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

Who are the major shareholders selling First Trust Materials AlphaDEX Fund stock?

TRUIST FINANCIAL CORP, in the last quarter, reduced its stake in FXZ by -12.51% restricting it's holding to 66.1 thousand shares of worth nearly $5.25M. PGIM CUSTOM HARVEST LLC also lessened -0.75% of the FXZ shares from its portfolio, reducing its holding to 26.83 thousand shares of worth $2.13M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also shunned FXZ shares holding by -5.36% last quarter which brought its holding to 38.88 thousand shares worth $3.01M.

Investors who are buying FXZ stock?

As per its latest 13F filing, OPPENHEIMER & CO INC increased its stake in FXZ by 85.49% in the last quarter. The institutional holder raised its holding to 57.6 thousand shares having worth more than $4.58M. KESTRA ADVISORY SERVICES, LLC also added 1.13% more shares of FXZ to its portfolio, raising its holding to 15.34 thousand shares of worth $1.22M. NAVELLIER & ASSOCIATES INC also increased its FXZ shares holding by 2.98% which brought its holding to 21.38 thousand shares worth $1.70M.

FXZ's major insiders: who are they?

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

Did an insider recently sell FXZ stock?

Company executives, directors, and other insiders own N/A percent of First Trust Materials AlphaDEX Fund's stock. Within the last six months, there have been 0 transaction(s) in which FXZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FXZ stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Materials AlphaDEX Fund insiders have bought stock, totalling 0 shares

How much of FXZ does insiders own?

Around 0 First Trust Materials AlphaDEX Fund shares are held by insiders, which represents about N/A of FXZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FXZ?

OPPENHEIMER & CO INC is the largest institutional owner in FXZ which holds 57.6 thousand shares worth $4.58M or 2.05% of the total FXZ shares outstanding followed by TRUIST FINANCIAL CORP with ownership of 66.1 thousand shares representing 2.35% of the FXZ ownership. KESTRA ADVISORY SERVICES, LLC is the third largest stakeholder with 15.34 thousand shares or 0.55% of the ownership worth more than $1.22M.

Is First Trust Materials AlphaDEX Fund 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 FXZ is concerned, it is a stock which is optionable.

Is there a short position on FXZ's shares?

Number of FXZ 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 FXZ shares are there?

As of today, null shares of FXZ are outstanding.

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

FXZ 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 FXZ is null.

