.17%
Jun 30, 2025	SHADE TREE ADVISORS LLC	0.16%	20.55K	1.01M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	22.39K	1.1M	-143	-0.63%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	22.87K	1.13M	3.98K	+21.05%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.19%	24.76K	1.22M	24.76K	+100.00%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.19%	24.88K	1.23M	5.16K	+26.14%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.25%	32.52K	1.6M	32.52K	+100.00%
Jun 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.27%	35.35K	1.76M	-2.49K	-6.58%
Jun 30, 2025	ROYAL BANK OF CANADA	0.3%	38.09K	1.88M	31.33K	+463.19%
Jun 30, 2025	REDE WEALTH, LLC	0.06%	7.77K	382.55K	1.18K	+17.98%
Jun 30, 2025	CHOATE INVESTMENT ADVISORS	0.06%	7.27K	357.73K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	41.52K	2.04M	4.51K	+12.19%
Jun 30, 2025	BINGHAM PRIVATE WEALTH, LLC	0.35%	44.75K	2.2M	8.57K	+23.68%
Jun 30, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.35%	44.77K	2.2M	-1.72K	-3.69%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.35%	45.54K	2.24M	2.12K	+4.88%
Jun 30, 2025	FRIEDENTHAL FINANCIAL	0.36%	46.04K	2.27M	30K	+187.07%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	8.84K	435.21K	16	+0.18%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.07%	9.58K	471.72K	0	0
Jun 30, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	503.1K	0	0
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	11.1K	546.56K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.1%	12.3K	605.6K	-550	-4.28%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	16.3K	802.37K	-7.78K	-32.31%
Jun 30, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.36%	46.32K	2.28M	32.52K	+235.63%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.37%	47.39K	2.33M	47.39K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.42%	54.55K	2.69M	-43.6K	-44.42%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.55%	71.36K	3.51M	9.82K	+15.96%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	9.77K	481.04K	1.61K	+19.66%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	14.62K	719.82K	14.62K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	14.96K	736.75K	-1.12K	-6.99%
Jun 30, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.13%	16.57K	815.86K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.14%	17.61K	867.33K	1.51K	+9.35%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.13%	145.63K	7.17M	-9.02K	-5.83%
Jun 30, 2025	CITADEL ADVISORS LLC	0.16%	20.94K	1.03B	20.94K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.2%	25.19K	1.24M	376	+1.52%
Jun 30, 2025	CERITY PARTNERS LLC	0.19%	23.94K	1.18M	355	+1.51%
Jun 30, 2025	PEIRCE CAPITAL MANAGEMENT, LLC	0.19%	24.11K	1.19M	24.11K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.51%	65.48K	3.22M	-55.19K	-45.74%
Jun 30, 2025	SFE INVESTMENT COUNSEL	0.21%	27.1K	1.33M	90	+0.33%
Jun 30, 2025	MORGAN STANLEY	1.21%	155.35K	7.65B	29.53K	+23.47%
Jun 30, 2025	LPL FINANCIAL LLC	1.63%	209.74K	10.33M	-15.22K	-6.77%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	1.92%	247.34K	12.18M	147.03K	+146.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.06%	265.24K	13.06M	-379.18K	-58.84%
Jun 30, 2025	WICK CAPITAL PARTNERS, LLC	3.58%	460.7K	4.1M	381.41K	+481.03%
Jun 30, 2025	STIFEL FINANCIAL CORP	36.23%	4.67M	229.76M	1.08M	+30.10%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.06%	8.32K	409.49K	10	+0.12%
Jun 30, 2025	BREAKWATER CAPITAL GROUP	0.06%	8.36K	411.65K	-3.35K	-28.63%
Jun 30, 2025	FIELDER CAPITAL GROUP LLC	0.07%	8.49K	417.99K	0	0
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.07%	8.66K	426.52K	8.66K	+100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	9.43K	464.29K	4.36K	+85.83%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	9.5K	477.52K	0	0
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.11%	12.85K	607.24K	-357	-2.70%
Mar 31, 2025	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	438.8K	0	0
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	11.1K	524.59K	-431	-3.74%
Mar 31, 2025	FRIEDENTHAL FINANCIAL	0.13%	16.04K	757.91K	15.91K	+12,729.60%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	16.09K	760.22K	11.43K	+245.34%
Mar 31, 2025	CREATIVE PLANNING	0.13%	16.11K	761.25K	60	+0.37%
Mar 31, 2025	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.14%	16.57K	783.05K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	1.28%	154.65K	7.31M	-3.4K	-2.15%
Mar 31, 2025	LPL FINANCIAL LLC	1.87%	224.96K	10.63M	4.5K	+2.04%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.14%	17.28K	816.46K	-604	-3.38%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	19.22K	979K	0	0
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.07%	8.82K	416.97K	17	+0.19%
Mar 31, 2025	JANE STREET GROUP, LLC	0.07%	8.84K	417.73K	8.84K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	9.5K	449.02K	1K	+11.76%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.08%	9.58K	452.75K	1.64K	+20.65%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.17%	19.93K	941.7K	-81	-0.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	22.53K	1.07M	3.73K	+19.87%
Mar 31, 2025	CASTLEVIEW PARTNERS, LLC	0.08%	9.86K	465.89K	9.86K	+100.00%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.09%	10.66K	503.85K	-522	-4.67%
Mar 31, 2025		0.17%	20.55K	971.29K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	18.89K	893K	2.12K	+12.63%
Mar 31, 2025	LONGVIEW FINANCIAL ADVISORS, INC.	0.39%	46.49K	2.2M	-1.41K	-2.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.35%	644.41K	30.45M	18.21K	+2.91%
Mar 31, 2025	FORT POINT CAPITAL PARTNERS LLC	0.83%	100.31K	4.74M	100.31K	+100.00%
Mar 31, 2025	UBS GROUP AG	1%	120.67K	5.7M	9.78K	+8.82%
Mar 31, 2025	STIFEL FINANCIAL CORP	29.76%	3.59M	169.5M	-21.47K	-0.60%
Mar 31, 2025	CERITY PARTNERS LLC	0.2%	23.59K	1.11M	-4.56K	-16.20%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	24.07K	1.14M	-3.7K	-13.32%
Mar 31, 2025	BREAKWATER CAPITAL GROUP	0.1%	11.71K	553.56K	11.71K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	12.01K	567.45K	7.95K	+195.67%
Mar 31, 2025	SFE INVESTMENT COUNSEL	0.22%	27.01K	1.28M	-2.63K	-8.86%
Mar 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.31%	37.84K	1.68M	111	+0.29%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.51%	61.54K	2.91M	4.7K	+8.28%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.21%	24.82K	1.17M	186	+0.76%
Mar 31, 2025	MORGAN STANLEY	1.04%	125.82K	5.95M	-4.74K	-3.63%
Mar 31, 2025	REDE WEALTH, LLC	0.05%	6.59K	311.21K	-36	-0.54%
Mar 31, 2025	ROYAL BANK OF CANADA	0.06%	6.76K	320K	484	+7.71%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	7.11K	335.83K	-53	-0.74%
Mar 31, 2025	CHOATE INVESTMENT ADVISORS	0.06%	7.27K	343.34K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	8.16K	385.84K	-376	-4.40%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.07%	8.31K	392.54K	11	+0.13%
Mar 31, 2025	FIELDER CAPITAL GROUP LLC	0.07%	8.49K	401.18K	0	0
Mar 31, 2025	LUNT CAPITAL MANAGEMENT, INC.	0.11%	13.8K	652.28K	0	0
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.16%	19.73K	952.72K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	37.01K	1.75M	2.26K	+6.51%
Mar 31, 2025	WICK CAPITAL PARTNERS, LLC	0.66%	79.29K	3.75M	-4.23K	-5.06%
Mar 31, 2025	SAN LUIS WEALTH ADVISORS LLC	0.8%	96.51K	4.56M	-33.91K	-26.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	98.15K	4.64M	89.58K	+1,045.53%
Mar 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.36%	43.42K	2.05M	1.46K	+3.48%
Mar 31, 2024	WICK CAPITAL PARTNERS, LLC	0.61%	78.2K	3.61M	-10.29K	-11.63%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.14%	581.11K	26.84M	32.61K	+5.94%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.05%	6.25K	288.85K	23	+0.37%
Mar 31, 2024	REDE WEALTH, LLC	0.05%	6.94K	320.33K	6.94K	+100.00%
Mar 31, 2024	CAMPBELL WEALTH MANAGEMENT	0.06%	7.69K	355K	7.69K	+100.00%
Mar 31, 2024	CHOATE INVESTMENT ADVISORS	0.08%	10.39K	479.68K	0	0
Mar 31, 2024	FIELDER CAPITAL GROUP LLC	0.1%	13.41K	619.36K	-1.02K	-7.06%
Mar 31, 2024	MARINER, LLC	0.11%	13.66K	631K	13.66K	+100.00%
Mar 31, 2024	LUNT CAPITAL MANAGEMENT, INC.	0.11%	14.17K	654.7K	-1.4K	-9.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.11%	15.63K	722.04K	15.63K	+100.00%
Mar 31, 2024	EMPIRE LIFE INVESTMENTS INC.	0.11%	14.4K	665.14K	-4.6K	-24.21%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.12%	15.26K	704.77K	526	+3.57%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	1.39%	194.91K	9M	-15.94K	-7.56%
Mar 31, 2024	LPL FINANCIAL LLC	1.71%	239.88K	11.08M	-27.19K	-10.18%
Mar 31, 2024	MORGAN STANLEY	2.43%	341.3K	15.76M	24.17K	+7.62%
Mar 31, 2024	STIFEL FINANCIAL CORP	27.32%	3.83M	177.04M	-66.46K	-1.70%
Mar 31, 2024	CONFLUENCE WEALTH SERVICES, INC.	0.04%	5.01K	231.27K	5.01K	+100.00%
Mar 31, 2024	DODDS WEALTH, LLC	0.04%	5.09K	235.25K	0	0
Mar 31, 2024	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	240.19K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	5.92K	273.63K	-232	-3.77%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.05%	5.83K	269K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.05%	6.08K	280.89K	-578	-8.68%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	6.72K	309K	-635	-8.63%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.06%	8.89K	410.81K	-1.88K	-17.46%
Mar 31, 2024	ALPHACORE CAPITAL LLC	0.06%	8.27K	381.75K	10	+0.12%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	9.27K	427.95K	7.79K	+528.56%
Mar 31, 2024	GTS SECURITIES LLC	0.07%	8.58K	396.4K	8.58K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.07%	9.65K	445.76K	9.65K	+100.00%
Mar 31, 2024	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	441.9K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.12%	16.91K	781.07K	-2.74K	-13.94%
Mar 31, 2024	UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	0.13%	16.96K	783.52K	-4.78K	-22.00%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.13%	17.06K	787.97K	172	+1.02%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.14%	19.36K	894.38K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.14%	19.92K	920K	7.85K	+65.11%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.14%	18.28K	844.49K	18.28K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.19%	26.24K	1.21M	17.66K	+205.66%
Mar 31, 2024	CERITY PARTNERS LLC	0.23%	29.85K	1.38M	23.59K	+376.70%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	35.51K	1.64M	242	+0.69%
Mar 31, 2024	SFE INVESTMENT COUNSEL	0.27%	34.49K	1.59M	-452	-1.29%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.28%	35.7K	1.65M	-1.79K	-4.78%
Mar 31, 2024	DAVIS INVESTMENT PARTNERS, LLC	0.3%	38.13K	1.72M	-2.7K	-6.61%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.33%	42.94K	1.98M	6.82K	+18.88%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.36%	46.87K	2.17M	176	+0.38%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.41%	52.96K	2.45M	11.64K	+28.15%
Mar 31, 2024	UBS GROUP AG	0.89%	124.99K	5.77M	-30.66K	-19.70%
Mar 31, 2024	YHB INVESTMENT ADVISORS, INC.	0%	145	6.7K	145	+100.00%
Mar 31, 2024	ASPIRE PRIVATE CAPITAL, LLC	0%	242	11.18K	242	+100.00%
Mar 31, 2024	AMERICA FIRST INVESTMENT ADVISORS, LLC	0%	346	15.98K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	426	19.68K	0	0
Mar 31, 2024	GAME PLAN FINANCIAL ADVISORS, LLC	0%	500	23.1K	0	0
Mar 31, 2024	CLEARSTEAD ADVISORS, LLC	0%	532	24.23K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	982	45.36K	0	0
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	1.06K	48.78K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	1.22K	56.17K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	1.4K	64.67K	0	0
Mar 31, 2024	FMR LLC	0.01%	1.63K	75.04K	1.23K	+313.49%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	2K	92.45K	-413	-17.10%
Mar 31, 2024	BROWN BROTHERS HARRIMAN & CO	0.02%	2.5K	115.48K	0	0
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.03%	4.4K	203.21K	4.4K	+100.00%
Mar 31, 2024	US BANCORP \DE\	0.04%	4.95K	228.46K	-277	-5.30%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	12.75K	588.83K	-28.27K	-68.92%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.09%	13.08K	604K	3.86K	+41.90%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.1%	12.95K	598.18K	1	+0.01%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.14%	18.6K	859.11K	-8.75K	-31.99%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	21.86K	1.01M	21.86K	+100.00%
Dec 31, 2023	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	1.87K	82.6K	0	0
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.01%	1.87K	82.6K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.02%	2.22K	98.03K	527	+31.07%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.02%	2.42K	106.48K	2.42K	+100.00%
Dec 31, 2023	BROWN BROTHERS HARRIMAN & CO	0.02%	2.5K	110.25K	2.5K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	2.8K	123.61K	2.8K	+100.00%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.04%	4.61K	203K	-7.93K	-63.22%
Dec 31, 2023	STEPHENS INC /AR/	0.04%	5.13K	226.32K	5.13K	+100.00%
Dec 31, 2023	INTEGRIS WEALTH MANAGEMENT, LLC	0.04%	5.2K	229.32K	5.2K	+100.00%
Dec 31, 2023	US BANCORP \DE\	0.04%	5.22K	230.33K	0	0
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	5.83K	257K	-595	-9.26%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	6.16K	271.48K	196	+3.29%
Dec 31, 2023	CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.08%	10K	430.6K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.05%	6.26K	276.11K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.05%	6.66K	293.65K	-517	-7.20%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.06%	7.36K	324K	-102	-1.37%
Dec 31, 2023	ALPHACORE CAPITAL LLC	0.06%	8.26K	364.05K	-5.79K	-41.22%
Dec 31, 2023	CITADEL ADVISORS LLC	0.07%	8.59K	378.64K	-32.62K	-79.16%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.07%	9.22K	407K	-2.41K	-20.72%
Dec 31, 2023	WINTRUST INVESTMENTS LLC	0.32%	41.33K	1.82M	20.68K	+100.12%
Dec 31, 2023	CAPITAL ADVISORS, LTD. LLC	0.36%	46.69K	2.06M	450	+0.97%
Dec 31, 2023	WICK CAPITAL PARTNERS, LLC	0.68%	88.5K	3.9M	-111.97K	-55.85%
Dec 31, 2023	DAVIS INVESTMENT PARTNERS, LLC	0.31%	40.83K	1.76M	-2.5K	-5.77%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.29%	37.49K	1.65M	1.25K	+3.45%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.28%	36.12K	1.59M	4.25K	+13.32%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	35.27K	1.56M	-4.27K	-10.80%
Dec 31, 2023	SFE INVESTMENT COUNSEL	0.27%	34.94K	1.54M	-2.08K	-5.63%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.23%	30.2K	1.33M	30.2K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.21%	27.35K	1.21M	-17.89K	-39.55%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.15%	19.65K	866.53K	-52.44K	-72.74%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	19.36K	853.91K	0	0
Dec 31, 2023	EMPIRE LIFE INVESTMENTS INC.	0.15%	19K	837.9K	-14.6K	-43.45%
Dec 31, 2023	ACTIVEST WEALTH MANAGEMENT	0.13%	17.12K	754.78K	15.46K	+935.39%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.11%	14.73K	649.68K	4.81K	+48.46%
Dec 31, 2023		0.04%	5.09K	224.6K	5.09K	+100.00%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.1%	12.95K	571.04K	2	+0.02%
Dec 31, 2023	ROYAL BANK OF CANADA	0.09%	12.06K	532K	-16.35K	-57.55%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.08%	10.78K	475.18K	230	+2.18%
Dec 31, 2023	CHOATE INVESTMENT ADVISORS	0.08%	10.39K	457.98K	0	0
Dec 31, 2023	UBS GROUP AG	1.19%	155.65K	6.86M	-17.45K	-10.08%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1.61%	210.85K	9.3M	-14.41K	-6.40%
Dec 31, 2023	LPL FINANCIAL LLC	2.05%	267.07K	11.78M	42.54K	+18.95%
Dec 31, 2023	MORGAN STANLEY	2.43%	317.14K	13.99M	194.52K	+158.64%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.2%	548.51K	24.19M	97.78K	+21.69%
Dec 31, 2023	STIFEL FINANCIAL CORP	29.86%	3.9M	171.96M	-135.45K	-3.36%

Frequently Asked Questions