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

Who are the major shareholders selling VanEck Merk Gold ETF stock?

SIMPLICITY WEALTH,LLC, in the last quarter, reduced its stake in OUNZ by -0.27% restricting it's holding to 95.93 thousand shares of worth nearly $3.70M. ACCORDANT ADVISORY GROUP INC also lessened -0.16% of the OUNZ shares from its portfolio, reducing its holding to 272.8 thousand shares of worth $10.53M. PEKIN HARDY STRAUSS, INC. also shunned OUNZ shares holding by -0.24% last quarter which brought its holding to 267.08 thousand shares worth $10.31M.

Investors who are buying OUNZ stock?

As per its latest 13F filing, GUILD INVESTMENT MANAGEMENT, INC. increased its stake in OUNZ by 3.63% in the last quarter. The institutional holder raised its holding to 127.39 thousand shares having worth more than $4.92M. GLADSTONE INSTITUTIONAL ADVISORY LLC also added 2.44% more shares of OUNZ to its portfolio, raising its holding to 111.86 thousand shares of worth $4.32M. VAN ECK ASSOCIATES CORP also increased its OUNZ shares holding by 43.28% which brought its holding to 5.47 million shares worth $211.08M.

OUNZ's major insiders: who are they?

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

Did an insider recently sell OUNZ stock?

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

Which insider recently purchased OUNZ stock?

There have been 0 transaction(s) during the past 6-months in which VanEck Merk Gold ETF insiders have bought stock, totalling 0 shares

How much of OUNZ does insiders own?

Around 0 VanEck Merk Gold ETF shares are held by insiders, which represents about N/A of OUNZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in OUNZ?

SIMPLICITY WEALTH,LLC is the largest institutional owner in OUNZ which holds 95.93 thousand shares worth $3.70M or 0.19% of the total OUNZ shares outstanding followed by ACCORDANT ADVISORY GROUP INC with ownership of 272.8 thousand shares representing 0.42% of the OUNZ ownership. PEKIN HARDY STRAUSS, INC. is the third largest stakeholder with 267.08 thousand shares or 0.41% of the ownership worth more than $10.31M.

Is VanEck Merk Gold 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 OUNZ is concerned, it is a stock which is optionable.

Is there a short position on OUNZ's shares?

Number of OUNZ 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 OUNZ shares are there?

As of today, null shares of OUNZ are outstanding.

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

OUNZ 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 OUNZ is null.

VanEck Merk Gold ETF (OUNZ) 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

