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

Who are the major shareholders selling Fidelity Value Factor ETF stock?

GOLDMAN SACHS GROUP INC, in the last quarter, reduced its stake in FVAL by -40.8% restricting it's holding to 18.71 thousand shares of worth nearly $1.46M. BOUVEL INVESTMENT PARTNERS, LLC also lessened -4.37% of the FVAL shares from its portfolio, reducing its holding to 39.35 thousand shares of worth $3.07M. MORGAN STANLEY also shunned FVAL shares holding by -0.23% last quarter which brought its holding to 131.31 thousand shares worth $10.23M.

Investors who are buying FVAL stock?

As per its latest 13F filing, KESTRA PRIVATE WEALTH SERVICES, LLC increased its stake in FVAL by 9.38% in the last quarter. The institutional holder raised its holding to 128.09 thousand shares having worth more than $9.98M. SPECTRUM INVESTMENT ADVISORS, INC. also added 16.61% more shares of FVAL to its portfolio, raising its holding to 18.86 thousand shares of worth $1.47M. J.W. COLE ADVISORS, INC. also increased its FVAL shares holding by 100% which brought its holding to 19.2 thousand shares worth $1.50M.

FVAL's major insiders: who are they?

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

Did an insider recently sell FVAL stock?

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

Which insider recently purchased FVAL stock?

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

How much of FVAL does insiders own?

Around 0 Fidelity Value Factor ETF shares are held by insiders, which represents about N/A of FVAL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FVAL?

KESTRA PRIVATE WEALTH SERVICES, LLC is the largest institutional owner in FVAL which holds 128.09 thousand shares worth $9.98M or 0.82% of the total FVAL shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 18.71 thousand shares representing 0.12% of the FVAL ownership. SPECTRUM INVESTMENT ADVISORS, INC. is the third largest stakeholder with 18.86 thousand shares or 0.12% of the ownership worth more than $1.47M.

Is Fidelity Value Factor 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 FVAL is concerned, it is a stock which is optionable.

Is there a short position on FVAL's shares?

Number of FVAL 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 FVAL shares are there?

As of today, null shares of FVAL are outstanding.

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

FVAL 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 FVAL is null.

