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

Who are the major shareholders selling Eaton Vance Intermediate Municipal Income ETF stock?

SK WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in EVIM by -27.05% restricting it's holding to 122.77 thousand shares of worth nearly $6.46M. RAYMOND JAMES FINANCIAL INC also lessened -15.2% of the EVIM shares from its portfolio, reducing its holding to 156.1 thousand shares of worth $8.31M. TCFG INVESTMENT ADVISORS, LLC also shunned EVIM shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying EVIM stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in EVIM by 6.74% in the last quarter. The institutional holder raised its holding to 40.25 thousand shares having worth more than $2.14M. CRUMLY & ASSOCIATES INC. also added 350.8% more shares of EVIM to its portfolio, raising its holding to 76.54 thousand shares of worth $4.08M. ADVISOR GROUP HOLDINGS, INC. also increased its EVIM shares holding by 165.76% which brought its holding to 88.12 thousand shares worth $4.69M.

EVIM's major insiders: who are they?

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

Did an insider recently sell EVIM stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance Intermediate Municipal Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which EVIM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased EVIM stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Intermediate Municipal Income ETF insiders have bought stock, totalling 0 shares

How much of EVIM does insiders own?

Around 0 Eaton Vance Intermediate Municipal Income ETF shares are held by insiders, which represents about N/A of EVIM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EVIM?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in EVIM which holds 40.25 thousand shares worth $2.14M or 1.92% of the total EVIM shares outstanding followed by CRUMLY & ASSOCIATES INC. with ownership of 76.54 thousand shares representing 3.65% of the EVIM ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 88.12 thousand shares or 4.2% of the ownership worth more than $4.69M.

Is Eaton Vance Intermediate Municipal Income 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 EVIM is concerned, it is a stock which is not optionable.

Is there a short position on EVIM's shares?

Number of EVIM 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 EVIM shares are there?

As of today, null shares of EVIM are outstanding.

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

EVIM 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 EVIM is null.

