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

Who are the major shareholders selling ALPS Equal Sector Weight ETF stock?

JANNEY MONTGOMERY SCOTT LLC, in the last quarter, reduced its stake in EQL by -11.51% restricting it's holding to 13.48 thousand shares of worth nearly $680.00K. ENVESTNET ASSET MANAGEMENT INC also lessened -9.4% of the EQL shares from its portfolio, reducing its holding to 21.13 thousand shares of worth $1.07M. SMITH, MOORE & CO. also shunned EQL shares holding by -5.71% last quarter which brought its holding to 26.26 thousand shares worth $1.32M.

Investors who are buying EQL stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in EQL by 4.49% in the last quarter. The institutional holder raised its holding to 837.24 thousand shares having worth more than $42.24M. CITADEL ADVISORS LLC also added 179.66% more shares of EQL to its portfolio, raising its holding to 13.46 thousand shares of worth $678.91K. GLOBAL RETIREMENT PARTNERS, LLC also increased its EQL shares holding by 100% which brought its holding to 212 shares worth $10.70K.

EQL's major insiders: who are they?

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

Did an insider recently sell EQL stock?

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

Which insider recently purchased EQL stock?

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

How much of EQL does insiders own?

Around 0 ALPS Equal Sector Weight ETF shares are held by insiders, which represents about N/A of EQL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EQL?

MORGAN STANLEY is the largest institutional owner in EQL which holds 837.24 thousand shares worth $42.24M or 5.83% of the total EQL shares outstanding followed by CITADEL ADVISORS LLC with ownership of 13.46 thousand shares representing 0.09% of the EQL ownership. JANNEY MONTGOMERY SCOTT LLC is the third largest stakeholder with 13.48 thousand shares or 0.09% of the ownership worth more than $680.00K.

Is ALPS Equal Sector 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 EQL is concerned, it is a stock which is optionable.

Is there a short position on EQL's shares?

Number of EQL 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 EQL shares are there?

As of today, null shares of EQL are outstanding.

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

EQL 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 EQL is null.