Fidelity Value Factor ETF (FVAL) 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. KESTRA PRIVATE WEALTH SERVICES, LLC is the top corporate investor, holding 128.09K shares valued at $9.98M. A 0.82% stake in Fidelity Value Factor ETF is owned by the company. GOLDMAN SACHS GROUP INC owns 18.71K shares valued at $1.46M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.82%	128.09K	9.98M	10.98K	+9.38%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.12%	18.71K	1.46M	-12.89K	-40.80%
Jun 30, 2026	SPECTRUM INVESTMENT ADVISORS, INC.	0.12%	18.86K	1.47M	2.69K	+16.61%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.12%	19.2K	1.5M	19.2K	+100.00%
Jun 30, 2026	BOUVEL INVESTMENT PARTNERS, LLC	0.25%	39.35K	3.07M	-1.8K	-4.37%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	50.03K	3.9M	1.02K	+2.07%
Jun 30, 2026	CERTIFIED ADVISORY CORP	0.32%	50.09K	3.9M	37.83K	+308.62%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.39%	61.23K	4.77M	7.33K	+13.59%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	0.76%	118.96K	9.27M	2.25K	+1.93%
Jun 30, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.83%	129.44K	10.09M	2.65K	+2.09%
Jun 30, 2026	MORGAN STANLEY	0.84%	131.31K	10.23M	-302	-0.23%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.88%	136.51K	10.59M	25.73K	+23.23%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.93%	145.22K	11.32M	-1.84K	-1.25%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.15%	179.34K	13.98M	6.05K	+3.49%
Jun 30, 2026		1.15%	183.21K	14.28M	-10.48K	-5.41%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.35%	211.22K	16.46M	-15.47K	-6.83%
Jun 30, 2026	JPMORGAN CHASE & CO	1.43%	222.61K	17.29M	16.07K	+7.78%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.12%	330.81K	25.78M	49.27K	+17.50%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	2.13%	331.73K	25.85M	36.43K	+12.34%
Jun 30, 2026	HIGH PROBABILITY ADVISORS, LLC	2.84%	443.67K	34.58M	18.95K	+4.46%
Jun 30, 2026	FMR LLC	10.5%	1.64M	127.63M	-46.09K	-2.74%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	11.36%	1.77M	138.15M	72.48K	+4.26%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.06%	9.93K	774.04K	141	+1.44%
Jun 30, 2026	FLAGSHIP WEALTH ADVISORS, LLC	0.06%	10.12K	788.7K	10.12K	+100.00%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.07%	10.65K	830.24K	1.09K	+11.37%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	11.37K	902.96K	592	+5.49%
Jun 30, 2026	MONTIS FINANCIAL, LLC	0.08%	12.47K	972.1K	-127	-1.01%
Jun 30, 2026	VALMARK ADVISERS, INC.	0.09%	14.81K	1.15M	-1.57K	-9.60%
Jun 30, 2026	SIGMA PLANNING CORP	0.1%	16.31K	1.27M	-248	-1.50%
Jun 30, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.11%	17.06K	1.33M	-167	-0.97%
Jun 30, 2026	BLACKROCK, INC.	0.11%	17.15K	1.34M	0	0
Jun 30, 2026	LVZ, INC.	0.11%	17.43K	1.36M	17.43K	+100.00%
Jun 30, 2026	TRAUB CAPITAL MANAGEMENT LLC	0.11%	17.61K	1.37M	-743	-4.05%
Jun 30, 2026	PFG ADVISORS	0.19%	29.26K	2.28M	-10.12K	-25.69%
Jun 30, 2026	PRISM ADVISORS, INC.	0.21%	33.19K	2.59M	-7	-0.02%
Jun 30, 2026	CUSTOS FAMILY OFFICE, LLC	0.79%	123.1K	9.59M	488	+0.40%
Jun 30, 2026	GOODWIN INVESTMENT ADVISORY	0.58%	89.75K	6.99M	10.16K	+12.77%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.49%	76.96K	6M	1.15K	+1.51%
Jun 30, 2026	CEDAR POINT CAPITAL PARTNERS, LLC	0.42%	65.14K	5.08M	1.92K	+3.04%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.3%	46.8K	3.65M	1.18K	+2.58%
Jun 30, 2026	ALTFEST L J & CO INC	0.28%	44.16K	3.44M	-915	-2.03%
Jun 30, 2026	BEACON ADVISORS HOLDINGS, LLC	1.17%	183.21K	14.28M	-10.48K	-5.41%
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.27%	42.25K	3.29M	42.25K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.16%	24.6K	1.92M	5.12K	+26.27%
Jun 30, 2026	GTS SECURITIES LLC	0.11%	18.19K	1.42M	18.19K	+100.00%
Jun 30, 2026	FORBES FINANCIAL PLANNING, INC.	0.16%	24.63K	1.92M	-119	-0.48%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.16%	24.94K	1.94M	3.87K	+18.38%
Jun 30, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.15%	22.89K	1.78M	607	+2.72%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.13%	20.34K	1.59M	2.46K	+13.74%
Jun 30, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.3%	47.38K	3.69M	-417	-0.87%
Jun 30, 2026	EMPOWERED FUNDS, LLC	0.3%	47.38K	3.69M	-417	-0.87%
Jun 30, 2026	LPL FINANCIAL LLC	1.97%	307.04K	23.93M	16.76K	+5.77%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.86%	290.29K	22.62M	76.44K	+35.74%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	1.89%	294.57K	22.96M	7.99K	+2.79%
Jun 30, 2026	ROYAL BANK OF CANADA	1.96%	306.08K	23.86M	4.71K	+1.56%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	20.24K	1.58M	9.73K	+92.50%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.25%	39.28K	3.06M	383	+0.98%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	22.08K	1.72M	128	+0.58%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.17%	26.67K	2.08M	1.66K	+6.65%
Jun 30, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.17%	27.15K	2.12M	1.29K	+4.98%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.17%	27.15K	2.12M	27.15K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	38.18K	2.98M	-3.5K	-8.40%
Jun 30, 2026	CREATIVE PLANNING	0.69%	106.91K	8.33M	276	+0.26%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.71%	110.58K	7.67M	-3.22K	-2.83%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.63%	254.52K	19.84M	6.6K	+2.66%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.74%	116.71K	8.1M	3.22K	+2.83%
