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

Who are the major shareholders selling Innovator U.S. Small Cap Power Buffer ETF - October stock?

STRATOS WEALTH ADVISORS, LLC, in the last quarter, reduced its stake in KOCT by -2.86% restricting it's holding to 32.42 thousand shares of worth nearly $1.21M. NATIONS FINANCIAL GROUP INC, /IA/ /ADV also lessened -0.51% of the KOCT shares from its portfolio, reducing its holding to 17.45 thousand shares of worth $651.82K. CREATIVE PLANNING also shunned KOCT shares holding by -4.73% last quarter which brought its holding to 163.75 thousand shares worth $6.12M.

Investors who are buying KOCT stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in KOCT by 8.24% in the last quarter. The institutional holder raised its holding to 181.22 thousand shares having worth more than $6.77M. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 100% more shares of KOCT to its portfolio, raising its holding to 70.59 thousand shares of worth $2.64M. HIGHTOWER ADVISORS, LLC also increased its KOCT shares holding by 3.45% which brought its holding to 297.48 thousand shares worth $11.11M.

KOCT's major insiders: who are they?

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

Did an insider recently sell KOCT stock?

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

Which insider recently purchased KOCT stock?

There have been 0 transaction(s) during the past 6-months in which Innovator U.S. Small Cap Power Buffer ETF - October insiders have bought stock, totalling 0 shares

How much of KOCT does insiders own?

Around 0 Innovator U.S. Small Cap Power Buffer ETF - October shares are held by insiders, which represents about N/A of KOCT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in KOCT?

CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the largest institutional owner in KOCT which holds 35.03 thousand shares worth $1.31M or 1.02% of the total KOCT shares outstanding followed by STRATOS WEALTH ADVISORS, LLC with ownership of 32.42 thousand shares representing 0.94% of the KOCT ownership. NATIONS FINANCIAL GROUP INC, /IA/ /ADV is the third largest stakeholder with 17.45 thousand shares or 0.51% of the ownership worth more than $651.82K.

Is Innovator U.S. Small Cap Power Buffer ETF - October 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 KOCT is concerned, it is a stock which is not optionable.

Is there a short position on KOCT's shares?

Number of KOCT 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 KOCT shares are there?

As of today, null shares of KOCT are outstanding.

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

KOCT 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 KOCT is null.