First Trust Materials AlphaDEX Fund (FXZ) 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. OPPENHEIMER & CO INC is the top corporate investor, holding 57.6K shares valued at $4.58M. A 2.05% stake in First Trust Materials AlphaDEX Fund is owned by the company. TRUIST FINANCIAL CORP owns 66.1K shares valued at $5.25M, which translates its holding of 2.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	OPPENHEIMER & CO INC	2.05%	57.6K	4.58M	26.55K	+85.49%
Jun 30, 2026	TRUIST FINANCIAL CORP	2.35%	66.1K	5.25M	-9.45K	-12.51%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.55%	15.34K	1.22M	171	+1.13%
Jun 30, 2026	NAVELLIER & ASSOCIATES INC	0.76%	21.38K	1.7M	619	+2.98%
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.96%	26.83K	2.13M	-202	-0.75%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.09%	30.46K	2.42M	14.51K	+90.99%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.38%	38.88K	3.01M	-2.2K	-5.36%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.95%	26.68K	2.12M	395	+1.50%
Jun 30, 2026	PURUS WEALTH MANAGEMENT, LLC	0.52%	14.61K	1.16M	53	+0.36%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.27%	7.47K	593.66K	7.47K	+100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.17%	4.72K	374.66K	0	0
Jun 30, 2026	ATLAS BROWN,INC.	0.17%	4.73K	376.05K	-85	-1.76%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0.17%	4.75K	377.66K	140	+3.03%
Jun 30, 2026	RISK PARADIGM GROUP, LLC	0.17%	4.76K	377.82K	245	+5.43%
Jun 30, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.17%	4.91K	390.29K	245	+5.25%
Jun 30, 2026	FORTIS CAPITAL ADVISORS, LLC	0.18%	5K	397.2K	0	0
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.18%	5K	397.2K	0	0
Jun 30, 2026	FREESTONE CAPITAL HOLDINGS, LLC	0.18%	5.17K	410.74K	5.17K	+100.00%
Jun 30, 2026		0.19%	5.23K	415.07K	5.23K	+100.00%
Jun 30, 2026	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.22%	6.23K	403.83K	-1.5K	-19.40%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.23%	6.36K	504.84K	-230	-3.49%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	6.62K	518.56K	0	0
Jun 30, 2026	TSFG, LLC	0.35%	9.84K	782K	-1.57K	-13.72%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.37%	10.28K	817K	10.28K	+100.00%
Jun 30, 2026	UBS GROUP AG	5.25%	147.49K	11.72M	14.39K	+10.81%
Jun 30, 2026	LPL FINANCIAL LLC	11.49%	322.41K	25.61M	15.47K	+5.04%
Jun 30, 2026	MORGAN STANLEY	14.45%	405.6K	32.22M	143.71K	+54.88%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.62%	101.65K	8.08M	-2.41K	-2.32%
Jun 30, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	2.88%	80.86K	6.42M	-12.05K	-12.97%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.68%	75.35K	5.99M	-3.47K	-4.40%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	7.44K	591.11K	-35.07K	-82.50%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.26%	7.4K	588K	7.4K	+100.00%
Jun 30, 2026	MGO ONE SEVEN LLC	0.26%	7.24K	575.07K	-46	-0.63%
Jun 30, 2026	APOLLON FINANCIAL, LLC	0.24%	6.76K	537.25K	4	+0.06%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	2.08%	58.32K	4.63M	-32.99K	-36.13%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	2.63%	73.78K	5.86M	40.57K	+122.18%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.78%	50K	3.97M	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.69%	47.37K	3.76M	-52.94K	-52.78%
Jun 30, 2026	ROYAL BANK OF CANADA	2.11%	59.12K	4.7M	1.6K	+2.79%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	2.86%	80.17K	6.37M	67.5K	+532.88%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	3.29%	92.46K	7.35M	-2.45K	-2.58%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	6.38%	179.2K	14.24M	109.07K	+155.50%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	13.62%	382.23K	30.36M	-2.93K	-0.76%
Jun 30, 2026	D.A. DAVIDSON & CO.	1.9%	53.34K	4.24M	-718	-1.33%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.05%	57.56K	4.57M	688	+1.21%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.51%	14.19K	1.13M	3.76K	+36.05%
Jun 30, 2026	VIAWEALTH, LLC	0.37%	10.51K	834.68K	6.31K	+150.41%
Jun 30, 2026	BAROMETER CAPITAL MANAGEMENT INC.	0.44%	12.3K	977.11K	9.2K	+296.77%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	17.34%	486.76K	38.67M	34.78K	+7.69%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.39%	39.1K	3.11M	-9	-0.02%
Jun 30, 2026	EAGLE STRATEGIES LLC	0.31%	8.66K	687.78K	8.66K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.31%	8.66K	688.27K	-146	-1.66%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.81%	50.77K	4.03M	14.48K	+39.90%
Jun 30, 2026	AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP	0.3%	8.35K	663.32K	8.35K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	9.07K	720.78K	6.62K	+270.02%
Jun 30, 2026	QUAD-CITIES INVESTMENT GROUP, LLC	0.33%	9.2K	731.12K	-298	-3.14%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.33%	9.4K	746.76K	697	+8.01%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.54%	15.19K	1.22M	4.17K	+37.90%
Jun 30, 2026	NILSINE PARTNERS, LLC	0.53%	14.83K	1.18M	261	+1.79%
Jun 30, 2026	KESLER, NORMAN & WRIDE, LLC	0.47%	13.09K	1.04M	-186	-1.40%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.48%	13.37K	1.06M	5.4K	+67.85%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.84%	23.46K	1.86M	1.74K	+8.02%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.94%	26.4K	2.1M	26.4K	+100.00%