OptionableYes

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. SIMPLICITY WEALTH,LLC is the top corporate investor, holding 95.93K shares valued at $3.70M. A 0.19% stake in VanEck Merk Gold ETF is owned by the company. ACCORDANT ADVISORY GROUP INC owns 272.8K shares valued at $10.53M, which translates its holding of 0.42% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.19%	95.93K	3.7M	-255	-0.27%
Jun 30, 2026	ACCORDANT ADVISORY GROUP INC	0.42%	272.8K	10.53M	-426	-0.16%
Jun 30, 2026	PEKIN HARDY STRAUSS, INC.	0.41%	267.08K	10.31M	-637	-0.24%
Jun 30, 2026	CAPITAL WEALTH ALLIANCE, LLC	0.23%	146.73K	5.66M	0	0
Jun 30, 2026	OPPENHEIMER & CO INC	0.21%	137.06K	5.29M	-3.08K	-2.20%
Jun 30, 2026	GUILD INVESTMENT MANAGEMENT, INC.	0.2%	127.39K	4.92M	4.46K	+3.63%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.22%	111.86K	4.32M	2.67K	+2.44%
Jun 30, 2026	VAN ECK ASSOCIATES CORP	8.39%	5.47M	211.08M	1.65M	+43.28%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.01%	1.31M	50.67M	14.3K	+1.10%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.62%	1.05M	40.65M	13.9K	+1.34%
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	1.59%	1.04M	40.03M	493.71K	+90.82%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.55%	1.01M	38.88M	30.67K	+3.14%
Jun 30, 2026	SHUFRO ROSE & CO LLC	0.95%	619.79K	23.92M	266.69K	+75.53%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.25%	814.22K	31.38M	12.12K	+1.51%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.99%	644.05K	24.85M	-63.3K	-8.95%
Jun 30, 2026	LPL FINANCIAL LLC	4.86%	3.17M	122.35M	-71.36K	-2.20%
Jun 30, 2026	MORTON CAPITAL MANAGEMENT LLC/CA	5.4%	3.52M	135.81M	86.14K	+2.51%
Jun 30, 2026	SHEETS SMITH WEALTH MANAGEMENT	0.17%	112.19K	4.33M	34.02K	+43.52%
Jun 30, 2026	DRAKE & ASSOCIATES, LLC	0.85%	552.92K	21.34M	42.69K	+8.37%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.75%	486.66K	18.78M	235.67K	+93.90%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.72%	468.65K	18.09M	112.9K	+31.74%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.68%	446.23K	17.22M	200.03K	+81.25%
Jun 30, 2026		0.27%	138.38K	5.34M	7.1K	+5.41%
Jun 30, 2026	KIKER WEALTH MANAGEMENT, LLC	0.65%	422.68K	16.31M	-14.85K	-3.39%
Jun 30, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.4%	259.99K	10.03M	29.91K	+13.00%
Jun 30, 2026	PETRA FINANCIAL ADVISORS INC	0.23%	148.51K	5.73M	10.06K	+7.27%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	150.89K	5.82M	51.16K	+51.30%
Jun 30, 2026	SFG WEALTH MANAGEMENT, LLC.	0.24%	155.89K	6.02M	-96.79K	-38.31%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.24%	159.26K	6.15M	-31	-0.02%
Jun 30, 2026	FORUM FINANCIAL MANAGEMENT, LP	0.25%	160.12K	6.18M	0	0
Jun 30, 2026	LIFEWORKS ADVISORS, LLC	0.25%	165.1K	6.37M	-1.05K	-0.63%
Jun 30, 2026	PDS PLANNING, INC	0.26%	167.78K	6.47M	0	0
Jun 30, 2026	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.27%	174.36K	6.73M	11.16K	+6.84%
Jun 30, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.27%	176.33K	6.8M	-573	-0.32%
Jun 30, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.29%	188.39K	7.27M	5.77K	+3.16%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	0.32%	210.15K	8.11M	7.67K	+3.79%
Jun 30, 2026	MONEY CONCEPTS CAPITAL CORP	0.36%	234.98K	9.07M	3.34K	+1.44%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.38%	245.5K	9.47M	-6.79K	-2.69%
Jun 30, 2026	SMART MONEY GROUP LLC	0.38%	245.92K	9.49M	7.02K	+2.94%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.38%	247.39K	9.55M	41.7K	+20.27%
Jun 30, 2026	BUCKET LIST WEALTH MANAGEMENT, LLC	0.18%	94.34K	3.64M	7.99K	+9.25%
Jun 30, 2026	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	0.21%	138.38K	5.34M	7.1K	+5.41%
Jun 30, 2026	ASSET ONE WEALTH MANAGEMENT LLC	1.21%	786K	30.65M	22.92K	+3.00%
Jun 30, 2026	PITCAIRN WEALTH ADVISORS LLC	2.03%	1.32M	50.94M	-17.03K	-1.27%
Jun 30, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.58%	376.5K	14.55M	-10.09K	-2.61%
Jun 30, 2026	FERGUSON SHAPIRO LLC	0.15%	78.83K	3.04M	78.83K	+100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	77.56K	2.99M	-17.08K	-18.05%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.15%	75.58K	2.92M	23.28K	+44.50%
Jun 30, 2026	MEIXLER INVESTMENT MANAGEMENT, LTD.	0.14%	73.74K	2.85M	1.34K	+1.85%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.59%	381.43K	14.72M	-64.66K	-14.49%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	380.53K	15.03M	34.74K	+10.05%
Jun 30, 2026	PLAN GROUP FINANCIAL, LLC	0.2%	105.28K	4.06M	-5.5K	-4.97%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.19%	96.58K	3.73M	11.33K	+13.28%
Jun 30, 2026	CENTAURUS FINANCIAL, INC.	0.18%	115.43K	4.45M	334	+0.29%
Jun 30, 2026	AMBASSADOR ADVISORS, LLC	0.19%	124.23K	4.79M	124.23K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	125.62K	4.85M	-8.95K	-6.65%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.18%	93.99K	3.63M	-1.1K	-1.16%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.56%	364.79K	14.08M	-9.8K	-2.62%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.51%	334.65K	12.91M	11.65K	+3.61%
Jun 30, 2026	SECURITY NATIONAL BANK	0.49%	321.96K	12.42M	38.93K	+13.76%
Jun 30, 2026	SOLSTEIN CAPITAL, LLC	0.43%	280.25K	10.81M	20.29K	+7.81%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	7.42%	3.82M	171.98M	1.97M	+107.01%
