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

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

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in FUTY by -27.42% restricting it's holding to 196.49 thousand shares of worth nearly $11.44M. NORTHSIDE CAPITAL MANAGEMENT, LLC also lessened -3.2% of the FUTY shares from its portfolio, reducing its holding to 135.46 thousand shares of worth $7.91M. MARINER, LLC also shunned FUTY shares holding by -6.3% last quarter which brought its holding to 341.74 thousand shares worth $19.96M.

Investors who are buying FUTY stock?

As per its latest 13F filing, APOLLON WEALTH MANAGEMENT, LLC increased its stake in FUTY by 6.39% in the last quarter. The institutional holder raised its holding to 151.03 thousand shares having worth more than $8.82M. CETERA INVESTMENT ADVISERS also added 13.99% more shares of FUTY to its portfolio, raising its holding to 285.68 thousand shares of worth $16.69M. IFG ADVISORY, LLC also increased its FUTY shares holding by 100% which brought its holding to 156.11 thousand shares worth $9.12M.

FUTY's major insiders: who are they?

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

Did an insider recently sell FUTY stock?

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

Which insider recently purchased FUTY stock?

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

How much of FUTY does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in FUTY?

APOLLON WEALTH MANAGEMENT, LLC is the largest institutional owner in FUTY which holds 151.03 thousand shares worth $8.82M or 0.37% of the total FUTY shares outstanding followed by CETERA INVESTMENT ADVISERS with ownership of 285.68 thousand shares representing 0.69% of the FUTY ownership. AMERIPRISE FINANCIAL INC is the third largest stakeholder with 196.49 thousand shares or 0.48% of the ownership worth more than $11.44M.

Is Fidelity MSCI Utilities 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 FUTY is concerned, it is a stock which is optionable.

Is there a short position on FUTY's shares?

Number of FUTY 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 FUTY shares are there?

As of today, null shares of FUTY are outstanding.

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

FUTY 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 FUTY is null.

Fidelity MSCI Utilities Index ETF (FUTY) 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. APOLLON WEALTH MANAGEMENT, LLC is the top corporate investor, holding 151.03K shares valued at $8.82M. A 0.37% stake in Fidelity MSCI Utilities Index ETF is owned by the company. CETERA INVESTMENT ADVISERS owns 285.68K shares valued at $16.69M, which translates its holding of 0.69% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.37%	151.03K	8.82M	9.08K	+6.39%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.69%	285.68K	16.69M	35.05K	+13.99%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.48%	196.49K	11.44M	-74.23K	-27.42%
Jun 30, 2026	IFG ADVISORY, LLC	0.38%	156.11K	9.12M	156.11K	+100.00%
Jun 30, 2026	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.33%	135.46K	7.91M	-4.48K	-3.20%
Jun 30, 2026	SIGMA PLANNING CORP	0.11%	44.66K	2.61M	978	+2.24%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	104.26K	6.09M	3.73K	+3.71%
Jun 30, 2026	AGF MANAGEMENT LTD	0.25%	103.05K	6.02M	1.74K	+1.72%
Jun 30, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.24%	97.91K	5.72M	64.49K	+193.03%
Jun 30, 2026	SWEENEY & MICHEL, LLC	0.23%	95.02K	5.36M	4.41K	+4.86%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.72%	296.96K	17.35M	1.33K	+0.45%
Jun 30, 2026	MARINER, LLC	0.83%	341.74K	19.96M	-22.97K	-6.30%
Jun 30, 2026		0.15%	58.5K	3.42M	1.39K	+2.43%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.16%	64.06K	3.74M	3.97K	+6.60%
Jun 30, 2026	MORGAN STANLEY	0.91%	374.74K	21.89M	7.73K	+2.11%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	399.81K	23.36M	-10.36K	-2.53%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	416.33K	24.32M	16.11K	+4.03%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.02%	419.96K	24.53M	73.45K	+21.20%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.22%	92.19K	5.39M	815	+0.89%
Jun 30, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	1.09%	449.54K	26.26M	52.25K	+13.15%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.34%	549.77K	32.12M	-2.87K	-0.52%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.93%	793.1K	46.36M	314.74K	+65.80%
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.1%	41.61K	2.43M	938	+2.31%
Jun 30, 2026	RICHMOND BROTHERS, INC.	0.1%	41.9K	2.45M	41.9K	+100.00%
Jun 30, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.11%	43.35K	2.53M	-22.09K	-33.76%
Jun 30, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.13%	52.4K	3.06M	-952	-1.78%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.13%	54.38K	3.18M	-21.53K	-28.36%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.16%	64.58K	3.77M	9.98K	+18.27%
Jun 30, 2026	RICHARD C. YOUNG & CO., LTD.	0.18%	74K	4.32M	308	+0.42%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.18%	75.7K	4.42M	1.95K	+2.64%
Jun 30, 2026	QUADRATURE CAPITAL LTD	0.38%	155.91K	9.11M	58.26K	+59.65%
Jun 30, 2026	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.06%	24.46K	1.43M	806	+3.41%
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.06%	25.14K	1.47M	5.27K	+26.49%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	25.17K	1.47M	25.17K	+100.00%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.07%	26.59K	1.55M	26.59K	+100.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	33.12K	1.93M	175	+0.53%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.09%	35.89K	2.1M	-80	-0.22%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.09%	36.49K	2.13M	10.54K	+40.63%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.1%	39.31K	2.3M	12.25K	+45.25%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.1%	41.89K	2.45M	-567	-1.34%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.16%	65.43K	3.82M	-28.9K	-30.64%
Jun 30, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.17%	71.89K	4.2M	681	+0.96%
Jun 30, 2026	UBS GROUP AG	0.18%	73.76K	4.31M	8.42K	+12.89%
Jun 30, 2026	LIDO ADVISORS, LLC	1.34%	551.57K	32.22M	-18.99K	-3.33%
Jun 30, 2026	LPL FINANCIAL LLC	2.11%	867.81K	50.7M	22.69K	+2.69%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	4.53%	1.87M	108.99M	176.82K	+10.47%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	16.73%	6.89M	402.25M	-2.29M	-24.92%
Jun 30, 2026	YODER WEALTH MANAGEMENT, INC.	0.11%	44.77K	2.62M	-3.25K	-6.76%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.12%	50.18K	2.93M	-5.62K	-10.07%
Jun 30, 2026	FMR LLC	0.15%	59.82K	3.49M	5.48K	+10.08%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	60.06K	3.51M	641	+1.08%
Jun 30, 2026	ROYAL BANK OF CANADA	0.15%	63.05K	3.68M	34.65K	+121.97%
Jun 30, 2026	AVAII WEALTH MANAGEMENT, LLC	0.35%	143.13K	8.36M	143.13K	+100.00%
Jun 30, 2026	SIMON QUICK ADVISORS, LLC	0.13%	52.16K	3.05M	-129	-0.25%
Jun 30, 2026	TARGETED FINANCIAL SERVICES LLC	0.14%	58.5K	3.42M	1.39K	+2.43%
Jun 30, 2026	LIFEPLAN INVESTMENT ADVISORS, INC.	0.14%	59.17K	3.46M	-89	-0.15%
Jun 30, 2026	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.19%	79.98K	4.67M	2.68K	+3.47%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	91.35K	5.34M	16.17K	+21.50%
Jun 30, 2026	GSB WEALTH MANAGEMENT, LLC	0.13%	55.04K	3.22M	-808	-1.45%
Mar 31, 2026	RICHARD C. YOUNG & CO., LTD.	0.18%	73.69K	4.35M	471	+0.64%
Mar 31, 2026	ESTATE COUNSELORS, LLC	0.12%	47.2K	2.79M	-25.78K	-35.32%
Mar 31, 2026	YODER WEALTH MANAGEMENT, INC.	0.12%	48.01K	2.84M	-206	-0.43%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.19%	73.75K	4.36M	4.9K	+7.12%
Mar 31, 2026	SIMON QUICK ADVISORS, LLC	0.13%	52.28K	3.09M	1.23K	+2.41%
Mar 31, 2026	BEAUMONT FINANCIAL ADVISORS, LLC	0.13%	53.36K	3.15M	1.16K	+2.22%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.14%	55.85K	3.3M	758	+1.38%
Mar 31, 2026	FMR LLC	0.14%	54.34K	3.21M	13.39K	+32.69%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.14%	54.61K	3.23M	31.69K	+138.25%
Mar 31, 2026		0.14%	57.12K	3.37M	9.11K	+18.98%
Mar 31, 2026	Q3 ASSET MANAGEMENT	0.14%	55.77K	3.29M	55.77K	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.14%	55.8K	3.3M	14.39K	+34.75%
Mar 31, 2026	LIFEPLAN INVESTMENT ADVISORS, INC.	0.15%	59.26K	3.5M	-1.75K	-2.87%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.15%	59.41K	3.51M	-40.99K	-40.82%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.15%	60.09K	3.55M	5.96K	+11.00%
Mar 31, 2026	UBS GROUP AG	0.16%	65.34K	3.86M	-32.36K	-33.12%
Mar 31, 2026	KINGSWOOD WEALTH ADVISORS, LLC	0.16%	65.44K	3.87M	-85.36K	-56.60%
Mar 31, 2026	MALTIN WEALTH MANAGEMENT, INC.	0.18%	71.21K	4.21M	14.5K	+25.57%
Mar 31, 2026	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.19%	77.3K	4.57M	6.5K	+9.18%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	75.18K	4.44M	3.64K	+5.08%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	75.91K	4.48M	832	+1.11%
Mar 31, 2026	SWEENEY & MICHEL, LLC	0.23%	90.61K	5.42M	1.62K	+1.82%
Mar 31, 2026	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.35%	139.94K	8.27M	19.46K	+16.15%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.36%	141.95K	8.39M	10.77K	+8.21%
Mar 31, 2026	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.49%	194.04K	11.46M	-6.06K	-3.03%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1%	400.22K	23.64M	59.2K	+17.36%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.03%	410.17K	24.23M	-200	-0.05%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.25%	97.66K	5.77M	-193	-0.20%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	100.53K	5.94M	-148	-0.15%
Mar 31, 2026	AGF MANAGEMENT LTD	0.25%	101.31K	5.98M	-109.26K	-51.89%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.39%	552.64K	32.64M	66.52K	+13.68%
Mar 31, 2026	LIDO ADVISORS, LLC	1.43%	570.56K	33.7M	-27.08K	-4.53%
Mar 31, 2026	LPL FINANCIAL LLC	2.12%	845.12K	49.92M	92.28K	+12.26%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.11%	42.46K	2.51M	6.31K	+17.46%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	43.69K	2.58M	677	+1.57%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.63%	250.63K	14.8M	57.66K	+29.88%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.67%	270.72K	15.99M	16.44K	+6.46%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	32.94K	1.95M	2.81K	+9.31%
Mar 31, 2026	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.08%	33.41K	1.97M	-137.36K	-80.44%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.74%	295.63K	17.46M	96.34K	+48.34%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.87%	346.51K	20.47M	56.03K	+19.29%
Mar 31, 2026	MARINER, LLC	0.92%	364.71K	21.54M	10.76K	+3.04%
Mar 31, 2026	MORGAN STANLEY	0.92%	367.01K	21.68M	5.07K	+1.40%
Mar 31, 2026	TRAPHAGEN INVESTMENT ADVISORS LLC	1%	397.29K	23.47M	328.83K	+480.29%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.2%	478.36K	28.27M	-233.43K	-32.79%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.09%	35.97K	2.12M	3.31K	+10.14%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.09%	36.64K	2.16M	-7.68K	-17.33%
Mar 31, 2026	LIFEWORKS ADVISORS, LLC	0.1%	40.67K	2.4M	2.77K	+7.31%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.06%	24.05K	1.42M	-600	-2.43%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0.06%	25.7K	1.52M	-2.22K	-7.94%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.06%	25.95K	1.53M	-10.62K	-29.04%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.07%	27.07K	1.6M	439	+1.65%
Mar 31, 2026	ATLAS CAPITAL ADVISORS LLC	0.07%	28.92K	1.71M	6.01K	+26.23%
Mar 31, 2026	BELLWETHER ADVISORS, LLC	0.08%	30.47K	1.8M	30.47K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	4.24%	1.69M	99.76M	317.48K	+23.15%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.23%	91.38K	5.4M	241	+0.26%
Mar 31, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.24%	94.33K	5.57M	65.65K	+228.95%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	23.01%	9.17M	541.72M	77.71K	+0.85%
Dec 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.07%	28.68K	1.58M	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	30.14K	1.66M	1.36K	+4.72%
Dec 31, 2025	MACH-1 FINANCIAL GROUP, LLC	0.08%	31.32K	1.73M	31.32K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	32.66K	1.8M	4.97K	+17.96%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	341.02K	18.83M	27.63K	+8.82%
Dec 31, 2025	MARINER, LLC	0.92%	353.94K	19.54M	-18.36K	-4.93%
Dec 31, 2025	MORGAN STANLEY	0.98%	361.94K	19.99M	14.22K	+4.09%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	410.37K	22.66M	23.92K	+6.19%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.93%	711.78K	39.33M	-81.9K	-10.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	24.6%	9.09M	502.12M	8.33K	+0.09%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	23.47K	1.3M	7.74K	+49.19%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.06%	25.01K	982.97K	100	+0.40%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.06%	24.65K	1.36M	382	+1.57%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.07%	26.63K	1.47M	26.63K	+100.00%