Mar 31, 2026		0.11%	17.01K	1.18M	-4.48K	-20.83%
Mar 31, 2026	PFG ADVISORS	0.25%	39.38K	2.73M	-20.72K	-34.48%
Mar 31, 2026	GOODWIN INVESTMENT ADVISORY	0.5%	79.59K	5.52M	-813	-1.01%
Mar 31, 2026	BLACKROCK, INC.	0.11%	17.15K	1.19M	17.15K	+100.00%
Mar 31, 2026	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.11%	17.23K	1.2M	2.61K	+17.81%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.11%	17.88K	1.24M	3.17K	+21.57%
Mar 31, 2026	TRAUB CAPITAL MANAGEMENT LLC	0.12%	18.35K	1.27M	-197	-1.06%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.12%	19.48K	1.35M	-3.82K	-16.40%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.13%	21.07K	1.42M	1.78K	+9.21%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.14%	21.95K	1.52M	-4.45K	-16.85%
Mar 31, 2026	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.14%	22.29K	1.55M	1.36K	+6.51%
Mar 31, 2026	FORBES FINANCIAL PLANNING, INC.	0.16%	24.75K	1.72M	-121	-0.49%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.16%	25K	1.74M	517	+2.11%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0.16%	25.86K	1.79M	7.91K	+44.10%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.2%	31.6K	2.19M	2.12K	+7.19%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.7%	110.78K	7.48M	40.93K	+58.59%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.72%	113.8K	8.22M	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.74%	117.11K	8.13M	970	+0.84%
Mar 31, 2026	AVIDIAN WEALTH SOLUTIONS, LLC	0.8%	126.78K	8.8M	123.81K	+4,165.95%
Mar 31, 2026	MORGAN STANLEY	0.83%	131.61K	9.13M	5.54K	+4.39%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.93%	147.06K	10.21M	-49.24K	-25.09%
Mar 31, 2026	JPMORGAN CHASE & CO	1.31%	206.53K	13.93M	-1.07K	-0.51%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.35%	213.85K	14.84M	-24.94K	-10.45%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.43%	226.69K	15.73M	-106.13K	-31.89%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.57%	247.92K	17.21M	-3.22K	-1.28%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.78%	281.54K	19.54M	24.38K	+9.48%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	1.81%	286.58K	19.89M	11.01K	+3.99%
Mar 31, 2026	LPL FINANCIAL LLC	1.84%	290.29K	20.15M	-41.47K	-12.50%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	1.87%	295.3K	20.49M	5.06K	+1.74%
Mar 31, 2026	ROYAL BANK OF CANADA	1.91%	301.38K	20.92M	757	+0.25%
Mar 31, 2026	HIGH PROBABILITY ADVISORS, LLC	2.69%	424.71K	29.48M	-5.21K	-1.21%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.1%	173.29K	12.03M	-16.44K	-8.66%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	16.56K	1.15M	-440	-2.59%
Mar 31, 2026	FMR LLC	10.65%	1.68M	116.85M	28.87K	+1.74%
Mar 31, 2026	ALTFEST L J & CO INC	0.28%	45.07K	3.13M	3.81K	+9.22%
Mar 31, 2026	CREATIVE PLANNING	0.67%	106.63K	7.4M	4.1K	+4.00%
Mar 31, 2026	PRISM ADVISORS, INC.	0.21%	33.19K	2.3M	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.25%	38.9K	2.71M	21.8K	+127.46%
Mar 31, 2026	BOUVEL INVESTMENT PARTNERS, LLC	0.26%	41.15K	2.86M	-833	-1.98%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	41.67K	2.89M	18.56K	+80.29%
Mar 31, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.29%	45.62K	3.17M	-719	-1.55%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0.3%	47.8K	3.32M	-23.42K	-32.89%
Mar 31, 2026	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.3%	47.8K	3.32M	-23.42K	-32.89%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	49.02K	3.4M	3.75K	+8.29%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.34%	53.9K	3.74M	3.73K	+7.44%
Mar 31, 2026	CEDAR POINT CAPITAL PARTNERS, LLC	0.4%	63.21K	4.39M	3.16K	+5.26%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.48%	75.82K	5.26M	-137.57K	-64.47%
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	9.24K	641.24K	7	+0.08%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.06%	9.57K	663.84K	693	+7.81%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	10.78K	753.32K	472	+4.58%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.08%	11.96K	899.02K	11.96K	+100.00%
Mar 31, 2026	CWM, LLC	0.08%	12.19K	845.95K	12.03K	+7,424.69%
Mar 31, 2026	CERTIFIED ADVISORY CORP	0.08%	12.26K	850.75K	1.45K	+13.44%
Mar 31, 2026	MONTIS FINANCIAL, LLC	0.08%	12.6K	874.46K	-406	-3.12%
Mar 31, 2026	SPECTRUM INVESTMENT ADVISORS, INC.	0.11%	16.17K	1.12M	911	+5.97%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.11%	16.38K	1.14M	70	+0.43%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.14%	22.8K	1.58M	-66.4K	-74.44%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	10.75%	1.7M	118M	150.01K	+9.68%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	9.23K	667.26K	9	+0.10%
Dec 31, 2025	FLAGSHIP WEALTH ADVISORS, LLC	0.06%	9.43K	681.51K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	238.79K	17.26M	-16.46K	-6.45%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	1.42%	213.39K	15.54M	-204.38K	-48.92%
Dec 31, 2025	CITADEL ADVISORS LLC	0.09%	14.3K	1.03B	-17.51K	-55.04%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.09%	14.71K	1.06M	4.03K	+37.72%
Dec 31, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.1%	14.62K	1.06M	451	+3.18%
