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

Who are the major shareholders selling Eaton Vance Floating-Rate ETF stock?

FORTITUDE ADVISORY GROUP L.L.C., in the last quarter, reduced its stake in EVLN by -7.99% restricting it's holding to 4.89 thousand shares of worth nearly $237.24K. C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS also lessened -2% of the EVLN shares from its portfolio, reducing its holding to 5.24 thousand shares of worth $254.36K. BILL FEW ASSOCIATES, INC. also shunned EVLN shares holding by -1.55% last quarter which brought its holding to 6.73 thousand shares worth $326.54K.

Investors who are buying EVLN stock?

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in EVLN by 88.57% in the last quarter. The institutional holder raised its holding to 30.13 thousand shares having worth more than $1.46M. WNY ASSET MANAGEMENT, LLC also added 1.67% more shares of EVLN to its portfolio, raising its holding to 4.38 thousand shares of worth $212.52K. MARINER, LLC also increased its EVLN shares holding by 100% which brought its holding to 4.48 thousand shares worth $217.21K.

EVLN's major insiders: who are they?

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

Did an insider recently sell EVLN stock?

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

Which insider recently purchased EVLN stock?

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

How much of EVLN does insiders own?

Around 0 Eaton Vance Floating-Rate ETF shares are held by insiders, which represents about N/A of EVLN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in EVLN?

WELLS FARGO & COMPANY/MN is the largest institutional owner in EVLN which holds 30.13 thousand shares worth $1.46M or 0.11% of the total EVLN shares outstanding followed by WNY ASSET MANAGEMENT, LLC with ownership of 4.38 thousand shares representing 0.02% of the EVLN ownership. MARINER, LLC is the third largest stakeholder with 4.48 thousand shares or 0.02% of the ownership worth more than $217.21K.

Is Eaton Vance Floating-Rate 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 EVLN is concerned, it is a stock which is not optionable.

Is there a short position on EVLN's shares?

Number of EVLN 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 EVLN shares are there?

As of today, null shares of EVLN are outstanding.

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

EVLN 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 EVLN is null.

