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

Who are the major shareholders selling Simplify Hedged Equity ETF stock?

KOVACK ADVISORS, INC., in the last quarter, reduced its stake in HEQT by -18.06% restricting it's holding to 189.63 thousand shares of worth nearly $6.36M. BLUE JEAN FINANCIAL LLC also lessened -8.53% of the HEQT shares from its portfolio, reducing its holding to 17.48 thousand shares of worth $586.35K. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also shunned HEQT shares holding by -4.11% last quarter which brought its holding to 86.26 thousand shares worth $2.89M.

Investors who are buying HEQT stock?

As per its latest 13F filing, WESTERN WEALTH MANAGEMENT, LLC increased its stake in HEQT by 63.66% in the last quarter. The institutional holder raised its holding to 20.62 thousand shares having worth more than $691.57K. DYNAMIC ADVISOR SOLUTIONS LLC also added 1.16% more shares of HEQT to its portfolio, raising its holding to 93.61 thousand shares of worth $3.14M. EVOLUTION WEALTH MANAGEMENT INC. also increased its HEQT shares holding by 12.22% which brought its holding to 83.86 thousand shares worth $2.81M.

HEQT's major insiders: who are they?

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

Did an insider recently sell HEQT stock?

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

Which insider recently purchased HEQT stock?

There have been 0 transaction(s) during the past 6-months in which Simplify Hedged Equity ETF insiders have bought stock, totalling 0 shares

How much of HEQT does insiders own?

Around 0 Simplify Hedged Equity ETF shares are held by insiders, which represents about N/A of HEQT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HEQT?

KOVACK ADVISORS, INC. is the largest institutional owner in HEQT which holds 189.63 thousand shares worth $6.36M or 2.03% of the total HEQT shares outstanding followed by BLUE JEAN FINANCIAL LLC with ownership of 17.48 thousand shares representing 0.19% of the HEQT ownership. WESTERN WEALTH MANAGEMENT, LLC is the third largest stakeholder with 20.62 thousand shares or 0.22% of the ownership worth more than $691.57K.

Is Simplify Hedged Equity 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 HEQT is concerned, it is a stock which is optionable.

Is there a short position on HEQT's shares?

Number of HEQT 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 HEQT shares are there?

As of today, null shares of HEQT are outstanding.

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

HEQT 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 HEQT is null.

Simplify Hedged Equity ETF (HEQT) 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. KOVACK ADVISORS, INC. is the top corporate investor, holding 189.63K shares valued at $6.36M. A 2.03% stake in Simplify Hedged Equity ETF is owned by the company. BLUE JEAN FINANCIAL LLC owns 17.48K shares valued at $586.35K, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	KOVACK ADVISORS, INC.	2.03%	189.63K	6.36M	-41.79K	-18.06%
Jun 30, 2026	BLUE JEAN FINANCIAL LLC	0.19%	17.48K	586.35K	-1.63K	-8.53%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.22%	20.62K	691.57K	8.02K	+63.66%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	1%	93.61K	3.14M	1.07K	+1.16%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.93%	86.26K	2.89M	-3.69K	-4.11%
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.9%	83.86K	2.81M	9.13K	+12.22%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.83%	77.55K	2.6M	-63K	-44.82%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.77%	71.94K	2.41M	52.87K	+277.22%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.69%	63.92K	2.14M	-596	-0.92%
Jun 30, 2026	BFI WEALTH SOLUTIONS, LLC	0.24%	22.02K	738.38K	-9.01K	-29.04%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.25%	23.69K	794.63K	1.29K	+5.76%
Jun 30, 2026	BAY RIVERS GROUP	0.31%	28.61K	959.51K	1.12K	+4.07%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	32.02K	1.07M	6.87K	+27.30%
Jun 30, 2026	CAMBRIDGE ADVISORS INC.	0.35%	32.2K	1.08M	-343	-1.05%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.36%	33.83K	1.13M	-11.28K	-25.00%
Jun 30, 2026	STEPHENS INC /AR/	0.37%	34.16K	1.15M	-3.15K	-8.44%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	1.01%	94.58K	3.17M	-11.77K	-11.07%
Jun 30, 2026	SMITH, MOORE & CO.	1.07%	99.37K	3.33M	-371	-0.37%
Jun 30, 2026	SOUND FINANCIAL STRATEGIES GROUP, LLC	1.08%	100.74K	3.38M	0	0
Jun 30, 2026	VICTORY FINANCIAL GROUP, LLC	1.14%	105.93K	3.55M	-1.62K	-1.51%
Jun 30, 2026	UBS GROUP AG	1.15%	107.46K	3.6M	6.77K	+6.72%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	1.2%	111.92K	3.75M	21.37K	+23.60%
Jun 30, 2026	MIDDLETON & CO INC/MA	0.14%	13.03K	436.86K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.15%	13.62K	457K	2.77K	+25.53%
Jun 30, 2026	CITADEL ADVISORS LLC	0.17%	15.39K	516.28K	15.39K	+100.00%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.19%	17.64K	591.58K	6.38K	+56.66%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.2%	18.33K	614.86K	6.42K	+53.92%
Jun 30, 2026	ATX FINANCIAL PLANNING, LLC	0.21%	20.01K	671.1K	9.32K	+87.17%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.49%	45.69K	1.52M	0	0
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.5%	46.65K	1.56M	2.83K	+6.45%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.51%	47.89K	1.61M	-88	-0.18%
Jun 30, 2026	PETERSON WEALTH ADVISORS, LLC	1.21%	112.45K	3.77M	-4.68K	-3.99%
Jun 30, 2026	HARMONY ASSET MANAGEMENT LLC	1.21%	112.98K	3.79M	4.06K	+3.72%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.37%	127.29K	4.27M	17.45K	+15.89%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.4%	130.65K	4.38M	116.4K	+816.64%
Jun 30, 2026	JPMORGAN CHASE & CO	0.56%	51.81K	1.73M	11.84K	+29.63%
Jun 30, 2026	FINANCIAL ENHANCEMENT GROUP LLC	1.49%	139.29K	4.67M	2.73K	+2.00%
Jun 30, 2026	WEALTHPLAN PARTNERS, LLC	1.61%	150.33K	5.04M	-76.84K	-33.83%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.64%	152.96K	5.13M	17.89K	+13.25%
Jun 30, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	1.66%	154.81K	5.19M	179	+0.12%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.98%	184.74K	6.2M	4.64K	+2.58%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	2.07%	192.92K	6.47M	79.94K	+70.75%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	2.09%	195.13K	6.58M	-107.33K	-35.49%
Jun 30, 2026	INDEPENDENT WEALTH ADVISORS LLC	2.2%	204.85K	6.87M	19.04K	+10.24%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.69%	250.58K	8.4M	26.98K	+12.07%
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	3.07%	286.15K	9.6M	-3.55K	-1.22%
Jun 30, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	3.22%	300.21K	10.07M	-71.71K	-19.28%
Jun 30, 2026	LPL FINANCIAL LLC	4.87%	454.08K	15.23M	-108.53K	-19.29%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	7.49%	698.19K	23.42M	160.96K	+29.96%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.67%	62.32K	2.09M	-2.19K	-3.40%
Mar 31, 2026	LPL FINANCIAL LLC	6.04%	562.6K	17.72M	103.29K	+22.49%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	3.25%	302.46K	9.53M	29.41K	+10.77%
Mar 31, 2026	LEO WEALTH, LLC	3.58%	333.88K	10.52M	2.37K	+0.72%
Mar 31, 2026	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	3.99%	371.92K	11.72M	-186.48K	-33.40%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	5.76%	537.23K	16.92M	-583.33K	-52.06%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.24%	22.4K	705.63K	-1.06K	-4.53%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.49%	45.69K	1.41M	6.04K	+15.24%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	25.15K	792K	-3.34K	-11.71%
Mar 31, 2026	BAY RIVERS GROUP	0.29%	27.49K	865.94K	7.73K	+39.11%
Mar 31, 2026		1.99%	185.67K	5.85M	185.67K	+100.00%
Mar 31, 2026	CAMBRIDGE ADVISORS INC.	0.35%	32.54K	1.02M	0	0
Mar 31, 2026	STEPHENS INC /AR/	0.4%	37.31K	1.18M	-170.9K	-82.08%
Mar 31, 2026	JPMORGAN CHASE & CO	0.43%	39.97K	1.23M	2.54K	+6.80%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.69%	64.52K	2.03M	-23.97K	-27.09%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	14.25K	448.97K	14.25K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.2%	18.42K	580.32K	18.42K	+100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.2%	19.07K	600.71K	6.15K	+47.60%
Mar 31, 2026	SMITH, MOORE & CO.	1.07%	99.74K	3.14M	-6.89K	-6.46%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.51%	47.98K	1.5M	-745	-1.53%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	0.69%	64.51K	2.03M	1.73K	+2.76%
Mar 31, 2026	CWM, LLC	6.75%	629.59K	19.83M	24.3K	+4.02%
Mar 31, 2026	HECK CAPITAL ADVISORS, LLC	0.13%	12.3K	387.45K	12.3K	+100.00%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.47%	43.82K	1.38M	8.55K	+24.23%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.48%	45.11K	1.45M	-27.3K	-37.70%
Mar 31, 2026	UBS GROUP AG	1.08%	100.7K	3.17M	-12.03K	-10.67%
Mar 31, 2026	SOUND FINANCIAL STRATEGIES GROUP, LLC	1.08%	100.74K	3.17M	0	0
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	1.14%	106.35K	3.35M	16.18K	+17.95%
Mar 31, 2026	MIDDLETON & CO INC/MA	0.14%	13.03K	410.29K	0	0
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.8%	74.73K	2.35M	10.51K	+16.37%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.97%	89.95K	2.83M	-8.67K	-8.79%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.97%	90.51K	2.85M	66.68K	+279.80%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.97%	90.55K	2.85M	-36.5K	-28.73%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	0.11%	10.17K	320.31K	576	+6.00%
Mar 31, 2026	PROFICIO CAPITAL PARTNERS LLC	0.11%	10.47K	329.81K	0	0
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.11%	11.04K	347.8K	52	+0.47%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.12%	11.26K	354.66K	11.26K	+100.00%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.12%	11.3K	370.69K	11.3K	+100.00%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.12%	11.91K	375.17K	11.91K	+100.00%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.13%	12.6K	396.88K	-193	-1.51%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.99%	92.54K	2.91M	-4.18K	-4.32%
Mar 31, 2026	BAER INVESTMENT ADVISORY LLC	1.15%	107.55K	3.39M	107.55K	+100.00%
Mar 31, 2026	VICTORY FINANCIAL GROUP, LLC	1.15%	107.55K	3.39M	-598	-0.55%
Mar 31, 2026	HARMONY ASSET MANAGEMENT LLC	1.17%	108.92K	3.43M	2.38K	+2.23%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	1.18%	109.84K	3.46M	-15.26K	-12.19%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.21%	112.98K	3.56M	28.85K	+34.29%
Mar 31, 2026	PETERSON WEALTH ADVISORS, LLC	1.26%	117.13K	3.69M	-11.03K	-8.61%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.45%	135.07K	4.25M	-12.27K	-8.32%
Mar 31, 2026	FINANCIAL ENHANCEMENT GROUP LLC	1.47%	136.56K	4.47M	8.43K	+6.58%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.51%	140.55K	4.43M	19.29K	+15.91%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	1.66%	154.63K	4.87M	20.78K	+15.53%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.93%	180.1K	5.67M	7.92K	+4.60%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	2.4%	223.59K	7.04M	164.56K	+278.76%
Mar 31, 2026	WEALTHPLAN PARTNERS, LLC	2.44%	227.17K	7.16M	-77.69K	-25.48%
Mar 31, 2026	KOVACK ADVISORS, INC.	2.48%	231.42K	7.35M	34.91K	+17.77%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	3.11%	289.7K	9.13M	289.7K	+100.00%
Mar 31, 2026	INDEPENDENT WEALTH ADVISORS LLC	1.99%	185.81K	5.85M	10.05K	+5.72%
Mar 31, 2026	BFI WEALTH SOLUTIONS, LLC	0.33%	31.02K	974.15K	-3.86K	-11.07%
Mar 31, 2026	BLUE JEAN FINANCIAL LLC	0.21%	19.11K	602.03K	3.28K	+20.72%
Dec 31, 2025	MIDDLETON & CO INC/MA	0.13%	13.03K	417.45K	0	0
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	12.79K	409.98K	-34	-0.27%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	13.4K	429.55K	-4.03K	-23.13%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	10.5%	1.12M	35.91M	922.84K	+466.76%
Dec 31, 2025	BETTERMENT LLC	0.09%	9.32K	299K	1.01K	+12.12%
Dec 31, 2025	FUNDAMENTUM, LLC	0.08%	8.22K	263.5K	-3.42K	-29.39%
Dec 31, 2025	PLAN GROUP FINANCIAL, LLC	0.08%	7.83K	250.83K	7.83K	+100.00%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	0.09%	9.59K	307.46K	9.59K	+100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	1.25%	127.05K	4.07M	-119.78K	-48.53%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.17%	125.1K	4.01M	-6.95K	-5.26%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.14%	121.26K	3.89M	-5.3K	-4.19%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.79%	84.13K	2.7M	12.31K	+17.13%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.68%	72.41K	2.32M	-7.38K	-9.25%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.12%	12.92K	414.09K	12.92K	+100.00%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.11%	10.99K	352.19K	1.23K	+12.65%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.11%	10.78K	349.08K	10.78K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	4.34%	459.31K	14.72M	53.48K	+13.18%
Dec 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.1%	10.47K	335.56K	0	0
Dec 31, 2025	MORGAN STANLEY	0.08%	8.15K	261.36K	7.7K	+1,696.04%
Dec 31, 2025	CWM, LLC	5.68%	605.29K	19.4M	19.06K	+3.25%
Dec 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	5.24%	558.39K	17.9M	-95.53K	-14.61%
Dec 31, 2025	LEO WEALTH, LLC	3.26%	331.51K	10.62M	331.51K	+100.00%
Dec 31, 2025	WEALTHPLAN PARTNERS, LLC	2.88%	304.85K	9.77M	-19.7K	-6.07%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	2.58%	273.05K	8.75M	18.66K	+7.33%
Dec 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	4.89%	517.14K	16.57M	517.14K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.62%	172.18K	5.52M	-539	-0.31%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.38%	147.33K	4.72M	-1.38K	-0.93%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.15%	15.78K	505.77K	59	+0.38%
