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

Who are the major shareholders selling Fidelity Limited Term Bond ETF stock?

UBS GROUP AG, in the last quarter, reduced its stake in FLTB by -4.67% restricting it's holding to 430.24 thousand shares of worth nearly $21.57M. LPL FINANCIAL LLC also lessened -26.38% of the FLTB shares from its portfolio, reducing its holding to 219.26 thousand shares of worth $10.99M. FMR LLC also shunned FLTB shares holding by -22.52% last quarter which brought its holding to 4.76 thousand shares worth $238.82K.

Investors who are buying FLTB stock?

As per its latest 13F filing, CETERA INVESTMENT ADVISERS increased its stake in FLTB by 6.99% in the last quarter. The institutional holder raised its holding to 64.19 thousand shares having worth more than $3.22M. ENVESTNET ASSET MANAGEMENT INC also added 19.41% more shares of FLTB to its portfolio, raising its holding to 446.26 thousand shares of worth $22.37M. ALONGSIDE, LLC also increased its FLTB shares holding by 100% which brought its holding to 12.33 thousand shares worth $618.16K.

FLTB's major insiders: who are they?

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

Did an insider recently sell FLTB stock?

Company executives, directors, and other insiders own N/A percent of Fidelity Limited Term Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which FLTB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FLTB stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity Limited Term Bond ETF insiders have bought stock, totalling 0 shares

How much of FLTB does insiders own?

Around 0 Fidelity Limited Term Bond ETF shares are held by insiders, which represents about N/A of FLTB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FLTB?

CETERA INVESTMENT ADVISERS is the largest institutional owner in FLTB which holds 64.19 thousand shares worth $3.22M or 1.21% of the total FLTB shares outstanding followed by UBS GROUP AG with ownership of 430.24 thousand shares representing 8.09% of the FLTB ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 446.26 thousand shares or 8.39% of the ownership worth more than $22.37M.

Is Fidelity Limited Term Bond 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 FLTB is concerned, it is a stock which is not optionable.

Is there a short position on FLTB's shares?

Number of FLTB 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 FLTB shares are there?

As of today, null shares of FLTB are outstanding.

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

FLTB 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 FLTB is null.

