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

Who are the major shareholders selling State Street SPDR S&P Kensho Future Security ETF stock?

WEALTHFRONT ADVISERS LLC, in the last quarter, reduced its stake in FITE by -4.59% restricting it's holding to 3.95 thousand shares of worth nearly $443.52K. MORGAN STANLEY also lessened -9.71% of the FITE shares from its portfolio, reducing its holding to 6.51 thousand shares of worth $731.86K. FREDERICK FINANCIAL CONSULTANTS, LLC also shunned FITE shares holding by -5.28% last quarter which brought its holding to 142.13 thousand shares worth $15.97M.

Investors who are buying FITE stock?

As per its latest 13F filing, USADVISORS WEALTH MANAGEMENT, LLC increased its stake in FITE by 3.96% in the last quarter. The institutional holder raised its holding to 3.88 thousand shares having worth more than $436.00K. JANE STREET GROUP, LLC also added 6.32% more shares of FITE to its portfolio, raising its holding to 4.37 thousand shares of worth $491.28K. CIBC WORLD MARKET INC. also increased its FITE shares holding by 101.28% which brought its holding to 4.73 thousand shares worth $531.51K.

FITE's major insiders: who are they?

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

Did an insider recently sell FITE stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR S&P Kensho Future Security ETF's stock. Within the last six months, there have been 0 transaction(s) in which FITE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FITE stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR S&P Kensho Future Security ETF insiders have bought stock, totalling 0 shares

How much of FITE does insiders own?

Around 0 State Street SPDR S&P Kensho Future Security ETF shares are held by insiders, which represents about N/A of FITE stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FITE?

USADVISORS WEALTH MANAGEMENT, LLC is the largest institutional owner in FITE which holds 3.88 thousand shares worth $436.00K or 0.37% of the total FITE shares outstanding followed by WEALTHFRONT ADVISERS LLC with ownership of 3.95 thousand shares representing 0.38% of the FITE ownership. JANE STREET GROUP, LLC is the third largest stakeholder with 4.37 thousand shares or 0.42% of the ownership worth more than $491.28K.

Is State Street SPDR S&P Kensho Future Security 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 FITE is concerned, it is a stock which is optionable.

Is there a short position on FITE's shares?

Number of FITE 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 FITE shares are there?

As of today, null shares of FITE are outstanding.

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

FITE 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 FITE is null.