Eaton Vance Floating-Rate ETF (EVLN) 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. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 30.13K shares valued at $1.46M. A 0.11% stake in Eaton Vance Floating-Rate ETF is owned by the company. WNY ASSET MANAGEMENT, LLC owns 4.38K shares valued at $212.52K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.11%	30.13K	1.46M	14.15K	+88.57%
Jun 30, 2026	WNY ASSET MANAGEMENT, LLC	0.02%	4.38K	212.52K	72	+1.67%
Jun 30, 2026	MARINER, LLC	0.02%	4.48K	217.21K	4.48K	+100.00%
Jun 30, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.02%	4.89K	237.24K	-425	-7.99%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.02%	5.24K	254.36K	-107	-2.00%
Jun 30, 2026	FIDUCIARY TRUST CO	0.02%	6.65K	322.7K	0	0
Jun 30, 2026	BILL FEW ASSOCIATES, INC.	0.02%	6.73K	326.54K	-106	-1.55%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.02%	6.97K	338.28K	6.97K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.03%	7.85K	380.52K	-2.06K	-20.76%
Jun 30, 2026	NEXT LEVEL PRIVATE LLC	0.03%	9.12K	442.49K	150	+1.67%
Jun 30, 2026	BLUE WATER ASSET MANAGEMENT	0.04%	9.86K	478.25K	162	+1.67%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	11.04K	535.53K	-144	-1.29%
Jun 30, 2026	ROYAL BANK OF CANADA	0.04%	11.39K	553K	-13.27K	-53.81%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.04%	11.87K	575.93K	2.15K	+22.16%
Jun 30, 2026	DYNAMIC FINANCIAL GROUP	0.05%	13.52K	655.98K	368	+2.80%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	14.98K	726.71K	943	+6.72%
Jun 30, 2026	WEALTHSPAN PARTNERS, LLC	0.05%	15.16K	735.44K	207	+1.38%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	16.73K	814.06K	-1.23K	-6.83%
Jun 30, 2026	CITADEL ADVISORS LLC	0.06%	17.42K	845.06K	614	+3.65%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	18.07K	881.39K	1.23K	+7.28%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	20.25K	982.39K	-1.98K	-8.91%
Jun 30, 2026	RIVERVIEW CAPITAL ADVISERS, LLC	0.08%	21.01K	1.02M	21.01K	+100.00%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.09%	23.98K	1.16M	100	+0.42%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	24.85K	1.21M	411	+1.68%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.09%	25.95K	1.26M	281	+1.09%
Jun 30, 2026	QTR FAMILY WEALTH, LLC	0.11%	32.01K	1.55M	-6.68K	-17.26%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	34.22K	1.66M	34.22K	+100.00%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0.13%	35.13K	1.7M	740	+2.15%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.16%	44.65K	2.17M	2.57K	+6.11%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.17%	47.23K	2.29M	47.23K	+100.00%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.22%	62.84K	3.05M	14.39K	+29.70%
Jun 30, 2026	MCCARTER PRIVATE WEALTH SERVICES LLC	0.34%	95.73K	4.64M	95.73K	+100.00%
Jun 30, 2026	PERENNIAL ADVISORS, LLC	0.35%	98.24K	4.77M	98.24K	+100.00%
Jun 30, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.37%	103.57K	5.02M	-15.3K	-12.87%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.4%	110.54K	5.36M	-3.7K	-3.24%
Jun 30, 2026	CENTRAL TRUST CO	0.41%	115.87K	5.62M	15.29K	+15.21%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.53%	147.53K	7.16M	352	+0.24%
Jun 30, 2026	ELDRIDGE INVESTMENT ADVISORS, INC.	0.62%	174K	8.44M	-5.58K	-3.11%
Jun 30, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	0.76%	211.28K	10.25M	3.7K	+1.78%
Jun 30, 2026	LPL FINANCIAL LLC	1.44%	404.21K	19.61M	3.09K	+0.77%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.16%	605.61K	29.38M	866	+0.14%
Jun 30, 2026	MORGAN STANLEY	26.51%	7.42M	359.74M	1.07M	+16.78%
Jun 30, 2026	TEXAS PERMANENT SCHOOL FUND CORP	53.65%	15.01M	727.97M	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	735	35.65K	490	+200.00%
Jun 30, 2026	IFP ADVISORS, INC	0%	100	4.85K	0	0
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0%	224	10.87K	224	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	285	13.82K	25	+9.62%
Jun 30, 2026	BROWN BROTHERS HARRIMAN & CO	0%	791	38.37K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	2.8K	136.02K	13	+0.47%
Jun 30, 2026	CREATIVE PLANNING	0.02%	4.26K	206.59K	70	+1.67%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0%	0	-	-7K	-100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	260	12.53K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	22.23K	1.07M	3.49K	+18.60%
Mar 31, 2026	BLUE WATER ASSET MANAGEMENT	0.03%	9.7K	467.24K	4.65K	+91.93%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.09%	23.88K	1.15M	9.08K	+61.36%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.53%	147.17K	7.09M	-2.5K	-1.67%
Mar 31, 2026	TEXAS PERMANENT SCHOOL FUND CORP	53.65%	15.01M	723.09M	0	0
Mar 31, 2026	MORGAN STANLEY	22.7%	6.35M	305.97M	-104.09K	-1.61%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-7.69K	-100.00%
Mar 31, 2026	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	2.79K	134.48K	2.79K	+100.00%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.02%	5.35K	257.81K	-1.51K	-22.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	14.04K	676.38K	14.04K	+100.00%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.12%	34.39K	1.66M	2.58K	+8.12%
Mar 31, 2026	QTR FAMILY WEALTH, LLC	0.14%	38.69K	1.87M	-18	-0.05%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.16%	604.74K	29.14M	19.91K	+3.41%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	4.48K	216.04K	-19.31K	-81.16%
Mar 31, 2026	FIDUCIARY TRUST CO	0.02%	6.65K	320.54K	-102	-1.51%
Mar 31, 2026	WEALTHSPAN PARTNERS, LLC	0.05%	14.96K	720.53K	-5.14K	-25.57%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.06%	15.98K	769.82K	-53.67K	-77.06%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	17.96K	867.97K	2.61K	+16.99%
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.17%	48.45K	2.33M	9.75K	+25.19%
Mar 31, 2026	CENTRAL TRUST CO	0.36%	100.58K	4.85M	11.07K	+12.37%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.37%	102.54K	4.94M	-321.02K	-75.79%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.41%	114.24K	5.5M	-11.78K	-9.35%
Mar 31, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.42%	118.87K	5.73M	86K	+261.66%
Mar 31, 2026	ELDRIDGE INVESTMENT ADVISORS, INC.	0.64%	179.58K	8.65M	-10.4K	-5.47%
Mar 31, 2026	LPL FINANCIAL LLC	1.43%	401.13K	19.33M	10.83K	+2.78%
Mar 31, 2026	ALLWORTH FINANCIAL LP	1.97%	550.34K	26.52M	49.89K	+9.97%
Mar 31, 2026	BILL FEW ASSOCIATES, INC.	0.02%	6.84K	329.46K	882	+14.81%
Mar 31, 2026	NEXT LEVEL PRIVATE LLC	0.03%	8.97K	432.31K	-3.74K	-29.42%
Mar 31, 2026	LECLAIR WEALTH PARTNERS LLC	0.03%	9.7K	467.24K	9.7K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.03%	7.72K	372.07K	7.72K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.06%	16.81K	809.81K	6.82K	+68.27%
Mar 31, 2026	COLONY GROUP, LLC	0.06%	16.85K	816.4K	16.85K	+100.00%
Mar 31, 2026	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	0%	0	-	-60.66K	-100.00%
Mar 31, 2026	FLAGSHIP PRIVATE WEALTH, LLC	0%	0	-	-19.94K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-61.62K	-100.00%
Mar 31, 2026	ASSETMARK, INC	0%	0	-	-102	-100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.04%	9.9K	476.98K	-31	-0.31%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	11.19K	538.9K	-261	-2.28%
Mar 31, 2026	DYNAMIC FINANCIAL GROUP	0.05%	13.16K	633.86K	96	+0.74%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.15%	42.08K	2.03M	42.08K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.02%	4.19K	201.84K	-2.57K	-38.04%
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.02%	5.32K	256.13K	240	+4.73%
Mar 31, 2026		0.03%	9.7K	467.24K	4.65K	+91.93%
Mar 31, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	0.74%	207.59K	10M	207.59K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	24.44K	1.18M	-16.07K	-39.67%
Mar 31, 2026	ROYAL BANK OF CANADA	0.09%	24.67K	1.19M	12.97K	+110.96%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.09%	25.67K	1.24M	-7.22K	-21.96%
Mar 31, 2026	WNY ASSET MANAGEMENT, LLC	0.02%	4.31K	207.63K	4.31K	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	100	4.82K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	245	11.8K	245	+100.00%
Mar 31, 2026	BROWN BROTHERS HARRIMAN & CO	0%	791	38.11K	0	0
Mar 31, 2026	BENJAMIN EDWARDS INC	0.03%	9.72K	468.3K	3.21K	+49.31%
Mar 31, 2026	CWM, LLC	0%	34	1.64K	34	+100.00%
Dec 31, 2025	DYNAMIC FINANCIAL GROUP	0.05%	13.06K	646.11K	-423	-3.14%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-23.65K	-100.00%
Dec 31, 2025	TEXAS PERMANENT SCHOOL FUND CORP	55.68%	15.01M	742.49M	-4.04M	-21.20%
Dec 31, 2025	MORGAN STANLEY	23.94%	6.45M	319.33M	917.58K	+16.57%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.14%	38.7K	1.91M	10.46K	+37.05%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.12%	32.89K	1.63M	28.82K	+708.53%
Dec 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.12%	32.87K	1.63M	22.87K	+228.67%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.12%	31.81K	1.57M	2.44K	+8.29%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	15.35K	759.73K	-140	-0.90%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	14.8K	732.19K	-500	-3.27%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.02%	6.51K	322.05K	6.51K	+100.00%
Dec 31, 2025	BILL FEW ASSOCIATES, INC.	0.02%	5.96K	294.66K	5.96K	+100.00%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.02%	5.08K	251.12K	5.08K	+100.00%
Dec 31, 2025		0.02%	5.05K	249.98K	5.05K	+100.00%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.08%	22.55K	1.12M	-23.77K	-51.32%
Dec 31, 2025	ALLWORTH FINANCIAL LP	1.84%	500.45K	24.76M	500.45K	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.56%	423.56K	20.95M	44.71K	+11.80%
Dec 31, 2025	LPL FINANCIAL LLC	1.45%	390.29K	19.31M	102.72K	+35.72%
Dec 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.71%	189.98K	9.4M	1.1K	+0.58%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.47%	126.01K	6.23M	-3.72K	-2.87%
Dec 31, 2025	CENTRAL TRUST CO	0.33%	89.51K	4.43M	1.45K	+1.64%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.26%	69.65K	3.45M	11K	+18.76%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.17%	584.83K	28.94M	32.51K	+5.89%
Dec 31, 2025	WEALTHSPAN PARTNERS, LLC	0.07%	20.09K	994.1K	13.57K	+208.00%
Dec 31, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.07%	19.94K	986.35K	-14.37K	-41.88%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	11.45K	566.28K	-29	-0.25%
Dec 31, 2025	CITADEL ADVISORS LLC	0.04%	9.99K	494.18K	3.61K	+56.62%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	9.93K	491.31K	355	+3.71%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	7.69K	380.59K	122	+1.61%
Dec 31, 2025	IFP ADVISORS, INC	0%	100	4.95K	-301	-75.06%
Dec 31, 2025	VESTOR CAPITAL, LLC	0%	0	-	-690.66K	-100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.04%	11.69K	578K	-11.61K	-49.81%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.55%	149.67K	7.4M	5.47K	+3.79%
Dec 31, 2025	JANE STREET GROUP, LLC	0.23%	61.62K	3.05M	9.59K	+18.43%
Dec 31, 2025	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	0.22%	60.66K	3M	-8.57K	-12.38%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	40.51K	2M	-4.41K	-9.82%
Dec 31, 2025	QTR FAMILY WEALTH, LLC	0.14%	38.71K	1.9M	29.86K	+337.21%
Dec 31, 2025	FSC WEALTH ADVISORS, LLC	0%	0	-	-11.2K	-100.00%
Dec 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0%	0	-	-5.82K	-100.00%
Dec 31, 2025	KANE INVESTMENT MANAGEMENT, INC.	0%	0	-	-5.09K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	23.8K	1.18M	-38.85K	-62.02%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	18.75K	927.41K	-2.27K	-10.80%
Dec 31, 2025	NEXT LEVEL PRIVATE LLC	0.05%	12.71K	628.99K	-16.94K	-57.13%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.03%	7K	346.31K	-800	-10.26%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.03%	6.86K	339.38K	6.86K	+100.00%
Dec 31, 2025	CREATIVE PLANNING	0.03%	6.76K	334.5K	-1.24K	-15.51%
Dec 31, 2025	FIDUCIARY TRUST CO	0.03%	6.76K	334.19K	-139	-2.02%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	4.52K	223.52K	4.52K	+100.00%
Dec 31, 2025	COMERICA BANK	0.01%	2.75K	136.15K	140	+5.36%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0%	791	39.13K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	260	12.86K	0	0
Dec 31, 2025	ASSETMARK, INC	0%	102	5.05K	102	+100.00%
Dec 31, 2025	FMR LLC	0%	1	49	1	+100.00%
Sep 30, 2025	VESTOR CAPITAL, LLC	2.31%	690.66K	34.31M	690.66K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	260	12.91K	0	0
Sep 30, 2025	QTR FAMILY WEALTH, LLC	0.03%	8.85K	439.8K	530	+6.37%
Sep 30, 2025	FSC WEALTH ADVISORS, LLC	0.04%	11.2K	556.5K	1.49K	+15.33%
Sep 30, 2025	CREATIVE PLANNING	0.03%	8K	397.44K	144	+1.83%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.03%	7.8K	387.43K	-7.8K	-50.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	401	19.92K	401	+100.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	11.48K	569.94K	21	+0.18%
Sep 30, 2025	DYNAMIC FINANCIAL GROUP	0.05%	13.48K	669.7K	-152	-1.11%
Sep 30, 2025	NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC	0.23%	69.23K	3.44M	69.23K	+100.00%
Sep 30, 2025	ABICH FINANCIAL WEALTH MANAGEMENT LLC	0%	297	14.75K	297	+100.00%
Sep 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.02%	5.82K	289.23K	294	+5.32%
Sep 30, 2025	WEALTHSPAN PARTNERS, LLC	0.02%	6.52K	324.05K	6.52K	+100.00%
Sep 30, 2025	FIDUCIARY TRUST CO	0.02%	6.89K	342.43K	1.42K	+25.96%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	7.57K	376.05K	7.57K	+100.00%
Sep 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.11%	34.31K	1.7M	5.65K	+19.72%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	44.93K	2.23M	993	+2.26%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.15%	46.32K	2.3M	4.51K	+10.79%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	52.03K	2.58M	-72.6K	-58.25%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.21%	62.65K	3.11M	62.65K	+100.00%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.48%	144.21K	7.16M	237	+0.16%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.26%	378.85K	18.82M	337.17K	+809.01%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.84%	552.32K	27.44M	552.32K	+100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.28%	83.41K	4.17M	1.74K	+2.13%
Sep 30, 2025	CENTRAL TRUST CO	0.29%	88.06K	4.37M	19.1K	+27.70%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.43%	129.74K	6.44M	11.95K	+10.15%
Sep 30, 2025	TEXAS PERMANENT SCHOOL FUND CORP	63.57%	19.05M	946M	19.05M	+100.00%
Sep 30, 2025	MORGAN STANLEY	18.48%	5.54M	275.03M	488.68K	+9.68%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	791	39.29K	0	0
Sep 30, 2025	COMERICA BANK	0.01%	2.61K	129.74K	14	+0.54%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.01%	4.07K	202.06K	4.07K	+100.00%
Sep 30, 2025	KANE INVESTMENT MANAGEMENT, INC.	0.02%	5.09K	252.77K	5.09K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.02%	6.38K	316.8K	-6.77K	-51.48%
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.09%	28.24K	1.4M	15.41K	+120.02%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.1%	29.38K	1.46M	2.44K	+9.05%
Sep 30, 2025	NEXT LEVEL PRIVATE LLC	0.1%	29.65K	1.47M	6.09K	+25.83%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.63%	188.88K	9.38M	-15.33K	-7.51%
Sep 30, 2025	LPL FINANCIAL LLC	0.96%	287.57K	14.28M	91.35K	+46.55%
Sep 30, 2025	FMR LLC	0%	0	-	-124	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.2%	58.65K	2.91M	58.65K	+100.00%
Sep 30, 2025	SHOREPOINT CAPITAL PARTNERS LLC	1.35%	403.28K	20.03B	403.28K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	9.58K	475.64K	246	+2.64%
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.03%	10K	496.7K	10K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	15.3K	759.95K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	15.49K	768.52K	-1.27K	-7.58%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	21.02K	1.05M	1.39K	+7.06%
Sep 30, 2025	ROYAL BANK OF CANADA	0.08%	23.3K	1.16M	4.8K	+25.94%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.08%	23.65K	1.17M	23.65K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	16.76K	837.53K	6.38K	+61.47%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	19.63K	978.77K	19.46K	+11,181.61%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-4.67K	-100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-6.1K	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-15.34K	-100.00%
Jun 30, 2025	FMR LLC	0%	124	6.18K	124	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	260	12.96K	0	0
Jun 30, 2025	COMERICA BANK	0.01%	2.6K	129.54K	139	+5.65%
Jun 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.02%	5.53K	275.68K	-259	-4.47%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	5.86K	292.65K	-15.96K	-73.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	9.33K	465.19K	9.33K	+100.00%
Jun 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.05%	12.84K	639.96K	12.84K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.05%	13.15K	655.41K	13.15K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	15.3K	762.86K	-2.7K	-15.00%
Jun 30, 2025	FIDUCIARY TRUST CO	0.02%	5.47K	272.88K	0	0
Jun 30, 2025	FSC WEALTH ADVISORS, LLC	0.03%	9.72K	484.39K	-291	-2.91%
Jun 30, 2025	CREATIVE PLANNING	0.03%	7.86K	391.82K	-1.18K	-13.01%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	11.45K	571.11K	-254	-2.17%
Jun 30, 2025		0.03%	8.32K	415.04K	1.52K	+22.41%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.06%	15.6K	777.82K	15.6K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	18.5K	922K	-11.74K	-38.82%
Jun 30, 2025	NEXT LEVEL PRIVATE LLC	0.08%	23.57K	1.18M	-1.02K	-4.15%
Jun 30, 2025	VISIONARY WEALTH ADVISORS	0.1%	26.94K	1.34M	5.38K	+24.95%
Jun 30, 2025	QTR FAMILY WEALTH, LLC	0.03%	8.32K	415.04K	1.52K	+22.41%
Jun 30, 2025	DYNAMIC FINANCIAL GROUP	0.05%	13.64K	679.84K	13.64K	+100.00%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.15%	41.68K	2.08M	41.68K	+100.00%
Jun 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.15%	41.81K	2.08M	-2.21K	-5.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	43.93K	2.19M	12.67K	+40.55%
Jun 30, 2025	CENTRAL TRUST CO	0.25%	68.96K	3.44M	7.66K	+12.49%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.29%	81.67K	4.07M	-31.52K	-27.85%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.42%	117.79K	5.87M	117.79K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.45%	124.63K	6.21M	4.04K	+3.35%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.52%	143.97K	7.18M	-27.03K	-15.81%
Jun 30, 2025	LPL FINANCIAL LLC	0.71%	196.22K	9.78M	85.37K	+77.01%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.73%	204.21K	10.18M	111.37K	+119.96%
Jun 30, 2025	MORGAN STANLEY	18.14%	5.05M	251.71M	-502.57K	-9.05%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	791	39.44K	791	+100.00%
Jun 30, 2025	FLAGSHIP PRIVATE WEALTH, LLC	0.1%	28.66K	1.43M	28.66K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.02%	6.1K	301K	-1.44K	-19.08%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	174	8.6K	-699	-80.07%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0%	0	-	-23.65K	-100.00%
Mar 31, 2025	LAUREL WEALTH ADVISORS LLC	0%	0	-	-232	-100.00%
Mar 31, 2025	COMERICA BANK	0.01%	2.46K	121.62K	2.46K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	260	12.86K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	15.34K	758.42K	-25.32K	-62.28%
Mar 31, 2025	MONTEREY PRIVATE WEALTH, INC.	0.04%	9.03K	446.7K	9.03K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	21.81K	1.08M	21.81K	+100.00%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	18K	890.1K	18K	+100.00%
Mar 31, 2025	NEXT LEVEL PRIVATE LLC	0.1%	24.59K	1.22M	24.59K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.12%	30.23K	1.5M	17.86K	+144.28%
Mar 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.17%	44.02K	2.18M	44.02K	+100.00%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.45%	113.19K	5.6M	113.19K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.48%	120.59K	5.96M	-10.43K	-7.96%
Mar 31, 2025	SHOREPOINT CAPITAL PARTNERS LLC	1.36%	342.74K	16.95M	28.37K	+9.02%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	11.71K	578.95K	3.27K	+38.74%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.68%	171K	8.46M	1.34K	+0.79%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	31.26K	1.55M	8.12K	+35.08%
Mar 31, 2025	FSC WEALTH ADVISORS, LLC	0.04%	10.01K	494.8K	3.35K	+50.26%
Mar 31, 2025	MORGAN STANLEY	22.01%	5.55M	274.49M	1.87M	+50.79%
Mar 31, 2025	CREATIVE PLANNING	0.04%	9.03K	446.7K	9.03K	+100.00%
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.09%	21.56K	1.07M	21.56K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.02%	4.67K	230.77K	4.67K	+100.00%
Mar 31, 2025	FIDUCIARY TRUST CO	0.02%	5.47K	270.64K	0	0
Mar 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.02%	5.79K	286.22K	825	+16.62%
Mar 31, 2025	CENTRAL TRUST CO	0.24%	61.3K	3.03M	11.71K	+23.62%
Mar 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.37%	92.84K	4.59M	33.7K	+56.99%
Mar 31, 2025	LPL FINANCIAL LLC	0.44%	110.85K	5.48M	50.99K	+85.19%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	10.38K	513.24K	-962	-8.48%
Mar 31, 2025		0.03%	6.8K	336.26K	6.8K	+100.00%

Frequently Asked Questions