Fidelity Term Bond ETF (FLTB) 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. CETERA INVESTMENT ADVISERS is the top corporate investor, holding 64.19K shares valued at $3.22M. A 1.21% stake in Fidelity Limited Term Bond ETF is owned by the company. UBS GROUP AG owns 430.24K shares valued at $21.57M, which translates its holding of 8.09% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.21%	64.19K	3.22M	4.2K	+6.99%
Jun 30, 2026	UBS GROUP AG	8.09%	430.24K	21.57M	-21.07K	-4.67%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	8.39%	446.26K	22.37M	72.54K	+19.41%
Jun 30, 2026	ALONGSIDE, LLC	0.23%	12.33K	618.16K	12.33K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	23.66K	1.18M	860	+3.77%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.41%	75.27K	3.79M	21.69K	+40.49%
Jun 30, 2026	FIDELIS WEALTH ADVISORS LLC	0.94%	49.91K	2.5M	49.91K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.54%	81.8K	4.1M	10.09K	+14.07%
Jun 30, 2026	CLEARWAVE CAPITAL, LLC	0.61%	32.24K	1.62M	3.12K	+10.73%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.15%	114.49K	5.74M	100.72K	+731.36%
Jun 30, 2026	49 WEALTH MANAGEMENT, LLC	0.23%	12.33K	618.16K	12.33K	+100.00%
Jun 30, 2026	CORE WEALTH ADVISORS, INC.	0.25%	13.25K	664.42K	13.25K	+100.00%
Jun 30, 2026	HOXTON PLANNING & MANAGEMENT, LLC	0.31%	16.26K	815.11K	139	+0.86%
Jun 30, 2026		0.23%	12.33K	618.16K	12.33K	+100.00%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.43%	22.96K	1.15M	44	+0.19%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.81%	42.93K	2.15M	5.82K	+15.69%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.82%	43.77K	2.19M	10.98K	+33.50%
Jun 30, 2026	COLONY GROUP, LLC	0.86%	45.57K	2.28M	27.95K	+158.59%
Jun 30, 2026	ROYAL BANK OF CANADA	2.44%	129.64K	6.5M	4.98K	+4.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.07%	163.46K	8.2M	83.1K	+103.41%
Jun 30, 2026	HOLOS INTEGRATED WEALTH LLC	3.73%	198.58K	9.94M	35.12K	+21.48%
Jun 30, 2026	LPL FINANCIAL LLC	4.12%	219.26K	10.99M	-78.58K	-26.38%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	17.35%	923.05K	46.27M	79.89K	+9.48%
Jun 30, 2026	JPMORGAN CHASE & CO	0.48%	25.3K	1.27M	872	+3.57%
Jun 30, 2026	GREAT LAKES RETIREMENT, INC.	0.65%	34.75K	1.75M	2.04K	+6.23%
Jun 30, 2026	SAVANT CAPITAL, LLC	1.25%	66.48K	3.33M	10.48K	+18.71%
Jun 30, 2026	MORGAN STANLEY	6.26%	332.98K	16.69M	248	+0.07%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.9%	367.41K	18.42M	39.04K	+11.89%
Jun 30, 2026	CLEARSTEAD TRUST, LLC	0.09%	4.65K	233.11K	0	0
Jun 30, 2026	FMR LLC	0.09%	4.76K	238.82K	-1.39K	-22.52%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.1%	5.57K	279.14K	207	+3.86%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.11%	5.71K	286K	5.71K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	6.5K	325.83K	57	+0.88%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	7.14K	358.08K	6.94K	+3,436.14%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.17%	9.24K	464.77K	308	+3.45%
Jun 30, 2026	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.18%	9.72K	487.22K	-170	-1.72%
Jun 30, 2026	BG INVESTMENT SERVICES, INC.	0.2%	10.77K	539.84K	1.02K	+10.49%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.21%	11K	551.43K	11K	+100.00%
Jun 30, 2026	CAHILL FINANCIAL ADVISORS INC	0.21%	11.18K	560.51K	56	+0.50%
Jun 30, 2026	SOLTIS INVESTMENT ADVISORS LLC	0.23%	12.26K	614.39K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.32%	16.91K	847.85K	-29	-0.17%
Jun 30, 2026	NORRIS PERNE & FRENCH LLP/MI	0.32%	16.98K	851.09K	1.88K	+12.47%
Jun 30, 2026	CENTURION WEALTH MANAGEMENT LLC	0.34%	17.96K	900.15K	-1.67K	-8.52%
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.4%	21.29K	1.07M	3.11K	+17.10%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.69%	36.49K	1.83M	6.45K	+21.47%
Jun 30, 2026	GSB WEALTH MANAGEMENT, LLC	0.71%	37.73K	1.89M	1.4K	+3.84%
Jun 30, 2026	ISLAY CAPITAL MANAGEMENT, LLC	0.73%	38.75K	1.94M	3.16K	+8.86%
Jun 30, 2026	ADVISOR OS, LLC	0.78%	41.36K	2.07M	17.51K	+73.38%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.54%	28.51K	1.43M	-2.9K	-9.22%
Jun 30, 2026	CITADEL ADVISORS LLC	0.48%	25.29K	1.27M	25.29K	+100.00%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.32%	17.15K	859.83K	-2.07K	-10.78%
Jun 30, 2026	RESOLUTE CAPITAL, LLC	0.31%	16.58K	830.96K	3.98K	+31.59%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	2.01%	106.85K	5.36M	24.43K	+29.64%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	1.77%	94.39K	4.73M	6.81K	+7.78%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.51%	80.25K	4.02M	-56.75K	-41.42%
Jun 30, 2026	SALUS FINANCIAL ADVISORS, LLC	1.49%	79.43K	3.98M	5.98K	+8.13%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.56%	29.68K	1.49M	29.68K	+100.00%
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.56%	29.8K	1.49M	29.8K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1.04%	55.13K	2.76M	55.13K	+100.00%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	1.01%	53.61K	2.69M	17.84K	+49.86%
Jun 30, 2026	MERKKURI WEALTH ADVISORS LLC	1.14%	60.61K	3.04M	60.61K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	4.49K	225.46K	-482	-9.70%
