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

Who are the major shareholders selling Invesco Equal Weight 0-30 Year Treasury ETF stock?

ECON FINANCIAL SERVICES CORP, in the last quarter, reduced its stake in GOVI by -95.01% restricting it's holding to 11.27 thousand shares of worth nearly $306.09K. UBS GROUP AG also lessened -7.92% of the GOVI shares from its portfolio, reducing its holding to 17.99 thousand shares of worth $488.51K. DYNAMIC ADVISOR SOLUTIONS LLC also shunned GOVI shares holding by -20.34% last quarter which brought its holding to 44.71 thousand shares worth $1.21M.

Investors who are buying GOVI stock?

As per its latest 13F filing, WILEY BROS.-AINTREE CAPITAL, LLC increased its stake in GOVI by 100% in the last quarter. The institutional holder raised its holding to 76.97 thousand shares having worth more than $2.08M. MGO ONE SEVEN LLC also added 100% more shares of GOVI to its portfolio, raising its holding to 11.3 thousand shares of worth $306.90K. COMMUNITY BANK & TRUST, WACO, TEXAS also increased its GOVI shares holding by 8.54% which brought its holding to 11.73 thousand shares worth $318.00K.

GOVI's major insiders: who are they?

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

Did an insider recently sell GOVI stock?

Company executives, directors, and other insiders own N/A percent of Invesco Equal Weight 0-30 Year Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which GOVI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased GOVI stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Equal Weight 0-30 Year Treasury ETF insiders have bought stock, totalling 0 shares

How much of GOVI does insiders own?

Around 0 Invesco Equal Weight 0-30 Year Treasury ETF shares are held by insiders, which represents about N/A of GOVI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GOVI?

WILEY BROS.-AINTREE CAPITAL, LLC is the largest institutional owner in GOVI which holds 76.97 thousand shares worth $2.08M or 0.25% of the total GOVI shares outstanding followed by ECON FINANCIAL SERVICES CORP with ownership of 11.27 thousand shares representing 0.04% of the GOVI ownership. MGO ONE SEVEN LLC is the third largest stakeholder with 11.3 thousand shares or 0.04% of the ownership worth more than $306.90K.

Is Invesco Equal Weight 0-30 Year Treasury 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 GOVI is concerned, it is a stock which is not optionable.

Is there a short position on GOVI's shares?

Number of GOVI 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 GOVI shares are there?

As of today, null shares of GOVI are outstanding.

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

GOVI 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 GOVI is null.

Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. WILEY BROS.-AINTREE CAPITAL, LLC is the top corporate investor, holding 76.97K shares valued at $2.08M. A 0.25% stake in Invesco Equal Weight 0-30 Year Treasury ETF is owned by the company. ECON FINANCIAL SERVICES CORP owns 11.27K shares valued at $306.09K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.25%	76.97K	2.08M	76.97K	+100.00%
Jun 30, 2026	ECON FINANCIAL SERVICES CORP	0.04%	11.27K	306.09K	-214.78K	-95.01%
Jun 30, 2026	MGO ONE SEVEN LLC	0.04%	11.3K	306.9K	11.3K	+100.00%
Jun 30, 2026	COMMUNITY BANK & TRUST, WACO, TEXAS	0.04%	11.73K	318K	923	+8.54%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.05%	14.55K	394.9K	814	+5.93%
Jun 30, 2026	FIRETHORN WEALTH PARTNERS, LLC	0.05%	16.61K	451K	16.61K	+100.00%
Jun 30, 2026	ALTERI WEALTH LLC	0.06%	17.64K	478.93K	17.64K	+100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.06%	17.7K	480.56K	0	0
Jun 30, 2026	UBS GROUP AG	0.06%	17.99K	488.51K	-1.55K	-7.92%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.14%	43.02K	1.17M	3.14K	+7.87%
Jun 30, 2026	CURRY WEBB WEALTH MANAGEMENT LLC	0.33%	104.51K	2.84M	61.55K	+143.28%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	44.71K	1.21M	-11.42K	-20.34%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.15%	46.4K	1.26M	46.4K	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.82%	255.75K	6.94M	2.59K	+1.02%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.9%	281.2K	7.63M	253.61K	+919.32%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	1.04%	325.98K	8.84M	272.74K	+512.31%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.35%	422.28K	11.46M	254.27K	+151.34%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	21K	572.82K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.54%	1.11M	30M	457.79K	+70.72%
Jun 30, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.6%	187.44K	5.09M	145.06K	+342.29%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.72%	224.9K	6.11M	21.41K	+10.52%
Jun 30, 2026	ROYAL BANK OF CANADA	0.89%	279.26K	7.58M	-2.53K	-0.90%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.6%	498.84K	13.54M	342.5K	+219.08%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.65%	514.77K	13.98M	14.33K	+2.86%
Jun 30, 2026	INVESCO LTD.	45.36%	14.18M	384.87M	1.17M	+8.97%
Jun 30, 2026	FINANCIAL MANAGEMENT NETWORK INC	0.07%	22.3K	599.09K	22.3K	+100.00%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.08%	23.65K	642.21K	23.65K	+100.00%
Jun 30, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.17%	52.38K	1.42M	13.21K	+33.72%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.18%	55.44K	1.51M	-29.75K	-34.92%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	10.55K	286.29K	1.18K	+12.55%
Jun 30, 2026	SCARBOROUGH ADVISORS, LLC	1.76%	549.24K	14.87M	32.8K	+6.35%
Jun 30, 2026	SPECTRUM INVESTMENT ADVISORS, INC.	1.78%	556.9K	15.12M	74.09K	+15.34%
Jun 30, 2026	SEQUENT PLANNING LLC	0.14%	44.91K	1.22M	-500	-1.10%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.91%	283.56K	7.7M	216.06K	+320.09%
Jun 30, 2026	STEWARDSHIP ADVISORS, LLC	1.9%	593.95K	16.13M	490.8K	+475.78%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.97%	615.78K	16.72M	-63.65K	-9.37%
Jun 30, 2026	PETIX & BOTTE CO	2.11%	657.92K	17.86M	11.33K	+1.75%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	2.64%	824.4K	22.38M	540.59K	+190.48%
Jun 30, 2026	COMMONWEALTH FINANCIAL SERVICES, LLC	3.39%	1.06M	28.79M	1.06M	+100.00%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	7.77%	2.43M	65.91M	10K	+0.41%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	21.35K	573.02K	82	+0.39%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.08%	26.13K	709.36K	-30	-0.11%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.08%	26.17K	710.61K	26.17K	+100.00%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.09%	28.71K	779.33K	7.92K	+38.12%
Jun 30, 2026	SCHWALLIER WEALTH MANAGEMENT LLC	0.11%	33.12K	899.14K	-11.04K	-25.01%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	36.66K	995.35K	-12.1K	-24.82%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.12%	38.9K	1.06M	2.42K	+6.64%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.18%	57.54K	1.57M	14.04K	+32.29%