Eaton Vance Intermediate Municipal Income ETF (EVIM) 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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 40.25K shares valued at $2.14M. A 1.92% stake in Eaton Vance Intermediate Municipal Income ETF is owned by the company. CRUMLY & ASSOCIATES INC. owns 76.54K shares valued at $4.08M, which translates its holding of 3.65% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.92%	40.25K	2.14M	2.54K	+6.74%
Jun 30, 2026	CRUMLY & ASSOCIATES INC.	3.65%	76.54K	4.08M	59.56K	+350.80%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	4.2%	88.12K	4.69M	54.96K	+165.76%
Jun 30, 2026	INTERCHANGE CAPITAL PARTNERS, LLC	1.7%	35.64K	1.9M	28.08K	+371.26%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	2.74%	57.57K	3.07M	57.57K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.75%	57.8K	3.08M	57.8K	+100.00%
Jun 30, 2026	CRUSONIA WEALTH ADVISORS LLC	3.06%	64.32K	3.43M	4.05K	+6.72%
Jun 30, 2026	COIGN CAPITAL ADVISORS LLC	4.55%	95.45K	5.08M	2.15K	+2.31%
Jun 30, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	5.17%	108.61K	5.78M	9.38K	+9.45%
Jun 30, 2026	LEGACY PRIVATE TRUST CO.	5.58%	117.22K	6.24M	28.44K	+32.03%
Jun 30, 2026	CLEAR TRAIL ADVISORS, LLC	5.63%	118.17K	6.29M	26.67K	+29.14%
Jun 30, 2026	SK WEALTH MANAGEMENT, LLC	5.85%	122.77K	6.46M	-45.53K	-27.05%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.44%	156.1K	8.31M	-27.99K	-15.20%
Jun 30, 2026	FORTRESS WEALTH GROUP, LLC	10.47%	219.77K	11.5M	23.38K	+11.91%
Jun 30, 2026	LPL FINANCIAL LLC	18.52%	388.73K	20.71M	305.97K	+369.67%
Jun 30, 2026	MORGAN STANLEY	26.83%	563.24K	30M	139.22K	+32.83%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	70.27%	1.48M	78.58M	127.88K	+9.49%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.25%	5.2K	276.98K	5.2K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.67%	13.99K	745K	8.25K	+143.77%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.03%	42.7K	2.27M	29.72K	+229.05%
Jun 30, 2026	TCFG INVESTMENT ADVISORS, LLC	0%	0	-	-4.4K	-100.00%
Jun 30, 2026	ROSSBY FINANCIAL, LCC	0%	0	-	-845	-100.00%
Jun 30, 2026	CLARITY ASSET MANAGEMENT, INC.	0%	0	-	-491	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-340	-100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-18.53K	-100.00%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	52	2.76K	52	+100.00%
Jun 30, 2026	PRIVATE TRUST CO NA	0.01%	250	13.32K	0	0
Jun 30, 2026	UBS GROUP AG	0.01%	271	14.44K	271	+100.00%
Jun 30, 2026	IFG ADVISORY, LLC	0.09%	1.95K	103.92K	1.95K	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.11%	2.23K	118.99K	900	+67.47%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.11%	2.38K	126.93K	107	+4.70%
Jun 30, 2026	IFP ADVISORS, INC	0.17%	3.63K	193.41K	1.08K	+42.17%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	3.8K	202.62K	-1.8K	-32.12%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	4K	213.06K	4K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	4.03K	215K	218	+5.71%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.22%	4.65K	247.77K	-1.83K	-28.19%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	4.78K	254.39K	-3.72K	-43.75%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.26%	5.36K	285.5K	0	0
Jun 30, 2026	MILLER FINANCIAL SERVICES LLC	0.33%	6.86K	365.4K	1.62K	+30.92%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.36%	7.63K	406.15K	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.38%	8K	426.12K	8K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.39%	8.18K	435.87K	8.18K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	9.05K	482.21K	9.05K	+100.00%
Jun 30, 2026	FSA ADVISORS, INC.	0.49%	10.34K	550.76K	-599	-5.48%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.97%	20.32K	1.08M	10.4K	+104.88%
Jun 30, 2026	JANE STREET GROUP, LLC	1.62%	34.03K	1.81M	-14.73K	-30.20%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	75.73%	1.59M	84.78M	136.71K	+9.41%
Jun 30, 2026	CLEAR INVESTMENT RESEARCH, LLC	0%	0	-	-2.63K	-100.00%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0%	0	-	-5.01K	-100.00%
Mar 31, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	4.73%	99.23K	5.21M	99.23K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	2.32%	48.76K	2.56M	48.76K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.58%	33.16K	1.74M	1.77K	+5.65%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.88%	18.53K	974K	-2.81K	-13.18%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.81%	16.98K	892.11K	16.98K	+100.00%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0.04%	845	44.48K	845	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-5.02K	-100.00%