ALPS Equal Sector Weight ETF (EQL) 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. MORGAN STANLEY is the top corporate investor, holding 837.24K shares valued at $42.24M. A 5.83% stake in ALPS Equal Sector Weight ETF is owned by the company. CITADEL ADVISORS LLC owns 13.46K shares valued at $678.91K, which translates its holding of 0.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	5.83%	837.24K	42.24M	36.01K	+4.49%
Jun 30, 2026	CITADEL ADVISORS LLC	0.09%	13.46K	678.91K	8.65K	+179.66%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.09%	13.48K	680K	-1.75K	-11.51%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	121	6.12K	0	0
Jun 30, 2026	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	156	7.87K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	212	10.7K	212	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0%	315	15.9K	315	+100.00%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0%	471	23.76K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	600	30.27K	600	+100.00%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.01%	815	41.12K	0	0
Jun 30, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.01%	900	45.41K	0	0
Jun 30, 2026	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	1.2K	60.54K	0	0
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	1.31K	66.11K	0	0
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	1.97K	99.14K	120	+6.50%
Jun 30, 2026	GUIDANCE CAPITAL, INC	0.07%	10.44K	534.95K	4.13K	+65.31%
Jun 30, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.09%	13.63K	687.68K	115	+0.85%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	14.4K	726.28K	2.81K	+24.25%
Jun 30, 2026	PUREFI WEALTH, LLC	0.13%	18.11K	913.73K	420	+2.37%
Jun 30, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.15%	20.84K	1.05M	24	+0.12%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.15%	21.13K	1.07M	-2.19K	-9.40%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	22.92K	1.16M	752	+3.39%
Jun 30, 2026	ALPS ADVISORS INC	0.16%	22.98K	1.16M	22.98K	+100.00%
Jun 30, 2026	SMITH, MOORE & CO.	0.18%	26.26K	1.32M	-1.59K	-5.71%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.18%	26.43K	1.33M	1.1K	+4.35%
Jun 30, 2026		0.28%	38.9K	1.97M	3K	+8.36%
Jun 30, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	2.79K	140.66K	0	0
Jun 30, 2026	1900 WEALTH MANAGEMENT LLC	0.2%	28.15K	1.42M	0	0
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.28%	40.36K	2.04M	-42.45K	-51.26%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.42%	60.45K	3.04M	14.69K	+32.09%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	62.06K	3.13M	19.32K	+45.22%
Jun 30, 2026	ROYAL BANK OF CANADA	0.78%	111.64K	5.63M	52.59K	+89.05%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.43%	62.06K	3.13M	16.2K	+35.31%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.82%	405.31K	20.45M	43.51K	+12.02%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	7.07%	1.02M	51.21M	8.77K	+0.87%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.15%	1.03M	51.81M	40.94K	+4.15%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	11.87%	1.7M	85.95M	32.24K	+1.93%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.07%	9.73K	490.76K	1.54K	+18.87%
Jun 30, 2026	SHERRY GROUP, INC.	0.27%	38.9K	1.97M	3K	+8.36%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.33%	47.7K	2.41M	-347	-0.72%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	0.04%	5.81K	293.32K	0	0
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.05%	6.53K	329.19K	0	0
Jun 30, 2026	BOSTONPREMIER WEALTH LLC	0.05%	6.56K	330.98K	-50	-0.76%
Jun 30, 2026	BERNICKE WEALTH MANAGEMENT, LTD.	0.36%	51.1K	2.58M	-103	-0.20%
Jun 30, 2026	FMR LLC	0.03%	4.46K	224.91K	1.04K	+30.39%
Jun 30, 2026	JPMORGAN CHASE & CO	0.03%	3.75K	189.32K	0	0
Jun 30, 2026	PERRYMAN FINANCIAL ADVISORY INC /AD	0.97%	138.8K	7M	3.96K	+2.94%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.03%	4.73K	238.56K	-487	-9.34%
Jun 30, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.52%	74.15K	3.74M	3.32K	+4.69%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	104.04K	5.25M	10.19K	+10.85%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.08%	10.79K	544.52K	-125	-1.14%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	11.31K	570K	-253	-2.19%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	11.63K	586.63K	-40.34K	-77.63%
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	2.81K	141.66K	-954	-25.36%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	12.43K	626.89K	-18	-0.14%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	12.66K	638.91K	3.11K	+32.55%
Jun 30, 2026	PRIVATE CLIENT SERVICES, LLC	0.09%	13.39K	675.58K	2.58K	+23.84%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.06%	7.97K	402.04K	219	+2.83%
Jun 30, 2026	DELTA CAPITAL MANAGEMENT LLC	0.06%	8.1K	409K	0	0
Jun 30, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	8.43K	425.21K	60	+0.72%
Jun 30, 2026	UBS GROUP AG	0.86%	123.41K	6.23M	3.84K	+3.21%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.09%	156.59K	7.9M	-17.42K	-10.01%