Mar 31, 2026	MORGAN STANLEY	9.33%	261.88K	19.96M	85.82K	+48.75%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	1.03%	28.9K	2.2M	28.9K	+100.00%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.17%	4.67K	355.75K	-3.34K	-41.73%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.16%	4.61K	357.35K	503	+12.24%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.16%	4.57K	353.87K	-667	-12.74%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.23%	6.59K	501.84K	30	+0.46%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.96%	27.04K	2.06M	-330	-1.21%
Mar 31, 2026	JPMORGAN CHASE & CO	0.2%	5.62K	415.59K	5.62K	+100.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.18%	5K	381.05K	0	0
Mar 31, 2026	FORTIS CAPITAL ADVISORS, LLC	0.18%	5K	381.05K	0	0
Mar 31, 2026	NAVELLIER & ASSOCIATES INC	0.74%	20.76K	1.58M	20.76K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.54%	15.17K	1.16M	857	+5.99%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.57%	15.95K	1.22M	15.95K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.17%	4.72K	359.39K	71	+1.53%
Mar 31, 2026	RISK PARADIGM GROUP, LLC	0.16%	4.51K	343.78K	-3.34K	-42.56%
Mar 31, 2026	IRONBRIDGE PRIVATE WEALTH, LLC	2.72%	76.22K	5.81M	76.22K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	2.69%	75.55K	5.76M	29.45K	+63.89%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.5%	70.14K	5.35M	14.9K	+26.97%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.03%	56.87K	4.33M	-720	-1.25%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.77%	21.72K	1.65M	-76	-0.35%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.37%	10.43K	808K	397	+3.96%
Mar 31, 2026	NILSINE PARTNERS, LLC	0.52%	14.57K	1.17M	14.57K	+100.00%
Mar 31, 2026	ATLAS BROWN,INC.	0.17%	4.82K	367.24K	1.02K	+26.88%
Mar 31, 2026	CAPITAL SQUARE, LLC	0.12%	3.34K	267.09K	3.34K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.12%	3.35K	255.5K	8	+0.24%
Mar 31, 2026	PETIX & BOTTE CO	0.12%	3.42K	260.49K	0	0
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0.12%	3.48K	281.09K	-721	-17.15%
Mar 31, 2026	VIAWEALTH, LLC	0.15%	4.2K	319.78K	4.2K	+100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	1.11%	31.05K	2.37M	21K	+208.78%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	1.18%	33.21K	2.53M	4.39K	+15.23%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.29%	36.29K	2.77M	-9.15K	-20.14%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.39%	39.11K	2.98M	21.72K	+124.85%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.39%	11.01K	811.58K	4.63K	+72.43%
Mar 31, 2026	TSFG, LLC	0.41%	11.4K	869K	11.4K	+100.00%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.45%	12.67K	965.35K	12.67K	+100.00%
Mar 31, 2026	KESLER, NORMAN & WRIDE, LLC	0.47%	13.27K	1.01M	43	+0.33%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.46%	41.08K	3.16M	-32.92K	-44.49%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.51%	42.52K	3.24M	11K	+34.90%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.78%	50K	3.81M	-13.25K	-20.94%
Mar 31, 2026	D.A. DAVIDSON & CO.	1.93%	54.06K	4.12M	54.06K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	2.05%	57.51K	4.38M	15.58K	+37.15%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.81%	78.81K	6.01M	12.11K	+18.15%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	3.25%	91.31K	6.96M	91.31K	+100.00%
Mar 31, 2026	VIRTUE CAPITAL MANAGEMENT, LLC	3.31%	92.91K	6.87M	92.91K	+100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	3.38%	94.91K	7.23M	11.64K	+13.98%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.57%	100.31K	7.65M	64.87K	+183.04%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	3.71%	104.07K	7.93M	-3.52K	-3.27%
Mar 31, 2026	PURUS WEALTH MANAGEMENT, LLC	0.52%	14.56K	1.11M	-699	-4.58%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.94%	26.29K	2M	137	+0.52%
Mar 31, 2026	UBS GROUP AG	4.74%	133.09K	10.14M	77.85K	+140.92%
Mar 31, 2026	LPL FINANCIAL LLC	10.93%	306.94K	23.39M	115.07K	+59.98%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	13.72%	385.16K	29.35M	283.15K	+277.55%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	16.1%	451.99K	34.45M	109.4K	+31.93%
Mar 31, 2026	QUAD-CITIES INVESTMENT GROUP, LLC	0.34%	9.5K	724.08K	-102	-1.06%
Mar 31, 2026	CREATIVE PLANNING	0.31%	8.81K	671.41K	21	+0.24%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.31%	8.7K	663.29K	-54.33K	-86.19%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.28%	7.96K	606.87K	-5.81K	-42.20%
Mar 31, 2026	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.28%	7.73K	589.1K	0	0
Mar 31, 2026	MGO ONE SEVEN LLC	0.26%	7.29K	555.19K	2.68K	+58.34%
Mar 31, 2026	APOLLON FINANCIAL, LLC	0.24%	6.76K	515.08K	-93	-1.36%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	6.62K	512.89K	-10	-0.15%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.25%	7K	454K	1.03K	+17.18%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	12.2%	342.59K	22.21M	-1.45K	-0.42%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	782	50.72K	1	+0.13%
Dec 31, 2025	ARMSTRONG ADVISORY GROUP, INC	0.02%	563	36.5K	0	0
Dec 31, 2025	PISCATAQUA SAVINGS BANK	0.01%	390	25.28K	0	0