Mar 31, 2026	JPMORGAN CHASE & CO	0.46%	24.43K	1.22M	12.99K	+113.53%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.56%	30.04K	1.51M	-4.18K	-12.20%
Mar 31, 2026	FMR LLC	0.12%	6.15K	309.1K	1.97K	+47.00%
Mar 31, 2026		0.15%	8.24K	414.12K	-27	-0.33%
Mar 31, 2026	BG INVESTMENT SERVICES, INC.	0.18%	9.75K	489.98K	1.68K	+20.80%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	1.65%	87.58K	4.4M	3.18K	+3.76%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.57%	137K	6.89M	-1.86K	-1.34%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	6.44K	323.9K	731	+12.80%
Mar 31, 2026	UNITED ADVISOR GROUP, LLC	0.17%	8.93K	450.52K	459	+5.42%
Mar 31, 2026	IFP ADVISORS, INC	0.17%	9.02K	453.54K	-915	-9.21%
Mar 31, 2026	HOLOS INTEGRATED WEALTH LLC	3.07%	163.46K	8.21M	406	+0.25%
Mar 31, 2026	LPL FINANCIAL LLC	5.6%	297.84K	14.97M	9.36K	+3.24%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.17%	328.37K	16.51M	-14.04K	-4.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.02%	373.72K	18.79M	62.61K	+20.13%
Mar 31, 2026	ROXBURY FINANCIAL LLC	0.04%	2.1K	105.34K	519	+32.91%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	2.31K	116.18K	739	+47.04%
Mar 31, 2026	CLARITY ASSET MANAGEMENT, INC.	0.07%	3.75K	188.37K	3.75K	+100.00%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.07%	3.98K	200.08K	0	0
Mar 31, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.08%	4.32K	217.32K	4.32K	+100.00%
Mar 31, 2026	CLEARSTEAD TRUST, LLC	0.09%	4.65K	233.76K	0	0
Mar 31, 2026	BENJAMIN EDWARDS INC	0.1%	5.12K	257.28K	684	+15.43%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.1%	5.26K	264.22K	5.26K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.1%	5.36K	269.51K	5.36K	+100.00%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.67%	35.78K	1.8M	-3.67K	-9.31%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.68%	36.33K	1.83M	268	+0.74%
Mar 31, 2026	UBS GROUP AG	8.48%	451.31K	22.69M	-6.98K	-1.52%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.26%	13.77K	692.27K	1.21K	+9.60%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.59%	31.4K	1.59M	10.7K	+51.64%
Mar 31, 2026	GREAT LAKES RETIREMENT, INC.	0.61%	32.71K	1.65M	2.39K	+7.89%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.62%	32.79K	1.65M	8.11K	+32.85%
Mar 31, 2026	ISLAY CAPITAL MANAGEMENT, LLC	0.67%	35.6K	1.79M	6.07K	+20.54%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.7%	37.11K	1.86M	2.58K	+7.47%
Mar 31, 2026	ASSETMARK, INC	0.99%	52.63K	2.65M	-804	-1.50%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.01%	53.58K	2.69M	15.54K	+40.86%
Mar 31, 2026	JANE STREET GROUP, LLC	1.01%	53.68K	2.7M	26.2K	+95.37%
Mar 31, 2026	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.19%	9.89K	497.1K	0	0
Mar 31, 2026	REHMANN CAPITAL ADVISORY GROUP	0.2%	10.49K	527.14K	1.13K	+12.13%
Mar 31, 2026	CAHILL FINANCIAL ADVISORS INC	0.21%	11.13K	559.26K	51	+0.46%
Mar 31, 2026	SOLTIS INVESTMENT ADVISORS LLC	0.23%	12.26K	616.11K	0	0
Mar 31, 2026	NORRIS PERNE & FRENCH LLP/MI	0.28%	15.1K	758.9K	10	+0.07%
Mar 31, 2026	HOXTON PLANNING & MANAGEMENT, LLC	0.3%	16.12K	810.4K	16.12K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.32%	16.94K	850.49K	15.19K	+867.01%
Mar 31, 2026	COLONY GROUP, LLC	0.33%	17.62K	885.89K	-645	-3.53%
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.34%	18.18K	914.11K	-731	-3.86%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.36%	19.23K	966.44K	-6.69K	-25.82%
Mar 31, 2026	CENTURION WEALTH MANAGEMENT LLC	0.37%	19.63K	986.74K	40	+0.20%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	22.8K	1.15M	4.8K	+26.64%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.43%	22.92K	1.15M	-170	-0.74%
Mar 31, 2026	ADVISOR OS, LLC	0.45%	23.86K	1.2M	6.72K	+39.23%
Mar 31, 2026	SAVANT CAPITAL, LLC	1.05%	56K	2.82M	21.34K	+61.57%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.13%	59.99K	3.02M	16.57K	+38.16%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.35%	71.71K	3.61M	55.08K	+331.05%
Mar 31, 2026	SALUS FINANCIAL ADVISORS, LLC	1.38%	73.46K	3.69M	7.36K	+11.13%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.51%	80.36K	4.04M	-25.39K	-24.01%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.55%	82.42K	4.14M	-30.8K	-27.20%
Mar 31, 2026	ROYAL BANK OF CANADA	2.34%	124.66K	6.27M	14.44K	+13.10%
Mar 31, 2026	MORGAN STANLEY	6.25%	332.73K	16.73M	33.59K	+11.23%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.85%	843.16K	42.39M	154.26K	+22.39%
Dec 31, 2025	LPL FINANCIAL LLC	5.42%	288.48K	14.61M	45.43K	+18.69%
Dec 31, 2025	HOLOS INTEGRATED WEALTH LLC	3.06%	163.06K	8.27M	15.66K	+10.62%
Dec 31, 2025	SIGMA PLANNING CORP	0.17%	9.08K	460.14K	9.08K	+100.00%
Dec 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.19%	9.89K	500.95K	-800	-7.48%
Dec 31, 2025	IFP ADVISORS, INC	0.19%	9.94K	503.41K	1.08K	+12.14%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.61%	138.85K	7.03M	75.53K	+119.28%
Dec 31, 2025		0.21%	11.07K	560.76K	11.07K	+100.00%
Dec 31, 2025	CAHILL FINANCIAL ADVISORS INC	0.21%	11.07K	561.01K	505	+4.78%
Dec 31, 2025	JPMORGAN CHASE & CO	0.22%	11.44K	579.66K	731	+6.82%
Dec 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.23%	12.26K	620.89K	0	0
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.11%	5.71K	289.36K	51	+0.90%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.11%	6.04K	306.04M	6.04K	+100.00%
Dec 31, 2025	ASSETMARK, INC	1%	53.43K	2.71M	-4.24K	-7.34%
Dec 31, 2025	DENTGROUP LLC	0.17%	9.04K	457.8K	-1.73K	-16.09%
Dec 31, 2025	ROXBURY FINANCIAL LLC	0.03%	1.58K	79.9K	16	+1.02%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	1.75K	88.76K	1.75K	+100.00%
Dec 31, 2025	ADVISORNET FINANCIAL, INC	0.03%	1.76K	88.96K	1.44K	+459.24%
Dec 31, 2025	COMERICA BANK	0.04%	2K	101.32K	2K	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	2.26K	114.49K	2.26K	+100.00%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.07%	3.98K	201.63K	0	0
Dec 31, 2025	BENJAMIN EDWARDS INC	0.08%	4.43K	224.62K	4.43K	+100.00%
Dec 31, 2025	CLEARSTEAD TRUST, LLC	0.09%	4.65K	235.57K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.15%	8.01K	405.98K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.71%	38.04K	1.93M	28.81K	+312.03%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	2.13%	113.22K	5.74M	61.17K	+117.53%
Dec 31, 2025	ROYAL BANK OF CANADA	2.07%	110.22K	5.58M	106.68K	+3,016.06%
Dec 31, 2025	JANE STREET GROUP, LLC	0.52%	27.48K	1.39M	27.48K	+100.00%
Dec 31, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.56%	29.53K	1.5M	-4.89K	-14.19%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.65%	87.97K	4.46M	3.45K	+4.08%
Dec 31, 2025	SALUS FINANCIAL ADVISORS, LLC	1.24%	66.1K	3.35M	3K	+4.76%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.49%	25.92K	1.31M	-31.67K	-55.00%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.48%	25.66K	1.3M	-7.08K	-21.62%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.44%	342.42K	17.35M	12.56K	+3.81%
Dec 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.18%	9.35K	473.81K	-1	-0.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	12.57K	636.54K	1.5K	+13.59%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.27%	14.38K	728K	-9.33K	-39.35%
Dec 31, 2025	UBS GROUP AG	8.61%	458.29K	23.22M	-135.03K	-22.76%
Dec 31, 2025	BG INVESTMENT SERVICES, INC.	0.15%	8.07K	408.76K	2.44K	+43.25%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.16%	8.47K	430.71K	-1.41K	-14.29%
Dec 31, 2025	NORRIS PERNE & FRENCH LLP/MI	0.28%	15.09K	764.26K	1.9K	+14.39%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.31%	16.64K	842.82K	-1.15K	-6.44%
Dec 31, 2025	ADVISOR OS, LLC	0.32%	17.13K	868.03K	674	+4.09%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.34%	18K	913.16K	-6.37K	-26.15%
Dec 31, 2025	COLONY GROUP, LLC	0.34%	18.27K	925.44K	-376	-2.02%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.36%	18.92K	958.23K	375	+2.02%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.37%	19.59K	992.39K	-509	-2.53%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.39%	20.71K	1.05M	7.53K	+57.15%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.43%	23.09K	1.17M	-21.21K	-47.88%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.46%	24.68K	1.25M	2.63K	+11.94%
Dec 31, 2025	GREAT LAKES RETIREMENT, INC.	0.57%	30.31K	1.54M	1.21K	+4.16%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.64%	34.22K	1.73M	7.64K	+28.75%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.65%	34.53K	1.75M	180	+0.52%
Dec 31, 2025	MORGAN STANLEY	5.62%	299.14K	15.15M	61.79K	+26.03%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.85%	311.11K	15.76M	32.99K	+11.86%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	4.97K	251.63K	-3.79K	-43.26%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.65%	34.66K	1.76M	15.75K	+83.31%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.74%	39.45K	2M	-2.75K	-6.52%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.82%	43.42K	2.2M	18.02K	+70.93%
Dec 31, 2025	REGAL INVESTMENT ADVISORS LLC	1.59%	84.4K	4.28M	3.46K	+4.27%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.99%	105.75K	5.36M	-2.72K	-2.51%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	12.95%	688.9K	34.9M	556.24K	+419.32%
Dec 31, 2025	INVESTMENT RESEARCH & ADVISORY GROUP, INC.	0.02%	811	41.09K	811	+100.00%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.14K	57.9K	-174	-13.21%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.68%	36.07K	1.83M	-382	-1.05%
Sep 30, 2025	ROXBURY FINANCIAL LLC	0.03%	1.56K	79.07K	17	+1.10%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.15%	8.01K	405.98K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	4.56%	243.05K	12.31M	123.3K	+102.96%
Sep 30, 2025	GREAT LAKES RETIREMENT, INC.	0.55%	29.1K	1.47M	1.77K	+6.48%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.5%	26.58K	1.35M	7.63K	+40.24%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.2%	10.75K	544.7K	-622	-5.47%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.48%	25.4K	1.29M	15.13K	+147.32%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	24.38K	1.24M	-3.43K	-12.34%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.35%	18.54K	939.24K	1.29K	+7.48%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.27%	14.36K	727.23K	49	+0.34%
Sep 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0.25%	13.19K	668.09K	-1.19K	-8.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	11.06K	560.4K	1.16K	+11.68%