Jun 30, 2026	LPL FINANCIAL LLC	2.31%	331.72K	16.74M	8.44K	+2.61%
Jun 30, 2026	NORTHERN TRUST CORP	3.59%	516.02K	26.03M	510.8K	+9,781.64%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	23.32K	1.11M	-1.58K	-6.33%
Mar 31, 2026	BERNICKE WEALTH MANAGEMENT, LTD.	0.39%	51.2K	2.44M	-556	-1.07%
Mar 31, 2026	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.49%	70.82K	3.37M	2.5K	+3.66%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	11.59K	551.03K	423	+3.79%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.09%	12.44K	591.84K	-11	-0.09%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.09%	13.18K	626.98K	13.18K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.12%	17.12K	814K	17.12K	+100.00%
Mar 31, 2026	PUREFI WEALTH, LLC	0.12%	17.69K	841.41K	0	0
Mar 31, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.14%	20.82K	990.1K	72	+0.35%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	22.17K	1.05M	-637	-2.79%
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	3.75K	174.99K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	2.25%	323.28K	15.37M	15.5K	+5.04%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.52%	361.8K	17.21M	173.84K	+92.49%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	7.62%	1.01M	47.86M	362.09K	+56.21%
Mar 31, 2026		0.25%	35.9K	1.71M	-620	-1.70%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	0.04%	5.81K	276.51K	0	0
Mar 31, 2026	GUIDANCE CAPITAL, INC	0.04%	6.32K	316.4K	6.32K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-1.71K	-100.00%
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0%	0	-	-6.48K	-100.00%
Mar 31, 2026	MCIA INC	0%	0	-	-9.47K	-100.00%
Mar 31, 2026	VAN CLEEF ASSET MANAGEMENT,INC	0%	0	-	-4.8K	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	90	4.28K	0	0
Mar 31, 2026	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	156	7.42K	0	0
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.01%	815	38.76K	0	0
Mar 31, 2026	PROVENANCE WEALTH ADVISORS, LLC	0.01%	900	42.8K	0	0
Mar 31, 2026	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	1.2K	57.07K	0	0
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	2.79K	132.6K	-1.01K	-26.67%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.06%	8.18K	389.24K	8.18K	+100.00%
Mar 31, 2026	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	8.37K	398K	1.41K	+20.28%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	9.55K	454.37K	4.21K	+78.88%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.08%	10.92K	519.25K	-576	-5.01%
Mar 31, 2026	PRIVATE CLIENT SERVICES, LLC	0.08%	10.81K	514.27K	2.45K	+29.28%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	11.56K	550K	3.32K	+40.33%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.18%	25.33K	1.2M	830	+3.39%
Mar 31, 2026	SMITH, MOORE & CO.	0.19%	27.85K	1.32M	-2.15K	-7.17%
Mar 31, 2026	1900 WEALTH MANAGEMENT LLC	0.2%	28.15K	1.34M	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.3%	42.73K	2.03M	-12.94K	-23.25%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.32%	45.76K	2.14M	13.03K	+39.81%
Mar 31, 2026	UBS GROUP AG	0.83%	119.58K	5.69M	21.31K	+21.68%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.09%	13.52K	642.82K	1.18K	+9.57%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	15.23K	724K	2.2K	+16.89%
Mar 31, 2026	GTS SECURITIES LLC	0.11%	16.25K	772.9K	-3.51K	-17.77%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.32%	45.87K	2.18M	-90	-0.20%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.33%	48.05K	2.29M	-339	-0.70%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	51.97K	2.47M	2.1K	+4.20%
Mar 31, 2026	ROYAL BANK OF CANADA	0.41%	59.05K	2.81M	5.81K	+10.91%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.58%	82.81K	3.94M	35.83K	+76.25%
Mar 31, 2026	CWM, LLC	0.58%	83.4K	3.97M	-26.92K	-24.40%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.65%	93.85K	4.46M	15.9K	+20.40%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.21%	174.01K	8.28M	-16.95K	-8.87%
Mar 31, 2026	MORGAN STANLEY	5.58%	801.22K	38.11M	-257.93K	-24.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	6.86%	986.03K	46.9M	-79.33K	-7.45%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	11.63%	1.67M	79.49M	129.22K	+8.38%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.05%	6.53K	310.33K	0	0
Mar 31, 2026	BOSTONPREMIER WEALTH LLC	0.05%	6.61K	314.43K	324	+5.15%
Mar 31, 2026	CITADEL ADVISORS LLC	0.03%	4.81K	228.86K	-1.79K	-27.16%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.05%	7.36K	350K	7.36K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	3.76K	178.92K	3.76K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.04%	5.22K	241.92K	-34	-0.65%
Mar 31, 2026	NORTHERN TRUST CORP	0.04%	5.22K	248.36K	-1.04K	-16.59%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.05%	7.75K	368.59K	46	+0.60%
Mar 31, 2026	DELTA CAPITAL MANAGEMENT LLC	0.06%	8.1K	385K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	32.73K	1.52M	12.35K	+60.62%
