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

Who are the major shareholders selling ProShares Trust ProShares S&P 5 stock?

CAPTRUST FINANCIAL ADVISORS, in the last quarter, reduced its stake in ISPY by -0.79% restricting it's holding to 23.76 thousand shares of worth nearly $1.15M. BKM WEALTH MANAGEMENT, LLC also lessened -14.64% of the ISPY shares from its portfolio, reducing its holding to 22.36 thousand shares of worth $1.08M. STRATEGIC WEALTH PARTNERS, LTD. also shunned ISPY shares holding by -15.71% last quarter which brought its holding to 35.22 thousand shares worth $1.70M.

Investors who are buying ISPY stock?

As per its latest 13F filing, CORAL WEALTH MANAGEMENT, LLC increased its stake in ISPY by 100% in the last quarter. The institutional holder raised its holding to 95.39 thousand shares having worth more than $4.60M. UBS GROUP AG also added 1.45% more shares of ISPY to its portfolio, raising its holding to 43.27 thousand shares of worth $2.08M. PMG FAMILY OFFICE LLC also increased its ISPY shares holding by 0.47% which brought its holding to 39.96 thousand shares worth $1.93M.

ISPY's major insiders: who are they?

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

Did an insider recently sell ISPY stock?

Company executives, directors, and other insiders own N/A percent of ProShares Trust ProShares S&P 5's stock. Within the last six months, there have been 0 transaction(s) in which ISPY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ISPY stock?

There have been 0 transaction(s) during the past 6-months in which ProShares Trust ProShares S&P 5 insiders have bought stock, totalling 0 shares

How much of ISPY does insiders own?

Around 0 ProShares Trust ProShares S&P 5 shares are held by insiders, which represents about N/A of ISPY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ISPY?

CORAL WEALTH MANAGEMENT, LLC is the largest institutional owner in ISPY which holds 95.39 thousand shares worth $4.60M or 0.36% of the total ISPY shares outstanding followed by UBS GROUP AG with ownership of 43.27 thousand shares representing 0.16% of the ISPY ownership. PMG FAMILY OFFICE LLC is the third largest stakeholder with 39.96 thousand shares or 0.15% of the ownership worth more than $1.93M.

Is ProShares Trust ProShares S&P 5 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 ISPY is concerned, it is a stock which is optionable.

Is there a short position on ISPY's shares?

Number of ISPY 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 ISPY shares are there?

As of today, null shares of ISPY are outstanding.

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

ISPY 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 ISPY is null.

ProShares Trust ProShares S&P 5 (ISPY) 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. CORAL WEALTH MANAGEMENT, LLC is the top corporate investor, holding 95.39K shares valued at $4.60M. A 0.36% stake in ProShares Trust ProShares S&P 5 is owned by the company. UBS GROUP AG owns 43.27K shares valued at $2.08M, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CORAL WEALTH MANAGEMENT, LLC	0.36%	95.39K	4.6M	95.39K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.16%	43.27K	2.08M	617	+1.45%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.15%	39.96K	1.93M	187	+0.47%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.18%	47K	2.26M	1.09K	+2.37%
Jun 30, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.27%	71.08K	3.43M	21.24K	+42.62%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.25%	66.17K	3.19M	7.32K	+12.44%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.25%	64.37K	3.1M	3.16K	+5.16%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	24.03K	1.16M	310	+1.31%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	18.24K	878.83K	175	+0.97%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	23.76K	1.15M	-190	-0.79%
Jun 30, 2026	BKM WEALTH MANAGEMENT, LLC	0.09%	22.36K	1.08M	-3.84K	-14.64%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	0.05%	14.3K	688.87K	0	0
Jun 30, 2026	ZHANG FINANCIAL LLC	0.06%	14.9K	718.03K	0	0
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	15.09K	726.97K	6.17K	+69.22%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	15.58K	750.6K	15.58K	+100.00%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	32.54K	1.54M	2.31K	+7.65%
Jun 30, 2026	CREATIVE PLANNING	0.13%	33.65K	1.62M	0	0
Jun 30, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.13%	35.22K	1.7M	-6.57K	-15.71%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	19.9K	958.79K	4.09K	+25.86%
Jun 30, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.14%	35.82K	1.73M	-26.09K	-42.14%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.14%	37.23K	1.79M	-14.76K	-28.39%
Jun 30, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.37%	98.14K	4.73M	29.98K	+43.98%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.22%	320.22K	15.43M	1.77K	+0.56%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	3.14%	825.88K	39.8M	-38.53K	-4.46%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.99%	1.05M	50.49M	42.32K	+4.21%
Jun 30, 2026	LPL FINANCIAL LLC	4.64%	1.22M	58.8M	-10.3K	-0.84%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.74%	193.17K	9.31M	-47.1K	-19.60%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	185.29K	8.93M	5.56K	+3.09%
Jun 30, 2026	MJP ASSOCIATES INC /ADV	0.68%	179.94K	8.67M	9.94K	+5.85%
Jun 30, 2026	ADVISOR OS, LLC	0.68%	179.94K	8.67M	9.94K	+5.85%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.16%	41.19K	1.99M	7.7K	+22.98%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	0.1%	25.9K	1.25M	6.18K	+31.32%
Jun 30, 2026	MORGAN STANLEY	17.23%	4.53M	218.16M	-24.87K	-0.55%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.1%	287.72K	13.87M	8.41K	+3.01%
Jun 30, 2026	WOODMONT INVESTMENT COUNSEL LLC	0.04%	11.25K	542.19K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.04%	11.57K	557.55K	-8.49K	-42.32%
Jun 30, 2026	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.04%	11.72K	564.98K	11.72K	+100.00%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.05%	12.52K	603.27K	2.13K	+20.48%
Jun 30, 2026		0.15%	39.96K	1.93M	187	+0.47%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	0.11%	30K	1.45M	0	0
Jun 30, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	38.92K	1.88M	3.86K	+11.01%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.15%	39.73K	1.91M	3.6K	+9.95%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.17%	44.88K	2.16M	7.49K	+20.05%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	29.04K	1.4M	-973	-3.24%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.11%	28.62K	1.38M	6.9K	+31.74%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.33%	86.5K	4.17M	-4.1K	-4.53%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.19%	52.49K	2.53M	977	+1.90%
Jun 30, 2026	WICK CAPITAL PARTNERS, LLC	0.11%	28.47K	1.37M	203	+0.72%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.01%	1.58M	76.13M	142.98K	+9.95%
Jun 30, 2026	PRIVATE TRUST CO NA	0.07%	18.47K	889.88K	2.22K	+13.65%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.77%	1.52M	73.11M	-676.75K	-30.85%
Jun 30, 2026	ROYAL BANK OF CANADA	3.85%	1.01M	48.74M	-26.28K	-2.53%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.7%	709.56K	34.19M	-41.89K	-5.57%
Jun 30, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.59%	155.65K	7.5M	5.09K	+3.38%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.58%	152.13K	7.33M	39.01K	+34.49%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.84%	220.27K	10.62M	-3.2K	-1.43%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	13.8K	665.02K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	146.32K	7.05M	34.39K	+30.73%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.47%	123.35K	5.94M	-6.83K	-5.25%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.4%	105.26K	5.07M	-22.17K	-17.40%
Jun 30, 2026	BERNARDO WEALTH PLANNING LLC	0.2%	53.64K	2.58M	62	+0.12%
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.11%	30K	1.3M	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	30.23K	1.4M	8.8K	+41.08%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	33.49K	1.45M	8.42K	+33.60%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	111.93K	4.85M	-10.54K	-8.61%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.43%	113.12K	4.9M	74.47K	+192.66%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	18.06K	782.98K	2.08K	+13.02%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.18%	45.91K	1.99M	19.25K	+72.24%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	23.72K	1.03M	-1.73K	-6.81%
Mar 31, 2026	MORGAN STANLEY	17.44%	4.55M	197.33M	389.69K	+9.36%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.85%	1.01M	43.59M	27.6K	+2.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	8.4%	2.19M	95.1M	78.77K	+3.72%
Mar 31, 2026	UBS GROUP AG	0.16%	42.65K	1.85M	4.89K	+12.96%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.2%	51.51K	2.23M	-1.13K	-2.15%
Mar 31, 2026	STILLWATER WEALTH MANAGEMENT GROUP	0.14%	37.75K	1.64M	7.63K	+25.31%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	23.95K	1.04M	-83	-0.35%
Mar 31, 2026	BKM WEALTH MANAGEMENT, LLC	0.1%	26.19K	1.14M	947	+3.75%
Mar 31, 2026	CREATIVE PLANNING	0.13%	33.65K	1.46M	0	0
Mar 31, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.13%	35.06K	1.52M	1.7K	+5.08%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.14%	36.13K	1.57M	8.31K	+29.85%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.14%	37.39K	1.62M	866	+2.37%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.2%	51.99K	2.25M	-12.03K	-18.79%
Mar 31, 2026	BERNARDO WEALTH PLANNING LLC	0.21%	53.57K	2.32M	-462	-0.86%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.23%	58.85K	2.55M	3.02K	+5.40%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.23%	61.21K	2.79M	15.44K	+33.74%
Mar 31, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.58%	150.56K	6.53M	7.09K	+4.94%
Mar 31, 2026	ADVISOR OS, LLC	0.65%	170K	7.37M	3.2K	+1.92%
Mar 31, 2026	MJP ASSOCIATES INC /ADV	0.65%	170K	7.37M	3.2K	+1.92%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	179.73K	7.79M	-11.73K	-6.12%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.86%	223.47K	9.69M	6.41K	+2.95%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.92%	240.27K	10.42M	11.07K	+4.83%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.22%	318.45K	13.8M	6.53K	+2.09%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.88%	751.45K	32.58M	-40.98K	-5.17%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	3.31%	864.41K	37.47M	79.79K	+10.17%
Mar 31, 2026	WICK CAPITAL PARTNERS, LLC	0.11%	28.27K	1.23M	2.55K	+9.93%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.07%	279.32K	12.11M	14.86K	+5.62%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.05%	12.14K	526.36K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	13.8K	598.23K	-2.2K	-13.75%
Mar 31, 2026	BOS ASSET MANAGEMENT, LLC	0.05%	14.3K	619.68K	0	0
Mar 31, 2026	ZHANG FINANCIAL LLC	0.06%	14.9K	645.92K	14.9K	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.06%	15.81K	685.28K	15.81K	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.06%	16.25K	704.35K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	17.45K	756.24K	8.07K	+86.14%
Mar 31, 2026	RICHMOND INVESTMENT SERVICES, LLC	0.08%	22.17K	960.99K	-308.3K	-93.29%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.24%	61.91K	2.68M	32.63K	+111.46%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.26%	68.16K	2.95M	15.43K	+29.26%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.35%	90.6K	3.93M	1.98K	+2.23%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.5%	1.44M	62.28M	61.47K	+4.47%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	0.08%	19.72K	854.91K	-613	-3.01%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	20.06K	869.58K	1.1K	+5.80%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.08%	21.73K	941.84K	20	+0.09%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.49%	127.43K	5.52M	127.43K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.5%	130.18K	5.64M	-8.75K	-6.30%
Mar 31, 2026		0.08%	21.86K	947.5K	5.21K	+31.30%
Mar 31, 2026	ROYAL BANK OF CANADA	3.97%	1.04M	44.98M	-12.99K	-1.24%
Mar 31, 2026	LPL FINANCIAL LLC	4.71%	1.23M	53.34M	116.16K	+10.42%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.16%	41.79K	1.81M	14.66K	+54.04%
Mar 31, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.19%	49.84K	2.16M	49.84K	+100.00%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	30.01K	1.3M	-1.74K	-5.49%
Dec 31, 2025	UBS GROUP AG	0.14%	37.76K	1.72M	22.32K	+144.57%
Dec 31, 2025	SAGEGUARD FINANCIAL GROUP, LLC	0.15%	38.65K	1.76M	38.65K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	45.77K	2.09M	45.77K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	52.64K	2.4M	997	+1.93%