Dec 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	1.32%	133.85K	4.29M	6.72K	+5.29%
Dec 31, 2025	PETERSON WEALTH ADVISORS, LLC	1.26%	128.16K	4.11M	-11.97K	-8.54%
Dec 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.26%	128.13K	4.13M	-1.79K	-1.38%
Dec 31, 2025	VICTORY FINANCIAL GROUP, LLC	1.07%	108.15K	3.47M	-8.83K	-7.55%
Dec 31, 2025	UBS GROUP AG	1.06%	112.72K	3.61M	-92.68K	-45.12%
Dec 31, 2025	SMITH, MOORE & CO.	1.05%	106.63K	3.42M	-52.87K	-33.15%
Dec 31, 2025	HARMONY ASSET MANAGEMENT LLC	1.01%	106.55K	3.41M	-29.22K	-21.52%
Dec 31, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.99%	100.74K	3.23M	20.2K	+25.08%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.95%	96.71K	3.1M	-19.9K	-17.06%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.46%	48.72K	1.56M	-2.16K	-4.24%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.37%	39.65K	1.27M	14.73K	+59.11%
Dec 31, 2025	JPMORGAN CHASE & CO	0.35%	37.43K	1.2M	33.09K	+762.53%
Dec 31, 2025	MARINER, LLC	0.34%	36.64K	1.17M	22.2K	+153.71%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.33%	35.27K	1.13M	-6	-0.02%
Dec 31, 2025	CAMBRIDGE ADVISORS INC.	0.32%	32.54K	1.04M	974	+3.09%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	28.49K	913K	521	+1.86%
Dec 31, 2025	PFG ADVISORS	0.22%	22.28K	714.01K	-1.96K	-8.07%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.93%	98.62K	3.16M	-32.43K	-24.74%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.89%	90.17K	2.89M	2.04K	+2.31%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.83%	88.49K	2.84M	13.46K	+17.95%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.62%	62.78K	2.01M	2.65K	+4.41%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.61%	64.22K	2.06M	6.54K	+11.34%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.58%	59.03K	1.89M	59.03K	+100.00%
Dec 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.23%	23.83K	763.78K	11.32K	+90.40%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.22%	23.47K	752.05K	216	+0.93%
Dec 31, 2025		0.15%	15.83K	507.42K	15.83K	+100.00%
Dec 31, 2025	STEPHENS INC /AR/	1.96%	208.21K	6.67M	-59.84K	-22.32%
Dec 31, 2025	KOVACK ADVISORS, INC.	1.94%	196.51K	6.3M	196.51K	+100.00%
Dec 31, 2025	BAY RIVERS GROUP	0.19%	19.76K	633.37K	3.2K	+19.31%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.52%	50.88K	1.59M	116	+0.23%
Sep 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	1.3%	127.13K	3.97M	8.02K	+6.73%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.3%	126.56K	3.9M	7.95K	+6.70%
Sep 30, 2025	VICTORY FINANCIAL GROUP, LLC	1.2%	116.98K	3.65M	1.7K	+1.48%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.19%	116.61K	3.64M	350	+0.30%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.9%	88.13K	2.75M	88.13K	+100.00%
Sep 30, 2025	NBC SECURITIES, INC.	0.41%	40K	1.25M	40K	+100.00%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.25%	24.02K	750.16K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	23.81K	743.66K	-73.83K	-75.62%
Sep 30, 2025	GTS SECURITIES LLC	0.19%	18.63K	581.91K	3.53K	+23.35%
Sep 30, 2025	MARINER, LLC	0.15%	14.44K	451.17K	6.42K	+79.91%
Sep 30, 2025	FUNDAMENTUM, LLC	0.12%	11.64K	363.71K	-279.34K	-96.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.11%	10.94K	341.8K	2.29K	+26.51%
Sep 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.1%	9.76K	304.73K	9.76K	+100.00%
Sep 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	6.69%	653.93K	20.43M	-4.6K	-0.70%
Sep 30, 2025	CWM, LLC	6%	586.22K	18.31M	10.04K	+1.74%
Sep 30, 2025	JPMORGAN CHASE & CO	0.04%	4.34K	135.54K	921	+26.95%
Sep 30, 2025	CGC FINANCIAL SERVICES, LLC	0.03%	3.12K	97.3K	3.12K	+100.00%
Sep 30, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0.03%	2.85K	88.87K	-22.08K	-88.58%
Sep 30, 2025	LONGVIEW FINANCIAL ADVISORS LLC	0.03%	2.45K	76.41K	-160	-6.14%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.02%	1.55K	48.26K	545	+54.50%
Sep 30, 2025	US BANCORP \DE\	0.01%	1.34K	41.86K	1.34K	+100.00%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.01%	901	28.15K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	780	24.37K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	650	20.3K	650	+100.00%
Sep 30, 2025	ASSETMARK, INC	0.01%	628	19.62K	0	0
Sep 30, 2025	ARQ WEALTH ADVISORS, LLC	2.6%	254.39K	7.95M	13.44K	+5.58%
Sep 30, 2025	PETERSON WEALTH ADVISORS, LLC	1.43%	140.13K	4.39M	-7.4K	-5.02%
Sep 30, 2025	HARMONY ASSET MANAGEMENT LLC	1.39%	135.76K	4.24M	1.52K	+1.13%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.82%	79.79K	2.49M	10.48K	+15.13%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.36%	35.28K	1.1M	27.22K	+337.50%
Sep 30, 2025	CAMBRIDGE ADVISORS INC.	0.32%	31.57K	985.99K	-1.69K	-5.08%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	27.97K	874K	27.97K	+100.00%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.26%	24.92K	776.91K	8.14K	+48.52%
Sep 30, 2025	PFG ADVISORS	0.25%	24.23K	757K	2.51K	+11.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.24%	23.25K	726.23K	-2.11K	-8.31%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	17.43K	545K	-16.62K	-48.81%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	8.84K	276K	-497	-5.33%
Sep 30, 2025	BETTERMENT LLC	0.09%	8.31K	260K	118	+1.44%
Sep 30, 2025	LPL FINANCIAL LLC	4.15%	405.83K	12.68M	-222.4K	-35.40%
Sep 30, 2025	WEALTHPLAN PARTNERS, LLC	3.32%	324.56K	10.14M	6K	+1.88%
Sep 30, 2025	STEPHENS INC /AR/	2.74%	268.04K	8.37M	-1.67K	-0.62%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	2.53%	246.83K	7.71M	109.29K	+79.46%
Sep 30, 2025	UBS GROUP AG	2.1%	205.4K	6.42M	-50.12K	-19.61%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.02%	197.71K	6.18M	-60.8K	-23.52%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.34%	131.05K	4.09M	-64.61K	-33.02%
Sep 30, 2025	SOUND FINANCIAL STRATEGIES GROUP, LLC	0.82%	80.54K	2.52M	80.54K	+100.00%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.74%	71.83K	2.24M	1.79K	+2.55%
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.16%	15.72K	491.1K	851	+5.72%
Sep 30, 2025	MIDDLETON & CO INC/MA	0.13%	13.03K	406.86K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.77%	75.02K	2.34M	75.02K	+100.00%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.62%	60.13K	1.88M	5.63K	+10.33%
Sep 30, 2025	BAY RIVERS GROUP	0.17%	16.56K	517.41K	2.1K	+14.48%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.35%	132.05K	4.12M	-201.93K	-60.46%
Sep 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.33%	129.93K	4.08M	7.22K	+5.88%
Sep 30, 2025	DAVENPORT & CO LLC	0.08%	8.02K	250.55K	8.02K	+100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.07%	6.66K	208.1K	-65	-0.97%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.77%	172.72K	5.4M	-93	-0.05%
Sep 30, 2025	SMITH, MOORE & CO.	1.63%	159.5K	4.98M	-4.45K	-2.72%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.52%	148.71K	4.65M	-205.8K	-58.05%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.59%	57.68K	1.8M	57.68K	+100.00%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	12.83K	400.64K	719	+5.94%
Sep 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.13%	12.52K	390.96K	-8.75K	-41.15%
Sep 30, 2025	PROFICIO CAPITAL PARTNERS LLC	0.11%	10.47K	327.05K	0	0
Jun 30, 2025	CAMBRIDGE ADVISORS INC.	0.33%	33.26K	999.32K	14.05K	+73.12%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.69%	69.3K	2.08M	69.3K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.19%	118.61K	3.56M	17.81K	+17.67%
Jun 30, 2025	VICTORY FINANCIAL GROUP, LLC	1.15%	115.28K	3.46M	-3.85K	-3.23%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	1.16%	116.26K	3.49M	-198	-0.17%
