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

Who are the major shareholders selling TCW Durable Growth ETF stock?

SCARBOROUGH ADVISORS, LLC, in the last quarter, reduced its stake in GRW by -100% restricting it's holding to 0 shares of worth nearly -. MILESTONE INVESTMENT ADVISORS LLC also lessened -100% of the GRW shares from its portfolio, reducing its holding to 0 shares of worth -. TCW GROUP INC also shunned GRW shares holding by -77.51% last quarter which brought its holding to 93.43 thousand shares worth $3.01M.

Investors who are buying GRW stock?

As per its latest 13F filing, EP WEALTH ADVISORS, LLC increased its stake in GRW by 100% in the last quarter. The institutional holder raised its holding to 6.32 thousand shares having worth more than $203.82K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 52.25% more shares of GRW to its portfolio, raising its holding to 19.89 thousand shares of worth $640.86K. CITADEL ADVISORS LLC also increased its GRW shares holding by 77.85% which brought its holding to 14.54 thousand shares worth $468.47K.

GRW's major insiders: who are they?

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

Did an insider recently sell GRW stock?

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

Which insider recently purchased GRW stock?

There have been 0 transaction(s) during the past 6-months in which TCW Durable Growth ETF insiders have bought stock, totalling 0 shares

How much of GRW does insiders own?

Around 0 TCW Durable Growth ETF shares are held by insiders, which represents about N/A of GRW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GRW?

SCARBOROUGH ADVISORS, LLC is the largest institutional owner in GRW which holds 0 shares worth - or 0% of the total GRW shares outstanding followed by MILESTONE INVESTMENT ADVISORS LLC with ownership of 0 shares representing 0% of the GRW ownership. TCW GROUP INC is the third largest stakeholder with 93.43 thousand shares or 2.95% of the ownership worth more than $3.01M.

Is TCW Durable Growth 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 GRW is concerned, it is a stock which is not optionable.

Is there a short position on GRW's shares?

Number of GRW 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 GRW shares are there?

As of today, null shares of GRW are outstanding.

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

GRW 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 GRW is null.

TCW Durable Growth ETF (GRW) 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. SCARBOROUGH ADVISORS, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in TCW Durable Growth ETF is owned by the company. MILESTONE INVESTMENT ADVISORS LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SCARBOROUGH ADVISORS, LLC	0%	0	-	-470	-100.00%
Jun 30, 2026	MILESTONE INVESTMENT ADVISORS LLC	0%	0	-	-7.05K	-100.00%
Jun 30, 2026	TCW GROUP INC	2.95%	93.43K	3.01M	-321.96K	-77.51%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.2%	6.32K	203.82K	6.32K	+100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-167	-100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-8.83K	-100.00%
Jun 30, 2026	UBS GROUP AG	1.71%	54.25K	1.75M	-4.02K	-6.89%
Jun 30, 2026	MORGAN STANLEY	1.34%	42.36K	1.37M	-9.29K	-17.98%
Jun 30, 2026	LPL FINANCIAL LLC	1.33%	42.01K	1.35M	-1.88K	-4.28%
Jun 30, 2026	MANCHESTER FINANCIAL INC	0.93%	29.6K	953.99K	-4.03K	-11.99%
Jun 30, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.89%	28.35K	913.67K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.63%	19.89K	640.86K	6.82K	+52.25%
Jun 30, 2026	CITADEL ADVISORS LLC	0.46%	14.54K	468.47K	6.36K	+77.85%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	14.26K	460K	-1.56K	-9.86%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.45%	14.13K	455.34K	14.13K	+100.00%
Jun 30, 2026	COOPER FINANCIAL GROUP	0.44%	13.89K	447.73K	0	0
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.41%	13.06K	420.9K	0	0
Jun 30, 2026	SIT INVESTMENT ASSOCIATES INC	0.3%	9.6K	309K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.28%	8.99K	289.86K	0	0
Jun 30, 2026	CIOVACCO CAPITAL MANAGEMENT LLC	0.27%	8.53K	275.01K	0	0
Jun 30, 2026	TOWNSEND & ASSOCIATES, INC	17.67%	560.32K	17.46M	-5.91K	-1.04%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-24.49K	-100.00%
Jun 30, 2026	ARCHER INVESTMENT CORP	0.09%	2.91K	93.85K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.04%	1.15K	36.93K	0	0
Jun 30, 2026	CAPITAL PLANNING LLC	0%	0	-	-8.99K	-100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	548	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	278	8.96K	0	0
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0.03%	1.01K	32.39K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.03%	1.09K	35K	-6.65K	-85.95%
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-11.14K	-100.00%
Jun 30, 2026	SACHETTA, LLC	0.08%	2.58K	83.05K	2.58K	+100.00%
Jun 30, 2026	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.17%	5.46K	176.1K	0	0
Jun 30, 2026	FMR LLC	0.14%	4.51K	145.41K	-485	-9.71%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.11%	3.56K	114.79K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	167	4.59K	167	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.41%	13.06K	359.22K	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.3%	9.6K	264K	0	0
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	11.14K	306.37K	-7.07K	-38.83%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-17.6K	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	15.82K	435K	-7.74K	-32.84%
Mar 31, 2026	JANE STREET GROUP, LLC	0.77%	24.49K	673.52K	-4.13K	-14.43%
Mar 31, 2026	CAPITAL PLANNING LLC	0.28%	8.99K	247.25K	-179.58K	-95.23%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.09%	2.91K	80.1K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	13.06K	359.25K	13.06K	+100.00%
Mar 31, 2026	ANGELES WEALTH MANAGEMENT, LLC	0.89%	28.35K	779.77K	28.35K	+100.00%
Mar 31, 2026	MANCHESTER FINANCIAL INC	1.06%	33.63K	925.08K	-41.04K	-54.96%
Mar 31, 2026	LPL FINANCIAL LLC	1.38%	43.89K	1.21M	-6.34K	-12.62%
Mar 31, 2026	MORGAN STANLEY	1.63%	51.64K	1.42M	-14.71K	-22.17%
Mar 31, 2026	UBS GROUP AG	1.84%	58.27K	1.6M	-9.77K	-14.35%
Mar 31, 2026	CIOVACCO CAPITAL MANAGEMENT LLC	0.27%	8.53K	234.62K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.24%	7.74K	213K	-9.99K	-56.34%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.03%	1.01K	27.64K	1.01K	+100.00%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0.01%	470	12.93K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.26%	8.17K	224.8K	8.17K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.04%	1.15K	31.52K	0	0
Mar 31, 2026	TCW GROUP INC	13.1%	415.38K	11.43M	-267.62K	-39.18%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.44%	13.89K	382.12K	0	0
Mar 31, 2026	TOWNSEND & ASSOCIATES, INC	17.86%	566.22K	16.75M	88.26K	+18.47%
Mar 31, 2026	FMR LLC	0.16%	5K	137.45K	4.26K	+578.02%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.11%	3.56K	97.98K	-2.69K	-43.04%
Mar 31, 2026	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.17%	5.46K	150.29K	0	0
Mar 31, 2026	MILESTONE INVESTMENT ADVISORS LLC	0.22%	7.05K	193.95K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	278	7.65K	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.28%	8.83K	243K	-55.55K	-86.28%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0%	0	-	-16.71K	-100.00%
Mar 31, 2026	REDHAWK WEALTH ADVISORS, INC.	0%	0	-	-7.15K	-100.00%
Mar 31, 2026	DAVID R. RAHN & ASSOCIATES INC.	0%	0	-	-6.71K	-100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	0	-	-17.54K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-5.65K	-100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	17	468	17	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.28%	8.99K	247.38K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.35%	13.06K	406.34K	0	0