Dec 31, 2025	SIGNATUREFD, LLC	0.01%	339	21.98K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	6.84%	191.86K	12.44M	-9.05K	-4.50%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.83%	107.58K	6.97M	-37.61K	-25.90%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.63%	102.02K	6.61M	-1.15K	-1.11%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.64%	73.99K	5.13M	2.85K	+4.01%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.38%	66.71K	4.32M	2.4K	+3.74%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.25%	63.25K	4.1M	-14.61K	-18.77%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	2.25%	63.03K	4.09M	56.13K	+813.86%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.05%	57.59K	3.73M	854	+1.51%
Dec 31, 2025	UBS GROUP AG	1.97%	55.25K	3.58M	-7.33K	-11.71%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	4.65K	301.09K	-210	-4.33%
Dec 31, 2025	MGO ONE SEVEN LLC	0.16%	4.6K	298.25K	0	0
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.15%	4.21K	313K	-7.38K	-63.69%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.15%	4.11K	296.9K	4.11K	+100.00%
Dec 31, 2025	ATLAS BROWN,INC.	0.14%	3.8K	246.21K	-1	-0.03%
Dec 31, 2025	BANCO SANTANDER, S.A.	0.13%	3.51K	227.53K	-70	-1.96%
Dec 31, 2025	PETIX & BOTTE CO	0.12%	3.42K	221.56K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.12%	3.35K	216.84K	-287	-7.90%
Dec 31, 2025	CWM, LLC	0.11%	3.05K	197K	-50	-1.62%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.13%	3.52K	228K	3.52K	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.13%	3.61K	234.01K	-470	-11.52%
Dec 31, 2025	FORTIS CAPITAL ADVISORS, LLC	0.18%	5K	324.12K	0	0
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.18%	5K	324.12K	0	0
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.19%	5.24K	339.41K	-322	-5.79%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	6.39K	413.99K	-45	-0.70%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	6.56K	424.91K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	6.63K	429.9K	-474	-6.67%
Dec 31, 2025	APOLLON FINANCIAL, LLC	0.24%	6.85K	444.16K	11	+0.16%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.07%	2.01K	130.3K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	2.58K	167.24K	61	+2.42%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.12%	31.52K	2.04M	-9.47K	-23.10%
Dec 31, 2025	NBC SECURITIES, INC.	0.03%	837	54.26K	171	+25.68%
Dec 31, 2025	COMERICA BANK	0.03%	859	55.68K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.03%	889	57.63K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.03%	975	63.2K	-235	-19.42%
Dec 31, 2025	CX INSTITUTIONAL	0.04%	1.18K	76K	-1.23K	-50.96%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	1.6K	103.69K	-74	-4.42%
Dec 31, 2025	IFP ADVISORS, INC	0.07%	1.84K	119.53K	0	0
Dec 31, 2025	FIFTH THIRD BANCORP	0.07%	2K	129.65K	0	0
Dec 31, 2025	MORGAN STANLEY	6.27%	176.06K	11.41M	-641	-0.36%
Dec 31, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.28%	7.73K	501.08K	0	0
Dec 31, 2025	RISK PARADIGM GROUP, LLC	0.28%	7.85K	509.12K	7.85K	+100.00%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.29%	8.01K	519.3K	-3.15K	-28.24%
Dec 31, 2025	GTS SECURITIES LLC	0.3%	8.33K	539.78K	-3.01K	-26.53%
Dec 31, 2025	CREATIVE PLANNING	0.31%	8.79K	569.71K	-35	-0.40%
Dec 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.34%	9.6K	622.47K	-20	-0.21%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.36%	10.04K	650.54K	3.49K	+53.39%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	1.03%	28.82K	1.87M	3.6K	+14.28%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.26%	35.44K	2.3M	-1.12K	-3.06%
Dec 31, 2025	ROYAL BANK OF CANADA	1.49%	41.93K	2.72M	11.52K	+37.86%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.62%	45.44K	2.95M	15.34K	+50.99%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.64%	46.1K	2.99M	1.44K	+3.21%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.97%	83.27K	5.4M	-41.69K	-33.36%
Dec 31, 2025	OPPENHEIMER & CO INC	0.36%	10.06K	651.86K	-612	-5.74%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	13.78K	892.98K	998	+7.81%
Dec 31, 2025	PURUS WEALTH MANAGEMENT, LLC	0.54%	15.26K	989.16K	-497	-3.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	17.39K	1.13M	-4.47K	-20.45%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.93%	26.15K	1.7M	-96	-0.37%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.97%	27.37K	1.77M	-169	-0.61%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.97%	55.24K	3.58M	-2.6K	-4.50%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.78%	21.79K	1.41M	8.79K	+67.60%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.51%	14.31K	927.63K	413	+2.97%
Dec 31, 2025	KESLER, NORMAN & WRIDE, LLC	0.47%	13.23K	857.55K	244	+1.88%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	5.97K	368K	160	+2.75%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.19%	6.56K	403.72K	0	0
Sep 30, 2025	HRT FINANCIAL LP	0.27%	9.34K	575K	9.34K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.37%	12.78K	786.97K	-25	-0.20%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.23%	77.86K	4.8M	-11.3K	-12.68%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.95%	103.17K	6.35M	-3.47K	-3.26%
Sep 30, 2025	LPL FINANCIAL LLC	5.74%	200.91K	12.37M	6.69K	+3.44%
Sep 30, 2025	CITADEL ADVISORS LLC	0.14%	4.92K	302.96K	-3.33K	-40.37%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.75%	26.24K	1.62M	-105	-0.40%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.12%	4.08K	251.29K	-982	-19.40%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.12%	4.11K	253.2K	0	0
Sep 30, 2025	MGO ONE SEVEN LLC	0.13%	4.6K	283.38K	430	+10.31%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	4.15%	145.19K	8.94M	52.88K	+57.28%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.84%	64.3K	3.96M	9.3K	+16.90%
Sep 30, 2025	UBS GROUP AG	1.79%	62.57K	3.85M	3.47K	+5.86%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.37%	13K	800.78K	119	+0.92%
Sep 30, 2025	OPPENHEIMER & CO INC	0.3%	10.67K	657.04K	-347	-3.15%
Sep 30, 2025	CREATIVE PLANNING	0.25%	8.82K	543.45K	-512	-5.48%
Sep 30, 2025	APOLLON FINANCIAL, LLC	0.2%	6.84K	421.36K	9	+0.13%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.17%	5.88K	362.33K	5.88K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.87%	30.42K	1.87M	8.05K	+35.98%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.4%	13.9K	855.92K	-232	-1.64%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	1.43%	50K	3.08M	50K	+100.00%
Sep 30, 2025	MORGAN STANLEY	5.05%	176.7K	10.88M	4.19K	+2.43%
Sep 30, 2025	PURUS WEALTH MANAGEMENT, LLC	0.45%	15.76K	970.43K	-419	-2.59%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.32%	11.16K	687.59K	11.16K	+100.00%
Sep 30, 2025	GTS SECURITIES LLC	0.32%	11.33K	698.06K	-3.08K	-21.35%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.19%	6.54K	402.98K	-550	-7.75%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.79%	27.53K	1.7M	-706	-2.50%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	7.11K	415.16K	0	0
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0.33%	11.58K	695.53K	-182.07K	-94.02%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.56%	19.51K	1.2M	-1.05K	-5.09%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.63%	21.87K	1.35M	-1.63K	-6.93%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.72%	25.22K	1.55M	1.37K	+5.73%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.18%	6.43K	395.17K	1.58K	+32.65%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.16%	5.56K	342.32K	-715	-11.40%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.86%	30.09K	1.85M	-21.6K	-41.79%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	36.56K	2.25M	-5.12K	-12.29%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	40.98K	2.52M	10.59K	+34.82%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.28%	44.66K	2.75M	7.3K	+19.52%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.62%	56.74K	3.49M	-884	-1.53%
Sep 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.28%	9.62K	592.68K	-4	-0.04%
Sep 30, 2025	KESLER, NORMAN & WRIDE, LLC	0.37%	12.99K	737.68K	-103	-0.79%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.8%	27.84K	1.54M	24.15K	+655.44%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.65%	57.85K	3.56M	-369	-0.63%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.03%	71.14K	4.46M	1.37K	+1.96%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.14%	4.86K	299.02K	-1.13K	-18.81%
Sep 30, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.22%	7.73K	476.09K	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.2%	6.9K	424.82K	6.9K	+100.00%
Sep 30, 2025	NAVELLIER & ASSOCIATES INC	0.14%	5.06K	311.71K	5.06K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	9.83%	344.04K	21.19M	-58.73K	-14.58%
Sep 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.11%	3.9K	245.57K	0	0
Sep 30, 2025	ATLAS BROWN,INC.	0.11%	3.8K	233.96K	-47	-1.22%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.63K	223.67K	16	+0.44%
Sep 30, 2025	BANCO SANTANDER, S.A.	0.1%	3.58K	220.49K	3.58K	+100.00%
Sep 30, 2025	CWM, LLC	0.09%	3.1K	191K	1.18K	+61.96%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	2.52K	155.15K	-64	-2.48%
Sep 30, 2025	CX INSTITUTIONAL	0.07%	2.4K	148K	2.4K	+26,611.11%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.07%	2.38K	146.58K	9	+0.38%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.06%	2.01K	123.8K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0.06%	2K	123.18K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.05%	1.67K	103.08K	-699	-29.46%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.03%	1.21K	74.52K	-175	-12.64%
Sep 30, 2025	BLACKROCK, INC.	0.03%	889	54.75K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	781	48.09K	2	+0.26%
Sep 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.02%	563	34.68K	0	0
Sep 30, 2025	PISCATAQUA SAVINGS BANK	0.01%	390	24.02K	0	0
Sep 30, 2025	AMERIPRISE FINANCIAL INC	3.57%	124.96K	7.66M	16.38K	+15.09%
Sep 30, 2025	FORTIS CAPITAL ADVISORS, LLC	0.14%	5K	307.95K	0	0
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.14%	5K	307.95K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.67%	23.85K	1.36M	1.07K	+4.70%
Jun 30, 2025	GTS SECURITIES LLC	0.4%	14.41K	820.65K	-20.94K	-59.23%
Jun 30, 2025	KESLER, NORMAN & WRIDE, LLC	0.36%	13.09K	745.38K	53	+0.41%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.36%	12.88K	733.68K	-4.75K	-26.92%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	6.27K	357.25K	-198	-3.06%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.39%	14.13K	804.66K	2.35K	+19.93%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.61%	57.62K	3.28M	-10.74K	-15.71%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.53%	55K	3.13M	3.9K	+7.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.62%	22.37K	1.27M	-43.73K	-66.16%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.57%	20.56K	1.17M	4.5K	+28.02%
