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

Who are the major shareholders selling Hull Tactical US ETF stock?

CLAYTON FINANCIAL GROUP LLC, in the last quarter, reduced its stake in HTUS by -100% restricting it's holding to 0 shares of worth nearly -. PRINCIPAL SECURITIES, INC. also lessened -5.71% of the HTUS shares from its portfolio, reducing its holding to 14.04 thousand shares of worth $615.57K. WESTERN WEALTH MANAGEMENT, LLC also shunned HTUS shares holding by -11.85% last quarter which brought its holding to 17.22 thousand shares worth $754.99K.

Investors who are buying HTUS stock?

As per its latest 13F filing, BROOKWOOD INVESTMENT GROUP LLC increased its stake in HTUS by 100% in the last quarter. The institutional holder raised its holding to 126.34 thousand shares having worth more than $5.54M. GENEOS WEALTH MANAGEMENT INC. also added 65.6% more shares of HTUS to its portfolio, raising its holding to 9.27 thousand shares of worth $406.59K. TRUIST FINANCIAL CORP also increased its HTUS shares holding by 31.05% which brought its holding to 18.35 thousand shares worth $804.62K.

HTUS's major insiders: who are they?

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

Did an insider recently sell HTUS stock?

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

Which insider recently purchased HTUS stock?

There have been 0 transaction(s) during the past 6-months in which Hull Tactical US ETF insiders have bought stock, totalling 0 shares

How much of HTUS does insiders own?

Around 0 Hull Tactical US ETF shares are held by insiders, which represents about N/A of HTUS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HTUS?

BROOKWOOD INVESTMENT GROUP LLC is the largest institutional owner in HTUS which holds 126.34 thousand shares worth $5.54M or 3.67% of the total HTUS shares outstanding followed by CLAYTON FINANCIAL GROUP LLC with ownership of 0 shares representing 0% of the HTUS ownership. GENEOS WEALTH MANAGEMENT INC. is the third largest stakeholder with 9.27 thousand shares or 0.27% of the ownership worth more than $406.59K.

Is Hull Tactical US 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 HTUS is concerned, it is a stock which is not optionable.

Is there a short position on HTUS's shares?

Number of HTUS 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 HTUS shares are there?

As of today, null shares of HTUS are outstanding.

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

HTUS 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 HTUS is null.

Hull Tactical US ETF (HTUS) 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. BROOKWOOD INVESTMENT GROUP LLC is the top corporate investor, holding 126.34K shares valued at $5.54M. A 3.67% stake in Hull Tactical US ETF is owned by the company. CLAYTON FINANCIAL GROUP 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	BROOKWOOD INVESTMENT GROUP LLC	3.67%	126.34K	5.54M	126.34K	+100.00%
Jun 30, 2026	CLAYTON FINANCIAL GROUP LLC	0%	0	-	-100	-100.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.27%	9.27K	406.59K	3.67K	+65.60%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.41%	14.04K	615.57K	-850	-5.71%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.5%	17.22K	754.99K	-2.31K	-11.85%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.53%	18.35K	804.62K	4.35K	+31.05%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.58%	19.99K	876.59K	-990	-4.72%
Jun 30, 2026	COMPREHENSIVE WEALTH MANAGEMENT, LLC	4.36%	150.05K	6.58M	-10.65K	-6.63%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-7.03K	-100.00%
Jun 30, 2026	GTS SECURITIES LLC	0%	0	-	-15.49K	-100.00%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	38	1.67K	38	+100.00%
Jun 30, 2026	CAITLIN JOHN, LLC	0%	65	2.85K	0	0
Jun 30, 2026	NVWM, LLC	0%	100	4.39K	0	0
Jun 30, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	115	5.04K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.06%	2.17K	95.39K	2.17K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	9.22%	317.12K	13.91M	8.19K	+2.65%
Jun 30, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.19%	6.64K	291.16K	35	+0.53%
Jun 30, 2026	CENTRIC WEALTH MANAGEMENT	0.21%	7.17K	301.61K	0	0
Jun 30, 2026	CAPROCK GROUP, LLC	0.22%	7.5K	328.88K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.22%	7.64K	335.22K	-479	-5.90%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.26%	8.94K	391.89K	8.94K	+100.00%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.26%	9.04K	396.5K	159	+1.79%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.59%	20.36K	892.87K	10.13K	+99.00%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.78%	26.91K	1.18M	2.01K	+8.06%
Jun 30, 2026	OPTIVISE ADVISORY SERVICES LLC	0.88%	30.16K	1.32M	30.16K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.96%	32.93K	1.44M	-5.16K	-13.54%
Jun 30, 2026	NIA IMPACT ADVISORS, LLC	1.16%	40.09K	1.76M	0	0
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	1.27%	43.71K	1.92M	143	+0.33%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.41%	48.58K	2.13M	-49.13K	-50.28%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.82%	62.48K	2.74M	4.76K	+8.25%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.14%	108.07K	4.74M	-930	-0.85%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-865	-100.00%
Mar 31, 2026	CENTRIC WEALTH MANAGEMENT	0.21%	7.17K	301.61K	-442	-5.81%
Mar 31, 2026	CAPROCK GROUP, LLC	0.22%	7.5K	286.28K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.57%	19.53K	745.53K	-3	-0.02%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.42K	-100.00%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-259	-100.00%
Mar 31, 2026	NVWM, LLC	0%	100	3.82K	0	0
Mar 31, 2026	TRADEWINDS CAPITAL MANAGEMENT, LLC	0%	115	4.39K	115	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0%	0	-	-29.34K	-100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-36.68K	-100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	0	-	-163	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-55	-100.00%
Mar 31, 2026	CLAYTON FINANCIAL GROUP LLC	0%	100	3.82K	0	0
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0%	0	-	-6.75K	-100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.24%	8.12K	310.07K	-27.34K	-77.09%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.26%	8.88K	339.07K	672	+8.18%
Mar 31, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.3%	10.23K	390.56K	10.23K	+100.00%
Mar 31, 2026	CAITLIN JOHN, LLC	0%	65	2.48K	0	0
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	1.27%	43.57K	1.66M	4.67K	+11.99%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	1.68%	57.72K	2.29M	2.23K	+4.02%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.84%	97.72K	3.73M	97.72K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.17%	109K	4.16M	-81.72K	-42.85%
Mar 31, 2026	COMPREHENSIVE WEALTH MANAGEMENT, LLC	4.67%	160.69K	6.13M	107.22K	+200.51%
Mar 31, 2026	NIA IMPACT ADVISORS, LLC	1.16%	40.09K	1.53M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	8.98%	308.93K	11.79M	-6.48K	-2.05%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	0	-	-125	-100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.16%	5.6K	213.71K	0	0
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.19%	6.61K	252.11K	6.61K	+100.00%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.61%	20.98K	800.86K	-107	-0.51%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	0	-	-931	-100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.2%	7.03K	268.3K	7.03K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.41%	14K	534.47K	8K	+133.09%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.43%	14.89K	568.28K	-1.41K	-8.65%
Mar 31, 2026	GTS SECURITIES LLC	0.45%	15.49K	591.14K	15.49K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.72%	24.9K	950.34K	1.16K	+4.88%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	38.09K	1.45M	-1.2K	-3.05%
Dec 31, 2025	NIA IMPACT ADVISORS, LLC	1.18%	40.09K	1.59M	-3.48K	-7.98%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	1.42K	56.48K	1.42K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	55	2K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	9.27%	315.41K	12.52M	57.06K	+22.09%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	5.52%	190.72K	7.57M	-395	-0.21%
Dec 31, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.68%	53.47K	2.12M	8.78K	+19.63%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	35.46K	1.41M	-9.1K	-20.42%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	6.75K	267.94K	253	+3.89%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	865	34.35K	865	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	259	10.28K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	163	6.47K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	125	4.96K	0	0
Dec 31, 2025	CLAYTON FINANCIAL GROUP LLC	0%	100	3.97K	0	0
Dec 31, 2025	NVWM, LLC	0%	100	3.97K	0	0
Dec 31, 2025	CAITLIN JOHN, LLC	0%	65	2.58K	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-4.84K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-25.79K	-100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	1.61%	55.49K	2.2M	-342	-0.61%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.08%	36.68K	1.46M	36.68K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.92%	29.34K	1.16M	12.44K	+73.59%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.62%	21.09K	837.21K	5.03K	+31.34%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.61%	19.54K	775.53K	1.34K	+7.37%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.48%	16.3K	646.99K	-4.6K	-22.00%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.26%	8.21K	325.97K	8.21K	+100.00%
Dec 31, 2025	CAPROCK GROUP, LLC	0.24%	7.5K	297.75K	0	0
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-11.66K	-100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.24%	39.29K	1.56M	2.74K	+7.49%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	1.22%	38.9K	1.54M	262	+0.68%
Dec 31, 2025	CENTRIC WEALTH MANAGEMENT	0.22%	7.61K	306.01K	-1.02K	-11.78%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.03%	931	36.96K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.19%	6.01K	238.5K	6.01K	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.18%	5.6K	222.28K	1.55K	+38.35%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.75%	23.74K	942.47K	5.52K	+30.28%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.43%	44.56K	1.84M	-4.59K	-9.34%
Sep 30, 2025	CLAYTON FINANCIAL GROUP LLC	0%	100	4.27K	100	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.79%	55.83K	2.38M	4.58K	+8.94%
Sep 30, 2025	NIA IMPACT ADVISORS, LLC	1.39%	43.56K	1.86M	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	259	11.05K	0	0
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.58%	18.19K	776.15K	3.02K	+19.92%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.58%	18.22K	777.35K	8.33K	+84.17%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	0	-	-100	-100.00%
Sep 30, 2025	CAITLIN JOHN, LLC	0%	65	2.77K	65	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	4.05K	172.65K	-353	-8.02%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	931	39.72K	931	+100.00%
Sep 30, 2025	NEW CENTURY FINANCIAL GROUP, LLC	0.58%	18.1K	772.1K	-36.08K	-66.60%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.83%	25.79K	1.1M	25.79K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	125	5.33K	0	0
Sep 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.43%	44.7K	1.91M	16.39K	+57.89%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.51%	16.06K	684.97K	1.14K	+7.61%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.37%	11.66K	497.59K	11.66K	+100.00%
Sep 30, 2025	CENTRIC WEALTH MANAGEMENT	0.28%	8.63K	375.62K	-183	-2.08%
Sep 30, 2025	CAPROCK GROUP, LLC	0.24%	7.5K	309.96K	7.5K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	36.55K	1.56M	-5.66K	-13.40%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	1.24%	38.64K	1.65M	1.53K	+4.12%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.11%	191.12K	8.15M	-1.6K	-0.83%
Sep 30, 2025	LPL FINANCIAL LLC	8.27%	258.35K	11.02M	266	+0.10%
Sep 30, 2025	NVWM, LLC	0%	100	4.27K	100	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	163	6.95K	163	+100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.15%	4.84K	206.43K	4.84K	+100.00%
Sep 30, 2025	TRANSCE3ND, LLC	0%	0	-	-123	-100.00%
Sep 30, 2025	ARK & TLK INVESTMENTS, LLC	0%	0	-	-5.03K	-100.00%
Sep 30, 2025	GTS SECURITIES LLC	0%	0	-	-17.34K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-81	-100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	55	2K	-119	-68.39%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.21%	6.5K	277.11K	886	+15.79%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.54%	16.9K	721.13K	16.9K	+100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-252	-100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.67%	20.89K	891.34K	693	+3.43%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.49%	14.92K	595.55K	239	+1.63%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.5%	15.17K	605.56K	-486	-3.10%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	125	4.99K	0	0
Jun 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.93%	28.31K	1.13M	14.66K	+107.36%
Jun 30, 2025	NEW CENTURY FINANCIAL GROUP, LLC	1.78%	54.18K	2.16M	26.59K	+96.39%
Jun 30, 2025	LPL FINANCIAL LLC	8.48%	258.08K	10.3M	113.95K	+79.06%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-10.05K	-100.00%
Jun 30, 2025	GTS SECURITIES LLC	0.57%	17.34K	692.03K	17.34K	+100.00%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	1.22%	37.11K	1.48M	-714	-1.89%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.39%	42.21K	1.69M	-3.73K	-8.12%
Jun 30, 2025	TRANSCE3ND, LLC	0%	123	4.91K	-15	-10.87%
Jun 30, 2025	MORGAN STANLEY	0.01%	227	9.06M	227	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-24.36K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.62%	49.15K	1.96M	819	+1.69%
Jun 30, 2025	NIA IMPACT ADVISORS, LLC	1.43%	43.56K	1.74M	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.69%	51.25K	2.05M	-6.52K	-11.29%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	81	3.23K	81	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	100	3.99K	100	+100.00%
Jun 30, 2025		0%	123	4.91K	-15	-10.87%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	259	10.34K	0	0
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	5.61K	223.9K	5.61K	+100.00%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.33%	9.89K	394.89K	-321	-3.14%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.15%	4.4K	175.62K	99	+2.30%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.66%	20.2K	806.27K	-1.63K	-7.46%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.76%	23.28K	928.97K	465	+2.04%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-6.74K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.03K	-100.00%
Jun 30, 2025	ARK & TLK INVESTMENTS, LLC	0.17%	5.03K	200.88K	5.03K	+100.00%
Jun 30, 2025	CENTRIC WEALTH MANAGEMENT	0.29%	8.81K	359.68K	17	+0.19%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.33%	192.71K	7.69M	-35.97K	-15.73%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	174	7K	0	0
Jun 30, 2025	UBS GROUP AG	0.01%	252	10.06K	252	+100.00%
Mar 31, 2023	ROYAL BANK OF CANADA	0.02%	200	6K	0	0
Mar 31, 2023	UBS GROUP AG	0.01%	123	3.72K	-1.88K	-93.85%
Mar 31, 2023	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.01%	75	2.26K	75	+100.00%
Mar 31, 2023	MONEY CONCEPTS CAPITAL CORP	0%	0	-	-400	-100.00%
Mar 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	0	0
Mar 31, 2023	BLACKROCK INC.	0%	0	-	-114	-100.00%
Mar 31, 2023	NIA IMPACT ADVISORS, LLC	4.01%	43.56K	1.32M	0	0
Mar 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.09%	22.71K	686K	0	0
Mar 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.49%	16.15K	487.76K	2.05K	+14.52%
Mar 31, 2023	LPL FINANCIAL LLC	1.16%	12.59K	380.28K	1.62K	+14.72%
Mar 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	150	4.55K	-3	-1.96%

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