Jun 30, 2026	PAX FINANCIAL GROUP, LLC	0.2%	61.87K	1.68M	61.87K	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	64.77K	1.76M	5.13K	+8.61%
Jun 30, 2026	JANE STREET GROUP, LLC	0.24%	75.22K	2.04M	56.98K	+312.51%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.25%	77.68K	2.11M	-4.09K	-5.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.31%	96.05K	2.61M	-27.09K	-22.00%
Jun 30, 2026		0.33%	104.51K	2.84M	61.55K	+143.28%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	132.59K	3.6M	132.59K	+100.00%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.49%	151.67K	4.12M	142.73K	+1,597.11%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.49%	153.92K	4.18M	120.73K	+363.76%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	179.96K	4.89M	102.82K	+133.31%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.58%	180.75K	4.91M	-454.15K	-71.53%
Jun 30, 2026	LPL FINANCIAL LLC	14.1%	4.41M	119.62M	1.61M	+57.81%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.03%	10K	271.5K	0	0
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.03%	10.5K	285.19K	10.5K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	5.2K	141.96K	5.2K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.07%	647.32K	17.66M	-284.39K	-30.52%
Mar 31, 2026	SCHWALLIER WEALTH MANAGEMENT LLC	0.14%	44.16K	1.2M	-260.96K	-85.53%
Mar 31, 2026	SEQUENT PLANNING LLC	0.15%	45.41K	1.24M	1.38K	+3.12%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.12%	36.48K	995.03K	3.67K	+11.19%
Mar 31, 2026	WEALTHBRIDGE CAPITAL MANAGEMENT, LLC	0.13%	39.17K	1.07M	39.17K	+100.00%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	39.88K	1.09M	-33.41K	-45.58%
Mar 31, 2026	COMMUNITY BANK & TRUST, WACO, TEXAS	0.03%	10.81K	295K	892	+9.00%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.04%	13.73K	374.58K	-5.67K	-29.24%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.07%	20.78K	566.95K	-89.28K	-81.12%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	21K	572.82K	1.6K	+8.25%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	21.27K	581.13K	-5.09K	-19.32%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	34.79K	949.12K	21.77K	+167.16%
Mar 31, 2026	LPL FINANCIAL LLC	8.93%	2.79M	76.16M	-1.16M	-29.37%
Mar 31, 2026		0.14%	42.96K	1.17M	-78.66K	-64.68%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	713	19.42K	687	+2,642.31%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	1K	27.28K	1K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.91K	52.19K	-4.99K	-72.29%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	2.39K	65.2K	-93	-3.75%
Mar 31, 2026	ST GERMAIN D J CO INC	0.01%	3.84K	104.86K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	4.83K	131.79K	0	0
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.03%	8.94K	243.8K	-33.88K	-79.13%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	9.37K	255.57K	-457	-4.65%
Mar 31, 2026	INVESCO LTD.	41.62%	13.01M	354.86M	10.65M	+450.83%
Mar 31, 2026	UBS GROUP AG	0.06%	19.54K	533.08K	487	+2.56%
Mar 31, 2026	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.14%	42.38K	1.16M	-100.86K	-70.41%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.14%	43.5K	1.17M	3.42K	+8.52%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.17%	53.24K	1.45M	-117.19K	-68.76%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.17%	679.43K	18.53M	536.65K	+375.86%
Mar 31, 2026	NFP RETIREMENT, INC.	0.07%	20.91K	1.34M	20.91K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.08%	26.16K	713.56K	-467	-1.75%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.04%	13.99K	382K	13.99K	+100.00%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.06%	17.7K	482.86K	0	0
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.09%	27.59K	752.57K	-119.84K	-81.29%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.11%	33.19K	905.44K	-120.02K	-78.34%
Mar 31, 2026	ROYAL BANK OF CANADA	0.9%	281.79K	7.69M	-13.5K	-4.57%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.91%	283.81K	7.74M	-386.2K	-57.64%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	48.77K	1.33M	4.14K	+9.28%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	56.13K	1.53M	10.6K	+23.27%
