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

Who are the major shareholders selling Innovator Russell 2000 Power Buffer ETF - July stock?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, in the last quarter, reduced its stake in KJUL by -3.02% restricting it's holding to 16 thousand shares of worth nearly $543.38K. RED CRANE WEALTH MANAGEMENT, LLC also lessened -2.83% of the KJUL shares from its portfolio, reducing its holding to 78.16 thousand shares of worth $2.66M. WORTHPOINTE, LLC also shunned KJUL shares holding by -1.71% last quarter which brought its holding to 24.73 thousand shares worth $840.04K.

Investors who are buying KJUL stock?

As per its latest 13F filing, FIRST COMMONWEALTH FINANCIAL CORP /PA/ increased its stake in KJUL by 100% in the last quarter. The institutional holder raised its holding to 18.1 thousand shares having worth more than $614.69K. also added 1.87% more shares of KJUL to its portfolio, raising its holding to 13.7 thousand shares of worth $465.49K. CORNERSTONE WEALTH, LLC/TN also increased its KJUL shares holding by 224.06% which brought its holding to 111.08 thousand shares worth $3.75M.

KJUL's major insiders: who are they?

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

Did an insider recently sell KJUL stock?

Company executives, directors, and other insiders own N/A percent of Innovator Russell 2000 Power Buffer ETF - July's stock. Within the last six months, there have been 0 transaction(s) in which KJUL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased KJUL stock?

There have been 0 transaction(s) during the past 6-months in which Innovator Russell 2000 Power Buffer ETF - July insiders have bought stock, totalling 0 shares

How much of KJUL does insiders own?

Around 0 Innovator Russell 2000 Power Buffer ETF - July shares are held by insiders, which represents about N/A of KJUL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in KJUL?

FIRST COMMONWEALTH FINANCIAL CORP /PA/ is the largest institutional owner in KJUL which holds 18.1 thousand shares worth $614.69K or 0.46% of the total KJUL shares outstanding followed by with ownership of 13.7 thousand shares representing 0.34% of the KJUL ownership. WEALTH ALLIANCE is the third largest stakeholder with 16.07 thousand shares or 0.41% of the ownership worth more than $546.02K.

Is Innovator Russell 2000 Power Buffer ETF - July 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 KJUL is concerned, it is a stock which is not optionable.

Is there a short position on KJUL's shares?

Number of KJUL 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 KJUL shares are there?

As of today, null shares of KJUL are outstanding.

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

KJUL 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 KJUL is null.