Jun 30, 2025	CREATIVE PLANNING	0.26%	9.34K	531.71K	-251	-2.62%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.18%	6.56K	373.31K	-499	-7.07%
Jun 30, 2025	ARKANSAS FINANCIAL GROUP, INC.	0.11%	3.9K	232.54K	3.9K	+100.00%
Jun 30, 2025	ATLAS BROWN,INC.	0.11%	3.85K	219.02K	231	+6.39%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.16%	41.68K	2.37M	-7.34K	-14.97%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.36%	12.8K	729K	384	+3.09%
Jun 30, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.22%	7.73K	440.22K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.16%	5.81K	331K	-800	-12.10%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.14%	5.06K	288.28K	-121	-2.33%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.14%	5K	284.75K	0	0
Jun 30, 2025	FORTIS CAPITAL ADVISORS, LLC	0.14%	5K	284.75K	0	0
Jun 30, 2025	ROI FINANCIAL ADVISORS, LLC	0.12%	4.17K	237.49K	-2.38K	-36.36%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.62K	205.94K	55	+1.54%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	7.11K	404.71K	-146	-2.01%
Jun 30, 2025	MGO ONE SEVEN LLC	0.12%	4.17K	237.54K	-392	-8.59%
Jun 30, 2025	LPL FINANCIAL LLC	5.42%	194.22K	11.06M	-4.62K	-2.32%
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	5.4%	193.65K	11.23M	21.88K	+12.74%
Jun 30, 2025	MORGAN STANLEY	4.81%	172.51K	9.82B	-8.32K	-4.60%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.44%	51.69K	2.94M	-22.49K	-30.32%
Jun 30, 2025	PURUS WEALTH MANAGEMENT, LLC	0.45%	16.18K	921.15K	-708	-4.19%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	3.03%	108.58K	6.19M	-2.47K	-2.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.97%	106.64K	6.07M	-3.06K	-2.79%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.57%	92.32K	5.26M	2.26K	+2.50%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	2.49%	89.16K	5.08B	-6.31K	-6.61%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.95%	69.77K	4.17M	5.53K	+8.61%
Jun 30, 2025	UBS GROUP AG	1.65%	59.11K	3.37M	-14.12K	-19.28%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.62%	58.21K	3.32M	-9.39K	-13.89%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.04%	37.37K	2.13M	2.72K	+7.86%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	5.98K	340.56K	3.26K	+120.18%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	11.23%	402.77K	22.94M	-24.28K	-5.69%
Jun 30, 2025	CITADEL ADVISORS LLC	0.23%	8.25K	469.78M	-12.83K	-60.87%
Jun 30, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.27%	9.63K	548.24K	5	+0.05%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.2%	7.09K	403.95K	-1.43K	-16.74%
Jun 30, 2025	APOLLON FINANCIAL, LLC	0.19%	6.83K	389.1K	-1.26K	-15.60%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.14%	4.85K	276.36K	1.03K	+26.97%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.12%	4.31K	246K	3	+0.07%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.11%	4.11K	234.12K	-1.24K	-23.23%
Jun 30, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.11%	4.03K	229.45K	-1.74K	-30.16%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.85%	30.4K	1.73M	20.9K	+220.08%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.79%	28.24K	1.61M	24.02K	+568.72%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.73%	26.35K	1.5M	-4.27K	-13.93%
Jun 30, 2025	OPPENHEIMER & CO INC	0.31%	11.02K	627.3K	-269	-2.38%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	23.5K	1.34M	-3.09K	-11.64%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.22%	8.52K	469.99K	4.61K	+118.16%
Mar 31, 2025		0.23%	8.66K	480.03K	-691	-7.39%
Mar 31, 2025	MONTEREY PRIVATE WEALTH, INC.	0.23%	8.86K	491.09K	-235	-2.58%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	9.5K	526.61K	-29.36K	-75.56%
Mar 31, 2025	QUAD-CITIES INVESTMENT GROUP, LLC	0.25%	9.62K	533.52K	-541	-5.32%
Mar 31, 2025	OPPENHEIMER & CO INC	0.3%	11.28K	625.7K	11.28K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.31%	11.78K	653.26K	504	+4.47%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.32%	12.42K	689K	358	+2.97%
Mar 31, 2025	KESLER, NORMAN & WRIDE, LLC	0.34%	13.04K	722.8K	50	+0.39%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.46%	17.63K	977.51K	1.86K	+11.77%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.5%	19.14K	1.06M	-239	-1.23%
Mar 31, 2025	CITADEL ADVISORS LLC	0.55%	21.08K	1.17M	-26.98K	-56.14%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.6%	22.78K	1.26M	1.32K	+6.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	26.59K	1.47M	-3.59K	-11.89%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.8%	30.61K	1.7M	2.03K	+7.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.34%	51.1K	2.83M	-5.79K	-10.18%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.68%	64.24K	3.56M	58.7K	+1,058.90%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.79%	68.36K	3.79M	591	+0.87%
Mar 31, 2025	UBS GROUP AG	1.91%	73.22K	4.06M	-52.49K	-41.75%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.94%	74.19K	4.11M	29.77K	+67.04%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.35%	90.06K	4.99M	2.53K	+2.89%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	2.9%	111.05K	6.16M	6.27K	+5.98%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	4.49%	171.77K	8.91M	17.1K	+11.06%
Mar 31, 2025	MORGAN STANLEY	4.73%	180.83K	10.03M	-8.94K	-4.71%
