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

Who are the major shareholders selling Pacer Cash Cows Fund of Funds ETF stock?

BELPOINTE ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in HERD by -9.84% restricting it's holding to 5.5 thousand shares of worth nearly $258.86K. MARINER, LLC also lessened -1.79% of the HERD shares from its portfolio, reducing its holding to 8.25 thousand shares of worth $388.10K. KESTRA ADVISORY SERVICES, LLC also shunned HERD shares holding by -0.72% last quarter which brought its holding to 10.29 thousand shares worth $484.08K.

Investors who are buying HERD stock?

As per its latest 13F filing, AUSDAL FINANCIAL PARTNERS, INC. increased its stake in HERD by 3.5% in the last quarter. The institutional holder raised its holding to 5.62 thousand shares having worth more than $264.51K. BNB WEALTH MANAGEMENT, LLC also added 0.01% more shares of HERD to its portfolio, raising its holding to 7.61 thousand shares of worth $358.01K. MML INVESTORS SERVICES, LLC also increased its HERD shares holding by 0.01% which brought its holding to 8.1 thousand shares worth $381.00K.

HERD's major insiders: who are they?

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

Did an insider recently sell HERD stock?

Company executives, directors, and other insiders own N/A percent of Pacer Cash Cows Fund of Funds ETF's stock. Within the last six months, there have been 0 transaction(s) in which HERD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HERD stock?

There have been 0 transaction(s) during the past 6-months in which Pacer Cash Cows Fund of Funds ETF insiders have bought stock, totalling 0 shares

How much of HERD does insiders own?

Around 0 Pacer Cash Cows Fund of Funds ETF shares are held by insiders, which represents about N/A of HERD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HERD?

BELPOINTE ASSET MANAGEMENT LLC is the largest institutional owner in HERD which holds 5.5 thousand shares worth $258.86K or 0.27% of the total HERD shares outstanding followed by AUSDAL FINANCIAL PARTNERS, INC. with ownership of 5.62 thousand shares representing 0.28% of the HERD ownership. BNB WEALTH MANAGEMENT, LLC is the third largest stakeholder with 7.61 thousand shares or 0.38% of the ownership worth more than $358.01K.

Is Pacer Cash Cows Fund of Funds 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 HERD is concerned, it is a stock which is not optionable.

Is there a short position on HERD's shares?

Number of HERD 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 HERD shares are there?

As of today, null shares of HERD are outstanding.

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

HERD 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 HERD is null.

Pacer Cash Cows Fund of Funds ETF (HERD) 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. BELPOINTE ASSET MANAGEMENT LLC is the top corporate investor, holding 5.5K shares valued at $258.86K. A 0.27% stake in Pacer Cash Cows Fund of Funds ETF is owned by the company. AUSDAL FINANCIAL PARTNERS, INC. owns 5.62K shares valued at $264.51K, which translates its holding of 0.28% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.27%	5.5K	258.86K	-600	-9.84%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.28%	5.62K	264.51K	190	+3.50%
Jun 30, 2026	BNB WEALTH MANAGEMENT, LLC	0.38%	7.61K	358.01K	1	+0.01%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.4%	8.1K	381K	1	+0.01%
Jun 30, 2026	COZAD ASSET MANAGEMENT INC	0.4%	8.1K	381.39K	0	0
Jun 30, 2026	MARINER, LLC	0.41%	8.25K	388.1K	-150	-1.79%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	8.77K	420.98K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.45%	9.04K	425.6K	4.22K	+87.52%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.51%	10.29K	484.08K	-75	-0.72%
Jun 30, 2026	WORLD EQUITY GROUP, INC.	0.55%	11.06K	520.69K	218	+2.01%
Jun 30, 2026	CONVERGENCE FINANCIAL, LLC	0.67%	13.48K	634.25K	6.74K	+100.00%
Jun 30, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.68%	13.82K	650.29K	-106	-0.76%
Jun 30, 2026	JANE STREET GROUP, LLC	0.71%	14.47K	681.18K	14.47K	+100.00%
Jun 30, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	0.81%	16.45K	774.32K	-752	-4.37%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.88%	17.8K	838K	-1.26K	-6.63%
Jun 30, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.91%	18.48K	869.95K	5.44K	+41.73%
Jun 30, 2026	CITADEL ADVISORS LLC	1.75%	35.47K	1.67M	-8.13K	-18.66%
Jun 30, 2026	ADVISORY RESOURCE GROUP	1.91%	38.6K	1.82M	-814	-2.07%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.08%	1.64K	76.98K	1.64K	+100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-800	-100.00%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-212	-100.00%
Jun 30, 2026	NBC SECURITIES, INC.	0.02%	425	20K	0	0
Jun 30, 2026	MORGAN STANLEY	0.02%	435	20.47K	-1	-0.23%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.03%	509	23.96K	509	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.05%	912	43.2K	912	+100.00%
Jun 30, 2026	INNOVATIVE ASSET ADVISORS GROUP, LLC	0.05%	949	44.67K	949	+100.00%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.06%	1.31K	61.84K	0	0
Jun 30, 2026	D.A. DAVIDSON & CO.	3.17%	64.2K	3.02M	2.42K	+3.91%
Jun 30, 2026	CENTRIC WEALTH MANAGEMENT	3.2%	64.91K	3.06M	0	0
Jun 30, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	4.05%	82K	3.86M	4.7K	+6.07%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	5.65%	114.49K	5.39M	9.16K	+8.70%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.02%	142.15K	6.69M	49.29K	+53.08%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	10.56%	213.89K	10.07M	2.8K	+1.33%
Jun 30, 2026	LPL FINANCIAL LLC	11.18%	226.51K	10.66M	9.13K	+4.20%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	12.53%	253.89K	11.95M	7.38K	+2.99%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	15.23%	308.46K	14.52M	6.78K	+2.25%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.11%	2.3K	108.26K	-1.63K	-41.49%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	700	33.02K	0	0
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.13%	2.64K	124.25K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.09%	1.8K	84.86K	940	+108.92%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	2.77K	130.56K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.14%	2.8K	131.56K	0	0
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.17%	3.43K	161.2K	3.43K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	4.27K	201.05K	-213	-4.75%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.21%	4.34K	204.01K	-507	-10.47%
Jun 30, 2026	MCCARTNEY WEALTH MANAGEMENT LLC	0.24%	4.81K	226.17K	0	0
Mar 31, 2026	COZAD ASSET MANAGEMENT INC	0.4%	8.1K	370.69K	21	+0.26%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-12	-100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-18.23K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-40.02K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	212	9.71K	212	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	5.2%	105.33K	4.82M	34.82K	+49.37%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.06%	1.31K	60.11K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	MORGAN STANLEY	0.02%	436	19.95K	-50	-10.29%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.03%	700	32.14K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.13%	2.64K	120.77K	1.07K	+68.15%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.24%	4.82K	220.61K	-116	-2.35%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.24%	4.84K	221.48K	-1.17K	-19.45%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	0.27%	5.43K	248.4K	3	+0.06%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.3%	6.1K	279.05K	0	0
Mar 31, 2026	CONVERGENCE FINANCIAL, LLC	0.33%	6.74K	308.23K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	2.77K	126.9K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.14%	2.8K	128.32K	-750	-21.16%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	10.42%	211.09K	9.66M	-3.23K	-1.50%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	14.89%	301.69K	13.8M	20.24K	+7.19%
Mar 31, 2026	LPL FINANCIAL LLC	10.73%	217.38K	9.94M	-7.28K	-3.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	12.17%	246.51K	11.28M	10.22K	+4.33%
Mar 31, 2026	TRIPLETAIL WEALTH MANAGEMENT, LLC	0%	0	-	-5.18K	-100.00%
Mar 31, 2026		0.23%	4.81K	219.82K	0	0
Mar 31, 2026	CWM, LLC	0%	81	3.71K	81	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	863	39.48K	-37	-4.11%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.51%	10.36K	473.93K	77	+0.75%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	19.06K	872K	494	+2.66%
Mar 31, 2026	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	3.82%	77.3K	3.54M	3.81K	+5.19%
Mar 31, 2026	CENTRIC WEALTH MANAGEMENT	3.2%	64.91K	3.06M	517	+0.80%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	4.49K	205.14K	-1.24K	-21.65%
Mar 31, 2026	NBC SECURITIES, INC.	0.02%	425	19.44K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.4%	8.09K	370.28K	-367	-4.34%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.19%	3.93K	179.84K	2.18K	+124.24%
Mar 31, 2026	WORLD EQUITY GROUP, INC.	0.54%	10.85K	496.11K	241	+2.27%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.64%	13.04K	596.61K	13.04K	+100.00%
Mar 31, 2026	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.69%	13.92K	636.93K	0	0
Mar 31, 2026	OPPENHEIMER ASSET MANAGEMENT INC.	0.85%	17.2K	787K	-6.18K	-26.42%
Mar 31, 2026	D.A. DAVIDSON & CO.	3.05%	61.78K	2.83M	6.61K	+11.99%
Mar 31, 2026	MCCARTNEY WEALTH MANAGEMENT LLC	0.24%	4.81K	219.82K	0	0
Mar 31, 2026	BNB WEALTH MANAGEMENT, LLC	0.38%	7.61K	347.97K	-6	-0.08%
Mar 31, 2026	ADVISORY RESOURCE GROUP	1.95%	39.41K	1.8M	-103.58K	-72.44%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0%	0	-	-248	-100.00%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0%	0	-	-6.89K	-100.00%
Mar 31, 2026	MARINER, LLC	0.41%	8.4K	384.08K	-266	-3.07%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	8.77K	402.74K	-819	-8.54%
Mar 31, 2026	CITADEL ADVISORS LLC	2.15%	43.6K	1.99M	43.6K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.58%	92.86K	4.25M	92.86K	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.04%	800	36.6K	800	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	248	10.78K	248	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.1%	1.75K	76.18K	-1.34K	-43.29%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.05%	900	39.11K	88	+10.84%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	700	30.42K	700	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.03%	486	21.13K	0	0
Dec 31, 2025	UBS GROUP AG	0%	12	522	-4.79K	-99.75%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	38	1	+100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-1K	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-14.72K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-800	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.94K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	2.15%	40.02K	1.74M	26.47K	+195.27%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	12.88%	236.29K	10.27M	8.24K	+3.61%
Dec 31, 2025	LPL FINANCIAL LLC	12.2%	224.66K	9.76M	4.88K	+2.22%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	11.68%	214.31K	9.31M	-198.75K	-48.12%
Dec 31, 2025	ADVISORY RESOURCE GROUP	7.77%	142.99K	6.21M	4.66K	+3.37%
Dec 31, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	3.94%	73.49K	3.19M	2.35K	+3.30%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.84%	70.51K	3.06M	16.6K	+30.78%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	3.51%	64.39K	2.93M	3.61K	+5.94%
Dec 31, 2025	D.A. DAVIDSON & CO.	2.96%	55.17K	2.4M	15.45K	+38.89%
Dec 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.25%	23.38K	1.02M	-2.87K	-10.93%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.99%	18.23K	792.3K	18.23K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.99%	18.56K	807K	892	+5.05%
Dec 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.75%	13.92K	605.1K	-5.9K	-29.76%
Dec 31, 2025	MARINER, LLC	0.47%	8.66K	376.44K	11	+0.13%
Dec 31, 2025	COZAD ASSET MANAGEMENT INC	0.44%	8.08K	351.24K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.37%	6.89K	299.56K	6.89K	+100.00%
Dec 31, 2025	CONVERGENCE FINANCIAL, LLC	0.37%	6.74K	292.83K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	5.72K	248.77K	-1.54K	-21.20%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.29%	5.43K	235.85K	202	+3.87%
Dec 31, 2025	TRIPLETAIL WEALTH MANAGEMENT, LLC	0.28%	5.18K	243.92K	5.18K	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.27%	4.94K	214.61K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.19%	3.55K	154.07K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.15%	2.77K	120.56K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.09%	1.57K	68.23K	1.57K	+100.00%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.07%	1.31K	57.11K	-1K	-43.22%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	15.1%	281.44K	12.23M	208.94K	+288.17%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.57%	10.61K	460.89K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.56%	10.28K	446.9K	329	+3.31%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.33%	6.1K	265.1K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.32%	6.01K	261.22K	-2.78K	-31.58%
Dec 31, 2025		0.26%	4.81K	214.48K	4.81K	+100.00%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	425	18.47K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	9.59K	426.01K	4	+0.04%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.46%	8.46K	367.7K	-571	-6.32%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0%	0	-	-7.38K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.24%	4.94K	209.17K	477	+10.69%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.51%	10.61K	449.23K	40	+0.38%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-248	-100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	800	33.89K	800	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	1.93%	39.72K	1.68M	10.59K	+36.36%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.46%	9.59K	407.12K	1.16K	+13.76%
Sep 30, 2025	ADVISORY RESOURCE GROUP	6.7%	138.33K	5.86M	-17.96K	-11.49%
Sep 30, 2025	LPL FINANCIAL LLC	10.65%	219.78K	9.31M	16.22K	+7.97%
Sep 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.27%	26.25K	1.11M	-2.06K	-7.27%
Sep 30, 2025	JANE STREET GROUP, LLC	0.66%	13.56K	574.19K	6.26K	+85.86%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.86%	17.67K	749K	-820	-4.43%
Sep 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.96%	19.82K	839.64K	-45	-0.23%
Sep 30, 2025	CITADEL ADVISORS LLC	0.71%	14.72K	623.71K	2.23K	+17.89%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	11.05%	228.05K	9.66M	9.94K	+4.56%
Sep 30, 2025	CONVERGENCE FINANCIAL, LLC	0.33%	6.74K	285.42K	-353	-4.98%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.61%	53.92K	2.28M	5.41K	+11.16%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.51%	72.51K	3.07M	-3.54K	-4.66%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	20.01%	413.06K	17.5M	27.59K	+7.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-173	-100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.48%	9.95K	421.67K	-155	-1.53%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	812	34.4K	0	0
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.11%	2.31K	98.02K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.17%	3.55K	150.17K	0	0
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	2.94%	60.78K	2.61M	-1.72K	-2.75%
Sep 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	3.45%	71.14K	3.01M	7.42K	+11.64%
Sep 30, 2025	MARINER, LLC	0.42%	8.65K	366.46K	1.4K	+19.31%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.43%	8.79K	372.17K	-6.92K	-44.05%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	9.03K	382.61K	639	+7.61%
Sep 30, 2025	UBS GROUP AG	0.23%	4.81K	203.54K	-995	-17.16%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	7.26K	308K	-68.15K	-90.37%
Sep 30, 2025	NBC SECURITIES, INC.	0.02%	425	18K	0	0
Sep 30, 2025	COZAD ASSET MANAGEMENT INC	0.39%	8.08K	342.36K	3	+0.04%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.3%	6.1K	258.4K	-600	-8.96%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	0.25%	5.23K	221.33K	5.23K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.02%	486	20.59K	1	+0.21%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.05%	1K	42.36K	-132	-11.66%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.14%	2.94K	124.54K	2.58K	+705.48%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.15%	3.09K	130.93K	620	+25.09%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	2.77K	117.51K	0	0
Jun 30, 2025	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	3.16%	63.73K	2.54M	63.73K	+100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.77%	76.05K	3.03M	-6.53K	-7.90%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.78%	15.7K	625.46K	-44.08K	-73.74%
Jun 30, 2025	UBS GROUP AG	0.29%	5.8K	231.01K	-344	-5.60%
Jun 30, 2025	JANE STREET GROUP, LLC	0.36%	7.29K	290.48K	-23.41K	-76.24%
Jun 30, 2025	COZAD ASSET MANAGEMENT INC	0.4%	8.08K	321.78K	3	+0.04%
Jun 30, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0.99%	19.87K	791.29K	19.87K	+100.00%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.31%	26.51K	1.06M	-434	-1.61%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.4%	28.31K	1.13M	-192	-0.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.41%	48.51K	1.93M	-448	-0.92%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	8.43K	343.85K	912	+12.14%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	10.11K	402.65K	1.47K	+16.95%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	3.1%	62.5K	2.54M	-833	-1.32%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	365	14.54K	365	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.62%	12.49K	497.48M	-18.09K	-59.16%
Jun 30, 2025	LPL FINANCIAL LLC	10.09%	203.55K	8.11M	2.6K	+1.29%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	10.81%	218.12K	8.69M	388	+0.18%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	248	9.88K	248	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-256	-100.00%
Jun 30, 2025	FMR LLC	0%	0	-	-35	-100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	485	19.32M	445	+1,112.50%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	1.13K	45.09K	132	+13.20%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.11%	2.31K	92.17K	0	0
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.12%	2.47K	98.42K	469	+23.43%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.14%	2.77K	110.49K	1.31K	+90.00%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.52%	10.57K	420.83K	746	+7.60%
Jun 30, 2025	D.A. DAVIDSON & CO.	1.44%	29.13K	1.16M	-100	-0.34%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.18%	3.55K	141.21K	3.55K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.74%	75.41K	3M	-14.44K	-16.07%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	425	16K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-44	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	173	6.89K	-205	-54.23%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.33%	6.7K	266.86K	-200	-2.90%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.37%	7.38K	293.76K	-48.88K	-86.89%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	8.39K	334K	1.09K	+14.93%
Jun 30, 2025	ADVISORY RESOURCE GROUP	7.75%	156.29K	6.22M	-21.8K	-12.24%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	19.11%	385.47K	15.35M	-13.93K	-3.49%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	812	32.34K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.22%	4.46K	177.69K	209	+4.92%
Jun 30, 2025		0.35%	7.09K	282.44K	7.09K	+100.00%
Jun 30, 2025	MARINER, LLC	0.36%	7.25K	288.81K	1.3K	+21.87%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	18.49K	737K	-1.45K	-7.29%
Jun 30, 2025	CONVERGENCE FINANCIAL, LLC	0.35%	7.09K	282.44K	7.09K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	40	1.5K	-1	-2.44%
Mar 31, 2025	MARINER, LLC	0.28%	5.95K	222.89K	5.95K	+100.00%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-13.7K	-100.00%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	0%	0	-	-27.32K	-100.00%
Mar 31, 2025	UBS GROUP AG	0.29%	6.14K	230.15K	5.97K	+3,472.09%
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.33%	6.9K	258.47K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.35%	7.3K	274K	789	+12.11%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.94%	19.95K	747K	-4.07K	-16.94%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-6.25K	-100.00%
Mar 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	1.35%	28.5K	1.07M	260	+0.92%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.27%	26.94K	1.01M	5.1K	+23.35%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	2.66%	56.25K	2.07M	7.44K	+15.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	18.89%	399.39K	14.96M	-36.37K	-8.35%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	10.3%	217.73K	8.16M	14.83K	+7.31%
Mar 31, 2025	LPL FINANCIAL LLC	9.5%	200.95K	7.53M	-1.76K	-0.87%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	1.46K	54.69K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.25%	89.85K	3.37M	-9.25K	-9.33%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.32%	48.96K	1.83M	-4.35K	-8.16%
Mar 31, 2025	CITADEL ADVISORS LLC	1.45%	30.58K	1.15M	30.58K	+100.00%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	44	1.62K	0	0
Mar 31, 2025	ADVISORY RESOURCE GROUP	8.42%	178.08K	6.67M	-17.37K	-8.89%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	3.91%	82.58K	3.09M	1.99K	+2.47%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	2.83%	59.79K	2.24M	-8.72K	-12.73%
Mar 31, 2025	D.A. DAVIDSON & CO.	1.38%	29.23K	1.09M	3.24K	+12.44%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.41%	8.64K	323.8K	-1.27K	-12.83%
Mar 31, 2025	COZAD ASSET MANAGEMENT INC	0.38%	8.08K	302.51K	6	+0.07%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	812	30.42K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	378	14.16K	378	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	256	10K	-157	-38.01%
Mar 31, 2025	CENTRIC WEALTH MANAGEMENT	3%	63.33K	2.37M	2.77K	+4.57%
Mar 31, 2025	WORLD EQUITY GROUP, INC.	0.46%	9.82K	393.15K	-16.49K	-62.67%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	7.51K	281.46K	-322	-4.11%
Mar 31, 2025	NBC SECURITIES, INC.	0.02%	425	15	425	+100.00%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.09%	2K	75K	174	+9.52%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.05%	1K	37.91K	0	0
Mar 31, 2025	FMR LLC	0%	35	1.32K	-89	-71.77%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.2%	4.25K	159.3K	247	+6.17%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.11%	2.31K	86.68K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	1.45%	30.7K	1.15M	24.32K	+381.12%
Mar 31, 2025	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	0%	0	-	-7.89K	-100.00%

Frequently Asked Questions