Innovator US Small Cap Power Buffer ETF - October (KOCT) 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. CAPITAL INVESTMENT ADVISORY SERVICES, LLC is the top corporate investor, holding 35.03K shares valued at $1.31M. A 1.02% stake in Innovator U.S. Small Cap Power Buffer ETF - October is owned by the company. STRATOS WEALTH ADVISORS, LLC owns 32.42K shares valued at $1.21M, which translates its holding of 0.94% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.02%	35.03K	1.31M	0	0
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	0.94%	32.42K	1.21M	-956	-2.86%
Jun 30, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.51%	17.45K	651.82K	-90	-0.51%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	5.25%	181.22K	6.77M	13.8K	+8.24%
Jun 30, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.67%	23.06K	861K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.05%	70.59K	2.64M	70.59K	+100.00%
Jun 30, 2026	CAPE INVESTMENT ADVISORY, INC.	0.54%	18.5K	691.16K	0	0
Jun 30, 2026	KEATING FINANCIAL ADVISORY SERVICES, INC.	0.39%	13.35K	498.83K	0	0
Jun 30, 2026	CORNERSTONE WEALTH, LLC/TN	0.38%	13.21K	494.98K	0	0
Jun 30, 2026	CREATIVE PLANNING	4.75%	163.75K	6.12M	-8.14K	-4.73%
Jun 30, 2026	SAGEVIEW ADVISORY GROUP, LLC	4.75%	163.75K	6.12M	-8.14K	-4.73%
Jun 30, 2026	COMPASS FINANCIAL GROUP, INC.	6.94%	239.49K	8.95M	-1.04K	-0.43%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	8.62%	297.48K	11.11M	9.93K	+3.45%
Jun 30, 2026	IFP ADVISORS, INC	0.74%	25.62K	957.05K	-1.7K	-6.22%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.8%	27.44K	1.03M	600	+2.24%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.85%	29.4K	1.1M	29.4K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	1.79%	61.89K	2.31M	5.62K	+9.99%
Jun 30, 2026		0.42%	13.21K	494.98K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.64%	125.51K	4.69M	-3.03K	-2.36%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.77%	26.44K	987.69K	-145	-0.55%
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.38%	13.04K	487.03K	-1K	-7.12%
Jun 30, 2026	OLD MISSION CAPITAL LLC	1.36%	47.09K	1.76M	8K	+20.45%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.96%	136.71K	5.11M	-40.19K	-22.72%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.61%	20.98K	784K	-100	-0.47%
Jun 30, 2026	FRAGASSO GROUP INC.	0.59%	20.35K	760.39K	0	0
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.66%	22.78K	851.02K	-960	-4.04%
Jun 30, 2026	COMPASS ADVISORY GROUP LLC	0.59%	20.33K	759.38K	-55	-0.27%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	4.83%	166.57K	6.22M	-127	-0.08%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.65%	22.3K	832.98K	-2.7K	-10.82%
Jun 30, 2026	LONG ISLAND WEALTH MANAGEMENT, INC.	0.57%	19.6K	732.18K	0	0
Jun 30, 2026	WEALTH ALLIANCE	0.56%	19.38K	723.85K	-1.41K	-6.76%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	19.24K	719K	-3.08K	-13.81%
Jun 30, 2026	RETIREMENT GUYS FORMULA LLC	0.54%	18.54K	692.69K	-162	-0.87%
Jun 30, 2026	BFI WEALTH SOLUTIONS, LLC	2.86%	98.84K	3.69M	9.75K	+10.94%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	15.06K	235.25K	-1.15K	-7.07%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.43%	14.95K	558.68K	0	0
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.35%	12.23K	456.84K	0	0
Jun 30, 2026	FSA ADVISORS, INC.	0.35%	11.98K	447.72K	-138	-1.14%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.33%	11.44K	427.32K	0	0
Jun 30, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.34%	10.85K	405.36K	-1K	-8.44%
Jun 30, 2026	PFS PARTNERS, LLC	0.34%	10.78K	402.59K	0	0
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.34%	10.66K	398.11K	4.45K	+71.70%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.32%	10.08K	376.48K	-300	-2.89%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.32%	10.07K	376K	0	0
Jun 30, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.5%	51.83K	1.94M	-3.32K	-6.02%
