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Most stock quote data provided by Financial Modeling Prep
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.
About N/A of shares are held by financial institutions. GTS FINANCIAL, LLC is the top corporate investor, holding 10.65K shares valued at $300.26K. A 0.91% stake in Innovator Intl Developed Power Buffer ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 12.67K shares valued at $385.77K, which translates its holding of 1.08% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | GTS FINANCIAL, LLC | 0.91% | 10.65K | 300.26K | 10.65K | +100.00% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 1.08% | 12.67K | 385.77K | -1.8K | -12.44% |
| Jun 30, 2026 | TRUIST FINANCIAL CORP | 1.61% | 18.97K | 577.39K | 4.52K | +31.25% |
| Jun 30, 2026 | PFS PARTNERS, LLC | 1.81% | 21.23K | 646.44K | 14.74K | +226.86% |
| Jun 30, 2026 | BEACON FINANCIAL ADVISORY LLC | 1.93% | 22.74K | 692.23K | 5.09K | +28.81% |
| Jun 30, 2026 | CAPTRUST FINANCIAL ADVISORS | 1.96% | 23K | 700.24K | 0 | 0 |
| Jun 30, 2026 | AMERICANA PARTNERS, LLC | 2.05% | 24.15K | 735.28K | -68.03K | -73.80% |
| Jun 30, 2026 | FIDUCIARY FINANCIAL GROUP, LLC | 2.08% | 24.47K | 745.05K | 1.92K | +8.51% |
| Jun 30, 2026 | DILIGENT INVESTORS, LLC | 2.25% | 26.48K | 806.28K | 2.2K | +9.06% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 5.94% | 69.81K | 2.13M | 3.88K | +5.89% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 5.98% | 70.34K | 2.14M | 136 | +0.19% |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 6.12% | 71.97K | 2.19M | -1.65K | -2.24% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 6.38% | 74.99K | 2.28M | 21.09K | +39.14% |
| Jun 30, 2026 | CORRADO ADVISORS, LLC | 7.31% | 85.87K | 2.61M | -1.5K | -1.72% |
| Jun 30, 2026 | CREATIVE PLANNING | 22.1% | 259.72K | 7.91M | -11.05K | -4.08% |
| Jun 30, 2026 | SAGEVIEW ADVISORY GROUP, LLC | 22.1% | 259.72K | 7.91M | -11.05K | -4.08% |
| Jun 30, 2026 | GRADIENT INVESTMENTS LLC | 71.59% | 841.47K | 25.62M | 841.47K | +100.00% |
| Jun 30, 2026 | BEACON POINTE ADVISORS, LLC | 6.64% | 78.03K | 2.38M | 2.19K | +2.88% |
| Jun 30, 2026 | TREK FINANCIAL, LLC | 0.86% | 10.05K | 306.06K | -597 | -5.61% |
| Jun 30, 2026 | ADVUS FINANCIAL PARTNERS, LLC | 1.49% | 17.56K | 534.46K | 1.65K | +10.37% |
| Jun 30, 2026 | OLD MISSION CAPITAL LLC | 1.08% | 12.72K | 387.29K | 12.72K | +100.00% |
| Jun 30, 2026 | BALLAST ROCK PRIVATE WEALTH LLC | 1.37% | 16.08K | 489.53K | 0 | 0 |
| Jun 30, 2026 | CORNERSTONE WEALTH GROUP, LLC | 1.4% | 16.5K | 502.43K | -1.95K | -10.57% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 1.42% | 16.74K | 509.77K | 5.71K | +51.74% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 2.82% | 33.1K | 1.01M | 5.74K | +20.99% |
| Jun 30, 2026 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 5.59% | 65.68K | 2M | 65.68K | +100.00% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 12.2% | 143.42K | 4.37M | 134.31K | +1,475.32% |
| Jun 30, 2026 | EVERGREEN WEALTH SOLUTIONS, LLC | 0.72% | 8.48K | 265.93K | 8.48K | +100.00% |
| Jun 30, 2026 | CERITY PARTNERS LLC | 3.6% | 42.28K | 1.29M | 9.47K | +28.85% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 4.3% | 50.51K | 1.54M | 23.56K | +87.41% |
| Jun 30, 2026 | MAI CAPITAL MANAGEMENT | 4.44% | 52.14K | 1.59M | 51.03K | +4,622.55% |
| Jun 30, 2026 | STRAIGHT PATH WEALTH MANAGEMENT | 1.16% | 13.58K | 413.38K | 0 | 0 |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.09% | 12.79K | 390.73K | 2.04K | +18.99% |
| Jun 30, 2026 | STONEBRIDGE FINANCIAL GROUP, LLC | 0.9% | 10.62K | 323.17K | 2.68K | +33.81% |
| Jun 30, 2026 | BCS WEALTH MANAGEMENT | 0.88% | 10.39K | 316.29K | 0 | 0 |
| Jun 30, 2026 | SYON CAPITAL LLC | 9.03% | 106.17K | 3.23M | 66.01K | +164.38% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.15% | 60.58K | 1.84M | 8.1K | +15.42% |
| Jun 30, 2026 | CORNERSTONE WEALTH, LLC/TN | 0.79% | 9.28K | 284.19K | 0 | 0 |
| Jun 30, 2026 | GILL CAPITAL PARTNERS, LLC | 1.38% | 16.17K | 492.2K | 1.12K | +7.42% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 8.69% | 102.1K | 3.11M | 4.07K | +4.15% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 5.05% | 59.33K | 1.81M | 36.57K | +160.68% |
| Jun 30, 2026 | COLONY GROUP, LLC | 4.59% | 54K | 1.64M | -1.9K | -3.40% |
| Jun 30, 2026 | PRIVATE CLIENT SERVICES, LLC | 4.13% | 48.59K | 1.48M | 48.59K | +100.00% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 3.2% | 37.58K | 1.14M | -8.97K | -19.27% |
| Jun 30, 2026 | OLD PORT ADVISORS | 1.49% | 17.46K | 531.57K | 17.46K | +100.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.44% | 16.91K | 515K | 685 | +4.22% |
| Jun 30, 2026 | LANTZ FINANCIAL LLC | 0.86% | 10.09K | 307.07K | -185 | -1.80% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.27% | 3.13K | 95.29K | 0 | 0 |
| Jun 30, 2026 | CORECAP ADVISORS, LLC | 0.28% | 3.3K | 100.47K | 3.3K | +100.00% |
| Jun 30, 2026 | DHJJ FINANCIAL ADVISORS, LTD. | 0.36% | 4.23K | 128.75K | 0 | 0 |
| Jun 30, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.38% | 4.5K | 137K | 3.4K | +309.09% |
| Jun 30, 2026 | ALLWORTH FINANCIAL LP | 0.56% | 6.55K | 199.51K | -28.1K | -81.09% |
| Jun 30, 2026 | BELPOINTE ASSET MANAGEMENT LLC | 0.59% | 6.94K | 211.41K | 6.94K | +100.00% |
| Jun 30, 2026 | BERGER FINANCIAL GROUP, INC | 0.6% | 7.09K | 215.89K | -3.58K | -33.52% |
| Jun 30, 2026 | D.B. ROOT & COMPANY, LLC | 0.64% | 7.54K | 229.56K | 361 | +5.03% |
| Jun 30, 2026 | WEALTH ALLIANCE | 0.68% | 7.96K | 242.25K | 0 | 0 |
| Jun 30, 2026 | PFG ADVISORS | 1.17% | 13.78K | 419.56K | -247 | -1.76% |
| Jun 30, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 1.19% | 14K | 426.23K | 14K | +100.00% |
| Jun 30, 2026 | IFP ADVISORS, INC | 1.26% | 14.84K | 451.93K | 6.46K | +77.14% |
| Jun 30, 2026 | CYPRESS WEALTH SERVICES, LLC | 1.34% | 15.73K | 478.93K | 15.73K | +100.00% |
| Jun 30, 2026 | 0.79% | 9.28K | 284.19K | 0 | 0 | |
| Jun 30, 2026 | ACCESS FINANCIAL SERVICES, INC. | 1.49% | 17.52K | 533.34K | -104.8K | -85.68% |
| Mar 31, 2026 | STONEBRIDGE FINANCIAL GROUP, LLC | 0.68% | 7.93K | 230.29K | 0 | 0 |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 1.23% | 14.47K | 420.09K | 14.47K | +100.00% |
| Mar 31, 2026 | TRUIST FINANCIAL CORP | 1.23% | 14.45K | 419.48K | 1K | +7.43% |
| Mar 31, 2026 | PFG ADVISORS | 1.19% | 14.03K | 407.23K | 1.93K | +15.99% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 1.94% | 22.76K | 660.66K | 16.02K | +237.66% |
| Mar 31, 2026 | PRINCIPAL SECURITIES, INC. | 1.59% | 18.74K | 543.9K | 1.5K | +8.70% |
| Mar 31, 2026 | CORNERSTONE WEALTH GROUP, LLC | 1.57% | 18.45K | 548.98K | 18.45K | +100.00% |