Mar 31, 2026	SPECTRUM INVESTMENT ADVISORS, INC.	1.54%	482.81K	13.17M	28.9K	+6.37%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	59.64K	1.63M	-221	-0.37%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.03%	10K	272.8K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.6%	500.44K	13.65M	190.03K	+61.22%
Mar 31, 2026	MORGAN STANLEY	0.81%	253.16K	6.91M	30K	+13.45%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.5%	156.34K	4.26M	-151.85K	-49.27%
Mar 31, 2026	STEWARDSHIP ADVISORS, LLC	0.33%	103.16K	2.81M	-276K	-72.79%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.26%	81.77K	2.21M	-9.88K	-10.78%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	77.13K	2.1M	-69.35K	-47.34%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.54%	168.01K	4.58M	16.68K	+11.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.03%	10.18K	277.67K	10.18K	+100.00%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	7.74%	2.42M	65.95M	-49.66K	-2.01%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.03%	634.89K	17.32M	25.78K	+4.23%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	1.65%	516.44K	14.09M	-144.99K	-21.92%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.44%	450.86K	12.3M	368.48K	+447.32%
Mar 31, 2026	ECON FINANCIAL SERVICES CORP	0.72%	226.05K	6.17M	226.05K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.65%	203.5K	5.55M	-5.34K	-2.56%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.48%	149.1K	4.07M	149.1K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	123.14K	3.36M	-329.75K	-72.81%
Mar 31, 2026	JANE STREET GROUP, LLC	0.06%	18.23K	497.42K	-65.03K	-78.10%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.27%	85.18K	2.32M	85.18K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	67.5K	1.84M	-151.7K	-69.21%
Mar 31, 2026	PETIX & BOTTE CO	2.07%	646.59K	17.64M	45.52K	+7.57%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.23%	73.28K	2.02M	-4.42K	-5.69%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.19%	59.86K	1.65M	5.45K	+10.02%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	40.08K	1.1M	14.4K	+56.08%
Dec 31, 2025	WESTMOUNT PARTNERS, LLC	0.12%	40K	2.22M	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	32.81K	903.75K	1.62K	+5.20%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	26.34K	726K	-45.24K	-63.20%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	146.49K	4.04M	-30.2K	-17.09%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.14%	670.01K	18.46M	-205.49K	-23.47%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.08%	26.62K	733.48K	-605	-2.22%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.06%	19.01K	523.59K	-3.99K	-17.37%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.46%	142.78K	3.93M	-12.9K	-8.29%
Dec 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.45%	143.24K	3.95M	-78.69K	-35.46%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.14%	45.53K	1.25M	-12.29K	-21.25%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	44.62K	1.23M	8.88K	+24.84%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	44.8K	1.23M	-4.57K	-9.25%
Dec 31, 2025	ROYAL BANK OF CANADA	0.95%	295.29K	8.14M	-1.32K	-0.44%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.36K	727.19K	-1.28K	-4.62%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	24.16K	665.58K	24.16K	+100.00%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.06%	19.4K	534.42K	1.69K	+9.53%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.06%	19.4K	534.58K	2.91K	+17.66%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.47%	151.33K	4.17M	-15.51K	-9.30%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.34%	110.07K	3.03M	-78.05K	-41.49%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.29%	91.65K	2.53M	-321.9K	-77.84%
Dec 31, 2025	INVESCO LTD.	7.58%	2.36M	65.06M	-3.15M	-57.14%
Dec 31, 2025	SCARBOROUGH ADVISORS, LLC	2.12%	661.43K	18.22M	-15.44K	-2.28%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.53%	170.42K	4.7M	-123.85K	-42.09%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.49%	153.21K	4.22M	-394	-0.26%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.47%	147.42K	4.06M	-124.51K	-45.79%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	83.27K	2.29M	10.73K	+14.80%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.26%	82.38K	2.27M	53.33K	+183.60%
