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

Who are the major shareholders selling NYLI MacKay Muni Insured ETF stock?

TRUIST FINANCIAL CORP, in the last quarter, reduced its stake in MMIN by -0.3% restricting it's holding to 16.45 thousand shares of worth nearly $398.26K. SHP WEALTH MANAGEMENT also lessened -1.16% of the MMIN shares from its portfolio, reducing its holding to 21 thousand shares of worth $508.48K. NEWEDGE WEALTH, LLC also shunned MMIN shares holding by -9.8% last quarter which brought its holding to 22.22 thousand shares worth $537.90K.

Investors who are buying MMIN stock?

As per its latest 13F filing, SAVVY ADVISORS, INC. increased its stake in MMIN by 1.55% in the last quarter. The institutional holder raised its holding to 14.84 thousand shares having worth more than $359.31K. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also added 42.08% more shares of MMIN to its portfolio, raising its holding to 17.73 thousand shares of worth $429.12K. TOWER RESEARCH CAPITAL LLC (TRC) also increased its MMIN shares holding by 100% which brought its holding to 20.46 thousand shares worth $495.29K.

MMIN's major insiders: who are they?

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

Did an insider recently sell MMIN stock?

Company executives, directors, and other insiders own N/A percent of NYLI MacKay Muni Insured ETF's stock. Within the last six months, there have been 0 transaction(s) in which MMIN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MMIN stock?

There have been 0 transaction(s) during the past 6-months in which NYLI MacKay Muni Insured ETF insiders have bought stock, totalling 0 shares

How much of MMIN does insiders own?

Around 0 NYLI MacKay Muni Insured ETF shares are held by insiders, which represents about N/A of MMIN stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MMIN?

SAVVY ADVISORS, INC. is the largest institutional owner in MMIN which holds 14.84 thousand shares worth $359.31K or 0.08% of the total MMIN shares outstanding followed by TRUIST FINANCIAL CORP with ownership of 16.45 thousand shares representing 0.08% of the MMIN ownership. STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the third largest stakeholder with 17.73 thousand shares or 0.09% of the ownership worth more than $429.12K.

Is NYLI MacKay Muni Insured ETF 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 MMIN is concerned, it is a stock which is not optionable.

Is there a short position on MMIN's shares?

Number of MMIN 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 MMIN shares are there?

As of today, null shares of MMIN are outstanding.

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

MMIN 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 MMIN is null.