Mar 31, 2026	CRUSONIA WEALTH ADVISORS LLC	2.87%	60.27K	3.17M	16.01K	+36.16%
Mar 31, 2026	TCFG INVESTMENT ADVISORS, LLC	0.21%	4.4K	231.2K	4.4K	+100.00%
Mar 31, 2026	FSA ADVISORS, INC.	0.52%	10.94K	574.79K	4.15K	+61.20%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.24%	5.01K	263.3K	-179	-3.45%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.8%	37.7K	1.98M	37.7K	+100.00%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.36%	7.63K	400.66K	500	+7.02%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.26%	5.36K	281.64K	5.36K	+100.00%
Mar 31, 2026	MILLER FINANCIAL SERVICES LLC	0.25%	5.24K	275.34K	1.37K	+35.40%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.21%	4.4K	231.2K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.12%	2.55K	134.2K	465	+22.26%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.31%	6.48K	340.39K	34	+0.53%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	12.98K	681.85K	509	+4.08%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.47%	9.92K	521.27K	112	+1.14%
Mar 31, 2026		0.21%	4.4K	231.2K	4.4K	+100.00%
Mar 31, 2026	CLEAR INVESTMENT RESEARCH, LLC	0.13%	2.63K	137.96K	2.63K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.11%	2.28K	119.59K	2.28K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.06%	1.33K	70.1K	1.33K	+100.00%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0.02%	491	25.82K	2	+0.41%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.02%	340	17.87K	340	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	250	13.14K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	69.22%	1.45M	76.66M	180.32K	+14.17%
Mar 31, 2026	MORGAN STANLEY	20.2%	424.02K	22.28M	-7.77K	-1.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	64.18%	1.35M	70.8M	158.4K	+13.32%
Mar 31, 2026	FORTRESS WEALTH GROUP, LLC	9.36%	196.39K	10.35M	113.74K	+137.63%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	8.77%	184.08K	9.67M	37.71K	+25.76%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.4%	8.49K	446.16K	8.49K	+100.00%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	4.23%	88.78K	4.66M	8.84K	+11.06%
Mar 31, 2026	LPL FINANCIAL LLC	3.94%	82.77K	4.35M	52.55K	+173.90%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.27%	5.74K	302K	-5	-0.09%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.27%	5.6K	294.46K	2.8K	+99.86%
Mar 31, 2026	SK WEALTH MANAGEMENT, LLC	8.02%	168.3K	8.87M	128.21K	+319.74%
Mar 31, 2026	COIGN CAPITAL ADVISORS LLC	4.44%	93.29K	4.9M	1.78K	+1.95%
Mar 31, 2026	CLEAR TRAIL ADVISORS, LLC	4.36%	91.5K	4.81M	91.5K	+100.00%
Mar 31, 2026	INTERCHANGE CAPITAL PARTNERS, LLC	0.36%	7.56K	397.36K	-28.66K	-79.12%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	3.82K	200K	3.82K	+100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-16.86K	-100.00%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-31	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-12.06K	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	51	2.71K	1	+2.00%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	250	13.27K	250	+100.00%
Dec 31, 2025	CLARITY ASSET MANAGEMENT, INC.	0.02%	489	25.94K	489	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	1.44%	30.22K	1.6M	19.52K	+182.54%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	60.63%	1.27M	67.64M	139.18K	+12.28%
Dec 31, 2025	CLEAR INVESTMENT RESEARCH, LLC	0%	0	-	-2.58K	-100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.31%	6.44K	341.97K	78	+1.23%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	12.47K	661.6K	5.52K	+79.54%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.8%	16.86K	894.6K	16.86K	+100.00%
Dec 31, 2025	FSA ADVISORS, INC.	0.32%	6.79K	360.13K	6.79K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.97%	146.38K	7.77M	146.38K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.5%	31.38K	1.67M	31.18K	+15,061.35%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.02%	21.34K	1.13M	13.24K	+163.35%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.47%	9.81K	520.52K	5.57K	+131.27%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.34%	7.13K	378.12K	7.13K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.24%	5.02K	266.25K	5.02K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.25%	5.19K	275.44K	5.19K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.27%	5.74K	305K	1.06K	+22.63%