| Mar 31, 2026 | BEACON FINANCIAL ADVISORY LLC | 1.5% | 17.65K | 512.4K | 17.65K | +100.00% |
| Mar 31, 2026 | GILL CAPITAL PARTNERS, LLC | 1.28% | 15.05K | 436.9K | 2.36K | +18.60% |
| Mar 31, 2026 | PFS PARTNERS, LLC | 0.55% | 6.5K | 188.58K | 1.56K | +31.68% |
| Mar 31, 2026 | DHJJ FINANCIAL ADVISORS, LTD. | 0.36% | 4.23K | 122.77K | 1.73K | +69.36% |
| Mar 31, 2026 | COLONY GROUP, LLC | 4.76% | 55.9K | 1.62M | 4.22K | +8.17% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.47% | 52.49K | 1.52M | 34.5K | +191.84% |
| Mar 31, 2026 | ALLWORTH FINANCIAL LP | 2.95% | 34.65K | 1.01M | -18.04K | -34.24% |
| Mar 31, 2026 | CERITY PARTNERS LLC | 2.79% | 32.82K | 952.61K | 32.82K | +100.00% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 2.29% | 26.95K | 782.31K | 16.42K | +155.97% |
| Mar 31, 2026 | CAPTRUST FINANCIAL ADVISORS | 1.96% | 23K | 667.68K | 0 | 0 |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.94% | 11.04K | 320.34K | 415 | +3.91% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.91% | 10.75K | 314.17K | 10.75K | +100.00% |
| Mar 31, 2026 | BERGER FINANCIAL GROUP, INC | 0.91% | 10.67K | 309.66K | 0 | 0 |
| Mar 31, 2026 | TREK FINANCIAL, LLC | 0.91% | 10.65K | 309.17K | 10.65K | +100.00% |
| Mar 31, 2026 | BCS WEALTH MANAGEMENT | 0.88% | 10.39K | 301.59K | -9.04K | -46.53% |
| Mar 31, 2026 | LANTZ FINANCIAL LLC | 0.87% | 10.27K | 298.16K | -563 | -5.20% |
| Mar 31, 2026 | CREATIVE PLANNING | 23.04% | 270.77K | 7.86M | 270.77K | +100.00% |
| Mar 31, 2026 | ACCESS FINANCIAL SERVICES, INC. | 10.41% | 122.32K | 3.55M | 122.32K | +100.00% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 8.34% | 98.03K | 2.85M | 46.06K | +88.63% |
| Mar 31, 2026 | CAPITAL ANALYSTS, LLC | 0.19% | 2.27K | 66K | 2.27K | +100.00% |
| Mar 31, 2026 | ATLANTIC PRIVATE WEALTH, LLC | 0.3% | 3.5K | 101.6K | 3.5K | +100.00% |
| Mar 31, 2026 | BEACON POINTE ADVISORS, LLC | 6.45% | 75.84K | 2.2M | 75.84K | +100.00% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 1.24% | 14.59K | 423.66K | 14.59K | +100.00% |
| Mar 31, 2026 | DILIGENT INVESTORS, LLC | 2.07% | 24.28K | 704.93K | 9.1K | +59.94% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 2.33% | 27.36K | 794.16K | 27.36K | +100.00% |
| Mar 31, 2026 | WEALTH ALLIANCE | 0.68% | 7.96K | 230.99K | 7.96K | +100.00% |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.71% | 8.38K | 243.27K | -870 | -9.41% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.77% | 9.1K | 264.29K | 8.97K | +6,694.03% |
| Mar 31, 2026 | HFG WEALTH MANAGEMENT, LLC | 0.83% | 9.75K | 283.04K | 0 | 0 |
| Mar 31, 2026 | STRAIGHT PATH WEALTH MANAGEMENT | 1.16% | 13.58K | 394.16K | 0 | 0 |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 1.42% | 16.7K | 485K | 0 | 0 |
| Mar 31, 2026 | CRESSET ASSET MANAGEMENT, LLC | 1.72% | 20.24K | 587.69K | 20.24K | +100.00% |
| Mar 31, 2026 | ROTHSCHILD INVESTMENT LLC | 0% | 0 | - | -200 | -100.00% |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 145 | 5.18K | 45 | +45.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.04% | 495 | 14.49K | 0 | 0 |
| Mar 31, 2026 | ANFIELD CAPITAL MANAGEMENT, LLC | 0.06% | 755 | 21.92K | 755 | +100.00% |
| Mar 31, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 1.1K | 31.93K | 1.1K | +100.00% |
| Mar 31, 2026 | ADVISORNET FINANCIAL, INC | 0.11% | 1.32K | 38.17K | 1.32K | +100.00% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 3.96% | 46.55K | 1.35M | 36.65K | +370.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 4.59% | 53.9K | 1.56M | 27.85K | +106.91% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 5.61% | 65.93K | 1.91M | 65.93K | +100.00% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 5.97% | 70.2K | 2.04M | 70.2K | +100.00% |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 6.26% | 73.62K | 2.14M | 73.62K | +100.00% |
| Mar 31, 2026 | CORRADO ADVISORS, LLC | 7.43% | 87.37K | 2.54M | 71.1K | +436.76% |
| Mar 31, 2026 | AMERICANA PARTNERS, LLC | 7.84% | 92.18K | 2.68M | -16.48K | -15.17% |
| Mar 31, 2026 | FIDUCIARY FINANCIAL GROUP, LLC | 1.92% | 22.55K | 654.68K | 5.13K | +29.44% |
| Mar 31, 2026 | SAGEVIEW ADVISORY GROUP, LLC | 23.04% | 270.77K | 7.86M | 270.77K | +100.00% |
| Mar 31, 2026 | 0.79% | 9.28K | 275.59K | 9.28K | +100.00% | |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.38% | 16.23K | 471K | 4.88K | +42.98% |
| Mar 31, 2026 | SYON CAPITAL LLC | 3.42% | 40.16K | 1.17M | 40.16K | +100.00% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.27% | 3.13K | 90.86K | 3.13K | +100.00% |
| Mar 31, 2026 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 0.15% | 1.75K | 50.71K | 0 | 0 |
| Mar 31, 2026 | D.B. ROOT & COMPANY, LLC | 0.61% | 7.18K | 208.4K | 7.18K | +100.00% |
| Dec 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0% | 0 | - | -55.17K | -100.00% |
| Dec 31, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 0% | 0 | - | -19.55K | -100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 1.49% | 16.7K | 499K | -367 | -2.15% |
| Dec 31, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.22% | 2.5K | 74.58K | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -16.04K | -100.00% |
| Dec 31, 2025 | GTS SECURITIES LLC | 0% | 0 | - | -16.74K | -100.00% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 2.32% | 26.05K | 778.08K | -320 | -1.21% |
| Dec 31, 2025 | BCS WEALTH MANAGEMENT | 1.83% | 19.43K | 580.35K | 9.72K | +100.00% |
| Dec 31, 2025 | FIDUCIARY FINANCIAL GROUP, LLC | 1.64% | 17.42K | 520.4K | 0 | 0 |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.95% | 10.62K | 317.21K | 0 | 0 |
| Dec 31, 2025 | BERGER FINANCIAL GROUP, INC | 1% | 10.67K | 318.61K | -1.12K | -9.48% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 134 | 4.01K | 0 | 0 |
| Dec 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0.02% | 200 | 5.97K | 0 | 0 |
| Dec 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -2K | -100.00% |
| Dec 31, 2025 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 0.16% | 1.75K | 52.18K | 0 | 0 |
| Dec 31, 2025 | PFS PARTNERS, LLC | 0.46% | 4.93K | 147.34K | 0 | 0 |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.6% | 6.74K | 201.31K | 6.74K | +100.00% |
| Dec 31, 2025 | STONEBRIDGE FINANCIAL GROUP, LLC | 0.75% | 7.93K | 236.95K | 0 | 0 |
| Dec 31, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0% | 0 | - | -10.15K | -100.00% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.04% | 495 | 14.79K | 0 | 0 |
| Dec 31, 2025 | 0.02% | 245 | 7.32K | 245 | +100.00% | |
| Dec 31, 2025 | UBS GROUP AG | 0% | 0 | - | -111 | -100.00% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 100 | 2.99K | 0 | 0 |
| Dec 31, 2025 | HFG WEALTH MANAGEMENT, LLC | 0.92% | 9.75K | 291.22K | 0 | 0 |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.01% | 11.35K | 339K | 0 | 0 |
| Dec 31, 2025 | CORRADO ADVISORS, LLC | 1.45% | 16.28K | 486.2K | -18.38K | -53.03% |
| Dec 31, 2025 | PFG ADVISORS | 1.14% | 12.09K | 361.23K | -200 | -1.63% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 4.64% | 51.97K | 1.55M | -3.63K | -6.52% |
| Dec 31, 2025 | STRAIGHT PATH WEALTH MANAGEMENT | 1.21% | 13.58K | 405.56K | 0 | 0 |
| Dec 31, 2025 | COLONY GROUP, LLC | 4.61% | 51.68K | 1.54M | 51.68K | +100.00% |
| Dec 31, 2025 | GILL CAPITAL PARTNERS, LLC | 1.13% | 12.69K | 379.03K | 0 | 0 |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 2.05% | 23K | 686.98K | 0 | 0 |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.83% | 9.25K | 276.29K | 0 | 0 |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.88% | 9.91K | 295.85K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.94% | 10.53K | 314.46K | -903 | -7.90% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6% | 17.99K | 537.19K | -13K | -41.96% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 1.54% | 17.24K | 514.82K | -2.69K | -13.52% |
| Dec 31, 2025 | AMERICANA PARTNERS, LLC | 9.69% | 108.66K | 3.25M | -2K | -1.80% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 4.96% | 52.69K | 1.57M | -4.4K | -7.70% |
| Dec 31, 2025 | DILIGENT INVESTORS, LLC | 1.43% | 15.18K | 453.5K | -65 | -0.43% |
| Dec 31, 2025 | TRUIST FINANCIAL CORP | 1.27% | 13.45K | 401.73K | 0 | 0 |
| Dec 31, 2025 | LANTZ FINANCIAL LLC | 1.02% | 10.83K | 323.6K | 0 | 0 |
| Dec 31, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 89 | 2.66K | 0 | 0 |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 4.72% | 55.6K | 1.61M | -5K | -8.24% |
| Sep 30, 2025 | GTS SECURITIES LLC | 1.42% | 16.74K | 485.09K | 16.74K | +100.00% |
| Sep 30, 2025 | GILL CAPITAL PARTNERS, LLC | 1.08% | 12.69K | 367.79K | 0 | 0 |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.17% | 2K | 57.97K | 2K | +100.00% |
| Sep 30, 2025 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 0.15% | 1.75K | 50.63K | 1 | +0.06% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 4.85% | 57.09K | 1.65M | -537.65K | -90.40% |
| Sep 30, 2025 | DILIGENT INVESTORS, LLC | 1.3% | 15.25K | 441.93K | 0 | 0 |
| Sep 30, 2025 | PFG ADVISORS | 1.04% | 12.29K | 356.32K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.97% | 11.43K | 329.91K | 0 | 0 |
| Sep 30, 2025 | BCS WEALTH MANAGEMENT | 0.83% | 9.72K | 281.57K | 0 | 0 |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.79% | 9.25K | 268.09K | 0 | 0 |
| Sep 30, 2025 | STONEBRIDGE FINANCIAL GROUP, LLC | 0.67% | 7.93K | 229.92K | 0 | 0 |
| Sep 30, 2025 | PFS PARTNERS, LLC | 0.42% | 4.93K | 142.97K | 0 | 0 |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.04% | 495 | 14.35K | -55 | -10.00% |
| Sep 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.02% | 200 | 5.8K | 0 | 0 |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 134 | 3.88K | 0 | 0 |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 100 | 2.9K | 0 | 0 |
| Sep 30, 2025 | VESTMENT FINANCIAL LLC | 0% | 0 | - | -15.19K | -100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 2.24% | 26.37K | 764K | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 1.69% | 19.93K | 577.63K | 19.39K | +3,618.28% |
| Sep 30, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 1.66% | 19.55K | 566.59K | 0 | 0 |
| Sep 30, 2025 | FIDUCIARY FINANCIAL GROUP, LLC | 1.48% | 17.42K | 504.97K | 0 | 0 |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 1.36% | 16.04K | 464.92K | 8.09K | +101.82% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.84% | 9.91K | 287.08K | -5.44K | -35.44% |
| Sep 30, 2025 | HFG WEALTH MANAGEMENT, LLC | 0.83% | 9.75K | 282.58K | 0 | 0 |
| Sep 30, 2025 | CORRADO ADVISORS, LLC | 2.94% | 34.65K | 1M | -224 | -0.64% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 1.45% | 17.07K | 495K | 17.07K | +100.00% |
| Sep 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.21% | 2.5K | 72.37K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.01% | 111 | 3.22K | -1.25K | -91.86% |
| Sep 30, 2025 | BERGER FINANCIAL GROUP, INC | 1% | 11.78K | 341.54K | -28 | -0.24% |
| Sep 30, 2025 | AMERICANA PARTNERS, LLC | 9.4% | 110.66K | 3.21M | 857 | +0.78% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 4.69% | 55.17K | 1.6M | -66 | -0.12% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.63% | 30.99K | 898.12K | -52.65K | -62.95% |
| Sep 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 1.95% | 23K | 666.61K | 0 | 0 |
| Sep 30, 2025 | STRAIGHT PATH WEALTH MANAGEMENT | 1.15% | 13.58K | 393.53K | 0 | 0 |
| Sep 30, 2025 | TRUIST FINANCIAL CORP | 1.14% | 13.45K | 389.82K | 0 | 0 |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.96% | 11.35K | 329K | -200 | -1.73% |
| Sep 30, 2025 | LANTZ FINANCIAL LLC | 0.92% | 10.83K | 314K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.9% | 10.62K | 307.8K | -379 | -3.45% |
| Sep 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.86% | 10.15K | 294.18K | 0 | 0 |
| Sep 30, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 89 | 2.58K | 89 | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -1.22K | -100.00% |
| Sep 30, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -18.82K | -100.00% |
| Sep 30, 2025 | ATRIA INVESTMENTS, INC | 0% | 0 | - | -129.21K | -100.00% |
| Sep 30, 2025 | SYON CAPITAL LLC | 0% | 0 | - | -7.38K | -100.00% |
| Jun 30, 2025 | ATLANTIC PRIVATE WEALTH, LLC | 0% | 0 | - | -5.98K | -100.00% |
| Jun 30, 2025 | MATTSON FINANCIAL SERVICES, LLC | 0% | 0 | - | -5.19K | -100.00% |
| Jun 30, 2025 | STONEBRIDGE FINANCIAL GROUP, LLC | 0.44% | 7.93K | 223.7K | 150 | +1.93% |
| Jun 30, 2025 | VESTMENT FINANCIAL LLC | 0.84% | 15.19K | 428.88K | 0 | 0 |
| Jun 30, 2025 | PFS PARTNERS, LLC | 0.27% | 4.93K | 139.11K | 0 | 0 |
| Jun 30, 2025 | SYON CAPITAL LLC | 0.41% | 7.38K | 208.14K | 7.38K | +100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.63% | 11.43K | 322.25K | -5.14K | -31.00% |
| Jun 30, 2025 | PFG ADVISORS | 0.68% | 12.29K | 346.68K | 12.29K | +100.00% |
| Jun 30, 2025 | TRUIST FINANCIAL CORP | 0.75% | 13.45K | 379.28K | 3.95K | +41.58% |
| Jun 30, 2025 | STRAIGHT PATH WEALTH MANAGEMENT | 0.75% | 13.58K | 382.89K | 0 | 0 |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.44% | 7.95K | 224.13M | -3.87K | -32.77% |
| Jun 30, 2025 | DILIGENT INVESTORS, LLC | 0.85% | 15.25K | 429.98K | -185 | -1.20% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.46% | 26.37K | 744K | -351 | -1.31% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.64% | 83.63K | 2.36M | 51K | +156.28% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.64% | 11.55K | 326K | 0 | 0 |
| Jun 30, 2025 | 0% | 0 | - | -5.19K | -100.00% | |
| Jun 30, 2025 | BERGER FINANCIAL GROUP, INC | 0.65% | 11.81K | 333.09K | -134 | -1.12% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -16.74K | -100.00% |
| Jun 30, 2025 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -513.28K | -100.00% |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.01% | 200 | 5.64K | 200 | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.07% | 1.22K | 34.52K | 1.22K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.08% | 1.36K | 38.44K | 1.36K | +100.00% |
| Jun 30, 2025 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 0.1% | 1.75K | 49.26K | 1.75K | +100.00% |
| Jun 30, 2025 | HFG WEALTH MANAGEMENT, LLC | 0.54% | 9.75K | 257.89K | 0 | 0 |
| Jun 30, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.56% | 10.15K | 286.22K | 0 | 0 |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 1.27% | 23K | 648.58K | 0 | 0 |
| Jun 30, 2025 | CORRADO ADVISORS, LLC | 1.93% | 34.88K | 983.53K | -112 | -0.32% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.03% | 536 | 15.12K | -68 | -11.26% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.03% | 550 | 15.51K | -70 | -11.29% |
| Jun 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.14% | 2.5K | 70.41K | 0 | 0 |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.51% | 9.25K | 260.84K | 0 | 0 |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.61% | 11K | 310.16K | -206 | -1.84% |
| Jun 30, 2025 | GILL CAPITAL PARTNERS, LLC | 0.7% | 12.69K | 357.85K | 12.69K | +100.00% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.85% | 15.34K | 432.66K | 6.04K | +64.89% |
| Jun 30, 2025 | FIDUCIARY FINANCIAL GROUP, LLC | 0.97% | 17.42K | 490.68K | 0 | 0 |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 1.04% | 18.82K | 530.68K | 6.63K | +54.43% |
| Jun 30, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 1.08% | 19.55K | 551.37K | 0 | 0 |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 3.06% | 55.24K | 1.56M | -467 | -0.84% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 3.36% | 60.59K | 1.71M | 24.64K | +68.54% |
| Jun 30, 2025 | AMERICANA PARTNERS, LLC | 6.09% | 109.8K | 3.1M | -663 | -0.60% |
| Jun 30, 2025 | ATRIA INVESTMENTS, INC | 7.16% | 129.21K | 3.64M | 5.1K | +4.11% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 32.97% | 594.74K | 16.77M | 591.77K | +19,891.33% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -4.35K | -100.00% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 100 | 2.82K | 0 | 0 |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 134 | 3.78K | -3.73K | -96.53% |
| Jun 30, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0% | 0 | - | -18.75K | -100.00% |
| Jun 30, 2025 | SUNBELT SECURITIES, INC. | 0% | 0 | - | -89 | -100.00% |
| Jun 30, 2025 | BCS WEALTH MANAGEMENT | 0.54% | 9.72K | 274K | -2.34K | -19.39% |
| Jun 30, 2025 | LANTZ FINANCIAL LLC | 0.6% | 10.83K | 305.51K | -383 | -3.41% |
| Mar 31, 2025 | DILIGENT INVESTORS, LLC | 1.05% | 15.43K | 408.2K | 4.93K | +46.94% |
| Mar 31, 2025 | AMERICANA PARTNERS, LLC | 7.52% | 110.46K | 2.92M | 110.46K | +100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.81% | 11.82K | 312.69K | 2.99K | +33.82% |
| Mar 31, 2025 | BCS WEALTH MANAGEMENT | 0.82% | 12.05K | 319K | 270 | +2.29% |
| Mar 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 3.79% | 55.7K | 1.47M | 6.75K | +13.78% |
| Mar 31, 2025 | ATRIA INVESTMENTS, INC | 8.45% | 124.11K | 3.28M | 124.11K | +100.00% |
| Mar 31, 2025 | GRADIENT INVESTMENTS LLC | 34.96% | 513.28K | 13.58M | 5.6K | +1.10% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.63% | 9.31K | 246.12K | -8.11K | -46.57% |
| Mar 31, 2025 | 0% | 0 | - | -8.48K | -100.00% | |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -1.18K | -100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 0 | - | -27 | -100.00% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -19.4K | -100.00% |
| Mar 31, 2025 | SUNBELT SECURITIES, INC. | 0.01% | 89 | 2.35K | 89 | +100.00% |
| Mar 31, 2025 | STRAIGHT PATH WEALTH MANAGEMENT | 0.92% | 13.58K | 359.14K | 13.58K | +100.00% |
| Mar 31, 2025 | TRUIST FINANCIAL CORP | 0.65% | 9.5K | 251.28K | 0 | 0 |
| Mar 31, 2025 | HFG WEALTH MANAGEMENT, LLC | 0.66% | 9.75K | 244.97K | 0 | 0 |
| Mar 31, 2025 | SEQUOIA FINANCIAL ADVISORS, LLC | 0.69% | 10.15K | 268.47K | 10.15K | +100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.76% | 11.21K | 296.37K | 579 | +5.45% |
| Mar 31, 2025 | LANTZ FINANCIAL LLC | 0.76% | 11.22K | 296.69K | 11.22K | +100.00% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 100 | 2.65K | 0 | 0 |
| Mar 31, 2025 | PRINCIPAL SECURITIES, INC. | 0.04% | 604 | 15.18K | 0 | 0 |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.04% | 620 | 16.39K | 620 | +100.00% |
| Mar 31, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0.17% | 2.5K | 66.05K | 2.5K | +100.00% |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0.2% | 2.98K | 79.75K | 2.98K | +100.00% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.26% | 3.86K | 102.15K | 3.86K | +100.00% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.3% | 4.35K | 115.06K | 4.35K | +100.00% |
| Mar 31, 2025 | PFS PARTNERS, LLC | 0.34% | 4.93K | 130.48K | 0 | 0 |
| Mar 31, 2025 | ATLANTIC PRIVATE WEALTH, LLC | 0.41% | 5.98K | 158.04K | 1.1K | +22.56% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.63% | 9.25K | 244.66K | 7.3K | +374.36% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.79% | 11.55K | 305K | 11.55K | +100.00% |
| Mar 31, 2025 | BERGER FINANCIAL GROUP, INC | 0.81% | 11.95K | 315.97K | 11.95K | +100.00% |
| Mar 31, 2025 | OLD MISSION CAPITAL LLC | 0.83% | 12.19K | 322.32K | -5.45K | -30.91% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.13% | 16.57K | 438.17K | -2.25K | -11.94% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 1.14% | 16.74K | 442.88K | 16.74K | +100.00% |
| Mar 31, 2025 | FIDUCIARY FINANCIAL GROUP, LLC | 1.19% | 17.42K | 444.2K | 4.82K | +38.28% |
| Mar 31, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 1.28% | 18.75K | 495.86K | -23.12K | -55.22% |
| Mar 31, 2025 | SAGEVIEW ADVISORY GROUP, LLC | 1.33% | 19.55K | 517.07K | 19.55K | +100.00% |
| Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 1.57% | 23K | 608.35K | 23K | +100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.82% | 26.72K | 707K | 15.9K | +147.00% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.22% | 32.63K | 863.17K | 22.85K | +233.48% |
| Mar 31, 2025 | CORRADO ADVISORS, LLC | 2.38% | 34.99K | 925.49K | 34.99K | +100.00% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 2.45% | 35.95K | 950.9K | 27.54K | +327.17% |