Dec 31, 2025		0.29%	36.52K	1.71M	36.52K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.36%	45.96K	2.13M	17.62K	+62.15%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.37%	46.99K	2.18M	-538	-1.13%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.39%	49.87K	2.31M	4.08K	+8.90%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	5.34K	247.71K	5.34K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	13.03K	604K	-1.14K	-8.04%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	48.39K	2.24M	-198	-0.41%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	2.9K	134.63K	1.22K	+72.14%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.51%	190.96K	8.86M	-45.72K	-19.32%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	8.45%	1.07M	49.41M	146.76K	+15.98%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.06%	7.7K	357.31K	7.7K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.78%	98.27K	4.56M	-464	-0.47%
Dec 31, 2025	ROYAL BANK OF CANADA	0.42%	53.25K	2.47M	5.53K	+11.59%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.44%	55.67K	2.58M	1.99K	+3.71%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	77.94K	3.62M	1.19K	+1.55%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.05%	5.81K	269.65K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.09%	11.49K	533.07K	176	+1.56%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.1%	12.34K	572.14K	4.83K	+64.28%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.1%	12.46K	577.66K	30	+0.24%
Dec 31, 2025	MCIA INC	0.08%	9.47K	453.75K	-7.52K	-44.25%
Dec 31, 2025	ORG PARTNERS LLC	0.11%	13.8K	640.21K	-1.15K	-7.69%
Dec 31, 2025	PUREFI WEALTH, LLC	0.15%	17.69K	820.54K	-2.18K	-10.99%
Dec 31, 2025	GTS SECURITIES LLC	0.16%	19.76K	916.61K	4	+0.02%
Dec 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.17%	20.75K	962.22K	92	+0.45%
Dec 31, 2025	CWM, LLC	0.87%	110.32K	5.12M	-7.06K	-6.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.49%	187.96K	8.72M	16.34K	+9.52%
Dec 31, 2025	LPL FINANCIAL LLC	2.42%	307.78K	14.27M	15.57K	+5.33%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	5.11%	644.17K	29.88M	271.16K	+72.70%
Dec 31, 2025	MORGAN STANLEY	8.39%	1.06M	49.12M	304.79K	+40.40%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.04%	5.25K	243.5K	115	+2.24%
Dec 31, 2025	NORTHERN TRUST CORP	0.05%	6.26K	290.39K	-872	-12.22%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.05%	6.53K	302.63K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	12.21%	1.54M	71.52M	73.12K	+4.98%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.05%	6.48K	300.68K	0	0
Dec 31, 2025	SUMMIT FINANCIAL WEALTH ADVISORS, LLC	0.57%	68.32K	3.17M	68.32K	+100.00%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-3.24K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-24.24K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	90	4.17K	0	0
Dec 31, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	156	7.24K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	246	11.4K	-29	-10.55%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0%	471	21.85K	0	0
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.01%	815	37.8K	182	+28.75%
Dec 31, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.01%	900	41.74K	0	0
Dec 31, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	1.2K	55.66K	0	0
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	1.31K	61.11K	0	0
Dec 31, 2025	COMERICA BANK	0.01%	1.59K	73.74K	-2.24K	-58.52%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.77K	82.23K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	1.71K	79.48K	1.71K	+100.00%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.03%	3.8K	176.34K	-203	-5.07%
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	3.75K	173.74K	0	0
Dec 31, 2025	VAN CLEEF ASSET MANAGEMENT,INC	0.04%	4.8K	222.62K	0	0
Dec 31, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.06%	6.96K	322.68K	2.11K	+43.59%
Dec 31, 2025	BOSTONPREMIER WEALTH LLC	0.05%	6.29K	291.57K	-334	-5.04%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	6.61K	306.39K	6.61K	+100.00%
Dec 31, 2025	DELTA CAPITAL MANAGEMENT LLC	0.07%	8.1K	376K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	8.24K	382K	2.77K	+50.60%
Dec 31, 2025	PRIVATE CLIENT SERVICES, LLC	0.07%	8.36K	387.92K	8.36K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	11.16K	517.74K	5.38K	+93.06%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	22.8K	1.06M	1.06K	+4.86%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.19%	24.5K	1.14M	-554	-2.21%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	24.9K	1.15M	-49	-0.20%
Dec 31, 2025	1900 WEALTH MANAGEMENT LLC	0.23%	28.15K	1.31M	0	0
Dec 31, 2025	SMITH, MOORE & CO.	0.25%	30K	1.39M	-700	-2.28%
Sep 30, 2025	DELTA CAPITAL MANAGEMENT LLC	0.07%	8.1K	373K	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.22%	25.05K	1.15M	-924	-3.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	24.95K	1.15M	-3.04K	-10.85%
Sep 30, 2025	MCIA INC	0.15%	16.99K	784.23K	-912.55K	-98.17%
Sep 30, 2025	BOSTONPREMIER WEALTH LLC	0.06%	6.62K	304.75K	29	+0.44%
Sep 30, 2025	1900 WEALTH MANAGEMENT LLC	0.25%	28.15K	1.3M	0	0
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.07%	7.51K	345.64K	0	0
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.42%	47.53K	2.19M	-7.14K	-13.07%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.18%	20.65K	950.7K	80	+0.39%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	20.38K	933.92K	6.66K	+48.55%
Sep 30, 2025	ORG PARTNERS LLC	0.13%	14.95K	688.32K	-3.37K	-18.40%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	12.43K	571.92K	-338	-2.65%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.1%	11.32K	520.96K	2.35K	+26.25%
Sep 30, 2025	VAN CLEEF ASSET MANAGEMENT,INC	0.04%	4.8K	220.94K	0	0
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.04%	4.01K	184.35K	-780	-16.30%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.43%	48.59K	2.24M	582	+1.21%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	1.31K	59.99K	0	0
Sep 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	1.2K	55.24K	0	0
Sep 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.01%	900	41.43K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.01%	633	29.14K	633	+100.00%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0%	471	21.68K	0	0
Sep 30, 2025	HOPWOOD FINANCIAL SERVICES, INC.	0%	300	13.81K	300	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	275	12.66K	-14	-4.84%
Sep 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	156	7.18K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	90	4.14K	90	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	0	-	-400	-100.00%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	0	-	-867	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	2.56%	292.2K	13.45M	11.54K	+4.11%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.03%	3.24K	149.14K	3.24K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.5%	171.62K	7.9M	11.3K	+7.05%
Sep 30, 2025	CWM, LLC	1.03%	117.38K	5.4M	117.38K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.86%	98.73K	4.54M	6.78K	+7.37%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	21.75K	1M	45	+0.21%
Sep 30, 2025	PUREFI WEALTH, LLC	0.17%	19.88K	914.89K	0	0
Sep 30, 2025	GTS SECURITIES LLC	0.17%	19.76K	909.51K	19.76K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.05%	5.14K	236.36K	5.14K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	14.17K	652K	-46	-0.32%
Sep 30, 2025	NORTHERN TRUST CORP	0.06%	7.13K	328.33K	-1.9K	-21.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.21%	24.24K	1.12M	24.24K	+100.00%
Sep 30, 2025	INTREPID FINANCIAL PLANNING GROUP LLC	0.04%	4.85K	223.02K	4.85K	+100.00%
Sep 30, 2025	COMERICA BANK	0.03%	3.83K	176.43K	-882	-18.71%
Sep 30, 2025	JPMORGAN CHASE & CO	0.03%	3.75K	172.43K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	3.7K	170.4K	3.7K	+100.00%
Sep 30, 2025	FMR LLC	0.02%	2.62K	120.76K	136	+5.47%
Sep 30, 2025	CREWE ADVISORS LLC	0.02%	1.8K	82.85K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	8.04%	918.6K	42.28M	-3.57K	-0.39%
Sep 30, 2025	MORGAN STANLEY	6.6%	754.36K	34.72M	12.32K	+1.66%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.27%	373.01K	18.42M	-24.3K	-6.12%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.07%	236.67K	10.89M	-1.44K	-0.60%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.47%	53.68K	2.44M	6.28K	+13.25%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.02%	1.77K	81.61K	0	0
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	1.69K	77.59K	105	+6.64%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	12.86%	1.47M	67.62M	44.75K	+3.14%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.67%	76.75K	3.53M	10.73K	+16.25%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	47.72K	2.2M	8.57K	+21.88%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	45.8K	2.11M	10.41K	+29.41%
Sep 30, 2025	SMITH, MOORE & CO.	0.27%	30.7K	1.41M	-1.75K	-5.39%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.25%	28.34K	1.3M	-885	-3.03%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	6.53K	300.35K	0	0
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.06%	6.48K	298.41K	0	0
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.05%	5.81K	267.62K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	5.78K	266.15K	-1.41K	-19.65%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	5.47K	252K	5.47K	+100.00%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	0.05%	5.81K	254.92K	3.88K	+200.00%
Jun 30, 2025	MORGAN STANLEY	6.23%	742.04K	32.54M	518.25K	+231.57%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.34%	397.31K	17.43M	228.69K	+135.63%
Jun 30, 2025	LPL FINANCIAL LLC	2.36%	280.66K	12.31M	214.76K	+325.88%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.22%	25.97K	1.14M	17.53K	+207.52%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	27.99K	1.23M	17.68K	+171.44%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.25%	29.23K	1.28M	19.54K	+201.71%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.3%	35.39K	1.55M	35.13K	+13,511.15%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	48.01K	2.1M	35.41K	+281.23%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.46%	54.67K	2.4M	33.7K	+160.69%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	66.03K	2.9M	52.62K	+392.62%