Mar 31, 2025	LPL FINANCIAL LLC	5.2%	198.84K	11.03M	-49.45K	-19.92%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	11.16%	427.06K	23.68M	-49.64K	-10.41%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.19%	7.16K	396.76K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	6.61K	367K	-2.39K	-26.53%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	7.03K	389.94K	-521	-6.90%
Mar 31, 2025	CREATIVE PLANNING	0.25%	9.59K	531.57K	9.59K	+100.00%
Mar 31, 2025	SOUTHLAND EQUITY PARTNERS LLC	0.15%	5.77K	319.89K	-67	-1.15%
Mar 31, 2025	GTS SECURITIES LLC	0.92%	35.35K	1.96M	17.21K	+94.86%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.07%	41.1K	2.28M	31.8K	+341.94%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.42%	16.06K	890.42K	16.06K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.73%	66.1K	3.67M	15.71K	+31.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.5%	95.47K	5.29M	-10.23K	-9.68%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.28%	49.02K	2.72M	-10.69K	-17.90%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.87%	109.7K	6.08M	-111.77K	-50.47%
Mar 31, 2025	ROI FINANCIAL ADVISORS, LLC	0.17%	6.55K	363.32K	-1.87K	-22.23%
Mar 31, 2025	PURUS WEALTH MANAGEMENT, LLC	0.44%	16.88K	936.14K	-331	-1.92%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.17%	6.47K	358.82K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	7.05K	391.14K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.19%	7.09K	392.97K	-5.76K	-44.81%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.19%	7.25K	402.13K	-2.64K	-26.66%
Mar 31, 2025	CX INSTITUTIONAL	0.19%	7.43K	412K	7.43K	+100.00%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.2%	7.63K	423.15K	107	+1.42%
Mar 31, 2025	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.2%	7.73K	428.63K	0	0
Mar 31, 2025	APOLLON FINANCIAL, LLC	0.21%	8.1K	448.86K	-641	-7.34%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.91%	34.64K	1.92M	-7.39K	-17.59%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.77%	67.61K	3.75M	-31.08K	-31.50%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.02%	66.05K	4.71M	16.05K	+32.10%
Mar 31, 2024	MONECO ADVISORS, LLC	0.09%	5.82K	415.37K	-241	-3.97%
Mar 31, 2024	OPPENHEIMER & CO INC	0.09%	5.84K	416.48K	-1.3K	-18.20%
Mar 31, 2024	WMG FINANCIAL ADVISORS, LLC	0.1%	6.14K	438.16K	-700	-10.23%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.1%	6.24K	445.16K	-2.49K	-28.55%
Mar 31, 2024	SOUTHLAND EQUITY PARTNERS LLC	0.1%	6.31K	450.35K	-636	-9.15%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.11%	6.9K	492.33K	127	+1.87%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.11%	6.9K	492.33K	6.9K	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.11%	7.16K	510.46K	0	0
Mar 31, 2024	SCHRUM PRIVATE WEALTH MANAGEMENT LLC	0.12%	7.73K	551.46K	1.5K	+24.08%
Mar 31, 2024	ROI FINANCIAL ADVISORS, LLC	0.12%	7.77K	554K	-307	-3.80%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.12%	7.93K	565K	-129	-1.60%
Mar 31, 2024	NAVELLIER & ASSOCIATES INC	0.09%	6.08K	434.03M	6.08K	+100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	14.31K	1.02M	-2.26K	-13.64%
Mar 31, 2024	CAPITAL WEALTH ALLIANCE, LLC	0.25%	14.6K	1.04M	4.36K	+42.53%
Mar 31, 2024	OUTLOOK WEALTH ADVISORS, LLC	0.28%	16.61K	1.19M	16.61K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	20.99K	1.5M	20.99K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.39%	23.07K	1.65M	-8.77K	-27.54%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.44%	28.2K	2.01M	-14.8K	-34.42%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.5%	29.76K	2.12M	-1.19K	-3.83%
Mar 31, 2024	PURUS WEALTH MANAGEMENT, LLC	0.57%	33.63K	2.4M	-765	-2.22%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.65%	38.32K	2.73M	-6.4K	-14.31%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.77%	49.45K	3.53M	-7.67K	-13.42%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.79%	51.15K	3.65M	-5.42K	-9.58%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.79%	46.82K	3.34M	-10.65K	-18.54%
Mar 31, 2024	ETFIDEA, LLC	0.86%	50.41K	3.6M	1.17K	+2.38%
Mar 31, 2024	FOCUS WEALTH ADVISORS, LLC	0.9%	52.82K	3.77M	8.13K	+18.19%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.13%	73.16K	5.22M	139	+0.19%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2%	129.04K	9.21M	-3.37K	-2.54%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.07%	121.82K	8.69M	116.76K	+2,306.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.62%	298.61K	21.3M	15.89K	+5.62%
Mar 31, 2024	MORGAN STANLEY	5.81%	375.34K	26.78M	-55.94K	-12.97%
Mar 31, 2024	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	0.15%	8.62K	615.02K	-277	-3.11%
Mar 31, 2024	BAROMETER CAPITAL MANAGEMENT INC.	0.19%	11K	740.3K	1.6K	+17.02%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.19%	11.22K	800.46K	1.08K	+10.63%
Mar 31, 2024	QUAD-CITIES INVESTMENT GROUP, LLC	0.2%	11.65K	830.91K	-1.35K	-10.39%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.2%	13K	927.42K	-2.09K	-13.83%
Mar 31, 2024	MONTEREY PRIVATE WEALTH, INC.	0.21%	12.16K	867.54K	-1.02K	-7.75%
Mar 31, 2024	KESLER, NORMAN & WRIDE, LLC	0.23%	13.39K	955.24K	-25	-0.19%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.32%	18.75K	1.34M	-40.29K	-68.24%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	0.33%	19.31K	1.38M	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.35%	22.31K	1.59M	9.11K	+69.01%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.31%	84.93K	6.06M	-19.07K	-18.34%
Mar 31, 2024	CETERA ADVISORS LLC	1.64%	96.49K	6.88M	608	+0.63%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.79%	115.83K	8.26M	-12.45K	-9.70%
Mar 31, 2024	CORNERSTONE PLANNING GROUP LLC	1.93%	113.99K	7.77M	11K	+10.68%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2.06%	133.14K	9.5M	-66.29K	-33.24%
Mar 31, 2024	UBS GROUP AG	2.34%	151.03K	10.77M	-59.57K	-28.29%
Mar 31, 2024	LPL FINANCIAL LLC	5.68%	367.08K	26.19M	18.78K	+5.39%
Mar 31, 2024	HFG ADVISORS, INC.	0.2%	11.85K	845.69K	43	+0.36%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	9.7%	626.42K	44.69M	-15.32K	-2.39%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.15%	9.86K	703.13K	9.75K	+8,779.28%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.15%	9.07K	646.91K	-2.04K	-18.39%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.16%	9.2K	656.54K	-339	-3.55%
Mar 31, 2024	NBC SECURITIES, INC.	0.16%	9.5K	677K	-2.38K	-20.02%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.17%	10.11K	721K	-29.12K	-74.23%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.18%	11.46K	815K	-15.56K	-57.58%
Mar 31, 2024	APOLLON FINANCIAL, LLC	0.18%	10.64K	759.31K	17	+0.16%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.18%	10.76K	767.51K	-408	-3.65%
Mar 31, 2024	GTS SECURITIES LLC	0.66%	39.06K	2.79M	11.74K	+42.98%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.69%	44.57K	3.18M	-15.86K	-26.25%
Mar 31, 2024	ROYAL BANK OF CANADA	0.9%	58.31K	4.16M	-56.54K	-49.23%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	30.94K	2.13M	107	+0.35%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.47%	31.84K	2.2M	-3.87K	-10.83%
Dec 31, 2023	PURUS WEALTH MANAGEMENT, LLC	0.51%	34.4K	2.37M	-459	-1.32%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.58%	39.23K	2.71M	-17.71K	-31.10%
Dec 31, 2023	FOCUS WEALTH ADVISORS, LLC	0.67%	44.7K	3.08M	5.81K	+14.93%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.67%	44.73K	3.08M	-17.28K	-27.87%
Dec 31, 2023	ETFIDEA, LLC	0.73%	49.23K	3.4M	2.52K	+5.39%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.75%	50K	3.45M	-15.21K	-23.33%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.84%	56.57K	3.9M	629	+1.12%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.85%	57.12K	3.94M	-19.54K	-25.49%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.86%	57.47K	3.96M	54	+0.09%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.88%	59.04K	4.07M	-34.37K	-36.79%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.9%	60.43K	4.17M	-43.64K	-41.93%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.09%	73.02K	5.04M	-102.91K	-58.49%
Dec 31, 2023	CETERA ADVISORS LLC	1.43%	95.88K	6.61M	-6.55K	-6.39%
Dec 31, 2023	CORNERSTONE PLANNING GROUP LLC	1.53%	102.99K	7.1M	10.34K	+11.16%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.55%	104K	7.17M	-40.99K	-28.27%
Dec 31, 2023	ROYAL BANK OF CANADA	1.71%	114.85K	7.92M	-38.15K	-24.94%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.91%	128.28K	8.85M	-34.84K	-21.36%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.97%	132.41K	9.12M	-7.75K	-5.53%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.97%	199.43K	13.75M	-89.51K	-30.98%
Dec 31, 2023	UBS GROUP AG	3.14%	210.6K	14.52M	49.47K	+30.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.21%	282.72K	19.5M	-172.16K	-37.85%
Dec 31, 2023	LPL FINANCIAL LLC	5.19%	348.31K	24.02M	-52.37K	-13.07%
Dec 31, 2023	MORGAN STANLEY	6.43%	431.28K	29.74M	-38.11K	-8.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	9.56%	641.74K	44.25M	-73.82K	-10.32%
Dec 31, 2023	STONEBRIDGE FINANCIAL PLANNING GROUP, LLC	0.13%	8.9K	613.61K	-2.23K	-20.03%
Dec 31, 2023	ARBOR CAPITAL MANAGEMENT INC /ADV	0.14%	9.33K	300.44K	0	0
Dec 31, 2023	BAROMETER CAPITAL MANAGEMENT INC.	0.14%	9.4K	648.22K	-2.8K	-22.95%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.15%	10.14K	699.41K	-854	-7.77%
Dec 31, 2023	CAPITAL WEALTH ALLIANCE, LLC	0.15%	10.24K	706.21K	8	+0.08%
Dec 31, 2023		0.16%	10.63K	732.82K	10.63K	+100.00%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.16%	10.83K	747.06K	-261	-2.35%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.17%	11.11K	766.25K	-5.44K	-32.85%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.17%	11.17K	770.06K	675	+6.43%
Dec 31, 2023	HFG ADVISORS, INC.	0.18%	11.81K	814.49K	248	+2.14%
Dec 31, 2023	NBC SECURITIES, INC.	0.18%	11.88K	819K	-964	-7.50%
Dec 31, 2023	QUAD-CITIES INVESTMENT GROUP, LLC	0.19%	13K	882.41K	-198	-1.50%
Dec 31, 2023	MONTEREY PRIVATE WEALTH, INC.	0.2%	13.18K	909.04K	-2.02K	-13.27%
Dec 31, 2023	CITADEL ADVISORS LLC	0.2%	13.2K	910.27K	-47.24K	-78.16%
Dec 31, 2023	KESLER, NORMAN & WRIDE, LLC	0.2%	13.42K	925.1K	-3.34K	-19.95%
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.21%	13.85K	955K	-17.58K	-55.94%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.21%	13.98K	926.07K	642	+4.81%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.22%	15.09K	1.04M	15.09K	+100.00%
Dec 31, 2023	DB WEALTH MANAGEMENT GROUP, LLC	0.24%	15.99K	1.1M	-1.07K	-6.26%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.25%	16.57K	1.14M	-132.74K	-88.91%
Dec 31, 2023	MEITAV INVESTMENT HOUSE LTD	0.29%	19.31K	1.33M	-24.19K	-55.61%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.35%	23.75K	1.64M	377	+1.61%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.4%	27.03K	1.86M	-3.31K	-10.90%

Frequently Asked Questions