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

Who are the major shareholders selling Franklin Short Duration U.S. Government ETF stock?

PNC FINANCIAL SERVICES GROUP, INC., in the last quarter, reduced its stake in FTSD by -17.06% restricting it's holding to 418 shares of worth nearly $37.82K. NBC SECURITIES, INC. also lessened -5.05% of the FTSD shares from its portfolio, reducing its holding to 470 shares of worth $42.54K. ROCKEFELLER CAPITAL MANAGEMENT L.P. also shunned FTSD shares holding by -39.96% last quarter which brought its holding to 816 shares worth $73.87K.

Investors who are buying FTSD stock?

As per its latest 13F filing, CONTINUUM ADVISORY, LLC increased its stake in FTSD by 100% in the last quarter. The institutional holder raised its holding to 320 shares having worth more than $28.94K. JPMORGAN CHASE & CO also added 100% more shares of FTSD to its portfolio, raising its holding to 750 shares of worth $67.89K. GLOBAL RETIREMENT PARTNERS, LLC also increased its FTSD shares holding by 100% which brought its holding to 1 thousand shares worth $90.69K.

FTSD's major insiders: who are they?

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

Did an insider recently sell FTSD stock?

Company executives, directors, and other insiders own N/A percent of Franklin Short Duration U.S. Government ETF's stock. Within the last six months, there have been 0 transaction(s) in which FTSD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FTSD stock?

There have been 0 transaction(s) during the past 6-months in which Franklin Short Duration U.S. Government ETF insiders have bought stock, totalling 0 shares

How much of FTSD does insiders own?

Around 0 Franklin Short Duration U.S. Government ETF shares are held by insiders, which represents about N/A of FTSD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FTSD?

CONTINUUM ADVISORY, LLC is the largest institutional owner in FTSD which holds 320 shares worth $28.94K or 0.01% of the total FTSD shares outstanding followed by PNC FINANCIAL SERVICES GROUP, INC. with ownership of 418 shares representing 0.01% of the FTSD ownership. NBC SECURITIES, INC. is the third largest stakeholder with 470 shares or 0.01% of the ownership worth more than $42.54K.

Is Franklin Short Duration U.S. Government 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 FTSD is concerned, it is a stock which is not optionable.

Is there a short position on FTSD's shares?

Number of FTSD 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 FTSD shares are there?

As of today, null shares of FTSD are outstanding.

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

FTSD 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 FTSD is null.