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.26%	9.6K	299K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	8.99K	279.83K	282	+3.24%
Dec 31, 2025	CIOVACCO CAPITAL MANAGEMENT LLC	0.23%	8.53K	265.4K	0	0
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.19%	7.15K	222.46K	-289	-3.88%
Dec 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.19%	7.05K	219.39K	0	0
Dec 31, 2025	DAVID R. RAHN & ASSOCIATES INC.	0.18%	6.71K	208.65K	-142.74K	-95.51%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	6.25K	194.42K	-3.53K	-36.14%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	5.65K	175.79K	0	0
Dec 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0%	0	-	-16.26K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.08K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-183	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-194	-100.00%
Dec 31, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.15%	5.46K	170K	0	0
Dec 31, 2025	ARCHER INVESTMENT CORP	0.08%	2.91K	90.6K	0	0
Dec 31, 2025	FIFTH THIRD BANCORP	0.03%	1.15K	35.66K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	17.72K	551K	-4.44K	-20.03%
Dec 31, 2025	SCARBOROUGH ADVISORS, LLC	0.01%	470	14.63K	0	0
Dec 31, 2025	FMR LLC	0.02%	737	22.94K	-25	-3.28%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.45%	16.71K	519.88K	-15.92K	-48.78%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.47%	17.54K	545.86K	-11.77K	-40.15%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	17.6K	547.69K	-12.78K	-42.07%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.49%	18.21K	566.6K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.63%	23.56K	733K	-309	-1.29%
Dec 31, 2025	JANE STREET GROUP, LLC	0.77%	28.62K	890.31K	-2.81K	-8.95%
Dec 31, 2025	LPL FINANCIAL LLC	1.35%	50.22K	1.56M	-11.13K	-18.14%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.73%	64.38K	2M	26.84K	+71.50%
Dec 31, 2025	TCW GROUP INC	18.38%	683K	21.25M	-151.1K	-18.12%
Dec 31, 2025	MORGAN STANLEY	1.79%	66.36K	2.06M	-7.68K	-10.37%
Dec 31, 2025	UBS GROUP AG	1.83%	68.04K	2.12M	-36.62K	-34.99%
Dec 31, 2025	MANCHESTER FINANCIAL INC	2.01%	74.67K	2.32M	-2.23K	-2.90%
Dec 31, 2025	CAPITAL PLANNING LLC	5.08%	188.57K	5.86M	-19.16K	-9.22%
Dec 31, 2025	TOWNSEND & ASSOCIATES, INC	12.86%	477.96K	15.03M	5.24K	+1.11%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	278	8.65K	0	0
Dec 31, 2025	COOPER FINANCIAL GROUP	0.37%	13.89K	432.24K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	8.71K	278.22K	8.71K	+100.00%
Sep 30, 2025	TCW GROUP INC	20.77%	834.11K	26.64M	6.88K	+0.83%
Sep 30, 2025	MANCHESTER FINANCIAL INC	1.92%	76.9K	2.46M	-133.93K	-63.53%
Sep 30, 2025	ARCHER INVESTMENT CORP	0.07%	2.91K	93K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	2.08K	66.4K	2.08K	+100.00%
Sep 30, 2025	FMR LLC	0.02%	762	24.34K	-2	-0.26%
Sep 30, 2025	TSFG, LLC	0%	0	-	-15K	-100.00%
Sep 30, 2025	TEMPUS WEALTH PLANNING, LLC	0%	0	-	-18.1K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.53%	61.36K	1.96M	42.11K	+218.85%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	183	5.84K	183	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-633	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.8K	-100.00%
Sep 30, 2025	SOUTHSTATE CORP	0%	0	-	-621	-100.00%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0%	0	-	-8.07K	-100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	0%	0	-	-6.09K	-100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.76%	30.39K	970.35K	6.79K	+28.78%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.73%	29.31K	936.09K	5.73K	+24.31%
Sep 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.4%	16.26K	519.2K	16.26K	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.35%	13.89K	443.66K	21	+0.15%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.33%	13.06K	417.07K	0	0
Sep 30, 2025	TOWNSEND & ASSOCIATES, INC	11.77%	472.72K	15.01M	472.72K	+100.00%
Sep 30, 2025	CAPITAL PLANNING LLC	5.17%	207.73K	6.63M	-6.04K	-2.83%
Sep 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	3.72%	149.45K	4.77M	46.72K	+45.47%
Sep 30, 2025	UBS GROUP AG	2.61%	104.65K	3.34M	18.8K	+21.89%
Sep 30, 2025	MORGAN STANLEY	1.84%	74.03K	2.36M	-5.68K	-7.12%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.94%	37.54K	1.2M	23.35K	+164.56%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.81%	32.63K	1.04M	32.63K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.78%	31.43K	1M	9.06K	+40.49%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	23.87K	762K	-271.79K	-91.93%
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	22.16K	708K	7.64K	+52.60%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.45%	18.21K	581.56K	-2.53K	-12.21%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	9.78K	317.35K	-675	-6.46%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.24%	9.6K	307K	0	0
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.19%	7.44K	237.57K	7.44K	+100.00%
Sep 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.18%	7.05K	225.18K	18	+0.26%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	5.65K	180.43K	0	0
Sep 30, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.14%	5.46K	174.49K	1.32K	+31.89%
Sep 30, 2025	FIFTH THIRD BANCORP	0.03%	1.15K	36.6K	1.15K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	278	8.88K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	194	6.2K	-510	-72.44%
Sep 30, 2025	CIOVACCO CAPITAL MANAGEMENT LLC	0.21%	8.53K	272.41K	0	0
Sep 30, 2025	CATALYTIC WEALTH RIA, LLC	0%	0	-	-249.36K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	278	9.74K	0	0
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0.01%	469	16.43K	469	+100.00%
Jun 30, 2025	TSFG, LLC	0.34%	15K	525K	15K	+100.00%
Jun 30, 2025	MORGAN STANLEY	1.83%	79.71K	2.79B	-2.71K	-3.28%
Jun 30, 2025	DAVID R. RAHN & ASSOCIATES INC.	2.35%	102.73K	3.6M	102.73K	+100.00%
Jun 30, 2025	FMR LLC	0.02%	764	26.75K	-196	-20.42%
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.18%	8.07K	282.52K	8.07K	+100.00%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.48%	20.74K	726.66K	-388	-1.84%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	23.58K	826K	23.58K	+100.00%
Jun 30, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.09%	4.14K	145.12K	2.33K	+128.14%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.13%	5.65K	197.92K	0	0
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.33%	14.19K	497K	-798	-5.32%
Jun 30, 2025	JANE STREET GROUP, LLC	0.51%	22.37K	783.66K	1.8K	+8.74%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	6.77%	295.66K	10.36M	-7.65K	-2.52%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	10.45K	366.32K	3.99K	+61.63%
Jun 30, 2025	MANCHESTER FINANCIAL INC	4.83%	210.83K	7.39M	-6.22K	-2.86%
Jun 30, 2025	CAPITAL PLANNING LLC	4.9%	213.77K	7.49M	-3.13K	-1.44%
Jun 30, 2025	CATALYTIC WEALTH RIA, LLC	5.71%	249.36K	8.73M	-5.11K	-2.01%
Jun 30, 2025	TCW GROUP INC	18.95%	827.23K	28.98M	58.56K	+7.62%
Jun 30, 2025	ARCHER INVESTMENT CORP	0.07%	2.91K	102.01K	0	0
Jun 30, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.16%	7.03K	246.37K	0	0
Jun 30, 2025	CIOVACCO CAPITAL MANAGEMENT LLC	0.2%	8.53K	298.81K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.22%	9.6K	336K	0	0
Jun 30, 2025	TEMPUS WEALTH PLANNING, LLC	0.41%	18.1K	634.04K	18.1K	+100.00%
Jun 30, 2025	LIDO ADVISORS, LLC	0.14%	6.09K	213.44K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.44%	19.24K	674.08K	1.31K	+7.28%
Jun 30, 2025	ROYAL BANK OF CANADA	0.33%	14.52K	509K	13.73K	+1,742.89%
Jun 30, 2025	COOPER FINANCIAL GROUP	0.32%	13.87K	485.9K	0	0
Jun 30, 2025	UBS GROUP AG	1.97%	85.86K	3.01M	8.69K	+11.27%
Jun 30, 2025	SOUTHSTATE CORP	0.01%	621	21.75K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	633	22.17K	633	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	4.8K	168.11K	4.8K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	13.06K	457.49K	-468	-3.46%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.54%	23.6K	826.53K	23.6K	+100.00%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0%	0	-	-64	-100.00%
Jun 30, 2025	GTS SECURITIES LLC	0%	0	-	-34.38K	-100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	704	24.66K	394	+127.10%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-11K	-100.00%
Mar 31, 2025	TCW GROUP INC	19.11%	768.67K	25.47M	68.79K	+9.83%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-6.6K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-6.21K	-100.00%
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0%	0	-	-8.36K	-100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-207.09K	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	278	9.21K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	310	10.19K	0	0
Mar 31, 2025	SOUTHSTATE CORP	0.02%	621	20.58K	621	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.02%	788	26K	-69	-8.05%
Mar 31, 2025	LIDO ADVISORS, LLC	0.15%	6.09K	201.9K	0	0
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.37%	14.99K	497K	14.99K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.45%	17.94K	594.37K	-3.21K	-15.20%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.53%	21.13K	700.24K	-16.28K	-43.51%
Mar 31, 2025	GTS SECURITIES LLC	0.85%	34.38K	1.14M	25.18K	+273.66%
Mar 31, 2025	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.05%	1.82K	60.17K	1.14K	+169.04%
Mar 31, 2025	CIOVACCO CAPITAL MANAGEMENT LLC	0.21%	8.53K	282.65K	-120	-1.39%
Mar 31, 2025	UBS GROUP AG	1.92%	77.17K	2.56M	1.22K	+1.60%
Mar 31, 2025	MORGAN STANLEY	2.05%	82.41K	2.73M	-4.34K	-5.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	2.98%	120K	3.98M	120K	+100.00%
Mar 31, 2025	CATALYTIC WEALTH RIA, LLC	6.33%	254.47K	8.43M	-70.55K	-21.71%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	7.54%	303.31K	10.05M	18.7K	+6.57%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0%	64	2.12K	64	+100.00%
Mar 31, 2025	FMR LLC	0.02%	960	31.82K	243	+33.89%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	6.47K	214.47K	-1.06K	-14.08%
Mar 31, 2025	MILESTONE INVESTMENT ADVISORS LLC	0.17%	7.03K	233.05K	-1.45K	-17.09%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.24%	9.6K	318K	-30.35K	-75.97%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.27%	11K	423K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	13.53K	448.26K	-243.12K	-94.73%
Mar 31, 2025	COOPER FINANCIAL GROUP	0.34%	13.87K	459.63K	0	0
Mar 31, 2025	CAPITAL PLANNING LLC	5.39%	216.9K	7.19M	-6.32K	-2.83%
Mar 31, 2025	MANCHESTER FINANCIAL INC	5.4%	217.05K	7.19M	-2.49K	-1.14%
Mar 31, 2025	ARCHER INVESTMENT CORP	0.07%	2.91K	96.49K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	5.65K	187.22K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0.51%	20.57K	681.71K	2.03K	+10.94%

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