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

Who are the major shareholders selling iShares BB Rated Corporate Bond ETF stock?

HARBOUR INVESTMENTS, INC., in the last quarter, reduced its stake in HYBB by -14.57% restricting it's holding to 598 shares of worth nearly $27.97K. ENVESTNET ASSET MANAGEMENT INC also lessened -59.02% of the HYBB shares from its portfolio, reducing its holding to 11.76 thousand shares of worth $549.77K. BENJAMIN EDWARDS INC also shunned HYBB shares holding by -98.38% last quarter which brought its holding to 12.86 thousand shares worth $601.20K.

Investors who are buying HYBB stock?

As per its latest 13F filing, IFP ADVISORS, INC increased its stake in HYBB by 1.17% in the last quarter. The institutional holder raised its holding to 1.12 thousand shares having worth more than $52.48K. MONEY CONCEPTS CAPITAL CORP also added 100% more shares of HYBB to its portfolio, raising its holding to 4.35 thousand shares of worth $203.33K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also increased its HYBB shares holding by 13.23% which brought its holding to 5.24 thousand shares worth $245.00K.

HYBB's major insiders: who are they?

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

Did an insider recently sell HYBB stock?

Company executives, directors, and other insiders own N/A percent of iShares BB Rated Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which HYBB insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HYBB stock?

There have been 0 transaction(s) during the past 6-months in which iShares BB Rated Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of HYBB does insiders own?

Around 0 iShares BB Rated Corporate Bond ETF shares are held by insiders, which represents about N/A of HYBB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HYBB?

NORTH STAR INVESTMENT MANAGEMENT CORP. is the largest institutional owner in HYBB which holds 554 shares worth $25.91K or 0.01% of the total HYBB shares outstanding followed by HARBOUR INVESTMENTS, INC. with ownership of 598 shares representing 0.01% of the HYBB ownership. IFP ADVISORS, INC is the third largest stakeholder with 1.12 thousand shares or 0.01% of the ownership worth more than $52.48K.

Is iShares BB Rated Corporate Bond 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 HYBB is concerned, it is a stock which is optionable.

Is there a short position on HYBB's shares?

Number of HYBB 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 HYBB shares are there?

As of today, null shares of HYBB are outstanding.

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

HYBB 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 HYBB is null.

iShares BB Rated Corporate Bond ETF (HYBB) 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. NORTH STAR INVESTMENT MANAGEMENT CORP. is the top corporate investor, holding 554 shares valued at $25.91K. A 0.01% stake in iShares BB Rated Corporate Bond ETF is owned by the company. HARBOUR INVESTMENTS, INC. owns 598 shares valued at $27.97K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	25.91K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	598	27.97K	-102	-14.57%
Jun 30, 2026	IFP ADVISORS, INC	0.01%	1.12K	52.48K	13	+1.17%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.05%	4.35K	203.33K	4.35K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	5.24K	245K	612	+13.23%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.13%	11.76K	549.77K	-16.93K	-59.02%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.14%	12.86K	601.2K	-778.33K	-98.38%
Jun 30, 2026	RMR CAPITAL MANAGEMENT, LLC	0.2%	18.89K	883.5K	125	+0.67%
Jun 30, 2026	MORGAN STANLEY	3.09%	287.23K	13.43M	0	0
Jun 30, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	4.01%	373.32K	17.46M	29	+0.01%
Jun 30, 2026	ANDINA CAPITAL MANAGEMENT, LLC	0%	0	-	-20.25K	-100.00%
Jun 30, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.09%	8.6K	402.22K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	500	23.39K	500	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0%	450	21.05K	450	+100.00%
Jun 30, 2026	1620 INVESTMENT ADVISORS, INC.	0%	450	21.05K	0	0
Jun 30, 2026	VALMARK ADVISERS, INC.	19.15%	1.78M	83.31M	249.62K	+16.30%
Jun 30, 2026	VICTORY CAPITAL MANAGEMENT INC	2.11%	196.5K	9.19M	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.74%	68.81K	3.22M	-1.1K	-1.57%
Jun 30, 2026	LPL FINANCIAL LLC	0.64%	59.7K	2.79M	-6.11K	-9.28%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.45%	41.47K	1.94M	-1.15M	-96.51%
Jun 30, 2026	NOTTINGHAM ADVISORS, INC.	0.43%	40.29K	1.88M	1.44K	+3.70%
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.12%	11.12K	520.27K	724	+6.96%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.04%	3.44K	160.92K	3.44K	+100.00%
Jun 30, 2026	KERR FINANCIAL PLANNING CORP	0%	265	12.39K	2	+0.76%
Jun 30, 2026	ZUCKERMAN INVESTMENT GROUP, LLC	0.5%	46.13K	2.16M	29.05K	+170.05%
Jun 30, 2026	FIFTH THIRD BANCORP	0%	0	-	-12.01K	-100.00%
Jun 30, 2026	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0%	4	187	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-4.51K	-100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.01%	511	23.9K	0	0
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.06%	5.35K	250.22K	0	0
Jun 30, 2026	KEELER THOMAS MANAGEMENT LLC	0.06%	5.45K	254.66K	5.45K	+100.00%
Jun 30, 2026	IFS GROUP,LLC	0.06%	5.45K	254.96K	1K	+22.49%
Jun 30, 2026	REICON WEALTH ADVISORS, LLC	0.08%	7.73K	361.72K	2.04K	+35.73%
Jun 30, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	27.4%	2.55M	119.17M	423.53K	+19.94%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.07%	6.61K	309.01K	395	+6.36%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-121	-100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.06%	5.29K	247.49K	1.28K	+31.79%
Jun 30, 2026	FIRST PACIFIC ADVISORS, LP	0.04%	3.73K	174.31K	3.59K	+2,524.65%
Jun 30, 2026		0%	265	12.39K	2	+0.76%
Jun 30, 2026	ROYAL BANK OF CANADA	0%	191	9K	-1.26K	-86.86%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	411	19.22K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	42	1.96K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	20	935	20	+100.00%
Jun 30, 2026	UBS GROUP AG	0%	18	842	18	+100.00%
Jun 30, 2026	FMR LLC	0%	0	-	-102	-100.00%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0%	0	-	-268	-100.00%
Jun 30, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0%	0	-	-350.42K	-100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0%	0	-	-8.91K	-100.00%
Jun 30, 2026	VISIONARY WEALTH ADVISORS	0%	0	-	-28.38K	-100.00%
Jun 30, 2026	HEGARTY ADVISORS, LLC	0.12%	10.91K	510.23K	1.08K	+10.99%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.38%	34.96K	1.64M	76	+0.22%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.33%	30.32K	1.42M	-2.49K	-7.59%
Jun 30, 2026	ARROWROOT FAMILY OFFICE, LLC	0.32%	29.53K	1.38M	1.48K	+5.27%
Jun 30, 2026	WFA OF SAN DIEGO, LLC	0.31%	28.51K	1.33M	2.39K	+9.13%
Jun 30, 2026	JANE STREET GROUP, LLC	0.24%	21.9K	1.02M	-2.54K	-10.38%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.23%	21.06K	984.81K	1.93K	+10.09%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.13%	12.47K	583.18K	927	+8.03%
Jun 30, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.08%	7.61K	355.69K	115	+1.54%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.07%	6.78K	317.29K	-2.25K	-24.89%
Mar 31, 2026	ARROWROOT FAMILY OFFICE, LLC	0.46%	28.05K	1.3M	5.29K	+23.26%
Mar 31, 2026	ANDINA CAPITAL MANAGEMENT, LLC	0.33%	20.25K	941.56K	-6.09K	-23.12%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.32%	19.13K	889.18K	1.12K	+6.21%
Mar 31, 2026	RMR CAPITAL MANAGEMENT, LLC	0.31%	18.77K	872.42K	-1.3K	-6.48%
Mar 31, 2026	ZUCKERMAN INVESTMENT GROUP, LLC	0.28%	17.08K	794.13K	-71	-0.41%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	8.91K	414.04K	-53.82K	-85.80%
Mar 31, 2026	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.14%	8.6K	399.81K	0	0
Mar 31, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.12%	7.49K	348.21K	-2K	-21.07%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	25.76K	0	0
Mar 31, 2026	MORGAN STANLEY	4.74%	287.23K	13.35M	-151.82K	-34.58%
Mar 31, 2026	VICTORY CAPITAL MANAGEMENT INC	3.24%	196.5K	9.14M	-132.5K	-40.27%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.19%	11.54K	536.59K	105	+0.92%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.17%	10.4K	483.5K	-2.27K	-17.92%
Mar 31, 2026	CITADEL ADVISORS LLC	0.15%	9.34K	434.17K	9.34K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.15%	9.03K	418.95K	-5.2K	-36.55%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	511	23.76K	0	0
Mar 31, 2026	BANK JULIUS BAER & CO. LTD, ZURICH	6.15%	373.29K	17.35M	1.26K	+0.34%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	5.78%	350.42K	16.29M	-83.08K	-19.17%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.15%	69.91K	3.25M	-16.92K	-19.48%
Mar 31, 2026	LPL FINANCIAL LLC	1.08%	65.8K	3.06M	17.2K	+35.40%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	28.69K	1.33M	-100.05K	-77.72%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	4.51K	209.58K	-329	-6.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	4.01K	186.63K	23	+0.58%
Mar 31, 2026	ROYAL BANK OF CANADA	0.02%	1.45K	68K	1.26K	+661.26%
Mar 31, 2026	IFP ADVISORS, INC	0.02%	1.11K	51.56K	-992	-47.22%
Mar 31, 2026	1620 INVESTMENT ADVISORS, INC.	0.01%	450	20.92K	-150	-25.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.01%	700	32.54K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	4.63K	215K	4.63K	+100.00%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.09%	5.35K	248.72K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	5.5K	255.79K	-291	-5.02%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	6.21K	288.8K	6.21K	+100.00%
Mar 31, 2026	HERITAGE FAMILY OFFICES, LLP	0%	0	-	-17.43K	-100.00%
Mar 31, 2026	COMMONS CAPITAL, LLC	0%	0	-	-12.42K	-100.00%
Mar 31, 2026	ZHANG FINANCIAL LLC	0%	0	-	-5.61K	-100.00%
Mar 31, 2026	MARINER, LLC	0%	0	-	-9.34K	-100.00%
Mar 31, 2026	LAFFER TENGLER INVESTMENTS	0%	0	-	-24.24K	-100.00%
Mar 31, 2026	NBC SECURITIES, INC.	0%	0	-	-1.38K	-100.00%
Mar 31, 2026	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0%	4	186	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	121	5.63K	-16	-11.68%
Mar 31, 2026	FIFTH THIRD BANCORP	0.2%	12.01K	558.21K	12.01K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.4%	24.44K	1.14M	-14.93K	-37.92%
Mar 31, 2026	WFA OF SAN DIEGO, LLC	0.43%	26.13K	1.21M	1.8K	+7.40%
Mar 31, 2026	VISIONARY WEALTH ADVISORS	0.47%	28.38K	1.32M	-183	-0.64%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.54%	32.81K	1.53M	5.44K	+19.86%
Mar 31, 2026	NOTTINGHAM ADVISORS, INC.	0.64%	38.85K	1.81M	4.79K	+14.07%
Mar 31, 2026	BENJAMIN EDWARDS INC	13.04%	791.18K	36.78M	-290.08K	-26.83%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.58%	34.89K	1.62M	15.17K	+76.97%
Mar 31, 2026	STIFEL FINANCIAL CORP	19.61%	1.19M	55.29M	-226.94K	-16.02%
Mar 31, 2026	VALMARK ADVISERS, INC.	25.25%	1.53M	71.2M	75.45K	+5.18%
Mar 31, 2026	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	35.03%	2.12M	98.77M	-19.57K	-0.91%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	42	1.95K	42	+100.00%
Mar 31, 2026	FMR LLC	0%	102	4.74K	0	0
Mar 31, 2026	FIRST PACIFIC ADVISORS, LP	0%	142	6.6K	-144	-50.35%
Mar 31, 2026		0%	263	12.28K	5	+1.94%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	268	12.45K	3	+1.13%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	411	19.11K	0	0
Mar 31, 2026	CWM, LLC	0.01%	436	20.27K	-456	-51.12%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.33%	19.71K	929.07K	3.09K	+18.57%
Dec 31, 2025	VISIONARY WEALTH ADVISORS	0.47%	28.56K	1.35M	12.73K	+80.37%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.03%	62.73K	2.96M	-7.68K	-10.91%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.16%	9.49K	447.26K	0	0
Dec 31, 2025	VALMARK ADVISERS, INC.	24.01%	1.46M	68.63M	1.46M	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.23%	14.24K	670.9K	-800	-5.32%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	26.11K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	511	24.08K	12	+2.40%
Dec 31, 2025	MARINER, LLC	0.15%	9.34K	440.05K	4.44K	+90.55%
Dec 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.14%	8.6K	405.32K	0	0
Dec 31, 2025		0.11%	6.76K	318.65K	6.76K	+100.00%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	5.79K	273.02K	5.79K	+100.00%
Dec 31, 2025	ZHANG FINANCIAL LLC	0.09%	5.61K	264.21K	-850	-13.17%
Dec 31, 2025	NOTTINGHAM ADVISORS, INC.	0.56%	34.06K	1.61M	-3K	-8.11%
Dec 31, 2025	JANE STREET GROUP, LLC	0.65%	39.37K	1.86M	34.96K	+793.44%
Dec 31, 2025	LPL FINANCIAL LLC	0.8%	48.6K	2.29M	10.73K	+28.32%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.43%	86.82K	4.09M	3.6K	+4.32%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.12%	128.74K	6.07M	-6.36K	-4.71%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	5.42%	329K	15.51M	-7.5K	-2.23%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	4.84K	227.97K	4.84K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	3.99K	188.2K	440	+12.39%
Dec 31, 2025	FIRST PACIFIC ADVISORS, LP	0%	286	13.48K	286	+100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.09%	5.35K	252.15K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	411	19.37K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	500	23.57K	0	0
Dec 31, 2025	1620 INVESTMENT ADVISORS, INC.	0.01%	600	28.28K	-130	-17.81%
Dec 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	35.35%	2.14M	101.05M	2.14M	+100.00%
Dec 31, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0%	4	189	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	137	6.46K	29	+26.85%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	265	12.5K	5	+1.92%
Dec 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0%	0	-	-38.57K	-100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-4.99K	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-465	-100.00%
Dec 31, 2025	COMERICA BANK	0.19%	11.43K	538.84K	5.17K	+82.64%
Dec 31, 2025	COMMONS CAPITAL, LLC	0.2%	12.42K	585.35K	12.42K	+100.00%
Dec 31, 2025	HERITAGE FAMILY OFFICES, LLP	0.29%	17.43K	821.43K	31	+0.18%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.3%	18.01K	848.69K	-979	-5.16%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.21%	12.67K	597.14K	0	0
Dec 31, 2025	RMR CAPITAL MANAGEMENT, LLC	0.33%	20.07K	945.67K	-7.07K	-26.04%
Dec 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.43%	26.35K	1.24M	1.8K	+7.35%
Dec 31, 2025	LAFFER TENGLER INVESTMENTS	0.4%	24.24K	1.14M	-140	-0.57%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.45%	27.37K	1.29M	-17.02K	-38.34%
Dec 31, 2025	MORGAN STANLEY	7.24%	439.05K	20.69M	-106.21K	-19.48%
Dec 31, 2025	BENJAMIN EDWARDS INC	17.83%	1.08M	50.96M	349.98K	+47.86%
Dec 31, 2025	ARROWROOT FAMILY OFFICE, LLC	0.38%	22.76K	1.07M	6.24K	+37.80%
Dec 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.28%	17.15K	808.41K	298	+1.77%
Dec 31, 2025	WFA OF SAN DIEGO, LLC	0.4%	24.33K	1.15M	2.31K	+10.49%
Dec 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	6.13%	372.03K	17.53M	14.58K	+4.08%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	7.15%	433.51K	20.43M	162.68K	+60.07%
Dec 31, 2025	STIFEL FINANCIAL CORP	23.35%	1.42M	66.75M	435.9K	+44.46%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-113	-100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	191	9K	-76	-28.46%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	700	32.99K	0	0
Dec 31, 2025	CWM, LLC	0.01%	892	42K	278	+45.28%
Dec 31, 2025	NBC SECURITIES, INC.	0.02%	1.38K	65.13K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.03%	2.1K	99.02K	803	+61.86%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	11.44K	539.03K	31	+0.27%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	108	5.11K	-598	-84.70%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.16%	70.41K	3.33M	-5.1K	-6.75%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.28%	16.86K	797.41K	429	+2.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.27%	16.63K	786.53K	13.23K	+390.12%
Sep 30, 2025	VISIONARY WEALTH ADVISORS	0.26%	15.83K	749.12K	15.83K	+100.00%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.16%	9.49K	448.97K	0	0
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	0	-	-4.44K	-100.00%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-4.27K	-100.00%
Sep 30, 2025	ALASKA PERMANENT FUND CORP	0%	0	-	-550K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-198	-100.00%
Sep 30, 2025	SWMG, LLC	0%	0	-	-9.6K	-100.00%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-320	-100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.73%	44.39K	2.09M	33.42K	+304.63%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.37%	83.23K	3.94M	23.35K	+38.99%
Sep 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.63%	38.57K	1.83M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.62%	37.87K	1.79M	8.62K	+29.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	267	13K	-916	-77.43%
Sep 30, 2025	STIFEL FINANCIAL CORP	16.09%	980.39K	46.38M	610.35K	+164.94%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.22%	135.1K	6.39M	15.56K	+13.01%
Sep 30, 2025	NOTTINGHAM ADVISORS, INC.	0.61%	37.06K	1.75M	518	+1.42%
Sep 30, 2025	RMR CAPITAL MANAGEMENT, LLC	0.45%	27.13K	1.28M	9.01K	+49.72%
Sep 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.4%	24.54K	1.16M	-2.86K	-10.45%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0.4%	24.38K	1.15M	4.39K	+21.95%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.31%	18.99K	896.16K	2.32K	+13.92%
Sep 30, 2025	HERITAGE FAMILY OFFICES, LLP	0.29%	17.4K	823.1K	2.14K	+14.06%
Sep 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.27%	16.52K	781.31K	-848	-4.88%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.25%	15.04K	711.31K	-2.46K	-14.04%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.21%	12.67K	599.42K	31	+0.25%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	11.41K	539.62K	429	+3.91%
Sep 30, 2025	BENJAMIN EDWARDS INC	12%	731.28K	34.6M	422.35K	+136.72%
Sep 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	5.87%	357.45K	16.91M	12.56K	+3.64%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	5.52%	336.5K	15.92M	14.5K	+4.50%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	4.44%	270.83K	12.81M	191K	+239.27%
Sep 30, 2025	ZHANG FINANCIAL LLC	0.11%	6.46K	305.43K	2.14K	+49.65%
Sep 30, 2025	COMERICA BANK	0.1%	6.26K	296.16K	6.26K	+100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.09%	5.35K	253.11K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	4.99K	236K	4.99K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.02%	1.3K	61.41K	298	+29.80%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	499	23.61K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	411	19.44K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	465	22K	0	0
Sep 30, 2025		0%	256	12.01K	256	+100.00%
Sep 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.14%	8.6K	406.87K	0	0
Sep 30, 2025	MARINER, LLC	0.08%	4.9K	231.82K	91	+1.89%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	4.41K	208.45K	4.41K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.55K	167.65K	-60	-1.66%
Sep 30, 2025	NBC SECURITIES, INC.	0.02%	1.38K	65.38K	0	0
Sep 30, 2025	1620 INVESTMENT ADVISORS, INC.	0.01%	730	34.54K	730	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	260	12.32K	1	+0.39%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	113	5.34K	113	+100.00%
Sep 30, 2025	FMR LLC	0%	14	662	0	0
Sep 30, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0%	4	189	0	0
Sep 30, 2025	HM PAYSON & CO	0%	0	-	-19.44K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	700	33.12K	0	0
Sep 30, 2025	CWM, LLC	0.01%	614	29K	166	+37.05%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	26.21K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	500	23.66K	500	+100.00%
Sep 30, 2025	MORGAN STANLEY	8.95%	545.26K	25.8M	544.86K	+136,899.00%
Sep 30, 2025	ANCORA ADVISORS, LLC	0%	0	-	-438	-100.00%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.27%	16.67K	780.32K	1.52K	+10.03%
Jun 30, 2025	ARROWROOT FAMILY OFFICE, LLC	0.29%	17.36K	816.07K	17.36K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.48%	29.26K	1.38M	-1.08K	-3.56%
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0.33%	19.92K	936.33K	19.92K	+100.00%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.16%	9.49K	446.03K	-2K	-17.41%
Jun 30, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	5.66%	344.9K	16.21M	97.44K	+39.38%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.01%	438	20.59K	0	0
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	26.04K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.02%	1K	47K	-1.5K	-60.00%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.02%	1K	47K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	1.18K	56K	916	+343.07%
Jun 30, 2025	ZHANG FINANCIAL LLC	0.07%	4.31K	202.76K	4.31K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	4.44K	208.64K	-7.52K	-62.87%
Jun 30, 2025	NOTTINGHAM ADVISORS, INC.	0.6%	36.54K	1.72M	1.37K	+3.89%
Jun 30, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.63%	38.57K	1.81M	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.98%	59.88K	2.81M	-8.98K	-13.04%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.31%	79.83K	3.75M	-673.02K	-89.40%
Jun 30, 2025	BENJAMIN EDWARDS INC	5.07%	308.93K	14.52M	-1.51M	-83.04%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	5.29%	322K	15.13M	500	+0.16%
Jun 30, 2025	STIFEL FINANCIAL CORP	6.08%	370.04K	17.39M	-1.92M	-83.84%
Jun 30, 2025	CWM, LLC	0.01%	448	21K	6	+1.36%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	465	21.86K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	499	23.45K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	700	32.9K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.01%	706	33.18K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	1.38K	64K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	3.61K	169.83K	172	+5.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.24%	75.51K	3.55M	-6.66K	-8.10%
Jun 30, 2025	HM PAYSON & CO	0.32%	19.44K	913.45K	-22.77K	-53.95%
Jun 30, 2025	LEGACY INVESTMENT SOLUTIONS, LLC	0.01%	320	15.04K	320	+100.00%
Jun 30, 2025	RMR CAPITAL MANAGEMENT, LLC	0.3%	18.12K	851.69K	495	+2.81%
Jun 30, 2025	MORGAN STANLEY	0.01%	398	18.74M	109	+37.72%
Jun 30, 2025	ALASKA PERMANENT FUND CORP	9.03%	550K	25.73M	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0%	259	12.17K	259	+100.00%
Jun 30, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.14%	8.6K	404.2K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.29%	17.49K	822.09K	-3.66K	-17.29%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	411	19.32K	0	0
Jun 30, 2025	SWMG, LLC	0.16%	9.6K	449.76K	-1.83K	-16.03%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.18%	10.97K	515.61K	41	+0.38%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0.33%	19.99K	939.58K	-21	-0.10%
Jun 30, 2025	ANDINA CAPITAL MANAGEMENT, LLC	0.45%	27.41K	1.29M	-25.11K	-47.81%
Jun 30, 2025		0.01%	320	15.04K	0	0
Jun 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.27%	16.43K	772.03K	1.22K	+8.02%
Jun 30, 2025	UBS GROUP AG	0%	198	9.31K	-668	-77.14%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	3.39K	159.42K	369	+12.21%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.07%	4.27K	200.83K	-37.09K	-89.67%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.21%	12.64K	590.71K	0	0
Jun 30, 2025	MARINER, LLC	0.08%	4.81K	226.02K	-223	-4.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.96%	119.54K	5.62M	-17.85K	-12.99%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.01%	320	15.04K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.09%	5.35K	251.45K	5.35K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	10.98K	515.92K	10.98K	+100.00%
Jun 30, 2025	HERITAGE FAMILY OFFICES, LLP	0.25%	15.25K	705.35K	22	+0.14%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.02%	700	32.35K	0	0
Mar 31, 2025		0.01%	320	14.79K	-23	-6.71%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.01%	438	20.24K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.02%	706	32.62K	441	+166.42%
Mar 31, 2025	UBS GROUP AG	0.02%	866	40.02K	866	+100.00%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.02%	1K	46.21K	0	0
Mar 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.26%	11.49K	530.95K	0	0
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	11.95K	552.39K	-1.83K	-13.27%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	465	21.39K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	499	23.06K	0	0
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.01%	554	25.6K	554	+100.00%
Mar 31, 2025	NBC SECURITIES, INC.	0.03%	1.38K	63	1.38K	+138,100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.06%	2.5K	115.53K	-1K	-28.57%
Mar 31, 2025	MARINER, LLC	0.11%	5.03K	232.53K	0	0
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	7.92K	366.27K	-54	-0.68%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.21%	9.1K	420.6K	4.55K	+100.00%
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.29%	12.64K	568.33K	720	+6.04%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.34%	15.15K	697.97K	-9.1K	-37.52%
Mar 31, 2025	HERITAGE FAMILY OFFICES, LLP	0.34%	15.23K	703.87K	4.5K	+41.94%
Mar 31, 2025	COMERICA BANK	0.36%	16.02K	740.47K	-1.32K	-7.61%
Mar 31, 2025	RMR CAPITAL MANAGEMENT, LLC	0.4%	17.63K	814.5K	0	0
Mar 31, 2025	LAFFER TENGLER INVESTMENTS	0.45%	20.01K	924.76K	6.53K	+48.47%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.48%	21.15K	975.22K	-2.6K	-10.96%
Mar 31, 2025	LPL FINANCIAL LLC	0.68%	30.34K	1.4M	1.66K	+5.77%
Mar 31, 2025	NOTTINGHAM ADVISORS, INC.	0.79%	35.17K	1.63M	-130	-0.37%
Mar 31, 2025	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.87%	38.57K	1.78M	-5.15K	-11.78%
Mar 31, 2025	HM PAYSON & CO	0.95%	42.21K	1.95M	0	0
Mar 31, 2025	VISIONARY WEALTH ADVISORS	0.99%	43.81K	2.02M	-1.32K	-2.92%
Mar 31, 2025	ANDINA CAPITAL MANAGEMENT, LLC	1.19%	52.51K	2.43M	-1.04K	-1.94%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.55%	68.86K	3.18M	16.16K	+30.66%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.85%	82.17K	3.8M	52.89K	+180.62%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.1%	137.39K	6.35M	22.66K	+19.75%
Mar 31, 2025	BANK JULIUS BAER & CO. LTD, ZURICH	4.94%	218.95K	11.44M	2.65K	+1.22%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	16.99%	752.84K	34.79M	14.74K	+2.00%
Mar 31, 2025	BENJAMIN EDWARDS INC	41.1%	1.82M	84.16M	47.65K	+2.69%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	267	12K	-382	-58.86%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	3.02K	139.69K	790	+35.38%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	3.44K	158.97K	1.93K	+127.75%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	5K	231.05K	5K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.25%	10.93K	505.05K	4.17K	+61.72%
Mar 31, 2025	SWMG, LLC	0.26%	11.44K	527.06K	-13.62K	-54.35%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.93%	41.37K	1.91M	4.11K	+11.04%
Mar 31, 2025	STIFEL FINANCIAL CORP	51.67%	2.29M	105.8M	24.75K	+1.09%
Mar 31, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.34%	15.21K	702.71K	2	+0.01%
Mar 31, 2025	MORGAN STANLEY	0.01%	289	13.36K	-2	-0.69%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	7.25%	321.5K	14.86M	-9K	-2.72%
Mar 31, 2025	ALASKA PERMANENT FUND CORP	12.41%	550K	25.3M	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	411	18.99K	411	+100.00%
Mar 31, 2025	TOCQUEVILLE ASSET MANAGEMENT L.P.	0.19%	8.6K	397.41K	0	0
Mar 31, 2025	CWM, LLC	0.01%	442	20K	2	+0.45%

Frequently Asked Questions