Innovator Russell 2000 Power Buffer ETF - July (KJUL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. FIRST COMMONWEALTH FINANCIAL CORP /PA/ is the top corporate investor, holding 18.1K shares valued at $614.69K. A 0.46% stake in Innovator Russell 2000 Power Buffer ETF - July is owned by the company. owns 13.7K shares valued at $465.49K, which translates its holding of 0.34% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.46%	18.1K	614.69K	18.1K	+100.00%
Jun 30, 2026		0.34%	13.7K	465.49K	252	+1.87%
Jun 30, 2026	WEALTH ALLIANCE	0.41%	16.07K	546.02K	0	0
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.41%	16K	543.38K	-498	-3.02%
Jun 30, 2026	RED CRANE WEALTH MANAGEMENT, LLC	1.98%	78.16K	2.66M	-2.28K	-2.83%
Jun 30, 2026	CORNERSTONE WEALTH, LLC/TN	2.82%	111.08K	3.75M	76.8K	+224.06%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.62%	24.48K	831.42K	5.21K	+27.06%
Jun 30, 2026	WORTHPOINTE, LLC	0.63%	24.73K	840.04K	-430	-1.71%
Jun 30, 2026	LPL FINANCIAL LLC	2.24%	88.25K	3M	28.38K	+47.39%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	2.28%	89.91K	3.05M	-519	-0.57%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	2.6%	102.58K	3.48M	-2.14K	-2.04%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.5%	256.24K	8.7M	-2.1K	-0.81%
Jun 30, 2026	MILLER FINANCIAL SERVICES LLC	0.27%	10.71K	363.86K	0	0
Jun 30, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.24%	9.48K	320.75K	1.64K	+20.94%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.55%	21.54K	732K	409	+1.94%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.93%	76.26K	2.59M	9.82K	+14.77%
Jun 30, 2026	BCS WEALTH MANAGEMENT	0.36%	14.07K	477.82K	-61	-0.43%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.37%	14.77K	501.67K	-3.3K	-18.25%
Jun 30, 2026	FSA ADVISORS, INC.	0.37%	14.77K	501.74K	3.04K	+25.92%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.39%	15.45K	524.87K	299	+1.97%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.56%	21.98K	746.8K	-5.65K	-20.45%
Jun 30, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.6%	23.72K	805.84K	160	+0.68%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.61%	24.23K	823.2K	-380	-1.54%
Jun 30, 2026	FORVIS WEALTH ADVISORS, LLC	0.23%	9.24K	313.85K	-804	-8.01%
Jun 30, 2026	ADVISOR OS, LLC	0.23%	9.23K	313.41K	0	0
Jun 30, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.22%	8.99K	305.22K	-1.07K	-10.66%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.6%	62.99K	2.14M	-32.95K	-34.35%
Jun 30, 2026	COMPASS ADVISORY GROUP LLC	1.35%	53.36K	1.81M	-755	-1.40%
Jun 30, 2026	COLONY GROUP, LLC	0.95%	37.44K	1.27M	0	0
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.11%	43.96K	1.49M	-2.09K	-4.54%
Jun 30, 2026	FRAGASSO GROUP INC.	1.02%	40.08K	1.36M	-553	-1.36%
Jun 30, 2026	GILL CAPITAL PARTNERS, LLC	0.8%	31.61K	1.07M	-805	-2.48%
Jun 30, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.87%	34.22K	1.16M	-843	-2.40%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	1.73%	68.39K	2.32M	0	0
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.83%	32.55K	1.11M	0	0
Jun 30, 2026	GLOBAL TRUST WEALTH MANAGEMENT LLC	0.43%	17K	577.49K	0	0
Jun 30, 2026	LONG ISLAND WEALTH MANAGEMENT, INC.	1.35%	53.2K	1.81M	8.68K	+19.51%
Jun 30, 2026	XML FINANCIAL, LLC	1.28%	50.5K	1.72M	-77.69K	-60.61%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.19%	86.46K	2.6M	38.13K	+78.91%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	30.31K	1.03M	-4K	-11.66%
Jun 30, 2026	KEATING FINANCIAL ADVISORY SERVICES, INC.	0.35%	13.7K	465.49K	252	+1.87%
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.29%	11.39K	386.99K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.68%	145.33K	4.94M	34.57K	+31.21%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	1.82%	71.59K	2.43M	-662	-0.92%
Jun 30, 2026	BFI WEALTH SOLUTIONS, LLC	1.69%	66.82K	2.27M	4.15K	+6.63%
Jun 30, 2026	DILIGENT INVESTORS, LLC	1.45%	57.16K	1.94M	0	0
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	1.01%	39.79K	1.35M	4.66K	+13.25%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.33%	13.03K	442.56K	-937.74K	-98.63%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.31%	12.17K	407.97K	-2.39K	-16.39%
Jun 30, 2026	IFP ADVISORS, INC	0.69%	27.26K	925.99K	-80	-0.29%
Jun 30, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.66%	25.85K	878K	-164	-0.63%
Jun 30, 2026	GWN SECURITIES INC.	0.63%	24.77K	841.34K	24.77K	+100.00%
Jun 30, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.5%	19.71K	669.62K	-907	-4.40%
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.46%	18.32K	622.4K	0	0
Mar 31, 2026		0.34%	13.45K	430.83K	-1.12K	-7.69%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.24%	9.99K	319.97K	-108	-1.07%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.24%	10.04K	321.68K	-1.25K	-11.04%
Mar 31, 2026	FSA ADVISORS, INC.	0.3%	11.73K	375.71K	0	0
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.29%	11.39K	364.88K	-9.85K	-46.37%
Mar 31, 2026	MILLER FINANCIAL SERVICES LLC	0.27%	10.71K	343.08K	-250	-2.28%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.36%	14.13K	452.48K	-14.35K	-50.39%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.37%	14.56K	484.4K	-2.22K	-13.24%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.39%	15.15K	485.32K	-1.69K	-10.01%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	1.74%	68.39K	2.19M	-450	-0.65%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	1.84%	72.25K	2.31M	-1.02K	-1.40%
Mar 31, 2026	RED CRANE WEALTH MANAGEMENT, LLC	2.05%	80.44K	2.58M	5.58K	+7.46%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	2.3%	90.43K	2.9M	-235	-0.26%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	2.44%	95.95K	3.07M	16.13K	+20.21%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.66%	104.72K	3.35M	-3.92K	-3.61%
Mar 31, 2026	XML FINANCIAL, LLC	3.26%	128.19K	4.11M	-5.11K	-3.83%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.47%	18.32K	586.85K	0	0
Mar 31, 2026	BCGM WEALTH MANAGEMENT, LLC	0.19%	7.61K	243.75K	0	0
Mar 31, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.19%	7.84K	252.8K	-2.57K	-24.65%
Mar 31, 2026	CROWN WEALTH GROUP, LLC	0.19%	7.95K	254.51K	0	0
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.21%	8.48K	271.65K	-430	-4.83%
Mar 31, 2026	PFS PARTNERS, LLC	0.22%	9.15K	292.98K	0	0
Mar 31, 2026	ADVISOR OS, LLC	0.22%	9.23K	295.51K	9.23K	+100.00%
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.23%	9.25K	296.21K	-3.12K	-25.23%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.57%	258.33K	8.27M	-5.2K	-1.97%
Mar 31, 2026	WEALTH ALLIANCE	0.41%	16.07K	514.84K	-172	-1.06%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.42%	16.49K	528.3K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.46%	18.07K	578.62K	-197.43K	-91.62%
Mar 31, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.26%	10.06K	322.12K	0	0
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.26%	10.31K	330.29K	-54	-0.52%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.49%	19.26K	616.96K	-3.01K	-13.50%
Mar 31, 2026	CARY STREET PARTNERS FINANCIAL LLC	0.52%	20.62K	660.42K	-83.97K	-80.29%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.53%	20.89K	668.97K	-24.52K	-54.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.54%	21.13K	677K	0	0
Mar 31, 2026	STRAIGHT PATH WEALTH MANAGEMENT	0.6%	23.56K	754.69K	87	+0.37%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.63%	24.61K	788.35K	-625	-2.48%
Mar 31, 2026	WORTHPOINTE, LLC	0.64%	25.16K	805.84K	-456	-1.78%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.66%	26.01K	833K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.7%	27.34K	875.66K	1.1K	+4.20%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.7%	27.64K	885.14K	-5	-0.02%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.82%	32.42K	1.04M	0	0
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.83%	32.55K	1.04M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	34.31K	1.1M	-1.67K	-4.64%
Mar 31, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.89%	35.07K	1.12M	-767	-2.14%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.89%	35.13K	1.15M	5.49K	+18.51%
Mar 31, 2026	COLONY GROUP, LLC	0.95%	37.44K	1.2M	-250	-0.66%
Mar 31, 2026	FRAGASSO GROUP INC.	1.03%	40.64K	1.31M	-343	-0.84%
Mar 31, 2026	LONG ISLAND WEALTH MANAGEMENT, INC.	1.13%	44.51K	1.43M	-1.37K	-2.99%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	1.17%	46.05K	1.48M	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.23%	48.33K	1.31M	-9.19K	-15.98%
Mar 31, 2026	COMPASS ADVISORY GROUP LLC	1.38%	54.12K	1.73M	-429.61K	-88.81%
Mar 31, 2026	DILIGENT INVESTORS, LLC	1.45%	57.16K	1.83M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	1.52%	59.88K	1.92M	1.76K	+3.02%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.69%	66.44K	2.13M	-6.5K	-8.91%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.82%	110.76K	3.55M	-37.83K	-25.46%
Mar 31, 2026	ALLWORTH FINANCIAL LP	24.19%	950.77K	30.45M	943.61K	+13,171.50%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.19%	8.91K	282.49K	-1.4K	-13.57%
Dec 31, 2025	PFS PARTNERS, LLC	0.19%	9.15K	289.97K	0	0
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.35%	16.78K	544.69K	0	0
Dec 31, 2025		0.34%	14.57K	461.94K	14.57K	+100.00%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.39%	16.49K	522.87K	0	0
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.59%	28.48K	902.71K	14.24K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.52%	22.27K	705.91K	3.69K	+19.87%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.44%	21.24K	673.36K	-59	-0.28%
Dec 31, 2025	IFP ADVISORS, INC	0.61%	26.24K	831.73K	-3.2K	-10.87%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.75%	35.98K	1.14M	1.44K	+4.17%
Dec 31, 2025	COLONY GROUP, LLC	0.88%	37.69K	1.19M	0	0
Dec 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.95%	45.89K	1.45M	1.1K	+2.46%
Dec 31, 2025	OLD MISSION CAPITAL LLC	1.06%	45.41K	1.44M	45.41K	+100.00%
Dec 31, 2025	DILIGENT INVESTORS, LLC	1.19%	57.16K	1.81M	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.2%	57.51K	1.85M	-348	-0.60%
Dec 31, 2025	LPL FINANCIAL LLC	1.36%	58.12K	1.84M	11.03K	+23.42%
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.24%	10.06K	318.81K	0	0
Dec 31, 2025	FSA ADVISORS, INC.	0.24%	11.73K	371.85K	0	0
Dec 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.29%	12.37K	392.11K	-342	-2.69%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.22%	9.52K	301.89K	64	+0.68%
Dec 31, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.22%	10.41K	332.64K	0	0
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.21%	10.1K	69.27K	10.1K	+100.00%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.59%	25.24K	800.06K	-598	-2.31%
Dec 31, 2025	RED CRANE WEALTH MANAGEMENT, LLC	1.56%	74.86K	2.37M	-800	-1.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.47%	148.58K	4.71M	-11.64K	-7.26%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	4.48%	215.5K	6.83M	-4.18K	-1.90%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.16%	263.53K	8.35M	-1.56K	-0.59%
Dec 31, 2025	COMPASS ADVISORY GROUP LLC	10.05%	483.73K	15.33M	15.2K	+3.24%
Dec 31, 2025	MILLER FINANCIAL SERVICES LLC	0.26%	10.96K	347.48K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	16.84K	533.78K	-548	-3.15%
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.43%	18.32K	580.82K	0	0
Dec 31, 2025	CORRADO ADVISORS, LLC	0.45%	21.51K	682.01K	-23.98K	-52.71%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.5%	21.13K	670K	-65	-0.31%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.51%	21.88K	693.71K	-10.92K	-33.29%
Dec 31, 2025	WORTHPOINTE, LLC	0.53%	25.62K	812.01K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.57%	27.64K	876.21K	-745	-2.62%
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.61%	26.01K	824K	359	+1.40%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	1.52%	73.27K	2.32M	308	+0.42%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	1.61%	68.84K	2.18M	-2.34K	-3.29%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.7%	72.95K	2.31M	-106	-0.15%
Dec 31, 2025	XML FINANCIAL, LLC	3.13%	133.3K	4.23M	-16.82K	-11.20%
Dec 31, 2025	FRAGASSO GROUP INC.	0.85%	40.98K	1.3M	-61	-0.15%
Dec 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.74%	35.83K	1.14M	-1.45K	-3.89%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.86%	79.81K	2.53M	-804	-1.00%
Dec 31, 2025	GILL CAPITAL PARTNERS, LLC	0.76%	32.42K	1.03M	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.54%	108.64K	3.44M	-19.94K	-15.51%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.76%	32.55K	1.03M	-2.88K	-8.14%
Dec 31, 2025	WEALTH ALLIANCE	0.38%	16.25K	515K	0	0
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.7%	29.64K	939.74K	4.17K	+16.38%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	2.13%	90.67K	2.87M	-857	-0.94%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.26%	11.29K	357.87K	0	0
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	2.45%	104.59K	3.32M	-50.63K	-32.62%
Dec 31, 2025	SEROS FINANCIAL, LLC	0.16%	6.7K	212.33K	0	0
Dec 31, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.55%	23.48K	744.17K	112	+0.48%
Dec 31, 2025	BCGM WEALTH MANAGEMENT, LLC	0.16%	7.61K	241.24K	0	0
Dec 31, 2025	CROWN WEALTH GROUP, LLC	0.17%	7.95K	251.89K	322	+4.22%
Dec 31, 2025	WINNOW WEALTH LLC	0.17%	7.32K	234.27K	-1.04K	-12.45%
Sep 30, 2025	MILLER FINANCIAL SERVICES LLC	0.22%	10.96K	339.36K	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.75%	37.69K	1.17M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.56%	28.39K	878.8K	3.43K	+13.75%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	17.39K	538.27K	1.93K	+12.49%
Sep 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.74%	37.28K	1.15M	-11.9K	-24.20%
Sep 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.46%	23.36K	723.32K	412	+1.80%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.42%	21.3K	659.45K	-1.07K	-4.78%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.42%	21.2K	656K	-387	-1.79%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.37%	18.58K	575.14K	4.19K	+29.15%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.36%	18.32K	567.25K	-11	-0.06%
Sep 30, 2025	WEALTH ALLIANCE	0.32%	16.25K	502.97K	1.2K	+7.97%
Sep 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.21%	10.41K	323.38K	0	0
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.7%	35.43K	1.1M	0	0
Sep 30, 2025	IFP ADVISORS, INC	0.58%	29.44K	911.37K	2.37K	+8.75%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.51%	25.47K	788.61K	5.27K	+26.11%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.19%	9.53K	295.08K	3.33K	+53.73%
Sep 30, 2025	SIGMA PLANNING CORP	0.19%	9.51K	294.52K	2.49K	+35.45%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	9.46K	292.85K	6.76K	+250.59%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.18%	9.23K	286K	9.23K	+100.00%
Sep 30, 2025	PFS PARTNERS, LLC	0.18%	9.15K	283.19K	3.24K	+54.72%
Sep 30, 2025	WINNOW WEALTH LLC	0.17%	8.36K	259.22K	8.36K	+100.00%
Sep 30, 2025	CROWN WEALTH GROUP, LLC	0.15%	7.62K	236.04K	-49.72K	-86.70%
Sep 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.15%	7.61K	235.61K	0	0
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.15%	7.57K	236.46K	7.57K	+100.00%
Sep 30, 2025	PHOENIX HOLDINGS LTD.	0.15%	7.32K	225.95K	7.32K	+100.00%
Sep 30, 2025	COMPASS ADVISORY GROUP LLC	9.3%	468.53K	14.51M	422.45K	+916.68%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.51%	25.65K	794K	1.47K	+6.10%
Sep 30, 2025	WORTHPOINTE, LLC	0.51%	25.62K	793.04K	-254	-0.98%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.9%	45.49K	1.41M	2.17K	+5.00%
Sep 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.89%	44.79K	1.39M	2.53K	+5.99%
Sep 30, 2025	FRAGASSO GROUP INC.	0.82%	41.04K	1.28M	-5.99K	-12.73%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.51%	25.84K	799.88K	947	+3.80%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.26%	265.09K	8.21M	-81.4K	-23.49%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	4.36%	219.67K	6.8M	2.96K	+1.36%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	3.08%	155.22K	4.81M	292	+0.19%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	1.45%	72.97K	2.26M	134	+0.18%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	1.41%	71.18K	2.2M	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.94%	47.09K	1.46M	5.2K	+12.41%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.28%	14.24K	440.81K	6.8K	+91.37%
Sep 30, 2025	XML FINANCIAL, LLC	2.98%	150.12K	4.65M	-1.62K	-1.06%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	1.82%	91.53K	2.83M	22.23K	+32.07%
Sep 30, 2025	RED CRANE WEALTH MANAGEMENT, LLC	1.5%	75.66K	2.34M	8.05K	+11.91%
Sep 30, 2025	LUMINIST CAPITAL LLC	0.27%	13.5K	418.02K	13.5K	+100.00%
Sep 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.25%	12.71K	393.53K	0	0
Sep 30, 2025	FSA ADVISORS, INC.	0.23%	11.73K	363.16K	-165	-1.39%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.21%	10.37K	320.93K	-456	-4.21%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.22%	11.29K	349.51K	-4.6K	-28.96%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.22%	11.2K	346.75K	0	0
Sep 30, 2025	WEALTHGARDEN F.S. LLC	0.21%	10.62K	332.27K	-56	-0.52%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	10.31K	319.2K	1.17K	+12.78%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.2%	10.06K	311.37K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.18%	160.22K	4.93M	19.09K	+13.53%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.55%	128.58K	3.98M	33.84K	+35.72%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.6%	80.62K	2.5M	-8.11K	-9.14%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	73.05K	2.26M	24.18K	+49.48%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.15%	57.86K	1.8M	-1.95K	-3.25%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	9.83K	304.37K	-527	-5.09%
Sep 30, 2025	DILIGENT INVESTORS, LLC	1.14%	57.16K	1.77M	1.86K	+3.36%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	16.78K	525.32K	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.33%	16.49K	510.65K	-527	-3.10%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.69%	34.54K	1.07M	57	+0.17%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.65%	32.81K	1.02M	32.81K	+100.00%
Sep 30, 2025	GILL CAPITAL PARTNERS, LLC	0.64%	32.42K	1M	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.21%	10.82K	318.55K	200	+1.88%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.47%	24.18K	705K	-7.61K	-23.93%
Jun 30, 2025	RED CRANE WEALTH MANAGEMENT, LLC	1.33%	67.61K	1.97M	67.61K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	4.25%	216.72K	6.33M	-236.15K	-52.15%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.96%	48.87K	1.43M	-8.83K	-15.30%
Jun 30, 2025	XML FINANCIAL, LLC	2.98%	151.74K	4.43M	151.74K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.8%	346.49K	10.12M	78.83K	+29.45%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.31%	15.89K	463.94K	-1.29K	-7.51%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	16.78K	501.17K	0	0
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.49%	24.89K	726.64K	857	+3.57%
Jun 30, 2025	WORTHPOINTE, LLC	0.51%	25.87K	755.25K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.53%	27.07K	790.28K	5.76K	+27.03%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.56%	28.6K	835.04K	-3.99K	-12.25%
Jun 30, 2025	GILL CAPITAL PARTNERS, LLC	0.64%	32.42K	946.39K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	1.4%	71.18K	2.08M	-710	-0.99%
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.22%	11.2K	326.98K	1.5K	+15.46%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.33%	17.02K	496.93K	-374	-2.15%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.36%	18.33K	535.23K	-505	-2.68%
Jun 30, 2025	LPL FINANCIAL LLC	0.82%	41.89K	1.22M	11.65K	+38.54%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.98%	50.15K	1.46M	-615	-1.21%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	1.43%	72.83K	2.13M	670	+0.93%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.74%	88.73K	2.59M	13.96K	+18.67%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.15%	7.75K	228.35K	0	0
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.18%	9.14K	266.9K	-392	-4.11%
Jun 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.2%	10.41K	307.66K	0	0
Jun 30, 2025	WEALTHGARDEN F.S. LLC	0.21%	10.68K	314.16K	-786	-6.86%
Jun 30, 2025	FSA ADVISORS, INC.	0.23%	11.9K	347.27K	-318	-2.60%
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.25%	12.71K	371.1K	0	0
Jun 30, 2025	UBS GROUP AG	0.25%	12.84K	374.89K	5.29K	+69.99%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.7%	35.43K	1.03M	1.16K	+3.37%
Jun 30, 2025	COLONY GROUP, LLC	0.74%	37.69K	1.1M	8.56K	+29.37%
Jun 30, 2025	CORRADO ADVISORS, LLC	0.85%	43.32K	1.26M	-487	-1.11%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.4%	20.2K	589.68K	4.96K	+32.51%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.42%	21.58K	630K	-584	-2.63%
Jun 30, 2025	BCGM WEALTH MANAGEMENT, LLC	0.15%	7.61K	222.17K	0	0
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.2%	10.06K	293.61K	-1.28K	-11.32%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	10.36K	302.4K	-607	-5.54%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.28%	14.38K	420K	-163	-1.12%
Jun 30, 2025	WEALTH ALLIANCE	0.3%	15.05K	439.3K	0	0
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.77%	39.13K	1.14M	3.15K	+8.77%
Jun 30, 2025	COMPASS ADVISORY GROUP LLC	0.9%	46.08K	1.35M	0	0
Jun 30, 2025	FRAGASSO GROUP INC.	0.92%	47.03K	1.37M	-4.2K	-8.20%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.44%	22.37K	653.06K	-3.06K	-12.04%
Jun 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.83%	42.26K	1.23M	9.51K	+29.04%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.86%	94.74K	2.77M	-7.6K	-7.43%
Jun 30, 2025	TREK FINANCIAL, LLC	2.12%	107.77K	3.15M	107.77K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	15.46K	451.21K	-1.27K	-7.58%
Jun 30, 2025	STRAIGHT PATH WEALTH MANAGEMENT	0.45%	22.95K	670.05K	22.95K	+100.00%
Jun 30, 2025		0.47%	24.18K	705K	-7.61K	-23.93%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.49%	24.95K	728.53K	-122	-0.49%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	34.49K	1.01M	-15.06K	-30.39%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.77%	39.29K	1.15M	0	0
Jun 30, 2025	ODONNELL FINANCIAL SERVICES, LLC	0.97%	49.19K	1.44M	-2.65K	-5.12%