Dec 31, 2025	HECK CAPITAL ADVISORS, LLC	0.07%	27.9K	1.54M	-322	-1.14%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	100.68K	5.56M	2.98K	+3.05%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.26%	97.85K	5.4M	97.85K	+100.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.34%	131.18K	7.24M	10.85K	+9.01%
Dec 31, 2025	IFG ADVISORY, LLC	0.38%	151.55K	8.37M	-496	-0.33%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.24%	91.14K	5.03M	-841	-0.91%
Dec 31, 2025		0.13%	48.01K	2.65M	48.01K	+100.00%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.1%	37.9K	2.09M	3.89K	+11.44%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	3.71%	1.37M	75.73M	329.55K	+31.63%
Dec 31, 2025	LPL FINANCIAL LLC	1.91%	752.84K	41.57M	76.6K	+11.33%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.41%	150K	8.28M	50K	+50.00%
Dec 31, 2025	LIDO ADVISORS, LLC	1.52%	597.63K	33.73M	1.09K	+0.18%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.09%	36.56K	2.02M	2.5K	+7.32%
Dec 31, 2025	SIGMA PLANNING CORP	0.11%	43.01K	3.02M	11.01K	+34.42%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.11%	41.41K	2.29M	-2.78K	-6.30%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.12%	44.32K	2.45M	3.59K	+8.81%
Dec 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.13%	48.22K	2.66M	3.31K	+7.37%
Dec 31, 2025	SIMON QUICK ADVISORS, LLC	0.13%	51.06K	2.82M	-63	-0.12%
Dec 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.14%	52.2K	2.88M	-35	-0.07%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.14%	55.09K	3.04M	-2.48K	-4.31%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	54.13K	2.99M	11.12K	+25.85%
Dec 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.15%	56.71K	3.13M	7.97K	+16.35%
Dec 31, 2025	LIFEPLAN INVESTMENT ADVISORS, INC.	0.16%	61.01K	3.37M	686	+1.14%
Dec 31, 2025	WEALTH ALLIANCE ADVISORY GROUP, LLC	0.09%	36.15K	2M	36.15K	+100.00%
Dec 31, 2025	FMR LLC	0.11%	40.95K	2.26M	2.49K	+6.47%
Dec 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.18%	68.46K	3.78M	8.27K	+13.74%
Dec 31, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.18%	70.8K	3.91M	-3.85K	-5.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.31%	486.11K	26.84M	35.48K	+7.87%
Dec 31, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.31%	120.48K	6.65M	2.14K	+1.80%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.19%	68.85K	3.8M	4.21K	+6.52%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	100.4K	5.54M	53.8K	+115.44%
Dec 31, 2025	UBS GROUP AG	0.26%	97.7K	5.39M	24.54K	+33.54%
Dec 31, 2025	ESTATE COUNSELORS, LLC	0.19%	72.98K	4.03M	-196.12K	-72.88%
Dec 31, 2025	RICHARD C. YOUNG & CO., LTD.	0.19%	73.22K	4.04M	-407	-0.55%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.19%	75.07K	4.15M	24.06K	+47.15%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	71.55K	3.95M	147	+0.21%
Dec 31, 2025	SWEENEY & MICHEL, LLC	0.23%	89K	5.13M	4.95K	+5.89%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.41%	150.8K	8.33M	3.5K	+2.37%
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.46%	170.77K	9.43M	-21.78K	-11.31%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.52%	199.29K	11M	17.61K	+9.69%
Dec 31, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.52%	200.09K	11.05M	7.23K	+3.75%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.52%	192.97K	10.66M	95.86K	+98.71%
Dec 31, 2025	AGF MANAGEMENT LTD	0.57%	210.57K	11.63M	106.2K	+101.75%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.66%	254.29K	14.04M	170.98K	+205.25%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.79%	290.48K	16.04M	154.74K	+113.99%
Dec 31, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.07%	27.92K	1.54M	7.91K	+39.50%
Dec 31, 2025	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.06%	23.02K	1.27M	-365	-1.56%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	47.74K	2.7M	4.33K	+9.96%
Sep 30, 2025	LIFEPLAN INVESTMENT ADVISORS, INC.	0.17%	60.33K	3.41M	1.64K	+2.79%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.15%	51.02K	2.88M	42.81K	+521.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	26.18%	9.08M	513.02M	289.16K	+3.29%
Sep 30, 2025	NORTHSIDE CAPITAL MANAGEMENT, LLC	0.34%	118.34K	6.68M	114.35K	+2,865.99%
Sep 30, 2025	SIMON QUICK ADVISORS, LLC	0.15%	51.12K	2.89M	900	+1.79%
Sep 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.17%	60.19K	3.4M	-6.57K	-9.84%
Sep 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.15%	52.23K	2.95M	-5.79K	-9.97%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.17%	57.66K	3.26M	-4.24K	-6.86%
Sep 30, 2025	MORGAN STANLEY	1%	347.72K	19.64M	1.47K	+0.43%
Sep 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.14%	48.74K	2.75M	2.36K	+5.10%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	34.07K	1.92M	-1.36K	-3.85%
Sep 30, 2025	INDEPENDENCE FINANCIAL ADVISORS, LLC	0.56%	192.87K	10.89M	185.79K	+2,625.66%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.52%	181.68K	10.26M	19.29K	+11.88%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.14%	47.58K	2.69M	-4.44K	-8.53%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.13%	44.19K	2.5M	31.93K	+260.49%
Sep 30, 2025	LPL FINANCIAL LLC	1.95%	676.24K	38.19M	69.28K	+11.41%
Sep 30, 2025	LIDO ADVISORS, LLC	1.72%	596.54K	33.69M	22.03K	+3.83%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.11%	386.45K	21.82M	2.56K	+0.67%
Sep 30, 2025	MARINER, LLC	1.07%	372.3K	21.02M	19.27K	+5.46%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.9%	313.4K	17.7M	9.07K	+2.98%
Sep 30, 2025	ESTATE COUNSELORS, LLC	0.78%	269.1K	15.2M	210	+0.08%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	97.7K	5.52M	7.55K	+8.37%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.28%	97.11K	5.48M	51.97K	+115.13%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.27%	91.98K	5.19M	1.95K	+2.16%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	64.64K	3.65M	13	+0.02%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.17%	57.57K	3.25M	2.94K	+5.37%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	56.73K	3.2M	14.82K	+35.36%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	43.02K	2.43M	-2.59K	-5.69%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.55%	192.56K	10.87M	-8.2K	-4.08%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.29%	100K	5.65M	50K	+100.00%
Sep 30, 2025	SWEENEY & MICHEL, LLC	0.24%	84.04K	4.9M	1.05K	+1.26%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.24%	83.3K	4.7M	5.76K	+7.43%
Sep 30, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.22%	74.65K	4.22M	343	+0.46%
Sep 30, 2025	UBS GROUP AG	0.21%	73.16K	4.13M	-13.37K	-15.46%
Sep 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.13%	44.91K	2.54M	3.29K	+7.92%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	3%	1.04M	58.83M	168.63K	+19.31%
Sep 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.08%	28.68K	1.62M	-17.75K	-38.23%
Sep 30, 2025	HECK CAPITAL ADVISORS, LLC	0.08%	28.23K	1.59M	286	+1.02%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.08%	27.69K	1.56M	4.1K	+17.37%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.07%	25.93K	1.46M	-39.27K	-60.23%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	24.91K	1.41M	922	+3.84%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.07%	24.27K	1.37M	312	+1.30%
Sep 30, 2025	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.07%	23.39K	1.32M	415	+1.81%
Sep 30, 2025	NWAM LLC	0.06%	22.11K	1.29M	567	+2.63%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.06%	20.13K	1.17M	20.13K	+100.00%
Sep 30, 2025	ELEVATED CAPITAL ADVISORS, LLC	0.06%	20.02K	1.13M	6.13K	+44.19%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.06%	19.2K	1.08M	630	+3.39%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.05%	18.82K	1.06M	2.08K	+12.40%
Sep 30, 2025	PFG ADVISORS	0.05%	18.18K	1.03M	18.18K	+100.00%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	34.01K	1.92M	821	+2.47%
Sep 30, 2025	RICHARD C. YOUNG & CO., LTD.	0.21%	73.63K	4.16M	-956	-1.28%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.21%	71.4K	4.03M	5.91K	+9.03%
Sep 30, 2025	FMR LLC	0.11%	38.47K	2.17M	7K	+22.25%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.3%	450.64K	25.45M	25.19K	+5.92%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	46.6K	2.63M	46.6K	+100.00%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.12%	40.73K	2.3M	5.11K	+14.33%
Sep 30, 2025	IFG ADVISORY, LLC	0.44%	152.04K	8.59M	2.34K	+1.56%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.42%	147.3K	8.32M	106K	+256.63%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	135.75K	7.67M	34.16K	+33.63%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.35%	120.34K	6.8M	1.92K	+1.62%
Sep 30, 2025	AGF MANAGEMENT LTD	0.3%	104.37K	5.89M	9.65K	+10.19%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.29%	793.68K	44.41M	48.68K	+6.53%
Sep 30, 2025	SIGMA PLANNING CORP	0.09%	32K	1.81M	1.07K	+3.46%
Sep 30, 2025	FULL SAIL CAPITAL, LLC	0.09%	29.8K	1.68M	-768	-2.51%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	28.78K	1.63M	1.33K	+4.86%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.14%	745K	39.21M	166.04K	+28.68%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.1%	383.89K	20.19M	13.11K	+3.53%
Jun 30, 2025	MARINER, LLC	1.02%	353.04K	18.57M	335.47K	+1,909.33%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.88%	304.33K	16.01M	25.79K	+9.26%
Jun 30, 2025	ESTATE COUNSELORS, LLC	0.77%	268.89K	14.14M	172.15K	+177.96%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.58%	200.75K	10.56M	151.24K	+305.49%
Jun 30, 2025	GIMBAL FINANCIAL	0.49%	168.87K	8.88M	168.87K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT MANAGEMENT, LLC	0.1%	35.56K	1.87M	1.08K	+3.12%
Jun 30, 2025	IFG ADVISORY, LLC	0.43%	149.7K	7.87M	1.84K	+1.25%
Jun 30, 2025	LIFEPLAN INVESTMENT ADVISORS, INC.	0.17%	58.69K	3.09M	-549	-0.93%
Jun 30, 2025	SIGMA PLANNING CORP	0.09%	30.93K	1.63M	-2.92K	-8.63%
Jun 30, 2025	FMR LLC	0.09%	31.47K	1.66B	-6.93K	-18.04%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	32.79K	1.72M	-4.57K	-12.24%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0.1%	34.04K	1.79M	-4.15K	-10.87%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	35.43K	1.86M	605	+1.74%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.12%	43.41K	2.28M	-542	-1.23%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	45.14K	2.37M	5.55K	+14.02%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.18%	61.9K	3.26M	1.18K	+1.94%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.19%	64.63K	3.4M	1.16K	+1.83%
Jun 30, 2025	RICHARD C. YOUNG & CO., LTD.	0.21%	74.59K	3.92M	-217	-0.29%
Jun 30, 2025	SWEENEY & MICHEL, LLC	0.24%	83K	4.41M	2.22K	+2.74%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	90.16K	4.74M	-1.63K	-1.77%
Jun 30, 2025	AGF MANAGEMENT LTD	0.27%	94.72K	4.98M	7.9K	+9.10%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	33.19K	1.75M	-367	-1.09%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.12%	41.3K	2.17M	841	+2.08%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	41.91K	2.2M	26.09K	+164.91%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	45.61K	2.4M	5.07K	+12.50%
Jun 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.13%	46.43K	2.44M	24.35K	+110.31%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.14%	50K	2.63M	50K	+100.00%
Jun 30, 2025	SIMON QUICK ADVISORS, LLC	0.14%	50.22K	2.64M	50.22K	+100.00%
Jun 30, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.14%	50.34K	2.65M	485	+0.97%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.15%	52.02K	2.74M	46.81K	+898.98%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.19%	65.2K	3.43M	413	+0.64%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.22%	77.54K	4.08M	3.36K	+4.53%
Jun 30, 2025	UBS GROUP AG	0.25%	86.53K	4.55M	18.03K	+26.31%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.16%	54.64K	2.87M	335	+0.62%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.29%	101.58K	5.34M	-2.99K	-2.86%
Jun 30, 2025		0.1%	35.56K	1.87M	1.08K	+3.12%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	35.63K	1.87M	2.35K	+7.06%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.34%	118.42K	6.23M	7.06K	+6.34%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	162.39K	8.54M	-88.69K	-35.32%
Jun 30, 2025	FULL SAIL CAPITAL, LLC	0.09%	30.57K	1.61M	-322	-1.04%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	27.45K	1.44M	1.01K	+3.81%
Jun 30, 2025	SMITH SHELLNUT WILSON LLC /ADV	0.07%	24.21K	1.27M	670	+2.85%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.07%	23.98K	1.26M	7.41K	+44.67%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.07%	23.96K	1.26M	-66	-0.27%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	21.71K	1.14M	285	+1.33%
Jun 30, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.19%	66.76K	3.51M	-2.25K	-3.26%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	65.49K	3.44M	59.97K	+1,086.56%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.26%	90.03K	4.74M	-866	-0.95%
Jun 30, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.21%	74.31K	3.91M	-1.66K	-2.19%
Jun 30, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.17%	58.02K	3.05M	-708	-1.21%
Jun 30, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.13%	46.38K	2.44M	1.79K	+4.01%
Jun 30, 2025	NWAM LLC	0.06%	21.54K	1.18M	0	0
Jun 30, 2025	YODER WEALTH MANAGEMENT, INC.	0.12%	41.62K	2.19M	2.07K	+5.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	25.31%	8.8M	462.65M	171.75K	+1.99%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	2.51%	873.18K	45.93M	1.93K	+0.22%
Jun 30, 2025	MORGAN STANLEY	1%	346.25K	18.21B	46.55K	+15.53%
Jun 30, 2025	LPL FINANCIAL LLC	1.75%	606.96K	31.93M	66.65K	+12.34%
Jun 30, 2025	LIDO ADVISORS, LLC	1.65%	574.51K	30.22M	61.48K	+11.98%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.22%	425.44K	22.38M	63.33K	+17.49%
Mar 31, 2025	FMR LLC	0.12%	38.39K	1.96M	8.19K	+27.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	104.57K	5.33M	-4.97K	-4.53%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.34%	110.8K	5.65M	-78.4K	-41.44%
Mar 31, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.23%	75.97K	3.87M	-2.5K	-3.19%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.34%	111.36K	5.67M	7.33K	+7.05%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	37.36K	1.9M	-5.78K	-13.39%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	91.79K	4.68M	30.78K	+50.46%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.26%	84.61K	4.31M	2.33K	+2.84%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	74.18K	3.78M	23.62K	+46.71%
Mar 31, 2025		0.18%	59.24K	3.02M	-700	-1.17%
Mar 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.17%	54.3K	2.77M	2.64K	+5.11%
Mar 31, 2025	YODER WEALTH MANAGEMENT, INC.	0.12%	39.55K	2.02M	1.23K	+3.20%
Mar 31, 2025	TRAPHAGEN INVESTMENT ADVISORS LLC	0.21%	69.02K	3.52M	-21.27K	-23.56%
Mar 31, 2025	BEAUMONT FINANCIAL ADVISORS, LLC	0.18%	58.73K	2.99M	-2.11K	-3.46%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	26.62%	8.62M	439.39M	-198.98K	-2.26%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	43.96K	2.24M	-1.19K	-2.64%
Mar 31, 2025	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.15%	48.72K	2.48M	12.62K	+34.97%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.15%	49.51K	2.52M	15.27K	+44.61%
Mar 31, 2025	SOUTHERN CAPITAL ADVISORS, LLC	0.15%	49.86K	2.54M	7.19K	+16.85%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	0.17%	54.12K	2.76M	8.56K	+18.78%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	63.47K	3.23M	9.41K	+17.42%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.2%	64.79K	3.3M	1.36K	+2.14%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.12%	40.46K	2.06M	-24.72K	-37.92%
Mar 31, 2025	UBS GROUP AG	0.21%	68.51K	3.49M	-63.99K	-48.29%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.14%	44.59K	2.27M	3.01K	+7.25%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.77%	251.08K	12.79M	33.32K	+15.30%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.12%	362.11K	18.45M	30.74K	+9.27%
Mar 31, 2025	AGF MANAGEMENT LTD	0.27%	86.82K	4.42M	6.54K	+8.14%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.28%	90.9K	4.63M	3.3K	+3.77%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.86%	278.54K	14.19M	7.97K	+2.95%
Mar 31, 2025	MORGAN STANLEY	0.92%	299.7K	15.27M	74.96K	+33.36%
Mar 31, 2025	LIDO ADVISORS, LLC	1.58%	513.03K	26.14M	-36.1K	-6.57%
Mar 31, 2025	LPL FINANCIAL LLC	1.67%	540.31K	27.53M	70.21K	+14.94%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	1.77%	574.4K	11.27M	30.04K	+5.52%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.79%	578.96K	29.52M	238.3K	+69.95%
Mar 31, 2025	GRANT/GROSSMENDELSOHN, LLC	0.19%	61.44K	3.12M	61.44K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.19%	60.72K	3.09M	60.72K	+100.00%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.25%	82.52K	4.2M	-14.05K	-14.55%
Mar 31, 2025	SWEENEY & MICHEL, LLC	0.25%	80.78K	3.82M	80.78K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	75.68K	3.86M	-7.03K	-8.50%
Mar 31, 2025	ATLAS CAPITAL ADVISORS LLC	0.12%	38.19K	1.95M	-2.85K	-6.94%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.11%	34.83K	1.77M	834	+2.45%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	2.69%	871.26K	44.39M	111.51K	+14.68%
Mar 31, 2025	ESTATE COUNSELORS, LLC	0.3%	96.74K	4.93M	-170	-0.18%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	39.59K	2.02M	4.68K	+13.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	370.79K	18.89M	43.9K	+13.43%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.26%	83.35K	4.25M	78.07K	+1,475.99%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.13%	40.54K	2.07M	-1.4K	-3.33%
Mar 31, 2025	IFG ADVISORY, LLC	0.46%	147.86K	7.53M	3.93K	+2.73%
Mar 31, 2025	RICHARD C. YOUNG & CO., LTD.	0.23%	74.8K	3.81M	-3.16K	-4.06%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	2.18%	534.05K	22.65M	85.04K	+18.94%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	15.89%	4.5M	191.05M	-5.01M	-52.67%
Mar 31, 2024	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.05%	13.4K	568.53K	1.22K	+9.97%
Mar 31, 2024	SMITH, SALLEY & ASSOCIATES	0.05%	13.66K	579.27K	-45	-0.33%
Mar 31, 2024	CX INSTITUTIONAL	0.05%	13.92K	590.55K	-6.53K	-31.93%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.05%	14.32K	607.25K	842	+6.25%
Mar 31, 2024	GSB WEALTH MANAGEMENT, LLC	0.05%	14.81K	628.34K	4.64K	+45.57%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.05%	15.24K	646.4K	-6.95K	-31.33%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.06%	16.42K	696.72K	-7K	-29.88%
Mar 31, 2024	CEDAR WEALTH MANAGEMENT, LLC	0.07%	18.73K	794.57K	18.73K	+100.00%
Mar 31, 2024	BEAM WEALTH ADVISORS, INC.	0.07%	18.9K	801.78K	2.76K	+17.09%
Mar 31, 2024	FMR LLC	0.07%	18.91K	802.03K	1.21K	+6.84%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.07%	19.15K	812.17K	-1.78K	-8.50%
Mar 31, 2024	UBS GROUP AG	0.07%	20.46K	867.7K	-4.48K	-17.98%
Mar 31, 2024	ATLAS CAPITAL ADVISORS LLC	0.07%	20.05K	850.5K	1.36K	+7.29%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	25.28K	1.07M	9.45K	+59.67%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.09%	22.36K	948.69K	-12.28K	-35.45%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	36.23K	1.54M	29.67K	+452.19%
Mar 31, 2024	YODER WEALTH MANAGEMENT, INC.	0.13%	32.46K	1.38M	3.79K	+13.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	38.24K	1.62M	5.14K	+15.53%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.14%	33.08K	1.4M	17.56K	+113.17%
Mar 31, 2024	FULL SAIL CAPITAL, LLC	0.15%	36.21K	1.54M	2.24K	+6.59%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.15%	36.52K	1.55M	11.6K	+46.58%
Mar 31, 2024	JANE STREET GROUP, LLC	0.15%	42.72K	1.81M	27.72K	+184.66%
Mar 31, 2024	ESTATE COUNSELORS, LLC	0.42%	101.53K	4.31M	0	0
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0.43%	105.88K	4.49M	12.02K	+12.80%
Mar 31, 2024		3.35%	820.12K	34.79M	-41.14K	-4.78%
Mar 31, 2024	NWAM LLC	0.09%	22.5K	1.01M	-7.63K	-25.31%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.09%	22.75K	965.17K	26	+0.11%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	22.79K	966.95K	3.14K	+15.98%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.1%	24.36K	1.03M	54	+0.22%
Mar 31, 2024	GALVIN, GAUSTAD & STEIN, LLC	0.11%	26.24K	1.11M	-6.56K	-19.99%
Mar 31, 2024	FINANCIAL MANAGEMENT NETWORK INC	0.11%	26.76K	1.12M	-3.53K	-11.65%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.11%	27.02K	1.15M	75	+0.28%
Mar 31, 2024	AGF MANAGEMENT LTD	0.11%	27.74K	1.18M	9.64K	+53.25%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.11%	32.19K	1.35M	-48.25K	-59.98%
Mar 31, 2024	SIGMA PLANNING CORP	0.12%	29.37K	1.25M	15.03K	+104.77%
Mar 31, 2024	PROQUILITY PRIVATE WEALTH PARTNERS, LLC	0.12%	29.64K	1.26M	18.24K	+159.96%
Mar 31, 2024	MALTIN WEALTH MANAGEMENT, INC.	0.15%	37.18K	1.58M	2.62K	+7.58%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.16%	37.92K	1.61M	-875	-2.26%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.16%	45.65K	1.94M	-2.31K	-4.82%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.16%	39.68K	1.68M	1.33K	+3.46%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	42.13K	1.79M	3.46K	+8.94%
Mar 31, 2024	CITADEL ADVISORS LLC	0.18%	50.11K	2.13M	21.57K	+75.57%
Mar 31, 2024	BECK BODE, LLC	0.21%	51.76K	2.2M	-6.72K	-11.49%
Mar 31, 2024	BEAUMONT FINANCIAL ADVISORS, LLC	0.23%	55.35K	2.35M	-2.64K	-4.55%
Mar 31, 2024	FORTIS ADVISORS, LLC	0.24%	58.32K	2.47M	184	+0.32%
Mar 31, 2024	MONUMENTAL FINANCIAL GROUP INC.	0.28%	68.43K	2.9M	3.07K	+4.70%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.3%	72.86K	3.1M	72.86K	+100.00%
Mar 31, 2024	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.31%	75.04K	3.18M	391	+0.52%
Mar 31, 2024	RICHARD C. YOUNG & CO., LTD.	0.33%	80.68K	3.42M	-2.09K	-2.52%
Mar 31, 2024	IFG ADVISORY, LLC	0.54%	131.31K	5.57M	3.94K	+3.09%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.6%	147.34K	6.25M	8.3K	+5.97%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	215.06K	9.12M	-34.07K	-13.68%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.83%	234.56K	9.95M	-24.39K	-9.42%
Mar 31, 2024	LPL FINANCIAL LLC	0.91%	256.75K	10.89M	-37.18K	-12.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.93%	264.67K	11.23M	38.87K	+17.21%
Mar 31, 2024	TRAPHAGEN INVESTMENT ADVISORS LLC	3.35%	820.12K	34.79M	-41.14K	-4.78%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.08%	262.91K	11.15M	262.91K	+100.00%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.31%	75.92K	3.22M	3.18K	+4.37%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	77.22K	3.28M	11.79K	+18.02%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.72%	204K	8.65M	81.29K	+66.25%
Mar 31, 2024	MORGAN STANLEY	0.73%	206.17K	8.75M	19.81K	+10.63%
Mar 31, 2024	LIDO ADVISORS, LLC	2.08%	508.54K	21.57M	110K	+27.60%
Dec 31, 2023	TORONTO DOMINION BANK	0.61%	199.5K	8.15M	-278K	-58.22%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.7%	225.81K	9.24M	-68.37K	-23.24%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	249.13K	10.18M	-50.94K	-16.98%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.8%	258.95K	10.58M	12.21K	+4.95%
Dec 31, 2023	LPL FINANCIAL LLC	0.9%	293.94K	12.01M	19.5K	+7.11%
Dec 31, 2023	LIDO ADVISORS, LLC	1.23%	398.53K	16.28M	-1.11K	-0.28%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	1.32%	428.45K	17.51M	278.34K	+185.42%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	1.38%	449.01K	17.7M	184.8K	+69.95%
Dec 31, 2023	RATIONAL ADVISORS LLC	1.64%	534.06K	21.82M	-749.4K	-58.39%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	29.29%	9.51M	388.78M	-7.65M	-44.57%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.07%	23.42K	957.05K	12.72K	+118.91%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.07%	24.3K	993.03K	-1.31K	-5.11%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.08%	24.42K	998K	5.7K	+30.47%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.08%	24.91K	1.02M	3.41K	+15.85%
Dec 31, 2023	UBS GROUP AG	0.08%	24.94K	1.02M	924	+3.85%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.08%	25.2K	1.03M	25.2K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.08%	26.94K	1.1M	26.94K	+100.00%
Dec 31, 2023	CITADEL ADVISORS LLC	0.09%	28.54K	1.17M	-14.29K	-33.37%
Dec 31, 2023	YODER WEALTH MANAGEMENT, INC.	0.09%	28.67K	1.17M	6.63K	+30.07%
Dec 31, 2023	NWAM LLC	0.09%	30.13K	1.23M	-7.96K	-20.91%
Dec 31, 2023	FINANCIAL MANAGEMENT NETWORK INC	0.09%	30.29K	1.26M	-327	-1.07%
Dec 31, 2023	JSF FINANCIAL, LLC	0.09%	30.71K	1.25M	30.71K	+100.00%
Dec 31, 2023	GALVIN, GAUSTAD & STEIN, LLC	0.1%	32.79K	1.34M	26.69K	+437.13%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.1%	33.1K	1.35M	2.96K	+9.82%
Dec 31, 2023	FULL SAIL CAPITAL, LLC	0.1%	33.97K	1.39M	-155.34K	-82.06%
Dec 31, 2023	MALTIN WEALTH MANAGEMENT, INC.	0.11%	34.56K	1.41M	-11K	-24.14%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.11%	34.65K	1.42M	18.18K	+110.45%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.12%	38.35K	1.57M	3.01K	+8.51%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.12%	38.67K	1.58M	-10.65K	-21.59%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.12%	38.79K	1.59M	-4.68K	-10.77%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	40.36K	1.65M	1.5K	+3.86%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	41.47K	1.02M	41.47K	+100.00%
Dec 31, 2023	BENCHMARK FINANCIAL WEALTH ADVISORS, LLC	0.13%	43.43K	1.77M	43.43K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.15%	47.96K	1.96M	27.24K	+131.50%
Dec 31, 2023	BEAUMONT FINANCIAL ADVISORS, LLC	0.18%	57.99K	2.37M	33.12K	+133.15%
Dec 31, 2023	MORGAN STANLEY	0.57%	186.37K	7.61M	-149.83K	-44.57%
Dec 31, 2023	RICHARD C. YOUNG & CO., LTD.	0.25%	82.76K	3.38M	82.76K	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.29%	93.87K	3.84M	-22.9K	-19.61%
Dec 31, 2023	ESTATE COUNSELORS, LLC	0.31%	101.53K	4.15M	60.62K	+148.18%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.25%	80.44K	3.28M	48.26K	+150.00%
Dec 31, 2023	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.23%	74.65K	3.05M	9.64K	+14.83%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.22%	72.74K	2.97M	2.51K	+3.58%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.21%	67.07K	2.74M	67.07K	+100.00%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.2%	65.43K	2.72M	50.84K	+348.56%
Dec 31, 2023	MONUMENTAL FINANCIAL GROUP INC.	0.2%	65.36K	2.67M	-13.02K	-16.61%
Dec 31, 2023	BECK BODE, LLC	0.18%	58.48K	2.39M	-2.58K	-4.23%
Dec 31, 2023	FORTIS ADVISORS, LLC	0.18%	58.13K	2.38M	-21.47K	-26.97%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.43%	139.04K	5.68M	-3.59K	-2.52%
Dec 31, 2023	IFG ADVISORY, LLC	0.39%	127.37K	5.2M	7.37K	+6.14%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.38%	122.71K	5.01M	97.1K	+379.22%

Frequently Asked Questions