Jun 30, 2025	UBS GROUP AG	0.77%	91.95K	4.03M	80.9K	+731.56%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.35%	160.32K	7.03M	103.34K	+181.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2%	238.11K	10.44M	158.23K	+198.09%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.01%	867	38.01K	867	+100.00%
Jun 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	1.2K	52.62K	800	+200.00%
Jun 30, 2025		0.01%	900	39.46K	600	+200.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.4%	47.4K	2.08M	20.61K	+76.90%
Jun 30, 2025	FMR LLC	0.02%	2.49K	109.03K	1.75K	+236.99%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.04%	4.79K	209.8K	3.19K	+200.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0.03%	3.75K	164.25K	3.75K	+100.00%
Jun 30, 2025	COMERICA BANK	0.04%	4.72K	206.74K	2.78K	+143.67%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0%	471	20.65K	314	+200.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	1.31K	57.13K	806	+160.56%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.77K	77.74K	1.18K	+200.00%
Jun 30, 2025	CREWE ADVISORS LLC	0.02%	1.8K	78.92K	1.2K	+200.00%
Jun 30, 2025	VAN CLEEF ASSET MANAGEMENT,INC	0.04%	4.8K	210.46K	3.2K	+200.00%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.05%	6.48K	284.25K	6.48K	+100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.08%	8.97K	393.06K	8.35K	+1,350.65%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.11%	12.76K	559.61K	8.26K	+183.56%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	13.72K	599.22K	11.12K	+428.43%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	16.67K	730.83K	-4.33K	-20.61%
Jun 30, 2025	1900 WEALTH MANAGEMENT LLC	0.24%	28.15K	1.23M	18.77K	+200.00%
Jun 30, 2025	SMITH, MOORE & CO.	0.27%	32.45K	1.42M	21.7K	+201.86%
Jun 30, 2025	ROYAL BANK OF CANADA	0.33%	39.15K	1.72M	27.54K	+237.31%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-351	-100.00%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0%	0	-	-2.79K	-100.00%
Jun 30, 2025	ADVISOR RESOURCE COUNCIL	0%	0	-	-2.34K	-100.00%
Jun 30, 2025	NDWM LLC	0%	0	-	-15.73K	-100.00%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0%	0	-	-19.74K	-100.00%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0%	0	-	-321	-100.00%
Jun 30, 2025	GTS SECURITIES LLC	0%	0	-	-8.89K	-100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-189	-100.00%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	133	5.82K	89	+202.27%
Jun 30, 2025	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	156	6.84K	104	+200.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	289	12.68M	289	+100.00%
Jun 30, 2025	ASSETMARK, INC	0%	400	17.54K	400	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	1.58K	69.29K	1.58K	+100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	21.7K	951.59K	8.54K	+64.87%
Jun 30, 2025	MCIA INC	7.8%	929.54K	40.99M	-144.85K	-13.48%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	7.74%	922.17K	40.43M	620.66K	+205.85%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.05%	6.53K	286.1K	4.35K	+200.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	7.2K	315.52K	-247	-3.32%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.06%	7.51K	329.24K	5.01K	+200.00%
Jun 30, 2025	DELTA CAPITAL MANAGEMENT LLC	0.07%	8.1K	355K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.08%	9.03K	395.89K	5.78K	+177.64%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	14.21K	623K	14.21K	+100.00%
Jun 30, 2025	ORG PARTNERS LLC	0.15%	18.33K	808.21K	-729	-3.83%
Jun 30, 2025	PROVENANCE WEALTH ADVISORS, LLC	0.01%	900	39.46K	600	+200.00%
Jun 30, 2025	BOSTONPREMIER WEALTH LLC	0.06%	6.59K	289.01K	4.4K	+201.28%
Jun 30, 2025	PUREFI WEALTH, LLC	0.17%	19.88K	871.49K	8.77K	+78.92%
Jun 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.17%	20.57K	902.1K	13.74K	+201.14%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	11.96%	1.42M	62.45M	1.01M	+239.80%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	351	14.77K	351	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	618	77.85K	618	+100.00%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	502	62.74K	-80	-13.75%
Mar 31, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0%	400	50.39K	0	0
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.02%	2.79K	351.46K	-400	-12.54%
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.04%	4.5K	566.99K	-73	-1.60%
Mar 31, 2025	GTS SECURITIES LLC	0.07%	8.89K	1.12M	-7.5K	-45.74%
Mar 31, 2025	MCIA INC	8.91%	1.07M	43.7M	1.07M	+100.00%
Mar 31, 2025	1900 WEALTH MANAGEMENT LLC	0.08%	9.38K	1.18M	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.08%	9.69K	1.22M	278	+2.95%
Mar 31, 2025	VAN CLEEF ASSET MANAGEMENT,INC	0.01%	1.6K	201.55K	0	0