Franklin Short Duration US Government ETF (FTSD) 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. CONTINUUM ADVISORY, LLC is the top corporate investor, holding 320 shares valued at $28.94K. A 0.01% stake in Franklin Short Duration U.S. Government ETF is owned by the company. PNC FINANCIAL SERVICES GROUP, INC. owns 418 shares valued at $37.82K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0.01%	320	28.94K	320	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	418	37.82K	-86	-17.06%
Jun 30, 2026	NBC SECURITIES, INC.	0.01%	470	42.54K	-25	-5.05%
Jun 30, 2026	JPMORGAN CHASE & CO	0.02%	750	67.89K	750	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	816	73.87K	-543	-39.96%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	1K	90.69K	1K	+100.00%
Jun 30, 2026	CIBC WORLD MARKET INC.	0.07%	2.23K	201.66K	-71	-3.09%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.09%	2.85K	258.07K	-5	-0.18%
Jun 30, 2026	MGO ONE SEVEN LLC	0.09%	2.89K	261.66K	-553	-16.06%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.09%	2.98K	269.9K	2.98K	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.14%	4.45K	402.59K	4.45K	+100.00%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.14%	4.67K	422.63K	-29	-0.62%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	4.83K	437.25K	25	+0.52%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	5.04K	456.38K	2.76K	+120.56%
Jun 30, 2026	IFP ADVISORS, INC	0.24%	7.69K	695.75K	1.1K	+16.70%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.24%	7.77K	702.81K	-600	-7.17%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.26%	8.6K	778.5K	2.09K	+32.04%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.34%	11.04K	999.26K	-108	-0.97%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.36%	11.62K	1.05M	11.62K	+100.00%
Jun 30, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.78%	25.43K	2.3M	-338	-1.31%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.9%	29.35K	2.66M	787	+2.76%
Jun 30, 2026	UBS GROUP AG	4.17%	136.21K	12.33M	12.75K	+10.33%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	6.44%	210.01K	19.01M	10.71K	+5.37%
Jun 30, 2026	FRANKLIN RESOURCES INC	9.83%	320.62K	29.02M	105	+0.03%
Jun 30, 2026	LPL FINANCIAL LLC	12.06%	393.37K	35.6M	-47.37K	-10.75%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	40.19K	3.64M	584	+1.47%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.99%	63.33K	5.73M	-626	-0.98%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.1%	3.2K	289.75K	-68	-2.08%
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.11%	3.48K	314.7K	677	+24.18%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.23%	7.5K	681.17K	-244	-3.15%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.23%	7.35K	665.01K	-7.13K	-49.25%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.2%	6.43K	581.71K	-552	-7.91%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.2%	6.38K	577K	169	+2.72%
Jun 30, 2026	ASSET ALLOCATION STRATEGIES LLC	0.16%	5.16K	466.91K	323	+6.68%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	3.73K	337.45K	38	+1.03%
Jun 30, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.36%	11.79K	1.07M	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.24%	7.68K	694.9K	-34	-0.44%
Jun 30, 2026	NOVEM GROUP	0.11%	3.51K	318K	36	+1.04%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.09%	3.01K	272.4K	13	+0.43%
Jun 30, 2026	CITADEL ADVISORS LLC	0.62%	20.18K	1.83M	5.52K	+37.60%
Jun 30, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.34%	11.19K	1.01M	98	+0.88%
Jun 30, 2026	PARKWAY WEALTH MANAGEMENT GROUP, LLC	1.09%	35.69K	3.23M	6.57K	+22.58%
Jun 30, 2026	PHILADELPHIA INVESTMENT PARTNERS, LLC	0.54%	17.58K	1.59M	1.77K	+11.19%
Jun 30, 2026	D.A. DAVIDSON & CO.	0.59%	19.19K	1.74M	240	+1.27%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.48%	15.74K	1.42M	7.58K	+92.86%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.48%	15.82K	1.43M	179	+1.14%
Jun 30, 2026	NATURAL INVESTMENTS, LLC	0.64%	20.93K	1.89M	818	+4.07%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.71%	23.09K	2.09M	23.09K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.39%	45.25K	4.09M	5.57K	+14.04%
Jun 30, 2026	ROYAL BANK OF CANADA	1.62%	52.84K	4.78M	45.76K	+646.07%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.69%	55.06K	4.98M	-10.71K	-16.28%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.58%	19.02K	1.72M	7.46K	+64.56%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.57%	18.5K	1.67M	-196	-1.05%
Jun 30, 2026		0.55%	17.58K	1.59M	1.77K	+11.19%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	17.53K	1.59M	814	+4.87%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	1.94%	63.42K	5.74M	-9.38K	-12.89%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.99%	97.62K	8.84M	-13.72K	-12.32%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.22%	105.12K	9.51M	6.76K	+6.87%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.98%	32.03K	2.9M	3.29K	+11.44%
Jun 30, 2026	MORGAN STANLEY	0.71%	23.27K	2.11M	-918	-3.80%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.9%	29.44K	2.67M	0	0
Jun 30, 2026	CSENGE ADVISORY GROUP	0%	0	-	-3.3K	-100.00%
Jun 30, 2026	STONEX GROUP INC.	0%	0	-	-2.27K	-100.00%
Jun 30, 2026	CX INSTITUTIONAL	0%	17	1K	1	+6.25%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0%	86	7.78K	86	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	155	14.03K	0	0
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.96%	63.96K	5.81M	61.64K	+2,662.72%
Mar 31, 2026	MORGAN STANLEY	0.74%	24.19K	2.2M	-4.31K	-15.13%
Mar 31, 2026	NATURAL INVESTMENTS, LLC	0.62%	20.12K	1.83M	2.62K	+15.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.15%	4.81K	436.27K	2.07K	+75.47%
Mar 31, 2026	ASSET ALLOCATION STRATEGIES LLC	0.15%	4.84K	439.03K	4.84K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.19%	6.21K	564K	2.65K	+74.53%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	6.51K	591.31K	4.13K	+173.70%
Mar 31, 2026	IFP ADVISORS, INC	0.2%	6.59K	597.93K	2.32K	+54.44%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.21%	6.98K	631.67K	-1.05K	-13.03%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	7.08K	643K	-8	-0.11%
Mar 31, 2026	JANE STREET GROUP, LLC	0.23%	7.45K	676.45K	3.88K	+108.62%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.24%	7.71K	700.04K	85	+1.11%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.24%	7.75K	703.32K	4.17K	+116.55%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	8.16K	740.98K	-2.06K	-20.14%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.26%	8.37K	759.33K	8.37K	+100.00%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.34%	11.09K	1.01M	1K	+9.95%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.34%	11.15K	1.01M	2.05K	+22.57%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.35%	11.56K	1.05M	-376	-3.15%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.41%	111.34K	10.11M	-110.69K	-49.85%
Mar 31, 2026	UBS GROUP AG	3.79%	123.46K	11.21M	18.95K	+18.13%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	6.11%	199.31K	18.09M	194.21K	+3,809.49%
Mar 31, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.79%	25.76K	2.34M	-489	-1.86%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.09%	2.86K	259.28K	-18	-0.63%
Mar 31, 2026	FRANKLIN RESOURCES INC	9.83%	320.51K	29.09M	-39.5K	-10.97%
Mar 31, 2026	KOSHINSKI ASSET MANAGEMENT, INC.	0.36%	11.79K	1.07M	0	0
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.57%	18.69K	1.7M	1.52K	+8.85%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.58%	18.95K	1.72M	349	+1.88%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	16.71K	1.52M	-251	-1.48%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.56%	18.37K	1.67M	18.37K	+100.00%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.09%	3K	272.07K	-44	-1.45%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.1%	3.27K	296.83K	-128	-3.77%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.1%	3.3K	299.56K	3.3K	+100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.11%	3.44K	312.63K	3.44K	+100.00%
Mar 31, 2026	NOVEM GROUP	0.11%	3.48K	315.64K	22	+0.64%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	3.69K	334.96K	3.69K	+100.00%
Mar 31, 2026	KEY FINANCIAL INC	0%	12	1.09K	0	0
Mar 31, 2026	CX INSTITUTIONAL	0%	16	1K	0	0
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0%	27	2.44K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	110	9.99K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	155	14.07K	0	0
Mar 31, 2026	NBC SECURITIES, INC.	0.02%	495	44.93K	-100	-16.81%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	504	45.79K	34	+7.23%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	1.36K	123.4K	-109	-7.43%
Mar 31, 2026	STONEX GROUP INC.	0.07%	2.27K	206.06K	-188	-7.65%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.07%	2.29K	207.5K	2.29K	+100.00%
Mar 31, 2026	CIBC WORLD MARKET INC.	0.07%	2.3K	208.68K	-430	-15.76%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.09%	2.8K	254.17K	2.8K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.02%	98.36K	8.93M	-19.34K	-16.43%
Mar 31, 2026	LPL FINANCIAL LLC	13.52%	440.74K	40.01M	-25.5K	-5.47%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.14%	4.45K	403.77K	0	0
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.14%	4.7K	426.48K	43	+0.92%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.44%	14.48K	1.31M	10.21K	+239.02%
Mar 31, 2026	CITADEL ADVISORS LLC	0.45%	14.67K	1.33M	-9.34K	-38.90%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.48%	15.64K	1.42M	732	+4.91%
