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

Who are the major shareholders selling Columbia Multi-Sector Municipal Income ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in MUST by -66.77% restricting it's holding to 66.24 thousand shares of worth nearly $1.38M. AMERIPRISE FINANCIAL INC also lessened -12.51% of the MUST shares from its portfolio, reducing its holding to 2.94 million shares of worth $61.23M. ARBOR CAPITAL MANAGEMENT INC /ADV also shunned MUST shares holding by -1.41% last quarter which brought its holding to 81.65 thousand shares worth $1.67M.

Investors who are buying MUST stock?

As per its latest 13F filing, GOLDMAN SACHS GROUP INC increased its stake in MUST by 100% in the last quarter. The institutional holder raised its holding to 74.79 thousand shares having worth more than $1.56M. FOUNDATIONS INVESTMENT ADVISORS, LLC also added 8.17% more shares of MUST to its portfolio, raising its holding to 107.51 thousand shares of worth $2.24M. FREDERICK FINANCIAL CONSULTANTS, LLC also increased its MUST shares holding by 10.35% which brought its holding to 158.98 thousand shares worth $3.31M.

MUST's major insiders: who are they?

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

Did an insider recently sell MUST stock?

Company executives, directors, and other insiders own N/A percent of Columbia Multi-Sector Municipal Income ETF's stock. Within the last six months, there have been 0 transaction(s) in which MUST insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MUST stock?

There have been 0 transaction(s) during the past 6-months in which Columbia Multi-Sector Municipal Income ETF insiders have bought stock, totalling 0 shares

How much of MUST does insiders own?

Around 0 Columbia Multi-Sector Municipal Income ETF shares are held by insiders, which represents about N/A of MUST stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in MUST?

JPMORGAN CHASE & CO is the largest institutional owner in MUST which holds 66.24 thousand shares worth $1.38M or 0.22% of the total MUST shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 74.79 thousand shares representing 0.25% of the MUST ownership. FOUNDATIONS INVESTMENT ADVISORS, LLC is the third largest stakeholder with 107.51 thousand shares or 0.36% of the ownership worth more than $2.24M.

Is Columbia Multi-Sector Municipal Income 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 MUST is concerned, it is a stock which is not optionable.

Is there a short position on MUST's shares?

Number of MUST 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 MUST shares are there?

As of today, null shares of MUST are outstanding.

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

MUST 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 MUST is null.

Columbia Multi-Sector Municipal Income ETF (MUST) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 66.24K shares valued at $1.38M. A 0.22% stake in Columbia Multi-Sector Municipal Income ETF is owned by the company. GOLDMAN SACHS GROUP INC owns 74.79K shares valued at $1.56M, which translates its holding of 0.25% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	0.22%	66.24K	1.38M	-133.07K	-66.77%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.25%	74.79K	1.56M	74.79K	+100.00%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.36%	107.51K	2.24M	8.12K	+8.17%
Jun 30, 2026	FREDERICK FINANCIAL CONSULTANTS, LLC	0.53%	158.98K	3.31M	14.91K	+10.35%
Jun 30, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.56%	166.06K	3.45M	8.28K	+5.25%
Jun 30, 2026	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.59%	176.44K	3.67M	11.92K	+7.24%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.66%	195.46K	4.07M	13.97K	+7.70%
Jun 30, 2026	ROYAL BANK OF CANADA	0.83%	246.43K	5.13M	3.28K	+1.35%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.98%	290.66K	6.05M	8.21K	+2.91%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.49%	1.04M	21.58M	13.62K	+1.33%
Jun 30, 2026	WAVERLY ADVISORS, LLC	1.12%	334.76K	6.96M	323.83K	+2,962.74%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.01%	1.49M	31.04M	68.96K	+4.85%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	9.88%	2.94M	61.23M	-420.61K	-12.51%
Jun 30, 2026	LAKE STREET FINANCIAL LLC	0.23%	67.56K	1.41M	68	+0.10%
Jun 30, 2026	MARINER, LLC	0.24%	71.61K	1.49M	71.61K	+100.00%
Jun 30, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0.27%	81.65K	1.67M	-1.17K	-1.41%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	87.71K	1.81M	-7.7K	-8.07%
Jun 30, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	0.77%	229.67K	4.78M	2.4K	+1.06%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.08%	24.75K	514.8K	24.75K	+100.00%
Jun 30, 2026	NORTHROCK PARTNERS, LLC	0.33%	97.36K	2.03M	-15.56K	-13.78%
Jun 30, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.36%	107.12K	2.23M	8.89K	+9.05%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.14%	41.07K	854.32K	27.34K	+199.08%
Jun 30, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.16%	47K	977.6K	200	+0.43%
Jun 30, 2026	LM ADVISORS LLC	0.17%	49.88K	1.04M	49.88K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.42%	125.86K	2.62M	-1.44K	-1.13%
Jun 30, 2026	CENTRAL TRUST CO	0.45%	135.38K	2.82M	875	+0.65%
Jun 30, 2026	GENESIS PRIVATE WEALTH, LLC	0.47%	141.22K	2.94M	11.86K	+9.17%
Jun 30, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.05%	14.46K	300.75K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	15.56K	323.65K	4.39K	+39.24%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.05%	15.58K	324K	3.92K	+33.64%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	17.69K	368.01K	157	+0.90%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.06%	18.33K	381.19K	-6.07K	-24.89%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.07%	19.01K	395.48K	7.56K	+66.04%
Jun 30, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.07%	19.07K	396.61K	-5.17K	-21.32%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.07%	19.62K	408.14K	-452	-2.25%
Jun 30, 2026	DAVENPORT & CO LLC	0.07%	20.89K	434.43K	1.77K	+9.27%
Jun 30, 2026	FIFTH THIRD BANCORP	0.08%	23.28K	484.31K	514	+2.26%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.51%	152.92K	3.18M	9.98K	+6.98%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.8%	238.27K	4.96M	11.96K	+5.28%
Jun 30, 2026	UBS GROUP AG	0.81%	242.08K	5.04M	21.09K	+9.54%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.83%	247.9K	5.16M	171.62K	+224.97%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.96%	285.07K	5.93M	163	+0.06%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.98%	292.53K	5.96M	292.53K	+100.00%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	1.38%	410.03K	8.53M	395.45K	+2,712.09%
Jun 30, 2026	HAVEN PRIVATE, LLC	3.99%	1.19M	24.73M	128.61K	+12.13%
Jun 30, 2026	LPL FINANCIAL LLC	13.01%	3.87M	80.56M	-246.16K	-5.98%
Jun 30, 2026	MORGAN STANLEY	19.62%	5.84M	121.47M	-68.49K	-1.16%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	58.49K	1.22M	-1.31K	-2.19%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.17%	51.32K	1.07M	-2.73K	-5.04%
Jun 30, 2026	LAKESIDE ADVISORS, INC.	0.12%	36.34K	755.87K	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.11%	33.67K	700.38K	-11.04K	-24.70%
Jun 30, 2026		0.12%	33.86K	704.37K	10K	+41.87%
Jun 30, 2026	MONEYWISE, INC.	0.13%	37.86K	787.47K	-3.04K	-7.43%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	31.73K	660K	-550	-1.70%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.09%	25.91K	538.91K	-56.34K	-68.50%
Jun 30, 2026	CONDOR CAPITAL MANAGEMENT	0.21%	63.78K	1.33M	1.07K	+1.71%
Jun 30, 2026	VESTED FINANCIAL PLANNING, LLC	0.09%	25.91K	538.91K	25.91K	+100.00%
Jun 30, 2026	RARE WOLF CAPITAL LLC	0.11%	33.86K	704.37K	10K	+41.87%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.12%	34.38K	715.19K	28.27K	+462.29%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.13%	37.27K	775.18K	23	+0.06%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.16%	46.78K	973.09K	30.84K	+193.37%
Mar 31, 2026	HAVEN PRIVATE, LLC	3.62%	1.06M	21.75M	103.72K	+10.84%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	19.84K	407K	-939	-4.52%
Mar 31, 2026	DAVENPORT & CO LLC	0.07%	19.11K	392.03K	586	+3.16%
Mar 31, 2026	LAKESIDE ADVISORS, INC.	0.12%	36.34K	745.33K	0	0
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.13%	37.25K	763.89K	-5.95K	-13.77%
Mar 31, 2026	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.16%	46.8K	958.92K	30.4K	+185.37%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.18%	54.05K	1.11M	54.05K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	59.8K	1.23M	2.09K	+3.62%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.21%	62.71K	1.29M	1.23K	+2.01%
Mar 31, 2026	LAKE STREET FINANCIAL LLC	0.23%	67.49K	1.38M	39	+0.06%
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.26%	76.28K	1.56M	43.94K	+135.83%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.28%	82.25K	1.69M	82.25K	+100.00%
Mar 31, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0.28%	82.82K	1.7M	5.31K	+6.85%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.33%	95.41K	1.95M	-55.51K	-36.78%
Mar 31, 2026	MORGAN STANLEY	20.15%	5.91M	121.19M	961.68K	+19.44%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.08%	24.4K	500.41K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.08%	24.86K	509.86K	24.86K	+100.00%
Mar 31, 2026	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.09%	25.09K	514.64K	-2.59K	-9.36%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.11%	32.28K	662K	915	+2.92%
Mar 31, 2026	JANE STREET GROUP, LLC	0.12%	35.97K	737.75K	-61.58K	-63.12%
Mar 31, 2026	MONEYWISE, INC.	0.14%	40.9K	838.82K	-915	-2.19%
Mar 31, 2026	COLONY GROUP, LLC	0.15%	44.72K	917.11K	5.23K	+13.25%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.34%	99.39K	2.04M	16.89K	+20.48%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.39%	112.92K	2.32M	112.92K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.43%	127.3K	2.61M	2.8K	+2.25%
Mar 31, 2026	GENESIS PRIVATE WEALTH, LLC	0.44%	129.36K	2.65M	2.87K	+2.27%
Mar 31, 2026	CENTRAL TRUST CO	0.46%	134.51K	2.76M	-1.7K	-1.25%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.49%	142.94K	2.93M	2.92K	+2.08%
Mar 31, 2026	FREDERICK FINANCIAL CONSULTANTS, LLC	0.49%	144.07K	2.95M	6.59K	+4.79%
Mar 31, 2026	BAKER AVENUE ASSET MANAGEMENT, LP	0.54%	157.78K	3.24M	5.83K	+3.83%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.07%	20.07K	411.72K	20.07K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.07%	20.6K	422.51K	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.07%	21.15K	434K	21.15K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.08%	22.77K	467.01K	22.77K	+100.00%
Mar 31, 2026		0.07%	20.71K	424.66K	20.71K	+100.00%
Mar 31, 2026	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.08%	24.24K	497.07K	-328	-1.34%
Mar 31, 2026	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.56%	164.52K	3.37M	10.38K	+6.74%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.62%	181.49K	3.72M	-25.03K	-12.12%
Mar 31, 2026	JPMORGAN CHASE & CO	0.68%	199.31K	4.07M	-53.12K	-21.04%
Mar 31, 2026	UBS GROUP AG	0.75%	220.99K	4.53M	23.74K	+12.03%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.77%	226.31K	4.64M	207.36K	+1,094.26%
Mar 31, 2026	ROYAL BANK OF CANADA	0.83%	243.15K	4.99M	-84.02K	-25.68%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.96%	282.45K	5.79M	33.73K	+13.56%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	284.9K	5.84M	4.59K	+1.64%
Mar 31, 2026	TRUWEALTH ADVISORS, LLC	1.01%	294.98K	6.05M	4K	+1.37%
Mar 31, 2026	AMPLIUS WEALTH ADVISORS, LLC	0.34%	98.23K	2.01M	10.08K	+11.43%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.49%	1.02M	21M	62.23K	+6.47%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.85%	1.42M	29.19M	303.19K	+27.07%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	11.67%	3.36M	68.98M	493.58K	+17.20%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.04%	11.45K	234.87K	-9.59K	-45.59%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.04%	11.66K	239.07K	0	0
Mar 31, 2026	INTEGRITY WEALTH ADVISORS, INC.	0.04%	11.68K	239.48K	-1.38K	-10.55%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.04%	11.8K	241.94K	0	0
Mar 31, 2026	HORST & GRABEN WEALTH MANAGEMENT LLC	0.04%	12.69K	262.14K	55	+0.44%
Mar 31, 2026	LIBERTY SQUARE WEALTH PARTNERS LLC	0.05%	14.46K	296.55K	0	0
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	14.58K	299.06K	-584	-3.85%
Mar 31, 2026	ELEQUIN SECURITIES, LLC	0.05%	14.82K	303.96K	14.82K	+100.00%
Mar 31, 2026	CVFG LLC	0.05%	14.96K	306.77K	239	+1.62%
Mar 31, 2026	REDWOOD INVESTMENT MANAGEMENT, LLC	0.05%	14.97K	307K	76	+0.51%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	17.54K	359.67K	656	+3.89%
Mar 31, 2026	LPL FINANCIAL LLC	14.05%	4.12M	84.48M	1.29M	+45.76%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	280.32K	5.78M	7.86K	+2.88%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	1.14%	290.98K	6M	34.52K	+13.46%
Dec 31, 2025	ROYAL BANK OF CANADA	1.23%	327.17K	6.74M	91.74K	+38.97%
Dec 31, 2025	HAVEN PRIVATE, LLC	3.58%	956.52K	19.71M	84.09K	+9.64%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.04%	11.66K	240.23K	0	0
Dec 31, 2025	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.04%	11.68K	240.62K	0	0
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.04%	11.8K	243.12K	-11.31K	-48.95%
Dec 31, 2025	C M BIDWELL & ASSOCIATES LTD	0.05%	13.13K	270.55K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.61%	961.59K	19.82M	-1.03M	-51.63%
Dec 31, 2025	LPL FINANCIAL LLC	10.56%	2.83M	58.24M	307.18K	+12.20%
Dec 31, 2025	MORGAN STANLEY	18.56%	4.95M	101.96M	1.36M	+37.83%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.08%	20.6K	424.57K	20.6K	+100.00%
Dec 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.3%	77.52K	1.6M	2.03K	+2.69%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.31%	82.49K	1.7M	36.67K	+80.02%
Dec 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.34%	88.15K	1.82M	-3.53K	-3.85%
Dec 31, 2025	JANE STREET GROUP, LLC	0.38%	97.55K	2.01M	-25.94K	-21.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.06%	16.99K	350.22K	-10.51K	-38.22%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	22.77K	469.27K	1.25K	+5.79%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.09%	24.4K	502.85K	-811	-3.22%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	10.74%	2.87M	59.13M	105.03K	+3.80%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.59%	150.92K	3.12M	-5.74K	-3.66%
Dec 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.6%	154.14K	3.18M	6.45K	+4.36%
Dec 31, 2025	UBS GROUP AG	0.74%	197.26K	4.07M	-37.83K	-16.09%
Dec 31, 2025	JPMORGAN CHASE & CO	0.99%	252.43K	5.2M	142.45K	+129.51%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.04%	10.34K	213K	-2.54K	-19.72%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.04%	10.14K	208.97K	0	0
Dec 31, 2025	ORG PARTNERS LLC	0.04%	10.42K	214.67K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	31.37K	646K	3.39K	+12.12%
Dec 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.57%	151.96K	3.13M	16.04K	+11.80%
Dec 31, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.06%	15.53K	320.02K	-2.19K	-12.36%
Dec 31, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.06%	16.4K	338.44K	-1.4K	-7.87%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.07%	16.88K	347.92K	185	+1.11%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	18.95K	390.56K	6.15K	+48.05%
Dec 31, 2025		0.09%	24.16K	497.94K	24.16K	+100.00%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.13%	32.35K	666.65K	19.86K	+159.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.47%	124.5K	2.57M	15.49K	+14.21%
Dec 31, 2025	GENESIS PRIVATE WEALTH, LLC	0.49%	126.49K	2.61M	7.52K	+6.32%
Dec 31, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	0.51%	137.48K	2.83M	1.01K	+0.74%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.53%	140.02K	2.89M	13.22K	+10.43%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	248.72K	5.13M	18.72K	+8.14%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.23%	61.48K	1.27M	376	+0.62%
Dec 31, 2025	LAKE STREET FINANCIAL LLC	0.26%	67.45K	1.39M	85	+0.13%
Dec 31, 2025	CENTRAL TRUST CO	0.53%	136.21K	2.81M	9.45K	+7.45%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	4.2%	1.12M	23.08M	54.42K	+5.11%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	21.05K	433.75K	1.33K	+6.74%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	20.78K	428.34K	286	+1.40%
Dec 31, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.09%	22.65K	466.85K	22.65K	+100.00%
Dec 31, 2025	COMERICA BANK	0.09%	22.99K	473.78K	44	+0.19%
Dec 31, 2025	COLONY GROUP, LLC	0.15%	39.48K	813.72K	0	0
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.1%	27.68K	570.55K	-12	-0.04%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.77%	206.52K	4.26M	39.18K	+23.41%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	57.71K	1.19M	4.17K	+7.79%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.17%	43.19K	890.18K	-1.1K	-2.49%
Dec 31, 2025	MONEYWISE, INC.	0.16%	41.81K	861.77K	-15.69K	-27.28%
Dec 31, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.05%	12.64K	260.49K	97	+0.77%
Dec 31, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.05%	14.46K	298K	0	0
Dec 31, 2025	CVFG LLC	0.06%	14.72K	303.35K	-6.34K	-30.11%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.06%	14.72K	303.36K	326	+2.27%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	15.17K	312.55K	1.52K	+11.14%
Dec 31, 2025	DAVENPORT & CO LLC	0.07%	18.53K	381.86K	3.2K	+20.90%
Dec 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.09%	24.56K	506.24K	24.56K	+100.00%
Dec 31, 2025	LAKESIDE ADVISORS, INC.	0.14%	36.34K	748.97K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	21.52K	441.87K	0	0
Sep 30, 2025	DAVENPORT & CO LLC	0.07%	15.33K	314.62K	1.88K	+13.94%
Sep 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.07%	15.32K	314K	128	+0.84%
Sep 30, 2025	COMERICA BANK	0.1%	22.94K	471.04K	4.17K	+22.19%
Sep 30, 2025	MONEYWISE, INC.	0.24%	57.5K	1.18M	-21.36K	-27.09%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.21%	50.23K	1.03M	5.69K	+12.78%
Sep 30, 2025	LM ADVISORS LLC	0.18%	43.34K	890K	2.61K	+6.42%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.11%	25.21K	517.54K	1.14K	+4.74%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	23.18K	475.78K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.07%	16.14K	331.29K	16.14K	+100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.17%	39.48K	810.57K	-34.98K	-46.98%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	27.51K	564.69K	-2.63K	-8.72%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.1%	23.11K	474.35K	813	+3.65%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.07%	16.7K	342.75K	16.7K	+100.00%
Sep 30, 2025	MORGAN STANLEY	15.26%	3.59M	73.69M	330.06K	+10.13%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	11.75%	2.76M	56.76M	165.24K	+6.36%
Sep 30, 2025	LPL FINANCIAL LLC	10.71%	2.52M	51.71M	1.23M	+94.99%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	8.45%	1.99M	40.82M	169.29K	+9.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.53%	1.07M	21.88M	-3.85K	-0.36%
Sep 30, 2025	HAVEN PRIVATE, LLC	3.71%	872.43K	17.91M	50.84K	+6.19%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.16%	272.46K	5.59M	-42.89K	-13.60%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	1.09%	256.46K	5.27M	9.6K	+3.89%
Sep 30, 2025	ROYAL BANK OF CANADA	1%	235.43K	4.83M	-11.96K	-4.83%
Sep 30, 2025	UBS GROUP AG	1%	235.09K	4.83M	-10.72K	-4.36%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.98%	230K	4.72M	-3.04K	-1.30%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.71%	167.35K	3.37M	-15.53K	-8.49%
Sep 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.63%	147.69K	3.03M	10.15K	+7.38%
Sep 30, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	0.58%	136.47K	2.8M	8.57K	+6.70%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.54%	126.8K	2.6M	-2.22K	-1.72%
Sep 30, 2025	CENTRAL TRUST CO	0.54%	126.76K	2.6M	3.21K	+2.59%
Sep 30, 2025	JANE STREET GROUP, LLC	0.53%	123.48K	2.54M	-96.46K	-43.86%
Sep 30, 2025	GENESIS PRIVATE WEALTH, LLC	0.51%	118.98K	2.44M	10.91K	+10.09%
Sep 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.39%	91.69K	1.88M	-16.79K	-15.47%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.36%	85.2K	1.75M	85.2K	+100.00%
Sep 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.32%	75.49K	1.55M	879	+1.18%
Sep 30, 2025	LAKE STREET FINANCIAL LLC	0.29%	67.36K	1.38M	65	+0.10%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.19%	45.82K	940.76K	6.88K	+17.67%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.19%	44.3K	909.37K	1.25K	+2.89%
Sep 30, 2025	LAKESIDE ADVISORS, INC.	0.15%	36.34K	746.06K	-3.65K	-9.13%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	27.98K	574K	740	+2.72%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.12%	27.7K	568.58K	27.7K	+100.00%
Sep 30, 2025	CVFG LLC	0.09%	21.06K	432.36K	-1.21K	-5.44%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.09%	20.5K	420.81K	2.41K	+13.34%
Sep 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.08%	18.98K	389.58K	0	0
Sep 30, 2025	PURE PORTFOLIOS HOLDINGS LLC	0.08%	17.72K	363.74K	139	+0.79%
Sep 30, 2025	LIBERTY SQUARE WEALTH PARTNERS LLC	0.06%	14.46K	296.84K	0	0
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	13.65K	280.12K	1.68K	+14.04%
Sep 30, 2025	C M BIDWELL & ASSOCIATES LTD	0.06%	13.13K	269.5K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.05%	12.8K	262.78K	12.8K	+100.00%
Sep 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.05%	12.54K	257.49K	63	+0.50%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.05%	12.49K	256.4K	372	+3.07%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.05%	12K	246.36K	12K	+100.00%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.05%	11.66K	239.3K	-1.88K	-13.89%
Sep 30, 2025	ORG PARTNERS LLC	0.04%	10.42K	213.84K	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	10.14K	208.15K	10.14K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.04%	9.84K	202.02K	9.84K	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	8.66K	177.77K	5.24K	+153.48%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	5.39K	110.7K	5.39K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	4.27K	87.56K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	3.99K	81.98K	172	+4.50%
Sep 30, 2025	FMR LLC	0.01%	2.84K	58.27K	2.16K	+315.52%
Sep 30, 2025	JOSEPH GROUP CAPITAL MANAGEMENT	0.01%	2.66K	54.63K	352	+15.24%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.58%	135.92K	2.79M	2.67K	+2.01%
Sep 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.07%	15.8K	324.38K	180	+1.15%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	19.72K	404.79K	963	+5.13%
Sep 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.08%	17.8K	364.55K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	156.66K	3.22M	23.49K	+17.64%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.26%	61.1K	1.25M	3.29K	+5.69%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	53.54K	1.1M	561	+1.06%
Sep 30, 2025	JPMORGAN CHASE & CO	0.47%	109.99K	2.26M	39.5K	+56.04%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	109.01K	2.24M	28.89K	+36.06%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.1%	22.29K	449K	-5.9K	-20.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	27.24K	548K	-11.15K	-29.05%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.2%	44.54K	896K	16	+0.04%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.06%	13.36K	268.74K	13.36K	+100.00%
Jun 30, 2025	DAVENPORT & CO LLC	0.06%	13.45K	270.61K	13.45K	+100.00%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.06%	13.54K	272.34K	13.54K	+100.00%
Jun 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	0.07%	15.19K	306K	130	+0.86%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.08%	17.8K	357.48K	0	0
Jun 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.6%	133.25K	2.68M	-7.18K	-5.11%
Jun 30, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.14%	30.18K	607.14K	-12.52K	-29.32%
Jun 30, 2025	LAKESIDE ADVISORS, INC.	0.18%	39.99K	804.6K	6.03K	+17.74%
Jun 30, 2025	LM ADVISORS LLC	0.18%	40.73K	819K	0	0
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.19%	43.05K	866.17K	-9.25K	-17.68%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.36%	80.12K	1.61M	-5.7K	-6.65%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	182.87K	3.68M	49.61K	+37.23%
Jun 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.49%	109.04K	2.19M	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.58%	129.02K	2.6M	-3.5K	-2.64%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.11%	24.07K	481.12K	-1.43K	-5.60%
Jun 30, 2025		0.1%	22.27K	448.09K	-342	-1.51%
Jun 30, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.49%	108.47K	2.18M	11.61K	+11.98%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.6%	133.17K	2.68M	-47.68K	-26.37%
Jun 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.62%	137.54K	2.77M	4.13K	+3.10%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	0.66%	145.37K	2.93M	145.37K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.99%	219.94K	4.43M	219.94K	+100.00%
Jun 30, 2025	UBS GROUP AG	1.11%	245.8K	4.95M	-34.44K	-12.29%
Jun 30, 2025	ROYAL BANK OF CANADA	1.12%	247.39K	4.98M	11.67K	+4.95%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	52.98K	1.07M	4.2K	+8.61%
Jun 30, 2025	CENTRAL TRUST CO	0.56%	123.56K	2.49M	3.92K	+3.28%
Jun 30, 2025	HORST & GRABEN WEALTH MANAGEMENT LLC	0.06%	12.48K	251.07K	65	+0.52%
Jun 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.34%	74.61K	1.5M	612	+0.83%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.42%	315.35K	6.35M	34.02K	+12.09%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.26%	57.81K	1.16M	2.11K	+3.79%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	61.05K	1.23M	61.05K	+100.00%
Jun 30, 2025	LAKE STREET FINANCIAL LLC	0.3%	67.3K	1.35M	64	+0.10%
Jun 30, 2025	JPMORGAN CHASE & CO	0.32%	70.48K	1.42M	22.93K	+48.22%
Jun 30, 2025	VERTEX PLANNING PARTNERS, LLC	0.06%	12.29K	247.36K	175	+1.44%
Jun 30, 2025	C M BIDWELL & ASSOCIATES LTD	0.06%	13.13K	264.12K	-1.75K	-11.76%
Jun 30, 2025	INTEGRITY WEALTH ADVISORS, INC.	0.07%	15.62K	314.27K	-557	-3.44%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	23.18K	466.28K	0	0
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.36%	80.03K	1.61M	80.03K	+100.00%
Jun 30, 2025	MONEYWISE, INC.	0.36%	78.86K	1.59M	-30.03K	-27.58%
Jun 30, 2025	CVFG LLC	0.1%	22.27K	448.09K	-342	-1.51%
Jun 30, 2025	GENESIS PRIVATE WEALTH, LLC	0.49%	108.07K	2.17M	5.59K	+5.46%
Jun 30, 2025	FREDERICK FINANCIAL CONSULTANTS, LLC	0.58%	127.91K	2.57M	1.9K	+1.51%
Jun 30, 2025	HAVEN PRIVATE, LLC	3.71%	821.59K	16.53M	11.36K	+1.40%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.82%	1.07M	21.52M	96.79K	+9.95%
Jun 30, 2025	LPL FINANCIAL LLC	5.83%	1.29M	25.99M	65.12K	+5.31%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	8.2%	1.82M	36.59M	97.75K	+5.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	11.72%	2.6M	52.28M	169.76K	+6.99%
Jun 30, 2025	COLONY GROUP, LLC	0.34%	74.46K	1.5M	43.06K	+137.14%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	18.08K	363.85K	0	0
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.08%	18.75K	377K	420	+2.29%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	21.52K	433.04K	5.7K	+35.99%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.1%	22.29K	448.52K	-5.9K	-20.94%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.18%	38.94K	783.56K	12.4K	+46.72%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	233.04K	4.69M	171.27K	+277.29%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	1.11%	246.86K	4.97M	32.7K	+15.27%
Jun 30, 2025	MORGAN STANLEY	14.7%	3.26M	65.57B	944.45K	+40.80%
Jun 30, 2025	COMERICA BANK	0.08%	18.78K	377.81K	-10.54K	-35.96%
Jun 30, 2025	NEW INSIGHT WEALTH ADVISORS	0.09%	18.98K	381.8K	-3.08K	-13.96%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	30.13K	606.25K	-1.18K	-3.77%
Mar 31, 2025	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.21%	42.7K	859.68K	-9.34K	-17.94%
Mar 31, 2025	AMPLIUS WEALTH ADVISORS, LLC	0.48%	96.87K	1.95M	-542.58K	-84.85%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.4%	281.33K	5.67M	-125.94K	-30.92%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.09%	18.68K	376K	18.68K	+100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0.1%	20.02K	403.12K	-8.1K	-28.79%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	25.5K	513.38K	6.76K	+36.08%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.13%	26.54K	534.44K	3.53K	+15.31%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.14%	28.2K	568K	350	+1.26%
Mar 31, 2025	GENWEALTH GROUP, INC.	0.14%	28.64K	576.65K	28.64K	+100.00%
Mar 31, 2025	LAKESIDE ADVISORS, INC.	0.17%	33.96K	683.87K	0	0
Mar 31, 2025	LM ADVISORS LLC	0.2%	40.73K	820K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.21%	42.17K	849.1K	26.05K	+161.55%
Mar 31, 2025	NATIXIS ADVISORS, L.P.	0.22%	44.52K	896K	2.69K	+6.42%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.28%	55.7K	1.12M	-224	-0.40%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	85.82K	1.73M	8.35K	+10.78%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	48.78K	982.21K	-15.18K	-23.73%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.26%	52.3K	1.05M	5.62K	+12.05%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	61.77K	1.24M	-258.33K	-80.70%
Mar 31, 2025	LAKE STREET FINANCIAL LLC	0.33%	67.24K	1.35M	-355	-0.53%
Mar 31, 2025	ROYAL BANK OF CANADA	1.17%	235.72K	4.75M	-59.78K	-20.23%
Mar 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.66%	133.41K	2.69M	29.39K	+28.25%
Mar 31, 2025	TRUWEALTH ADVISORS, LLC	1.06%	214.16K	4.31M	-173.32K	-44.73%
Mar 31, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.7%	140.43K	2.83M	17.42K	+14.17%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	180.85K	3.64M	-7.9K	-4.18%
Mar 31, 2025	UBS GROUP AG	1.39%	280.24K	5.64M	-142.6K	-33.72%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.84%	972.61K	19.58M	607.09K	+166.09%
Mar 31, 2025	LPL FINANCIAL LLC	6.1%	1.23M	24.7M	-166.71K	-11.96%
Mar 31, 2025	CENTRAL TRUST CO	0.59%	119.64K	2.41M	537	+0.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	133.26K	2.68M	50.7K	+61.41%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	8.56%	1.72M	34.65M	41.15K	+2.45%
Mar 31, 2025		0.1%	20.53K	413.45K	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.16%	31.4K	632.24K	-28.64K	-47.70%
Mar 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.54%	109.04K	2.2M	0	0
Mar 31, 2025	MONEYWISE, INC.	0.54%	108.89K	2.19M	-20.52K	-15.85%
Mar 31, 2025	MORGAN STANLEY	11.51%	2.31M	46.61M	741.26K	+47.11%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.66%	132.52K	2.67M	8.74K	+7.06%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	12.08%	2.43M	48.9M	-28.55K	-1.16%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.1%	20.77K	418.28K	-4.89K	-19.05%
Mar 31, 2025	NEW INSIGHT WEALTH ADVISORS	0.11%	22.06K	444.1K	11.48K	+108.47%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	23.18K	466.63K	5K	+27.51%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.14%	28.2K	567.71K	350	+1.26%
Mar 31, 2025	COMERICA BANK	0.15%	29.32K	590.4K	2.97K	+11.28%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	31.31K	630.44K	-1.43K	-4.36%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	38.39K	773K	697	+1.85%
Mar 31, 2025	JPMORGAN CHASE & CO	0.24%	47.56K	957.52K	-207.71K	-81.37%
Mar 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.37%	74K	1.5M	3.99K	+5.70%
Mar 31, 2024	ROYAL BANK OF CANADA	1.61%	299.3K	6.18M	155.93K	+108.77%
Mar 31, 2024	WESTSIDE INVESTMENT MANAGEMENT, INC.	0.07%	14K	288.75K	5K	+55.56%
Mar 31, 2024	COMERICA BANK	0.08%	15.06K	311.04K	1K	+7.11%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.09%	17.46K	360.65K	17.46K	+100.00%
Mar 31, 2024	NEW INSIGHT WEALTH ADVISORS	0.09%	17.48K	361.05K	1.5K	+9.39%
Mar 31, 2024	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.09%	17.51K	361.65K	0	0
Mar 31, 2024	HORST & GRABEN WEALTH MANAGEMENT LLC	0.1%	19.54K	403.69K	-1.4K	-6.69%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.15%	28.39K	587K	-606	-2.09%
Mar 31, 2024	CWM, LLC	0.17%	32.22K	666K	-2.16K	-6.28%
Mar 31, 2024	COLONY GROUP, LLC	0.18%	35.52K	734K	0	0
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	41.07K	848.53K	-382	-0.92%
Mar 31, 2024	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.22%	43.17K	891.79K	-430	-0.99%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.24%	46.83K	967.45K	5.97K	+14.61%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.25%	48.54K	1M	6.62K	+15.78%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.26%	47.49K	981.17K	13.81K	+41.00%
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.29%	56.38K	1.16M	9.57K	+20.44%
Mar 31, 2024	CENTRAL TRUST CO	0.29%	56.91K	1.18M	-15.75K	-21.68%
Mar 31, 2024	CORE WEALTH ADVISORS, INC.	0.31%	61K	1.26M	-24.75K	-28.86%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.33%	62.13K	1.28M	5.47K	+9.66%
Mar 31, 2024	LAKE STREET FINANCIAL LLC	0.34%	67.13K	1.39M	1.01K	+1.52%
Mar 31, 2024	JANE STREET GROUP, LLC	0.35%	65.24K	1.35M	65.24K	+100.00%
Mar 31, 2024	AMPLIUS WEALTH ADVISORS, LLC	0.35%	69.2K	1.43M	-217.86K	-75.89%
Mar 31, 2024	ARBOR CAPITAL MANAGEMENT INC /ADV	0.36%	70.66K	1.45M	-3.84K	-5.15%
Mar 31, 2024	BAKER AVENUE ASSET MANAGEMENT, LP	0.41%	79.17K	1.64M	-15.87K	-16.70%
Mar 31, 2024	MORGAN STANLEY	4.45%	826.36K	17.07M	-41.4K	-4.77%
Mar 31, 2024	LPL FINANCIAL LLC	5.17%	960.67K	19.85M	367.18K	+61.87%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.44%	85.62K	1.77M	85.62K	+100.00%
Mar 31, 2024	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.48%	92.83K	1.92B	1.41K	+1.54%
Mar 31, 2024	JPMORGAN CHASE & CO	0.5%	92.57K	1.91M	52.97K	+133.72%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.52%	101.33K	2.09M	4.78K	+4.95%
Mar 31, 2024	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.56%	109.04K	2.25M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.64%	118.29K	2.44M	-39.25K	-24.92%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.09%	212.03K	4.38M	-16.76K	-7.33%
Mar 31, 2024	MONEYWISE, INC.	1.82%	356K	7.35M	-57.15K	-13.83%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	373.46K	7.72M	373.46K	+100.00%
Mar 31, 2024	UBS GROUP AG	2.28%	422.74K	8.73M	-215.69K	-33.78%
Mar 31, 2024	ALPHAQ ADVISORS LLC	2.56%	499.15K	10.31M	89.9K	+21.97%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.27%	606.67K	12.53M	13.09K	+2.20%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.02%	3.25K	67.15K	2.85K	+704.46%
Mar 31, 2024	JOSEPH GROUP CAPITAL MANAGEMENT	0.02%	3.37K	69.69K	-2.54K	-42.91%
Mar 31, 2024	PRIVATE TRUST CO NA	0.04%	7.31K	151.03K	0	0
Mar 31, 2024	TRANSCENDENT CAPITAL GROUP LLC	0.04%	7.67K	160.15K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.05%	9.54K	196.51K	7K	+275.75%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.06%	10.54K	217.84K	10.54K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	11.09K	229K	-161.01K	-93.56%
Mar 31, 2024	C M BIDWELL & ASSOCIATES LTD	0.06%	11.47K	237.01K	1.93K	+20.28%
Mar 31, 2024	VERTEX PLANNING PARTNERS, LLC	0.06%	11.91K	246.12K	155	+1.32%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.07%	12.87K	266K	12.87K	+100.00%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.07%	13.19K	272.43K	-1.22K	-8.47%
Mar 31, 2024	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.07%	13.37K	276.22K	-6.34K	-32.17%
Mar 31, 2024		0.09%	17.48K	361.05K	1.5K	+9.39%
Mar 31, 2024	REDWOOD INVESTMENT MANAGEMENT, LLC	0.1%	19.7K	407K	95	+0.48%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.11%	20.54K	424K	-3.84K	-15.75%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.11%	22.42K	463.09K	7.35K	+48.80%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	34.46K	712.01K	2.62K	+8.22%
Mar 31, 2024	CETERA ADVISORS LLC	0.19%	37.08K	766.03K	-7.32K	-16.49%
Mar 31, 2024	NATIXIS ADVISORS, L.P.	0.2%	38.75K	801K	985	+2.61%
Mar 31, 2024	LM ADVISORS LLC	0.2%	39.9K	824K	39.42K	+8,246.65%
Mar 31, 2024	LAKESIDE ADVISORS, INC.	0.21%	40.96K	846.32K	0	0
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	2.09%	407.78K	8.42M	14.45K	+3.67%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.54%	285.69K	5.9M	-1.48K	-0.52%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	8.91%	1.65M	34.19M	-31.04K	-1.84%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	14.81%	2.75M	56.8M	-678.79K	-19.80%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.16%	31.84K	664.59K	16.35K	+105.51%
Dec 31, 2023	ONEASCENT FINANCIAL SERVICES LLC	0.15%	29K	605K	611	+2.15%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.12%	24.38K	509K	-214.89K	-89.81%
Dec 31, 2023	HORST & GRABEN WEALTH MANAGEMENT LLC	0.11%	20.94K	437.01K	-3.11K	-12.95%
Dec 31, 2023	MASSO TORRENCE WEALTH MANAGEMENT INC.	0.1%	19.71K	411.35K	-3.4K	-14.71%
Dec 31, 2023	REDWOOD INVESTMENT MANAGEMENT, LLC	0.1%	19.6K	409K	5.39K	+37.87%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.1%	19.59K	408.75K	19.59K	+100.00%
Dec 31, 2023	PINE VALLEY INVESTMENTS LTD LIABILITY CO	0.09%	17.51K	365.33K	-9.39K	-34.91%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	15.06K	314.39K	1K	+7.11%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.07%	14.41K	300.67K	-1.7K	-10.55%
Dec 31, 2023	COMERICA BANK	0.07%	14.06K	293.33K	13K	+1,232.23%
Dec 31, 2023	GROUND SWELL CAPITAL, LLC	0.07%	13.68K	285.4K	13.68K	+100.00%
Dec 31, 2023	VERTEX PLANNING PARTNERS, LLC	0.06%	11.76K	245.39K	11.76K	+100.00%
Dec 31, 2023	DAVENPORT & CO LLC	0.05%	10.66K	222.54K	-48	-0.45%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	17.43%	3.43M	71.42M	655.56K	+23.64%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	8.57%	1.69M	35.19M	448.81K	+36.28%
Dec 31, 2023	MORGAN STANLEY	4.41%	867.76K	18.11M	-133.24K	-13.31%
Dec 31, 2023	UBS GROUP AG	3.24%	638.44K	13.32M	471.59K	+282.64%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.02%	593.59K	12.39M	65.16K	+12.33%
Dec 31, 2023	LPL FINANCIAL LLC	3.02%	593.49K	12.39M	85.85K	+16.91%
Dec 31, 2023	MONEYWISE, INC.	2.1%	413.15K	8.62M	-2.17K	-0.52%
Dec 31, 2023	ALPHAQ ADVISORS LLC	2.08%	409.25K	8.54M	53.32K	+14.98%
Dec 31, 2023	TRUWEALTH ADVISORS, LLC	2%	393.33K	8.21M	23.8K	+6.44%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.46%	287.17K	5.99M	-29.5K	-9.32%
Dec 31, 2023	AMPLIUS WEALTH ADVISORS, LLC	1.46%	287.06K	5.99M	28.14K	+10.87%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.55%	109.04K	2.28M	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.16%	228.79K	4.77M	-13.83K	-5.70%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.87%	172.1K	3.59M	-9.25K	-5.10%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.8%	157.54K	3.29M	-108.13K	-40.70%
Dec 31, 2023	ROYAL BANK OF CANADA	0.73%	143.36K	2.99M	64.9K	+82.72%
Dec 31, 2023	CORE WEALTH ADVISORS, INC.	0.44%	85.75K	1.79M	6.71K	+8.49%
Dec 31, 2023	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.46%	91.42K	1.91M	4.39K	+5.04%
Dec 31, 2023	BAKER AVENUE ASSET MANAGEMENT, LP	0.48%	95.04K	1.98M	-19.04K	-16.69%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.24%	46.81K	976K	23.64K	+102.01%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.49%	96.55K	2.01M	5.26K	+5.76%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.29%	56.66K	1.18M	-2.28K	-3.88%
Dec 31, 2023	LAKE STREET FINANCIAL LLC	0.34%	66.12K	1.38M	2.72K	+4.29%
Dec 31, 2023	CENTRAL TRUST CO	0.37%	72.67K	1.52B	18.39K	+33.88%
Dec 31, 2023	ARBOR CAPITAL MANAGEMENT INC /ADV	0.38%	74.49K	1.55M	-4.08K	-5.19%
Dec 31, 2023	CETERA ADVISORS LLC	0.23%	44.4K	926.65K	5.8K	+15.03%
Dec 31, 2023	PARAGON PRIVATE WEALTH MANAGEMENT, LLC	0.22%	43.6K	909.83K	-7.97K	-15.46%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.21%	41.93K	874.99K	3.34K	+8.67%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.21%	41.45K	865.12K	41.45K	+100.00%
Dec 31, 2023	LAKESIDE ADVISORS, INC.	0.21%	40.96K	854.92K	300	+0.74%
Dec 31, 2023	CONDOR CAPITAL MANAGEMENT	0.21%	40.86K	852.71K	1.97K	+5.06%
Dec 31, 2023	JPMORGAN CHASE & CO	0.2%	39.61K	826.62K	39.61K	+100.00%
Dec 31, 2023	NATIXIS ADVISORS, L.P.	0.19%	37.77K	788K	-72	-0.19%
Dec 31, 2023		0.18%	35.52K	741K	35.52K	+100.00%
Dec 31, 2023	CWM, LLC	0.17%	34.38K	718K	-7.12K	-17.16%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.17%	33.68K	702.92K	3.09K	+10.10%

Frequently Asked Questions