State Street SPDR S&P Kensho Future Security ETF (FITE) 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. USADVISORS WEALTH MANAGEMENT, LLC is the top corporate investor, holding 3.88K shares valued at $436.00K. A 0.37% stake in State Street SPDR S&P Kensho Future Security ETF is owned by the company. WEALTHFRONT ADVISERS LLC owns 3.95K shares valued at $443.52K, which translates its holding of 0.38% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	USADVISORS WEALTH MANAGEMENT, LLC	0.37%	3.88K	436K	148	+3.96%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.38%	3.95K	443.52K	-190	-4.59%
Jun 30, 2026	JANE STREET GROUP, LLC	0.42%	4.37K	491.28K	260	+6.32%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.46%	4.73K	531.51K	2.38K	+101.28%
Jun 30, 2026	BELVEDERE TRADING LLC	0.32%	3.3K	370.82K	3.3K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.48%	4.97K	558.42K	315	+6.77%
Jun 30, 2026	KMT WEALTH MANAGEMENT, LLC	0.5%	5.14K	577.87K	5.14K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.63%	6.51K	731.86K	-700	-9.71%
Jun 30, 2026		0.01%	122	13.74K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.04%	460	51.69K	460	+100.00%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.07%	682	76.64K	682	+100.00%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	887	99.67K	32	+3.74%
Jun 30, 2026	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	3.96%	41.1K	4.62M	1.15K	+2.87%
Jun 30, 2026	COLONY GROUP, LLC	0.79%	8.21K	922.67K	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.85%	8.86K	995.15K	6K	+210.30%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.93%	9.7K	1.09M	3.83K	+65.33%
Jun 30, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1%	10.36K	1.16M	65	+0.63%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.53%	15.83K	1.78M	5.27K	+49.97%
Jun 30, 2026	FREDERICK FINANCIAL CONSULTANTS, LLC	13.7%	142.13K	15.97M	-7.93K	-5.28%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0%	49	5.51K	0	0
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-182	-100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	1	112	1	+100.00%
Jun 30, 2026	GRANEY & KING, LLC	0%	6	674	0	0
Jun 30, 2026	IFP ADVISORS, INC	0%	12	1.35K	0	0
Jun 30, 2026	N.E.W. ADVISORY SERVICES LLC	0.01%	65	7.3K	0	0
Jun 30, 2026	TOROSO INVESTMENTS, LLC	1.82%	18.84K	2.12M	18.84K	+100.00%
Jun 30, 2026	UBS GROUP AG	2.02%	20.99K	2.36M	-304	-1.43%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.5%	25.97K	2.92M	17.55K	+208.42%
Jun 30, 2026	HUGHES FINANCIAL SERVICES, LLC	3.47%	36.02K	4.05M	127	+0.35%
Jun 30, 2026	LPL FINANCIAL LLC	17.33%	179.8K	20.2M	6.21K	+3.57%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	57	6.41K	-40	-41.24%
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0.01%	130	14.61K	-75	-36.59%
Jun 30, 2026	KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	0.5%	5.14K	577.87K	-2.27K	-30.59%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0%	33	3.6K	0	0
Jun 30, 2026	TIDEMARK, LLC	0.02%	160	18.02K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.02%	165	18.54K	65	+65.00%
Jun 30, 2026	FMR LLC	0.02%	200	22.48K	200	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.21%	12.59K	1.41M	2.43K	+23.94%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.29%	13.34K	1.5M	104	+0.79%
Jun 30, 2026	HIGH POINT WEALTH MANAGEMENT, LLC	0.01%	122	13.74K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.03%	300	33.71K	0	0
Jun 30, 2026	SIMPLEX TRADING, LLC	0.03%	313	35.17K	313	+100.00%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	0.04%	370	41.58K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	371	41.69K	321	+642.00%
Jun 30, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	47.2K	0	0
Jun 30, 2026	US BANCORP \DE\	0.04%	422	47.42K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.21%	2.23K	250.25K	874	+64.60%
Jun 30, 2026	CORECAP ADVISORS, LLC	0.25%	2.59K	291.15K	-15.12K	-85.37%
Jun 30, 2026	CITADEL ADVISORS LLC	0.25%	2.6K	292.16K	2.6K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.28%	2.96K	332.22K	630	+27.09%
Jun 30, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.3%	3.06K	344.31K	-15	-0.49%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.3%	3.1K	348.24K	91	+3.03%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.72%	17.86K	2.01M	17.85K	+127,464.29%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.36%	3.72K	418.47K	3.72K	+100.00%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.36%	3.75K	421.73K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.13%	1.35K	117.66K	76	+5.95%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.22%	2.33K	198.98K	-330	-12.42%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.23%	2.35K	201.02K	2.35K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.28%	2.85K	244.13K	1.43K	+100.28%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.29%	3.01K	257.3K	3.01K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.45%	4.64K	397.16K	4.64K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.45%	4.66K	398.11K	2	+0.04%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	5.86K	502K	2.39K	+68.60%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	7.12K	608.95K	105	+1.50%
