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

Who are the major shareholders selling Fidelity MSCI Consumer Staples Index ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in FSTA by -54.37% restricting it's holding to 64.34 thousand shares of worth nearly $3.38M. PRINCIPAL SECURITIES, INC. also lessened -39.02% of the FSTA shares from its portfolio, reducing its holding to 19.8 thousand shares of worth $1.04M. KDK PRIVATE WEALTH MANAGEMENT, LLC also shunned FSTA shares holding by -0.66% last quarter which brought its holding to 21.8 thousand shares worth $1.15M.

Investors who are buying FSTA stock?

As per its latest 13F filing, SOUTHERN CAPITAL ADVISORS, LLC increased its stake in FSTA by 2.2% in the last quarter. The institutional holder raised its holding to 65 thousand shares having worth more than $3.42M. SWEENEY & MICHEL, LLC also added 0.43% more shares of FSTA to its portfolio, raising its holding to 18.31 thousand shares of worth $986.46K. ONEASCENT FINANCIAL SERVICES LLC also increased its FSTA shares holding by 28.81% which brought its holding to 20.95 thousand shares worth $1.10M.

FSTA's major insiders: who are they?

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

Did an insider recently sell FSTA stock?

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

Which insider recently purchased FSTA stock?

There have been 0 transaction(s) during the past 6-months in which Fidelity MSCI Consumer Staples Index ETF insiders have bought stock, totalling 0 shares

How much of FSTA does insiders own?

Around 0 Fidelity MSCI Consumer Staples Index ETF shares are held by insiders, which represents about N/A of FSTA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FSTA?

ENVESTNET ASSET MANAGEMENT INC is the largest institutional owner in FSTA which holds 64.34 thousand shares worth $3.38M or 0.25% of the total FSTA shares outstanding followed by SOUTHERN CAPITAL ADVISORS, LLC with ownership of 65 thousand shares representing 0.25% of the FSTA ownership. SWEENEY & MICHEL, LLC is the third largest stakeholder with 18.31 thousand shares or 0.07% of the ownership worth more than $986.46K.

Is Fidelity MSCI Consumer Staples Index 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 FSTA is concerned, it is a stock which is optionable.

Is there a short position on FSTA's shares?

Number of FSTA 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 FSTA shares are there?

As of today, null shares of FSTA are outstanding.

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

FSTA 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 FSTA is null.

Fidelity MSCI Consumer Staples Index ETF (FSTA) 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. ENVESTNET ASSET MANAGEMENT INC is the top corporate investor, holding 64.34K shares valued at $3.38M. A 0.25% stake in Fidelity MSCI Consumer Staples Index ETF is owned by the company. SOUTHERN CAPITAL ADVISORS, LLC owns 65K shares valued at $3.42M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.25%	64.34K	3.38M	-76.66K	-54.37%
Jun 30, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.25%	65K	3.42M	1.4K	+2.20%
Jun 30, 2026	SWEENEY & MICHEL, LLC	0.07%	18.31K	986.46K	78	+0.43%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.08%	19.8K	1.04M	-12.67K	-39.02%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.08%	20.95K	1.1M	4.69K	+28.81%
Jun 30, 2026	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	21.8K	1.15M	-144	-0.66%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	22.65K	1.19M	1.93K	+9.32%
Jun 30, 2026	SMITH, SALLEY & ASSOCIATES	0.09%	23.28K	1.22M	-434	-1.83%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.1%	24.45K	1.28M	-415	-1.67%
Jun 30, 2026	ATLAS BROWN,INC.	0.1%	25.68K	1.35M	-381	-1.46%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	25.8K	1.36M	5.17K	+25.03%
Jun 30, 2026	HECK CAPITAL ADVISORS, LLC	0.1%	26.46K	1.39M	-333	-1.24%
Jun 30, 2026	MISSION WEALTH MANAGEMENT, LP	0.11%	27.26K	1.43M	27.26K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.11%	28.02K	1.47M	-928	-3.21%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.14%	35.04K	1.84M	-1.65K	-4.50%
Jun 30, 2026	LYNCH & ASSOCIATES/IN	0.14%	35.67K	1.87M	5.9K	+19.80%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.14%	35.77K	1.88M	4.14K	+13.08%
Jun 30, 2026	HERBST GROUP, LLC	0.15%	38.56K	2.03M	552	+1.45%
Jun 30, 2026	CITIGROUP INC	0.18%	46.37K	2.44M	-19.27K	-29.36%
Jun 30, 2026	YODER WEALTH MANAGEMENT, INC.	0.19%	47.77K	2.51M	611	+1.30%
Jun 30, 2026	UBS GROUP AG	0.34%	86.93K	4.57M	4.8K	+5.85%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.37%	96.34K	5.06M	8.86K	+10.13%
Jun 30, 2026	CACHETECH INC.	0.39%	100.97K	5.3M	3.29K	+3.37%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.41%	105.77K	5.56M	-3.12K	-2.87%
Jun 30, 2026	FINANCIAL PERSPECTIVES, INC	0.54%	139.63K	7.34M	3.96K	+2.92%
Jun 30, 2026	FISCHER FINANCIAL SERVICES, INC.	0.57%	147.16K	7.73M	3.46K	+2.41%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.58%	150.01K	7.88M	150K	+1,500,000.00%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.85%	219.17K	11.52M	3.39K	+1.57%
Jun 30, 2026	MAROTTA ASSET MANAGEMENT	0.86%	220.73K	11.61M	25.62K	+13.13%
Jun 30, 2026	MORGAN STANLEY	0.87%	224.73K	11.81M	7.73K	+3.56%
Jun 30, 2026	COMPASS FINANCIAL GROUP, INC/SD	1.37%	354.2K	18.61M	28.25K	+8.67%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	407.07K	21.39M	-1.55K	-0.38%
Jun 30, 2026	LPL FINANCIAL LLC	1.81%	466.28K	24.5M	-44.01K	-8.62%
Jun 30, 2026	AGF MANAGEMENT LTD	1.99%	514.03K	27.01M	8.71K	+1.72%
Jun 30, 2026	LIDO ADVISORS, LLC	5.12%	1.32M	69.43M	-37.24K	-2.74%
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.27%	69.79K	3.67M	2.32K	+3.43%
Jun 30, 2026	BELLWETHER ADVISORS, LLC	0.38%	98.69K	5.19M	-12.1K	-10.92%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.64%	164.07K	8.62M	42.07K	+34.48%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.8%	207.59K	10.91M	10.59K	+5.38%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.84%	474.78K	24.97M	108.16K	+29.50%
Jun 30, 2026	SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	10.94%	2.82M	148.38M	2.82M	+100.00%
Jun 30, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10.94%	2.82M	148.38M	177.76K	+6.72%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.12%	31.82K	1.67M	887	+2.87%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	31.88K	1.68M	897	+2.89%
Jun 30, 2026	FMR LLC	0.32%	81.63K	4.29M	5.22K	+6.84%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.33%	84.76K	4.45M	3.98K	+4.93%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.34%	87.63K	4.6M	51.04K	+139.50%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	75.64K	3.97M	-5.59K	-6.88%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.3%	78.15K	4.11M	7.34K	+10.36%
Jun 30, 2026	JPMORGAN CHASE & CO	0.12%	31.24K	1.67M	-25.32K	-44.76%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.29%	74.87K	3.93M	-7.4K	-9.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.37%	95.58K	5.02M	2.82K	+3.04%
Jun 30, 2026	ADAMS WEALTH MANAGEMENT	0.37%	95.87K	5.04M	2.04K	+2.18%
Jun 30, 2026	ROXBURY FINANCIAL LLC	0.22%	56.81K	2.98M	15	+0.03%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.18%	46.63K	2.45M	-2.88K	-5.81%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.28%	71.64K	3.76M	71.64K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.22%	56.91K	2.99M	-3.96K	-6.51%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	43.46K	2.28M	-810	-1.83%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.14%	35.08K	1.84M	4.9K	+16.25%
Jun 30, 2026	SIGMA PLANNING CORP	0.12%	31.83K	1.67M	-7.1K	-18.23%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.25%	64.51K	3.39M	-3.2K	-4.73%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.23%	58.93K	3.1M	-6.14K	-9.44%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.36%	92.76K	4.85M	37.32K	+67.31%
Mar 31, 2026	LYNCH & ASSOCIATES/IN	0.11%	29.77K	1.56M	-1.22K	-3.92%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.12%	30.18K	1.58M	-10.51K	-25.83%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.12%	30.93K	1.62M	1.75K	+6.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	30.99K	1.62M	-246	-0.79%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.12%	31.64K	1.66M	515	+1.65%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.13%	32.47K	1.7M	-20.13K	-38.27%
Mar 31, 2026	HERBST GROUP, LLC	0.15%	38K	1.99M	38K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.15%	38.93K	2.04M	7.38K	+23.39%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.31%	80.78K	4.23M	-1.78K	-2.15%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	44.27K	2.32M	18.74K	+73.40%
Mar 31, 2026	SOUTHERN CAPITAL ADVISORS, LLC	0.25%	63.6K	3.33M	55.28K	+664.55%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.25%	65.07K	3.41M	-13.51K	-17.19%
Mar 31, 2026	CITIGROUP INC	0.25%	65.64K	3.44M	31.1K	+90.03%
Mar 31, 2026	LIFEWORKS ADVISORS, LLC	0.26%	67.48K	3.53M	-11.3K	-14.34%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.26%	67.71K	3.54M	5.21K	+8.33%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.27%	70.81K	3.71M	3.29K	+4.88%
Mar 31, 2026	FMR LLC	0.29%	76.41K	4M	10.06K	+15.17%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	81.22K	4.25M	1.31K	+1.64%
Mar 31, 2026	UBS GROUP AG	0.32%	82.13K	4.3M	13.47K	+19.62%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.32%	82.27K	4.31M	3.03K	+3.82%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.34%	87.47K	4.58M	26.15K	+42.64%
Mar 31, 2026	LIDO ADVISORS, LLC	5.24%	1.36M	71.1M	16.88K	+1.26%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.54%	141K	7.38M	13.74K	+10.79%
Mar 31, 2026	FISCHER FINANCIAL SERVICES, INC.	0.55%	143.7K	7.52M	1.69K	+1.19%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC/SD	1.26%	325.95K	17.06M	32K	+10.88%
Mar 31, 2026	ATLAS BROWN,INC.	0.1%	26.06K	1.36M	-92	-0.35%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.1%	26.79K	1.4M	-1.54K	-5.43%
Mar 31, 2026	CREATIVE PLANNING	0.11%	28.95K	1.51M	16.49K	+132.34%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.41%	366.62K	19.2M	42.84K	+13.23%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10.2%	2.65M	138.48M	102.75K	+4.04%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.42%	108.89K	5.7M	-7.09K	-6.11%
Mar 31, 2026	BELLWETHER ADVISORS, LLC	0.43%	110.79K	5.8M	110.79K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.47%	122K	6.38M	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.49%	127.02K	6.65M	-33.49K	-20.86%
Mar 31, 2026	YODER WEALTH MANAGEMENT, INC.	0.18%	47.16K	2.47M	2.52K	+5.65%
Mar 31, 2026	ASSETMARK, INC	0.51%	133.11K	6.97M	1.6K	+1.22%
Mar 31, 2026	FINANCIAL PERSPECTIVES, INC	0.52%	135.68K	7.1M	5.89K	+4.54%
Mar 31, 2026	MAROTTA ASSET MANAGEMENT	0.75%	195.11K	10.17M	-6.79K	-3.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.19%	49.51K	2.59M	12.94K	+35.38%
Mar 31, 2026	JPMORGAN CHASE & CO	0.22%	56.56K	2.95M	-18.76K	-24.91%
Mar 31, 2026	ROXBURY FINANCIAL LLC	0.22%	56.79K	2.97M	232	+0.41%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.23%	60.87K	3.19M	5.42K	+9.78%
Mar 31, 2026	SWEENEY & MICHEL, LLC	0.07%	18.23K	952.74K	76	+0.42%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	18.65K	975.85K	-1.99K	-9.63%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.07%	19.36K	1.01M	-3.27K	-14.45%
Mar 31, 2026		0.07%	19.55K	1.05M	5.03K	+34.59%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.08%	20.63K	1.08M	12.94K	+168.32%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	20.64K	1.08M	2.03K	+10.93%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	20.72K	1.08M	1.44K	+7.44%
Mar 31, 2026	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.08%	21.94K	1.15M	-214	-0.97%
Mar 31, 2026	SMITH, SALLEY & ASSOCIATES	0.09%	23.71K	1.24M	367	+1.57%
Mar 31, 2026	FRG FAMILY WEALTH ADVISORS LLC	0.1%	25.21K	1.32M	0	0
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.14%	36.59K	1.91M	-17.03K	-31.77%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.14%	36.69K	1.92M	31.82K	+652.37%
Mar 31, 2026	ADAMS WEALTH MANAGEMENT	0.36%	93.83K	4.91M	-16.78K	-15.17%
Mar 31, 2026	CACHETECH INC.	0.38%	97.67K	5.11M	-12.93K	-11.69%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.76%	197K	10.31M	8.84K	+4.70%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.83%	215.78K	11.29M	-8.42K	-3.75%
Mar 31, 2026	MORGAN STANLEY	0.84%	217K	11.36M	636	+0.29%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	408.62K	21.38M	4.76K	+1.18%
Mar 31, 2026	AGF MANAGEMENT LTD	1.95%	505.33K	26.44M	-95.55K	-15.90%
Mar 31, 2026	LPL FINANCIAL LLC	1.97%	510.29K	26.7M	-14.15K	-2.70%
Dec 31, 2025	ROYAL BANK OF CANADA	0.09%	23.31K	1.15M	11.61K	+99.27%
Dec 31, 2025	SMITH, SALLEY & ASSOCIATES	0.1%	23.35K	1.15M	-126	-0.54%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	25.53K	1.26M	-1.98K	-7.19%
Dec 31, 2025	FRG FAMILY WEALTH ADVISORS LLC	0.1%	25.21K	1.24M	-1.6K	-5.97%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.27%	67.52K	3.32M	14.57K	+27.52%
Dec 31, 2025	UBS GROUP AG	0.28%	68.66K	3.38M	14.45K	+26.65%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.3%	75.39K	2.16M	-2.29K	-2.95%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.32%	78.78K	3.88M	-2.4K	-2.96%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.32%	79.24K	3.9M	-14.64K	-15.60%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.34%	82.56K	4.06M	-7.39K	-8.21%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.78%	188.16K	9.26M	2.77K	+1.50%
Dec 31, 2025	MAROTTA ASSET MANAGEMENT	0.84%	201.9K	9.93M	69.79K	+52.83%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.93%	224.2K	11.03M	-926	-0.41%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	1.22%	293.95K	14.46M	31.85K	+12.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.32%	323.78K	15.94M	-122.44K	-27.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.64%	403.86K	19.87M	17.37K	+4.50%
Dec 31, 2025	LPL FINANCIAL LLC	2.09%	524.44K	25.8M	31.97K	+6.49%
Dec 31, 2025	LIDO ADVISORS, LLC	5.34%	1.34M	66.86M	2.86K	+0.21%
Dec 31, 2025	LYNCH & ASSOCIATES/IN	0.13%	30.99K	1.52M	1.71K	+5.84%
Dec 31, 2025	SIGMA PLANNING CORP	0.13%	31.55K	1.54M	-1.65K	-4.98%
Dec 31, 2025	CITIGROUP INC	0.14%	34.54K	1.7M	16.65K	+93.07%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	36.57K	1.8M	9.3K	+34.08%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	40.69K	2M	13.31K	+48.64%
Dec 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.18%	44.64K	2.2M	8.28K	+22.78%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.47%	115.98K	5.71M	-3.15K	-2.64%
Dec 31, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.05%	13.03K	641.14K	69	+0.53%
Dec 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.06%	14.33K	704.84K	-5.08K	-26.16%
Dec 31, 2025	AMERICAN NATIONAL BANK	0.07%	15.87K	780.45K	3.45K	+27.83%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	18.6K	915.14K	-268	-1.42%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.08%	19.12K	940.57K	3.48K	+22.25%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.5%	122K	6M	-13.18K	-9.75%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.52%	127.27K	6.26M	-235.75K	-64.94%
Dec 31, 2025	FINANCIAL PERSPECTIVES, INC	0.54%	129.79K	6.38M	7.02K	+5.72%
Dec 31, 2025	ASSETMARK, INC	0.54%	131.51K	6.47M	11.3K	+9.40%
Dec 31, 2025	FISCHER FINANCIAL SERVICES, INC.	0.59%	142.01K	6.99M	-2.67K	-1.84%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.65%	160.51K	7.9M	19.55K	+13.87%
Dec 31, 2025	WALKER FINANCIAL SERVICES, INC.	0.11%	25.51K	1.26M	-10.96K	-30.06%
Dec 31, 2025	ATLAS BROWN,INC.	0.11%	26.15K	1.29M	-89	-0.34%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	29.18K	1.44M	-3.38K	-10.39%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.12%	28.33K	1.39M	166	+0.59%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.21%	52.6K	2.59M	19.3K	+57.97%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.22%	53.62K	2.64M	-4.75K	-8.13%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.22%	55.44K	2.73M	7.55K	+15.75%
Dec 31, 2025	FMR LLC	0.27%	66.34K	3.26M	577	+0.88%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.32%	78.58K	3.87M	75.38K	+2,354.12%
Dec 31, 2025	CACHETECH INC.	0.45%	110.6K	5.44M	21.98K	+24.80%
Dec 31, 2025	ADAMS WEALTH MANAGEMENT	0.45%	110.6K	5.44M	21.98K	+24.80%
Dec 31, 2025	AGF MANAGEMENT LTD	2.45%	600.87K	29.56M	132.55K	+28.30%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	19.29K	948.78K	-2.36K	-10.91%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.09%	20.64K	1.02M	-828	-3.86%
Dec 31, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	22.16K	1.09M	-142	-0.64%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	22.63K	1.11M	158	+0.70%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.09%	22.72K	1.12M	1.83K	+8.76%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.05%	12.6K	619.6K	7.59K	+151.77%
Dec 31, 2025	STOCK YARDS BANK & TRUST CO	0.05%	12.27K	603.46K	4.69K	+61.89%
Dec 31, 2025	HRT FINANCIAL LP	0.05%	12.93K	635K	12.93K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.25%	62.5K	3.07M	4.52K	+7.80%
Dec 31, 2025		0.06%	13.86K	681.56K	-143	-1.02%
Dec 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.25%	61.32K	3.02M	61.32K	+100.00%
Dec 31, 2025	ROXBURY FINANCIAL LLC	0.23%	56.56K	2.78M	181	+0.32%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	55.45K	2.73M	-90.62K	-62.04%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	31.23K	1.54M	-583	-1.83%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.12%	31.12K	1.53M	31.12K	+100.00%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.06%	15.3K	752.8K	3	+0.02%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.06%	14.79K	727.47K	-3.02K	-16.96%
Dec 31, 2025	PARTNERS WEALTH MANAGEMENT, LLC	0.06%	14.87K	731.43K	5	+0.03%
Dec 31, 2025	JPMORGAN CHASE & CO	0.31%	75.33K	3.71M	8.89K	+13.38%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	79.91K	3.93M	-20.89K	-20.72%
Dec 31, 2025	GRIMES & COMPANY, INC.	0.41%	98.76K	4.86M	98.76K	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.88%	216.36K	10.64M	44.07K	+25.58%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10.19%	2.54M	125.12M	167.87K	+7.07%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.09%	21.33K	1.05M	586	+2.82%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0.05%	11.59K	577.5K	-921	-7.36%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	1.02%	262.1K	13.06M	43.67K	+19.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.74%	446.23K	22.35M	15.75K	+3.66%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	119.13K	5.94M	1.27K	+1.08%
Sep 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.14%	36.36K	1.81M	2.29K	+6.72%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	32.56K	1.62M	-10.29K	-24.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	31.82K	1.59M	2.98K	+10.32%
Sep 30, 2025	FRG FAMILY WEALTH ADVISORS LLC	0.1%	26.81K	1.34M	-5.48K	-16.96%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.25%	2.38M	118.4M	115.61K	+5.12%
Sep 30, 2025	LPL FINANCIAL LLC	1.92%	492.47K	24.54M	105.38K	+27.22%
Sep 30, 2025	AGF MANAGEMENT LTD	1.82%	468.32K	23.34M	43.33K	+10.20%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.5%	386.49K	19.26M	-35.67K	-8.45%
Sep 30, 2025	KDK PRIVATE WEALTH MANAGEMENT, LLC	0.09%	22.3K	1.11M	-206	-0.92%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.08%	21.8K	1.09M	13.02K	+148.29%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.08%	19.41K	967.15K	-3.9K	-16.72%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	18.87K	940.6K	1.46K	+8.38%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.07%	18.08K	897.59K	75	+0.42%
Sep 30, 2025	CITIGROUP INC	0.07%	17.89K	891.75K	6.4K	+55.62%
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.07%	17.81K	887.65K	273	+1.56%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	15.64K	775.96K	1.72K	+12.37%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.06%	15.3K	762.62K	422	+2.84%
Sep 30, 2025	PARTNERS WEALTH MANAGEMENT, LLC	0.06%	14.87K	740.85K	-1.13K	-7.06%
Sep 30, 2025	DEMARS FINANCIAL GROUP, LLC	0.06%	14.76K	735.6K	-1.43K	-8.86%
Sep 30, 2025	CURRAN FINANCIAL PARTNERS, LLC	0.05%	12.97K	646.18K	8	+0.06%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.05%	12.8K	637.75K	6.34K	+98.20%
Sep 30, 2025	AMERICAN NATIONAL BANK	0.05%	12.41K	618.61K	-2.47K	-16.57%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	12.23K	609.64K	-5.45K	-30.83%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	11.53K	574.57K	956	+9.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.41%	363.02K	18.09M	137.41K	+60.90%
Sep 30, 2025	ADAMS WEALTH MANAGEMENT	0.35%	88.63K	4.42M	-14.18K	-13.80%
Sep 30, 2025	CACHETECH INC.	0.35%	88.63K	4.42M	-14.18K	-13.80%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.3%	76.24K	3.8M	-14.69K	-16.15%
Sep 30, 2025	JPMORGAN CHASE & CO	0.26%	66.44K	3.31M	-2.41K	-3.49%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.88%	225.12K	11.22M	5.54K	+2.52%
Sep 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.56%	144.68K	7.21M	-417	-0.29%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.55%	140.95K	7.03M	7K	+5.22%
Sep 30, 2025	ASSETMARK, INC	0.47%	120.21K	5.99M	9.12K	+8.21%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.35%	89.95K	4.48M	-1.33K	-1.46%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.32%	81.18K	4.05M	8.95K	+12.39%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.3%	77.68K	3.87M	-565	-0.72%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	27.51K	1.37M	-24.15K	-46.74%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.11%	27.37K	1.36M	-2.81K	-9.32%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	27.28K	1.36M	18.48K	+210.13%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.72%	185.39K	9.24M	2.96K	+1.62%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.57%	146.07K	7.28M	73.48K	+101.23%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.53%	135.19K	6.74M	13.18K	+10.81%
Sep 30, 2025	FMR LLC	0.26%	65.77K	3.28M	9.73K	+17.36%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.23%	58.37K	2.91M	-116.23K	-66.57%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	57.98K	2.89M	1.28K	+2.26%
Sep 30, 2025	ROXBURY FINANCIAL LLC	0.22%	56.38K	2.81M	168	+0.30%
Sep 30, 2025	UBS GROUP AG	0.21%	54.21K	2.7M	834	+1.56%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.19%	47.9K	2.39M	-254	-0.53%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.13%	33.3K	1.66M	-2.83K	-7.83%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	33.2K	1.65M	-1.5K	-4.33%
Sep 30, 2025	MAROTTA ASSET MANAGEMENT	0.51%	132.11K	6.57M	29.51K	+28.76%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.51%	130.1K	6.48M	122.7K	+1,658.11%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	100.79K	5.02M	1.86K	+1.88%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.37%	93.89K	4.68M	93.89K	+100.00%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.21%	53.46K	2.66M	-4.57K	-7.88%
Sep 30, 2025	WALKER FINANCIAL SERVICES, INC.	0.14%	36.48K	1.82M	-4.25K	-10.43%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.21%	52.95K	2.64M	5.53K	+11.65%
Sep 30, 2025	LIDO ADVISORS, LLC	5.21%	1.34M	66.74M	-60.47K	-4.32%
Sep 30, 2025	MORGAN STANLEY	0.67%	172.29K	8.59M	14.02K	+8.86%
Sep 30, 2025	ATLAS BROWN,INC.	0.1%	26.24K	1.31M	-894	-3.29%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.1%	25.45K	1.27M	-1.49K	-5.54%
Sep 30, 2025	SMITH, SALLEY & ASSOCIATES	0.09%	23.47K	1.17M	-233	-0.98%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.09%	22.47K	1.12B	-880	-3.77%
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0.48%	122.77K	6.12M	3.02K	+2.52%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.13%	32.78K	1.63M	18.86K	+135.39%
Sep 30, 2025	LYNCH & ASSOCIATES/IN	0.11%	29.28K	1.46M	1.3K	+4.65%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.11%	28.17K	1.4M	192	+0.69%
Jun 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.13%	34.07K	1.74M	1.1K	+3.34%
Jun 30, 2025		0.11%	27.97K	1.43M	347	+1.26%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	225.61K	11.54M	48.45K	+27.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.22%	56.7K	2.9M	8.5K	+17.62%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.23%	58.04K	2.97M	58.04K	+100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.39%	98.89K	5.06M	8.52K	+9.43%
Jun 30, 2025	CACHETECH INC.	0.4%	102.81K	5.26M	-248	-0.24%
Jun 30, 2025	ADAMS WEALTH MANAGEMENT	0.4%	102.81K	5.26M	-248	-0.24%
Jun 30, 2025	UBS GROUP AG	0.21%	53.38K	2.73M	236	+0.44%
Jun 30, 2025	ATLAS BROWN,INC.	0.11%	27.13K	1.39M	-7	-0.03%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	42.85K	2.19M	18.15K	+73.49%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.19%	48.15K	2.46M	-2.19K	-4.35%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.89%	2.26M	115.6M	4.22K	+0.19%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.21%	52.79K	2.71M	934	+1.80%
Jun 30, 2025	FMR LLC	0.22%	56.04K	2.87M	-14.72K	-20.80%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	98.93K	5.06M	-246	-0.25%
Jun 30, 2025	LPL FINANCIAL LLC	1.52%	387.09K	19.8M	54.62K	+16.43%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.66%	422.16K	21.59M	-13.29K	-3.05%
Jun 30, 2025	AGF MANAGEMENT LTD	1.67%	424.99K	21.74M	6.27K	+1.50%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.36%	91.28K	4.67M	-2.77K	-2.94%
Jun 30, 2025	HECK CAPITAL ADVISORS, LLC	0.11%	27.97K	1.43M	347	+1.26%
Jun 30, 2025	ROXBURY FINANCIAL LLC	0.22%	56.21K	2.88M	-585	-1.03%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.24%	61.39K	3.14M	-3.92K	-6.01%
Jun 30, 2025	JPMORGAN CHASE & CO	0.27%	68.84K	3.52M	-2.53K	-3.54%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.28%	72.23K	3.69M	34.59K	+91.90%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	72.59K	3.71M	12.93K	+21.67%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.31%	78.24K	4M	33.89K	+76.41%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.36%	90.92K	4.65M	-865	-0.94%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	28.84K	1.48M	-1.51K	-4.98%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	30.19K	1.54M	843	+2.87%
Jun 30, 2025	FRG FAMILY WEALTH ADVISORS LLC	0.13%	32.29K	1.65M	10.93K	+51.15%
Jun 30, 2025	SIGMA PLANNING CORP	0.14%	34.71K	1.78M	707	+2.08%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.15%	37.89K	1.94M	496	+1.33%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.17%	43.51K	2.25M	6.89K	+18.82%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.19%	47.42K	2.43M	6.49K	+15.87%
Jun 30, 2025	MAROTTA ASSET MANAGEMENT	0.4%	102.6K	5.25M	12.2K	+13.50%
Jun 30, 2025	ASSETMARK, INC	0.44%	111.09K	5.68M	100.27K	+926.43%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.46%	117.86K	6.03M	5.34K	+4.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.69%	430.48K	22.04M	171.11K	+65.97%
Jun 30, 2025	LIDO ADVISORS, LLC	5.51%	1.4M	71.58M	67.38K	+5.06%
Jun 30, 2025	CERTIFIED ADVISORY CORP	0.86%	219.58K	11.23M	2.47K	+1.14%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.37%	95.12K	4.87M	-34.54K	-26.64%
Jun 30, 2025	SYKON CAPITAL LLC	0.19%	47.56K	2.43M	47.56K	+100.00%
Jun 30, 2025	LYNCH & ASSOCIATES/IN	0.11%	27.98K	1.43M	136	+0.49%
Jun 30, 2025	WALKER FINANCIAL SERVICES, INC.	0.16%	40.72K	2.08M	1.87K	+4.82%
Jun 30, 2025	FISCHER FINANCIAL SERVICES, INC.	0.57%	145.09K	7.42M	8	+0.01%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.53%	133.96K	6.85M	11.33K	+9.24%
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0.47%	119.75K	6.13M	5.33K	+4.66%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.69%	174.6K	8.93M	115.79K	+196.90%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	51.65K	2.64M	29.89K	+137.29%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.14%	36.13K	1.85M	-6.34K	-14.93%
Jun 30, 2025	MORGAN STANLEY	0.62%	158.27K	8.1B	5.78K	+3.79%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.48%	122K	6.24B	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.26%	64.96K	3.32B	64.96K	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.72%	182.43K	9.33M	5.97K	+3.39%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.86%	218.43K	11.17M	19.94K	+10.04%
Mar 31, 2025	SYSTELLIGENCE, LLC	0.44%	114.21K	5.84M	-32.35K	-22.07%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	30.35K	1.55M	1.05K	+3.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1%	259.37K	13.28M	-11.8K	-4.35%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	16.96%	4.4M	86.14M	349.29K	+8.61%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.11%	29.34K	1.5M	-6.53K	-18.20%
Mar 31, 2025	SIGMA PLANNING CORP	0.13%	34K	1.74M	1.3K	+3.96%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.14%	37.39K	1.91M	-1.51K	-3.87%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.15%	37.64K	1.92M	2K	+5.61%
Mar 31, 2025	WALKER FINANCIAL SERVICES, INC.	0.15%	38.85K	1.99M	2.59K	+7.15%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.16%	40.93K	2.09M	9.39K	+29.79%
Mar 31, 2025	UBS GROUP AG	0.2%	53.14K	2.72M	-220.33K	-80.57%
Mar 31, 2025	LPL FINANCIAL LLC	1.28%	332.47K	17M	-52.22K	-13.57%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.16%	42.47K	2.1M	0	0
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.17%	44.35K	2.27M	-20.44K	-31.55%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.19%	50.34K	2.57M	-1.66K	-3.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.19%	48.2K	2.46M	5.4K	+12.61%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.2%	51.86K	2.65M	15.36K	+42.09%
Mar 31, 2025		0.22%	56.8K	2.98M	141	+0.25%
Mar 31, 2025	GRANT/GROSSMENDELSOHN, LLC	0.22%	58.23K	2.96M	58.23K	+100.00%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.23%	58.81K	3.01M	-39.3K	-40.06%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.25%	65.32K	3.34M	44.47K	+213.35%
Mar 31, 2025	FMR LLC	0.27%	70.76K	3.62M	13.33K	+23.20%
Mar 31, 2025	JPMORGAN CHASE & CO	0.27%	71.37K	3.65M	23.61K	+49.42%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.35%	90.37K	4.62M	90.37K	+100.00%
Mar 31, 2025	FULL SAIL CAPITAL, LLC	0.35%	91.79K	4.69M	-6.93K	-7.02%
Mar 31, 2025	CACHETECH INC.	0.4%	103.06K	5.27M	103.06K	+100.00%
Mar 31, 2025	ADAMS WEALTH MANAGEMENT	0.4%	103.06K	5.27M	103.06K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.43%	112.52K	5.75M	2.28K	+2.06%
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0.44%	114.42K	5.89M	3.54K	+3.20%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	122K	6.24M	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.47%	122.63K	6.27M	5.99K	+5.13%
Mar 31, 2025	AVONDALE WEALTH MANAGEMENT	0.51%	133.17K	6.81M	28.37K	+27.07%
Mar 31, 2025	MORGAN STANLEY	0.59%	152.49K	7.8M	14.99K	+10.90%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.68%	176.45K	9.02M	5.7K	+3.34%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.68%	177.16K	9.06M	62.46K	+54.45%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.84%	217.11K	11.1M	3.73K	+1.75%
Mar 31, 2025	AGF MANAGEMENT LTD	1.61%	418.72K	21.41M	-11.86K	-2.76%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.68%	435.45K	22.26M	25.36K	+6.18%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.69%	2.26M	115.34M	2.14K	+0.10%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.14%	36.62K	1.87M	2.72K	+8.03%
Mar 31, 2025	LIDO ADVISORS, LLC	5.13%	1.33M	68.11M	178.23K	+15.45%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	59.66K	3.05M	30.58K	+105.15%
Mar 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.13%	32.97K	1.69M	2.18K	+7.06%
Mar 31, 2025	UNIVEST FINANCIAL CORP	0.18%	47.31K	2.42M	-17.36K	-26.85%
Mar 31, 2025	MAROTTA ASSET MANAGEMENT	0.35%	90.4K	4.61M	-3.26K	-3.48%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.36%	94.05K	4.81M	2.21K	+2.41%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.5%	129.66K	6.63M	-14.11K	-9.82%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.38%	99.18K	5.07M	11.21K	+12.75%
Mar 31, 2025	COMPASS FINANCIAL GROUP, INC/SD	0.76%	198.5K	10.15M	21.45K	+12.12%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.9%	2.18M	103.54M	9.59K	+0.44%
Mar 31, 2024	INDEPENDENT ORDER OF FORESTERS	0.11%	25.89K	1.23M	-2.36K	-8.35%
Mar 31, 2024	JANE STREET GROUP, LLC	0.12%	28.4K	1.35M	18.99K	+201.73%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.14%	30.84K	1.47M	-245	-0.79%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	54.27K	2.58M	-13.35K	-19.74%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.25%	56.79K	2.7M	15.5K	+37.54%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.28%	68.16K	3.25M	36.3K	+113.90%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.29%	65.88K	3.13M	-35.08K	-34.75%
Mar 31, 2024	MAROTTA ASSET MANAGEMENT	0.3%	69.06K	3.29M	15.08K	+27.94%
Mar 31, 2024	AGF MANAGEMENT LTD	0.31%	70.62K	3.36M	-52.49K	-42.64%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.34%	76.69K	3.65M	12.67K	+19.79%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.35%	79.15K	3.77M	39.77K	+100.99%
Mar 31, 2024	JPMORGAN CHASE & CO	0.39%	94.2K	4.48M	-11.82K	-11.15%
Mar 31, 2024	MORGAN STANLEY	0.41%	101.49K	4.83M	4.57K	+4.72%
Mar 31, 2024	ATLAS BROWN,INC.	0.12%	26.35K	1.25M	-251	-0.94%
Mar 31, 2024	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.12%	27.06K	1.29M	-106.97K	-79.81%
Mar 31, 2024	LIFEWORKS ADVISORS, LLC	0.12%	27.89K	1.33M	654	+2.40%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.14%	31.69K	1.51M	-3.93K	-11.02%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.14%	32.27K	1.54M	755	+2.40%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	33.69K	1.6M	932	+2.84%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.15%	34.2K	1.63M	-3.3K	-8.80%
Mar 31, 2024	WBI INVESTMENTS, INC.	0.16%	35.63K	1.7M	-46.09K	-56.40%
Mar 31, 2024	SIGMA PLANNING CORP	0.16%	35.97K	1.71M	13.96K	+63.42%
Mar 31, 2024	WALKER FINANCIAL SERVICES, INC.	0.16%	36.42K	1.73M	-12.85K	-26.08%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.18%	43.55K	2.07M	-14K	-24.33%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	43.92K	2.09M	43.92K	+100.00%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.18%	41.29K	1.96M	1.08K	+2.69%
Mar 31, 2024	BUSKA WEALTH MANAGEMENT, LLC	0.18%	41.81K	1.98M	41.81K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.19%	43.6K	2.07M	-6.17K	-12.40%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	50.63K	2.41M	684	+1.37%
Mar 31, 2024	UBS GROUP AG	0.22%	54.27K	2.58M	284	+0.53%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.41%	92.58K	4.4M	-24.99K	-21.26%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.43%	96.99K	4.61M	11.68K	+13.69%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.43%	98.48K	4.69M	10.82K	+12.35%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.91%	221.94K	10.58M	-244.13K	-52.38%
Mar 31, 2024	LPL FINANCIAL LLC	0.99%	242.36K	11.53M	-2.36K	-0.96%
Mar 31, 2024	MORNINGSTAR INVESTMENT SERVICES LLC	1.46%	330.43K	15.69M	-442.35K	-57.24%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.59%	389.56K	18.54M	-8.99K	-2.26%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.89%	428.57K	20.39M	428.57K	+100.00%
Mar 31, 2024	SNOWDEN CAPITAL ADVISORS LLC	0.13%	28.77K	1.37M	5.96K	+26.11%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.13%	31.46K	1.5M	-3.73K	-10.60%
Mar 31, 2024	CITADEL ADVISORS LLC	0.13%	32.61K	1.55M	32.61K	+100.00%
Mar 31, 2024	FMR LLC	0.14%	35.4K	1.68M	8.66K	+32.39%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.39%	95.17K	4.53M	-23.08K	-19.52%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.45%	101.1K	4.81M	-1.77K	-1.72%
Mar 31, 2024	FINANCIAL PERSPECTIVES, INC	0.46%	104.05K	4.95M	4.13K	+4.14%
Mar 31, 2024	COMPASS FINANCIAL GROUP, INC/SD	0.58%	132.04K	6.28M	12.4K	+10.36%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.69%	157.66K	7.51M	157.66K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.83%	203.7K	9.69M	61.61K	+43.36%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.96%	217.36K	10.34M	36.82K	+20.40%
Mar 31, 2024	LIDO ADVISORS, LLC	5.17%	1.17M	55.85M	154.23K	+15.13%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	18.17K	864.48K	6.03K	+49.64%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.08%	19.31K	918.57K	-9.64K	-33.30%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.08%	19.99K	950.98K	-5.41K	-21.30%
Mar 31, 2024	EXCHANGE CAPITAL MANAGEMENT, INC.	0.09%	22.09K	1.05M	-125	-0.56%
Mar 31, 2024	CEDRUS LLC	0.09%	22.1K	1.05M	1.58K	+7.72%
Mar 31, 2024	YODER WEALTH MANAGEMENT, INC.	0.1%	23.87K	1.14M	1.94K	+8.87%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.1%	23.98K	1.14M	68	+0.28%
Mar 31, 2024	LYNCH & ASSOCIATES/IN	0.1%	24.38K	1.16M	2.01K	+8.97%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.1%	25K	1.19M	-168	-0.67%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.1%	25.03K	1.19M	-809	-3.13%
Mar 31, 2024	MACQUARIE GROUP LTD	0.11%	25.89K	1.23M	-2.36K	-8.35%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.18%	41.29K	1.84M	-1.54K	-3.60%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.17%	40.21K	1.79M	-3.43K	-7.85%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.17%	39.38K	1.76M	5.22K	+15.27%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	37.5K	1.67M	2.95K	+8.54%
Dec 31, 2023	MORNINGSTAR INVESTMENT SERVICES LLC	3.29%	772.77K	34.44M	379.95K	+96.72%
Dec 31, 2023	LIDO ADVISORS, LLC	4.34%	1.02M	45.6M	12.67K	+1.26%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.22%	2.17M	96.69M	61.19K	+2.91%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.11%	25.84K	1.15M	-500	-1.90%
Dec 31, 2023	ATLAS BROWN,INC.	0.11%	26.6K	1.19M	69	+0.26%
Dec 31, 2023	FMR LLC	0.11%	26.74K	1.19M	1.51K	+6.00%
Dec 31, 2023	LIFEWORKS ADVISORS, LLC	0.12%	27.23K	1.22M	-550	-1.98%
Dec 31, 2023	MACQUARIE GROUP LTD	0.12%	28.24K	1.26M	0	0
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.15%	35.61K	1.59M	29.9K	+523.57%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.15%	35.19K	1.57M	10.89K	+44.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.14%	32.76K	1.46M	9.87K	+43.13%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.14%	31.87K	1.42M	-96.96K	-75.26%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.13%	31.08K	1.39M	4	+0.01%
Dec 31, 2023	OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.12%	29.35K	1.31M	-21.48K	-42.26%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.12%	28.95K	1.29M	-6.52K	-18.39%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.29%	67.62K	3.02M	-1.49K	-2.15%
Dec 31, 2023	CX INSTITUTIONAL	0.29%	68.48K	3.06M	53.48K	+356.50%
Dec 31, 2023	SOUTHERN CAPITAL ADVISORS, LLC	0.3%	71.02K	3.17M	35.15K	+98.01%
Dec 31, 2023	WBI INVESTMENTS, INC.	0.35%	81.72K	3.65M	-6.03K	-6.88%
Dec 31, 2023		0.13%	31.52K	1.41M	31.52K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.36%	85.32K	3.81M	9.64K	+12.73%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.37%	87.66K	3.91M	2.3K	+2.70%
Dec 31, 2023	MORGAN STANLEY	0.41%	96.92K	4.33M	-31.68K	-24.63%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.43%	100.96K	4.51M	-16.84K	-14.30%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.44%	102.87K	4.59M	-18.97K	-15.57%
Dec 31, 2023	JPMORGAN CHASE & CO	0.45%	106.01K	4.73M	-59.78K	-36.06%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.47%	110.89K	2.49M	110.89K	+100.00%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.5%	117.57K	5.28M	30.14K	+34.47%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	118.26K	5.28M	-6.24K	-5.01%
Dec 31, 2023	COMPASS FINANCIAL GROUP, INC/SD	0.51%	119.64K	5.34M	5.81K	+5.10%
Dec 31, 2023	AGF MANAGEMENT LTD	0.52%	123.1K	5.49M	36.48K	+42.12%
Dec 31, 2023	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0.57%	134.03K	5.98M	-662.07K	-83.16%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.6%	142.09K	6.34M	20.07K	+16.44%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.77%	180.54K	8.06M	33.44K	+22.73%
Dec 31, 2023	LPL FINANCIAL LLC	1.04%	244.72K	10.92M	29.24K	+13.57%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.7%	398.55K	17.79M	65.75K	+19.76%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.98%	466.07K	20.82M	633	+0.14%
Dec 31, 2023	INDEPENDENT ORDER OF FORESTERS	0.12%	28.24K	1.26M	0	0
Dec 31, 2023	ATLAS CAPITAL ADVISORS LLC	0.27%	64.02K	2.86M	-5.67K	-8.14%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.24%	57.55K	2.57M	4.34K	+8.15%
Dec 31, 2023	UBS GROUP AG	0.23%	53.99K	2.41M	-1.09K	-1.99%
Dec 31, 2023	MAROTTA ASSET MANAGEMENT	0.23%	53.98K	2.41M	21.05K	+63.93%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.21%	49.95K	2.23M	3.32K	+7.12%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.21%	49.77K	2.22M	-17.32K	-25.81%
Dec 31, 2023	WALKER FINANCIAL SERVICES, INC.	0.21%	49.28K	2.2M	-26.57K	-35.03%

Frequently Asked Questions