Mar 31, 2026	DRAKE & ASSOCIATES, LLC	0.99%	510.23K	22.99M	28.5K	+5.92%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.02%	1.04M	46.82M	277.22K	+36.37%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.52%	1.3M	58.51M	582.2K	+81.25%
Mar 31, 2026	LPL FINANCIAL LLC	6.3%	3.24M	146.04M	51.12K	+1.60%
Mar 31, 2026	MORTON CAPITAL MANAGEMENT LLC/CA	6.67%	3.43M	154.67M	-238.21K	-6.49%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.73%	374.59K	16.88M	1.11K	+0.30%
Mar 31, 2026	EURO PACIFIC ASSET MANAGEMENT, LLC	0.75%	386.59K	17.44M	-11.48K	-2.88%
Mar 31, 2026	QUADRATURE CAPITAL LTD	0.19%	99.81K	4.5M	99.81K	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.87%	446.09K	20.1M	437.95K	+5,379.50%
Mar 31, 2026	PETRA FINANCIAL ADVISORS INC	0.27%	138.45K	6.24M	2.38K	+1.75%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.21%	109.19K	4.92M	-465	-0.42%
Mar 31, 2026	GUILD INVESTMENT MANAGEMENT, INC.	0.24%	122.93K	5.54M	-21.76K	-15.04%
Mar 31, 2026		0.26%	131.27K	5.91M	-1.45K	-1.09%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	134.56K	6.06M	7.46K	+5.87%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.49%	250.99K	11.31M	-13.21K	-5.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.49%	252.29K	11.37M	-15.15K	-5.66%
Mar 31, 2026	SFG WEALTH MANAGEMENT, LLC.	0.49%	252.69K	11.38M	72.84K	+40.50%
Mar 31, 2026	VIRTU FINANCIAL LLC	0.5%	259.38K	11.69M	136.6K	+111.26%
Mar 31, 2026	SOLSTEIN CAPITAL, LLC	0.51%	259.95K	11.71M	4.05K	+1.58%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.67%	345.79K	15.55M	-308.92K	-47.18%
Mar 31, 2026	SHUFRO ROSE & CO LLC	0.69%	353.1K	15.91M	337.72K	+2,195.70%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.69%	355.75K	16.03M	-58.7K	-14.16%
Mar 31, 2026	OPPENHEIMER & CO INC	0.27%	140.14K	6.31M	5.45K	+4.05%
Mar 31, 2026	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.32%	163.19K	7.35M	8.53K	+5.51%
Mar 31, 2026	PLAN GROUP FINANCIAL, LLC	0.22%	110.78K	4.99M	3.53K	+3.29%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.22%	115.09K	5.19M	9.69K	+9.19%
Mar 31, 2026	CAPITAL WEALTH ALLIANCE, LLC	0.29%	146.73K	6.61M	-92	-0.06%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.31%	159.29K	7.3M	-24.09K	-13.14%
Mar 31, 2026	FORUM FINANCIAL MANAGEMENT, LP	0.31%	160.12K	7.21M	0	0
Mar 31, 2026	SMART MONEY GROUP LLC	0.46%	238.91K	10.76M	4.44K	+1.90%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.48%	246.2K	11.09M	-159.81K	-39.36%
Mar 31, 2026	PEKIN HARDY STRAUSS, INC.	0.52%	267.72K	12.06M	-60.58K	-18.45%
Mar 31, 2026	ACCORDANT ADVISORY GROUP INC	0.53%	273.23K	12.31M	-25.48K	-8.53%
Mar 31, 2026	SECURITY NATIONAL BANK	0.55%	283.03K	12.75M	15.6K	+5.83%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.63%	323K	14.55M	-16.81K	-4.95%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.56%	802.11K	36.13M	12.52K	+1.59%
Mar 31, 2026	LIFEWORKS ADVISORS, LLC	0.32%	166.15K	7.48M	-19.39K	-10.45%
Mar 31, 2026	PDS PLANNING, INC	0.33%	167.78K	7.56M	0	0
Mar 31, 2026	SAMALIN INVESTMENT COUNSEL, LLC	0.34%	176.91K	7.97M	-9.28K	-4.99%
Mar 31, 2026	PERENNIAL INVESTMENT ADVISORS, LLC	0.35%	182.62K	8.23M	12.93K	+7.62%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.21%	106.61K	4.8M	106.61K	+100.00%
Mar 31, 2026	DOGWOOD WEALTH MANAGEMENT LLC	0.45%	230.08K	10.37M	-3.21K	-1.38%
Mar 31, 2026	KIKER WEALTH MANAGEMENT, LLC	0.85%	437.53K	19.71M	429.42K	+5,294.24%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	1.06%	543.59K	24.92M	-24.96K	-4.39%
Mar 31, 2026	MONEY CONCEPTS CAPITAL CORP	0.45%	231.64K	10.44M	-6.51K	-2.73%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.4%	205.69K	9.27M	14.43K	+7.54%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	0.39%	202.48K	9.12M	55.19K	+37.47%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.38%	707.35K	31.87M	-1.47K	-0.21%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.9%	976.87K	44.01M	-88.79K	-8.33%
Mar 31, 2026	LYELL WEALTH MANAGEMENT, LP	0.16%	83.25K	3.75M	21.45K	+34.71%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.17%	85.26K	3.84M	-12.44K	-12.73%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.17%	89.48K	4.03M	89.48K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	94.64K	4.26M	1.31K	+1.40%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.18%	95.09K	4.28M	1.99K	+2.14%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.19%	96.18K	4.33M	-9.02K	-8.57%
Dec 31, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.13%	66.83K	2.77M	-3.61K	-5.12%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.07%	1.07M	44.2M	-660.22K	-38.25%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.46%	238.15K	9.88M	-7.11K	-2.90%
Dec 31, 2025	SMART MONEY GROUP LLC	0.46%	234.46K	9.73M	15.44K	+7.05%
Dec 31, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.45%	233.29K	9.68M	-1.58K	-0.67%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.36%	186.19K	7.72M	-5.34K	-2.79%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.36%	183.39K	7.61M	-7.04K	-3.70%
Dec 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.35%	179.84K	7.46M	27.79K	+18.28%
Dec 31, 2025	PDS PLANNING, INC	0.33%	167.78K	6.96M	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.18%	93.1K	3.86M	5.04K	+5.72%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.17%	85.75K	3.56M	-1.86K	-2.12%
Dec 31, 2025	EVOKE WEALTH, LLC	0.16%	80.73K	3.35M	38.93K	+93.13%
Dec 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.15%	78.84K	3.27M	-5.15K	-6.13%
Dec 31, 2025	RDA FINANCIAL NETWORK	0.13%	64.87K	2.69M	-4.48K	-6.47%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.12%	63.58K	2.64B	63.58K	+100.00%
Dec 31, 2025	LYELL WEALTH MANAGEMENT, LP	0.12%	61.8K	2.56M	-14.7K	-19.22%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	58.33K	2.42M	12.3K	+26.73%
Dec 31, 2025	TERRA NOVA ASSET MANAGEMENT LLC	0.11%	55.7K	2.31M	0	0
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.11%	55.62K	2.31M	4.58K	+8.98%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.39%	716.54K	29.72M	-6.21K	-0.86%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	1.11%	568.55K	23.58M	-57.25K	-9.15%
Dec 31, 2025	DRAKE & ASSOCIATES, LLC	0.94%	481.73K	19.98M	31.71K	+7.05%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	406.01K	16.84M	-26.24K	-6.07%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.31%	160.12K	6.64M	0	0
Dec 31, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.3%	154.67K	6.42M	27.74K	+21.85%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.24%	122.78K	5.09M	122.78K	+100.00%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.2%	105.4K	4.37M	1.83K	+1.76%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.2%	105.2K	4.36M	2.25K	+2.18%
Dec 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.33%	169.69K	7.04M	29.81K	+21.31%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.36%	185.54K	7.7M	-14.88K	-7.42%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.37%	191.27K	7.93M	10.22K	+5.65%
Dec 31, 2025	SOLSTEIN CAPITAL, LLC	0.5%	255.91K	10.61M	4.21K	+1.67%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.51%	264.2K	10.96M	-4.17K	-1.55%
Dec 31, 2025	PEKIN HARDY STRAUSS, INC.	0.64%	328.3K	13.62M	5.12K	+1.58%
Dec 31, 2025	WESPAC ADVISORS, LLC	0.09%	46.07K	1.91M	0	0
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.09%	46.7K	2.03M	11.61K	+33.07%
Dec 31, 2025	SIGMA PLANNING CORP	0.09%	48.59K	1.99M	-5.33K	-9.88%
Dec 31, 2025	TOWER WEALTH PARTNERS, INC.	0.1%	48.91K	2.03M	-2.07K	-4.07%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.1%	48.99K	2.03M	3.2K	+7.00%
Dec 31, 2025	MORGAN STANLEY	0.1%	51.17K	2.12M	-12.89K	-20.12%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.73%	373.48K	15.49M	1.34K	+0.36%
Dec 31, 2025	JPMORGAN CHASE & CO	0.8%	412.32K	17.1M	87.5K	+26.94%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.81%	414.45K	17.19M	-15.38K	-3.58%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.27%	654.71K	28.32M	-33.91K	-4.92%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.38%	708.82K	29.4M	-15.08K	-2.08%
Dec 31, 2025	PLAN GROUP FINANCIAL, LLC	0.21%	107.25K	4.45M	13K	+13.79%
Dec 31, 2025	SECURITY NATIONAL BANK	0.52%	267.43K	11.09M	31.92K	+13.55%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.52%	267.44K	11.09M	21.05K	+8.54%
Dec 31, 2025	ACCORDANT ADVISORY GROUP INC	0.58%	298.71K	12.39M	4.86K	+1.65%
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.19%	97.69K	4.05M	-3.38K	-3.35%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.19%	98.1K	4.07M	-19.5K	-16.58%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.21%	109.66K	4.55M	-6.05K	-5.23%
Dec 31, 2025	AMBASSADOR ADVISORS, LLC	0.24%	124.88K	5.18M	77	+0.06%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	127.1K	5.27M	-9.6K	-7.02%
Dec 31, 2025		0.26%	132.72K	5.51M	132.72K	+100.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.26%	134.68K	5.59M	-550	-0.41%
Dec 31, 2025	PETRA FINANCIAL ADVISORS INC	0.26%	136.07K	5.64M	-6.83K	-4.78%
Dec 31, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.28%	144.69K	6M	1.4K	+0.98%
Dec 31, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.29%	146.82K	7.18M	-750	-0.51%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	0.29%	147.28K	6.11M	83.52K	+130.97%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.48%	762.16K	31.61M	-262.54K	-25.62%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.53%	789.58K	32.74M	-8.68K	-1.09%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	3.59%	1.84M	76.5M	388.13K	+26.66%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.66%	339.81K	14.19M	-39.98K	-10.53%
Dec 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.77%	398.07K	16.57M	3.53K	+0.90%
Dec 31, 2025	LPL FINANCIAL LLC	6.2%	3.19M	132.35M	290.21K	+10.01%
Dec 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	7.14%	3.67M	152.29M	-92.71K	-2.46%
Dec 31, 2025	MEIXLER INVESTMENT MANAGEMENT, LTD.	0.14%	72.59K	3.01M	889	+1.24%
Dec 31, 2025	UMB BANK, N.A.	0.13%	64.54K	2.68M	0	0
Sep 30, 2025	PETRA FINANCIAL ADVISORS INC	0.26%	142.9K	5.31M	2.77K	+1.98%
Sep 30, 2025	AMBASSADOR ADVISORS, LLC	0.23%	124.8K	4.64M	4.16K	+3.45%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.19%	103.58K	3.85M	5K	+5.07%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.19%	101.07K	3.76M	5.64K	+5.91%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.22%	117.6K	4.37M	19.3K	+19.63%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.79%	429.83K	15.99M	81.8K	+23.50%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.35%	190.42K	7.08M	3.52K	+1.88%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.35%	191.53K	7.12M	22.09K	+13.04%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.49%	268.37K	9.98M	60.82K	+29.31%
Sep 30, 2025	ACCORDANT ADVISORY GROUP INC	0.54%	293.85K	10.93M	5.15K	+1.78%
Sep 30, 2025	PEKIN HARDY STRAUSS, INC.	0.59%	323.18K	12.02M	-13.18K	-3.92%
Sep 30, 2025	JPMORGAN CHASE & CO	0.6%	324.82K	12.08M	16.38K	+5.31%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.37%	200.42K	7.45M	-4.12K	-2.01%
Sep 30, 2025	SMART MONEY GROUP LLC	0.4%	219.03K	8.15M	5.59K	+2.62%
Sep 30, 2025	DRAKE & ASSOCIATES, LLC	0.83%	450.02K	17.26M	49.55K	+12.37%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	1.15%	625.8K	23.27M	23.32K	+3.87%
Sep 30, 2025	QUADRATURE CAPITAL LTD	1.26%	684.54K	25.46M	48.2K	+7.57%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.27%	688.62K	26.4M	-14.43K	-2.05%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.33%	722.75K	26.88M	-68.64K	-8.67%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.33%	723.9K	26.92M	200.45K	+38.30%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.47%	798.27K	29.69M	27.4K	+3.55%
Sep 30, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.23%	126.93K	4.72M	9.27K	+7.87%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.45%	245.26K	9.12M	2.11K	+0.87%
Sep 30, 2025	SOLSTEIN CAPITAL, LLC	0.46%	251.7K	9.36M	11.32K	+4.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.68%	372.14K	13.84M	23.56K	+6.76%
Sep 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.73%	394.54K	14.73M	-61.07K	-13.40%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.21%	115.71K	4.3M	23.29K	+25.20%
Sep 30, 2025	SECURITY NATIONAL BANK	0.43%	235.51K	8.76M	10K	+4.43%
Sep 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.43%	234.87K	8.73M	17.92K	+8.26%
Sep 30, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.26%	143.29K	5.33M	870	+0.61%
Sep 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.27%	147.57K	5.49M	-318	-0.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	136.7K	5.08M	1.25K	+0.93%
Sep 30, 2025	OPPENHEIMER & CO INC	0.25%	135.23K	5.03M	3.07K	+2.32%
Sep 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.78%	424K	15.77M	59.03K	+16.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	432.25K	15.29M	-4.16K	-0.95%
Sep 30, 2025	PITCAIRN CO	1.82%	989.74K	36.81M	-121.07K	-10.90%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.17%	1.73M	64.19M	28.52K	+1.68%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.68%	1.46M	54.15M	203.96K	+16.29%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.7%	379.79K	14.12M	2.64K	+0.70%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.33%	181.04K	6.73M	14.31K	+8.59%
Sep 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.26%	139.88K	5.2M	51.08K	+57.51%
Sep 30, 2025	PLAN GROUP FINANCIAL, LLC	0.17%	94.25K	3.51M	1K	+1.07%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	88.06K	3.27M	435	+0.50%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.88%	1.02M	38.11M	105.66K	+11.50%
Sep 30, 2025	PDS PLANNING, INC	0.31%	167.78K	6.24M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	87.96K	3.27M	32.8K	+59.47%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.18%	96.48K	3.59M	8.94K	+10.21%
Sep 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.15%	83.98K	3.12M	-1.03K	-1.21%
Sep 30, 2025	LYELL WEALTH MANAGEMENT, LP	0.14%	76.5K	2.84M	16.7K	+27.93%
Sep 30, 2025	CASTLEVIEW PARTNERS, LLC	0.13%	71.9K	2.67M	6.75K	+10.36%
Sep 30, 2025	MEIXLER INVESTMENT MANAGEMENT, LTD.	0.13%	71.7K	2.67M	3.72K	+5.47%
Sep 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.13%	70.43K	2.62M	-2.49K	-3.41%
Sep 30, 2025	RDA FINANCIAL NETWORK	0.13%	69.36K	2.58M	8.12K	+13.26%
Sep 30, 2025	UMB BANK, N.A.	0.12%	64.54K	2.4M	0	0
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	0.12%	63.77K	2.37M	29.03K	+83.56%
Sep 30, 2025	CAMARDA FINANCIAL ADVISORS, LLC	0.19%	101.83K	3.79M	92.99K	+1,052.92%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.19%	102.95K	3.83M	102.95K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.45%	246.39K	9.16M	235.2K	+2,100.71%
Sep 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	6.92%	3.76M	139.99M	-114K	-2.94%
Sep 30, 2025	LPL FINANCIAL LLC	5.33%	2.9M	107.87M	-188.08K	-6.09%
Sep 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.28%	152.05K	5.65M	51.53K	+51.27%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.29%	160.12K	5.95M	0	0
Jun 30, 2025	WINNOW WEALTH LLC	0.53%	288.71K	9.21M	288.71K	+100.00%
Jun 30, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.26%	142.42K	4.54M	870	+0.61%
Jun 30, 2025	PETRA FINANCIAL ADVISORS INC	0.26%	140.13K	4.47M	2.18K	+1.58%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	135.45K	4.32M	3.65K	+2.77%
Jun 30, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	7.12%	3.88M	123.67M	-285.57K	-6.86%
Jun 30, 2025	LPL FINANCIAL LLC	5.67%	3.09M	98.49M	432.82K	+16.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.69%	919.04K	29.31M	97.05K	+11.81%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.41%	770.87K	24.86M	90.34K	+13.28%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.96%	523.44K	16.69M	338.19K	+182.55%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.64%	348.58K	11.12M	-15.22K	-4.18%
Jun 30, 2025	JPMORGAN CHASE & CO	0.57%	308.45K	9.84M	104.67K	+51.37%
Jun 30, 2025	SMART MONEY GROUP LLC	0.39%	213.43K	6.81M	6.11K	+2.95%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.38%	207.55K	6.62M	-38.69K	-15.71%
Jun 30, 2025	LIFEWORKS ADVISORS, LLC	0.38%	204.53K	6.52M	-54.94K	-21.17%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.34%	186.91K	5.96M	118.05K	+171.43%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.8%	436.41K	13.92M	13.31K	+3.15%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.31%	169.44K	5.4M	-25.72K	-13.18%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.18%	98.3K	3.13M	-414.6K	-80.83%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.18%	95.43K	3.04M	95.43K	+100.00%
Jun 30, 2025	PLAN GROUP FINANCIAL, LLC	0.17%	93.25K	2.97M	9.75K	+11.68%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.17%	93.19K	2.97M	93.19K	+100.00%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.17%	92.42K	2.95M	3.58K	+4.03%
Jun 30, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0.16%	88.81K	2.83M	80.33K	+947.87%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.16%	87.63K	2.79M	-1.57K	-1.76%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.11%	1.7M	54.13M	41.3K	+2.49%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.3%	1.25M	39.93M	368.39K	+41.69%
Jun 30, 2025	PITCAIRN CO	2.04%	1.11M	35.42M	-446.64K	-28.68%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	791.39K	25.24M	219.42K	+38.36%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.16%	87.54K	2.79M	-16.92K	-16.20%
Jun 30, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.16%	85.01K	2.71M	8.87K	+11.65%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.14%	74.5K	2.38M	58.74K	+372.76%
Jun 30, 2025	USADVISORS WEALTH MANAGEMENT, LLC	0.13%	72.92K	2.33M	72.92K	+100.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.13%	68.4K	2.18M	14.27K	+26.35%
Jun 30, 2025	MEIXLER INVESTMENT MANAGEMENT, LTD.	0.12%	67.98K	2.17M	13.22K	+24.14%
Jun 30, 2025	CASTLEVIEW PARTNERS, LLC	0.12%	65.16K	2.08M	-19.88K	-23.38%
Jun 30, 2025	UMB BANK, N.A.	0.12%	64.54K	2.06M	0	0
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.12%	63.58K	2.03M	988	+1.58%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.29%	703.05K	22.59M	-10.56K	-1.48%
Jun 30, 2025	QUADRATURE CAPITAL LTD	1.17%	636.34K	20.29M	636.34K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.64%	348.03K	11.1M	-40.24K	-10.36%
Jun 30, 2025	PEKIN HARDY STRAUSS, INC.	0.62%	336.36K	10.73M	-7.5K	-2.18%
Jun 30, 2025	ACCORDANT ADVISORY GROUP INC	0.53%	288.71K	9.21M	12.91K	+4.68%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	1.11%	602.48K	19.21M	-26.97K	-4.29%
Jun 30, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.84%	455.61K	14.58M	4.34K	+0.96%
Jun 30, 2025	DRAKE & ASSOCIATES, LLC	0.73%	400.47K	12.77M	400.47K	+100.00%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.69%	377.15K	12.03M	-9.41K	-2.43%
Jun 30, 2025	PDS PLANNING, INC	0.31%	167.78K	5.35M	0	0
Jun 30, 2025	OPPENHEIMER & CO INC	0.24%	132.17K	4.21M	4.57K	+3.58%
Jun 30, 2025	AMBASSADOR ADVISORS, LLC	0.22%	120.64K	3.85M	13.22K	+12.31%
Jun 30, 2025		0.22%	117.66K	3.75M	117.66K	+100.00%
Jun 30, 2025	SFG WEALTH MANAGEMENT, LLC.	0.18%	100.52K	3.21M	3.75K	+3.88%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.18%	98.58K	3.14M	98.58K	+100.00%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.45%	243.15K	7.75M	1.72K	+0.71%
Jun 30, 2025	SOLSTEIN CAPITAL, LLC	0.44%	240.37K	7.67M	5.72K	+2.44%
Jun 30, 2025	SECURITY NATIONAL BANK	0.41%	225.51K	7.19M	175.2K	+348.25%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.31%	166.73K	5.29M	24.09K	+16.89%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.29%	160.12K	5.11M	0	0
Jun 30, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.27%	147.89K	4.72M	-385	-0.26%
Jun 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0.67%	364.97K	11.64M	-13.96K	-3.68%
Jun 30, 2025	DOGWOOD WEALTH MANAGEMENT LLC	0.4%	216.95K	6.91M	23.79K	+12.32%
Jun 30, 2025	THREE CORD TRUE WEALTH MANAGEMENT, LLC	0.22%	117.66K	3.75M	117.66K	+100.00%
Mar 31, 2025	SOLSTEIN CAPITAL, LLC	0.44%	234.65K	7.07M	2.05K	+0.88%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.73%	388.27K	11.7M	4.73K	+1.23%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.11%	1.66M	49.91M	47.58K	+2.96%
Mar 31, 2025	SHEETS SMITH WEALTH MANAGEMENT	0.14%	76.14K	2.29M	28.1K	+58.49%
Mar 31, 2025	PEKIN HARDY STRAUSS, INC.	0.64%	343.86K	10.36M	-8.37K	-2.37%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.68%	363.8K	10.97M	13.07K	+3.73%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.72%	386.56K	11.49M	9.95K	+2.64%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.79%	423.1K	12.75M	172.39K	+68.76%
Mar 31, 2025	EURO PACIFIC ASSET MANAGEMENT, LLC	0.85%	451.27K	13.66M	4.41K	+0.99%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.96%	512.9K	15.46M	321K	+167.27%
Mar 31, 2025	UMB BANK, N.A.	0.12%	64.54K	1.95M	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.13%	68.86K	2.07M	2.28K	+3.43%
Mar 31, 2025	MORTON CAPITAL MANAGEMENT LLC/CA	7.81%	4.16M	125.49M	-103.48K	-2.42%
Mar 31, 2025	AMBASSADOR ADVISORS, LLC	0.2%	107.42K	3.24M	12.39K	+13.04%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	131.79K	3.97M	-43.52K	-24.82%
Mar 31, 2025	GUILD INVESTMENT MANAGEMENT, INC.	0.27%	141.55K	4.27M	20	+0.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.07%	571.97K	17.24M	2.32K	+0.41%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	89.53K	2.7M	89.53K	+100.00%
Mar 31, 2025	SFG WEALTH MANAGEMENT, LLC.	0.18%	96.76K	2.92M	14.63K	+17.82%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.2%	104.46K	3.15M	98.73K	+1,721.80%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.27%	142.64K	4.3M	15.44K	+12.14%
Mar 31, 2025	CAPITAL WEALTH ALLIANCE, LLC	0.28%	148.27K	4.47M	-982	-0.66%
Mar 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.3%	160.12K	4.83M	0	0
Mar 31, 2025	PDS PLANNING, INC	0.31%	167.78K	5.06M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	185.26K	5.58M	5.68K	+3.17%
Mar 31, 2025		0.36%	193.16K	5.82M	-6.35K	-3.18%
Mar 31, 2025	SMART MONEY GROUP LLC	0.39%	207.32K	6.25M	54.31K	+35.49%
Mar 31, 2025	OPPENHEIMER & CO INC	0.24%	127.6K	3.85M	7.74K	+6.46%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.46%	246.24K	6.3M	-32.66K	-11.71%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.49%	259.48K	7.82M	-479	-0.18%
Mar 31, 2025	ACCORDANT ADVISORY GROUP INC	0.52%	275.8K	8.31M	50.08K	+22.19%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	1.18%	629.46K	18.97M	1.15K	+0.18%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.28%	680.53K	20.51M	64.11K	+10.40%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.34%	713.61K	21.51M	-42.07K	-5.57%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.54%	821.99K	24.77M	-8.28K	-1.00%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.66%	883.68K	26.63M	12.99K	+1.49%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.37%	195.16K	5.88M	-1.24K	-0.63%
Mar 31, 2025	JPMORGAN CHASE & CO	0.38%	203.77K	6.14M	65.14K	+46.98%
Mar 31, 2025	LPL FINANCIAL LLC	4.98%	2.66M	80.04M	886.74K	+50.13%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.45%	241.43K	7.28M	-992	-0.41%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.13%	71.42K	2.15M	-24.85K	-25.82%
Mar 31, 2025	PETRA FINANCIAL ADVISORS INC	0.26%	137.95K	4.16M	5.29K	+3.99%
Mar 31, 2025	PITCAIRN CO	2.92%	1.56M	46.94M	14.89K	+0.96%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	69.9K	2.11M	67.4K	+2,696.00%
Mar 31, 2025	PLAN GROUP FINANCIAL, LLC	0.16%	83.5K	2.52M	83.5K	+100.00%
Mar 31, 2025	CASTLEVIEW PARTNERS, LLC	0.16%	85.03K	2.56M	4.95K	+6.18%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.17%	88.84K	2.68M	-20.77K	-18.95%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.17%	89.2K	2.69M	-3.6K	-3.88%
Mar 31, 2024	MORTON CAPITAL MANAGEMENT LLC/CA	11.29%	4.53M	97.29M	91.99K	+2.07%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.09%	33.45K	718.46K	33.45K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.1%	36.81K	790.59K	2.37K	+6.89%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.1%	37.91K	814.22K	2.5K	+7.06%
Mar 31, 2024	BAKER ELLIS ASSET MANAGEMENT LLC	0.11%	42K	902.16K	0	0
Mar 31, 2024	WALKNER CONDON FINANCIAL ADVISORS LLC	0.12%	43.29K	927.78K	10	+0.02%
Mar 31, 2024	PITCAIRN CO	3.23%	1.29M	27.81M	67.56K	+5.51%
Mar 31, 2024	CASTLEVIEW PARTNERS, LLC	0.11%	43.57K	935.78K	41.46K	+1,973.54%
Mar 31, 2024	SIGMA PLANNING CORP	0.11%	46.05K	989.15K	28.42K	+161.18%
Mar 31, 2024	CETERA ADVISORS LLC	0.12%	47.02K	1.01M	14.19K	+43.24%
Mar 31, 2024	MATHER GROUP, LLC.	0.13%	50.47K	1.01M	491	+0.98%
Mar 31, 2024	WESPAC ADVISORS, LLC	0.13%	52.75K	1.13M	12	+0.02%
Mar 31, 2024	CRAWFORD FUND MANAGEMENT, LLC	0.13%	52.9K	1.14M	0	0
Mar 31, 2024	CLEAR HARBOR ASSET MANAGEMENT, LLC	0.13%	53.84K	1.16M	0	0
Mar 31, 2024	TOWER WEALTH PARTNERS, INC.	0.14%	54.47K	1.17M	965	+1.80%
Mar 31, 2024	TERRA NOVA ASSET MANAGEMENT LLC	0.14%	55.7K	1.2M	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.14%	57.78K	1.24M	-4.21K	-6.79%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.16%	62.3K	1.34M	0	0
Mar 31, 2024	COMERICA BANK	0.16%	60.92K	1.31M	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.17%	64K	1.38M	-88K	-57.89%
Mar 31, 2024	UMB BANK, N.A.	0.17%	69.97K	1.5M	0	0
Mar 31, 2024	OPPENHEIMER & CO INC	0.18%	71.31K	1.53M	2.54K	+3.70%
Mar 31, 2024	SAGEVIEW ADVISORY GROUP, LLC	0.22%	87.93K	4.6M	87.93K	+100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.23%	90.66K	1.95M	-1.35K	-1.47%
Mar 31, 2024	SMART MONEY GROUP LLC	0.3%	121.58K	2.69M	16.17K	+15.34%
Mar 31, 2024	CAPITAL WEALTH ALLIANCE, LLC	0.37%	147.74K	3.17M	225	+0.15%
Mar 31, 2024	FORUM FINANCIAL MANAGEMENT, LP	0.4%	160.12K	3.44M	0	0
Mar 31, 2024	PDS PLANNING, INC	0.42%	167.78K	3.6M	0	0
Mar 31, 2024	SAMALIN INVESTMENT COUNSEL, LLC	0.43%	171K	3.67M	18.44K	+12.09%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.43%	158.17K	3.4M	-2.44K	-1.52%
Mar 31, 2024	SOLSTEIN CAPITAL, LLC	0.48%	190.71K	4.1M	26.55K	+16.18%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.49%	195.41K	4.2M	-52.53K	-21.19%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.5%	202.56K	4.35M	-51.28K	-20.20%
Mar 31, 2024	ACCORDANT ADVISORY GROUP INC	0.52%	207.49K	4.46M	207.49K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.52%	193.49K	4.16M	23.82K	+14.04%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.53%	211.27K	4.7M	186.73K	+760.90%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	223.63K	4.8M	223.63K	+100.00%
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	1.07%	428.25K	9.2M	-5.89K	-1.36%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	1.1%	440.7K	10.07M	66.4K	+17.74%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.11%	410.29K	8.81M	2.49K	+0.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.34%	496.39K	10.66M	-8.74K	-1.73%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	1.7%	682.99K	14.67M	-3K	-0.44%
Mar 31, 2024	CREATIVE PLANNING	0.15%	57.28K	1.23M	768	+1.36%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.57%	210.7K	4.53M	19.5K	+10.20%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.63%	253.28K	5.44M	-2.18K	-0.85%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.69%	278.1K	5.97M	24.37K	+9.60%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.78%	290.89K	6.25M	-5.99K	-2.02%
Mar 31, 2024	LIFEWORKS ADVISORS, LLC	0.81%	323.45K	6.95M	-11.66K	-3.48%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	351.81K	7.56M	54.61K	+18.38%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.91%	339.34K	7.29M	-23.24K	-6.41%
Mar 31, 2024	EURO PACIFIC ASSET MANAGEMENT, LLC	0.99%	397.16K	8.61M	50.39K	+14.53%
Mar 31, 2024	STARFOX FINANCIAL SERVICES, LLC	1.03%	412.13K	9.5M	8.4K	+2.08%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.83%	735.87K	15.81M	735.87K	+100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	2.26%	907.5K	19.49M	-7.46K	-0.82%
Mar 31, 2024	LPL FINANCIAL LLC	4.29%	1.59M	34.23M	95.76K	+6.39%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.48%	191.2K	3.82M	-22.92K	-10.71%
Dec 31, 2023	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0.09%	36.7K	732.61K	-3.28K	-8.20%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.64%	253.73K	5.06M	-43.51K	-14.64%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.64%	253.84K	5.07M	18.99K	+8.09%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.64%	255.13K	5.01M	255.13K	+100.00%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.64%	255.45K	5.1M	6.09K	+2.44%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.75%	296.88K	5.93M	10.33K	+3.61%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.75%	297.2K	5.93M	297.2K	+100.00%
Dec 31, 2023	LIFEWORKS ADVISORS, LLC	0.84%	335.11K	6.69M	-4.97K	-1.46%
Dec 31, 2023	EURO PACIFIC ASSET MANAGEMENT, LLC	0.87%	346.77K	7M	-11.1K	-3.10%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.91%	362.58K	7.24M	-652	-0.18%
Dec 31, 2023	STARFOX FINANCIAL SERVICES, LLC	1.01%	403.73K	8.06M	26.49K	+7.02%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.02%	407.8K	8.14M	-112.26K	-21.59%
Dec 31, 2023	PEKIN HARDY STRAUSS, INC.	1.09%	434.14K	8.67M	-19.15K	-4.22%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.27%	505.13K	10.05M	-10.5K	-2.04%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	1.72%	685.99K	13.69M	31.61K	+4.83%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	2.3%	914.96K	18.26M	-12.95K	-1.40%
Dec 31, 2023	PITCAIRN CO	3.08%	1.23M	24.49M	-34.72K	-2.75%
Dec 31, 2023	LPL FINANCIAL LLC	3.76%	1.5M	29.9M	-81.83K	-5.18%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.1%	38.56K	769.56K	17.43K	+82.47%
Dec 31, 2023	BAKER ELLIS ASSET MANAGEMENT LLC	0.11%	42K	838.32K	0	0
Dec 31, 2023	WALKNER CONDON FINANCIAL ADVISORS LLC	0.11%	43.28K	863.87K	-804	-1.82%
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.13%	49.8K	993.95K	-71	-0.14%
Dec 31, 2023	MATHER GROUP, LLC.	0.13%	49.98K	997.64K	-8.11K	-13.97%
Dec 31, 2023	WESPAC ADVISORS, LLC	0.13%	52.74K	1.05M	0	0
Dec 31, 2023		0.13%	52.9K	1.06M	52.9K	+100.00%
Dec 31, 2023	TOWER WEALTH PARTNERS, INC.	0.13%	53.51K	1.07M	-2.3K	-4.12%
Dec 31, 2023	CLEAR HARBOR ASSET MANAGEMENT, LLC	0.14%	53.84K	1.07M	0	0
Dec 31, 2023	TERRA NOVA ASSET MANAGEMENT LLC	0.14%	55.7K	1.11M	0	0
Dec 31, 2023	CREATIVE PLANNING	0.14%	56.51K	1.13M	-551	-0.97%
Dec 31, 2023	COMERICA BANK	0.15%	60.92K	1.22M	0	0
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.16%	61.99K	1.24M	14.6K	+30.81%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.16%	62.3K	1.24M	42K	+206.90%
Dec 31, 2023	OPPENHEIMER & CO INC	0.17%	68.76K	1.37M	-13.77K	-16.68%
Dec 31, 2023	UMB BANK, N.A.	0.18%	69.97K	1.4M	0	0
Dec 31, 2023	SFG WEALTH MANAGEMENT, LLC.	0.22%	87.97K	1.76M	-3.92K	-4.26%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.23%	92.01K	1.84M	406	+0.44%
Dec 31, 2023	SMART MONEY GROUP LLC	0.26%	105.41K	2.1M	1.22K	+1.17%
Dec 31, 2023	GRANITE BAY WEALTH MANAGEMENT, LLC	0.31%	124.98K	2.39M	2K	+1.63%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.32%	128.64K	2.57M	2.31K	+1.83%
Dec 31, 2023	CAPITAL WEALTH ALLIANCE, LLC	0.37%	147.52K	2.94M	361	+0.25%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.38%	152K	3.03M	152K	+100.00%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0.38%	152.56K	3.05M	-38.06K	-19.97%
Dec 31, 2023	FORUM FINANCIAL MANAGEMENT, LP	0.4%	160.12K	3.2M	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	160.61K	3.21M	-14.06K	-8.05%
Dec 31, 2023	SOLSTEIN CAPITAL, LLC	0.41%	164.15K	3.28M	164.15K	+100.00%
Dec 31, 2023	PDS PLANNING, INC	0.42%	167.78K	3.35M	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.43%	169.67K	3.39M	-155.07K	-47.75%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.62%	247.94K	4.95M	122K	+96.87%

Frequently Asked Questions