Mar 31, 2025	COMERICA BANK	0.02%	1.94K	243.75K	-97	-4.77%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	13.4K	1.69M	1.78K	+15.34%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.06%	6.83K	860.61K	24	+0.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	11.61K	1.46M	1.97K	+20.40%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	12.59K	1.59M	-25	-0.20%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	13.16K	1.66M	248	+1.92%
Mar 31, 2025	NDWM LLC	0.13%	15.73K	1.98M	202	+1.30%
Mar 31, 2025	ORG PARTNERS LLC	0.16%	19.06K	801.84K	13.5K	+243.17%
Mar 31, 2025	FMR LLC	0.01%	738	92.96K	-578	-43.92%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	0.02%	1.94K	244.13K	0	0
Mar 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	0.02%	2.3K	289.17K	1	+0.04%
Mar 31, 2025		0.02%	2.19K	275.57K	9	+0.41%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.01%	1.6K	200.92K	861	+117.30%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.02%	2.34K	294.74K	2.34K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.09%	11.06K	1.39M	-482	-4.18%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	19.74K	2.49M	-44	-0.22%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.17%	20.97K	2.64M	-1.58K	-6.99%
Mar 31, 2025	CITADEL ADVISORS LLC	0.17%	21K	2.64M	5.38K	+34.46%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	26.8K	3.38M	6.36K	+31.11%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.66%	79.88K	10.06M	4.04K	+5.33%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	1.08%	130.3K	5.39M	87.03K	+201.13%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.4%	168.62K	21.24M	149.11K	+764.13%
Mar 31, 2025	MORGAN STANLEY	1.86%	223.79K	28.19M	5.66K	+2.60%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.5%	301.51K	37.98M	19.54K	+6.93%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.02%	2.18K	273.99K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.03%	3.25K	409.65K	-633	-16.29%
Mar 31, 2025	SMITH, MOORE & CO.	0.09%	10.75K	1.35M	100	+0.94%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	7.44K	937.6K	-148	-1.95%
Mar 31, 2025	DELTA CAPITAL MANAGEMENT LLC	0.07%	8.1K	340K	5.4K	+200.00%
Mar 31, 2025	CREWE ADVISORS LLC	0.01%	600	75.58K	0	0
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.07%	8.45K	1.06M	1.13K	+15.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.47%	56.98K	7.18M	2.02K	+3.68%
Mar 31, 2025	LPL FINANCIAL LLC	0.55%	65.9K	8.3M	6.06K	+10.12%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	591	74.45K	0	0
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.02%	2.5K	315.3K	2.5K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	2.6K	324.41K	1.06K	+68.79%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	10.31K	1.3M	340	+3.41%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.47%	419.15K	52.8M	19.53K	+4.89%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0%	0	-	-3.5K	-100.00%
Mar 31, 2024	MORGAN STANLEY	6.02%	177.81K	20.98M	-1.46K	-0.82%
Mar 31, 2024	FMR LLC	0.06%	1.73K	204.09K	-1	-0.06%
Mar 31, 2024	REVOLVE WEALTH PARTNERS, LLC	0.07%	1.83K	215.92K	1.83K	+100.00%
Mar 31, 2024	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.07%	1.94K	228.55K	0	0
Mar 31, 2024	RITHOLTZ WEALTH MANAGEMENT	0.07%	1.94K	228.67K	0	0
Mar 31, 2024	WEALTH EFFECTS LLC	0.08%	2.12K	250.14K	-2.5K	-54.07%
Mar 31, 2024	TOTAL INVESTMENT MANAGEMENT INC	0.08%	2.29K	270.53K	-399	-14.82%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.11%	3.08K	362.82K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.11%	3.31K	390.01K	3.31K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.11%	3.32K	391K	-19.2K	-85.27%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.12%	3.28K	386.51K	-278	-7.82%
Mar 31, 2024	NORTHERN TRUST CORP	0.14%	4.06K	478.45K	-586	-12.63%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.4%	11.08K	1.31M	847	+8.27%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.44%	13.03K	1.54M	-13.61K	-51.10%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.48%	13.45K	1.59M	13.45K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.48%	14.33K	1.69M	-22.23K	-60.80%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	14.26K	1.68M	14.26K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.57%	16.75K	1.98M	0	0
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.75%	20.92K	2.47M	-84	-0.40%
Mar 31, 2024	GATEWAY WEALTH PARTNERS, LLC	0.8%	22.19K	2.62M	-1.59K	-6.68%
Mar 31, 2024	LPL FINANCIAL LLC	1.33%	39.35K	4.64M	654	+1.69%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.49%	44.01K	5.19M	-61.43K	-58.26%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	1.81%	50.48K	5.81M	-73.13K	-59.16%
Mar 31, 2024	UBS GROUP AG	1.84%	54.38K	6.42M	378	+0.70%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.59%	76.42K	9.02M	3.73K	+5.13%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	4.83%	142.88K	16.86M	-3.33K	-2.28%
Mar 31, 2024	OPPENHEIMER ASSET MANAGEMENT INC.	0%	0	-	-183.15K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	35	4.15K	35	+100.00%