Dec 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	0.1%	15.26K	1.1M	275	+1.83%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.11%	16.54K	1.2M	820	+5.22%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.11%	16.31K	1.18M	-566	-3.35%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.11%	17.1K	1.24M	11.41K	+200.42%
Dec 31, 2025		0.14%	21.49K	1.55M	21.49K	+100.00%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	26.4K	1.91M	-148	-0.56%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	29.48K	2.13M	1.69K	+6.08%
Dec 31, 2025	PRISM ADVISORS, INC.	0.22%	33.19K	2.4M	-48.34K	-59.29%
Dec 31, 2025	ALTFEST L J & CO INC	0.27%	41.27K	2.98M	1.23K	+3.06%
Dec 31, 2025	HIGH PROBABILITY ADVISORS, LLC	2.86%	429.92K	31.07M	2.31K	+0.54%
Dec 31, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.28%	41.98K	3.03M	-1.9K	-4.32%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	45.26K	3.27M	1.77K	+4.06%
Dec 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.31%	46.34K	3.35M	-25	-0.05%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	50.17K	3.63M	15.85K	+46.20%
Dec 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.39%	60.05K	4.34M	2.49K	+4.32%
Dec 31, 2025	PFG ADVISORS	0.4%	60.1K	4.34M	17.6K	+41.40%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.45%	69.86K	5.05M	35.39K	+102.68%
Dec 31, 2025	CAMBRIA INVESTMENT MANAGEMENT, L.P.	0.46%	71.22K	5.15M	71.22K	+100.00%
Dec 31, 2025	GOODWIN INVESTMENT ADVISORY	0.51%	80.4K	5.81M	-472	-0.58%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.57%	89.2K	6.45M	-10.6K	-10.62%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.74%	113.5K	8.2M	2.41K	+2.17%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.76%	113.8K	8.22M	29.85K	+35.55%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.77%	116.14K	8.39M	7.2K	+6.61%
Dec 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.81%	121.3K	8.77M	-1.13K	-0.92%
Dec 31, 2025	MORGAN STANLEY	0.81%	126.07K	9.11M	-1.24K	-0.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.22%	189.73K	13.71M	6.11K	+3.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.61%	251.14K	18.15M	-6.53K	-2.53%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.65%	257.17K	18.59M	23.16K	+9.90%
Dec 31, 2025	ROYAL BANK OF CANADA	1.93%	300.62K	21.73M	-28.2K	-8.58%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	10.31K	759.35K	7	+0.07%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	10.63K	768.07K	335	+3.25%
Dec 31, 2025	CERTIFIED ADVISORY CORP	0.07%	10.81K	780.99K	52	+0.48%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.08%	11.88K	868.85K	11.88K	+100.00%
Dec 31, 2025	MONTIS FINANCIAL, LLC	0.08%	13.01K	939.97K	0	0
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.11%	17.42K	1.26M	17.42K	+100.00%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.12%	19.29K	1.39M	-1.52K	-7.29%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.13%	20.77K	1.45M	1.44K	+7.45%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.14%	20.92K	1.51M	4.12K	+24.50%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.46%	71.22K	5.15M	71.22K	+100.00%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	2.21%	332.82K	24.05M	-68.91K	-17.15%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	23.12K	1.67M	-554	-2.34%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	23.3K	1.68M	6.76K	+40.89%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.16%	24.49K	1.77M	5.31K	+27.72%
Dec 31, 2025	FORBES FINANCIAL PLANNING, INC.	0.17%	24.87K	1.8M	-60.7K	-70.94%
Dec 31, 2025	LPL FINANCIAL LLC	2.15%	331.75K	23.98M	-9.16K	-2.69%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.93%	290.24K	20.98M	110.32K	+61.32%
Dec 31, 2025	CREATIVE PLANNING	0.66%	102.53K	7.41M	-7.18K	-6.55%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	1.79%	275.57K	19.92M	-23.48K	-7.85%
Dec 31, 2025	CUSTOS FAMILY OFFICE, LLC	0.82%	127.97K	9.25M	-24.49K	-16.06%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.26%	196.3K	14.19M	-2.37K	-1.19%
Dec 31, 2025	JPMORGAN CHASE & CO	1.32%	207.6K	15M	1.2K	+0.58%
Dec 31, 2025	FMR LLC	10.6%	1.65M	119.6M	6.01K	+0.36%
Dec 31, 2025	LVZ, INC.	0.17%	26.04K	1.88M	-1.5K	-5.46%
Dec 31, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.12%	18.55K	1.34M	-50	-0.27%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.12%	17.94K	1.3M	457	+2.61%
Dec 31, 2025	SIGMA PLANNING CORP	0.11%	17K	1.23M	-3.86K	-18.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.93%	1.55M	112.03M	73.85K	+5.00%
Sep 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.28%	43.88K	3.02M	-1.43K	-3.15%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.51%	234.01K	16.12M	56.13K	+31.55%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.79%	122.42K	8.43M	-23.71K	-16.22%
Sep 30, 2025	CREATIVE PLANNING	0.71%	109.71K	7.56M	-293	-0.27%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.52%	1.48M	101.68M	78.31K	+5.60%
Sep 30, 2025	LPL FINANCIAL LLC	2.2%	340.91K	23.48M	46.45K	+15.77%
Sep 30, 2025	ROYAL BANK OF CANADA	2.12%	328.82K	22.65M	-29.07K	-8.12%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.17%	26.55K	1.83M	-5.27K	-16.57%
Sep 30, 2025	JPMORGAN CHASE & CO	1.33%	206.4K	14.21M	-1.68K	-0.81%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.66%	257.67K	17.47M	11.57K	+4.70%
Sep 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.3%	46.37K	3.19M	885	+1.95%