Dec 31, 2025	ALTERI WEALTH LLC	0.07%	22.45K	618.36K	-2.89K	-11.39%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.04%	11.58K	319.11K	-99	-0.85%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	11.14K	307.01K	-5.56K	-33.28%
Dec 31, 2025	GTS SECURITIES LLC	0.03%	10.58K	291.45K	10.58K	+100.00%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.03%	10K	275.5K	0	0
Dec 31, 2025	COMMUNITY BANK & TRUST, WACO, TEXAS	0.03%	9.92K	273K	9.92K	+100.00%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.03%	9.83K	270.7K	2.04K	+26.27%
Dec 31, 2025	LPL FINANCIAL LLC	12.57%	3.95M	108.91M	-767.5K	-16.26%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	7.85%	2.47M	67.97M	-56.29K	-2.23%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.99%	931.71K	25.67M	-319.28K	-25.52%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.95%	609.11K	16.78M	-4.35K	-0.71%
Dec 31, 2025	PETIX & BOTTE CO	1.87%	601.07K	16.56M	80.06K	+15.37%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	1.6%	499.3K	13.76M	178K	+55.40%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.45%	452.9K	12.48M	24.25K	+5.66%
Dec 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.41%	453.92K	12.51M	17.43K	+3.99%
Dec 31, 2025	IFG ADVISORY, LLC	0.04%	11.09K	305.48K	-277	-2.44%
Dec 31, 2025	PAX FINANCIAL GROUP, LLC	0.16%	49.77K	1.37M	-33.08K	-39.93%
Dec 31, 2025	STEWARDSHIP ADVISORS, LLC	1.18%	379.16K	10.45M	-393.54K	-50.93%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	16.62K	457.78K	-8.62K	-34.15%
Dec 31, 2025		0.34%	106.64K	2.94M	106.64K	+100.00%
Dec 31, 2025	ASSET ALLOCATION STRATEGIES LLC	1.08%	340.54K	9.38M	-118.21K	-25.77%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.06%	17.7K	487.64K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1%	310.4K	8.55M	-437.56K	-58.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.99%	308.19K	8.49M	-105.13K	-25.43%
Dec 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.97%	305.12K	8.38M	1.63K	+0.54%
Dec 31, 2025	MORGAN STANLEY	0.72%	223.15K	6.15M	3.77K	+1.72%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.13%	42.82K	1.18M	4.05K	+10.44%
Dec 31, 2025	SEQUENT PLANNING LLC	0.14%	44.04K	1.21M	2.84K	+6.89%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.7%	219.2K	6.04M	-191.03K	-46.57%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.67%	208.84K	5.75M	162.78K	+353.43%
Dec 31, 2025	UBS GROUP AG	0.06%	19.05K	524.94K	889	+4.89%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	49.37K	1.37M	3.52K	+7.67%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.13%	428.65K	11.73M	45.13K	+11.77%
Sep 30, 2025	PETIX & BOTTE CO	1.37%	521.01K	14.46M	67.08K	+14.78%
Sep 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.8%	303.48K	8.42M	18.7K	+6.56%
Sep 30, 2025	MORGAN STANLEY	0.58%	219.39K	6.09M	4.86K	+2.27%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.46%	176.69K	4.91M	96.13K	+119.32%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.2%	77.7K	2.16M	21.03K	+37.12%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.11%	43.1K	2.33M	43.1K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.1%	38.77K	1.08M	-59.42K	-60.52%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	6.63%	2.52M	70.05M	73.38K	+3.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.29%	1.25M	34.73M	213.42K	+20.57%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.3%	875.5K	24.3M	-45.29K	-4.92%
Sep 30, 2025	STEWARDSHIP ADVISORS, LLC	2.03%	772.7K	21.45M	41.34K	+5.65%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.61%	613.46K	17.03M	9.79K	+1.62%
Sep 30, 2025	ASSET ALLOCATION STRATEGIES LLC	1.21%	458.75K	12.74M	458.75K	+100.00%
Sep 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.15%	436.48K	12.12M	7.61K	+1.78%
Sep 30, 2025	VESTGEN ADVISORS, LLC	1.09%	413.55K	11.48M	6.98K	+1.72%
Sep 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.58%	221.94K	6.16M	17.41K	+8.51%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.49%	188.12K	5.22M	188.12K	+100.00%
Sep 30, 2025	PAX FINANCIAL GROUP, LLC	0.22%	82.84K	2.3M	4.45K	+5.67%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.2%	74.31K	2.06M	74.31K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.19%	72.53K	2.01M	72.53K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	71.58K	1.99M	9.75K	+15.76%