Dec 31, 2025	BERNARDO WEALTH PLANNING LLC	0.22%	54.04K	2.47M	2.41K	+4.66%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.22%	55.83K	2.55M	37.41K	+203.00%
Dec 31, 2025	CAP PARTNERS, LLC	0.04%	10.75K	490.41K	-1.76K	-14.07%
Dec 31, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.04%	11.25K	513.38K	11.25K	+100.00%
Dec 31, 2025	BOS ASSET MANAGEMENT, LLC	0.06%	14.3K	652.28K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.06%	14.99K	676.05K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	3.94%	1.05M	47.94M	14.19K	+1.37%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.25%	64.02K	2.92M	20.65K	+47.59%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	122.47K	5.59M	22.01K	+21.91%
Dec 31, 2025	MJP ASSOCIATES INC /ADV	0.64%	166.8K	7.61M	17.17K	+11.48%
Dec 31, 2025	ADVISOR OS, LLC	0.66%	166.8K	7.61M	7.36K	+4.62%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	191.46K	8.74M	13.56K	+7.62%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.81%	217.06K	9.9M	10.37K	+5.02%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.91%	229.19K	10.46M	-9.42K	-3.95%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.01%	264.46K	12.07M	4.13K	+1.59%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.24%	311.92K	14.23M	225.23K	+259.79%
Dec 31, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.26%	330.46K	15.08M	10.63K	+3.32%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.97%	792.43K	36.16M	286.88K	+56.74%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.11%	27.13K	1.24M	1.71K	+6.73%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.57%	143.47K	6.55M	31.22K	+27.81%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	21.43K	988.99K	2K	+10.27%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	24.03K	1.1M	294	+1.24%
Dec 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.1%	25.25K	1.15M	5.56K	+28.24%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	26.65K	1.22M	18.02K	+208.56%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	25.07K	1.14M	2.21K	+9.68%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.11%	27.83K	1.27M	27.83K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	16K	730.08K	-29	-0.18%
Dec 31, 2025	PRIVATE TRUST CO NA	0.06%	16.25K	741.4K	3K	+22.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.16%	1.38M	62.75M	77.16K	+5.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	8.05%	2.12M	96.51M	235.95K	+12.56%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.12%	29.28K	1.34M	4.05K	+16.06%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	31.76K	1.45M	-43.17K	-57.62%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.12%	30K	1.37M	0	0
Dec 31, 2025	STILLWATER WEALTH MANAGEMENT GROUP	0.12%	30.13K	1.37M	15.66K	+108.19%
Dec 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.13%	33.37K	1.52M	-756	-2.22%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	9.91K	452.38K	1.06K	+11.98%
Dec 31, 2025	CREATIVE PLANNING	0.13%	33.65K	1.54M	0	0
Dec 31, 2025	PFG INVESTMENTS, LLC	0.55%	138.93K	6.34M	19.26K	+16.10%
Dec 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.07%	17.73K	809.1K	193	+1.10%
Dec 31, 2025		0.13%	32.6K	1.49M	5	+0.02%
Dec 31, 2025	MGO ONE SEVEN LLC	0.04%	10.39K	474.01K	-2.21K	-17.52%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	88.62K	4.04M	88.62K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.12%	784.62K	35.8M	27.9K	+3.69%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.89%	977.89K	44.62M	50.06K	+5.40%
Dec 31, 2025	LPL FINANCIAL LLC	4.26%	1.11M	50.85M	202.22K	+22.17%
Dec 31, 2025	MORGAN STANLEY	15.61%	4.16M	189.92M	935.44K	+28.99%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.14%	36.52K	1.67M	1.16K	+3.28%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.21%	52.73K	2.41M	19.02K	+56.42%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	15.76K	719.04K	2.24K	+16.54%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.06%	15.98K	729.2K	5.07K	+46.44%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.17%	43.76K	2M	8.38K	+23.68%
Dec 31, 2025	WICK CAPITAL PARTNERS, LLC	0.1%	25.72K	1.17M	2.94K	+12.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	18.96K	865.12K	-3.4K	-15.21%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.08%	20.33K	927.84K	758	+3.87%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	21.71K	990.43K	-10.62K	-32.84%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.06%	238.62K	10.76M	9.66K	+4.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.92%	206.69K	9.32M	153	+0.07%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.42%	319.84K	14.43M	856	+0.27%
Sep 30, 2025	ROYAL BANK OF CANADA	4.61%	1.04M	46.75M	31.74K	+3.16%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.53%	119.67K	5.4M	-14.92K	-11.08%
Sep 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.5%	112.26K	5.06M	-6.24K	-5.26%
Sep 30, 2025	KKM FINANCIAL LLC	0.08%	17.45K	787.28K	210	+1.22%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	17.14K	773.03K	1.15K	+7.17%
Sep 30, 2025	MORGAN STANLEY	14.35%	3.23M	145.56M	427.52K	+15.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	8.35%	1.88M	84.76M	220.26K	+13.28%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	100.46K	4.48M	21.1K	+26.58%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.33%	74.93K	3.38M	-34.55K	-31.56%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.19%	43.38K	1.96M	22.95K	+112.32%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.13%	30K	1.35M	0	0
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.11%	25.42K	1.15M	-2.42K	-8.70%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.11%	25.23K	1.14M	4.43K	+21.30%
Sep 30, 2025	WICK CAPITAL PARTNERS, LLC	0.1%	22.78K	1.03M	19.24K	+543.71%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	18.43K	831.24K	5.77K	+45.62%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	15.11K	681.66K	15.11K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.07%	14.99K	676.05K	128	+0.86%
Sep 30, 2025	PRIVATE TRUST CO NA	0.06%	13.25K	597.62K	9.45K	+248.82%
Sep 30, 2025	MGO ONE SEVEN LLC	0.06%	12.59K	568.1K	1	+0.01%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.06%	14.3K	644.84K	70	+0.49%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.05%	11.7K	527.79K	11.7K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	10.91K	492.28K	3.03K	+38.37%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	9.85K	444.29K	9.85K	+100.00%
Sep 30, 2025	SMITH CHAS P & ASSOCIATES PA CPAS	0.04%	9K	405.99K	9K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	8.85K	399.36K	-43	-0.48%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.04%	8.64K	392.24K	-809	-8.56%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	8.38K	378.28K	268	+3.30%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.04%	8K	360.88K	0	0
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	7.52K	339.02K	7.52K	+100.00%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.03%	7.27K	327.9K	-7.82K	-51.83%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	7.23K	325.98K	-96	-1.31%
Sep 30, 2025	SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC	0.03%	6.88K	310.22K	50	+0.73%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	6.29K	283.54K	8	+0.13%
Sep 30, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	0.03%	6.2K	279.68K	6.2K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	5.65K	255K	5.65K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.77%	1.3M	58.56M	198.61K	+18.06%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.12%	927.83K	41.85M	64.41K	+7.46%
Sep 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	34.12K	1.54M	1.98K	+6.17%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.15%	33.71K	1.53M	33.71K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.15%	33.65K	1.52M	-3.03K	-8.27%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.06%	13.61K	613.76K	-1.34K	-8.98%
Sep 30, 2025		0.14%	32.6K	1.47M	32.6K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.39%	86.7K	3.91M	-1.41K	-1.60%
Sep 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.08%	17.54K	791.18K	-8.46K	-32.55%
Sep 30, 2025	ADVISOR OS, LLC	0.71%	159.44K	7.19M	-8.95K	-5.32%
Sep 30, 2025	STILLWATER WEALTH MANAGEMENT GROUP	0.06%	14.47K	652.74K	14.47K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	22.36K	1.01M	2.1K	+10.38%
Sep 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.09%	19.69K	888.17K	229	+1.18%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.09%	19.58K	883.07K	16.77K	+598.15%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	19.43K	901.31K	4.44K	+29.59%
Sep 30, 2025	LPL FINANCIAL LLC	4.06%	912.15K	41.15M	-85.24K	-8.55%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.36%	756.72K	34.14M	25.51K	+3.49%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.25%	505.56K	22.81M	293.08K	+137.93%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	16.03K	723.08K	10.3K	+179.79%
Sep 30, 2025	UBS GROUP AG	0.07%	15.44K	696.41K	8.4K	+119.20%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	32.32K	1.46M	5.88K	+22.26%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	23.74K	1.07M	-86	-0.36%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	22.86K	1.03M	6.59K	+40.52%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.08%	16.87K	761.01K	13	+0.08%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	13.52K	609.98K	0	0
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.06%	12.54K	565.73K	1K	+8.66%
Sep 30, 2025	CAP PARTNERS, LLC	0.06%	12.51K	564.23K	2.52K	+25.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	177.9K	8.03M	46.63K	+35.53%
Sep 30, 2025	MJP ASSOCIATES INC /ADV	0.67%	149.63K	6.75M	-34.62K	-18.79%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.23%	51.65K	2.33M	1.02K	+2.01%
Sep 30, 2025	BERNARDO WEALTH PLANNING LLC	0.23%	51.63K	2.33M	7.93K	+18.15%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.2%	44.36K	2M	670	+1.53%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.16%	35.38K	1.6M	26.04K	+278.59%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.16%	35.36K	1.6M	-974	-2.68%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.17%	36.33K	1.54M	14.53K	+66.63%