Dec 31, 2025		2.11%	44.26K	2.35M	44.26K	+100.00%
Dec 31, 2025	TCFG WEALTH MANAGEMENT, LLC	0.21%	4.4K	233.51K	4.4K	+100.00%
Dec 31, 2025	MILLER FINANCIAL SERVICES LLC	0.18%	3.87K	205.38K	3.87K	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	2.8K	148.81K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.1%	2.09K	110.86K	2.09K	+100.00%
Dec 31, 2025	COMERICA BANK	0.06%	1.33K	70.8K	0	0
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	3.81%	79.94K	4.24M	20.96K	+35.54%
Dec 31, 2025	FORTRESS WEALTH GROUP, LLC	3.94%	82.64K	4.42M	82.64K	+100.00%
Dec 31, 2025	INTERCHANGE CAPITAL PARTNERS, LLC	1.73%	36.22K	1.92M	36.22K	+100.00%
Dec 31, 2025	SK WEALTH MANAGEMENT, LLC	1.91%	40.1K	2.15M	18.35K	+84.40%
Dec 31, 2025	COIGN CAPITAL ADVISORS LLC	4.36%	91.51K	4.86M	16.39K	+21.82%
Dec 31, 2025	MORGAN STANLEY	20.57%	431.8K	22.92M	-158.31K	-26.83%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	56.64%	1.19M	63.1M	100.24K	+9.21%
Sep 30, 2025	JANE STREET GROUP, LLC	0.57%	12.06K	632.89K	-62.27K	-83.78%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	54%	1.13M	59.5M	235.84K	+26.27%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	2.8K	147.18K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	4.68K	246K	485	+11.55%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-5K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	31	1.63K	-1.11K	-97.29%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	50	2.65K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	207	10.64K	0	0
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	2.81%	58.98K	3.1M	58.98K	+100.00%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0%	0	-	-4.56K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	6.94K	364K	6.94K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.51%	10.7K	561.35K	10.7K	+100.00%
Sep 30, 2025	SK WEALTH MANAGEMENT, LLC	1.04%	21.74K	1.14M	21.74K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	51.86%	1.09M	57.14M	192.94K	+21.54%
Sep 30, 2025	MORGAN STANLEY	28.11%	590.11K	30.97M	-48.12K	-7.54%
Sep 30, 2025	COIGN CAPITAL ADVISORS LLC	3.58%	75.12K	3.94M	39K	+107.99%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.2%	4.24K	222.6K	4.24K	+100.00%
Sep 30, 2025	COMERICA BANK	0.06%	1.33K	70.02K	244	+22.39%
Sep 30, 2025	CLEAR INVESTMENT RESEARCH, LLC	0.12%	2.58K	135.42K	2.58K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.3%	6.37K	334.13K	-6.25K	-49.52%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.39%	8.1K	425K	8.1K	+100.00%
Jun 30, 2025	COMERICA BANK	0.06%	1.09K	55.96K	1.09K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	45.67%	895.77K	45.99M	310.11K	+52.95%
Jun 30, 2025	JANE STREET GROUP, LLC	3.79%	74.33K	3.82M	74.33K	+100.00%
Jun 30, 2025	BENCHMARK WEALTH MANAGEMENT, LLC	0.32%	6.31K	323.73K	6.31K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	207	10.63K	107	+107.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	50	2.57K	50	+100.00%
Jun 30, 2025	COIGN CAPITAL ADVISORS LLC	1.84%	36.12K	1.85M	17.22K	+91.15%
Jun 30, 2025	MORGAN STANLEY	32.54%	638.23K	32.77M	227.14K	+55.25%
Jun 30, 2025		1.84%	36.12K	1.85M	17.22K	+91.15%
Jun 30, 2025	CITADEL ADVISORS LLC	0.25%	5K	256.44K	5K	+100.00%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.23%	4.56K	234K	4.56K	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.64%	12.61K	647.47K	12.61K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.06%	1.14K	58.68K	-157	-12.08%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.21%	4.2K	216K	-2.55K	-37.76%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	2.8K	143.96K	-84	-2.91%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	45.77%	897.78K	46.27M	318.38K	+54.95%
Mar 31, 2025	UBS GROUP AG	0.11%	1.3K	67.02K	1.09K	+507.48%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-7.64K	-100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.56%	6.75K	348K	1.63K	+31.85%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	100	5.16K	0	0
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-1.05K	-100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	48.7%	585.65K	30.19M	178.73K	+43.92%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	48.18%	579.4K	30.05M	171.42K	+42.02%
Mar 31, 2025	MORGAN STANLEY	34.18%	411.09K	21.19M	77.36K	+23.18%
Mar 31, 2025		1.57%	18.9K	974.14K	18.9K	+100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.24%	2.89K	148.89K	2.89K	+100.00%

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