Mar 31, 2024	ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC	0%	52	6.14K	0	0
Mar 31, 2024	YHB INVESTMENT ADVISORS, INC.	0%	83	9.79K	83	+100.00%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.01%	140	16.52K	0	0
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.01%	157	18.52K	0	0
Mar 31, 2024	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	400	47.2K	0	0
Mar 31, 2024	CREWE ADVISORS LLC	0.02%	600	70.79K	0	0
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.06%	1.73K	203.89K	1.73K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	0.19%	5.34K	629.48K	1.06K	+24.77%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.23%	6.92K	817.09K	671	+10.73%
Mar 31, 2024	MALTIN WEALTH MANAGEMENT, INC.	0.24%	6.73K	793.46K	6.73K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.26%	7.24K	854.56K	44	+0.61%
Mar 31, 2024	SMITH, MOORE & CO.	0.36%	10.15K	1.2M	300	+3.05%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.38%	10.51K	1.24M	3.07K	+41.25%
Mar 31, 2024	CITADEL ADVISORS LLC	0.59%	17.49K	2.06M	3.74K	+27.17%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	13.33%	393.9K	46.48M	-25.95K	-6.18%
Mar 31, 2024	ORG PARTNERS LLC	0%	0	-	-5.62K	-100.00%
Mar 31, 2024	INSIGHT FOLIOS INC	0.15%	4.18K	492.62K	-83	-1.95%
Mar 31, 2024	GTS SECURITIES LLC	0.15%	4.26K	502.17K	-175	-3.95%
Mar 31, 2024	NDWM LLC	0.16%	4.5K	530.88K	4.5K	+100.00%
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.17%	4.62K	545.44K	26	+0.57%
Mar 31, 2024	JPMORGAN CHASE & CO	0.72%	21.2K	2.5M	206	+0.98%
Mar 31, 2024	COMERICA BANK	0.12%	3.42K	403.05K	-4	-0.12%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.19%	5.16K	608.72K	21	+0.41%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.12%	3.5K	383.38K	0	0
Dec 31, 2023	COMERICA BANK	0.11%	3.42K	374.62K	-5	-0.15%
Dec 31, 2023	SNOWDEN CAPITAL ADVISORS LLC	0.1%	3.08K	336.82K	-440	-12.52%
Dec 31, 2023	TOTAL INVESTMENT MANAGEMENT INC	0.09%	2.69K	294.87K	1	+0.04%
Dec 31, 2023	RITHOLTZ WEALTH MANAGEMENT	0.06%	1.94K	212.28K	1.94K	+100.00%
Dec 31, 2023	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	0.06%	1.94K	212.17K	1.94K	+100.00%
Dec 31, 2023	FMR LLC	0.06%	1.73K	189.58K	-40	-2.26%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.03%	1K	109.76K	0	0
Dec 31, 2023	CREWE ADVISORS LLC	0.02%	600	65.72K	0	0
Dec 31, 2023	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	400	43.82K	0	0
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.01%	157	17.2K	0	0
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0%	140	15.34K	140	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	14.04%	419.85K	45.99M	38.49K	+10.09%
Dec 31, 2023	OPPENHEIMER ASSET MANAGEMENT INC.	6.12%	183.15K	20.06M	-4.06K	-2.17%
Dec 31, 2023	MORGAN STANLEY	5.99%	179.27K	19.64M	1.96K	+1.11%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	4.89%	146.21K	16.02M	29.36K	+25.12%
Dec 31, 2023	CITADEL ADVISORS LLC	0.46%	13.76K	1.51M	6.17K	+81.26%
Dec 31, 2023	LPL FINANCIAL LLC	1.29%	38.7K	4.24M	-8.73K	-18.40%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	4.13%	123.61K	13.54M	-18.73K	-13.16%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.53%	105.44K	11.55M	66.18K	+168.54%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.43%	72.69K	7.96M	6.52K	+9.85%
Dec 31, 2023	UBS GROUP AG	1.81%	54K	5.92M	1.53K	+2.92%
Dec 31, 2023	ORG PARTNERS LLC	0.19%	5.62K	615.58K	-101	-1.77%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.56%	16.75K	1.83M	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0.7%	21K	2.3M	21K	+100.00%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	0.7%	21.01K	2.3M	-1.45K	-6.44%
Dec 31, 2023	ROYAL BANK OF CANADA	0.75%	22.52K	2.47M	-7.09K	-23.94%
Dec 31, 2023	GATEWAY WEALTH PARTNERS, LLC	0.8%	23.78K	2.6M	-1.03K	-4.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.89%	26.63K	2.92M	1.39K	+5.51%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.22%	36.55K	4M	-4.99K	-12.02%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.21%	6.25K	684.82K	650	+11.60%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.24%	7.2K	788.56K	7.2K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.25%	7.44K	815.17K	922	+14.14%
Dec 31, 2023	SMITH, MOORE & CO.	0.33%	9.85K	1.08M	-100	-1.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.34%	10.24K	1.12M	7.45K	+267.41%
Dec 31, 2023	VIRTU FINANCIAL LLC	0.43%	12.82K	1.41M	12.82K	+100.00%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.17%	5.14K	562.78K	29	+0.57%
Dec 31, 2023	NORTHERN TRUST CORP	0.16%	4.64K	508.36K	-270	-5.50%
Dec 31, 2023	WEALTH EFFECTS LLC	0.15%	4.62K	505.62K	4.62K	+100.00%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	4.6K	503.54K	0	0
Dec 31, 2023		0%	52	5.7K	52	+100.00%
Dec 31, 2023	CETERA ADVISORS LLC	0.14%	4.28K	468.38K	407	+10.52%
Dec 31, 2023	INSIGHT FOLIOS INC	0.14%	4.26K	466.4K	24	+0.57%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.12%	3.55K	389.26K	15	+0.42%

EQL Stock Ownership Breakdown

ALPS Equal Sector Weight ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions