How many institutions own NDMO 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 NDMO shares is 69, representing 22.71% of the company's common stock.

Who are the major shareholders selling Nuveen Dynamic Municipal Opportunities Fund stock?

GUGGENHEIM CAPITAL LLC, in the last quarter, reduced its stake in NDMO by -4.7% restricting it's holding to 1.38 million shares of worth nearly $14.36M. VAN ECK ASSOCIATES CORP also lessened -8.56% of the NDMO shares from its portfolio, reducing its holding to 352.11 thousand shares of worth $3.67M. BANK OF AMERICA CORP /DE/ also shunned NDMO shares holding by -1.95% last quarter which brought its holding to 480.11 thousand shares worth $5.00M.

Investors who are buying NDMO stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in NDMO by 75.27% in the last quarter. The institutional holder raised its holding to 101.35 thousand shares having worth more than $1.06M. TYCHE WEALTH PARTNERS LLC also added 0.13% more shares of NDMO to its portfolio, raising its holding to 293.87 thousand shares of worth $3.06M. ROYAL BANK OF CANADA also increased its NDMO shares holding by 3.01% which brought its holding to 309.19 thousand shares worth $3.22M.

NDMO's major insiders: who are they?

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

Did an insider recently sell NDMO stock?

Company executives, directors, and other insiders own N/A percent of Nuveen Dynamic Municipal Opportunities Fund's stock. Within the last six months, there have been 0 transaction(s) in which NDMO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased NDMO stock?

There have been 0 transaction(s) during the past 6-months in which Nuveen Dynamic Municipal Opportunities Fund insiders have bought stock, totalling 0 shares

How much of NDMO does insiders own?

Around 0 Nuveen Dynamic Municipal Opportunities Fund shares are held by insiders, which represents about N/A of NDMO stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in NDMO?

GUGGENHEIM CAPITAL LLC is the largest institutional owner in NDMO which holds 1.38 million shares worth $14.36M or 2.29% of the total NDMO shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 101.35 thousand shares representing 0.17% of the NDMO ownership. TYCHE WEALTH PARTNERS LLC is the third largest stakeholder with 293.87 thousand shares or 0.49% of the ownership worth more than $3.06M.

Is Nuveen Dynamic Municipal Opportunities Fund 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 NDMO is concerned, it is a stock which is not optionable.

Is there a short position on NDMO's shares?

Number of NDMO 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 NDMO shares are there?

As of today, null shares of NDMO are outstanding.

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

NDMO 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 NDMO is null.

Nuveen Dynamic Municipal Opportunities Fund (NDMO) 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

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

22.71% Percentage of Shares held by All Institutions

22.71% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 22.71% of NDMO shares are held by financial institutions. GUGGENHEIM CAPITAL LLC is the top corporate investor, holding 1.38M shares valued at $14.36M. A 2.29% stake in Nuveen Dynamic Municipal Opportunities Fund is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 101.35K shares valued at $1.06M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.29%	1.38M	14.36M	-67.95K	-4.70%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	101.35K	1.06M	43.53K	+75.27%
Jun 30, 2026	TYCHE WEALTH PARTNERS LLC	0.49%	293.87K	3.06M	381	+0.13%
Jun 30, 2026	ROYAL BANK OF CANADA	0.51%	309.19K	3.22M	9.04K	+3.01%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	0.58%	352.11K	3.67M	-32.95K	-8.56%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.8%	480.11K	5M	-9.55K	-1.95%
Jun 30, 2026	UBS GROUP AG	0.91%	550.54K	5.73M	-291K	-34.58%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.15%	90.64K	943.61K	7.74K	+9.34%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.15%	89.08K	927.33K	355	+0.40%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.12%	73.79K	768K	2.93K	+4.14%
Jun 30, 2026	NBC SECURITIES, INC.	0.12%	70.05K	729.18K	11.83K	+20.32%
Jun 30, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.09%	54.58K	568.2K	41	+0.08%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	53.66K	558.64K	-7K	-11.54%
Jun 30, 2026	US BANCORP \DE\	0.09%	51.69K	538.07K	45.42K	+723.98%
Jun 30, 2026	RIVER STREET ADVISORS LLC	0.08%	48.15K	501.2K	0	0
Jun 30, 2026	LM ADVISORS LLC	0.07%	43.44K	452K	43.44K	+100.00%
Jun 30, 2026	INVESCO LTD.	0.07%	43.15K	449.2K	-965	-2.19%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	42.63K	444K	97	+0.23%
Jun 30, 2026	COHEN & STEERS, INC.	0.07%	40K	416K	0	0
Jun 30, 2026	PFG INVESTMENTS, LLC	0.07%	39.67K	412.92K	101	+0.26%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	38.26K	398.26K	-1.19K	-3.01%
Jun 30, 2026	CONGRESS PARK CAPITAL LLC	0.05%	30K	312.3K	0	0
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.05%	29.05K	302.41K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.04%	26.65K	277.45K	9.25K	+53.16%
Jun 30, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	25.26K	262.95K	448	+1.81%
Jun 30, 2026	MGO ONE SEVEN LLC	0.04%	24.95K	259.68K	-220	-0.87%
Jun 30, 2026	SAVVY ADVISORS, INC.	0.03%	19.96K	207.8K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.03%	19.72K	205.32K	4K	+25.44%
Jun 30, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.03%	19.16K	199.45K	-18.89K	-49.65%
Jun 30, 2026	VENTURE VISIONARY PARTNERS LLC	0.03%	18.28K	190.34K	18.28K	+100.00%
Jun 30, 2026	MELFA WEALTH MANAGEMENT, LLC	0.02%	14.53K	151.24K	0	0
Jun 30, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.02%	14.16K	147.41K	-1.02K	-6.73%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	14.12K	146.99K	731	+5.46%
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.02%	13.46K	140.12K	13.46K	+100.00%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	95.81K	997.4K	-16.89K	-14.99%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.49%	292.79K	3.05M	20.62K	+7.58%
Jun 30, 2026	STEPHENS INC /AR/	0.2%	120K	1.25M	-255.16K	-68.01%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	117.25K	1.22M	35	+0.03%
Jun 30, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.19%	114.03K	1.19M	114.03K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.18%	107.07K	1.11M	15.73K	+17.22%
Jun 30, 2026	REGATTA CAPITAL GROUP, LLC	0.17%	101.71K	1.06M	0	0
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.12%	69.71K	725.69K	34.39K	+97.35%
Jun 30, 2026	MARINER, LLC	0.11%	67.65K	704.21K	37.27K	+122.71%
Jun 30, 2026	AURORA PRIVATE WEALTH, INC.	0.04%	24.47K	255K	-5.57K	-18.54%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.03%	17.6K	183.22K	314	+1.82%
Jun 30, 2026	LPL FINANCIAL LLC	0.51%	306.26K	3.19M	7.76K	+2.60%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.02%	14.85K	155K	1.7K	+12.93%
Jun 30, 2026	MORGAN STANLEY	3.34%	2.02M	21.01M	32.26K	+1.62%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.66%	1.6M	16.69M	287.57K	+21.85%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.17%	104.92K	1.09M	16.27K	+18.35%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.2%	121.32K	1.25M	121.32K	+100.00%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.06%	38.05K	391.56K	19.16K	+101.37%
Mar 31, 2026	MRA ADVISORY GROUP	0.02%	12.75K	131.16K	125	+0.99%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	13.39K	137.77K	0	0
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.02%	14.53K	149.5K	0	0
Mar 31, 2026	MPWM ADVISORY SOLUTIONS, LLC	0.03%	15.18K	156.23K	-385	-2.47%
Mar 31, 2026	COLONY GROUP, LLC	0.03%	15.55K	160.03K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.03%	17.29K	177.88K	202	+1.18%
Mar 31, 2026	JANE STREET GROUP, LLC	0.03%	17.4K	179.06K	-185.14K	-91.41%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.03%	19.96K	205.41K	0	0
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	24.81K	255.31K	289	+1.18%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.1%	57.82K	595.02K	-71.02K	-55.12%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.81%	489.66K	5.04M	18.93K	+4.02%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.4%	1.45M	14.89M	-26.99K	-1.83%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-138.58K	-100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	0%	0	-	-12.77K	-100.00%
Mar 31, 2026	SMITH, MOORE & CO.	0%	0	-	-13.92K	-100.00%
Mar 31, 2026	ACTIVEST WEALTH MANAGEMENT	0%	450	4.63K	450	+100.00%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0%	600	6K	600	+100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	1K	10.29K	0	0
Mar 31, 2026	RONALD BLUE TRUST, INC.	0%	2K	20.58K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	2K	20.62K	2K	+100.00%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	3.9K	40.13K	0	0
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	8.49K	291.3K	985	+13.13%
Mar 31, 2026	STEPHENS INC /AR/	0.62%	375.16K	3.86M	365.16K	+3,651.60%
Mar 31, 2026	UBS GROUP AG	1.39%	841.53K	8.66M	-46.25K	-5.21%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.18%	1.32M	13.54M	69.54K	+5.58%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.02%	13.05K	134.28K	5	+0.04%
Mar 31, 2026	BAYBAN	0.02%	15K	154.35K	0	0
Mar 31, 2026	PRIMORIS WEALTH ADVISORS, LLC	0.09%	54.54K	561.22K	1	0.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	42.53K	438K	62	+0.15%
Mar 31, 2026	INVESCO LTD.	0.07%	44.12K	453.95K	-129	-0.29%
Mar 31, 2026	TYCHE WEALTH PARTNERS LLC	0.49%	293.49K	3.02M	245	+0.08%
Mar 31, 2026	LPL FINANCIAL LLC	0.49%	298.5K	3.07M	85.94K	+40.43%
Mar 31, 2026	ROYAL BANK OF CANADA	0.5%	300.15K	3.09M	22.86K	+8.25%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.12%	70.86K	729K	1.57K	+2.26%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.14%	82.9K	853.08K	16.02K	+23.95%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.15%	88.65K	912.2K	-2.26K	-2.49%
Mar 31, 2026	FIFTH THIRD BANCORP	0.03%	15.72K	161.79K	15.72K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	39.45K	405.9K	4.97K	+14.43%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.07%	39.57K	407.13K	65	+0.16%
Mar 31, 2026	COHEN & STEERS, INC.	0.07%	40K	412K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.45%	272.17K	2.8M	9.33K	+3.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.15%	91.34K	939.85K	3.09K	+3.50%
Mar 31, 2026	REGATTA CAPITAL GROUP, LLC	0.17%	101.71K	1.05M	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	117.21K	1.21M	786	+0.68%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	60.66K	624.23K	0	0
Mar 31, 2026	NBC SECURITIES, INC.	0.1%	58.22K	599.04K	4.48K	+8.34%
Mar 31, 2026		0.02%	15K	154.35K	0	0
Mar 31, 2026	VAN ECK ASSOCIATES CORP	0.64%	385.05K	3.96M	70.5K	+22.41%
Mar 31, 2026	MORGAN STANLEY	3.29%	1.99M	20.44M	4.68K	+0.24%
Mar 31, 2026	RIVER STREET ADVISORS LLC	0.08%	48.15K	495.42K	0	0
Mar 31, 2026	MGO ONE SEVEN LLC	0.04%	25.17K	258.95K	0	0
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.05%	29.05K	298.93K	500	+1.75%
Mar 31, 2026	CONGRESS PARK CAPITAL LLC	0.05%	30K	308.7K	10K	+50.00%
Mar 31, 2026	AURORA PRIVATE WEALTH, INC.	0.05%	30.04K	303K	0	0
Mar 31, 2026	MARINER, LLC	0.05%	30.38K	312.56K	-181	-0.59%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.06%	35.32K	363.48K	-3.34K	-8.63%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	112.7K	1.16M	-6.12K	-5.15%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	88.73K	912.99K	-5.63K	-5.97%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.02%	13.15K	135K	-2.25K	-14.61%
Mar 31, 2026	SYKON CAPITAL LLC	0.02%	11.25K	115.76K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	10K	102.9K	0	0
Dec 31, 2025	COMERICA BANK	0.02%	10.97K	110.61K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	5.56K	56.01K	5.56K	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	7.5K	75.6K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	60.66K	611.49K	-10.23K	-14.43%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	66.88K	674.18K	-3.57K	-5.07%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.18%	101.84K	1.03M	101.84K	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	8.49K	85.53K	0	0
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	10K	100.8K	0	0
Dec 31, 2025	COHEN & STEERS, INC.	0.07%	40K	403K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.48%	277.28K	2.8M	24.19K	+9.56%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.21%	118.82K	1.2M	105.38K	+784.52%
Dec 31, 2025	NCP INC.	0.27%	156.78K	1.58M	12.77K	+8.87%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.55%	1.47M	14.86M	345.5K	+30.61%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	1.97K	19.87K	0	0
Dec 31, 2025	RONALD BLUE TRUST, INC.	0%	2K	20.16K	0	0
Dec 31, 2025	MORGAN STANLEY	3.43%	1.98M	19.97M	245.07K	+14.11%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.16%	1.25M	12.56M	-51.89K	-4.00%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.51%	293.25K	2.96M	-2.32K	-0.78%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.45%	262.84K	2.65M	5.55K	+2.16%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	90.91K	916.38K	-7.09K	-7.23%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.16%	90.22K	909.4K	90.22K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.15%	88.25K	889.51K	6.23K	+7.59%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.07%	39.5K	398.16K	-10.37K	-20.80%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.07%	38.66K	389.69K	-23.5K	-37.81%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	34.47K	347.48K	-10.15K	-22.74%
Dec 31, 2025	MARINER, LLC	0.05%	30.56K	308K	-517	-1.66%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.05%	30.04K	303K	30.04K	+100.00%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	28.55K	287.78K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	15.4K	155K	-691	-4.29%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	14.53K	146.45K	0	0
Dec 31, 2025	SMITH, MOORE & CO.	0.02%	13.92K	140.27K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	13.39K	134.96K	0	0
Dec 31, 2025	OPPENHEIMER & CO INC	0.02%	12.77K	128.69K	-2.15K	-14.41%
Dec 31, 2025	MRA ADVISORY GROUP	0.02%	12.62K	127.22K	-1.02K	-7.45%
Dec 31, 2025	CITADEL ADVISORS LLC	0.02%	12.52K	126.24M	12.52K	+100.00%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.03%	18.9K	190.48K	-3.47K	-15.50%
Dec 31, 2025	NBC SECURITIES, INC.	0.09%	53.74K	541.66K	10.5K	+24.29%
Dec 31, 2025	XTX TOPCO LTD	0.03%	14.98K	150.98K	14.98K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.03%	15.55K	156.77K	15.55K	+100.00%
Dec 31, 2025	RIVER STREET ADVISORS LLC	0.08%	48.15K	485.31K	0	0
Dec 31, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.03%	15.57K	156.92K	350	+2.30%
Dec 31, 2025		0.03%	15K	151.2K	15K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.08%	44.25K	445.99K	1.95K	+4.60%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.03%	17.08K	172.21K	400	+2.40%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.03%	19.96K	201.22K	5K	+33.42%
Dec 31, 2025	CONGRESS PARK CAPITAL LLC	0.03%	20K	201.6K	-30K	-60.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.04%	20.44K	206K	-20.88K	-50.54%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	21.37K	215.38K	21.37K	+100.00%
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	24.52K	247.18K	24.52K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.04%	25.17K	253.66K	0	0
Dec 31, 2025	SYKON CAPITAL LLC	0.02%	11.25K	113.4K	0	0
Dec 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.09%	54.54K	549.77K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	42.47K	428K	4.58K	+12.09%
Dec 31, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.02%	10.33K	104.14K	242	+2.40%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	13.05K	131.49K	9	+0.07%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.12%	69.29K	698K	3.04K	+4.58%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	94.36K	951.15K	-3.09K	-3.17%
Dec 31, 2025	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.03M	0	0
Dec 31, 2025	VAN ECK ASSOCIATES CORP	0.54%	314.55K	3.17M	16.09K	+5.39%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.81%	470.72K	4.74M	13.75K	+3.01%
Dec 31, 2025	STONEX GROUP INC.	0.24%	138.58K	1.4M	42.03K	+43.53%
Dec 31, 2025	JANE STREET GROUP, LLC	0.35%	202.54K	2.04M	121.14K	+148.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	116.43K	1.17M	-21.17K	-15.38%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	128.85K	1.3M	88.14K	+216.49%
Dec 31, 2025	UBS GROUP AG	1.54%	887.78K	8.95M	9.7K	+1.10%
Dec 31, 2025	STEPHENS INC /AR/	0.02%	10K	100.8K	-5.55K	-35.71%
Dec 31, 2025	LPL FINANCIAL LLC	0.37%	212.56K	2.14M	-37.23K	-14.91%
Dec 31, 2025	US BANCORP \DE\	0%	2K	20.16K	1K	+100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	3.9K	39.31K	400	+11.43%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0%	2K	20.16K	2K	+100.00%
Sep 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	12.57K	130.6K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	98K	1.02M	14.78K	+17.76%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.52%	298.46K	3.1M	10.53K	+3.66%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.79%	456.98K	4.75M	15.4K	+3.49%
Sep 30, 2025	HRT FINANCIAL LP	0.02%	11.31K	117K	11.31K	+100.00%
Sep 30, 2025	SYKON CAPITAL LLC	0.02%	11.25K	116.89K	0	0
Sep 30, 2025	COMERICA BANK	0.02%	10.97K	114.01K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.09%	49.87K	518.17K	100	+0.20%
Sep 30, 2025	LM ADVISORS LLC	0.09%	50.73K	527K	0	0
Sep 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.09%	54.54K	566.67K	-2.5K	-4.38%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.11%	66.26K	688K	1.84K	+2.85%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	70.45K	732K	-549	-0.77%
Sep 30, 2025	STONEX GROUP INC.	0.17%	96.55K	1.01M	8.67K	+9.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.17%	97.45K	1.01M	6.1K	+6.67%
Sep 30, 2025	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.06M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	137.6K	1.43M	1.55K	+1.14%
Sep 30, 2025	NCP INC.	0.25%	144K	1.5M	46.04K	+47.00%
Sep 30, 2025	UBS GROUP AG	1.52%	878.08K	9.12M	-41.91K	-4.56%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.45%	257.29K	2.67M	-13.97K	-5.15%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	22.36K	232.35K	565	+2.59%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	28.55K	296.64K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.43%	249.8K	2.6M	-15.65K	-5.89%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	16.68K	173.35K	309	+1.89%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.95%	1.13M	11.73M	269.5K	+31.36%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.25%	1.3M	13.49M	36.83K	+2.92%
Sep 30, 2025	MORGAN STANLEY	3.01%	1.74M	18.04M	38.21K	+2.25%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	13.39K	139.11K	100	+0.75%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.02%	13.43K	139.57K	71	+0.53%
Sep 30, 2025	MRA ADVISORY GROUP	0.02%	13.64K	141.69K	234	+1.75%
Sep 30, 2025	OPPENHEIMER & CO INC	0.03%	14.92K	154.99K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-190.7K	-100.00%
Sep 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0%	0	-	-10K	-100.00%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-4K	-100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-23.51K	-100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	24	245	1	+4.35%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	284	2.95K	0	0
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.51%	295.57K	3.07M	3.39K	+1.16%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0%	450	4.68K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	706	7.34K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	37.89K	394K	500	+1.34%
Sep 30, 2025	MARINER, LLC	0.05%	31.07K	322.85K	-222	-0.71%
Sep 30, 2025	STEPHENS INC /AR/	0.03%	15.55K	161.61K	0	0
Sep 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.03%	15.22K	158.11K	270	+1.81%
Sep 30, 2025	SAVVY ADVISORS, INC.	0.03%	14.96K	155.46K	1K	+7.16%
Sep 30, 2025	SMITH, MOORE & CO.	0.02%	13.92K	144.59K	-393	-2.75%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.11%	62.16K	645.87K	-2.97K	-4.56%
Sep 30, 2025	COHEN & STEERS, INC.	0.07%	40K	416K	-19K	-32.20%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	40.71K	418.01K	4.76K	+13.24%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.07%	41.32K	429K	26.84K	+185.44%
Sep 30, 2025	INVESCO LTD.	0.07%	42.3K	439.5K	42.3K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	44.62K	463.6K	44.62K	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	1K	10.39K	1K	+100.00%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.08%	48.15K	500.24K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	1K	10.39K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	1K	10.39K	1K	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	1.97K	20.48K	0	0
Sep 30, 2025	RONALD BLUE TRUST, INC.	0%	2K	20.78K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	3.5K	36.37K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	7.5K	77.93K	3K	+66.67%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	10K	103.9K	0	0
Sep 30, 2025	BEACON BRIDGE WEALTH PARTNERS, LLC	0.02%	10.09K	104.83K	10.09K	+100.00%
Sep 30, 2025	CATALYST FINANCIAL PARTNERS LLC	0.02%	10.37K	107.72K	10.37K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.44%	253.09K	2.63M	-10.88K	-4.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	82.02K	852.18K	13.8K	+20.23%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	81.4K	845.75K	64.08K	+370.06%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.12%	70.89K	736.56K	-6.35K	-8.22%
Sep 30, 2025	CONGRESS PARK CAPITAL LLC	0.09%	50K	519.5K	-70K	-58.33%
Sep 30, 2025	NBC SECURITIES, INC.	0.07%	43.24K	449.22K	7.17K	+19.88%
Sep 30, 2025	MGO ONE SEVEN LLC	0.04%	25.17K	261.46K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	16.09K	167K	5.25K	+48.43%
Sep 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.03%	14.85K	154.25K	14.85K	+100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	14.53K	150.95K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	13.04K	135.45K	6	+0.05%
Jun 30, 2025	SAVVY ADVISORS, INC.	0.02%	13.96K	140.6K	3.12K	+28.82%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.02%	13.1K	131.93K	-34.51K	-72.48%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	13.03K	131.21K	7	+0.05%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	4.5K	45.32K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	3.5K	35.25K	0	0
Jun 30, 2025	MORGAN STANLEY	2.94%	1.7M	17.1M	27.78K	+1.66%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	68.22K	686.94K	-4.19K	-5.78%
Jun 30, 2025	INTEGRATED CAPITAL MANAGEMENT, INC.	0.06%	35.64K	358.87K	35.64K	+100.00%
Jun 30, 2025	MARINER, LLC	0.05%	31.3K	315.14K	1.82K	+6.19%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.03%	16.7K	168.2K	15.1K	+944.59%
Jun 30, 2025	MRA ADVISORY GROUP	0.02%	13.4K	134.97K	210	+1.59%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.02%	13.36K	134.55K	3.03K	+29.36%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.02%	13.28K	134K	13.28K	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.02%	10.38K	104.52K	7.18K	+224.34%
Jun 30, 2025	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.02%	10K	100.7K	0	0
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.02%	10K	100.7K	10K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.76%	441.58K	4.45M	-12.2K	-2.69%
Jun 30, 2025	LPL FINANCIAL LLC	0.46%	265.44K	2.67M	65.76K	+32.93%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.41%	236.14K	2.38M	160.06K	+210.38%
Jun 30, 2025	STEPHENS INC /AR/	0.03%	15.55K	156.63K	0	0
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	28.55K	287.5K	0	0
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	21.8K	219.49K	1.76K	+8.77%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.02%	12.4K	124.87K	12.4K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	190.7K	1.92M	190.7K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	136.05K	1.37M	-85.75K	-38.66%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	91.35K	919.93K	-206	-0.23%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	71K	715K	276	+0.39%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.03%	14.48K	146K	14.48K	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.02%	14K	140.98K	-2.1K	-13.04%
Jun 30, 2025	HERITAGE TRUST CO	0.02%	14K	140.98K	0	0
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.51%	292.18K	2.94M	-1.53K	-0.52%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.5%	287.93K	2.9M	-3.11K	-1.07%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	2K	20.14K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	706	7.11K	706	+100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	600	6K	0	0
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0%	450	4.53K	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	23	233	0	0
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-78.46K	-100.00%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0%	0	-	-139.86K	-100.00%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0%	0	-	-24.9K	-100.00%
Jun 30, 2025	MOORS & CABOT, INC.	0%	0	-	-12.25K	-100.00%
Jun 30, 2025	SUMMIT X, LLC	0%	0	-	-16.97K	-100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-11.5K	-100.00%
Jun 30, 2025	ARKOS GLOBAL ADVISORS	0%	0	-	-14K	-100.00%
Jun 30, 2025	CONGRESS PARK CAPITAL LLC	0.21%	120K	1.21M	-27.5K	-18.64%
Jun 30, 2025	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.02M	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.02%	13.29K	133.82K	0	0
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	12.57K	126.58K	0	0
Jun 30, 2025	HAYEK KALLEN INVESTMENT MANAGEMENT	0.02%	11.67K	117K	11.67K	+100.00%
Jun 30, 2025	SYKON CAPITAL LLC	0.02%	11.25K	113.29K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.46%	263.98K	2.66M	5.17K	+2.00%
Jun 30, 2025	MGO ONE SEVEN LLC	0.04%	25.17K	253.41K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	17.32K	174.38K	17.32K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.03%	16.38K	164.9K	16.38K	+100.00%
Jun 30, 2025		0.03%	14.95K	150.52K	261	+1.78%
Jun 30, 2025	OPPENHEIMER & CO INC	0.03%	14.92K	150.21K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.03%	14.53K	146.3K	4.5K	+44.87%
Jun 30, 2025	NCP INC.	0.17%	97.96K	986.49K	8.99K	+10.10%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	91.7K	923.37K	0	0
Jun 30, 2025	STONEX GROUP INC.	0.15%	87.88K	885.74K	51.82K	+143.70%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	83.22K	838.04K	7.96K	+10.58%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	77.24K	777.77K	-3.95K	-4.86%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.11%	64.42K	649K	-55.88K	-46.45%
Jun 30, 2025	COHEN & STEERS, INC.	0.1%	59K	594K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.09%	49.77K	501.21K	-6.9K	-12.17%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.08%	48.15K	484.83K	31.18K	+183.70%
Jun 30, 2025	NBC SECURITIES, INC.	0.06%	36.07K	363K	-1.54K	-4.08%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	23.51K	236.73K	427	+1.85%
Jun 30, 2025	SMITH, MOORE & CO.	0.02%	14.31K	144.09K	14.31K	+100.00%
Jun 30, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.1%	57.04K	574.4K	-2.5K	-4.20%
Jun 30, 2025	LM ADVISORS LLC	0.09%	50.73K	511K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.18%	1.26M	12.7M	19.21K	+1.55%
Jun 30, 2025	UBS GROUP AG	1.59%	919.99K	9.26M	88K	+10.58%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.49%	859.35K	8.65M	280.39K	+48.43%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.47%	271.25K	2.73M	4.02K	+1.51%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	37.39K	376K	8.4K	+28.98%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	35.95K	362.03K	-5.58K	-13.43%
Jun 30, 2025	MPWM ADVISORY SOLUTIONS, LLC	0.03%	14.95K	150.52K	261	+1.78%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.03%	16.1K	165.19K	16.1K	+100.00%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.04%	23.08K	236.82K	268	+1.17%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	72.4K	742.83K	475	+0.66%
Mar 31, 2025	LPL FINANCIAL LLC	0.35%	199.68K	2.05M	37.01K	+22.75%
Mar 31, 2025	ROYAL BANK OF CANADA	0.45%	258.81K	2.66M	73.56K	+39.71%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.15%	1.24M	12.75M	74.69K	+6.40%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.05%	28.55K	292.92K	0	0
Mar 31, 2025	SUMMIT X, LLC	0.03%	16.97K	174.11K	16.97K	+100.00%
Mar 31, 2025	CATALINA CAPITAL GROUP, LLC	0.03%	18.33K	188.11K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.21%	120.3K	1.23M	280	+0.23%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.24%	139.86K	1.43M	-386.96K	-73.45%
Mar 31, 2025	CONGRESS PARK CAPITAL LLC	0.26%	147.5K	1.51M	17K	+13.03%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.79%	453.78K	4.66M	-61.93K	-12.01%
Mar 31, 2025		0.03%	14.69K	150.68K	164	+1.13%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	70.73K	725.65K	-18.34K	-20.59%
Mar 31, 2025	RIVER STREET ADVISORS LLC	0.03%	16.97K	174.12K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.02%	14.23K	146K	14.23K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.03%	14.92K	153.05K	2.07K	+16.09%
Mar 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.03%	19.64K	201.5K	-4.31K	-17.98%
Mar 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.03%	20.04K	205.61K	3.36K	+20.16%
Mar 31, 2025	STONEX GROUP INC.	0.06%	36.06K	369.97K	2.29K	+6.79%
Mar 31, 2025	NBC SECURITIES, INC.	0.07%	37.6K	385	37.57K	+104,347.22%
Mar 31, 2025	MORGAN STANLEY	2.89%	1.67M	17.14M	-6.6K	-0.39%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.51%	293.72K	3.01M	2.71K	+0.93%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	41.53K	426.11K	19.32K	+86.96%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.08%	47.61K	488.48K	9.03K	+23.42%
Mar 31, 2025	LM ADVISORS LLC	0.09%	50.73K	520K	-2K	-3.79%
Mar 31, 2025	COHEN & STEERS, INC.	0.1%	59K	605K	14K	+31.11%
Mar 31, 2025	PRIMORIS WEALTH ADVISORS, LLC	0.1%	59.54K	610.88K	-3.46K	-5.49%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.13%	75.26K	772.15K	4.43K	+6.25%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.13%	76.08K	780.61K	13.5K	+21.56%
Mar 31, 2025	MARINER, LLC	0.05%	29.47K	302.38K	-480	-1.60%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.14%	78.46K	804.96K	-9.87K	-11.18%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	81.18K	832.93K	34	+0.04%
Mar 31, 2025	NCP INC.	0.15%	88.98K	912.91K	21.11K	+31.10%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	91.56K	939.4K	69	+0.08%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	91.7K	940.79K	3.94K	+4.49%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	28.99K	297K	0	0
Mar 31, 2025	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.04M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	221.8K	2.28M	6.96K	+3.24%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.5%	291.05K	2.99M	-67.43K	-18.81%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1%	578.96K	5.94M	149.43K	+34.79%
Mar 31, 2025	UBS GROUP AG	1.44%	831.99K	8.54M	30.73K	+3.83%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.1%	56.67K	581.4K	61	+0.11%
Mar 31, 2025	STEPHENS INC /AR/	0.03%	15.55K	159.58K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.46%	267.23K	2.74M	32.54K	+13.87%
Mar 31, 2025	MGO ONE SEVEN LLC	0.04%	25.17K	258.19K	0	0
Mar 31, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.04%	24.9K	255.47K	3.57K	+16.73%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	22.31K	228.94K	-70.4K	-75.93%
Mar 31, 2024	LPL FINANCIAL LLC	0.06%	31.75K	345.73K	-8.88K	-21.86%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.06%	34.07K	367.22K	-1.39K	-3.92%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.07%	38.33K	417.36K	-26.89K	-41.23%
Mar 31, 2024	PRIMORIS WEALTH ADVISORS, LLC	0.09%	53K	577.19K	18K	+51.43%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.1%	59.42K	647.1K	-4.2K	-6.60%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.14%	78.34K	853.16K	-3.31K	-4.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.26%	147.58K	1.61M	18K	+13.89%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.41%	230.5K	2.51M	68.65K	+42.42%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.53%	301.55K	3.28M	-90.36K	-23.06%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.93%	525.59K	5.72M	-84.38K	-13.83%
Mar 31, 2024	UBS GROUP AG	1.09%	617.9K	6.73M	23.28K	+3.92%
Mar 31, 2024	MORGAN STANLEY	3.13%	1.78M	19.35M	56.68K	+3.30%
Mar 31, 2024	LM ADVISORS LLC	0.11%	60.32K	657K	0	0
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0%	2.5K	27.23K	0	0
Mar 31, 2024	LAFFER TENGLER INVESTMENTS	0.01%	3.2K	34.85K	3.2K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	4.61K	50.18K	-134	-2.83%
Mar 31, 2024	VISIONPOINT ADVISORY GROUP, LLC	0.01%	5.75K	62.62K	0	0
Mar 31, 2024	COMERICA BANK	0.02%	8.97K	97.72K	2.5K	+38.62%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	16.36K	178.15K	5.6K	+52.11%
Mar 31, 2024	RIVER STREET ADVISORS LLC	0.03%	16.97K	184.82K	16.97K	+100.00%
Mar 31, 2024	SINGLE POINT PARTNERS, LLC	0.03%	17K	186	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.03%	17.61K	191.81K	17.61K	+100.00%
Mar 31, 2024	BEACON BRIDGE WEALTH PARTNERS, LLC	0.04%	20.67K	225.05K	-5.9K	-22.20%
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.04%	21.41K	233K	1.66K	+8.43%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.04%	22.14K	241.05K	1K	+4.73%
Mar 31, 2024	NBC SECURITIES, INC.	0.04%	22.8K	248K	4.27K	+23.04%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.04%	23.26K	253.3K	0	0
Mar 31, 2024	MRA ADVISORY GROUP	0.05%	27.4K	298.43K	3.04K	+12.49%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	27.58K	300K	27.58K	+100.00%
Mar 31, 2024	MOORS & CABOT, INC.	0.05%	30K	326.7K	-30K	-50.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	87.67K	954.71K	6.21K	+7.62%
Mar 31, 2024	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.11M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.19%	107.15K	1.17M	-46.13K	-30.09%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	130.07K	1.42M	130.07K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.24%	135.2K	1.47M	-9.93K	-6.84%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	139.67K	1.52M	1.33K	+0.96%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.02%	10.39K	113.1K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	10.82K	118K	0	0
Mar 31, 2024	SYKON CAPITAL LLC	0.02%	11.25K	122.51K	0	0
Mar 31, 2024	CREATIVE PLANNING	0.02%	13K	141.57K	13K	+100.00%
Mar 31, 2024	WHITTIER TRUST CO	0.02%	13.5K	147.02K	13.5K	+100.00%
Mar 31, 2024	VIRTU FINANCIAL LLC	0.02%	13.6K	148K	13.6K	+100.00%
Mar 31, 2024	ARKOS GLOBAL ADVISORS	0.02%	14K	152K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.02%	14K	152.46K	14K	+100.00%
Mar 31, 2024	NOMURA HOLDINGS INC	0.03%	14.3K	155.73K	-13.6K	-48.75%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	14.45K	157K	-6.05K	-29.52%
Mar 31, 2024	OPPENHEIMER & CO INC	0.03%	16.18K	176.22K	4K	+32.84%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.32%	748.3K	8.15M	160.68K	+27.34%
Mar 31, 2024	ARLINGTON CAPITAL MANAGEMENT, INC.	0%	0	-	-10.03K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-11.35K	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-74.73K	-100.00%
Mar 31, 2024	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	0	-	-1K	-100.00%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0%	0	-	-95.7K	-100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-41.13K	-100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-12K	-100.00%
Mar 31, 2024	BLACKROCK INC.	0%	21	231	21	+100.00%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	600	6K	600	+100.00%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	2K	21.78K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	2K	21.78K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.04%	22.14K	241.06K	22.14K	+100.00%
Mar 31, 2024	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.05%	31.18K	339.5K	20.28K	+186.01%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.07%	41.13K	407.56K	41.13K	+100.00%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0.08%	43.86K	434.62K	43.86K	+100.00%
Dec 31, 2023	MOORS & CABOT, INC.	0.11%	60K	594.6K	5K	+9.09%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.11%	63.62K	630.45K	-7.83K	-10.96%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	65.22K	646.29K	19.81K	+43.61%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.12%	68.42K	678.02K	68.42K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	74.73K	740.59K	74.73K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.14%	81.46K	807.3K	44.18K	+118.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.14%	81.66K	809.22K	19.17K	+30.67%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.17%	95.7K	948.34K	95.7K	+100.00%
Dec 31, 2023	REGATTA CAPITAL GROUP, LLC	0.18%	101.71K	1.01M	52K	+104.60%
Dec 31, 2023	ROYAL BANK OF CANADA	0.23%	129.58K	1.28M	14.37K	+12.47%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	138.34K	1.37M	-128.76K	-48.21%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.26%	145.13K	1.44M	-850	-0.58%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.27%	153.28K	1.52M	-45.12K	-22.74%
Dec 31, 2023		0.02%	11.25K	111.49K	0	0
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.69%	391.9K	3.88M	97.13K	+32.95%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.03%	587.63K	5.82M	118.18K	+25.17%
Dec 31, 2023	UBS GROUP AG	1.05%	594.62K	5.89M	-22.41K	-3.63%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.07%	609.96K	6.04M	-381.55K	-38.48%
Dec 31, 2023	MORGAN STANLEY	3.03%	1.72M	17.04M	-91.13K	-5.03%
Dec 31, 2023	ALPHACENTRIC ADVISORS LLC	0.01%	5K	49.55K	5K	+100.00%
Dec 31, 2023	VISIONPOINT ADVISORY GROUP, LLC	0.01%	5.75K	56.98K	5.75K	+100.00%
Dec 31, 2023	COMERICA BANK	0.01%	6.47K	64.15K	0	0
Dec 31, 2023	ARLINGTON CAPITAL MANAGEMENT, INC.	0.02%	10.03K	99.39K	10.03K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.02%	10.39K	102.93K	-11.31K	-52.12%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.02%	10.76K	106.58K	-4.49K	-29.46%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	10.82K	107K	-4.5K	-29.38%
Dec 31, 2023	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.02%	10.9K	108.02K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	11.35K	112.43K	-368	-3.14%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.02%	12K	118.92K	-900	-6.98%
Dec 31, 2023	OPPENHEIMER & CO INC	0.02%	12.18K	120.72K	-3.77K	-23.62%
Dec 31, 2023	ARKOS GLOBAL ADVISORS	0.02%	14K	139K	14K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	0.03%	15.05K	149.19K	15.05K	+100.00%
Dec 31, 2023	JGP WEALTH MANAGEMENT, LLC	0.03%	16.61K	164.6K	16.61K	+100.00%
Dec 31, 2023	SINGLE POINT PARTNERS, LLC	0.03%	17K	168K	-8K	-32.00%
Dec 31, 2023	NBC SECURITIES, INC.	0.03%	18.53K	183K	3.91K	+26.70%
Dec 31, 2023	WINTRUST INVESTMENTS LLC	0.03%	19.75K	196K	6.23K	+46.04%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.04%	20.5K	203K	-2.18K	-9.59%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.04%	21.14K	209.45K	21.14K	+100.00%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.04%	23.26K	230.51K	-6.7K	-22.36%
Dec 31, 2023	MRA ADVISORY GROUP	0.04%	24.36K	241.43K	1.12K	+4.80%
Dec 31, 2023	BEACON BRIDGE WEALTH PARTNERS, LLC	0.05%	26.56K	263.23K	342	+1.30%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	27.75K	2.8M	24.95K	+891.00%
Dec 31, 2023	NOMURA HOLDINGS INC	0.05%	27.9K	276.49K	27.9K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	40.63K	402.63K	5.7K	+16.30%
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.06%	35.45K	351.34K	-2.46K	-6.49%
Dec 31, 2023	PRIMORIS WEALTH ADVISORS, LLC	0.06%	35K	346.85K	5K	+16.67%

Frequently Asked Questions