Sep 30, 2025	ALTFEST L J & CO INC	0.26%	40.04K	2.76M	383	+0.97%
Sep 30, 2025	FMR LLC	10.63%	1.65M	113.56M	-63.67K	-3.72%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	2.69%	417.77K	28.77M	390.8K	+1,449.02%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.18%	183.62K	12.65M	42.69K	+30.29%
Sep 30, 2025	GOODWIN INVESTMENT ADVISORY	0.52%	80.87K	5.57M	1.99K	+2.52%
Sep 30, 2025	PFG ADVISORS	0.27%	42.5K	2.93M	42.5K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.2%	31.81K	2.19M	-430	-1.33%
Sep 30, 2025	LVZ, INC.	0.18%	27.54K	1.9M	-767	-2.71%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	23.67K	1.63M	-3.12K	-11.63%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.13%	20.81K	1.43M	2.83K	+15.77%
Sep 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.12%	18.6K	1.28M	-320	-1.69%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.11%	16.88K	1.16M	-7.87K	-31.81%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.1%	15.72K	1.08M	667	+4.43%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.72%	111.09K	7.65M	1.6K	+1.46%
Sep 30, 2025	HIGH PROBABILITY ADVISORS, LLC	2.76%	427.61K	29.45M	12.68K	+3.05%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	2.59%	401.74K	27.67M	401.74K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.65%	255.25K	17.58M	-574.95K	-69.25%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.28%	198.68K	13.68M	20.29K	+11.37%
Sep 30, 2025	FORBES FINANCIAL PLANNING, INC.	0.55%	85.57K	5.94M	1.13K	+1.33%
Sep 30, 2025	SIGMA PLANNING CORP	0.13%	20.85K	1.44M	-2.97K	-12.46%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.07%	10.68K	735.59K	-12.28K	-53.48%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	10.3K	713.55K	-74	-0.71%
Sep 30, 2025	FLAGSHIP WEALTH ADVISORS, LLC	0.06%	9.43K	649.44K	9.43K	+100.00%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	9.22K	635.29K	134	+1.47%
Sep 30, 2025	HOXTON PLANNING & MANAGEMENT, LLC	0.06%	8.83K	608.12K	0	0
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.06%	8.6K	592.22K	930	+12.13%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.05%	8.22K	566K	3.29K	+66.63%
Sep 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.05%	8.07K	556.39K	-31	-0.38%
Sep 30, 2025	CERITY PARTNERS LLC	0.05%	7.86K	541.45K	9	+0.11%
Sep 30, 2025	GWN SECURITIES INC.	0.05%	7.65K	528.28K	-1.41K	-15.52%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	7.52K	517.62K	-588	-7.26%
Sep 30, 2025	CUSTOS FAMILY OFFICE, LLC	0.98%	152.46K	10.5M	-169.07K	-52.58%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.64%	99.8K	6.87M	-2K	-1.96%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.7%	108.94K	7.5M	3.96K	+3.78%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.11%	16.81K	1.16M	-12.56K	-42.78%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	43.5K	3M	-152	-0.35%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.1%	16.26K	1.12M	7.67K	+89.27%
Sep 30, 2025	PRISM ADVISORS, INC.	0.53%	81.53K	5.62M	0	0
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.54%	83.95K	5.78M	19.17K	+29.60%
Sep 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.37%	57.57K	3.96M	1.49K	+2.65%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	39.91K	2.75M	-9.62K	-19.42%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	34.47K	2.37M	8.33K	+31.88%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	34.32K	2.36M	1.68K	+5.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.18%	27.79K	1.91M	-2.78K	-9.10%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	16.54K	1.14M	4.3K	+35.17%
Sep 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	0.1%	14.99K	1.03M	-102	-0.68%
Sep 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.09%	14.17K	976.08K	838	+6.28%
Sep 30, 2025	MONTIS FINANCIAL, LLC	0.08%	13.01K	895.74K	-554	-4.09%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.07%	10.76K	740.71K	5.29K	+96.94%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	1.93%	299.05K	20.6M	148.72K	+98.92%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.16%	179.92K	12.39M	1.69K	+0.95%
Sep 30, 2025	MORGAN STANLEY	0.82%	127.31K	8.77M	5.84K	+4.81%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.12%	19.33K	1.33M	5.36K	+38.39%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.12%	19.17K	1.32M	4.7K	+32.52%
Sep 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.11%	17.49K	1.2M	669	+3.98%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	9.09K	580.64K	-2.04K	-18.34%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.07%	9.56K	610.49K	14	+0.15%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	10.38K	671.69K	-770	-6.91%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	12.24K	781K	4.09K	+50.23%
Jun 30, 2025	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.09%	13.34K	851.72K	8.66K	+185.00%
Jun 30, 2025	MONTIS FINANCIAL, LLC	0.09%	13.56K	866.08K	-527	-3.74%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.1%	13.97K	892.22K	402	+2.96%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.1%	15.06K	961.64K	1.84K	+13.88%
Jun 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	0.1%	15.09K	963.74K	849	+5.96%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.16%	22.96K	1.47M	-72.74K	-76.01%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	26.14K	1.66M	9.09K	+53.31%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	26.79K	1.71M	1.63K	+6.47%
Jun 30, 2025	LVZ, INC.	0.19%	28.31K	1.81M	28.31K	+100.00%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.2%	29.37K	1.88M	3.32K	+12.72%
Jun 30, 2025	LPL FINANCIAL LLC	2%	294.47K	18.81M	40.39K	+15.90%
Jun 30, 2025	CUSTOS FAMILY OFFICE, LLC	2.19%	321.54K	20.54M	2.29K	+0.72%
Jun 30, 2025	ROYAL BANK OF CANADA	2.43%	357.89K	22.86M	192.85K	+116.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.65%	830.2K	53.03M	-23.3K	-2.73%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.1%	14.47K	924K	14.47K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	9.51%	1.4M	89.29M	94.27K	+7.23%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.21%	30.57K	1.95M	2.78K	+10.01%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.96%	140.93K	9M	10.35K	+7.93%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.21%	178.22K	11.38M	4.32K	+2.48%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	1.02%	150.34K	9.6M	189	+0.13%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.99%	146.13K	9.33M	52	+0.04%
Jun 30, 2025	CITADEL ADVISORS LLC	0.22%	32.24K	2.06M	-10.88K	-25.23%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.19%	27.6K	1.77M	-2.58K	-8.55%
Jun 30, 2025	MORGAN STANLEY	0.83%	121.47K	7.76M	-4.94K	-3.90%
Jun 30, 2025	TRAUB CAPITAL MANAGEMENT LLC	0.13%	18.92K	1.21M	18.92K	+100.00%
Jun 30, 2025	FMR LLC	11.65%	1.71M	109.38M	755.32K	+78.90%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.21%	178.39K	11.39M	29.2K	+19.57%
Jun 30, 2025	FORBES FINANCIAL PLANNING, INC.	0.57%	84.44K	5.39M	-27.8K	-24.77%
Jun 30, 2025	PRISM ADVISORS, INC.	0.55%	81.53K	5.21M	0	0
Jun 30, 2025	GOODWIN INVESTMENT ADVISORY	0.54%	78.88K	5.04M	13.69K	+21.00%
Jun 30, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.38%	56.08K	3.58M	3.14K	+5.93%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	32.64K	2.08M	5.08K	+18.43%
Jun 30, 2025	ALTFEST L J & CO INC	0.27%	39.66K	2.53M	-1.66K	-4.02%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	43.65K	2.79M	9.05K	+26.14%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	26.97K	1.72M	-544.83K	-95.28%
Jun 30, 2025		0.13%	18.92K	1.21M	18.92K	+100.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.16%	23.82K	1.52M	-121	-0.51%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.21%	177.88K	11.36M	13K	+7.89%
Jun 30, 2025	HIGH PROBABILITY ADVISORS, LLC	2.82%	414.94K	26.5M	37.15K	+9.83%
Jun 30, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.31%	45.3K	2.89M	-4.83K	-9.63%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	49.54K	3.16M	26.5K	+115.02%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.44%	64.78K	4.14M	5.58K	+9.42%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.69%	101.8K	6.5M	-103.6K	-50.44%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.71%	104.98K	6.71M	3.08K	+3.02%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.74%	109.5K	6.99M	2.13K	+1.98%
Jun 30, 2025	JPMORGAN CHASE & CO	1.42%	208.08K	13.29M	14.42K	+7.44%
Jun 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.31%	45.48K	2.9M	13.02K	+40.09%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.17%	24.75K	1.58M	179	+0.73%
Jun 30, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.11%	16.82K	1.07M	-761	-4.33%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.12%	17.97K	1.15M	17.97K	+100.00%
Jun 30, 2025	CREATIVE PLANNING	0.75%	110K	7.03M	-3.05K	-2.70%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.67%	246.1K	15.72M	-2.16K	-0.87%
Jun 30, 2025	CERITY PARTNERS LLC	0.05%	7.85K	501.59K	8	+0.10%
Jun 30, 2025	CROSSMARK GLOBAL HOLDINGS, INC.	0.06%	8.1K	517.43K	-1.02K	-11.21%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	8.1K	517.6K	800	+10.95%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.06%	8.59K	528.51K	-4.02K	-31.87%
Jun 30, 2025	HOXTON PLANNING & MANAGEMENT, LLC	0.06%	8.83K	563.97K	0	0
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.22%	31.82K	2.03M	5.74K	+22.00%
Jun 30, 2025	GWN SECURITIES INC.	0.06%	9.06K	578.65K	-1.28K	-12.34%
Mar 31, 2025	CEDAR POINT CAPITAL PARTNERS, LLC	0.37%	52.94K	3.15M	667	+1.28%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	1.05%	150.15K	8.95M	-1.4K	-0.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.15%	164.88K	9.83M	47.55K	+40.53%
Mar 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.12%	17.58K	1.08M	0	0
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.75%	107.37K	6.4M	3.28K	+3.15%
Mar 31, 2025	CITADEL ADVISORS LLC	0.3%	43.11K	2.57M	10.59K	+32.55%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.71%	101.9K	6.07M	16.18K	+18.87%
Mar 31, 2025	FORBES FINANCIAL PLANNING, INC.	0.78%	112.24K	6.69M	11.02K	+10.88%
Mar 31, 2025	CREATIVE PLANNING	0.79%	113.06K	6.74M	-2.59K	-2.24%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.09%	12.61K	751.38K	4.02K	+46.79%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.09%	13.03K	776K	574	+4.61%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	13.22K	787.85K	9.81K	+287.60%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	13.57K	808.46K	5.5K	+68.24%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.18%	26.09K	1.55M	-1.55K	-5.62%
Mar 31, 2025	MONTIS FINANCIAL, LLC	0.1%	14.09K	839.45K	-2.73K	-16.21%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.19%	27.71K	1.65M	27.71K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	27.79K	1.66M	27.79K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.21%	30.18K	1.8M	3.93K	+14.99%