Mar 31, 2026	MORGAN STANLEY	0.7%	7.21K	616.92K	7.18K	+22,437.50%
Mar 31, 2026	COLONY GROUP, LLC	0.79%	8.21K	702.36K	3.21K	+64.02%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.81%	8.42K	720.2K	866	+11.46%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.98%	10.16K	868.79K	6.84K	+206.12%
Mar 31, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.99%	10.3K	880.78K	-400	-3.74%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.02%	10.55K	902.78K	-487	-4.41%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.28%	13.23K	1.13M	331	+2.57%
Mar 31, 2026	CORECAP ADVISORS, LLC	1.71%	17.71K	1.52M	-296	-1.64%
Mar 31, 2026	UBS GROUP AG	2.05%	21.29K	1.82M	50	+0.24%
Mar 31, 2026	HUGHES FINANCIAL SERVICES, LLC	3.46%	35.89K	3.07M	-1.03K	-2.79%
Mar 31, 2026	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	3.85%	39.95K	3.42M	34.31K	+608.84%
Mar 31, 2026	FREDERICK FINANCIAL CONSULTANTS, LLC	14.46%	150.06K	12.84M	-3.37K	-2.20%
Mar 31, 2026	LPL FINANCIAL LLC	16.73%	173.59K	14.85M	16.38K	+10.42%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-10.1K	-100.00%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0%	0	-	-2.49K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	58	1	+100.00%
Mar 31, 2026		0.01%	122	10.46K	0	0
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.02%	182	15.62K	182	+100.00%
Mar 31, 2026	WEALTH PRESERVATION ADVISORS, LLC	0.04%	387	33.1K	0	0
Mar 31, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	35.93K	0	0
Mar 31, 2026	US BANCORP \DE\	0.04%	422	36.1K	0	0
Mar 31, 2026	WEALTHCARE INVESTMENT PARTNERS, LLC	0.3%	3.08K	275.58K	-1.03K	-24.99%
Mar 31, 2026	USADVISORS WEALTH MANAGEMENT, LLC	0.36%	3.73K	306K	1	+0.03%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-932	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-125	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	0	-	-247	-100.00%
Mar 31, 2026	GRANEY & KING, LLC	0%	6	513	0	0
Mar 31, 2026	IFP ADVISORS, INC	0%	12	1.03K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	14	1.2K	14	+100.00%
Mar 31, 2026	PARKSIDE FINANCIAL BANK & TRUST	0%	20	1.71K	20	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	25	2.14K	25	+100.00%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0%	33	2.71K	33	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	49	4.19K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	50	4.28K	50	+100.00%
Mar 31, 2026	N.E.W. ADVISORY SERVICES LLC	0.01%	65	5.56K	0	0
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	97	8.3K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.01%	100	8.55K	-579	-85.27%
Mar 31, 2026	TIDEMARK, LLC	0.02%	160	13.72K	0	0
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.02%	205	17.54K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.03%	300	25.66K	0	0
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0.04%	370	31.65K	270	+270.00%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.36%	3.75K	321.03K	288	+8.31%
Mar 31, 2026	JANE STREET GROUP, LLC	0.4%	4.11K	351.74K	4.11K	+100.00%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.4%	4.14K	353.88K	-929	-18.34%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.08%	855	73.14K	855	+100.00%
Mar 31, 2026	CWM, LLC	0.09%	894	76.47K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	49	4.18K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-4.48K	-100.00%
Dec 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0%	0	-	-200	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	15.51%	157.22K	13.42M	-38.91K	-19.84%
Dec 31, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	15.13%	153.43K	13.09M	-2.49K	-1.59%
Dec 31, 2025	HUGHES FINANCIAL SERVICES, LLC	3.64%	36.92K	3.15M	-351	-0.94%
Dec 31, 2025	UBS GROUP AG	2.1%	21.24K	1.81M	-3.19K	-13.07%
Dec 31, 2025	US BANCORP \DE\	0.04%	422	36.01K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	1.78%	18.01K	1.54M	-772	-4.11%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.27%	12.9K	1.1M	105	+0.82%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.09%	11.04K	942.13K	1.56K	+16.45%