Sep 30, 2025	ADVISOR OS, LLC	0.31%	16.46K	833.85K	1.68K	+11.39%
Sep 30, 2025	UBS GROUP AG	11.13%	593.32K	30.06M	459	+0.08%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.19%	329.86K	16.71M	-6.89K	-2.05%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	5.22%	278.12K	14.09M	48.29K	+21.01%
Sep 30, 2025	FMR LLC	0.06%	3.2K	161.87K	2.79K	+696.76%
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.02%	1.32K	66.73K	3	+0.23%
Sep 30, 2025	MMA ASSET MANAGEMENT LLC	0.02%	1.04K	52.63K	1.04K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	600	30.41K	-164	-21.47%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	314	15.91K	314	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	227	11.5K	10	+4.61%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	198	10.03K	-954	-82.81%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	160	8.11K	0	0
Sep 30, 2025	BRYN MAWR TRUST CO	0%	55	2.79K	0	0
Sep 30, 2025	NEW MILLENNIUM GROUP LLC	0%	13	638	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	1	72	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.49%	132.66K	6.72M	17.69K	+15.39%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.59%	84.51K	4.28M	82.18K	+3,519.40%
Sep 30, 2025	REGAL INVESTMENT ADVISORS LLC	1.52%	80.95K	4.1M	2.24K	+2.85%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	63.32K	3.21M	4.6K	+7.82%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.79%	42.2K	2.14M	2.32K	+5.82%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.44%	23.71K	1.2M	-5.9K	-19.93%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.38%	20.1K	1.02M	20.1K	+100.00%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.35%	18.91K	957.89K	2.57K	+15.69%
Sep 30, 2025	COLONY GROUP, LLC	0.35%	18.64K	944.49K	-805	-4.14%
Sep 30, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.61%	32.74K	1.66M	32.74K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.25%	13.18K	667.6K	8.28K	+169.27%
Sep 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.23%	12.26K	620.89K	0	0
Sep 30, 2025	DENTGROUP LLC	0.2%	10.77K	545.59K	164	+1.55%
Sep 30, 2025	JPMORGAN CHASE & CO	0.2%	10.71K	542.63K	-984	-8.41%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.11%	5.66K	286.81K	-2.98K	-34.46%
Sep 30, 2025	BG INVESTMENT SERVICES, INC.	0.11%	5.63K	285.39K	5.63K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.09%	4.86K	246.16K	4.86K	+100.00%
Sep 30, 2025	HOLOS INTEGRATED WEALTH LLC	2.77%	147.4K	7.48M	8.82K	+6.36%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.41%	22.05K	1.12M	4.65K	+26.70%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.33%	17.78K	900.9K	-1.69K	-8.70%
Sep 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.2%	10.69K	541.52K	0	0
Sep 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.2%	10.57K	535.42K	-6.03K	-36.32%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.19%	9.88K	501.45K	2.39K	+31.88%
Sep 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.18%	9.35K	473.86K	-69	-0.73%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	9.23K	468.51K	3.96K	+75.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	8.75K	443.48K	8.75K	+100.00%
Sep 30, 2025	MORGAN STANLEY	4.45%	237.36K	12.02M	23.22K	+10.84%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.04%	108.46K	5.5M	11.57K	+11.94%
Sep 30, 2025	CLEARSTEAD TRUST, LLC	0.09%	4.65K	235.57K	4.65K	+100.00%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.07%	3.98K	201.63K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.07%	3.54K	179K	1.5K	+73.64%
Sep 30, 2025	SALUS FINANCIAL ADVISORS, LLC	1.18%	63.1K	3.2M	3.04K	+5.07%
Sep 30, 2025	ASSETMARK, INC	1.08%	57.66K	2.92M	-1.86K	-3.12%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.08%	57.59K	2.92M	-58.82K	-50.53%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.98%	52.05K	2.64M	47.76K	+1,114.94%
Sep 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	0.97%	51.44K	2.61M	1.42K	+2.83%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.83%	44.29K	2.24M	20.84K	+88.90%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.68%	36.45K	1.85M	546	+1.52%
Sep 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.65%	34.42K	1.74M	-110	-0.32%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.64%	34.35K	1.74M	6.46K	+23.18%
Sep 30, 2025	IFP ADVISORS, INC	0.17%	8.86K	448.9K	79	+0.90%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	4.28K	215.91K	4.28K	+100.00%
Jun 30, 2025		1.26%	60.06K	3.03M	4.38K	+7.86%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	5.27K	265.44K	2.79K	+112.58%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.16%	7.49K	379.04K	613	+8.91%
Jun 30, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.26%	12.26K	617.7K	0	0
Jun 30, 2025	SAVANT CAPITAL, LLC	0.34%	16.34K	823.69K	2.42K	+17.36%
Jun 30, 2025	ASSETMARK, INC	1.25%	59.52K	3M	-4.39K	-6.86%
Jun 30, 2025	IFP ADVISORS, INC	0.18%	8.78K	442.63K	-1.57K	-15.13%
Jun 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0.3%	14.37K	724.43K	419	+3.00%
Jun 30, 2025	CAHILL FINANCIAL ADVISORS INC	0.35%	16.6K	836.43K	100	+0.61%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.1%	4.89K	246.66K	689	+16.39%
Jun 30, 2025	DENTGROUP LLC	0.22%	10.61K	534.56K	1.57K	+17.37%