Mar 31, 2026		0.48%	15.81K	1.44M	15.81K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.02%	65.76K	5.97M	42.45K	+182.07%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	2.23%	72.8K	6.61M	-10.92K	-13.04%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.88%	28.56K	2.59M	28.56K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.88%	28.74K	2.61M	3.39K	+13.35%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.9%	29.44K	2.67M	11.74K	+66.36%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.21%	39.6K	3.59M	-1.61K	-3.92%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.22%	39.68K	3.6M	4.24K	+11.96%
Dec 31, 2025	NOVEM GROUP	0.12%	3.46K	314.48K	51	+1.50%
Dec 31, 2025	LPL FINANCIAL LLC	15.91%	466.24K	42.43M	70.07K	+17.69%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	110	10.01K	110	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	155	14.11K	2	+1.31%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	470	42.79K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.27%	8.03K	730.36K	-1.74K	-17.84%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.3%	9.1K	827.74K	9.1K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	10.22K	930.28K	375	+3.81%
Dec 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.39%	11.79K	1.07M	170	+1.46%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.41%	11.93K	1.09M	8.49K	+246.39%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.5%	14.91K	1.36M	1.1K	+7.94%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	16.96K	1.54M	3.2K	+23.22%
Dec 31, 2025	NATURAL INVESTMENTS, LLC	0.58%	17.49K	1.59M	105	+0.60%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.59%	17.17K	1.56M	17.17K	+100.00%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.6%	17.7K	1.61M	6.67K	+60.42%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.62%	18.6K	1.69M	-77	-0.41%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.8%	23.31K	2.12M	4.99K	+27.22%
Dec 31, 2025	CITADEL ADVISORS LLC	0.82%	24.01K	2.18M	-23.74K	-49.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.87%	25.36K	2.31M	6.48K	+34.31%
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.88%	26.25K	2.39M	-2.29K	-8.02%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	5.1K	463.98K	50	+0.99%
Dec 31, 2025	ROYAL BANK OF CANADA	0.24%	7.09K	645K	639	+9.91%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0%	10	910	10	+100.00%
Dec 31, 2025	KEY FINANCIAL INC	0%	12	1.09K	0	0
Dec 31, 2025	CX INSTITUTIONAL	0%	16	1K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	21	1.91K	21	+100.00%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	27	2.46K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.21%	35.44K	3.23M	19.57K	+123.31%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.08%	2.32K	210.72K	-100.19K	-97.74%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	2.38K	216.61K	2.38K	+100.00%
Dec 31, 2025	FRANKLIN RESOURCES INC	12.28%	360.01K	32.76M	49.27K	+15.85%
Dec 31, 2025	UBS GROUP AG	3.57%	104.51K	9.51M	40.4K	+63.00%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.34%	10.08K	917.75K	4.53K	+81.43%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	55	5.01K	55	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.97%	28.5K	2.59M	11.03K	+63.14%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.41%	41.22K	3.75M	10.57K	+34.48%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.02%	117.69K	10.71M	25.14K	+27.17%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.79%	83.72K	7.61M	7.02K	+9.15%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	3.56K	324K	3.56K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	3.57K	325.09K	-818	-18.63%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	3.58K	325.63K	244	+7.32%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.03%	900	81.88K	-10	-1.10%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	1.47K	133.63K	-2.57K	-63.60%
Dec 31, 2025	STONEX GROUP INC.	0.08%	2.46K	223.7K	2.46K	+100.00%
Dec 31, 2025		0.9%	26.4K	2.4M	26.4K	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.16%	4.66K	423.63K	-208	-4.28%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1.33K	-100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-13.37K	-100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.75%	51.35K	4.67M	-100.18K	-66.11%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	7.58%	222.03K	20.21M	158.5K	+249.50%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	595	54.15K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.15%	4.27K	388.16K	1.1K	+34.93%
Dec 31, 2025	GATEWAY WEALTH PARTNERS, LLC	0.15%	4.27K	388.57K	1.26K	+41.86%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.15%	4.45K	404.81K	-550	-11.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	2.87K	261.59K	0	0
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.1%	3.04K	276.8K	13	+0.43%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	2.74K	249.28K	488	+21.68%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.09%	2.8K	254.46K	-103	-3.55%
Dec 31, 2025	CIBC WORLD MARKET INC.	0.09%	2.73K	248.37K	-181	-6.22%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.25%	7.63K	694.14K	482	+6.75%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	3.4K	309.18K	-64	-1.85%
Sep 30, 2025	BALLAST, INC.	0%	0	-	-28.47K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.35%	63.53K	5.78M	4.86K	+8.29%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.26%	7.15K	650.63K	352	+5.18%
Sep 30, 2025	CITADEL ADVISORS LLC	1.77%	47.75K	4.35M	38.41K	+411.08%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	6.45K	587K	-245	-3.66%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.21%	5.56K	506.11K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	153	13.93K	2	+1.32%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	5.6%	151.52K	13.8M	151.52K	+100.00%
Sep 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.66%	17.8K	1.62M	8.9K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.18%	5K	455.12K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	4.03K	367.33K	4.03K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.13%	3.46K	315.17K	-932	-21.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	3.45K	313.7K	2.75K	+397.11%
Sep 30, 2025	GATEWAY WEALTH PARTNERS, LLC	0.11%	3.01K	274.09K	3.01K	+100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0.11%	2.9K	263.99K	-377	-11.51%
Sep 30, 2025	LPL FINANCIAL LLC	14.65%	396.17K	36.08M	-41.54K	-9.49%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.84%	76.7K	6.98M	76.7K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.59%	15.87K	1.45M	2.24K	+16.40%
Sep 30, 2025	HRT FINANCIAL LP	0.58%	15.6K	1.42M	15.6K	+100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.49%	13.37K	1.22M	2.64K	+24.56%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.13%	3.44K	313.48K	-64	-1.82%
Sep 30, 2025	NOVEM GROUP	0.13%	3.4K	310K	235	+7.42%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-2.39K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.36%	9.85K	896.68K	-2.82K	-22.26%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	4.86K	442.83K	78	+1.63%
Sep 30, 2025	JANE STREET GROUP, LLC	0.16%	4.39K	399.75K	4.39K	+100.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	11.49%	310.75K	28.3M	-4.62K	-1.47%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	3.79%	102.5K	9.33M	66.37K	+183.70%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.07%	1.98K	180.48K	1.98K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.42%	92.55K	8.43M	1.71K	+1.88%
Sep 30, 2025	UBS GROUP AG	2.37%	64.12K	5.84M	-1.16K	-1.77%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	30.65K	2.79M	-213	-0.69%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.12%	3.33K	303.6K	1K	+42.84%
Sep 30, 2025	CIBC WORLD MARKET INC.	0.11%	2.91K	264.99K	-663	-18.56%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.11%	2.87K	261.73K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	2.25K	204.99K	2.25K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.05%	1.33K	120.93K	460	+53.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.03%	910	82.83K	-828	-47.64%
Sep 30, 2025	NBC SECURITIES, INC.	0.02%	595	54.18K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	470	42.77K	4	+0.86%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.51%	13.81K	1.26M	267	+1.97%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.41%	11.03K	1M	11.03K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.36%	9.77K	889.38K	-3.43K	-25.98%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.68%	18.33K	1.67M	5K	+37.50%
Sep 30, 2025	MORGAN STANLEY	0.65%	17.47K	1.59M	568	+3.36%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.51%	13.77K	1.25M	2.29K	+19.96%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	12.99K	1.18M	7.76K	+148.15%
Sep 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.43%	11.62K	1.06M	0	0
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	1.06%	28.54K	2.6M	75	+0.26%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.7%	18.88K	1.72M	5.92K	+45.64%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.64%	17.39K	1.58M	684	+4.10%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.69%	18.68K	1.7M	18.68K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	5.05K	459.66K	-174.99K	-97.20%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.11%	3.03K	275.71K	-40	-1.30%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	27	2.45K	0	0
Sep 30, 2025	CX INSTITUTIONAL	0%	16	1K	0	0
Sep 30, 2025	KEY FINANCIAL INC	0%	12	1.09K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.12%	3.16K	287.84K	3.16K	+100.00%
Jun 30, 2025	BRIAUD FINANCIAL PLANNING, INC	0.02%	618	56K	618	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	693	62.98K	693	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.13%	3.28K	297.69K	37	+1.14%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.13%	3.51K	318.72K	2	+0.06%
Jun 30, 2025	CIBC WORLD MARKET INC.	0.14%	3.57K	324.71K	-1.23K	-25.56%
Jun 30, 2025	UBS GROUP AG	2.51%	65.27K	5.93M	-4.38K	-6.29%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	6.93%	180.04K	16.36M	-62.36K	-25.73%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	3.08K	279.73K	234	+8.23%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	5.24K	475.85K	5.24K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	466	42.38K	419	+891.49%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.03%	868	78.88K	449	+107.16%
Jun 30, 2025	STONEX GROUP INC.	0.09%	2.28K	206.93K	-137	-5.68%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.12%	3.07K	278.82K	-12	-0.39%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.19%	5K	454.22K	-1.1K	-18.04%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.21%	5.56K	505.11K	0	0
Jun 30, 2025	BALLAST, INC.	1.1%	28.47K	2.59M	28.47K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.19%	30.86K	2.81M	-18.46K	-37.42%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.07%	1.74K	156.85K	-7.5K	-81.19%
Jun 30, 2025	KEY FINANCIAL INC	0%	12	1.09K	-556	-97.89%
Jun 30, 2025	CX INSTITUTIONAL	0%	16	1K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	27	2.45K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0%	86	7.82K	0	0
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	2.33K	212.12K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	2.39K	216.91K	2.39K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.11%	2.87K	261.21K	2.87K	+100.00%
Jun 30, 2025		0.12%	3.17K	288.03K	34	+1.08%
Jun 30, 2025	ROYAL BANK OF CANADA	0.26%	6.7K	608K	-9.64K	-59.02%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.26%	6.79K	617.36K	823	+13.79%
Jun 30, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.34%	8.9K	808.83K	94	+1.07%
Jun 30, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.45%	11.62K	1.06M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.5%	12.96K	1.18M	2.79K	+27.46%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.51%	13.2K	1.2M	-264	-1.96%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.51%	13.33K	1.21M	6.52K	+95.77%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.39%	36.13K	3.28M	-28.44K	-44.04%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.49%	90.84K	8.26M	-10.9K	-10.71%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	4.39K	399.29K	1.39K	+46.04%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.18%	4.79K	434.93K	-106	-2.17%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.41%	10.74K	976K	4.63K	+75.94%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.43%	11.17K	1.01M	-1.43K	-11.32%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	11.48K	1.04M	1.75K	+17.93%
Jun 30, 2025	NOVEM GROUP	0.12%	3.17K	288.03K	34	+1.08%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	151	13.72K	3	+2.03%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.52%	13.63K	1.24M	2.86K	+26.57%
Jun 30, 2025	NATURAL INVESTMENTS, LLC	0.64%	16.7K	1.52M	-202	-1.19%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	12.67K	1.15M	-2.51K	-16.55%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	1.1%	28.47K	2.59M	378	+1.35%
Jun 30, 2025	FRANKLIN RESOURCES INC	12.13%	315.37K	28.66M	1.9K	+0.61%
Jun 30, 2025	CITADEL ADVISORS LLC	0.36%	9.34K	849.09M	-2.49K	-21.06%
Jun 30, 2025	MORGAN STANLEY	0.65%	16.9K	1.54B	-3.89K	-18.71%
Jun 30, 2025	LPL FINANCIAL LLC	16.84%	437.71K	39.78M	182.48K	+71.49%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.26%	58.66K	5.33M	-1.15K	-1.92%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.1%	2.55K	231.33K	62	+2.50%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	595	54K	295	+98.33%
Mar 31, 2025	KOSHINSKI ASSET MANAGEMENT, INC.	0.49%	11.62K	1.05M	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.14%	3.24K	293.99K	-231	-6.66%
Mar 31, 2025	M HOLDINGS SECURITIES, INC.	1.56%	37.28K	3.38M	-4.11K	-9.92%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.06%	49.32K	4.48M	30.67K	+164.52%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	591	53.65K	591	+100.00%
Mar 31, 2025		0.06%	1.39K	125.74K	-2.16K	-60.96%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.2%	4.89K	443.99K	645	+15.19%
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	1.18%	28.09K	2.55M	-73	-0.26%
Mar 31, 2025	STONEX GROUP INC.	0.1%	2.41K	219.12K	2.41K	+100.00%
Mar 31, 2025	FRANKLIN RESOURCES INC	13.12%	313.47K	28.45M	-1.77K	-0.56%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	216	19.61K	216	+100.00%
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.02%	415	37.65K	1	+0.24%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.02%	419	37.82K	0	0
Mar 31, 2025	KEY FINANCIAL INC	0.02%	568	51.56K	0	0
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.13%	3.08K	279.6K	-194	-5.93%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.15%	3.51K	318.15K	-2.19K	-38.43%