Jun 30, 2025	DILIGENT INVESTORS, LLC	1.09%	55.3K	1.61M	-613	-1.10%
Jun 30, 2025	CROWN WEALTH GROUP, LLC	1.13%	57.34K	1.67M	45.03K	+365.64%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.17%	59.81K	1.77M	26.02K	+77.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	1.36%	69.3K	2.02M	-810	-1.16%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.77%	141.13K	4.12M	27.28K	+23.96%
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	3.04%	154.93K	4.52M	154.93K	+100.00%
Mar 31, 2025	GILL CAPITAL PARTNERS, LLC	0.83%	32.42K	906.53K	-3K	-8.47%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.83%	32.6K	911.57K	-1.03K	-3.07%
Mar 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.84%	32.75K	915.79K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1%	39.29K	1.1M	37.12K	+1,713.06%
Mar 31, 2025	CHRIS BULMAN INC	1.05%	41.13K	1.15M	-1.27K	-2.98%
Mar 31, 2025	DILIGENT INVESTORS, LLC	1.43%	55.91K	1.56M	-11.58K	-17.15%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	4.84%	189.82K	5.31M	-6.01K	-3.07%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.83%	267.66K	7.49M	-17.32K	-6.08%
Mar 31, 2025	IFP ADVISORS, INC	0.54%	21.31K	595.92K	1K	+4.92%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	1.83%	71.89K	2.01M	-1.6K	-2.17%
Mar 31, 2025	ALTFEST L J & CO INC	9.3%	364.6K	10.2M	364.6K	+100.00%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	9.39%	368.12K	10.29M	11.7K	+3.28%
Mar 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.33%	12.97K	362.57K	7.45K	+135.00%
Mar 31, 2025	WORTHPOINTE, LLC	0.66%	25.87K	723.44K	0	0
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	1.09%	42.8K	1.2M	-446	-1.03%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.26%	49.54K	1.39M	-4.87K	-8.95%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	57.7K	1.61M	-1.92K	-3.21%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	11.55%	452.87K	12.66M	-150.64K	-24.96%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	1.79%	70.11K	2.06M	0	0
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	1.84%	72.16K	2.02M	-2.75K	-3.67%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.91%	74.77K	2.09M	-18.1K	-19.49%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	2.52%	98.92K	2.77M	1.53K	+1.57%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.61%	102.34K	2.86M	8.56K	+9.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.9%	113.85K	3.18M	-8.02K	-6.58%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.32%	12.71K	355.47K	0	0
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.57%	22.17K	620K	7.04K	+46.52%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.61%	24.03K	672.07K	-1.11K	-4.40%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.64%	25.08K	701.27K	-429	-1.68%
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	1.3%	50.77K	1.42M	-465	-0.91%
Mar 31, 2025	CORRADO ADVISORS, LLC	1.12%	43.81K	1.23M	-312	-0.71%
Mar 31, 2025	COMPASS ADVISORY GROUP LLC	1.18%	46.08K	1.29M	-775	-1.65%
Mar 31, 2025	MARCUM WEALTH, LLC	0.67%	26.39K	738.1K	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.74%	29.13K	814.64K	-450	-1.52%
Mar 31, 2025	LPL FINANCIAL LLC	0.77%	30.24K	845.6K	-1.01K	-3.24%
Mar 31, 2025		0.81%	31.79K	888.89K	-50.35K	-61.30%
Mar 31, 2025	M HOLDINGS SECURITIES, INC.	0.92%	35.97K	1.01M	6.25K	+21.04%
Mar 31, 2025	FRAGASSO GROUP INC.	1.31%	51.23K	1.43M	-1.18K	-2.25%
Mar 31, 2025	ODONNELL FINANCIAL SERVICES, LLC	1.32%	51.84K	1.45M	-594.55K	-91.98%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.37%	14.55K	407K	793	+5.77%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.34%	13.21K	369.43K	-10.99K	-45.41%
Mar 31, 2025	WEALTH ALLIANCE	0.38%	15.05K	420.8K	-2.15K	-12.50%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.39%	15.24K	420.71K	15.24K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.43%	16.72K	467.67K	504	+3.11%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.43%	16.78K	465.29K	-950	-5.36%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	0.65%	25.43K	711.17K	316	+1.26%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.86%	33.79K	944.93K	-22.5K	-39.98%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.87%	34.27K	958.47K	0	0
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.44%	17.18K	480.51K	-10.04K	-36.88%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.44%	17.4K	486.46K	-78	-0.45%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.48%	18.84K	526.82K	-529	-2.73%

Frequently Asked Questions