Jun 30, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.22%	42.09K	1.57M	-295	-0.70%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.22%	41.96K	1.57M	6.02K	+16.76%
Jun 30, 2026	COLONY GROUP, LLC	1.12%	38.79K	1.45M	211	+0.55%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.1%	38.01K	1.42M	-15.66K	-29.18%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.08%	37.41K	1.4M	-15.05K	-28.69%
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.4%	13.7K	511.8K	0	0
Jun 30, 2026	WEDBUSH SECURITIES INC	0.33%	11.3K	422K	0	0
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	1.44%	49.66K	1.86M	-45	-0.09%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.29%	44.43K	1.66M	-41	-0.09%
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	1.08%	37.23K	1.39M	4.05K	+12.20%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.04%	35.93K	1.34M	-6.24K	-14.80%
Mar 31, 2026	WEALTH ALLIANCE	0.66%	20.78K	705K	0	0
Mar 31, 2026	WEDBUSH SECURITIES INC	0.36%	11.3K	383K	0	0
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.36%	11.44K	388.06K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.75%	23.74K	805.39K	-1.47K	-5.82%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.79%	25K	848.17K	25K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.84%	26.58K	901.85K	-12.18K	-31.42%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.85%	26.84K	910.73K	0	0
Mar 31, 2026	CAPE INVESTMENT ADVISORY, INC.	0.58%	18.5K	627.65K	-100	-0.54%
Mar 31, 2026	ATLANTIC PRIVATE WEALTH, LLC	0.55%	17.55K	595.52K	0	0
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.55%	17.54K	594.98K	-420	-2.34%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.51%	16.21K	254.11K	3.77K	+30.33%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.47%	14.95K	507.34K	0	0
Mar 31, 2026	COLONY GROUP, LLC	1.22%	38.58K	1.31M	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.23%	39.09K	1.33M	39.09K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	5.29%	167.42K	5.68M	-18.16K	-9.79%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	0.43%	13.7K	464.77K	0	0
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.44%	14.04K	476.2K	-500	-3.44%
Mar 31, 2026	RETIREMENT GUYS FORMULA LLC	0.59%	18.7K	634.54K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.67%	21.08K	715K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.7%	22.32K	757K	-1.77K	-7.36%
Mar 31, 2026	WOOD TARVER FINANCIAL GROUP, LLC	0.73%	23.06K	782K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.86%	27.32K	926.78K	2.48K	+9.99%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.9%	28.36K	962.17K	-2.21K	-7.22%
Mar 31, 2026	SUNBELT SECURITIES, INC.	1.04%	33.01K	1.12M	6.53K	+24.65%
Mar 31, 2026	FOUNDERS FINANCIAL SECURITIES LLC	1.05%	33.18K	1.16M	4.92K	+17.39%
Mar 31, 2026	TRUIST FINANCIAL CORP	1.69%	53.67K	1.82M	917	+1.74%
Mar 31, 2026	LPL FINANCIAL LLC	1.78%	56.27K	1.91M	1.17K	+2.12%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	4.06%	128.54K	4.36M	-14.83K	-10.34%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	1.57%	49.71K	1.69M	-1.41K	-2.76%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.66%	52.46K	1.78M	983	+1.91%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	5.26%	166.7K	5.66M	-461	-0.28%
Mar 31, 2026	CREATIVE PLANNING	5.43%	171.89K	5.83M	171.89K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	5.58%	176.9K	6M	-3.4K	-1.89%
Mar 31, 2026	COMPASS FINANCIAL GROUP, INC.	7.59%	240.53K	8.16M	-649	-0.27%
Mar 31, 2026	TRADITION WEALTH MANAGEMENT, LLC	0.37%	11.85K	402.03K	0	0
Mar 31, 2026	FSA ADVISORS, INC.	0.38%	12.12K	411.26K	-88	-0.72%
Mar 31, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.39%	12.23K	414.86K	0	0
Mar 31, 2026	FRAGASSO GROUP INC.	0.64%	20.35K	697.87K	379	+1.90%
Mar 31, 2026	COMPASS ADVISORY GROUP LLC	0.64%	20.38K	691.46K	-60	-0.29%