Jun 30, 2025	FINANCIAL ENHANCEMENT GROUP LLC	1.23%	122.71K	3.7M	36.52K	+42.36%
Jun 30, 2025	HARMONY ASSET MANAGEMENT LLC	1.35%	134.24K	4.03M	-762	-0.56%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	1.38%	137.54K	4.13M	-210.51K	-60.48%
Jun 30, 2025	LEO WEALTH, LLC	1.52%	151.94K	4.57M	151.94K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.96%	195.66K	5.88M	10.3K	+5.56%
Jun 30, 2025	UBS GROUP AG	2.56%	255.52K	7.68M	59.88K	+30.61%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.59%	258.51K	7.77M	-561.37K	-68.47%
Jun 30, 2025	STEPHENS INC /AR/	2.7%	269.71K	8.1M	177.83K	+193.53%
Jun 30, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	6.6%	658.53K	19.79M	195.82K	+42.32%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.15%	14.87K	446.89K	111	+0.75%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.17%	16.49K	495.62K	16.49K	+100.00%
Jun 30, 2025		0.25%	24.92K	748.88K	13.77K	+123.55%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	25.36K	761.92K	-150	-0.59%
Jun 30, 2025	SKYLINE ADVISORS, INC.	0.31%	30.86K	927.38K	30.86K	+100.00%
Jun 30, 2025	L.M. KOHN & COMPANY	0.49%	49.2K	1.48M	49.2K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.66%	66.17K	1.99M	59.17K	+844.94%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	1.4%	139.81K	4.2M	139.81K	+100.00%
Jun 30, 2025	PETERSON WEALTH ADVISORS, LLC	1.48%	147.53K	4.43M	-8.5K	-5.45%
Jun 30, 2025	SMITH, MOORE & CO.	1.64%	163.95K	4.93M	11.62K	+7.63%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	1.66%	165.49K	4.97M	-4.3K	-2.53%
Jun 30, 2025	FUNDAMENTUM, LLC	2.92%	290.98K	8.74M	93.83K	+47.59%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.51%	50.76K	1.53M	50	+0.10%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	2.41%	240.95K	6.89M	0	0
Jun 30, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0.25%	24.92K	748.88K	13.77K	+123.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.55%	354.51K	10.65M	64.43K	+22.21%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.55%	54.5K	1.64M	-86.3K	-61.29%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.15%	14.58K	438.19K	14.58K	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	16.78K	503.31K	16.38K	+4,094.25%
Jun 30, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.21%	21.27K	639.04K	-8.44K	-28.42%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.34%	34.06K	1.02M	-2.93K	-7.92%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.45%	44.77K	1.36M	3.86K	+9.42%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.7%	70.04K	2.1M	5.3K	+8.19%
Jun 30, 2025	3EDGE ASSET MANAGEMENT, LP	0.87%	87.08K	2.62M	62.48K	+253.94%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.98%	97.63K	2.93M	49.67K	+103.55%
Jun 30, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	1.19%	119.11K	3.58M	111.24K	+1,413.11%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.15%	14.82K	445.29K	14.82K	+100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.15%	15.1K	453.85K	15.1K	+100.00%
Jun 30, 2025	WEALTHPLAN PARTNERS, LLC	3.19%	318.56K	9.57M	-216.29K	-40.44%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	3.35%	333.98K	10.04M	93.96K	+39.15%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.73%	172.81K	5.19M	-139.35K	-44.64%
Jun 30, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	4.91%	489.87K	14.72M	-349.8K	-41.66%
Jun 30, 2025	CWM, LLC	5.77%	576.18K	17.31M	35.97K	+6.66%
Jun 30, 2025	LPL FINANCIAL LLC	6.29%	628.22K	18.88M	-577.04K	-47.88%
Jun 30, 2025	PFG ADVISORS	0.22%	21.72K	652.69K	-1.99K	-8.39%
Jun 30, 2025	LIONSBRIDGE WEALTH MANAGEMENT LLC	0.23%	23.02K	691.72K	-141.55K	-86.01%
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.24%	24.02K	721.65K	-329	-1.35%