Jun 30, 2025	JPMORGAN CHASE & CO	0.25%	11.7K	589.44K	916	+8.50%
Jun 30, 2025	ADVISOR OS, LLC	0.31%	14.78K	744.77K	2.33K	+18.69%
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.36%	17.25K	869.4K	38	+0.22%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.4%	18.95K	955K	-4.11K	-17.82%
Jun 30, 2025	GREAT LAKES RETIREMENT, INC.	0.57%	27.33K	1.38M	2.42K	+9.72%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.58%	27.89K	1.41M	27.89K	+100.00%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.08%	3.9K	196.56K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	27.81K	1.4M	-2.13K	-7.11%
Jun 30, 2025	COMPASS ION ADVISORS, LLC	0.08%	3.98K	200.59K	3.98K	+100.00%
Jun 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.2%	9.64K	485.88K	9.64K	+100.00%
Jun 30, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.22%	10.69K	538.74K	2	+0.02%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.24%	11.37K	573.25K	-110	-0.96%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	14.31K	721.03K	8	+0.06%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.36%	17.4K	876.96K	2.82K	+19.36%
Jun 30, 2025	COLONY GROUP, LLC	0.41%	19.45K	980.21K	-669	-3.33%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.75%	35.9K	1.81M	542	+1.53%
Jun 30, 2025	FMR LLC	0.01%	401	20.22M	100	+33.22%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	487	24.55K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	764	38.53K	764	+100.00%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.02%	1.11K	55.02K	-2	-0.18%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.03%	1.31K	66.22K	-1.06K	-44.67%
Jun 30, 2025	ROYAL BANK OF CANADA	0.04%	2.04K	103K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	2.34K	117.67M	2.34K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	5.2K	262.23K	5.2K	+100.00%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	8.64K	435.34K	-2.37K	-21.50%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	9.91K	499.21K	438	+4.63%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	10.27K	517.66K	10.27K	+100.00%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.17%	8.01K	403.89K	0	0
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.49%	23.45K	1.18M	2.37K	+11.23%
Jun 30, 2025	REHMANN CAPITAL ADVISORY GROUP	0.2%	9.42K	474.91K	36	+0.38%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	7.06%	336.75K	16.97M	9.31K	+2.84%
Jun 30, 2025	SALUS FINANCIAL ADVISORS, LLC	1.26%	60.06K	3.03M	4.38K	+7.86%
Jun 30, 2025	HOLOS INTEGRATED WEALTH LLC	2.9%	138.58K	6.99M	20.27K	+17.14%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.62%	29.61K	1.49M	29.61K	+100.00%
Jun 30, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.72%	34.53K	1.74M	-5.83K	-14.44%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.84%	39.88K	2.01M	-3.8K	-8.70%
Jun 30, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	1.05%	50.03K	2.52M	2.19K	+4.57%
Jun 30, 2025	JANE STREET GROUP, LLC	1.12%	53.27K	2.68M	19.29K	+56.78%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.23%	58.73K	2.96M	53.71K	+1,069.41%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.03%	96.9K	4.89M	15.7K	+19.34%
Jun 30, 2025	REGAL INVESTMENT ADVISORS LLC	1.65%	78.71K	3.97M	1.8K	+2.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.41%	114.96K	5.79M	21.2K	+22.61%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	2.44%	116.4K	5.87M	44K	+60.76%
Jun 30, 2025	LPL FINANCIAL LLC	2.51%	119.75K	6.04M	26.79K	+28.82%
Jun 30, 2025	MORGAN STANLEY	4.49%	214.14K	10.79B	34.21K	+19.01%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.82%	229.83K	11.58M	26.7K	+13.15%
Jun 30, 2025	UBS GROUP AG	12.43%	592.86K	29.88M	28.64K	+5.08%
Mar 31, 2025	ADVISOR OS, LLC	0.28%	12.45K	623.64K	4.56K	+57.73%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.31%	13.93K	697.55K	3.8K	+37.58%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.08%	93.76K	4.7M	14.42K	+18.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	9.47K	474.2K	5.05K	+114.38%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.51%	23.06K	1.16M	1.96K	+9.29%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	7.26%	327.44K	16.4M	11.83K	+3.75%
Mar 31, 2025	UBS GROUP AG	12.5%	564.22K	28.26M	75.13K	+15.36%
Mar 31, 2025	ISLAY CAPITAL MANAGEMENT, LLC	0.89%	40.36K	2.02M	31.48K	+354.86%
Mar 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.78%	35.36K	1.77M	543	+1.56%
Mar 31, 2025	CITADEL ADVISORS LLC	0.56%	25.2K	1.26M	-15.31K	-37.79%
Mar 31, 2025	CAHILL FINANCIAL ADVISORS INC	0.37%	16.5K	826.26K	16.5K	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	29.94K	1.5M	-10.1K	-25.22%
Mar 31, 2025		0.06%	2.51K	125.73K	0	0
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.18%	8.01K	401.41K	0	0
Mar 31, 2025	AVISO FINANCIAL INC.	0.2%	8.92K	446.36K	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.45%	20.12K	1.01M	-1.65K	-7.60%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	1.6%	72.41K	3.63M	5.81K	+8.72%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.09%	3.9K	195.35K	0	0
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.15%	6.88K	345.88K	173	+2.58%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.24%	11K	551.17K	-3.54K	-24.33%
Mar 31, 2025	SOLTIS INVESTMENT ADVISORS LLC	0.27%	12.26K	613.9K	0	0
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.47%	21.08K	1.06M	21.08K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	2.06%	92.96K	4.66M	-12.25K	-11.64%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.32%	14.58K	730.24K	4.5K	+44.64%
Mar 31, 2025	REGAL INVESTMENT ADVISORS LLC	1.7%	76.91K	3.85M	-190	-0.25%
Mar 31, 2025	REHMANN CAPITAL ADVISORY GROUP	0.21%	9.39K	470.17K	1.57K	+20.03%
Mar 31, 2025	IFP ADVISORS, INC	0.23%	10.35K	518.33K	-1.9K	-15.48%
Mar 31, 2025	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.24%	10.69K	535.32K	-593	-5.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.75%	33.98K	1.7M	25.8K	+315.46%
Mar 31, 2025	MORGAN STANLEY	3.99%	179.93K	9.01M	21.95K	+13.90%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	2.04K	102K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.05%	2.38K	117.88K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	2.48K	124.02K	2.02K	+441.48%
Mar 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.1%	4.52K	226.58K	195	+4.51%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	5.02K	252K	461	+10.11%
Mar 31, 2025	DENTGROUP LLC	0.2%	9.04K	452.63K	-1.06K	-10.47%
Mar 31, 2025	JPMORGAN CHASE & CO	0.24%	10.78K	539.93K	-3.35K	-23.68%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.25%	11.48K	575.23K	11.48K	+100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.27%	12.12K	604K	0	0
Mar 31, 2025	NORRIS PERNE & FRENCH LLP/MI	0.31%	13.96K	699.02K	2.26K	+19.36%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	14.3K	716.2K	-202	-1.39%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.8%	81.2K	4.07M	6.31K	+8.42%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.5%	203.13K	10.17M	31.35K	+18.25%
Mar 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.38%	17.21K	862.15K	17.21K	+100.00%
Mar 31, 2025	GREAT LAKES RETIREMENT, INC.	0.55%	24.91K	1.25M	-1.17K	-4.48%
Mar 31, 2025	BEAUMONT CAPITAL MANAGEMENT, LLC	1.06%	47.84K	2.4M	47.84K	+100.00%
Mar 31, 2025	ASSETMARK, INC	1.42%	63.91K	3.2M	63.91K	+100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.97%	43.68K	2.19M	-504	-1.14%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.09%	4.21K	210.63K	4.21K	+100.00%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.24%	6.94K	340.31K	6.94K	+100.00%
Mar 31, 2024	WEALTH MANAGEMENT RESOURCES, INC.	0.2%	5.93K	290.98K	-610	-9.32%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.24%	6.89K	337.75K	-219	-3.08%
Mar 31, 2024	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.44%	12.8K	627.58K	-493	-3.71%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.45%	13.31K	652.82K	5.37K	+67.56%
Mar 31, 2024	SOLTIS INVESTMENT ADVISORS LLC	0.47%	13.62K	667.85K	0	0
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.48%	14.25K	699K	-2.39K	-14.35%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.52%	15.29K	749.65K	-1.5K	-8.94%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.54%	15.76K	773K	-26	-0.16%
Mar 31, 2024	CITADEL ADVISORS LLC	0.62%	18.47K	905.86K	6.04K	+48.64%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.75%	22.44K	1.1M	22.44K	+100.00%
Mar 31, 2024	ISLAY CAPITAL MANAGEMENT, LLC	0.83%	24.24K	1.19M	1.15K	+4.97%
Mar 31, 2024	LPL FINANCIAL LLC	0.85%	25.32K	1.24M	-14.57K	-36.52%
Mar 31, 2024	LEVY WEALTH MANAGEMENT GROUP, LLC	0.99%	28.82K	1.42M	0	0
Mar 31, 2024	GSB WEALTH MANAGEMENT, LLC	1.13%	33.06K	1.62M	930	+2.89%
Mar 31, 2024	MORGAN STANLEY	2.77%	82.48K	4.05M	-881	-1.06%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	7.99%	233.7K	11.46M	233.7K	+100.00%
Mar 31, 2024	CLARITY ASSET MANAGEMENT, INC.	0%	126	6.19K	1	+0.80%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.01%	188	9K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	395	19.37K	0	0
Mar 31, 2024	CWM, LLC	0.02%	465	23K	-315	-40.38%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.02%	487	23.89K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.03%	735	36.07K	4	+0.55%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	1.14K	56K	-1.51K	-56.99%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.05%	1.34K	65.73K	3	+0.22%
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.09%	2.6K	127.47K	3	+0.12%
Mar 31, 2024	ANCORA ADVISORS, LLC	0.13%	3.9K	191.28K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	4.42K	216.78K	-1.85K	-29.49%
Mar 31, 2024	SIGMA PLANNING CORP	0.15%	4.45K	218.12K	-15.81K	-78.05%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.15%	4.59K	225.86K	-270	-5.56%
Mar 31, 2024	GREATMARK INVESTMENT PARTNERS, INC.	0.16%	4.61K	226.1K	-1.59K	-25.65%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	5.38K	264K	-22	-0.41%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.2%	5.71K	280.1K	560	+10.87%
Mar 31, 2024	REHMANN CAPITAL ADVISORY GROUP	0.27%	7.83K	383.97K	331	+4.42%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.29%	8.35K	409.46K	2.69K	+47.43%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.3%	8.86K	434.71K	2.74K	+44.75%
Mar 31, 2024	NICOLET ADVISORY SERVICES, LLC	0.32%	9.5K	465.07K	-6	-0.06%
Mar 31, 2024	ADVISOR OS, LLC	0.23%	6.65K	326.28K	1.24K	+22.82%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.4%	11.63K	570.3K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.89%	56.27K	2.76M	-5.69K	-9.19%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	2.41%	70.5K	3.46M	70.5K	+100.00%
Mar 31, 2024	NORRIS PERNE & FRENCH LLP/MI	0.34%	9.89K	485.26K	-67.33K	-87.19%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.36%	10.63K	521.25K	0	0
Mar 31, 2024	HOYLECOHEN, LLC	0.82%	24.02K	1.18M	0	0
Mar 31, 2024	JANE STREET GROUP, LLC	1.27%	37.86K	1.86M	-166.45K	-81.47%
Mar 31, 2024	VESTMARK ADVISORY SOLUTIONS, INC.	1.34%	39.11K	1.92M	8.45K	+27.57%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	2.17%	63.59K	3.12M	-71.66K	-52.98%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	5.32%	158.27K	7.77M	-12.68K	-7.42%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	5.6%	166.67K	8.17M	-126.77K	-43.20%
Mar 31, 2024	UBS GROUP AG	5.62%	167.35K	8.21M	-67.7K	-28.80%
Mar 31, 2024	OMNISTAR FINANCIAL GROUP, INC.	0%	0	-	-11.37K	-100.00%
Mar 31, 2024	NARUS FINANCIAL PARTNERS, LLC	0%	0	-	-5.04K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.01K	-100.00%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-200	-100.00%
Mar 31, 2024	FMR LLC	0%	1	49	1	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	49	0	0
Mar 31, 2024	FINANCIAL SYNERGIES WEALTH ADVISORS, INC.	0%	39	1.91K	39	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	6.24%	204.31K	10.05M	168.81K	+475.60%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	5.23%	170.94K	8.42M	-15.53K	-8.33%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	4.13%	135.25K	6.65M	3.46K	+2.62%
Dec 31, 2023	MORGAN STANLEY	2.55%	83.36K	4.1M	7.4K	+9.75%
Dec 31, 2023	NORRIS PERNE & FRENCH LLP/MI	2.36%	77.22K	3.8M	-1.25K	-1.60%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.89%	61.97K	3.05M	-4.98K	-7.44%
Dec 31, 2023	LPL FINANCIAL LLC	1.22%	39.89K	1.96M	-4.73K	-10.60%
Dec 31, 2023	GSB WEALTH MANAGEMENT, LLC	0.98%	32.13K	1.58M	-449	-1.38%
Dec 31, 2023	VESTMARK ADVISORY SOLUTIONS, INC.	0.94%	30.66K	1.51M	20.8K	+210.93%
Dec 31, 2023	LEVY WEALTH MANAGEMENT GROUP, LLC	0.88%	28.82K	1.42M	36	+0.13%
Dec 31, 2023	HOYLECOHEN, LLC	0.73%	24.02K	1.18M	24.02K	+100.00%
Dec 31, 2023	ISLAY CAPITAL MANAGEMENT, LLC	0.71%	23.1K	1.14M	11.29K	+95.65%
Dec 31, 2023	SIGMA PLANNING CORP	0.62%	20.26K	996.46K	-23.96K	-54.19%
Dec 31, 2023	WNY ASSET MANAGEMENT, LLC	0.51%	16.79K	825.65K	8.84K	+111.13%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	16.64K	819K	-4.96K	-22.96%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.48%	15.79K	777K	-2.21K	-12.26%
Dec 31, 2023	SOLTIS INVESTMENT ADVISORS LLC	0.42%	13.62K	669.82K	0	0
Dec 31, 2023	MCGLONE SUTTNER WEALTH MANAGEMENT, INC.	0.41%	13.29K	653.71K	-8.75K	-39.69%
Dec 31, 2023	CITADEL ADVISORS LLC	0.38%	12.43K	611.24K	-11.29K	-47.60%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.36%	11.63K	571.98K	1K	+9.41%
Dec 31, 2023	OMNISTAR FINANCIAL GROUP, INC.	0.35%	11.37K	559.28K	-398	-3.38%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.32%	10.63K	523.49K	0	0
Dec 31, 2023	NICOLET ADVISORY SERVICES, LLC	0.29%	9.51K	466.03K	-5.37K	-36.10%
Dec 31, 2023	IFP ADVISORS, INC	0.29%	9.44K	464.04K	-2.1K	-18.21%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.24%	7.94K	389.39K	1.45K	+22.38%
Dec 31, 2023	REHMANN CAPITAL ADVISORY GROUP	0.23%	7.5K	368.78K	-1.83K	-19.65%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.17%	5.66K	278.54K	-1.66K	-22.64%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.22%	7.11K	349.5K	7.11K	+100.00%
Dec 31, 2023	WEALTH MANAGEMENT RESOURCES, INC.	0.2%	6.54K	321.89K	-11.51K	-63.75%
Dec 31, 2023	UBS GROUP AG	7.18%	235.04K	11.56M	33.89K	+16.85%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.97%	293.44K	14.43M	2.5K	+0.86%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	6.27K	308.37K	-50.14K	-88.89%
Dec 31, 2023	GREATMARK INVESTMENT PARTNERS, INC.	0.19%	6.2K	304.98K	-4.03K	-39.39%
Dec 31, 2023		0.01%	395	19.43K	395	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	460	22.63K	0	0
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.01%	487	23.96K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.02%	731	35.93K	9	+1.25%
Dec 31, 2023	CWM, LLC	0.02%	780	38K	4	+0.52%
Dec 31, 2023	NEW MILLENNIUM GROUP LLC	0.02%	803	39.45K	-64	-7.38%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.03%	1.01K	49.44K	1.01K	+100.00%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.04%	1.34K	65.77K	3	+0.22%
Dec 31, 2023	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.08%	2.6K	127.72K	-870	-25.10%
Dec 31, 2023	ROYAL BANK OF CANADA	0.08%	2.65K	130K	27	+1.03%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.12%	3.9K	191.84K	-5.7K	-59.38%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.15%	4.86K	239.79M	0	0
Dec 31, 2023	NARUS FINANCIAL PARTNERS, LLC	0.15%	5.04K	247.67K	0	0
Dec 31, 2023	SAVANT CAPITAL, LLC	0.16%	5.15K	253.38K	101	+2.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	5.4K	266K	5.4K	+100.00%
Dec 31, 2023	ADVISOR OS, LLC	0.17%	5.42K	266.47K	13	+0.24%
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	0.19%	6.12K	301.19K	-683	-10.04%

Frequently Asked Questions