Mar 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.23%	32.47K	1.93M	776	+2.45%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	34.6K	2.06M	-3.05K	-8.10%
Mar 31, 2025	BOUVEL INVESTMENT PARTNERS, LLC	0.35%	50.13K	3.04M	1.99K	+4.13%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.41%	59.2K	3.53M	26.6K	+81.57%
Mar 31, 2025	PRISM ADVISORS, INC.	0.57%	81.53K	4.86M	-11.07K	-11.95%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.67%	95.7K	5.7M	6.53K	+7.33%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.21%	173.9K	10.36M	13.15K	+8.18%
Mar 31, 2025	JPMORGAN CHASE & CO	1.35%	193.66K	11.54M	-2.04M	-91.31%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.43%	205.4K	12.24M	181.9K	+774.04%
Mar 31, 2025	LPL FINANCIAL LLC	1.77%	254.08K	15.14M	64.19K	+33.81%
Mar 31, 2025	CUSTOS FAMILY OFFICE, LLC	2.23%	319.24K	19.02M	-1.31K	-0.41%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	3.99%	571.8K	36.34M	0	0
Mar 31, 2025	SIGMA PLANNING CORP	0.17%	23.94K	1.43M	4.45K	+22.82%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.73%	248.26K	14.8M	8.53K	+3.56%
Mar 31, 2025	AVIDIAN WEALTH SOLUTIONS, LLC	1.76%	252.01K	15.02M	252.01K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.95%	853.49K	50.86M	-54.15K	-5.97%
Mar 31, 2025	FMR LLC	6.68%	957.26K	57.04M	102.93K	+12.05%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	9.09%	1.3M	77.69M	165.62K	+14.55%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.18%	26.06K	1.55M	3.83K	+17.22%
Mar 31, 2025	PFG ADVISORS	0.3%	42.75K	2.55M	-2.04K	-4.55%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	26.09K	1.55M	-1.55K	-5.62%
Mar 31, 2025		2.64%	377.79K	22.51M	13.97K	+3.84%
Mar 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	1.02%	146.08K	8.7M	78.51K	+116.20%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	130.58K	7.78M	-17.5K	-11.82%
Mar 31, 2025	MORGAN STANLEY	0.88%	126.41K	7.53M	48.08K	+61.39%
Mar 31, 2025	ALTFEST L J & CO INC	0.29%	41.32K	2.46M	-6.18K	-13.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	27.56K	1.64M	8.61K	+45.42%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	25.16K	1.5M	2.05K	+8.87%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.17%	24.57K	1.46M	-1.37K	-5.29%
Mar 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	0.1%	14.24K	848.55K	317	+2.28%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.04%	149.19K	8.89M	2.09K	+1.42%
Mar 31, 2025	ROYAL BANK OF CANADA	1.15%	165.04K	9.84M	843	+0.51%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	17.05K	1.01M	8.29K	+94.73%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	23.04K	1.37M	303	+1.33%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.25%	33.68K	1.92M	-10.02K	-22.93%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.29%	39.21K	2.24M	-2.7K	-6.44%
Mar 31, 2024	LVZ, INC.	0.3%	40.66K	2.32M	-2.53K	-5.85%
Mar 31, 2024	PFG ADVISORS	0.32%	43.74K	2.5M	11.3K	+34.82%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.35%	46.69K	2.66M	-9.81K	-17.37%
Mar 31, 2024	TRAYNOR CAPITAL MANAGEMENT, INC.	0.35%	46.88K	2.67M	-8.83K	-15.84%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.36%	48.03K	2.74M	2.13K	+4.63%
Mar 31, 2024	CEDAR POINT CAPITAL PARTNERS, LLC	0.37%	49.3K	2.81M	1.95K	+4.12%
Mar 31, 2024	BOUVEL INVESTMENT PARTNERS, LLC	0.37%	50.42K	2.88M	-474	-0.93%
Mar 31, 2024	ALTFEST L J & CO INC	0.42%	57.22K	3.26M	2.86K	+5.26%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.46%	61.52K	3.51M	-2.9K	-4.50%
Mar 31, 2024	FORBES FINANCIAL PLANNING, INC.	0.6%	80.94K	4.62M	9.15K	+12.75%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.67%	91.02K	5.19M	3.99K	+4.58%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.7%	95.11K	5.43M	37.4K	+64.81%
Mar 31, 2024	FISCHER INVESTMENT STRATEGIES, LLC	0.73%	98.85K	5.64M	98.85K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.8%	114.61K	6.54M	7.93K	+7.43%
Mar 31, 2024	CREATIVE PLANNING	0.83%	119.59K	6.82M	-2.45K	-2.01%
Mar 31, 2024	HALPERN FINANCIAL, INC.	1.31%	177.08K	10.02B	-4.55K	-2.51%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	1.36%	183.87K	10.49M	11.69K	+6.79%
Mar 31, 2024	CUSTOS FAMILY OFFICE, LLC	1.65%	222.36K	12.69M	2.54K	+1.16%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	2.55%	365.17K	20.83M	-116.05K	-24.12%
Mar 31, 2024	PRISM ADVISORS, INC.	3.32%	448.15K	25.57M	7.71K	+1.75%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	3.61%	517.94K	29.55M	323.07K	+165.79%
Mar 31, 2024	CETERA ADVISORS LLC	0.13%	17.34K	989.18K	2.87K	+19.85%
Mar 31, 2024	DARWIN WEALTH MANAGEMENT, LLC	0.13%	18K	1.03M	-1.16K	-6.03%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	4.8%	648.06K	36.97M	648.06K	+100.00%
Mar 31, 2024	JPMORGAN CHASE & CO	5.39%	772.68K	44.08M	34.02K	+4.61%
Mar 31, 2024	GOODWIN INVESTMENT ADVISORY	5.67%	765.24K	43.66M	42.29K	+5.85%
Mar 31, 2024	FMR LLC	5.78%	828.61K	47.27M	-25.78K	-3.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	6.66%	954.29K	54.44M	261.18K	+37.68%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	72.37K	4.13M	-490	-0.67%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.79%	107.04K	6.11M	-28.74K	-21.16%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.06%	9.17K	523.25K	-121	-1.30%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	16K	912.99K	239	+1.52%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	9.6K	547.85K	9.6K	+100.00%
Mar 31, 2024	CLARITY CAPITAL PARTNERS LLC	0.07%	9.66K	550.82K	5.03K	+108.89%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.07%	9.7K	553.51K	-36	-0.37%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.07%	10.03K	572.15K	-827	-7.62%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.08%	10.55K	601.81K	17	+0.16%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	11.35K	647.58K	-19.26K	-62.91%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	11.41K	650.74K	-146	-1.26%
Mar 31, 2024	SPECTRUM INVESTMENT ADVISORS, INC.	0.09%	12.68K	723.15K	630	+5.23%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.1%	13.55K	752.3K	8.05K	+146.31%
Mar 31, 2024	EXECUTIVE WEALTH MANAGEMENT, LLC	0.1%	13.72K	779.96K	711	+5.47%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	14.67K	836.81K	3.26K	+28.56%
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.11%	14.7K	838.86K	-178	-1.20%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.07%	10.29K	587.16K	-250	-2.37%
Mar 31, 2024	AMERICANA PARTNERS, LLC	0.14%	18.36K	1.05M	-9.23K	-33.46%
Mar 31, 2024	SIGMA PLANNING CORP	0.14%	19.04K	1.09M	10.49K	+122.70%
Mar 31, 2024	RATIONAL ADVISORS LLC	0.16%	21.39K	1.22M	-8.33K	-28.03%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.17%	23.59K	1.35M	7.87K	+50.04%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.23%	30.38K	1.73M	133	+0.44%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.42%	203.72K	11.62M	8.67K	+4.45%
Mar 31, 2024	ROYAL BANK OF CANADA	1.57%	225.1K	12.84M	16.13K	+7.72%
Mar 31, 2024	MORGAN STANLEY	1.6%	230.01K	13.12M	-8.92K	-3.73%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.24%	32.61K	1.85M	4.29K	+15.13%
Dec 31, 2023	PFG ADVISORS	0.25%	32.44K	1.72M	1.54K	+4.99%
Dec 31, 2023	DARWIN WEALTH MANAGEMENT, LLC	0.15%	19.16K	1.02M	-3.6K	-15.81%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	15.76K	835.46K	3.18K	+25.25%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.45%	57.71K	3.06M	2.17K	+3.90%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.44%	56.51K	2.99M	-804	-1.40%
Dec 31, 2023	TRAYNOR CAPITAL MANAGEMENT, INC.	0.43%	55.7K	2.95M	55.7K	+100.00%
Dec 31, 2023	ALTFEST L J & CO INC	0.42%	54.36K	2.88M	-446	-0.81%
Dec 31, 2023	FIRST CITIZENS BANK & TRUST CO	0.42%	53.7K	2.85M	28.57K	+113.68%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.12%	15.72K	833.11K	-1.6K	-9.23%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.12%	14.88K	788.74K	-6.28K	-29.69%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.05%	135.78K	7.2M	316	+0.23%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	1.34%	172.18K	9.01M	7.47K	+4.54%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	1.51%	194.87K	10.33M	97.75K	+100.65%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.52%	195.05K	10.34M	78.64K	+67.56%
Dec 31, 2023	ROYAL BANK OF CANADA	1.62%	208.97K	11.07M	10.16K	+5.11%
Dec 31, 2023	CUSTOS FAMILY OFFICE, LLC	1.71%	219.82K	11.65M	26.77K	+13.87%
Dec 31, 2023	MORGAN STANLEY	1.86%	238.93K	12.66M	137.53K	+135.63%
Dec 31, 2023		0.08%	10.86K	575.35K	10.86K	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.95%	122.04K	6.47M	3.33K	+2.80%
Dec 31, 2023	LPL FINANCIAL LLC	0.83%	106.68K	5.65M	48.39K	+83.03%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.68%	87.03K	4.61M	3.54K	+4.24%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	72.86K	3.86M	2.87K	+4.10%
Dec 31, 2023	FORBES FINANCIAL PLANNING, INC.	0.56%	71.79K	3.8M	13.02K	+22.16%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.5%	64.42K	3.46M	3.77K	+6.22%
Dec 31, 2023	FMR LLC	6.64%	854.39K	45.28M	426.62K	+99.73%
Dec 31, 2023	CETERA ADVISORS LLC	0.11%	14.47K	766.75K	866	+6.37%
Dec 31, 2023	ETHOS FINANCIAL GROUP, LLC	0.11%	13.61K	721K	13.61K	+100.00%
Dec 31, 2023	EXECUTIVE WEALTH MANAGEMENT, LLC	0.1%	13.01K	689.29K	-503	-3.72%
Dec 31, 2023	CERITY PARTNERS LLC	0.1%	12.85K	681.07K	12.85K	+100.00%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	11.55K	612.25K	1.16K	+11.11%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	11.41K	604.65K	11.41K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.08%	10.54K	562.84K	300	+2.93%
Dec 31, 2023	PRISM ADVISORS, INC.	3.42%	440.44K	23.34M	-7.76K	-1.73%
Dec 31, 2023	BOUVEL INVESTMENT PARTNERS, LLC	0.4%	50.9K	2.7M	277	+0.55%
Dec 31, 2023	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.36%	45.9K	2.43M	2.68K	+6.20%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.34%	43.71K	2.32M	-12.95K	-22.85%
Dec 31, 2023	LVZ, INC.	0.34%	43.19K	2.29M	43.19K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	3.74%	481.22K	25.51M	-268.06K	-35.78%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	5.38%	693.11K	36.73M	31.76K	+4.80%
Dec 31, 2023	GOODWIN INVESTMENT ADVISORY	5.62%	722.95K	38.31M	43.27K	+6.37%
Dec 31, 2023	JPMORGAN CHASE & CO	5.74%	738.66K	39.15M	44.94K	+6.48%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.33%	41.91K	2.22M	7.32K	+21.17%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.23%	30.24K	1.6M	-52	-0.17%
Dec 31, 2023	RATIONAL ADVISORS LLC	0.23%	29.73K	1.58M	29.73K	+100.00%
Dec 31, 2023	PRIMORIS WEALTH ADVISORS, LLC	0.22%	28.33K	1.5M	-123	-0.43%
Dec 31, 2023	AMERICANA PARTNERS, LLC	0.21%	27.59K	1.46M	0	0

Frequently Asked Questions