Mar 31, 2025	WEALTHPLAN PARTNERS, LLC	3.92%	534.85K	15.28M	436	+0.08%
Mar 31, 2025	ENCOMPASS MORE ASSET MANAGEMENT	0.22%	29.71K	848.91K	29.71K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	2.29%	312.16K	8.92M	10.69K	+3.55%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	8.47K	241.97K	-1.5K	-15.06%
Mar 31, 2025	MARINER, LLC	0.06%	8.48K	242.2K	8.48K	+100.00%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.06%	8.63K	246.57K	8.63K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	9.76K	278.98K	-1.65K	-14.46%
Mar 31, 2025	PROFICIO CAPITAL PARTNERS LLC	0.08%	10.47K	299.18K	0	0
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.08%	10.91K	311.84K	10.91K	+100.00%
Mar 31, 2025		0.08%	11.15K	318.55K	-701	-5.92%
Mar 31, 2025	BAY RIVERS GROUP	0.1%	14.07K	402.05K	1.07K	+8.23%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.11%	14.76K	421.75K	-288	-1.91%
Mar 31, 2025	ADVISORS PREFERRED, LLC	0.13%	18.27K	522.79K	18.27K	+100.00%
Mar 31, 2025	CAMBRIDGE ADVISORS INC.	0.14%	19.21K	548.9K	19.21K	+100.00%
Mar 31, 2025	3EDGE ASSET MANAGEMENT, LP	0.18%	24.6K	703.03K	24.6K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	36.99K	1.06M	-885	-2.34%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.37%	50.71K	1.45M	-4.59K	-8.29%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.47%	64.74K	1.85M	51.19K	+377.88%
Mar 31, 2025	FINANCIAL ENHANCEMENT GROUP LLC	0.63%	86.19K	2.42M	26.25K	+43.79%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.74%	100.8K	2.88M	-1.97K	-1.92%
Mar 31, 2025	HARMONY ASSET MANAGEMENT LLC	0.99%	135K	3.86M	8.29K	+6.54%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.03%	140.79K	4.02M	-26.37K	-15.78%
Mar 31, 2025	LIONSBRIDGE WEALTH MANAGEMENT LLC	1.21%	164.57K	4.7M	-11.14K	-6.34%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.24%	169.8K	4.86M	169.8K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.36%	185.36K	5.3M	6.34K	+3.54%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	2.55%	348.05K	10.22M	-67.49K	-16.24%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	6.01%	819.88K	23.43M	123.2K	+17.68%
Mar 31, 2025	VICTORY FINANCIAL GROUP, LLC	0.87%	119.12K	3.4M	106.15K	+818.58%
Mar 31, 2025	KEUDELL/MORRISON WEALTH MANAGEMENT	6.15%	839.67K	23.99M	323.08K	+62.54%
Mar 31, 2025	LPL FINANCIAL LLC	8.83%	1.21M	34.44M	118.65K	+10.92%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.13%	290.09K	8.29M	169.3K	+140.17%
Mar 31, 2025	PFG ADVISORS	0.17%	23.71K	677.49K	-225	-0.94%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.18%	24.34K	695.63K	24.34K	+100.00%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.27%	36.94K	1.06M	36.94K	+100.00%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.3%	40.91K	1.17M	40.91K	+100.00%
Mar 31, 2025	STEPHENS INC /AR/	0.67%	91.88K	2.63M	58.1K	+171.97%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	47.97K	1.37M	47.97K	+100.00%
Mar 31, 2025	SMITH, MOORE & CO.	1.12%	152.33K	4.35M	-44.77K	-22.72%
Mar 31, 2025	PETERSON WEALTH ADVISORS, LLC	1.14%	156.03K	4.31M	102.41K	+191.00%
Mar 31, 2025	UBS GROUP AG	1.43%	195.64K	5.59M	-43.37K	-18.15%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.85%	116.46K	3.33M	116.46K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	25.51K	728.81K	2.52K	+10.98%
Mar 31, 2025	MIDDLETON & CO INC/MA	0.1%	13.03K	372.19K	0	0
Mar 31, 2025	FUNDAMENTUM, LLC	1.44%	197.15K	5.63M	197.15K	+100.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	1.76%	240.02K	6.86M	163.41K	+213.31%
Mar 31, 2025	ARQ WEALTH ADVISORS, LLC	1.77%	240.95K	6.89M	-1.03K	-0.43%
Mar 31, 2025	WEALTHPLAN INVESTMENT MANAGEMENT, LLC	3.39%	462.71K	13.22M	-137.21K	-22.87%
Mar 31, 2025	CWM, LLC	3.96%	540.21K	15.44M	32.99K	+6.50%

Frequently Asked Questions