Mar 31, 2026	CWM, LLC	0.66%	20.83K	706.53K	-7.5K	-26.47%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	1.05%	33.37K	1.13M	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.11%	35.03K	1.19M	-1.41K	-3.86%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	1.13%	35.94K	1.22M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.33%	42.18K	1.43M	11K	+35.29%
Mar 31, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.34%	42.39K	1.44M	-566	-1.32%
Mar 31, 2026	ADVISOR OS, LLC	0.28%	8.73K	296.32K	8.73K	+100.00%
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.28%	8.76K	297.06K	0	0
Mar 31, 2026	NORTHCREST ASSET MANANGEMENT, LLC	0.28%	8.78K	300.02K	0	0
Mar 31, 2026	SIGMA PLANNING CORP	0.29%	9.3K	315.48K	-28.49K	-75.39%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.3%	9.46K	321.02K	1.5K	+18.79%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.31%	9.87K	334.69K	-9.87K	-50.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.32%	10.07K	342K	0	0
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	5.43%	171.89K	5.83M	8.85K	+5.43%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.33%	10.38K	352.06K	0	0
Mar 31, 2026	PFS PARTNERS, LLC	0.34%	10.78K	365.6K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	9.08%	287.55K	9.76M	245.1K	+577.31%
Mar 31, 2026	LONG ISLAND WEALTH MANAGEMENT, INC.	0.62%	19.6K	664.9K	1.4K	+7.69%
Mar 31, 2026	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	1.74%	55.15K	1.87M	-12.15K	-18.05%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.4%	44.47K	1.51M	5.72K	+14.76%
Mar 31, 2026		0.42%	13.21K	471.86K	13.21K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.63%	51.47K	1.73M	-17.72K	-25.60%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.67%	52.76K	1.78M	-23.33K	-30.66%
Dec 31, 2025	LPL FINANCIAL LLC	1.74%	55.1K	1.86M	8.91K	+19.29%
Dec 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	2.12%	67.3K	2.27M	-7.15K	-9.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.53%	143.37K	4.83M	42.64K	+42.33%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	5.28%	167.16K	5.63M	159.91K	+2,206.62%
Dec 31, 2025	COMPASS FINANCIAL GROUP, INC.	7.61%	241.18K	8.12M	-1.98K	-0.82%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	5.69%	180.3K	6.07M	63.43K	+54.27%
Dec 31, 2025	WEALTH ALLIANCE	0.66%	20.78K	699.66K	1.36K	+7.01%
Dec 31, 2025	IFP ADVISORS, INC	0.78%	24.84K	836.19K	13.49K	+118.83%
Dec 31, 2025	FRAGASSO GROUP INC.	0.63%	19.97K	672.53K	1.83K	+10.09%
Dec 31, 2025	COMPASS ADVISORY GROUP LLC	0.65%	20.44K	688.25K	-100	-0.49%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.84%	26.48K	891.65K	6.96K	+35.63%
Dec 31, 2025	CRA FINANCIAL SERVICES, LLC	0.32%	10.12K	340.74K	-500	-4.71%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.8%	25.21K	848.69K	164	+0.65%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.89%	28.26K	951.65K	3.88K	+15.92%
Dec 31, 2025	CWM, LLC	0.89%	28.32K	954K	-870	-2.98%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.96%	30.57K	1.03M	4.93K	+19.24%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.98%	31.18K	1.05M	9.36K	+42.87%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.05%	33.37K	1.12M	0	0
Dec 31, 2025	CORRADO ADVISORS, LLC	1.09%	34.51K	1.16M	11.43K	+49.54%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	1.13%	35.94K	1.21M	24.9K	+225.60%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.15%	36.43K	1.23M	497	+1.38%
Dec 31, 2025	SIGMA PLANNING CORP	1.19%	37.79K	1.27M	37.79K	+100.00%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.39%	12.23K	411.72K	0	0
Dec 31, 2025	COLONY GROUP, LLC	1.22%	38.58K	1.3M	-2.6K	-6.31%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.22%	38.75K	1.3M	1.34K	+3.58%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.62%	19.73K	664.31K	9.87K	+100.00%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.46%	14.54K	489.43K	230	+1.61%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.33%	10.38K	349.39K	2.7K	+35.19%
Dec 31, 2025	PFS PARTNERS, LLC	0.34%	10.78K	362.83K	8.24K	+325.42%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.67%	21.08K	710K	-265	-1.24%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.62%	19.64K	661.31K	19.64K	+100.00%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.59%	18.66K	628.21K	-13.5K	-41.98%
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.59%	18.6K	626.26K	18.6K	+100.00%
Dec 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.57%	18.2K	612.76K	0	0
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.57%	17.96K	604.61K	-432	-2.35%
Dec 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.55%	17.55K	591.01K	17.55K	+100.00%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.52%	16.51K	555.72K	-48	-0.29%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.47%	14.95K	503.5K	0	0
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.43%	13.7K	461.25K	13.7K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	5.86%	185.58K	6.25M	13.23K	+7.68%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.22%	38.76K	1.31M	20.55K	+112.79%
Dec 31, 2025	RETIREMENT GUYS FORMULA LLC	0.59%	18.7K	629.73K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.39%	12.44K	428.64K	2.61K	+26.52%
Dec 31, 2025	FSA ADVISORS, INC.	0.39%	12.21K	411.11K	0	0
Dec 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.37%	11.85K	398.99K	-19.28K	-61.93%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.36%	11.3K	380K	0	0
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.73%	23.06K	776K	7.03K	+43.89%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.39%	12.5K	420.94K	12.5K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.34%	42.46K	1.43M	2.26K	+5.62%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.76%	24.09K	811K	2.75K	+12.91%
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.36%	42.95K	1.45M	-75.61K	-63.77%
Dec 31, 2025	COMMONS CAPITAL, LLC	1.4%	44.5K	1.5M	33.89K	+319.61%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	5.15%	163.04K	5.49M	108.21K	+197.36%
Dec 31, 2025		0.42%	13.35K	449.56K	13.35K	+100.00%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.32%	10.07K	339K	-403	-3.85%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.32%	10.21K	343.77K	9.07K	+794.83%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	1.61%	51.12K	1.72M	6.08K	+13.50%
Sep 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.57%	18.2K	600.93K	212	+1.18%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.98%	31.13K	1.03M	0	0
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.18%	37.42K	1.24M	-119	-0.32%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.13%	35.94K	1.19M	35.06K	+3,983.75%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.05%	33.37K	1.1M	-4.6K	-12.12%
Sep 30, 2025	CWM, LLC	0.92%	29.19K	964K	-7.41K	-20.24%
Sep 30, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.41%	13.1K	383.4K	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	1.01%	32.16K	1.06M	32.16K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.81%	25.64K	846.47K	256	+1.01%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.69%	21.82K	720.54K	-12.53K	-36.47%
Sep 30, 2025	COMPASS FINANCIAL GROUP, INC.	7.66%	243.17K	8.03M	-10.79K	-4.25%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.46%	14.76K	561.9K	6.86K	+86.82%
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.28%	9.02K	297.97K	0	0
Sep 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.28%	8.76K	289.12K	0	0
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.27%	8.67K	286.22K	-528	-5.74%
Sep 30, 2025	WEALTHGARDEN F.S. LLC	0.27%	8.57K	286.52K	8.57K	+100.00%
Sep 30, 2025	NORTHCREST ASSET MANANGEMENT, LLC	0.27%	8.55K	283.32K	8.55K	+100.00%
Sep 30, 2025	WINNOW WEALTH LLC	0.25%	7.87K	267.61K	7.87K	+100.00%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.24%	7.68K	254K	695	+9.95%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.24%	7.68K	253.46K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.23%	7.25K	239.3K	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.29%	9.32K	307.71K	-25.39K	-73.15%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.79%	25.04K	826.89K	25.04K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.77%	24.38K	805.13K	5.01K	+25.85%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.73%	23.08K	761.97K	-31	-0.13%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.61%	19.53K	644.72K	-3.67K	-15.80%
Sep 30, 2025	GM ADVISORY GROUP, INC.	0.4%	12.67K	418.3K	12.67K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.18%	69.19K	2.28M	-3.65K	-5.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.73%	54.83K	1.81M	606	+1.12%
Sep 30, 2025	LPL FINANCIAL LLC	1.45%	46.19K	1.53M	9.86K	+27.14%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	1.42%	45.04K	1.49M	-1.07K	-2.31%
Sep 30, 2025	COLONY GROUP, LLC	1.3%	41.18K	1.36M	-5.8K	-12.35%
Sep 30, 2025	CROWN WEALTH GROUP, LLC	1.29%	41.12K	1.36M	41.12K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.27%	40.2K	1.33M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.67%	21.34K	705K	21.34K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.67%	21.34K	705K	-2.23K	-9.45%
Sep 30, 2025	COMPASS ADVISORY GROUP LLC	0.65%	20.54K	678.26K	0	0
Sep 30, 2025	WEALTH ALLIANCE	0.61%	19.42K	641.22K	0	0
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.45%	14.31K	472.38K	1K	+7.52%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.61%	19.28K	636.56K	19.28K	+100.00%
Sep 30, 2025	RETIREMENT GUYS FORMULA LLC	0.59%	18.7K	617.57K	0	0
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.58%	18.39K	607.21K	-1.17K	-5.99%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.57%	18.22K	601.49K	-16.59K	-47.66%
Sep 30, 2025	FRAGASSO GROUP INC.	0.57%	18.14K	604.2K	-737	-3.90%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.52%	16.55K	546.58K	-98	-0.59%
Sep 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.5%	16.02K	529K	2.28K	+16.56%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.47%	14.95K	493.78K	-728	-4.64%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.39%	12.23K	403.77K	12.23K	+100.00%
Sep 30, 2025	FSA ADVISORS, INC.	0.38%	12.21K	403.17K	1.61K	+15.17%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.36%	11.44K	377.68K	11.44K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.36%	11.3K	373K	0	0
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.35%	11.04K	364.44K	11.04K	+100.00%
Sep 30, 2025	CRA FINANCIAL SERVICES, LLC	0.33%	10.62K	350.67K	0	0
Sep 30, 2025	COMMONS CAPITAL, LLC	0.33%	10.6K	350.14K	-168	-1.56%
Sep 30, 2025	JPMORGAN CHASE & CO	0.33%	10.56K	348.59K	3.93K	+59.40%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.33%	10.47K	346K	0	0
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.31%	9.87K	325.74K	-2.33K	-19.11%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.31%	9.83K	325.88K	81	+0.83%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.43%	172.35K	5.65M	-6.48K	-3.62%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	3.73%	118.56K	3.91M	-680	-0.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.68%	116.87K	3.86M	28.4K	+32.10%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.17%	100.73K	3.33M	-10.24K	-9.23%
Sep 30, 2025	TRUIST FINANCIAL CORP	2.4%	76.09K	2.51M	-10.72K	-12.35%
Sep 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	2.34%	74.45K	2.46M	-14.69K	-16.48%
Sep 30, 2025	IFP ADVISORS, INC	0.36%	11.35K	374.74K	1.08K	+10.56%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.24%	7.68K	234.12K	0	0
Jun 30, 2025	LEIGH BALDWIN & CO., LLC	0.25%	7.9K	240.95K	0	0
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.27%	8.76K	267.06K	-61	-0.69%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.29%	9.2K	280.48K	-4.42K	-32.45%
Jun 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.29%	9.3K	291.18K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.29%	9.3K	283.65K	0	0
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.29%	9.48K	289.14K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.3%	9.75K	303.12K	9.75K	+100.00%
Jun 30, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.56%	17.99K	548.6K	-1.4K	-7.22%
Jun 30, 2025	RETIREMENT GUYS FORMULA LLC	0.58%	18.7K	570.44K	0	0
Jun 30, 2025	FRAGASSO GROUP INC.	0.59%	18.88K	575.87K	0	0
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.6%	19.38K	590.94K	4.69K	+31.96%
Jun 30, 2025	WEALTH ALLIANCE	0.6%	19.42K	592.28K	0	0
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	1.18%	37.98K	1.16M	-3.05K	-7.43%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.68%	54.22K	1.69M	5.02K	+10.20%
Jun 30, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.43%	13.75K	419K	0	0
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	3.7%	119.24K	3.64M	-1.97K	-1.63%
Jun 30, 2025	CITADEL ADVISORS LLC	0.38%	12.18K	371.58M	3.71K	+43.82%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	5.55%	178.83K	5.45M	34.62K	+24.00%
Jun 30, 2025	COMPASS FINANCIAL GROUP, INC.	7.89%	253.95K	7.75M	-75	-0.03%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.33%	10.47K	319K	0	0
Jun 30, 2025	UBS GROUP AG	0.57%	18.44K	562.36K	13.94K	+309.46%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.4%	13K	396.56K	-1.64K	-11.21%
Jun 30, 2025	FSA ADVISORS, INC.	0.33%	10.6K	323.36K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	11.22K	342.15K	-10.52K	-48.39%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.35%	11.3K	345K	0	0
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.61%	19.56K	596.58K	110	+0.57%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.72%	23.19K	708.92K	650	+2.88%
Jun 30, 2025	CWM, LLC	1.14%	36.6K	1.12M	1.01K	+2.85%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.25%	40.2K	1.23M	-2.61K	-6.09%
Jun 30, 2025	TRUIST FINANCIAL CORP	2.7%	86.8K	2.65M	-2.71K	-3.03%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.45%	110.97K	3.39M	-3.64K	-3.18%
Jun 30, 2025	CRA FINANCIAL SERVICES, LLC	0.33%	10.62K	323.91K	0	0
Jun 30, 2025	COMMONS CAPITAL, LLC	0.33%	10.77K	328.55K	10.77K	+100.00%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.38%	12.2K	372K	-1.2K	-8.98%
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.57%	18.5K	564.25K	-1.15K	-5.85%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.73%	23.56K	719K	-13.16K	-35.84%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.8%	25.67K	782.9K	-11.78K	-31.45%
Jun 30, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.41%	13.1K	383.4K	0	0
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.41%	13.31K	405.83K	0	0
Jun 30, 2025	ACAS, LLC	0.47%	15.19K	482.65K	140	+0.93%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.49%	15.68K	481.57K	0	0
Jun 30, 2025	COMPASS ADVISORY GROUP LLC	0.64%	20.54K	626.5K	-136	-0.66%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.07%	34.35K	1.05M	6.3K	+22.47%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	1.08%	34.71K	1.06M	-1.43K	-3.96%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.08%	34.8K	1.06M	808	+2.38%
Jun 30, 2025	LPL FINANCIAL LLC	1.13%	36.33K	1.11M	4.51K	+14.16%
Jun 30, 2025		0.43%	13.75K	419K	0	0
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.97%	31.13K	949.4K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.26%	72.83K	2.22M	-14.73K	-16.82%
Jun 30, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	2.77%	89.14K	2.72M	-10.65K	-10.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.42%	13.45K	410.23K	0	0
Jun 30, 2025	CORRADO ADVISORS, LLC	0.72%	23.11K	704.76K	-80	-0.35%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.52%	16.65K	507.86K	-172	-1.02%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.76%	24.48K	746.58K	-1.82K	-6.93%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.79%	25.38K	774.06K	-1.35K	-5.06%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.17%	37.53K	1.14M	-394	-1.04%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	1.43%	46.11K	1.41M	-250	-0.54%
Jun 30, 2025	COLONY GROUP, LLC	1.46%	46.98K	1.43M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.75%	88.47K	2.7M	-7.35K	-7.67%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.35%	114.61K	3.35M	4.14K	+3.75%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.82%	28.05K	820.82K	-17.55K	-38.49%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.43%	14.64K	428.6K	-10.56K	-41.90%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.46%	15.68K	458.98K	728	+4.87%
Mar 31, 2025	WEALTH ALLIANCE	0.57%	19.42K	568.35K	0	0
Mar 31, 2025	COMPASS FINANCIAL GROUP, INC.	7.42%	254.03K	7.43M	300	+0.12%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.49%	16.82K	492.37K	-572	-3.29%
Mar 31, 2025	LPL FINANCIAL LLC	0.93%	31.82K	931.39K	-2.4K	-7.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.56%	87.56K	2.56M	-2.86K	-3.17%
Mar 31, 2025	BULLSEYE INVESTMENT MANAGEMENT, LLC	0.38%	13.1K	383.4K	-1.92K	-12.79%
Mar 31, 2025		0.4%	13.75K	402.35K	985	+7.72%
Mar 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.43%	14.68K	424.4K	14.68K	+100.00%
Mar 31, 2025	ACAS, LLC	0.44%	15.05K	437.13K	-670	-4.26%
Mar 31, 2025	RETIREMENT GUYS FORMULA LLC	0.55%	18.7K	547.4K	18.7K	+100.00%
Mar 31, 2025	FRAGASSO GROUP INC.	0.55%	18.88K	552.61K	-19.37K	-50.63%
Mar 31, 2025	LONG ISLAND WEALTH MANAGEMENT, INC.	0.57%	19.39K	567.39K	-16.6K	-46.13%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.57%	19.45K	569.26K	-110	-0.56%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.57%	19.65K	575.11K	-100	-0.51%
Mar 31, 2025	COMPASS ADVISORY GROUP LLC	0.6%	20.68K	605.17K	-856	-3.98%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.65%	22.08K	646.93K	22.08K	+100.00%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.66%	22.54K	659.7K	-650	-2.80%
Mar 31, 2025	CORRADO ADVISORS, LLC	0.68%	23.19K	678.63K	-125	-0.54%
Mar 31, 2025	MALTIN WEALTH MANAGEMENT, INC.	0.69%	23.67K	692.77K	23.67K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.77%	26.3K	769.74K	-1.96K	-6.92%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	33.99K	994.9K	-10.65K	-23.86%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	1.06%	36.14K	1.06M	172	+0.48%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.07%	36.73K	1.08M	-714	-1.91%
Mar 31, 2025	OLD MISSION CAPITAL LLC	1.09%	37.45K	1.1M	37.45K	+100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.11%	37.93K	1.11M	1.3K	+3.55%
Mar 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	3.54%	121.22K	3.55M	-894	-0.73%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.39%	13.31K	389.44K	0	0
Mar 31, 2025	BCS WEALTH MANAGEMENT	0.39%	13.4K	392K	-664	-4.72%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.91%	31.13K	911.05K	-1.35K	-4.16%
Mar 31, 2025	CWM, LLC	1.04%	35.59K	1.04M	1.2K	+3.48%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.4%	13.61K	398.45K	0	0
Mar 31, 2025	SIGMA PLANNING CORP	0.4%	13.69K	400.59K	-3.44K	-20.10%
Mar 31, 2025	MGO ONE SEVEN LLC	0.61%	20.94K	612.87K	-4K	-16.04%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	1.35%	46.36K	1.36M	-1.05K	-2.20%
Mar 31, 2025	COLONY GROUP, LLC	1.37%	46.98K	1.38M	-600	-1.26%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.64%	21.74K	636.17K	21.74K	+100.00%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	1.2%	41.02K	1.2M	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.25%	42.8K	1.25M	0	0
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	1.44%	49.2K	1.44M	21.1K	+75.07%
Mar 31, 2025	TRUIST FINANCIAL CORP	2.62%	89.52K	2.62M	1.54K	+1.76%
Mar 31, 2025	GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC	2.92%	99.78K	2.92M	-10.57K	-9.58%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.39%	13.45K	393.65K	-1.48K	-9.88%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.78%	26.73K	782.39K	848	+3.28%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.8%	95.83K	2.8M	-263.34K	-73.32%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.21%	144.22K	4.22M	-21.66K	-13.06%

Frequently Asked Questions