Dec 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1.06%	10.7K	912.76K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	125	10.67K	0	0
Dec 31, 2025		0.01%	122	10.43K	122	+100.00%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.01%	100	8.53K	0	0
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	97	8.28K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	4.65K	397.04K	-80	-1.69%
Dec 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.4%	4.11K	355.61K	-258	-5.91%
Dec 31, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.37%	3.73K	318K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	3.48K	297K	-66	-1.86%
Dec 31, 2025	COLONY GROUP, LLC	0.49%	5.01K	427.16K	-943	-15.85%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.33%	3.32K	283.13K	3.32K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	2.66K	226.65K	56	+2.15%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.14%	1.43K	121.6K	-326	-18.62%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.13%	1.28K	108.97K	0	0
Dec 31, 2025	CWM, LLC	0.09%	894	76K	894	+100.00%
Dec 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	65	5.55K	0	0
Dec 31, 2025	MORGAN STANLEY	0%	32	2.77K	1	+3.23%
Dec 31, 2025	IFP ADVISORS, INC	0%	12	1.02K	0	0
Dec 31, 2025	GRANEY & KING, LLC	0%	6	512	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-179	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-250	-100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	1%	10.1K	861.83K	100	+1.00%
Dec 31, 2025	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.56%	5.64K	480.92K	5.64K	+100.00%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.5%	5.07K	432.28K	192	+3.94%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.75%	7.55K	644.55K	718	+10.50%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.69%	7.01K	598.51K	7.01K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	932	79.49K	932	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	679	57.94K	679	+100.00%
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	35.84K	0	0
Dec 31, 2025	WEALTH PRESERVATION ADVISORS, LLC	0.04%	387	33.02K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.03%	300	25.6K	300	+100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.02%	247	21.12K	237	+2,370.00%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.02%	205	17.49K	-20	-8.89%
Dec 31, 2025	TIDEMARK, LLC	0.02%	160	13.68K	0	0
Sep 30, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	15.06%	155.91K	13.34M	559	+0.36%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	35.94K	0	0
Sep 30, 2025	MORGAN STANLEY	0%	31	2.65K	-18	-36.73%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-2.71K	-100.00%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.97%	10K	855.66K	10K	+100.00%
Sep 30, 2025	FSA WEALTH MANAGEMENT LLC	0%	50	4.28K	50	+100.00%
Sep 30, 2025	GRANEY & KING, LLC	0%	6	513	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	10	856	10	+100.00%
Sep 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0%	0	-	-7.76K	-100.00%
Sep 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0%	0	-	-6.39K	-100.00%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.01%	97	8.3K	97	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.17%	1.75K	149.83K	1.6K	+1,075.17%
Sep 30, 2025	FMR LLC	0.02%	250	21.39K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	49	4.19K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.92%	9.48K	811.26K	1.77K	+22.94%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	3.54K	303K	-551	-13.46%
Sep 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.36%	3.73K	318K	3.73K	+100.00%
Sep 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.42%	4.36K	377.45K	-573	-11.61%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.43%	4.48K	383K	-477	-9.62%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.01%	100	8.56K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	125	10.7K	125	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	71	0	0
Sep 30, 2025	IFP ADVISORS, INC	0%	12	1.03K	0	0
Sep 30, 2025	TIDEMARK, LLC	0.02%	160	13.71K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.66%	6.84K	584.9K	315	+4.83%
Sep 30, 2025	HUGHES FINANCIAL SERVICES, LLC	3.6%	37.28K	3.25M	-2.06K	-5.23%
Sep 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	65	5.56K	0	0
Sep 30, 2025	US BANCORP \DE\	0.04%	422	36.11K	0	0
Sep 30, 2025	WEALTH PRESERVATION ADVISORS, LLC	0.04%	387	33.11K	-464	-54.52%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.02%	225	19.25K	225	+100.00%
Sep 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.02%	200	17.11K	200	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	179	15.28K	44	+32.59%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-106	-100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.12%	1.28K	109.27K	1.28K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.57%	5.95K	509.03K	0	0
Sep 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1.03%	10.7K	915.27K	-199	-1.83%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.24%	12.8K	1.09M	5.73K	+81.18%
Sep 30, 2025	CORECAP ADVISORS, LLC	1.81%	18.78K	1.61M	1.43K	+8.25%
Sep 30, 2025	UBS GROUP AG	2.36%	24.43K	2.09M	800	+3.39%
Sep 30, 2025	LPL FINANCIAL LLC	18.94%	196.12K	16.78M	17.24K	+9.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	2.6K	220.25K	-340	-11.56%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.46%	4.73K	404.94K	3	+0.06%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.47%	4.87K	417.05K	213	+4.57%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.48%	4.66K	354.06K	794	+20.53%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.01%	100	7.6K	0	0
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	31.91K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0%	12	912	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	149	11.32K	-11	-6.88%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.73%	7.06K	536.52K	372	+5.56%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	7.71K	585.82K	-14	-0.18%
Jun 30, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1.12%	10.9K	827.71K	200	+1.87%
Jun 30, 2025	US BANCORP \DE\	0.04%	422	32.06K	136	+47.55%
Jun 30, 2025	AMERICAN CAPITAL ADVISORY, LLC	0%	0	-	-8	-100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	135	10.28K	0	0
Jun 30, 2025	FMR LLC	0.03%	250	18.99K	250	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	2.94K	223.4K	1.74K	+144.39%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	2.71K	206K	-1.24K	-31.29%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.42%	4.1K	311K	-498	-10.84%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-130	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-7.72K	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-4.68K	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-10.5K	-100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0%	0	-	-140	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	49	1	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	49	3.72K	0	0
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	65	4.94K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	106	8K	106	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.49%	4.73K	359.28K	-2.92K	-38.19%
Jun 30, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.51%	4.94K	380.07K	-2.96K	-37.50%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.51%	4.96K	377K	-3.12K	-38.60%
Jun 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.8%	7.76K	589.47K	100	+1.31%
Jun 30, 2025	CORECAP ADVISORS, LLC	1.78%	17.35K	1.32M	646	+3.87%
Jun 30, 2025		0%	6	456	0	0
Jun 30, 2025	MORGAN STANLEY	0.01%	49	3.76M	-171	-77.73%
Jun 30, 2025	TIDEMARK, LLC	0.02%	160	12.16K	160	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	18.4%	178.89K	13.59M	-8.96K	-4.77%
Jun 30, 2025	UBS GROUP AG	2.43%	23.63K	1.8M	-31.04K	-56.78%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.67%	6.52K	495.38K	-235	-3.48%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.66%	6.39K	485.04K	239	+3.89%
Jun 30, 2025	COLONY GROUP, LLC	0.61%	5.95K	451.9K	0	0
Jun 30, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	15.98%	155.36K	11.8M	3.54K	+2.33%
Jun 30, 2025	HUGHES FINANCIAL SERVICES, LLC	4.05%	39.33K	3.05M	-282K	-87.76%
Jun 30, 2025	WEALTH PRESERVATION ADVISORS, LLC	0.09%	851	64.64K	0	0
Jun 30, 2025	GRANEY & KING, LLC	0%	6	456	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	130	8.18K	130	+100.00%
Mar 31, 2025	N.E.W. ADVISORY SERVICES LLC	0.01%	65	4.08K	65	+100.00%
Mar 31, 2025	IFP ADVISORS, INC	0%	12	753	12	+100.00%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.09%	10.5K	659.23K	6.8K	+183.78%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.84%	8.08K	507K	8.08K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.8%	7.73K	485.07K	-8	-0.10%
Mar 31, 2025	CORECAP ADVISORS, LLC	1.74%	16.7K	1.05M	1.8K	+12.08%
Mar 31, 2025	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1.11%	10.7K	671.55K	600	+5.94%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	49	3.08K	0	0
Mar 31, 2025	US BANCORP \DE\	0.03%	286	17.96K	0	0
Mar 31, 2025	MORGAN STANLEY	0.02%	220	13.84K	1	+0.46%
Mar 31, 2025	AMERICAN CAPITAL ADVISORY, LLC	0%	8	503	0	0
Mar 31, 2025	BELVEDERE TRADING LLC	0%	0	-	-1.2K	-100.00%
Mar 31, 2025	WEALTHCARE INVESTMENT PARTNERS, LLC	0.82%	7.9K	465.37K	3.69K	+87.89%
Mar 31, 2025	LPL FINANCIAL LLC	19.56%	187.85K	11.79M	-5.41K	-2.80%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	135	9.05K	0	0
Mar 31, 2025	FRANKLIN RESOURCES INC	0.01%	140	8.79K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.49%	4.68K	293.77K	908	+24.08%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.7%	6.69K	420.09K	6.69K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	160	10.05K	160	+100.00%
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.01%	100	6.28K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	4.59K	288K	469	+11.37%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.64%	6.15K	385.89K	-50	-0.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.7%	6.76K	424.17K	-6.37K	-48.52%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.8%	7.65K	480.5K	19	+0.25%
Mar 31, 2025	SIMPLEX TRADING, LLC	0%	0	-	-100	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-188	-100.00%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	26.37K	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.62%	5.95K	373.5K	2.34K	+64.75%
Mar 31, 2025		0%	6	377	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	1.2K	75.56K	-20	-1.64%
Mar 31, 2025	WEALTHFRONT ADVISERS LLC	0.4%	3.87K	242.79K	3.87K	+100.00%
Mar 31, 2025	FORT POINT CAPITAL PARTNERS LLC	0.8%	7.66K	480.93K	330	+4.50%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.8%	7.72K	484.88K	7.72K	+100.00%
Mar 31, 2025	UBS GROUP AG	5.69%	54.68K	3.43M	8.02K	+17.18%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	3.95K	248K	2	+0.05%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	45	0	0
Mar 31, 2024	TOTH FINANCIAL ADVISORY CORP	0.01%	100	5.73K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	105	6.02K	105	+100.00%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.01%	140	8.03K	0	0
Mar 31, 2024	MORGAN STANLEY	0.03%	234	13.41K	-11	-4.49%
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.04%	420	24.08K	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.06%	580	33.25K	350	+152.17%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	1.27K	72.92K	-8.01K	-86.29%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	3.55K	204K	3.55K	+100.00%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.58%	5.76K	330.3K	194	+3.48%
Mar 31, 2024	CITADEL ADVISORS LLC	0.68%	5.45K	312.45K	5.45K	+100.00%
Mar 31, 2024	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.99%	9.76K	559.22K	-100	-1.01%
Mar 31, 2024	UBS GROUP AG	1.06%	8.53K	489.18K	-4.93K	-36.61%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.15%	9.24K	529K	737	+8.67%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.85%	22.9K	1.31M	6.56K	+40.14%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.95%	7.66K	439.3K	332	+4.53%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.77%	7.66K	439.08K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	10.32%	83K	4.76M	10.24K	+14.07%
Mar 31, 2024	WEALTH MANAGEMENT RESOURCES, INC.	0%	0	-	-4.99K	-100.00%
Mar 31, 2024	WEBSTER BANK, N. A.	0%	0	-	-100	-100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	3.27%	26.33K	1.51M	26.33K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.27%	22.44K	1.29M	22.44K	+100.00%
Mar 31, 2024	CETERA ADVISORS LLC	2.24%	22.16K	1.27M	-25	-0.11%
Dec 31, 2023	CORECAP ADVISORS, LLC	1.5%	11.24K	620.02K	11.24K	+100.00%
Dec 31, 2023	TOTH FINANCIAL ADVISORY CORP	0.01%	100	5.52K	0	0
Dec 31, 2023	WEBSTER BANK, N. A.	0.01%	100	5.51K	0	0
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.74%	5.57K	307.04K	5.57K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.98%	7.33K	404.3K	1.76K	+31.66%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	1.02%	7.66K	422.39K	-130	-1.67%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	1.13%	8.5K	470K	1.6K	+23.15%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.24%	9.28K	511.76K	3.96K	+74.42%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	42	0	0
Dec 31, 2023	WEALTH MANAGEMENT RESOURCES, INC.	0.67%	4.99K	275.18K	1	+0.02%
Dec 31, 2023	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.06%	420	23.16K	0	0
Dec 31, 2023	MORGAN STANLEY	0.03%	245	13.51K	-58	-19.14%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.02%	140	7.72K	0	0
Dec 31, 2023	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	1.32%	9.86K	543.48K	220	+2.28%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.03%	230	12.68K	230	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	9.71%	72.76K	4.01M	7.78K	+11.98%
Dec 31, 2023	CETERA ADVISORS LLC	2.96%	22.19K	1.22M	-18	-0.08%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	2.18%	16.34K	901.06K	8.95K	+121.09%
Dec 31, 2023	UBS GROUP AG	1.8%	13.46K	742.32K	3.62K	+36.73%

Frequently Asked Questions