Sep 30, 2025	SEQUENT PLANNING LLC	0.11%	41.2K	1.14M	2.43K	+6.27%
Sep 30, 2025	WESTMOUNT PARTNERS, LLC	0.11%	40K	2.16M	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	27.64K	768.56K	1.14K	+4.31%
Sep 30, 2025	LPL FINANCIAL LLC	12.41%	4.72M	131.04M	782.9K	+19.88%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.77%	294.28K	8.17M	104.53K	+55.09%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.4%	153.61K	4.26M	4.54K	+3.05%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.15%	57.82K	1.61M	-2.57K	-4.26%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	54.41K	1.51M	1.78K	+3.37%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	46.06K	1.28M	-21.72K	-32.05%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	29.05K	806.32K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.07%	27.23K	755.86K	2.71K	+11.05%
Sep 30, 2025	ALTERI WEALTH LLC	0.07%	25.33K	703.16K	2.68K	+11.82%
Sep 30, 2025	INVESCO LTD.	14.49%	5.51M	152.97M	2.9M	+111.28%
Sep 30, 2025	UBS GROUP AG	0.05%	18.17K	504.26K	-211	-1.15%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	17.71K	491.63K	499	+2.90%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	491.35K	0	0
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	16.7K	463.64K	2.56K	+18.09%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.04%	16.49K	457.82K	25	+0.15%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	11.68K	324.3K	543	+4.87%
Sep 30, 2025	IFG ADVISORY, LLC	0.03%	11.37K	315.5K	1.03K	+9.96%
Sep 30, 2025		0.03%	10.65K	295.73K	0	0
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.03%	10K	277.6K	10K	+100.00%
Sep 30, 2025	AXIM PLANNING & WEALTH	0.02%	8.27K	229.66K	-1.73K	-17.33%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	7.78K	216.04K	4	+0.05%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.02%	7.32K	203.09K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	4.88K	135.36K	802	+19.69%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	4.83K	134.11K	-3.57K	-42.46%
Sep 30, 2025	ST GERMAIN D J CO INC	0.01%	4.48K	124.23K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.08%	410.23K	11.39M	101.37K	+32.82%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	25.68K	710.19K	6.29K	+32.45%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	25.23K	700.49K	847	+3.47%
Sep 30, 2025	INTEGRATED CAPITAL MANAGEMENT, LLC	0.91%	346.33K	12.12M	346.33K	+100.00%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.84%	321.3K	8.92M	321.3K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.78%	296.61K	8.23M	-13.81K	-4.45%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.63%	240.84K	6.69M	-13.13K	-5.17%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.71%	271.94K	7.55M	5.07K	+1.90%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	35.74K	992.23K	7.12K	+24.89%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.09%	34.91K	969.1K	34.91K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	31.18K	865.59K	1.16K	+3.87%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.97%	747.97K	20.76M	23.77K	+3.28%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.09%	413.32K	11.47M	119.73K	+40.78%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.44%	166.84K	4.63M	-19.79K	-10.60%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	155.68K	4.32M	-21.06K	-11.91%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	23K	638.45K	557	+2.48%
Sep 30, 2025	NFP RETIREMENT, INC.	0.06%	21.77K	1.36M	21.77K	+100.00%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.05%	19.91K	868K	19.91K	+100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	19.39K	528.93K	4.7K	+32.01%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.43%	149.06K	4.09M	28.81K	+23.96%
Jun 30, 2025	ALTERI WEALTH LLC	0.07%	22.65K	622.25K	4.12K	+22.21%
Jun 30, 2025	WESTMOUNT PARTNERS, LLC	0.12%	40K	2.05M	40K	+100.00%
Jun 30, 2025	ELIOS FINANCIAL GROUP INC.	0.15%	51.33K	1.41M	5.48K	+11.94%
Jun 30, 2025	VESTGEN ADVISORS, LLC	1.18%	406.57K	11.2M	14.48K	+3.69%
Jun 30, 2025	INVESCO LTD.	7.56%	2.61M	71.64M	-6.11M	-70.08%
Jun 30, 2025	LPL FINANCIAL LLC	11.42%	3.94M	108.17M	734.13K	+22.92%
Jun 30, 2025		0.07%	22.65K	622.25K	4.12K	+22.21%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	29.05K	797.89K	29.05K	+100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.09%	31.72K	871.38K	6.97K	+28.18%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.28%	98.19K	2.7M	-114.57K	-53.85%
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.93%	319.96K	8.79M	-97.31K	-23.32%
Jun 30, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.24%	428.87K	11.78M	10.74K	+2.57%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.02%	7.78K	213.66K	4	+0.05%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	8.4K	230.63K	-565	-6.31%
Jun 30, 2025	QUADRATURE CAPITAL LTD	0.02%	8.52K	233.89K	8.52K	+100.00%
Jun 30, 2025	SCIENTECH RESEARCH LLC	0.03%	9.44K	259.32K	9.44K	+100.00%
Jun 30, 2025	AXIM PLANNING & WEALTH	0.03%	10.01K	274.89K	10.01K	+100.00%
Jun 30, 2025	IFG ADVISORY, LLC	0.03%	10.34K	283.94K	10.34K	+100.00%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.03%	11.14K	305.99K	3.2K	+40.33%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.04%	14.03K	385.49K	6.61K	+89.00%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.04%	14.14K	388.51K	2.42K	+20.60%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	16.47K	452.35K	1.23K	+8.10%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	17.21K	472.79K	838	+5.12%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	486.22K	0	0
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	45.85K	1.26M	110	+0.24%
Jun 30, 2025	GTS SECURITIES LLC	0.14%	48.46K	1.33M	40.07K	+477.62%
Jun 30, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.59%	204.53K	5.62M	66.96K	+48.67%
Jun 30, 2025	MORGAN STANLEY	0.62%	214.53K	5.89M	-7.37K	-3.32%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.74%	253.97K	6.98M	-28.45K	-10.07%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.77%	266.86K	7.33M	79.95K	+42.78%
Jun 30, 2025	ROYAL BANK OF CANADA	0.9%	310.41K	8.53M	3.62K	+1.18%
Jun 30, 2025	PETIX & BOTTE CO	1.32%	453.93K	12.47M	66.07K	+17.04%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.01%	1.04M	28.5M	67.71K	+6.98%
Jun 30, 2025	UBS GROUP AG	0.05%	18.38K	504.79K	-12.42K	-40.34%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	52.63K	1.45M	-6.29K	-10.67%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.16%	56.67K	1.56M	15.14K	+36.46%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.18%	61.83K	1.7M	-71.97K	-53.79%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	67.78K	1.86M	8.9K	+15.12%
Jun 30, 2025	PAX FINANCIAL GROUP, LLC	0.23%	78.4K	2.15M	4.14K	+5.57%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.23%	80.56K	2.21M	46.23K	+134.68%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	176.74K	4.85M	-31.56K	-15.15%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.54%	186.63K	5.13M	18.79K	+11.20%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.85%	293.59K	8.07M	29.52K	+11.18%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.9%	308.86K	8.48M	6.98K	+2.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.75%	603.67K	16.58M	36.56K	+6.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.1%	724.2K	19.89M	7.21K	+1.01%
Jun 30, 2025	STEWARDSHIP ADVISORS, LLC	2.12%	731.36K	20.09M	-3.5K	-0.48%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	7.11%	2.45M	67.3M	54.7K	+2.28%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.18%	60.39K	1.66M	-44.3K	-42.31%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.07%	22.44K	616.48K	3.92K	+21.14%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	85.4K	2.35M	8.4K	+10.90%
Jun 30, 2025	SEQUENT PLANNING LLC	0.11%	38.77K	1.06M	3.32K	+9.36%
Jun 30, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.83%	284.79K	7.82M	72.04K	+33.86%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.07%	24.52K	673.53K	-231	-0.93%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.55%	189.74K	5.21M	-95.25K	-33.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.11%	383.52K	10.54M	66.87K	+21.12%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.09%	30.02K	824.61K	2.32K	+8.36%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	24.39K	670K	3.11K	+14.61%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.49K	722.2K	-86	-0.32%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.67%	920.79K	25.29M	595.72K	+183.26%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	28.62K	786.16K	28.62K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.51%	167.84K	4.67M	23.96K	+16.65%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.64%	208.3K	5.79M	30.97K	+17.46%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	14.69K	406.27K	4.5K	+44.23%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.06%	20.79K	289.17K	20.79K	+100.00%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	15.23K	423.78K	3.78K	+33.02%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	16.37K	455.5K	1.08K	+7.06%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.06%	20.79K	289.17K	20.79K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	24.75K	688.49K	339	+1.39%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.08%	24.75K	688.55K	11.24K	+83.13%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	26.58K	739.42K	-210	-0.78%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.14%	45.74K	1.27M	-13.04K	-22.18%
Mar 31, 2025	SCHWALLIER WEALTH MANAGEMENT LLC	0.65%	212.75K	5.92M	212.75K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.68%	221.9K	6.17M	123.97K	+126.60%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	264.08K	7.35M	58.44K	+28.42%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.96%	969.87K	26.98M	969.87K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	58.88K	3.7M	15.36K	+35.31%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.18%	58.92K	1.64M	-1.3K	-2.15%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.24%	77.01K	2.14M	-67.53K	-46.72%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.32%	104.69K	2.91M	-700.06K	-86.99%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.86%	282.42K	7.86M	21.48K	+8.23%
Mar 31, 2025	ASSET ALLOCATION STRATEGIES LLC	0.88%	287.05K	7.99M	287.05K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.92%	301.89K	8.4M	-14.81K	-4.67%
Mar 31, 2025	ROYAL BANK OF CANADA	0.94%	306.8K	8.54M	18.95K	+6.58%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.97%	316.65K	8.81M	-316.85K	-50.02%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.99%	325.07K	9.04M	7.65K	+2.41%
Mar 31, 2025	SCARBOROUGH ADVISORS, LLC	1.27%	417.27K	11.61M	18.45K	+4.63%
Mar 31, 2025	SPECTRUM INVESTMENT ADVISORS, INC.	1.28%	418.13K	11.63M	18.43K	+4.61%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.73%	567.12K	15.78M	69.5K	+13.97%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.19%	716.99K	19.95M	231.96K	+47.82%
Mar 31, 2025	STEWARDSHIP ADVISORS, LLC	2.24%	734.86K	20.44M	154.51K	+26.62%
Mar 31, 2025	LPL FINANCIAL LLC	9.78%	3.2M	89.12M	160.65K	+5.28%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	34.33K	955K	8.82K	+34.58%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.65%	212.76K	5.92M	212.76K	+100.00%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.05%	17.7K	492.41K	17.7K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	21.28K	592K	-592	-2.71%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.87%	285K	7.93M	31.57K	+12.46%
Mar 31, 2025	PETIX & BOTTE CO	1.18%	387.86K	10.79M	116.29K	+42.82%
Mar 31, 2025	INVESCO LTD.	26.62%	8.72M	242.54M	-39.26K	-0.45%
Mar 31, 2025		0.06%	18.54K	515.67K	10.92K	+143.32%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	27.71K	770.71K	-31.1K	-52.89%
Mar 31, 2025	UBS GROUP AG	0.09%	30.8K	856.86K	-17.44K	-36.16%
Mar 31, 2025	SEQUENT PLANNING LLC	0.11%	35.45K	986.19K	-9.76K	-21.59%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.37%	120.25K	3.35M	120.25K	+100.00%
Mar 31, 2025	PAX FINANCIAL GROUP, LLC	0.23%	74.26K	2.07M	16.13K	+27.74%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.41%	133.8K	3.72M	23.72K	+21.55%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.57%	186.91K	5.2M	186.91K	+100.00%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	7.31%	2.4M	66.64M	434.32K	+22.15%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.06%	18.53K	500.73K	0	0
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.13%	41.53K	1.16M	41.53K	+100.00%
Mar 31, 2025	TOTAL CLARITY WEALTH MANAGEMENT, INC.	0.42%	137.57K	3.72M	-1.59K	-1.14%

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