Mar 31, 2025	CIBC WORLD MARKET INC.	0.2%	4.8K	435.7K	1.34K	+38.61%
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.23%	5.56K	504.5K	5.56K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	6.1K	553.52K	165	+2.78%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.28%	6.81K	617.94K	-899	-11.66%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	148	13.43K	-31	-17.32%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	15.18K	1.38M	-11.92K	-43.98%
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0.37%	8.81K	799.32K	1.73K	+24.45%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	9.73K	883K	1.71K	+21.26%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.1%	2.48K	225.35K	54	+2.22%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.5%	59.81K	5.43M	-423.43K	-87.62%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	10.17K	923.13K	5.48K	+116.66%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	10.77K	979.06K	5.28K	+96.07%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.56%	13.46K	1.22M	-2.61K	-16.24%
Mar 31, 2025	ROYAL BANK OF CANADA	0.68%	16.34K	1.48M	225	+1.40%
Mar 31, 2025	NATURAL INVESTMENTS, LLC	0.71%	16.91K	1.53M	-60	-0.35%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.26%	101.74K	9.23M	32.27K	+46.45%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.25%	5.97K	541.9K	-5.09K	-46.04%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.26%	6.1K	554K	-18.34K	-75.03%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.39%	9.24K	838.71K	7.5K	+431.65%
Mar 31, 2025	JANE STREET GROUP, LLC	0.44%	10.59K	961.07K	-47.46K	-81.76%
Mar 31, 2025	ADVISOR RESOURCE COUNCIL	0.78%	18.7K	1.7M	18.7K	+100.00%
Mar 31, 2025	FINANCIAL & TAX ARCHITECTS, LLC	0.98%	23.41K	2.12M	2.07K	+9.68%
Mar 31, 2025	LPL FINANCIAL LLC	10.68%	255.23K	23.17M	143.46K	+128.36%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.1%	2.33K	211.86K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.12%	2.84K	258.15K	69	+2.49%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.13%	3.01K	273.04K	-250	-7.67%
Mar 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.02%	500	45.39K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.5%	11.84K	1.07M	-6.53K	-35.54%
Mar 31, 2025	MORGAN STANLEY	0.87%	20.79K	1.89M	176	+0.85%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	2.7%	64.57K	5.86M	28.21K	+77.60%
Mar 31, 2025	UBS GROUP AG	2.92%	69.65K	6.32M	-2.37K	-3.29%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	10.15%	242.4K	22M	-6.56K	-2.64%
Mar 31, 2025	NBC SECURITIES, INC.	0.01%	300	27	300	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.53%	12.59K	1.14M	-974	-7.18%
Mar 31, 2024	KINGSWOOD WEALTH ADVISORS, LLC	1.29%	21K	1.89M	0	0
Mar 31, 2024	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0%	0	-	-4.87K	-100.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-8.98K	-100.00%
Mar 31, 2024	FIRST TRUST CAPITAL MANAGEMENT L.P.	0%	0	-	-5.88K	-100.00%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0%	0	-	-2.23K	-100.00%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-5.88K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-3.08K	-100.00%
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	7	626	0	0
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0%	27	2.43K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.01%	209	18.84K	53	+33.97%
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0.03%	460	41.26K	460	+100.00%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.03%	500	45.08K	0	0
Mar 31, 2024	KEY FINANCIAL INC	0.04%	568	51.21K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.05%	773	69.69K	-1.71K	-68.87%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.12%	1.95K	175.99K	-74	-3.65%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	2.55K	229.51K	-407	-13.78%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	2.74K	247K	-66	-2.35%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.17%	2.82K	254K	-49	-1.71%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.19%	3.14K	282.81K	3.14K	+100.00%
Mar 31, 2024	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	3.29K	296.15K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.74%	12.22K	1.1M	-5.58K	-31.34%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.74%	12.1K	1.09M	-3.82K	-24.01%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.77%	12.55K	1.13M	4.5K	+55.88%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.82%	13.27K	1.2M	1.6K	+13.75%
Mar 31, 2024	ROYAL BANK OF CANADA	1.22%	20.31K	1.83M	-390	-1.88%
Mar 31, 2024	MORGAN STANLEY	1.57%	26.03K	2.35M	383	+1.49%
Mar 31, 2024	JANE STREET GROUP, LLC	3.52%	58.42K	5.27M	13.6K	+30.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.67%	61.03K	5.5M	269	+0.44%
Mar 31, 2024	CIBC WORLD MARKET INC.	0.97%	15.83K	1.43M	-616	-3.75%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.99%	16.47K	1.48M	234	+1.44%
Mar 31, 2024	FLOW TRADERS U.S. LLC	1.04%	16.91K	1.53M	16.91K	+100.00%
Mar 31, 2024	UBS GROUP AG	1.04%	17.32K	1.56M	-1.97K	-10.22%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.05%	17.38K	1.57M	576	+3.43%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	1.58%	25.61K	2.3B	-1.41K	-5.23%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.62%	26.88K	2.42M	-2.66K	-8.99%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.76%	29.18K	2.63M	-52.68K	-64.36%
Mar 31, 2024	FINANCIAL & TAX ARCHITECTS, LLC	2.52%	40.87K	3.68M	17.64K	+75.96%
Mar 31, 2024	LPL FINANCIAL LLC	3.03%	50.29K	4.53M	9.82K	+24.28%
Mar 31, 2024	M HOLDINGS SECURITIES, INC.	3.39%	54.99K	4.96M	-8.64K	-13.58%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	12.37%	200.87K	18.11M	22.93K	+12.89%
Mar 31, 2024	FRANKLIN RESOURCES INC	20.84%	338.36K	30.5M	-14.71K	-4.17%
Mar 31, 2024	CITADEL ADVISORS LLC	0.15%	2.41K	217.45K	-39.74K	-94.28%
Mar 31, 2024	KEY CLIENT FIDUCIARY ADVISORS, LLC	0.16%	2.54K	229.35K	2.54K	+100.00%
Mar 31, 2024	BERGER FINANCIAL GROUP, INC	0.24%	3.88K	349.74K	-300	-7.18%
Mar 31, 2024	LAIDLAW WEALTH MANAGEMENT LLC	0.26%	4.15K	374.22K	-326	-7.28%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.28%	4.54K	409.38K	285	+6.70%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	5.76K	518.82K	3.28K	+132.24%
Mar 31, 2024	KOSHINSKI ASSET MANAGEMENT, INC.	0.62%	10K	901.33K	-8.77K	-46.74%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	11.49K	1.04M	11.49K	+100.00%
Dec 31, 2023	UBS GROUP AG	1.14%	19.29K	1.74M	-2.45K	-11.26%
Dec 31, 2023	JANE STREET GROUP, LLC	2.66%	44.82K	4.03M	-26.74K	-37.37%
Dec 31, 2023	CITADEL ADVISORS LLC	2.5%	42.15K	3.79M	-38.17K	-47.53%
Dec 31, 2023	LPL FINANCIAL LLC	2.4%	40.46K	3.64M	2.35K	+6.17%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.75%	29.54K	2.66M	-15.41K	-34.28%
Dec 31, 2023		0.15%	2.48K	223.4K	2.48K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.52%	25.65K	2.31M	-10.88K	-29.78%
Dec 31, 2023	FINANCIAL & TAX ARCHITECTS, LLC	1.38%	23.23K	2.09M	-1.69K	-6.78%
Dec 31, 2023	ROYAL BANK OF CANADA	1.23%	20.7K	1.86M	-11.8K	-36.30%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	3.77%	63.63K	5.73M	-14.54K	-18.60%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	4.85%	81.86K	7.37M	73.89K	+927.35%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	10.55%	177.94K	16.01M	-30.79K	-14.75%
Dec 31, 2023	FRANKLIN RESOURCES INC	20.93%	353.06K	31.77M	-58.4K	-14.19%
Dec 31, 2023	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	7	619	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.6%	60.76K	5.47M	-8.75K	-12.59%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0%	27	2.43K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.01%	156	14.04K	-11	-6.59%
Dec 31, 2023	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.03%	500	44.99K	0	0
Dec 31, 2023	KEY FINANCIAL INC	0.03%	568	51.1K	490	+628.21%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.12%	2.03K	182.32K	-5	-0.25%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.13%	2.23K	200.46K	-290	-11.52%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	2.8K	252K	-406	-12.65%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.17%	2.87K	257.9K	-176	-5.79%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.18%	2.95K	265.69K	2.95K	+100.00%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.18%	3.08K	277.3K	-1.2K	-28.09%
Dec 31, 2023	U.S. CAPITAL WEALTH ADVISORS, LLC	0.19%	3.29K	295.56K	3.29K	+100.00%
Dec 31, 2023	BERGER FINANCIAL GROUP, INC	0.25%	4.18K	375.96K	-510	-10.88%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.25%	4.26K	382.92K	-387	-8.34%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.27%	4.48K	402.78K	-400	-8.20%
Dec 31, 2023	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.29%	4.87K	438.4K	-567	-10.42%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.35%	5.88K	529K	5.88K	+100.00%
Dec 31, 2023	FIRST TRUST CAPITAL MANAGEMENT L.P.	0.35%	5.88K	529.13K	5.88K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.48%	8.05K	724.38K	-405	-4.79%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.53%	8.98K	808.03K	8.98K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.69%	11.67K	1.05M	-1.89K	-13.94%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.94%	15.92K	1.43M	-5.79K	-26.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.96%	16.24K	1.46M	-512	-3.06%
Dec 31, 2023	CIBC WORLD MARKET INC.	0.98%	16.45K	1.48M	25	+0.15%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1%	16.8K	1.51M	733	+4.56%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.06%	17.8K	1.6M	-812	-4.36%
Dec 31, 2023	KOSHINSKI ASSET MANAGEMENT, INC.	1.11%	18.77K	1.69M	1.35K	+7.72%

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