NYLI MacKay Muni Insured ETF (MMIN) 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. SAVVY ADVISORS, INC. is the top corporate investor, holding 14.84K shares valued at $359.31K. A 0.08% stake in NYLI MacKay Muni Insured ETF is owned by the company. TRUIST FINANCIAL CORP owns 16.45K shares valued at $398.26K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SAVVY ADVISORS, INC.	0.08%	14.84K	359.31K	227	+1.55%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.08%	16.45K	398.26K	-50	-0.30%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	17.73K	429.12K	5.25K	+42.08%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.11%	20.46K	495.29K	20.46K	+100.00%
Jun 30, 2026	SHP WEALTH MANAGEMENT	0.11%	21K	508.48K	-246	-1.16%
Jun 30, 2026	NEWEDGE WEALTH, LLC	0.11%	22.22K	537.9K	-2.42K	-9.80%
Jun 30, 2026	CITADEL ADVISORS LLC	0.12%	22.46K	543.85K	-13.56K	-37.63%
Jun 30, 2026	PAULSON WEALTH MANAGEMENT INC.	0.12%	22.89K	554.07K	-7.9K	-25.67%
Jun 30, 2026	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.12%	23.44K	567.46K	1.85K	+8.54%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	25.15K	609K	43	+0.17%
Jun 30, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.14%	27.65K	671.45K	0	0
Jun 30, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.15%	29.38K	711.2K	546	+1.89%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.16%	31.94K	773.22K	11.26K	+54.48%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.17%	32.37K	783.62K	32.37K	+100.00%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	36.1K	873.98K	-800	-2.17%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.12%	217.97K	5.28M	66.82K	+44.21%
Jun 30, 2026	NUVEEN, LLC	0.19%	37.36K	904.49K	37.36K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	38.17K	924.03K	835	+2.24%
Jun 30, 2026	MARINER, LLC	0.21%	41.71K	1.01M	-715	-1.69%
Jun 30, 2026	HILTON HEAD CAPITAL PARTNERS, LLC	0.28%	54.97K	1.33M	-11.37K	-17.14%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	58.27K	1.41M	-624	-1.06%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.33%	64.81K	1.57M	64.81K	+100.00%
Jun 30, 2026	ECON FINANCIAL SERVICES CORP	0.35%	68.27K	1.65M	-589	-0.86%
Jun 30, 2026	BCS WEALTH MANAGEMENT	0.37%	71.08K	1.72M	5.35K	+8.14%
Jun 30, 2026	FLUENT FINANCIAL, LLC	1.44%	279.63K	6.77M	16.01K	+6.07%
Jun 30, 2026	GOTHAM ASSET MANAGEMENT, LLC	1.61%	314.16K	7.61M	314.16K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.65%	321.46K	7.78M	8.41K	+2.69%
Jun 30, 2026	PALLAS CAPITAL ADVISORS LLC	1.92%	374.54K	9.07M	22.12K	+6.28%
Jun 30, 2026	RTD FINANCIAL ADVISORS, INC.	2.7%	524.86K	12.71M	22.95K	+4.57%
Jun 30, 2026	LPL FINANCIAL LLC	2.7%	525.29K	12.72M	66.23K	+14.43%
Jun 30, 2026	ACT ADVISORS, LLC.	2.85%	555.56K	13.45M	155	+0.03%
Jun 30, 2026	UBS GROUP AG	2.98%	580.7K	14.06M	27.71K	+5.01%
Jun 30, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	3.57%	694.63K	16.82M	-5.69K	-0.81%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	14.86%	2.89M	70M	666.48K	+29.96%
Jun 30, 2026	MORGAN STANLEY	19.32%	3.76M	91.04M	-366.95K	-8.89%
Jun 30, 2026	PURUS WEALTH MANAGEMENT, LLC	0.37%	72.8K	1.76M	5.23K	+7.75%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.38%	74.43K	1.8M	6.81K	+10.06%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.26%	51.17K	1.24M	452	+0.89%
Jun 30, 2026	CROBAN	0.4%	77.61K	1.88M	328	+0.42%
Jun 30, 2026	CFO4LIFE GROUP, LLC	0.17%	34.01K	823.47K	320	+0.95%
Jun 30, 2026	FIDUCIARY TRUST CO	0.42%	82.2K	1.99M	-3.09K	-3.62%
Jun 30, 2026	JANE STREET GROUP, LLC	0.49%	94.8K	2.3M	24.23K	+34.33%
Jun 30, 2026	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.59%	113.94K	2.76M	1.05K	+0.93%
Jun 30, 2026	ROYAL BANK OF CANADA	0.62%	120.91K	2.93M	12.97K	+12.01%
Jun 30, 2026	VERTEX PLANNING PARTNERS, LLC	0.66%	128.72K	3.12M	12.02K	+10.30%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	130.93K	3.15M	13.29K	+11.29%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.68%	131.61K	3.19M	21.25K	+19.25%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.31%	60.26K	1.46M	60.26K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.31%	60.3K	1.46M	37.43K	+163.67%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.8%	156.25K	3.78M	31.03K	+24.78%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.3K	30.78K	1.3K	+100.00%
Mar 31, 2026	ASSETMARK, INC	0.01%	1.61K	38.13K	0	0
Mar 31, 2026	MRP CAPITAL INVESTMENTS, LLC	0.01%	1.9K	45.05K	0	0
Mar 31, 2026	PHYSICIAN WEALTH ADVISORS, INC.	0.02%	3.28K	77.7K	30	+0.92%
Mar 31, 2026	MILLSTONE EVANS GROUP, LLC	0.03%	5.67K	134.51K	0	0
Mar 31, 2026	AMERICANA PARTNERS, LLC	0.05%	8.54K	202.48K	0	0
Mar 31, 2026	CLARO ADVISORS LLC	0.05%	9K	213.39K	0	0
Mar 31, 2026	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.14%	27.65K	657.74K	-3.69K	-11.79%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.6%	117.64K	2.81M	-54.54K	-31.67%
Mar 31, 2026	SHP WEALTH MANAGEMENT	0.11%	21.25K	503.82K	-116	-0.54%
Mar 31, 2026	HILTON HEAD CAPITAL PARTNERS, LLC	0.34%	66.34K	1.57M	-5.17K	-7.23%
Mar 31, 2026		0.11%	21.25K	503.82K	-116	-0.54%
Mar 31, 2026	CROBAN	0.4%	77.28K	1.83M	19.67K	+34.15%
Mar 31, 2026	BCS WEALTH MANAGEMENT	0.34%	65.74K	1.56M	-54.38K	-45.27%
Mar 31, 2026	PURUS WEALTH MANAGEMENT, LLC	0.35%	67.56K	1.6M	32.89K	+94.83%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.19%	36.08K	855K	36.08K	+100.00%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.19%	36.9K	874.9K	-2K	-5.14%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.19%	37.33K	885.14K	8.89K	+31.26%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.26%	50.72K	1.2M	-7.81K	-13.34%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.35%	67.62K	1.6M	679	+1.01%
Mar 31, 2026	FIDUCIARY TRUST CO	0.44%	85.28K	2.02M	28K	+48.88%
Mar 31, 2026	ROYAL BANK OF CANADA	0.55%	107.94K	2.56M	-82.36K	-43.28%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.61%	313.06K	7.42M	44.74K	+16.68%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	1.81%	352.42K	8.36M	-23.28K	-6.20%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	58.89K	1.4M	-2.22K	-3.64%
Mar 31, 2026	FLUENT FINANCIAL, LLC	1.35%	263.63K	6.33M	72.79K	+38.14%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.07%	14.12K	334.78K	-27.36K	-65.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.19%	36.02K	854.03K	36.02K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.78%	151.15K	3.58M	51.08K	+51.05%
Mar 31, 2026	LPL FINANCIAL LLC	2.36%	459.06K	10.88M	70.41K	+18.12%
Mar 31, 2026	RTD FINANCIAL ADVISORS, INC.	2.58%	501.92K	11.9M	8.87K	+1.80%
Mar 31, 2026	UBS GROUP AG	2.84%	552.99K	13.11M	-5.49K	-0.98%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	12.48K	295.78K	10.48K	+523.75%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.08%	14.61K	346.49K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	15.6K	369.88K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.08%	16.5K	391.22K	-3.78K	-18.65%
Mar 31, 2026	NARWHAL CAPITAL MANAGEMENT	0.1%	19.66K	466.14K	-4.24K	-17.75%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.11%	20.68K	490.2K	7.81K	+60.66%
Mar 31, 2026	CFO4LIFE GROUP, LLC	0.17%	33.69K	798.89K	253	+0.76%
Mar 31, 2026	COOPER FINANCIAL GROUP	0.07%	12.25K	290.5K	12.25K	+100.00%
Mar 31, 2026	SNOWDEN CAPITAL ADVISORS LLC	0.06%	12.26K	291.71K	3.31K	+36.90%
Mar 31, 2026	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.11%	21.59K	511.99K	1.06K	+5.17%
Mar 31, 2026	LANDMARK WEALTH MANAGEMENT, LLC	0.15%	28.83K	683.56K	8.23K	+39.92%
Mar 31, 2026	PAULSON WEALTH MANAGEMENT INC.	0.16%	30.79K	729.98K	-3.08K	-9.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.57%	110.36K	2.62M	22.96K	+26.27%
Mar 31, 2026	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.58%	112.89K	2.68M	1.96K	+1.77%
Mar 31, 2026	VERTEX PLANNING PARTNERS, LLC	0.6%	116.71K	2.77M	70.63K	+153.29%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.64%	125.22K	2.97M	-769	-0.61%
Mar 31, 2026	ELEQUIN SECURITIES, LLC	0.68%	132.87K	3.17M	83.5K	+169.12%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.06%	9.73K	231.45K	200	+2.10%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.12%	22.87K	542.25K	-29.3K	-56.16%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.13%	24.63K	584.05K	24.63K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	25.1K	595K	4.4K	+21.24%
Mar 31, 2026	MARINER, LLC	0.22%	42.43K	1.01M	-17.3K	-28.96%
Mar 31, 2026	ECON FINANCIAL SERVICES CORP	0.35%	68.86K	1.63M	68.86K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.36%	70.57K	1.67M	-36.84K	-34.30%
Mar 31, 2026	ACT ADVISORS, LLC.	2.85%	555.4K	13.17M	4.66K	+0.85%
Mar 31, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	3.6%	700.32K	16.6M	34.45K	+5.17%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	11.43%	2.22M	52.75M	773.32K	+53.28%
Mar 31, 2026	MORGAN STANLEY	21.21%	4.13M	97.86M	859.78K	+26.31%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0%	457	10.88K	0	0
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	1.12K	26.6K	1.12K	+100.00%
Dec 31, 2025	AMERICANA PARTNERS, LLC	0.05%	8.54K	204.45K	8.54K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.28%	1.45M	34.75M	39.68K	+2.81%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	268.31K	6.42M	26.03K	+10.74%
Dec 31, 2025	MARINER, LLC	0.38%	59.72K	1.43M	-3.74K	-5.89%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.31%	49.37K	1.18M	24.27K	+96.65%
Dec 31, 2025	GTS SECURITIES LLC	0.29%	45.31K	1.08M	14.79K	+48.49%
Dec 31, 2025	PURUS WEALTH MANAGEMENT, LLC	0.23%	34.68K	830.17K	19.56K	+129.45%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	28.44K	680.9K	4.84K	+20.51%
Dec 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.14%	20.6K	493.27K	-2.73K	-11.70%
Dec 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.13%	20.53K	491.56K	-81	-0.39%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.07%	10.42K	249.38K	10.42K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.06%	9.53K	228.88K	0	0
Dec 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.02%	3.25K	77.73K	133	+4.27%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	2.6K	62.2M	2.6K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2K	47.88K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	2K	47.88K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.14%	172.18K	4.13M	6.24K	+3.76%
Dec 31, 2025	BCS WEALTH MANAGEMENT	0.79%	120.12K	2.88M	75.72K	+170.58%
Dec 31, 2025	CROBAN	0.37%	57.61K	1.38M	9.3K	+19.24%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.26%	38.9K	931.27K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	15.6K	373.46K	0	0
Dec 31, 2025	SAVVY ADVISORS, INC.	0.1%	14.61K	349.85K	-2.69K	-15.56%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	12.87K	308.08K	2.11K	+19.58%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.37%	58.52K	1.4M	-4.86K	-7.67%
Dec 31, 2025	PAULSON WEALTH MANAGEMENT INC.	0.22%	33.87K	810.85K	-721	-2.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	100.07K	2.4M	30.64K	+44.13%
Dec 31, 2025	CFO4LIFE GROUP, LLC	0.22%	33.44K	800.59K	1K	+3.08%
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.2%	31.34K	752.82K	-1.54K	-4.69%
Dec 31, 2025	MORGAN STANLEY	20.9%	3.27M	78.23M	339.35K	+11.59%
Dec 31, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	4.25%	665.87K	15.94M	10.79K	+1.65%
Dec 31, 2025	UBS GROUP AG	3.57%	558.48K	13.37M	-119.9K	-17.67%
Dec 31, 2025	ACT ADVISORS, LLC.	3.64%	550.75K	13.18M	52.97K	+10.64%
Dec 31, 2025	RTD FINANCIAL ADVISORS, INC.	3.26%	493.05K	11.8M	-5.54K	-1.11%
Dec 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-8.48K	-100.00%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	2.49%	375.69K	8.99M	28.36K	+8.17%
Dec 31, 2025	LPL FINANCIAL LLC	2.48%	388.65K	9.3M	-89.29K	-18.68%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.83%	125.99K	3.02M	-15.65K	-11.05%
Dec 31, 2025	FIDUCIARY TRUST CO	0.37%	57.28K	1.37M	199	+0.35%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.35%	52.17K	1.25M	-7.63K	-12.76%
Dec 31, 2025	VERTEX PLANNING PARTNERS, LLC	0.29%	46.08K	1.1M	6.92K	+17.68%
Dec 31, 2025	CLARO ADVISORS LLC	0.06%	9K	215.46K	0	0
Dec 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.06%	8.96K	215.15K	-2.82K	-23.97%
Dec 31, 2025	MILLSTONE EVANS GROUP, LLC	0.04%	5.67K	135.81K	0	0
Dec 31, 2025	NARWHAL CAPITAL MANAGEMENT	0.16%	23.9K	572.26K	-938	-3.78%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	20.71K	496K	-5.84K	-22.01%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.13%	20.28K	485.55K	2.28K	+12.66%
Dec 31, 2025	FLUENT FINANCIAL, LLC	1.26%	190.84K	4.57M	16.44K	+9.43%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.26%	41.48K	993.02K	-7.63K	-15.54%
Dec 31, 2025	ROYAL BANK OF CANADA	1.22%	190.31K	4.56M	117.01K	+159.65%
Dec 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.71%	110.93K	2.66M	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.71%	107.42K	2.57M	71.66K	+200.44%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	87.4K	2.09M	16.73K	+23.68%
Dec 31, 2025		0.14%	21.37K	511.48K	21.37K	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.43%	66.94K	1.6M	-140	-0.21%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	61.12K	1.46M	-8.47K	-12.17%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	1.9K	45.5K	1.9K	+100.00%
Dec 31, 2025	MRP CAPITAL INVESTMENTS, LLC	0.01%	1.9K	45.49K	200	+11.76%
Dec 31, 2025	ASSETMARK, INC	0.01%	1.61K	38.5K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	457	11.02K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	355	8.5K	355	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.27%	38.9K	926.21K	6K	+18.24%
Sep 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.14%	20.61K	490.82K	-2.57K	-11.07%
Sep 30, 2025	NORTHERN TRUST CORP	0.13%	19K	452.27K	19K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	15.6K	371.44K	0	0
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.02%	3.11K	74.15K	58	+1.90%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	69.59K	1.66M	-10.91K	-13.55%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.47%	67.08K	1.6M	-1.69K	-2.45%
Sep 30, 2025	FIDUCIARY TRUST CO	0.4%	57.09K	1.36M	-6K	-9.51%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	10.76K	256.25K	1.08K	+11.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.7%	242.28K	5.77M	-82.82K	-25.47%
Sep 30, 2025	FLUENT FINANCIAL, LLC	1.22%	174.4K	4.15M	-2.84K	-1.60%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.34%	49.11K	1.17M	-4.96K	-9.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	69.43K	1.64M	43.51K	+167.82%
Sep 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	4.59%	655.08K	15.6M	-76.08K	-10.40%
Sep 30, 2025	MARINER, LLC	0.44%	63.46K	1.51M	-13.79K	-17.85%
Sep 30, 2025	UBS GROUP AG	4.75%	678.39K	16.15M	-50.67K	-6.95%
Sep 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.08%	11.78K	280.46K	-10.19K	-46.38%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	18K	428.65K	726	+4.20%
Sep 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.24%	34.59K	823.61K	7.84K	+29.28%
Sep 30, 2025	BCS WEALTH MANAGEMENT	0.31%	44.39K	1.06M	-6.3K	-12.43%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2K	47.62K	0	0
Sep 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	0.78%	110.93K	2.64M	-253.88K	-69.59%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0.18%	25.11K	597.77K	-14.89K	-37.24%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.07%	9.53K	226.86K	9.53K	+100.00%
Sep 30, 2025	MORGAN STANLEY	20.51%	2.93M	69.72M	148.67K	+5.35%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	9.89%	1.41M	33.62M	363.62K	+34.69%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	2K	47.62K	0	0
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.42%	59.8K	1.42M	-4.79K	-7.41%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.12%	17.31K	412.08K	434	+2.57%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	63.39K	1.51M	723	+1.15%
Sep 30, 2025	CROBAN	0.34%	48.31K	1.15M	-4.45K	-8.44%
Sep 30, 2025	JANE STREET GROUP, LLC	0.25%	35.75K	851.26K	-309.86K	-89.66%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.24%	33.99K	809.33K	15.13K	+80.24%
Sep 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.27%	39.15K	932.26K	-595	-1.50%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	23.6K	561.96K	-22.92K	-49.27%
Sep 30, 2025	RTD FINANCIAL ADVISORS, INC.	3.49%	498.6K	11.87M	-5.18K	-1.03%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	2.43%	347.33K	8.27M	8.18K	+2.41%
Sep 30, 2025	ROYAL BANK OF CANADA	0.51%	73.29K	1.75M	10.82K	+17.32%
Sep 30, 2025	GTS SECURITIES LLC	0.21%	30.51K	726.47K	-1.52K	-4.76%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	26.55K	632K	5.82K	+28.08%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.16%	165.94K	3.95M	8.44K	+5.36%
Sep 30, 2025	LPL FINANCIAL LLC	3.35%	477.94K	11.38M	-37.73K	-7.32%
Sep 30, 2025	PURUS WEALTH MANAGEMENT, LLC	0.11%	15.11K	359.84K	15.11K	+100.00%
Sep 30, 2025	CLARO ADVISORS LLC	0.06%	9K	214.29K	9K	+100.00%
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.06%	8.48K	201.81K	8.48K	+100.00%
Sep 30, 2025	MILLSTONE EVANS GROUP, LLC	0.04%	5.67K	135.07K	1.44K	+34.02%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.99%	141.64K	3.37M	671	+0.48%
Sep 30, 2025	CFO4LIFE GROUP, LLC	0.23%	32.44K	772.42K	2.74K	+9.24%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	29.66K	706.18K	20.82K	+235.70%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	70.67K	1.68M	22.09K	+45.46%
Sep 30, 2025	COMERICA BANK	0%	0	-	-5.99K	-100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	457	10.89K	457	+100.00%
Sep 30, 2025	ASSETMARK, INC	0.01%	1.61K	38.29K	0	0
Sep 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.17%	24.84K	591.49K	-4.5K	-15.35%
Sep 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.16%	23.33K	555.58K	-8.84K	-27.48%
Sep 30, 2025	ACT ADVISORS, LLC.	3.49%	497.77K	11.85M	497.77K	+100.00%
Jun 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	5.3%	731.16K	17.04M	-76.03K	-9.42%
Jun 30, 2025	CROBAN	0.38%	52.76K	1.23M	15.96K	+43.38%
Jun 30, 2025	MILLSTONE EVANS GROUP, LLC	0.03%	4.23K	98.67K	4.23K	+100.00%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	2.46%	339.15K	7.91M	11.49K	+3.51%
Jun 30, 2025	JANE STREET GROUP, LLC	2.5%	345.61K	8.06M	327.75K	+1,835.41%
Jun 30, 2025	LPL FINANCIAL LLC	3.74%	515.66K	12.02M	-40.45K	-7.27%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.02%	140.97K	3.29M	140.97K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.14%	157.5K	3.65M	157.5K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-833	-100.00%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-9.13K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-3.12K	-100.00%
Jun 30, 2025	ASSETMARK, INC	0.01%	1.61K	37.48K	1.61K	+100.00%
Jun 30, 2025	UBS GROUP AG	5.28%	729.06K	16.99M	268.28K	+58.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.59%	1.05M	24.43M	-128.65K	-10.93%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.07%	9.69K	226K	9.69K	+100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.11%	15.6K	363.64K	-975	-5.88%
Jun 30, 2025	FOREFRONT ANALYTICS, LLC	0.38%	52.76K	1.23M	52.76K	+100.00%
Jun 30, 2025	FLUENT FINANCIAL, LLC	1.28%	177.24K	4.13M	24.24K	+15.85%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.12%	16.87K	393.31K	174	+1.04%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	18.86K	439.6K	2.01K	+11.93%
Jun 30, 2025	PAULSON WEALTH MANAGEMENT INC.	0.19%	26.76K	623.68K	-80.42K	-75.03%
Jun 30, 2025	CFO4LIFE GROUP, LLC	0.22%	29.7K	692.23K	276	+0.94%
Jun 30, 2025	GTS SECURITIES LLC	0.23%	32.04K	746.74K	10.08K	+45.89%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2K	46.62K	0	0
Jun 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.02%	3.06K	71.24K	36	+1.19%
Jun 30, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.23%	32.18K	750K	18.59K	+136.84%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.29%	40K	932.4K	40K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.35%	47.99K	1.12M	47.99K	+100.00%
Jun 30, 2025	BCS WEALTH MANAGEMENT	0.37%	50.7K	1.18M	-30.2K	-37.33%
Jun 30, 2025		0.03%	4.23K	98.67K	4.23K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	8.84K	205.94K	-12.77K	-59.10%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.45%	62.66K	1.46M	24.22K	+63.02%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.48%	66.35K	1.55M	66.35K	+100.00%
Jun 30, 2025	MARINER, LLC	0.56%	77.25K	1.8M	-3.76K	-4.64%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	80.5K	1.88M	-1.52K	-1.85%
Jun 30, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.17%	23.18K	540.33K	-4K	-14.72%
Jun 30, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	2.64%	364.81K	8.5M	91.23K	+33.35%
Jun 30, 2025	RTD FINANCIAL ADVISORS, INC.	3.65%	503.77K	11.74M	-90.33K	-15.20%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	0%	0	-	-6.14M	-100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-13.38K	-100.00%
Jun 30, 2025	MORGAN STANLEY	20.14%	2.78M	64.79B	525.56K	+23.32%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	2K	46.62K	0	0
Jun 30, 2025	NARWHAL CAPITAL MANAGEMENT	0.21%	29.35K	684.03K	1.3K	+4.63%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	32.9K	766.9K	-18.5K	-35.99%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	25.93K	604.99K	39	+0.15%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.13%	17.28K	402.73K	313	+1.85%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	20.73K	483K	-10.45K	-33.51%
Jun 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.29%	39.75K	926.55K	-5.3K	-11.77%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	46.52K	1.08M	-21.17K	-31.27%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.35%	48.58K	1.13M	9.01K	+22.77%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.36%	325.1K	7.58M	-12.88K	-3.81%
Jun 30, 2025	HRT FINANCIAL LP	0.15%	21.35K	497K	11.7K	+121.22%
Jun 30, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.16%	21.97K	512.09K	-21.85K	-49.87%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.5%	68.77K	1.6M	-1.59K	-2.26%
Jun 30, 2025	FIDUCIARY TRUST CO	0.46%	63.09K	1.47M	29.1K	+85.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	62.47K	1.46M	-180.51K	-74.29%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.39%	54.07K	1.26M	313	+0.58%
Jun 30, 2025	CITADEL ADVISORS LLC	0.12%	16.47K	383.92M	16.47K	+100.00%
Jun 30, 2025	COMERICA BANK	0.04%	5.99K	139.73K	39	+0.65%
Mar 31, 2025	MARINER, LLC	0.41%	81.02K	1.91M	22.35K	+38.09%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	16.85K	398.14K	16.85K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.09%	16.96K	400.86K	0	0
Mar 31, 2025	NARWHAL CAPITAL MANAGEMENT	0.14%	28.05K	662.73K	28.05K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.23%	242.98K	5.74M	-10.49K	-4.14%
Mar 31, 2025	SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP	1.38%	273.57K	6.46M	-20.72K	-7.04%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	1.66%	327.65K	7.74M	8.35K	+2.62%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	337.99K	7.99M	-178K	-34.50%
Mar 31, 2025	UBS GROUP AG	2.33%	460.78K	10.89M	-2.77K	-0.60%
Mar 31, 2025	LPL FINANCIAL LLC	2.81%	556.11K	13.14M	-325.28K	-36.91%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.95%	1.18M	27.81M	-12.98K	-1.09%
Mar 31, 2025	MORGAN STANLEY	11.4%	2.25M	53.26M	129.3K	+6.09%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	31.09%	6.14M	145.18M	15.2K	+0.25%
Mar 31, 2025	SAVVY ADVISORS, INC.	0.08%	16.7K	394.6K	1.69K	+11.26%
Mar 31, 2025	JANE STREET GROUP, LLC	0.09%	17.86K	421.96K	-265.16K	-93.69%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	21.6K	510.43K	650	+3.10%
Mar 31, 2025	GTS SECURITIES LLC	0.11%	21.96K	518.89K	5.82K	+36.04%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	25.89K	611.72K	9.91K	+62.04%
Mar 31, 2025		0.19%	36.8K	869.13K	36.8K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	39.57K	934.99K	11.54K	+41.15%
Mar 31, 2025	SNOWDEN CAPITAL ADVISORS LLC	0.22%	43.82K	1.04M	-3.35K	-7.10%
Mar 31, 2025	VERTEX PLANNING PARTNERS, LLC	0.23%	45.05K	1.06M	-3.64K	-7.48%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	38.44K	908.34K	-21	-0.05%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	833	19.71K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.02%	3.12K	73.62K	0	0
Mar 31, 2025	COMERICA BANK	0.03%	5.96K	140.72K	-29.95K	-83.41%
Mar 31, 2025	BCS WEALTH MANAGEMENT	0.41%	80.9K	1.91M	-8.63K	-9.64%
Mar 31, 2025	PAULSON WEALTH MANAGEMENT INC.	0.54%	107.17K	2.53M	-1.33K	-1.23%
Mar 31, 2025	MARCUM WEALTH, LLC	0.74%	147.03K	3.47M	5.8K	+4.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-2.78K	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2K	47.26K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	2K	47.26K	0	0
Mar 31, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0.02%	3.02K	71.36K	-58	-1.88%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.05%	9.13K	215.77K	-774	-7.81%
Mar 31, 2025	HRT FINANCIAL LP	0.05%	9.65K	228K	-10.54K	-52.19%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	13.38K	316K	-969	-6.75%
Mar 31, 2025	LANDMARK WEALTH MANAGEMENT, LLC	0.07%	13.59K	321K	3.12K	+29.85%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.26%	51.4K	1.21M	13K	+33.85%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.27%	53.75K	1.27M	3.53K	+7.03%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.34%	67.69K	1.6M	-19.27K	-22.16%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.36%	70.36K	1.66M	-11.15K	-13.67%
Mar 31, 2025	FLUENT FINANCIAL, LLC	0.77%	153K	3.62M	-9.61K	-5.91%
Mar 31, 2025	RTD FINANCIAL ADVISORS, INC.	3.01%	594.11K	14.04M	26.76K	+4.72%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	16.58K	391.67K	-20.73K	-55.57%
Mar 31, 2025	SYNTEGRA PRIVATE WEALTH GROUP, LLC	0.14%	27.18K	642.26K	-3.81K	-12.28%
Mar 31, 2025	CFO4LIFE GROUP, LLC	0.15%	29.42K	695.22K	246	+0.84%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	31.17K	737K	-9.28K	-22.93%
Mar 31, 2025	FIDUCIARY TRUST CO	0.17%	33.98K	803K	33.98K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	82.02K	1.94M	-4.34K	-5.02%

Frequently Asked Questions