Jun 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.57%	118.49K	5.03M	4.73K	+4.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	131.26K	5.57M	26.82K	+25.68%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.74%	154.84K	6.57M	31.39K	+25.42%
Jun 30, 2025	ADVISOR OS, LLC	0.8%	168.39K	7.14M	19.13K	+12.82%
Jun 30, 2025	MJP ASSOCIATES INC /ADV	0.88%	184.24K	7.82M	34.99K	+23.44%
Jun 30, 2025	ROYAL BANK OF CANADA	4.8%	1M	42.63M	108.96K	+12.16%
Jun 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.52%	318.98K	13.53M	162.91K	+104.38%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.64%	134.58K	5.71M	11.09K	+8.98%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.99%	206.54K	8.76M	-117.76K	-36.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.01%	212.48K	9.02M	212.48K	+10,623,900.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.09%	228.96K	9.71M	228.96K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	4.76%	997.38K	42.32M	44.51K	+4.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.25%	1.1M	46.65M	-594.63K	-35.10%
Jun 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.08%	16.86K	715.24K	16.86K	+100.00%
Jun 30, 2025	MORGAN STANLEY	13.36%	2.8M	118.77B	227.22K	+8.83%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.06%	11.54K	489.69K	0	0
Jun 30, 2025	MGO ONE SEVEN LLC	0.06%	12.59K	534.31K	12.59K	+100.00%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.07%	14.95K	631.8K	691	+4.85%
Jun 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.12%	26K	1.1M	-105.54K	-80.23%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	26.44K	1.12M	763	+2.97%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.13%	27.84K	1.18M	27.84K	+100.00%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.14%	29.73K	1.26M	1.35K	+4.74%
Jun 30, 2025	BROWN ADVISORY INC	0.05%	11.03K	467.83K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	15.99K	678.5K	163	+1.03%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.08%	16.27K	690.21K	5.09K	+45.47%
Jun 30, 2025	KKM FINANCIAL LLC	0.08%	17.24K	731.56K	-2.57K	-12.96%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	79.37K	3.37M	24.06K	+43.51%
Jun 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.09%	19.46K	825.68K	6.52K	+50.41%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.1%	20.8K	882.44K	923	+4.64%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.14%	30K	1.27M	0	0
Jun 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	32.14K	1.36M	2.03K	+6.74%
Jun 30, 2025	CREATIVE PLANNING	0.18%	36.68K	1.56M	-3.67K	-9.09%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	6.28K	266.34K	6.28K	+100.00%
Jun 30, 2025	SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC	0.03%	6.83K	289.67K	364	+5.63%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	7.92%	1.66M	70.38M	316.26K	+23.56%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.04%	8K	339.44K	0	0
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	8.9K	377.46K	1.12K	+14.36%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.04%	9.35K	396.55K	-927	-9.02%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.07%	15.09K	640.28K	-13.7K	-47.59%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.49%	731.21K	31.03M	66.19K	+9.95%
Jun 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0%	0	-	-22.95K	-100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-4.79K	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-1.55K	-100.00%
Jun 30, 2025	WBI INVESTMENTS, INC.	0%	0	-	-28.15K	-100.00%
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0%	0	-	-25	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.21K	-100.00%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0%	1	43	0	0
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	62	2.63K	3	+5.08%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0%	175	7.43K	175	+100.00%
Jun 30, 2025	ORG PARTNERS LLC	0%	262	11.12K	262	+100.00%
Jun 30, 2025	MARK SHEPTOFF FINANCIAL PLANNING, LLC	0%	448	19.02K	119	+36.17%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	556	23.59K	125	+29.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	624	26.47K	7	+1.13%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.01%	1.6K	67.8K	1.6K	+100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	2.14K	90.89K	1.02K	+91.59%
Jun 30, 2025		1.52%	318.98K	13.53M	162.91K	+104.38%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	3.8K	161.15K	3.8K	+100.00%
Jun 30, 2025	GAINPLAN LLC	0.02%	5.05K	214.27K	-191	-3.64%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	5.72K	242.78K	5.72K	+100.00%
Jun 30, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.03%	5.79K	245.63K	489	+9.23%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.12%	863.42K	36.63M	94.22K	+12.25%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.19%	39.92K	1.69M	21.25K	+113.78%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.21%	43.69K	1.85M	-1.05K	-2.35%
Jun 30, 2025	BERNARDO WEALTH PLANNING LLC	0.21%	43.7K	1.85M	35.69K	+445.83%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	50.63K	2.15M	5.44K	+12.04%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.52%	109.48K	4.65M	15.72K	+16.77%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	7.54K	319.97K	411	+5.76%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	7.89K	334.65K	-4.8K	-37.83%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	8.11K	344.45K	-1.43K	-14.98%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	8.88K	376.69K	-432	-4.64%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.05%	9.45K	411.44K	872	+10.17%
Jun 30, 2025	CAP PARTNERS, LLC	0.05%	9.99K	423.85K	962	+10.66%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	13.52K	573.74K	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.07%	14.86K	630.46K	3.86K	+35.08%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	12.65K	536.93K	-46	-0.36%
Jun 30, 2025	BOS ASSET MANAGEMENT, LLC	0.07%	14.23K	603.55K	891	+6.68%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	14.99K	650.11K	1.31K	+9.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	20.26K	859.59K	2.87K	+16.50%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.1%	20.43K	866.84K	3.37K	+19.73%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	23.83K	1.01M	124	+0.52%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	104.44K	4.4M	63.11K	+152.72%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	13.69K	537.67K	1.97K	+16.83%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.61%	113.76K	4.79M	32.12K	+39.35%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.66%	123.45K	5.2M	16.05K	+14.94%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.66%	123.49K	5.2M	25.12K	+25.54%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.05%	10.27K	432.39K	-198	-1.89%
Mar 31, 2025	COLONY GROUP, LLC	0.06%	11K	462.99K	4K	+57.14%
Mar 31, 2025	BROWN ADVISORY INC	0.06%	11.03K	464.08K	11.03K	+100.00%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.06%	11.18K	470.65K	6.6K	+143.83%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	15.83K	666.2K	3.33K	+26.61%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.12%	21.8K	918K	21.8K	+100.00%
Mar 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.12%	22.95K	966.03K	-13K	-36.16%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	23.7K	997.62K	23.7K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	55.3K	2.33M	37.78K	+215.70%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.5%	93.75K	3.95M	24.9K	+36.17%
Mar 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.7%	131.54K	5.54M	18.2K	+16.06%
Mar 31, 2025	ADVISOR OS, LLC	0.8%	149.26K	6.28M	38.05K	+34.21%
Mar 31, 2025	MJP ASSOCIATES INC /ADV	0.8%	149.26K	6.28M	42.53K	+39.85%
Mar 31, 2025		0.83%	156.07K	6.57M	84.71K	+118.70%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.73%	324.29K	13.65M	79.13K	+32.28%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.55%	665.03K	27.99M	396.27K	+147.45%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	25.68K	1.08M	9.88K	+62.59%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.1%	769.2K	32.38M	-336.58K	-30.44%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.15%	28.15K	1.19M	-7.81K	-21.72%
Mar 31, 2025	MORSE ASSET MANAGEMENT, INC	0.15%	28.38K	1.19M	515	+1.85%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.15%	28.79K	1.21M	5.93K	+25.94%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.16%	30K	1.26M	0	0
Mar 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.16%	30.11K	1.27M	1.83K	+6.47%
Mar 31, 2025	CREATIVE PLANNING	0.21%	40.35K	1.7M	40.35K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.06%	11.54K	485.76K	11.54K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	12.69K	534K	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.07%	12.7K	534.56K	1.26K	+11.05%
Mar 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.07%	12.94K	544.52K	1.58K	+13.95%
Mar 31, 2025	BOS ASSET MANAGEMENT, LLC	0.07%	13.33K	561.22K	2.36K	+21.47%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.07%	13.52K	502.07K	0	0
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.09%	17.06K	718.23K	8.51K	+99.39%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	17.39K	731.9K	-388	-2.18%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.1%	18.67K	785.95K	18.67K	+100.00%
Mar 31, 2025	KKM FINANCIAL LLC	0.11%	19.81K	833.8K	3.94K	+24.81%
Mar 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.11%	19.87K	836.52K	-490	-2.41%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.24%	44.74K	1.88M	4.02K	+9.86%
Mar 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.08%	14.26K	600.12K	1.05K	+7.91%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	15.37K	646.92K	3.12K	+25.42%
Mar 31, 2025	ROYAL BANK OF CANADA	4.78%	895.73K	37.7M	156.47K	+21.17%
Mar 31, 2025	LPL FINANCIAL LLC	5.08%	952.88K	40.11M	165.6K	+21.03%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.16%	1.34M	56.51M	230.13K	+20.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.04%	1.69M	71.3M	829.2K	+95.87%
Mar 31, 2025	MORGAN STANLEY	13.72%	2.57M	108.26M	2.05M	+389.52%
Mar 31, 2025	GRANT/GROSSMENDELSOHN, LLC	0.06%	11.54K	455.99K	-3.41K	-22.82%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	45.19K	1.9M	16.64K	+58.27%

Frequently Asked Questions

Stock Outstanding Shares

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

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CORAL WEALTH MANAGEMENT, LLC	0.36%	95.39K	4.6M	95.39K	+100.00%
Jun 30, 2026	UBS GROUP AG	0.16%	43.27K	2.08M	617	+1.45%
Jun 30, 2026	PMG FAMILY OFFICE LLC	0.15%	39.96K	1.93M	187	+0.47%
Jun 30, 2026	MUTUAL ADVISORS, LLC	0.18%	47K	2.26M	1.09K	+2.37%
Jun 30, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.27%	71.08K	3.43M	21.24K	+42.62%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.25%	66.17K	3.19M	7.32K	+12.44%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.25%	64.37K	3.1M	3.16K	+5.16%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	24.03K	1.16M	310	+1.31%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	18.24K	878.83K	175	+0.97%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	23.76K	1.15M	-190	-0.79%
Jun 30, 2026	BKM WEALTH MANAGEMENT, LLC	0.09%	22.36K	1.08M	-3.84K	-14.64%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	0.05%	14.3K	688.87K	0	0
Jun 30, 2026	ZHANG FINANCIAL LLC	0.06%	14.9K	718.03K	0	0
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.06%	15.09K	726.97K	6.17K	+69.22%
Jun 30, 2026	COLONY GROUP, LLC	0.06%	15.58K	750.6K	15.58K	+100.00%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	32.54K	1.54M	2.31K	+7.65%
Jun 30, 2026	CREATIVE PLANNING	0.13%	33.65K	1.62M	0	0
Jun 30, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.13%	35.22K	1.7M	-6.57K	-15.71%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	19.9K	958.79K	4.09K	+25.86%
Jun 30, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.14%	35.82K	1.73M	-26.09K	-42.14%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.14%	37.23K	1.79M	-14.76K	-28.39%
Jun 30, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.37%	98.14K	4.73M	29.98K	+43.98%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	1.22%	320.22K	15.43M	1.77K	+0.56%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	3.14%	825.88K	39.8M	-38.53K	-4.46%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.99%	1.05M	50.49M	42.32K	+4.21%
Jun 30, 2026	LPL FINANCIAL LLC	4.64%	1.22M	58.8M	-10.3K	-0.84%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.74%	193.17K	9.31M	-47.1K	-19.60%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.71%	185.29K	8.93M	5.56K	+3.09%
Jun 30, 2026	MJP ASSOCIATES INC /ADV	0.68%	179.94K	8.67M	9.94K	+5.85%
Jun 30, 2026	ADVISOR OS, LLC	0.68%	179.94K	8.67M	9.94K	+5.85%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.16%	41.19K	1.99M	7.7K	+22.98%
Jun 30, 2026	ALPINE BANK WEALTH MANAGEMENT	0.1%	25.9K	1.25M	6.18K	+31.32%
Jun 30, 2026	MORGAN STANLEY	17.23%	4.53M	218.16M	-24.87K	-0.55%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.1%	287.72K	13.87M	8.41K	+3.01%
Jun 30, 2026	WOODMONT INVESTMENT COUNSEL LLC	0.04%	11.25K	542.19K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.04%	11.57K	557.55K	-8.49K	-42.32%
Jun 30, 2026	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.04%	11.72K	564.98K	11.72K	+100.00%
Jun 30, 2026	TITLEIST ASSET MANAGEMENT, LLC	0.05%	12.52K	603.27K	2.13K	+20.48%
Jun 30, 2026		0.15%	39.96K	1.93M	187	+0.47%
Jun 30, 2026	SG AMERICAS SECURITIES, LLC	0.11%	30K	1.45M	0	0
Jun 30, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	38.92K	1.88M	3.86K	+11.01%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.15%	39.73K	1.91M	3.6K	+9.95%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.17%	44.88K	2.16M	7.49K	+20.05%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.11%	29.04K	1.4M	-973	-3.24%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.11%	28.62K	1.38M	6.9K	+31.74%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.33%	86.5K	4.17M	-4.1K	-4.53%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.19%	52.49K	2.53M	977	+1.90%
Jun 30, 2026	WICK CAPITAL PARTNERS, LLC	0.11%	28.47K	1.37M	203	+0.72%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	6.01%	1.58M	76.13M	142.98K	+9.95%
Jun 30, 2026	PRIVATE TRUST CO NA	0.07%	18.47K	889.88K	2.22K	+13.65%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.77%	1.52M	73.11M	-676.75K	-30.85%
Jun 30, 2026	ROYAL BANK OF CANADA	3.85%	1.01M	48.74M	-26.28K	-2.53%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.7%	709.56K	34.19M	-41.89K	-5.57%
Jun 30, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.59%	155.65K	7.5M	5.09K	+3.38%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.58%	152.13K	7.33M	39.01K	+34.49%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.84%	220.27K	10.62M	-3.2K	-1.43%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	13.8K	665.02K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.56%	146.32K	7.05M	34.39K	+30.73%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.47%	123.35K	5.94M	-6.83K	-5.25%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.4%	105.26K	5.07M	-22.17K	-17.40%
Jun 30, 2026	BERNARDO WEALTH PLANNING LLC	0.2%	53.64K	2.58M	62	+0.12%
Mar 31, 2026	SG AMERICAS SECURITIES, LLC	0.11%	30K	1.3M	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	30.23K	1.4M	8.8K	+41.08%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.13%	33.49K	1.45M	8.42K	+33.60%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	111.93K	4.85M	-10.54K	-8.61%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.43%	113.12K	4.9M	74.47K	+192.66%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	18.06K	782.98K	2.08K	+13.02%
Mar 31, 2026	MUTUAL ADVISORS, LLC	0.18%	45.91K	1.99M	19.25K	+72.24%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.09%	23.72K	1.03M	-1.73K	-6.81%
Mar 31, 2026	MORGAN STANLEY	17.44%	4.55M	197.33M	389.69K	+9.36%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.85%	1.01M	43.59M	27.6K	+2.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	8.4%	2.19M	95.1M	78.77K	+3.72%
Mar 31, 2026	UBS GROUP AG	0.16%	42.65K	1.85M	4.89K	+12.96%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.2%	51.51K	2.23M	-1.13K	-2.15%
Mar 31, 2026	STILLWATER WEALTH MANAGEMENT GROUP	0.14%	37.75K	1.64M	7.63K	+25.31%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	23.95K	1.04M	-83	-0.35%
Mar 31, 2026	BKM WEALTH MANAGEMENT, LLC	0.1%	26.19K	1.14M	947	+3.75%
Mar 31, 2026	CREATIVE PLANNING	0.13%	33.65K	1.46M	0	0
Mar 31, 2026	PITTI GROUP WEALTH MANAGEMENT, LLC	0.13%	35.06K	1.52M	1.7K	+5.08%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.14%	36.13K	1.57M	8.31K	+29.85%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.14%	37.39K	1.62M	866	+2.37%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.2%	51.99K	2.25M	-12.03K	-18.79%
Mar 31, 2026	BERNARDO WEALTH PLANNING LLC	0.21%	53.57K	2.32M	-462	-0.86%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.23%	58.85K	2.55M	3.02K	+5.40%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.23%	61.21K	2.79M	15.44K	+33.74%
Mar 31, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.58%	150.56K	6.53M	7.09K	+4.94%
Mar 31, 2026	ADVISOR OS, LLC	0.65%	170K	7.37M	3.2K	+1.92%
Mar 31, 2026	MJP ASSOCIATES INC /ADV	0.65%	170K	7.37M	3.2K	+1.92%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	179.73K	7.79M	-11.73K	-6.12%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.86%	223.47K	9.69M	6.41K	+2.95%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.92%	240.27K	10.42M	11.07K	+4.83%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	1.22%	318.45K	13.8M	6.53K	+2.09%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.88%	751.45K	32.58M	-40.98K	-5.17%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	3.31%	864.41K	37.47M	79.79K	+10.17%
Mar 31, 2026	WICK CAPITAL PARTNERS, LLC	0.11%	28.27K	1.23M	2.55K	+9.93%
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.07%	279.32K	12.11M	14.86K	+5.62%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.05%	12.14K	526.36K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	13.8K	598.23K	-2.2K	-13.75%
Mar 31, 2026	BOS ASSET MANAGEMENT, LLC	0.05%	14.3K	619.68K	0	0
Mar 31, 2026	ZHANG FINANCIAL LLC	0.06%	14.9K	645.92K	14.9K	+100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.06%	15.81K	685.28K	15.81K	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.06%	16.25K	704.35K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.07%	17.45K	756.24K	8.07K	+86.14%
Mar 31, 2026	RICHMOND INVESTMENT SERVICES, LLC	0.08%	22.17K	960.99K	-308.3K	-93.29%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.24%	61.91K	2.68M	32.63K	+111.46%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.26%	68.16K	2.95M	15.43K	+29.26%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.35%	90.6K	3.93M	1.98K	+2.23%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.5%	1.44M	62.28M	61.47K	+4.47%
Mar 31, 2026	ALPINE BANK WEALTH MANAGEMENT	0.08%	19.72K	854.91K	-613	-3.01%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	20.06K	869.58K	1.1K	+5.80%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.08%	21.73K	941.84K	20	+0.09%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.49%	127.43K	5.52M	127.43K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.5%	130.18K	5.64M	-8.75K	-6.30%
Mar 31, 2026		0.08%	21.86K	947.5K	5.21K	+31.30%
Mar 31, 2026	ROYAL BANK OF CANADA	3.97%	1.04M	44.98M	-12.99K	-1.24%
Mar 31, 2026	LPL FINANCIAL LLC	4.71%	1.23M	53.34M	116.16K	+10.42%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0.16%	41.79K	1.81M	14.66K	+54.04%
Mar 31, 2026	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.19%	49.84K	2.16M	49.84K	+100.00%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	30.01K	1.3M	-1.74K	-5.49%
Dec 31, 2025	UBS GROUP AG	0.14%	37.76K	1.72M	22.32K	+144.57%
Dec 31, 2025	SAGEGUARD FINANCIAL GROUP, LLC	0.15%	38.65K	1.76M	38.65K	+100.00%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.17%	45.77K	2.09M	45.77K	+100.00%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	52.64K	2.4M	997	+1.93%
Dec 31, 2025	BERNARDO WEALTH PLANNING LLC	0.22%	54.04K	2.47M	2.41K	+4.66%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.22%	55.83K	2.55M	37.41K	+203.00%
Dec 31, 2025	CAP PARTNERS, LLC	0.04%	10.75K	490.41K	-1.76K	-14.07%
Dec 31, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.04%	11.25K	513.38K	11.25K	+100.00%
Dec 31, 2025	BOS ASSET MANAGEMENT, LLC	0.06%	14.3K	652.28K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.06%	14.99K	676.05K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	3.94%	1.05M	47.94M	14.19K	+1.37%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.25%	64.02K	2.92M	20.65K	+47.59%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	122.47K	5.59M	22.01K	+21.91%
Dec 31, 2025	MJP ASSOCIATES INC /ADV	0.64%	166.8K	7.61M	17.17K	+11.48%
Dec 31, 2025	ADVISOR OS, LLC	0.66%	166.8K	7.61M	7.36K	+4.62%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	191.46K	8.74M	13.56K	+7.62%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.81%	217.06K	9.9M	10.37K	+5.02%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.91%	229.19K	10.46M	-9.42K	-3.95%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	1.01%	264.46K	12.07M	4.13K	+1.59%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	1.24%	311.92K	14.23M	225.23K	+259.79%
Dec 31, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.26%	330.46K	15.08M	10.63K	+3.32%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.97%	792.43K	36.16M	286.88K	+56.74%
Dec 31, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.11%	27.13K	1.24M	1.71K	+6.73%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.57%	143.47K	6.55M	31.22K	+27.81%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	21.43K	988.99K	2K	+10.27%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.09%	24.03K	1.1M	294	+1.24%
Dec 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.1%	25.25K	1.15M	5.56K	+28.24%
Dec 31, 2025	MUTUAL ADVISORS, LLC	0.11%	26.65K	1.22M	18.02K	+208.56%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	25.07K	1.14M	2.21K	+9.68%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.11%	27.83K	1.27M	27.83K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	16K	730.08K	-29	-0.18%
Dec 31, 2025	PRIVATE TRUST CO NA	0.06%	16.25K	741.4K	3K	+22.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.16%	1.38M	62.75M	77.16K	+5.94%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	8.05%	2.12M	96.51M	235.95K	+12.56%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.12%	29.28K	1.34M	4.05K	+16.06%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	31.76K	1.45M	-43.17K	-57.62%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.12%	30K	1.37M	0	0
Dec 31, 2025	STILLWATER WEALTH MANAGEMENT GROUP	0.12%	30.13K	1.37M	15.66K	+108.19%
Dec 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.13%	33.37K	1.52M	-756	-2.22%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	9.91K	452.38K	1.06K	+11.98%
Dec 31, 2025	CREATIVE PLANNING	0.13%	33.65K	1.54M	0	0
Dec 31, 2025	PFG INVESTMENTS, LLC	0.55%	138.93K	6.34M	19.26K	+16.10%
Dec 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.07%	17.73K	809.1K	193	+1.10%
Dec 31, 2025		0.13%	32.6K	1.49M	5	+0.02%
Dec 31, 2025	MGO ONE SEVEN LLC	0.04%	10.39K	474.01K	-2.21K	-17.52%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.34%	88.62K	4.04M	88.62K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.12%	784.62K	35.8M	27.9K	+3.69%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.89%	977.89K	44.62M	50.06K	+5.40%
Dec 31, 2025	LPL FINANCIAL LLC	4.26%	1.11M	50.85M	202.22K	+22.17%
Dec 31, 2025	MORGAN STANLEY	15.61%	4.16M	189.92M	935.44K	+28.99%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.14%	36.52K	1.67M	1.16K	+3.28%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.21%	52.73K	2.41M	19.02K	+56.42%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	15.76K	719.04K	2.24K	+16.54%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.06%	15.98K	729.2K	5.07K	+46.44%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.17%	43.76K	2M	8.38K	+23.68%
Dec 31, 2025	WICK CAPITAL PARTNERS, LLC	0.1%	25.72K	1.17M	2.94K	+12.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.07%	18.96K	865.12K	-3.4K	-15.21%
Dec 31, 2025	ALPINE BANK WEALTH MANAGEMENT	0.08%	20.33K	927.84K	758	+3.87%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	21.71K	990.43K	-10.62K	-32.84%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.06%	238.62K	10.76M	9.66K	+4.22%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.92%	206.69K	9.32M	153	+0.07%
Sep 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.42%	319.84K	14.43M	856	+0.27%
Sep 30, 2025	ROYAL BANK OF CANADA	4.61%	1.04M	46.75M	31.74K	+3.16%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.53%	119.67K	5.4M	-14.92K	-11.08%
Sep 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.5%	112.26K	5.06M	-6.24K	-5.26%
Sep 30, 2025	KKM FINANCIAL LLC	0.08%	17.45K	787.28K	210	+1.22%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	17.14K	773.03K	1.15K	+7.17%
Sep 30, 2025	MORGAN STANLEY	14.35%	3.23M	145.56M	427.52K	+15.27%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	8.35%	1.88M	84.76M	220.26K	+13.28%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	100.46K	4.48M	21.1K	+26.58%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.33%	74.93K	3.38M	-34.55K	-31.56%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.19%	43.38K	1.96M	22.95K	+112.32%
Sep 30, 2025	SG AMERICAS SECURITIES, LLC	0.13%	30K	1.35M	0	0
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.11%	25.42K	1.15M	-2.42K	-8.70%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.11%	25.23K	1.14M	4.43K	+21.30%
Sep 30, 2025	WICK CAPITAL PARTNERS, LLC	0.1%	22.78K	1.03M	19.24K	+543.71%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	18.43K	831.24K	5.77K	+45.62%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	15.11K	681.66K	15.11K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.07%	14.99K	676.05K	128	+0.86%
Sep 30, 2025	PRIVATE TRUST CO NA	0.06%	13.25K	597.62K	9.45K	+248.82%
Sep 30, 2025	MGO ONE SEVEN LLC	0.06%	12.59K	568.1K	1	+0.01%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.06%	14.3K	644.84K	70	+0.49%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.05%	11.7K	527.79K	11.7K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	10.91K	492.28K	3.03K	+38.37%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	9.85K	444.29K	9.85K	+100.00%
Sep 30, 2025	SMITH CHAS P & ASSOCIATES PA CPAS	0.04%	9K	405.99K	9K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	8.85K	399.36K	-43	-0.48%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.04%	8.64K	392.24K	-809	-8.56%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	8.38K	378.28K	268	+3.30%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.04%	8K	360.88K	0	0
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	7.52K	339.02K	7.52K	+100.00%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.03%	7.27K	327.9K	-7.82K	-51.83%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	7.23K	325.98K	-96	-1.31%
Sep 30, 2025	SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC	0.03%	6.88K	310.22K	50	+0.73%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	6.29K	283.54K	8	+0.13%
Sep 30, 2025	GUARDIAN FINANCIAL PARTNERS, LLC	0.03%	6.2K	279.68K	6.2K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	5.65K	255K	5.65K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.77%	1.3M	58.56M	198.61K	+18.06%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.12%	927.83K	41.85M	64.41K	+7.46%
Sep 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	34.12K	1.54M	1.98K	+6.17%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	0.15%	33.71K	1.53M	33.71K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.15%	33.65K	1.52M	-3.03K	-8.27%
Sep 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.06%	13.61K	613.76K	-1.34K	-8.98%
Sep 30, 2025		0.14%	32.6K	1.47M	32.6K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.39%	86.7K	3.91M	-1.41K	-1.60%
Sep 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.08%	17.54K	791.18K	-8.46K	-32.55%
Sep 30, 2025	ADVISOR OS, LLC	0.71%	159.44K	7.19M	-8.95K	-5.32%
Sep 30, 2025	STILLWATER WEALTH MANAGEMENT GROUP	0.06%	14.47K	652.74K	14.47K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	22.36K	1.01M	2.1K	+10.38%
Sep 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.09%	19.69K	888.17K	229	+1.18%
Sep 30, 2025	ALPINE BANK WEALTH MANAGEMENT	0.09%	19.58K	883.07K	16.77K	+598.15%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.09%	19.43K	901.31K	4.44K	+29.59%
Sep 30, 2025	LPL FINANCIAL LLC	4.06%	912.15K	41.15M	-85.24K	-8.55%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.36%	756.72K	34.14M	25.51K	+3.49%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.25%	505.56K	22.81M	293.08K	+137.93%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	16.03K	723.08K	10.3K	+179.79%
Sep 30, 2025	UBS GROUP AG	0.07%	15.44K	696.41K	8.4K	+119.20%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	32.32K	1.46M	5.88K	+22.26%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	23.74K	1.07M	-86	-0.36%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.1%	22.86K	1.03M	6.59K	+40.52%
Sep 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.08%	16.87K	761.01K	13	+0.08%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	13.52K	609.98K	0	0
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.06%	12.54K	565.73K	1K	+8.66%
Sep 30, 2025	CAP PARTNERS, LLC	0.06%	12.51K	564.23K	2.52K	+25.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	177.9K	8.03M	46.63K	+35.53%
Sep 30, 2025	MJP ASSOCIATES INC /ADV	0.67%	149.63K	6.75M	-34.62K	-18.79%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.23%	51.65K	2.33M	1.02K	+2.01%
Sep 30, 2025	BERNARDO WEALTH PLANNING LLC	0.23%	51.63K	2.33M	7.93K	+18.15%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.2%	44.36K	2M	670	+1.53%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.16%	35.38K	1.6M	26.04K	+278.59%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.16%	35.36K	1.6M	-974	-2.68%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.17%	36.33K	1.54M	14.53K	+66.63%
Jun 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.57%	118.49K	5.03M	4.73K	+4.16%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.63%	131.26K	5.57M	26.82K	+25.68%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.74%	154.84K	6.57M	31.39K	+25.42%
Jun 30, 2025	ADVISOR OS, LLC	0.8%	168.39K	7.14M	19.13K	+12.82%
Jun 30, 2025	MJP ASSOCIATES INC /ADV	0.88%	184.24K	7.82M	34.99K	+23.44%
Jun 30, 2025	ROYAL BANK OF CANADA	4.8%	1M	42.63M	108.96K	+12.16%
Jun 30, 2025	RICHMOND INVESTMENT SERVICES, LLC	1.52%	318.98K	13.53M	162.91K	+104.38%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.64%	134.58K	5.71M	11.09K	+8.98%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.99%	206.54K	8.76M	-117.76K	-36.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.01%	212.48K	9.02M	212.48K	+10,623,900.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.09%	228.96K	9.71M	228.96K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	4.76%	997.38K	42.32M	44.51K	+4.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.25%	1.1M	46.65M	-594.63K	-35.10%
Jun 30, 2025	PINNACLE FINANCIAL PARTNERS INC	0.08%	16.86K	715.24K	16.86K	+100.00%
Jun 30, 2025	MORGAN STANLEY	13.36%	2.8M	118.77B	227.22K	+8.83%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.06%	11.54K	489.69K	0	0
Jun 30, 2025	MGO ONE SEVEN LLC	0.06%	12.59K	534.31K	12.59K	+100.00%
Jun 30, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.07%	14.95K	631.8K	691	+4.85%
Jun 30, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.12%	26K	1.1M	-105.54K	-80.23%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	26.44K	1.12M	763	+2.97%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.13%	27.84K	1.18M	27.84K	+100.00%
Jun 30, 2025	MORSE ASSET MANAGEMENT, INC	0.14%	29.73K	1.26M	1.35K	+4.74%
Jun 30, 2025	BROWN ADVISORY INC	0.05%	11.03K	467.83K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	15.99K	678.5K	163	+1.03%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.08%	16.27K	690.21K	5.09K	+45.47%
Jun 30, 2025	KKM FINANCIAL LLC	0.08%	17.24K	731.56K	-2.57K	-12.96%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	79.37K	3.37M	24.06K	+43.51%
Jun 30, 2025	BKM WEALTH MANAGEMENT, LLC	0.09%	19.46K	825.68K	6.52K	+50.41%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.1%	20.8K	882.44K	923	+4.64%
Jun 30, 2025	SG AMERICAS SECURITIES, LLC	0.14%	30K	1.27M	0	0
Jun 30, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.15%	32.14K	1.36M	2.03K	+6.74%
Jun 30, 2025	CREATIVE PLANNING	0.18%	36.68K	1.56M	-3.67K	-9.09%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.03%	6.28K	266.34K	6.28K	+100.00%
Jun 30, 2025	SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC	0.03%	6.83K	289.67K	364	+5.63%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	7.92%	1.66M	70.38M	316.26K	+23.56%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.04%	8K	339.44K	0	0
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.04%	8.9K	377.46K	1.12K	+14.36%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.04%	9.35K	396.55K	-927	-9.02%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.07%	15.09K	640.28K	-13.7K	-47.59%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.49%	731.21K	31.03M	66.19K	+9.95%
Jun 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0%	0	-	-22.95K	-100.00%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0%	0	-	-4.79K	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-1.55K	-100.00%
Jun 30, 2025	WBI INVESTMENTS, INC.	0%	0	-	-28.15K	-100.00%
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0%	0	-	-25	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.21K	-100.00%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0%	1	43	0	0
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	62	2.63K	3	+5.08%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0%	175	7.43K	175	+100.00%
Jun 30, 2025	ORG PARTNERS LLC	0%	262	11.12K	262	+100.00%
Jun 30, 2025	MARK SHEPTOFF FINANCIAL PLANNING, LLC	0%	448	19.02K	119	+36.17%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	556	23.59K	125	+29.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	624	26.47K	7	+1.13%
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.01%	1.6K	67.8K	1.6K	+100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	2.14K	90.89K	1.02K	+91.59%
Jun 30, 2025		1.52%	318.98K	13.53M	162.91K	+104.38%
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	3.8K	161.15K	3.8K	+100.00%
Jun 30, 2025	GAINPLAN LLC	0.02%	5.05K	214.27K	-191	-3.64%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	5.72K	242.78K	5.72K	+100.00%
Jun 30, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.03%	5.79K	245.63K	489	+9.23%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.12%	863.42K	36.63M	94.22K	+12.25%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.19%	39.92K	1.69M	21.25K	+113.78%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.21%	43.69K	1.85M	-1.05K	-2.35%
Jun 30, 2025	BERNARDO WEALTH PLANNING LLC	0.21%	43.7K	1.85M	35.69K	+445.83%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	50.63K	2.15M	5.44K	+12.04%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.52%	109.48K	4.65M	15.72K	+16.77%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	7.54K	319.97K	411	+5.76%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	7.89K	334.65K	-4.8K	-37.83%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	8.11K	344.45K	-1.43K	-14.98%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	8.88K	376.69K	-432	-4.64%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.05%	9.45K	411.44K	872	+10.17%
Jun 30, 2025	CAP PARTNERS, LLC	0.05%	9.99K	423.85K	962	+10.66%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.06%	13.52K	573.74K	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.07%	14.86K	630.46K	3.86K	+35.08%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	12.65K	536.93K	-46	-0.36%
Jun 30, 2025	BOS ASSET MANAGEMENT, LLC	0.07%	14.23K	603.55K	891	+6.68%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	14.99K	650.11K	1.31K	+9.53%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	20.26K	859.59K	2.87K	+16.50%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.1%	20.43K	866.84K	3.37K	+19.73%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	23.83K	1.01M	124	+0.52%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	104.44K	4.4M	63.11K	+152.72%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	13.69K	537.67K	1.97K	+16.83%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.61%	113.76K	4.79M	32.12K	+39.35%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.66%	123.45K	5.2M	16.05K	+14.94%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.66%	123.49K	5.2M	25.12K	+25.54%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.05%	10.27K	432.39K	-198	-1.89%
Mar 31, 2025	COLONY GROUP, LLC	0.06%	11K	462.99K	4K	+57.14%
Mar 31, 2025	BROWN ADVISORY INC	0.06%	11.03K	464.08K	11.03K	+100.00%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.06%	11.18K	470.65K	6.6K	+143.83%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	15.83K	666.2K	3.33K	+26.61%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.12%	21.8K	918K	21.8K	+100.00%
Mar 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	0.12%	22.95K	966.03K	-13K	-36.16%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	23.7K	997.62K	23.7K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	55.3K	2.33M	37.78K	+215.70%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.5%	93.75K	3.95M	24.9K	+36.17%
Mar 31, 2025	REQUISITE CAPITAL MANAGEMENT, LLC	0.7%	131.54K	5.54M	18.2K	+16.06%
Mar 31, 2025	ADVISOR OS, LLC	0.8%	149.26K	6.28M	38.05K	+34.21%
Mar 31, 2025	MJP ASSOCIATES INC /ADV	0.8%	149.26K	6.28M	42.53K	+39.85%
Mar 31, 2025		0.83%	156.07K	6.57M	84.71K	+118.70%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.73%	324.29K	13.65M	79.13K	+32.28%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.55%	665.03K	27.99M	396.27K	+147.45%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	25.68K	1.08M	9.88K	+62.59%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.1%	769.2K	32.38M	-336.58K	-30.44%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.15%	28.15K	1.19M	-7.81K	-21.72%
Mar 31, 2025	MORSE ASSET MANAGEMENT, INC	0.15%	28.38K	1.19M	515	+1.85%
Mar 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.15%	28.79K	1.21M	5.93K	+25.94%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.16%	30K	1.26M	0	0
Mar 31, 2025	PITTI GROUP WEALTH MANAGEMENT, LLC	0.16%	30.11K	1.27M	1.83K	+6.47%
Mar 31, 2025	CREATIVE PLANNING	0.21%	40.35K	1.7M	40.35K	+100.00%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.06%	11.54K	485.76K	11.54K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.07%	12.69K	534K	0	0
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.07%	12.7K	534.56K	1.26K	+11.05%
Mar 31, 2025	BKM WEALTH MANAGEMENT, LLC	0.07%	12.94K	544.52K	1.58K	+13.95%
Mar 31, 2025	BOS ASSET MANAGEMENT, LLC	0.07%	13.33K	561.22K	2.36K	+21.47%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.07%	13.52K	502.07K	0	0
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.09%	17.06K	718.23K	8.51K	+99.39%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	17.39K	731.9K	-388	-2.18%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.1%	18.67K	785.95K	18.67K	+100.00%
Mar 31, 2025	KKM FINANCIAL LLC	0.11%	19.81K	833.8K	3.94K	+24.81%
Mar 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.11%	19.87K	836.52K	-490	-2.41%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.24%	44.74K	1.88M	4.02K	+9.86%
Mar 31, 2025	ELDRIDGE INVESTMENT ADVISORS, INC.	0.08%	14.26K	600.12K	1.05K	+7.91%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	15.37K	646.92K	3.12K	+25.42%
Mar 31, 2025	ROYAL BANK OF CANADA	4.78%	895.73K	37.7M	156.47K	+21.17%
Mar 31, 2025	LPL FINANCIAL LLC	5.08%	952.88K	40.11M	165.6K	+21.03%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.16%	1.34M	56.51M	230.13K	+20.69%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	9.04%	1.69M	71.3M	829.2K	+95.87%
Mar 31, 2025	MORGAN STANLEY	13.72%	2.57M	108.26M	2.05M	+389.52%
Mar 31, 2025	GRANT/GROSSMENDELSOHN, LLC	0.06%	11.54K	455.99K	-3.41K	-22.82%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.24%	45.19K	1.9M	16.64K	+58.27%

ISPY Stock Ownership Breakdown

ProShares - S&P 500 High Income ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions