© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. ALLIANZ SE is the top corporate investor, holding 189.46K shares valued at $6.84M. A 7.94% stake in Allianzim US Large Cap Buffer20 Mar Etf is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 190.71K shares valued at $6.89M, which translates its holding of 7.99% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | ALLIANZ SE | 7.94% | 189.46K | 6.84M | 34.77K | +22.48% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 7.99% | 190.71K | 6.89M | 13.79K | +7.79% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 9.72% | 231.9K | 8.37M | -3.4K | -1.44% |
| Jun 30, 2026 | GTS FINANCIAL, LLC | 0.83% | 19.9K | 647.32K | -732 | -3.55% |
| Jun 30, 2026 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 6.25K | 0 | 0 |
| Jun 30, 2026 | TAGSTONE CAPITAL, INC. | 0.32% | 7.55K | 272.77K | 485 | +6.86% |
| Jun 30, 2026 | FREEGULLIVER LLC | 0.36% | 8.68K | 313.32K | 0 | 0 |
| Jun 30, 2026 | BCGM WEALTH MANAGEMENT, LLC | 0.42% | 10.11K | 365K | 0 | 0 |
| Jun 30, 2026 | SRS CAPITAL ADVISORS, INC. | 0.5% | 11.88K | 429.01K | 10.13K | +577.75% |
| Jun 30, 2026 | JIM SAULNIER & ASSOCIATES, LLC | 0.82% | 19.6K | 707.64K | -1.99K | -9.22% |
| Jun 30, 2026 | MML INVESTORS SERVICES, LLC | 1% | 23.96K | 865.04K | 7.58K | +46.25% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.19% | 28.5K | 1.03M | 1.58K | +5.85% |
| Jun 30, 2026 | PFG ADVISORS | 1.2% | 28.55K | 1.03M | -1.99K | -6.51% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 1.25% | 29.91K | 1.08M | -571 | -1.87% |
| Jun 30, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 1.35% | 32.13K | 1.16M | 5.26K | +19.56% |
| Jun 30, 2026 | SPIRE WEALTH MANAGEMENT | 1.4% | 33.4K | 1.21M | -5.04K | -13.12% |
| Jun 30, 2026 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 1.45% | 34.54K | 1.25M | 0 | 0 |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 1.62% | 38.59K | 1.39M | -2.34K | -5.71% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.85% | 44.08K | 1.59M | 5.31K | +13.69% |
| Jun 30, 2026 | FORTY-THREE EIGHTEEN ADVISORS, LLC | 2.15% | 51.21K | 1.85M | -600 | -1.16% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.15% | 51.4K | 1.86M | 18.28K | +55.20% |
| Jun 30, 2026 | LLOYD ADVISORY SERVICES, LLC. | 0% | 7 | 253 | 7 | +100.00% |
| Jun 30, 2026 | IFP ADVISORS, INC | 0.01% | 231 | 8.34K | 0 | 0 |
| Jun 30, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.02% | 501 | 18.09K | 0 | 0 |
| Jun 30, 2026 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.09% | 2.13K | 76.88K | 0 | 0 |
| Jun 30, 2026 | ELEVATED CAPITAL ADVISORS, LLC | 0.1% | 2.28K | 82.33K | 2.28K | +100.00% |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.12% | 2.81K | 101.29K | 46 | +1.67% |
| Jun 30, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.13% | 3.16K | 114.03K | 1.96K | +163.17% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.15% | 3.6K | 130K | 0 | 0 |
| Jun 30, 2026 | INNOVATIVE ASSET ADVISORS GROUP, LLC | 0.19% | 4.5K | 162.64K | 4.5K | +100.00% |
| Jun 30, 2026 | FOUNDERS FINANCIAL SECURITIES LLC | 0.23% | 5.56K | 200.59K | 5.56K | +100.00% |
| Jun 30, 2026 | JOSEPH P. LUCIA & ASSOCIATES, LLC | 0.24% | 5.67K | 204.89K | 5.67K | +100.00% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.24% | 5.72K | 206.51K | 5.72K | +100.00% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.24% | 5.78K | 208.71K | 5.78K | +100.00% |
| Jun 30, 2026 | SAGESPRING WEALTH PARTNERS, LLC | 0.28% | 6.63K | 239.46K | -97 | -1.44% |
| Jun 30, 2026 | FORTIS CAPITAL MANAGEMENT LLC | 0.41% | 9.74K | 351.82K | 0 | 0 |
| Jun 30, 2026 | FIRST HEARTLAND CONSULTANTS, INC. | 0.41% | 9.87K | 356.48K | 0 | 0 |
| Jun 30, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.42% | 10.08K | 363.91K | -101 | -0.99% |
| Jun 30, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.46% | 10.86K | 392.01K | 0 | 0 |
| Jun 30, 2026 | ADVUS FINANCIAL PARTNERS, LLC | 0.46% | 10.89K | 393.13K | -2.13K | -16.35% |
| Jun 30, 2026 | CYPRESS WEALTH SERVICES, LLC | 0.46% | 11.06K | 399.34K | 0 | 0 |
| Jun 30, 2026 | CENTAURUS FINANCIAL, INC. | 0.49% | 11.58K | 418K | -8.58K | -42.55% |
| Jun 30, 2026 | GLOBAL RETIREMENT PARTNERS, LLC | 0.54% | 12.84K | 463.79K | 12.84K | +100.00% |
| Jun 30, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.55% | 13.04K | 470.94K | 0 | 0 |
| Jun 30, 2026 | WESTSHORE WEALTH, LLC | 2.14% | 51K | 1.84M | -19.68K | -27.84% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 2.54% | 60.72K | 2.19M | -486 | -0.79% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 3.9% | 92.96K | 3.36M | 915 | +0.99% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 5% | 119.4K | 4.31M | -18.03K | -13.12% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 7.78% | 185.7K | 6.71M | -1.84K | -0.98% |
| Mar 31, 2026 | FREEGULLIVER LLC | 0.36% | 8.68K | 295.8K | 8.68K | +100.00% |
| Mar 31, 2026 | TAGSTONE CAPITAL, INC. | 0.3% | 7.07K | 240.98K | 0 | 0 |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 1.72% | 40.93K | 1.4M | 19.13K | +87.75% |
| Mar 31, 2026 | FORTY-THREE EIGHTEEN ADVISORS, LLC | 2.17% | 51.81K | 1.77M | -213 | -0.41% |
| Mar 31, 2026 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -41.34K | -100.00% |
| Mar 31, 2026 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.02% | 501 | 17.08K | 501 | +100.00% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 2.57% | 61.2K | 2.09M | 8.26K | +15.61% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 5.76% | 137.43K | 4.68M | 40.41K | +41.65% |
| Mar 31, 2026 | ADVUS FINANCIAL PARTNERS, LLC | 0.55% | 13.02K | 443.68K | 645 | +5.21% |
| Mar 31, 2026 | SPIRE WEALTH MANAGEMENT | 1.61% | 38.45K | 1.31M | -7.03K | -15.45% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.63% | 38.78K | 1.32M | 3.37K | +9.51% |
| Mar 31, 2026 | 0.86% | 20.63K | 639.24K | 20.63K | +100.00% | |
| Mar 31, 2026 | LLOYD ADVISORY SERVICES, LLC. | 0% | 0 | - | -7 | -100.00% |
| Mar 31, 2026 | ELEVATED CAPITAL ADVISORS, LLC | 0% | 0 | - | -15.74K | -100.00% |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.12% | 2.76K | 94.05K | -4 | -0.14% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.15% | 3.6K | 123K | 0 | 0 |
| Mar 31, 2026 | FORTIS CAPITAL MANAGEMENT LLC | 0.41% | 9.74K | 332.14K | -66.39K | -87.20% |
| Mar 31, 2026 | JIM SAULNIER & ASSOCIATES, LLC | 0.9% | 21.59K | 735.9K | 2.4K | +12.49% |
| Mar 31, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 1.13% | 26.88K | 916.2K | 1.02K | +3.92% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.13% | 26.92K | 917.81K | 6.07K | +29.08% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 1.28% | 30.48K | 1.04M | 6.39K | +26.53% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.39% | 33.12K | 1.13M | 14.78K | +80.61% |
| Mar 31, 2026 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 1.45% | 34.54K | 1.18M | 15.6K | +82.41% |
| Mar 31, 2026 | FIRST HEARTLAND CONSULTANTS, INC. | 0.41% | 9.87K | 336.54K | 9.87K | +100.00% |
| Mar 31, 2026 | BCGM WEALTH MANAGEMENT, LLC | 0.42% | 10.11K | 344.58K | 0 | 0 |
| Mar 31, 2026 | INDEPENDENT FINANCIAL GROUP, LLC | 0.43% | 10.18K | 347K | 2.79K | +37.70% |
| Mar 31, 2026 | SAGESPRING WEALTH PARTNERS, LLC | 0.28% | 6.73K | 229.4K | 0 | 0 |
| Mar 31, 2026 | LPL FINANCIAL LLC | 7.86% | 187.54K | 6.39M | 78.34K | +71.74% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 9.86% | 235.3K | 8.02M | 19.24K | +8.91% |
| Mar 31, 2026 | FOCUS FINANCIAL NETWORK, INC. | 0.46% | 10.86K | 370.08K | -1.71K | -13.62% |
| Mar 31, 2026 | CYPRESS WEALTH SERVICES, LLC | 0.46% | 11.06K | 377K | 0 | 0 |
| Mar 31, 2026 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.55% | 13.04K | 444.6K | 13.04K | +100.00% |
| Mar 31, 2026 | MML INVESTORS SERVICES, LLC | 0.69% | 16.38K | 558.39K | 3.58K | +27.96% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 0 | - | -143 | -100.00% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 3.86% | 92.05K | 3.14M | 9.01K | +10.85% |
| Mar 31, 2026 | ALLIANZ SE | 6.48% | 154.69K | 5.27M | 149.69K | +2,993.80% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 7.42% | 176.92K | 6.03M | 26.67K | +17.75% |
| Mar 31, 2026 | CENTAURUS FINANCIAL, INC. | 0.85% | 20.16K | 687K | -8.78K | -30.32% |
| Mar 31, 2026 | BARCLAYS PLC | 0% | 0 | - | -4.29K | -100.00% |
| Mar 31, 2026 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 5.9K | 0 | 0 |
| Mar 31, 2026 | IFP ADVISORS, INC | 0.01% | 231 | 7.88K | 5 | +2.21% |
| Mar 31, 2026 | PFG ADVISORS | 1.28% | 30.53K | 1.04M | 6.7K | +28.10% |
| Mar 31, 2026 | WESTSHORE WEALTH, LLC | 2.96% | 70.68K | 2.41M | 70.68K | +100.00% |
| Mar 31, 2026 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.09% | 2.13K | 72.58K | 0 | 0 |
| Mar 31, 2026 | GTS FINANCIAL, LLC | 0.86% | 20.63K | 639.24K | 20.63K | +100.00% |
| Mar 31, 2026 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.05% | 1.2K | 40.91K | 0 | 0 |
| Mar 31, 2026 | SRS CAPITAL ADVISORS, INC. | 0.07% | 1.75K | 59.76K | 1.75K | +100.00% |
| Dec 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.06% | 1.2K | 41.21K | 0 | 0 |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 7.71% | 150.25K | 5.16M | -26.67K | -15.07% |
| Dec 31, 2025 | OLD MISSION CAPITAL LLC | 2.12% | 41.34K | 1.42M | -438 | -1.05% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 1.24% | 24.09K | 827.24K | -6.67K | -21.69% |
| Dec 31, 2025 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 0.95% | 18.93K | 654.32K | -10.12K | -34.82% |
| Dec 31, 2025 | ELEVATED CAPITAL ADVISORS, LLC | 0.79% | 15.74K | 540.39K | 324 | +2.10% |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.66% | 12.8K | 439.63K | -62.52K | -83.01% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.01% | 226 | 7.76K | 0 | 0 |
| Dec 31, 2025 | UBS GROUP AG | 0.01% | 143 | 4.91K | 143 | +100.00% |
| Dec 31, 2025 | LLOYD ADVISORY SERVICES, LLC. | 0% | 7 | 240 | 7 | +100.00% |
| Dec 31, 2025 | PFG ADVISORS | 1.2% | 23.84K | 818.6K | 0 | 0 |
| Dec 31, 2025 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.11% | 2.13K | 73.12K | 2.13K | +100.00% |
| Dec 31, 2025 | ALLIANZ INVESTMENT MANAGEMENT LLC | 5.55% | 108.21K | 3.72M | 108.21K | +100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 4.26% | 83.04K | 2.85M | 2.67K | +3.33% |
| Dec 31, 2025 | FORTIS CAPITAL MANAGEMENT LLC | 3.91% | 76.13K | 2.61M | -1.07K | -1.38% |
| Dec 31, 2025 | SPIRE WEALTH MANAGEMENT | 2.33% | 45.47K | 1.56M | -14.29K | -23.91% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.07% | 20.86K | 716.33K | -2.17K | -9.41% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.94% | 18.34K | 629.78K | -11.92K | -39.39% |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.66% | 12.84K | 441.1K | 0 | 0 |
| Dec 31, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.63% | 12.57K | 431.59K | 0 | 0 |
| Dec 31, 2025 | CYPRESS WEALTH SERVICES, LLC | 0.56% | 11.06K | 379.8K | 0 | 0 |
| Dec 31, 2025 | BCGM WEALTH MANAGEMENT, LLC | 0.51% | 10.11K | 347.14K | 0 | 0 |
| Dec 31, 2025 | TAGSTONE CAPITAL, INC. | 0.36% | 7.07K | 242.77K | 0 | 0 |
| Dec 31, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.34% | 6.73K | 231.1K | 0 | 0 |
| Dec 31, 2025 | BARCLAYS PLC | 0.22% | 4.29K | 147.26K | -324 | -7.03% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.18% | 3.6K | 124K | 3.6K | +100.00% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.14% | 2.76K | 94.89K | -1.11K | -28.70% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 2.72% | 52.94K | 1.82M | 986 | +1.90% |
| Dec 31, 2025 | ALLIANZ SE | 0.26% | 5K | 171.72K | 5K | +100.00% |
| Dec 31, 2025 | 2.62% | 52.02K | 1.79M | 52.02K | +100.00% | |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 11.09% | 216.06K | 7.42M | -16.03K | -6.91% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 5.61% | 109.2K | 3.75M | -3.92K | -3.47% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 4.98% | 97.02K | 3.33M | 14.39K | +17.41% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 1.12% | 21.8K | 748.71K | -5.51K | -20.17% |
| Dec 31, 2025 | JIM SAULNIER & ASSOCIATES, LLC | 0.97% | 19.19K | 659.04K | 0 | 0 |
| Dec 31, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 5.94K | 0 | 0 |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.81% | 35.41K | 1.22M | 1.09K | +3.18% |
| Dec 31, 2025 | CENTAURUS FINANCIAL, INC. | 1.49% | 28.94K | 994K | 0 | 0 |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 1.3% | 25.86K | 888.14K | 25.86K | +100.00% |
| Sep 30, 2025 | CYPRESS WEALTH SERVICES, LLC | 0.51% | 11.06K | 371.69K | 0 | 0 |
| Sep 30, 2025 | BCGM WEALTH MANAGEMENT, LLC | 0.46% | 10.11K | 339.73K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 8.12% | 176.91K | 5.88M | -2.69K | -1.50% |
| Sep 30, 2025 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 1.33% | 29.05K | 976.87K | 0 | 0 |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.79% | 82.63K | 2.78M | -8.72K | -9.55% |
| Sep 30, 2025 | JOSEPH P. LUCIA & ASSOCIATES, LLC | 0% | 0 | - | -7.04K | -100.00% |
| Sep 30, 2025 | BALLAST, INC. | 0% | 0 | - | -7.04K | -100.00% |
| Sep 30, 2025 | BARCLAYS PLC | 0.21% | 4.61K | 155.01K | 65 | +1.43% |
| Sep 30, 2025 | ALLIANZ INVESTMENT MANAGEMENT U.S. LLC | 0.23% | 5K | 168.05K | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 2.39% | 51.95K | 1.75M | 1.7K | +3.39% |
| Sep 30, 2025 | MML INVESTORS SERVICES, LLC | 3.46% | 75.32K | 2.53M | -318.17K | -80.86% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 1.25% | 27.31K | 917.85K | -1.11K | -3.92% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.39% | 30.26K | 1.02M | 15.51K | +105.24% |
| Sep 30, 2025 | OLD MISSION CAPITAL LLC | 1.92% | 41.77K | 1.4M | 8.5K | +25.54% |
| Sep 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.06% | 1.2K | 40.33K | 0 | 0 |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.18% | 3.88K | 130.24K | -10 | -0.26% |
| Sep 30, 2025 | TAGSTONE CAPITAL, INC. | 0.32% | 7.07K | 237.59K | 0 | 0 |
| Sep 30, 2025 | PFG ADVISORS | 1.09% | 23.84K | 801.12K | -532 | -2.18% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 1.41% | 30.76K | 1.03M | 753 | +2.51% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.58% | 34.32K | 1.15M | 229 | +0.67% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 2.74% | 59.76K | 2.01M | -12.65K | -17.47% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 3.69% | 80.36K | 2.7M | 2.69K | +3.46% |
| Sep 30, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 5.81K | 0 | 0 |
| Sep 30, 2025 | CENTAURUS FINANCIAL, INC. | 1.33% | 28.94K | 973K | -518 | -1.76% |
| Sep 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.31% | 6.73K | 226.17K | -6.04K | -47.29% |
| Sep 30, 2025 | UBS GROUP AG | 0% | 0 | - | -12 | -100.00% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.01% | 226 | 7.6K | 0 | 0 |
| Sep 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0% | 0 | - | -6.3K | -100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.06% | 23.03K | 773.87K | -493 | -2.10% |
| Sep 30, 2025 | JIM SAULNIER & ASSOCIATES, LLC | 0.88% | 19.19K | 644.97K | 0 | 0 |
| Sep 30, 2025 | ELEVATED CAPITAL ADVISORS, LLC | 0.71% | 15.41K | 517.96K | 211 | +1.39% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.59% | 12.84K | 431.68K | -2.35K | -15.47% |
| Sep 30, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.58% | 12.57K | 422.37K | 0 | 0 |
| Sep 30, 2025 | FORTIS CAPITAL MANAGEMENT LLC | 3.54% | 77.2K | 2.59M | -454 | -0.58% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 5.19% | 113.12K | 3.8M | 41.85K | +58.73% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 10.66% | 232.08K | 7.8M | -52.78K | -18.53% |
| Jun 30, 2025 | 0% | 0 | - | -6.7K | -100.00% | |
| Jun 30, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0% | 0 | - | -10.14K | -100.00% |
| Jun 30, 2025 | BARCLAYS PLC | 0.23% | 4.55K | 148K | 4.55K | +100.00% |
| Jun 30, 2025 | ALLIANZ INVESTMENT MANAGEMENT U.S. LLC | 0.26% | 5K | 162.68K | 0 | 0 |
| Jun 30, 2025 | BALLAST, INC. | 0.36% | 7.04K | 229.01K | 7.04K | +100.00% |
| Jun 30, 2025 | TAGSTONE CAPITAL, INC. | 0.36% | 7.07K | 233.11K | 480 | +7.28% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 3.96% | 77.67K | 2.53M | 6.75K | +9.51% |
| Jun 30, 2025 | GEOWEALTH MANAGEMENT, LLC | 0.32% | 6.3K | 204.81K | 6.3K | +100.00% |
| Jun 30, 2025 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 0% | 0 | - | -376 | -100.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.2% | 23.52K | 765.16K | -3.15K | -11.82% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 1.45% | 28.42K | 924.74K | -5.6K | -16.45% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 1.53% | 30.01K | 976.25K | 343 | +1.16% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.74% | 34.09K | 1.11M | 2.32K | +7.29% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 3.63% | 71.27K | 2.32M | 22.29K | +45.51% |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 3.69% | 72.41K | 2.36M | -29.13K | -28.69% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 9.16% | 179.6K | 5.84M | -74.82K | -29.41% |
| Jun 30, 2025 | GRANTVEST FINANCIAL GROUP LLC | 0% | 0 | - | -6.7K | -100.00% |
| Jun 30, 2025 | LORD & RICHARDS WEALTH MANAGEMENT, LLC | 0% | 0 | - | -91 | -100.00% |
| Jun 30, 2025 | SAGESPRING WEALTH PARTNERS, LLC | 0.65% | 12.77K | 415.37K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.75% | 14.74K | 479.6K | 14.74K | +100.00% |
| Jun 30, 2025 | JIM SAULNIER & ASSOCIATES, LLC | 0.98% | 19.19K | 624.35K | 0 | 0 |
| Jun 30, 2025 | STRATEGIC BLUEPRINT, LLC | 0% | 0 | - | -8.75K | -100.00% |
| Jun 30, 2025 | VIRTUE CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -8.1K | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -15.56K | -100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 12 | 390 | 12 | +100.00% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.01% | 226 | 7.35K | 50 | +28.41% |
| Jun 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.06% | 1.2K | 39.04K | 0 | 0 |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.2% | 3.89K | 126.4K | -283 | -6.79% |
| Jun 30, 2025 | PFG ADVISORS | 1.24% | 24.37K | 792.81K | -366 | -1.48% |
| Jun 30, 2025 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 1.48% | 29.05K | 952.55K | -325 | -1.11% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 1.7% | 33.28K | 1.08M | 33.28K | +100.00% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 1.95% | 38.21K | 1.24M | -30.75K | -44.59% |
| Jun 30, 2025 | FORTIS CAPITAL MANAGEMENT LLC | 3.96% | 77.65K | 2.53M | 0 | 0 |
| Jun 30, 2025 | CENTAURUS FINANCIAL, INC. | 1.5% | 29.46K | 958K | 0 | 0 |
| Jun 30, 2025 | JOSEPH P. LUCIA & ASSOCIATES, LLC | 0.36% | 7.04K | 229.01K | -2K | -22.13% |
| Jun 30, 2025 | CYPRESS WEALTH SERVICES, LLC | 0.56% | 11.06K | 359.81K | 11.06K | +100.00% |
| Jun 30, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.64% | 12.57K | 408.87K | 0 | 0 |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.77% | 15.19K | 494.34K | 15.19K | +100.00% |
| Jun 30, 2025 | ELEVATED CAPITAL ADVISORS, LLC | 0.78% | 15.2K | 471.03K | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0% | 0 | - | -28 | -100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 2.56% | 50.25K | 1.63M | 1.34K | +2.74% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 4.66% | 91.35K | 2.97M | 14.41K | +18.72% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 20.06% | 393.49K | 12.8M | 110.09K | +38.85% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 14.53% | 284.87K | 9.27M | 83.29K | +41.32% |
| Jun 30, 2025 | BCGM WEALTH MANAGEMENT, LLC | 0.52% | 10.11K | 328.86K | 0 | 0 |
| Jun 30, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 5.63K | 0 | 0 |
| Mar 31, 2025 | CENTAURUS FINANCIAL, INC. | 1.37% | 29.46K | 913K | 9.08K | +44.56% |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 1.38% | 29.66K | 921.45K | 22.88K | +337.25% |
| Mar 31, 2025 | STRATEGIC BLUEPRINT, LLC | 0.41% | 8.75K | 271.06K | -12.44K | -58.72% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 1.58% | 34.02K | 1.05M | 3K | +9.66% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 3.3% | 70.93K | 2.2M | -19.06K | -21.18% |
| Mar 31, 2025 | SPIRE WEALTH MANAGEMENT | 4.73% | 101.54K | 3.15M | 83.01K | +447.93% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 9.39% | 201.58K | 6.25M | 68.26K | +51.20% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.01% | 176 | 5.45K | 0 | 0 |
| Mar 31, 2025 | PFG ADVISORS | 1.15% | 24.73K | 766.48K | 9.03K | +57.53% |
| Mar 31, 2025 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 0.02% | 376 | 11.65K | 376 | +100.00% |
| Mar 31, 2025 | COPPELL ADVISORY SOLUTIONS LLC | 0% | 0 | - | -329 | -100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0% | 0 | - | -2.14K | -100.00% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -1.48K | -100.00% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0% | 0 | - | -17.79K | -100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -17.81K | -100.00% |
| Mar 31, 2025 | ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.47% | 10.14K | 314.19K | -8.71K | -46.20% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.72% | 15.56K | 482.22K | 15.56K | +100.00% |
| Mar 31, 2025 | FOCUS FINANCIAL NETWORK, INC. | 0.59% | 12.57K | 389.44K | 269 | +2.19% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.24% | 26.67K | 826.47K | 10.65K | +66.49% |
| Mar 31, 2025 | ELEVATED CAPITAL ADVISORS, LLC | 0.71% | 15.2K | 471.03K | -621 | -3.93% |
| Mar 31, 2025 | CWM, LLC | 0% | 28 | 1K | 0 | 0 |
| Mar 31, 2025 | 0% | 0 | - | -501 | -100.00% | |
| Mar 31, 2025 | ALLIANZ INVESTMENT MANAGEMENT U.S. LLC | 0.23% | 5K | 152.08K | 0 | 0 |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.19% | 4.17K | 129.16K | -373 | -8.21% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -35.41K | -100.00% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 3.58% | 76.95K | 2.38M | 2.74K | +3.70% |
| Mar 31, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0.06% | 1.2K | 37.19K | 0 | 0 |
| Mar 31, 2025 | TAGSTONE CAPITAL, INC. | 0.31% | 6.59K | 204K | 6.59K | +100.00% |
| Mar 31, 2025 | VIRTUE CAPITAL MANAGEMENT, LLC | 0.38% | 8.1K | 250.66K | 8.1K | +100.00% |
| Mar 31, 2025 | JOSEPH P. LUCIA & ASSOCIATES, LLC | 0.42% | 9.04K | 280.11K | 9.04K | +100.00% |
| Mar 31, 2025 | BCGM WEALTH MANAGEMENT, LLC | 0.47% | 10.11K | 313.23K | 0 | 0 |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 2.28% | 48.91K | 1.52M | 9.48K | +24.04% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 2.28% | 48.98K | 1.52M | -3.96K | -7.48% |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 3.21% | 68.96K | 2.14M | 967 | +1.42% |
| Mar 31, 2025 | FORTIS CAPITAL MANAGEMENT LLC | 3.62% | 77.65K | 2.41M | 77.65K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 11.85% | 254.42K | 7.88M | -138.35K | -35.22% |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 13.2% | 283.4K | 8.78M | 283.4K | +100.00% |
| Mar 31, 2025 | FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.01% | 173 | 5.36K | 0 | 0 |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.48% | 31.77K | 985K | 7.3K | +29.82% |
| Mar 31, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -32.99K | -100.00% |
| Mar 31, 2025 | CASTLE ROCK WEALTH MANAGEMENT, LLC | 1.37% | 29.37K | 911.87K | 609 | +2.12% |