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

Who are the major shareholders selling Overlay Shares Large Cap Equity ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in OVL by -1.41% restricting it's holding to 87.17 thousand shares of worth nearly $4.89M. EVOLUTION WEALTH MANAGEMENT INC. also lessened -13.21% of the OVL shares from its portfolio, reducing its holding to 36.49 thousand shares of worth $2.07M. AE WEALTH MANAGEMENT LLC also shunned OVL shares holding by -5.8% last quarter which brought its holding to 6.79 thousand shares worth $384.55K.

Investors who are buying OVL stock?

As per its latest 13F filing, NEW WAVE WEALTH ADVISORS LLC increased its stake in OVL by 100% in the last quarter. The institutional holder raised its holding to 144.2 thousand shares having worth more than $8.16M. ROYAL BANK OF CANADA also added 16.85% more shares of OVL to its portfolio, raising its holding to 78.4 thousand shares of worth $4.44M. NICOLET BANKSHARES INC also increased its OVL shares holding by 1.58% which brought its holding to 7.31 thousand shares worth $414.05K.

OVL's major insiders: who are they?

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

Did an insider recently sell OVL stock?

Company executives, directors, and other insiders own N/A percent of Overlay Shares Large Cap Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which OVL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased OVL stock?

There have been 0 transaction(s) during the past 6-months in which Overlay Shares Large Cap Equity ETF insiders have bought stock, totalling 0 shares

How much of OVL does insiders own?

Around 0 Overlay Shares Large Cap Equity ETF shares are held by insiders, which represents about N/A of OVL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in OVL?

NEW WAVE WEALTH ADVISORS LLC is the largest institutional owner in OVL which holds 144.2 thousand shares worth $8.16M or 4.86% of the total OVL shares outstanding followed by JPMORGAN CHASE & CO with ownership of 87.17 thousand shares representing 2.94% of the OVL ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 78.4 thousand shares or 2.64% of the ownership worth more than $4.44M.

Is Overlay Shares Large Cap Equity 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 OVL is concerned, it is a stock which is not optionable.

Is there a short position on OVL's shares?

Number of OVL 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 OVL shares are there?

As of today, null shares of OVL are outstanding.

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

OVL 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 OVL is null.

Overlay Shares Large Cap Equity ETF (OVL) 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. NEW WAVE WEALTH ADVISORS LLC is the top corporate investor, holding 144.2K shares valued at $8.16M. A 4.86% stake in Overlay Shares Large Cap Equity ETF is owned by the company. JPMORGAN CHASE & CO owns 87.17K shares valued at $4.89M, which translates its holding of 2.94% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NEW WAVE WEALTH ADVISORS LLC	4.86%	144.2K	8.16M	144.2K	+100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	2.94%	87.17K	4.89M	-1.25K	-1.41%
Jun 30, 2026	ROYAL BANK OF CANADA	2.64%	78.4K	4.44M	11.31K	+16.85%
Jun 30, 2026	NICOLET BANKSHARES INC	0.25%	7.31K	414.05K	114	+1.58%
Jun 30, 2026	SILVER GROVE FINANCIAL GROUP, INC.	0%	13	736	13	+100.00%
Jun 30, 2026	SALEM INVESTMENT COUNSELORS INC	0%	100	5.66K	100	+100.00%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	1.18%	35.05K	1.98M	600	+1.74%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	1.2%	35.61K	2M	0	0
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.23%	36.49K	2.07M	-5.55K	-13.21%
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	361	20.43K	361	+100.00%
Jun 30, 2026	UBS GROUP AG	0.01%	419	23.72K	0	0
Jun 30, 2026	TSFG, LLC	0.02%	526	30K	526	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.23%	6.79K	384.55K	-418	-5.80%
Jun 30, 2026	REAP FINANCIAL GROUP, LLC	0.24%	7.02K	397.64K	-2.93K	-29.46%
Jun 30, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	1.28%	37.89K	2.15M	2.83K	+8.07%
Jun 30, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.24%	7.07K	400.06K	490	+7.45%
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.2%	5.88K	329.72K	5.88K	+100.00%
Jun 30, 2026	TRUE LINK FINANCIAL ADVISORS, LLC	0.16%	4.71K	266.86K	4.71K	+100.00%
Jun 30, 2026	QTR FAMILY WEALTH, LLC	0.15%	4.5K	254.95K	-53	-1.16%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.12%	3.6K	203.79K	-183	-4.84%
Jun 30, 2026	STONEX GROUP INC.	0.12%	3.58K	202.78K	3.58K	+100.00%
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.12%	3.54K	200.62K	3.54K	+100.00%
Jun 30, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.07%	2.22K	125.62K	0	0
Jun 30, 2026	MORGAN STANLEY	0.06%	1.72K	97.09K	-85	-4.72%
Jun 30, 2026	NUVEEN, LLC	0.5%	14.7K	831.94K	14.7K	+100.00%
Jun 30, 2026	CAP PARTNERS, LLC	0.52%	15.48K	876.21K	15.48K	+100.00%
Jun 30, 2026	MILESTONE ASSET MANAGEMENT, LLC	0.85%	25.13K	1.42M	25.13K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	1.05%	31.3K	1.77M	18K	+135.27%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.02%	730	41.33K	730	+100.00%
Jun 30, 2026	SHELTON CAPITAL MANAGEMENT	1.14%	33.87K	1.92M	6.74K	+24.84%
Jun 30, 2026	GTS SECURITIES LLC	0%	0	-	-7.8K	-100.00%
Jun 30, 2026	CREATIVE PLANNING	0%	0	-	-4.07K	-100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.42%	12.45K	704.8K	12.45K	+100.00%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.41%	12.32K	697.22K	12.32K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.41%	12.25K	693.47K	0	0
Jun 30, 2026	LUMINIST CAPITAL LLC	0.37%	11.08K	606.81K	2.72K	+32.61%
Jun 30, 2026	OASIS ADVISORS, LLC	0.34%	10.14K	574.15K	10.14K	+100.00%
Jun 30, 2026	WATERLOO CAPITAL, L.P.	0.34%	10.09K	571.04K	2.28K	+29.15%
Jun 30, 2026	LPL FINANCIAL LLC	2.43%	72.16K	4.09M	58.21K	+417.27%
Jun 30, 2026	LEGACY PRIVATE TRUST CO.	2.14%	63.65K	3.6M	-22.55K	-26.16%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.64%	48.55K	2.75M	11.66K	+31.61%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.51%	15.18K	859.17K	15.18K	+100.00%
Jun 30, 2026	NBC SECURITIES, INC.	0.47%	13.86K	784.5K	1.42K	+11.44%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.43%	12.72K	720.05K	12.72K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.43%	12.69K	718.15K	-2.16K	-14.53%
Jun 30, 2026	MARINER, LLC	0.3%	8.96K	507K	8.96K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.25%	7.51K	425.32K	-102	-1.34%
Jun 30, 2026	BISON WEALTH, LLC	68.53%	2.03M	115.94M	29.34K	+1.46%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	10.22%	303.4K	17.18M	20.54K	+7.26%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	7.61%	225.93K	12.79M	47.44K	+26.57%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0.01%	400	20.12K	0	0
Mar 31, 2026	BISON WEALTH, LLC	67.55%	2M	114.91M	263.37K	+15.12%
Mar 31, 2026	LPL FINANCIAL LLC	0.47%	13.95K	701.72K	6.76K	+93.98%
Mar 31, 2026		0%	0	-	-10.57K	-100.00%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0%	0	-	-12.89K	-100.00%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0%	0	-	-16.84K	-100.00%
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.26%	7.81K	392.84K	-1.32K	-14.46%
Mar 31, 2026	SKOPOS LABS, INC.	0.28%	8.24K	414.32K	8.24K	+100.00%
Mar 31, 2026	LUMINIST CAPITAL LLC	0.28%	8.35K	420.11K	-474	-5.37%
Mar 31, 2026	REAP FINANCIAL GROUP, LLC	0.34%	9.96K	500.83K	-1.64K	-14.11%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.41%	12.25K	616.18K	0	0
Mar 31, 2026	NBC SECURITIES, INC.	0.42%	12.44K	625.48K	-165	-1.31%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	1.2%	35.61K	1.79M	332	+0.94%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.24%	36.89K	1.86M	-1.03K	-2.72%
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	1.42%	42.04K	2.11M	-1.11K	-2.57%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	9.53%	282.86K	14.23M	33.66K	+13.51%
Mar 31, 2026	IFP ADVISORS, INC	0%	0	-	-1.96K	-100.00%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.24%	7.07K	355.45K	7.07K	+100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.5%	14.84K	746.55K	8.55K	+135.81%
Mar 31, 2026	OASIS ADVISORS, LLC	0%	0	-	-10.57K	-100.00%
Mar 31, 2026	ELEVATION ADVISORY PARTNERS LLC	0.21%	6.16K	335.66K	6.16K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	2.98%	88.42K	4.3M	-1.27K	-1.41%
Mar 31, 2026	SHELTON CAPITAL MANAGEMENT	0.91%	27.13K	1.36M	27.13K	+100.00%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	1.16%	34.45K	1.73M	34.45K	+100.00%
Mar 31, 2026	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	1.18%	35.06K	1.76M	1.96K	+5.91%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	6.01%	178.5K	8.98M	-10.88K	-5.74%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-9.83K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-82	-100.00%
Mar 31, 2026	UBS GROUP AG	0.01%	419	21.08K	238	+131.49%
Mar 31, 2026	MORGAN STANLEY	0.06%	1.8K	90.54K	165	+10.09%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.07%	2.22K	111.62K	0	0
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.13%	3.78K	190.29K	98	+2.66%
Mar 31, 2026	CREATIVE PLANNING	0.14%	4.07K	204.87K	-49	-1.19%
Mar 31, 2026	RIVERFRONT INVESTMENT GROUP, LLC	0.22%	6.58K	330.82K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	2.26%	67.09K	3.38M	387	+0.58%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	2.9%	86.19K	4.34M	1.06K	+1.24%
Mar 31, 2026	NICOLET BANKSHARES INC	0.24%	7.2K	362.16K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.24%	7.21K	362.71K	-2.49K	-25.67%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.26%	7.61K	383.05K	-1.02K	-11.76%
Mar 31, 2026	GTS SECURITIES LLC	0.26%	7.8K	392.49K	3.86K	+98.00%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	1.2%	35.61K	1.73M	229	+0.65%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.45%	13.3K	707.91K	-14.1K	-51.45%
Mar 31, 2026	QTR FAMILY WEALTH, LLC	0.15%	4.56K	244.93K	-593	-11.51%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	8.63K	459.2K	38	+0.44%
Dec 31, 2025	LUMINIST CAPITAL LLC	0.25%	8.83K	469.63K	6.17K	+232.81%
Dec 31, 2025	WATERLOO CAPITAL, L.P.	0.27%	9.13K	485.79K	-321	-3.40%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.28%	9.7K	516.19K	-854	-8.09%
Dec 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.98%	33.11K	1.76M	-1.15K	-3.36%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.04%	35.28K	1.88M	15	+0.04%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	1.04%	35.38K	1.9M	-97	-0.27%
Dec 31, 2025	QTR FAMILY WEALTH, LLC	0.15%	5.15K	277.57K	-3.17K	-38.09%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.18%	249.2K	13.26M	-42.83K	-14.67%
Dec 31, 2025	REAP FINANCIAL GROUP, LLC	0.34%	11.59K	616.85K	-145	-1.24%
Dec 31, 2025	ROYAL BANK OF CANADA	1.92%	66.71K	3.55M	-2.31K	-3.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	5.56%	189.38K	10.08M	-4.49K	-2.31%
Dec 31, 2025	MORGAN STANLEY	0.05%	1.64K	87.01K	85	+5.48%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	9.83K	523.27K	9.83K	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.06%	1.96K	104.03K	-649	-24.92%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.11%	3.69K	196.06K	-131	-3.43%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.09K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-4.82K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	82	4.36K	82	+100.00%
Dec 31, 2025	COMERICA BANK	0%	0	-	-3.76K	-100.00%
Dec 31, 2025	GTS SECURITIES LLC	0.11%	3.94K	209.7K	0	0
Dec 31, 2025	UBS GROUP AG	0.01%	181	9.63K	-470	-72.20%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.27%	43.15K	2.3M	-1.78K	-3.95%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.01%	400	21.28K	0	0
Dec 31, 2025	CREATIVE PLANNING	0.12%	4.12K	219.33K	-183	-4.25%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.49%	16.84K	896.15K	-454	-2.62%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.79%	27.4K	1.46M	-14.15K	-34.05%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.18%	6.29K	334.9K	-3.56K	-36.15%
Dec 31, 2025		0.31%	10.57K	562.59K	10.57K	+100.00%
Dec 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.19%	6.58K	349.96K	-2.98K	-31.15%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.37%	12.89K	685.73K	339	+2.70%
Dec 31, 2025	LPL FINANCIAL LLC	0.21%	7.19K	382.7K	1.77K	+32.67%
Dec 31, 2025	BISON WEALTH, LLC	51.6%	1.74M	87.86M	-250.5K	-12.57%
Dec 31, 2025	NICOLET BANKSHARES INC	0.21%	7.2K	383.11K	2.78K	+62.71%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.12%	37.92K	2.02M	1.97K	+5.48%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	2.52%	85.14K	4.53M	-9.4K	-9.94%
Dec 31, 2025	JPMORGAN CHASE & CO	2.66%	89.68K	4.77M	-3.45K	-3.70%
Dec 31, 2025	NBC SECURITIES, INC.	0.36%	12.6K	670.45K	-836	-6.22%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0%	0	-	-4.94K	-100.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	0	-	-12	-100.00%
Dec 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.07%	2.22K	118.07K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.36%	12.25K	651.82K	12.25K	+100.00%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.38%	13.15K	685.53K	-2.68K	-16.91%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.03%	1.09K	57.24K	1.09K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.03K	-100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.01%	400	20.93K	400	+100.00%
Sep 30, 2025	QTR FAMILY WEALTH, LLC	0.24%	8.32K	435.2K	-2.26K	-21.33%
Sep 30, 2025	LPL FINANCIAL LLC	0.16%	5.42K	283.65K	103	+1.94%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	4.82K	252.39K	4.82K	+100.00%
Sep 30, 2025	NICOLET BANKSHARES INC	0.13%	4.43K	231.52K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	2%	69.02K	3.61M	-3.42K	-4.73%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.11%	3.82K	199.67K	18	+0.47%
Sep 30, 2025	LUMINIST CAPITAL LLC	0.08%	2.65K	139.5K	2.27K	+590.63%
Sep 30, 2025	IFP ADVISORS, INC	0.08%	2.6K	136.24K	-2.56K	-49.56%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.06%	2.22K	116.1K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5.61%	193.86K	10.14M	-7.2K	-3.58%
Sep 30, 2025	LEGACY PRIVATE TRUST CO.	2.74%	94.54K	4.95M	-51.44K	-35.24%
Sep 30, 2025	JPMORGAN CHASE & CO	2.7%	93.13K	4.87M	-4.17K	-4.29%
Sep 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.3%	44.93K	2.35M	-10.59K	-19.08%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.04%	35.95K	1.88M	-1.6K	-4.27%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.2%	41.55K	2.17M	6.7K	+19.23%
Sep 30, 2025	REAP FINANCIAL GROUP, LLC	0.34%	11.74K	614.15K	-89	-0.75%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.29%	9.86K	515.72K	9.86K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.12%	4.31K	225.24K	4.31K	+100.00%
Sep 30, 2025	GTS SECURITIES LLC	0.11%	3.94K	206.19K	3.94K	+100.00%
Sep 30, 2025	BISON WEALTH, LLC	57.68%	1.99M	105.7M	-19.03K	-0.95%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.46%	292.04K	15.28M	-7.55K	-2.52%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.02%	35.26K	1.85M	5.23K	+17.42%
Sep 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.99%	34.26K	1.79M	-100	-0.29%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.31%	10.56K	552.24K	8.07K	+323.90%
Sep 30, 2025	MORGAN STANLEY	0.04%	1.55K	81.1K	-507	-24.65%
Sep 30, 2025	NBC SECURITIES, INC.	0.39%	13.44K	702.97K	-82	-0.61%
Sep 30, 2025	WATERLOO CAPITAL, L.P.	0.27%	9.45K	494.48K	0	0
Sep 30, 2025	HILLTOP HOLDINGS INC.	0.5%	17.3K	904.91K	-401	-2.27%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.36%	12.55K	656.52K	204	+1.65%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.14%	4.94K	258.3K	-136	-2.68%
Sep 30, 2025	COUNTRY TRUST BANK	0%	0	-	-1.36M	-100.00%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	1.03%	35.48K	1.85M	5.38K	+17.87%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	8.59K	447.11K	4	+0.05%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	12	628	12	+100.00%
Sep 30, 2025	UBS GROUP AG	0.02%	651	34.06K	651	+100.00%
Sep 30, 2025	COMERICA BANK	0.11%	3.76K	196.87K	0	0
Sep 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.28%	9.55K	499.76K	3.2K	+50.35%
Jun 30, 2025	QTR FAMILY WEALTH, LLC	0.31%	10.57K	510.79K	-60	-0.56%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-185	-100.00%
Jun 30, 2025	BESSEMER GROUP INC	0%	0	-	-75	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-6.17K	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0.15%	5.16K	249.43K	1.5K	+40.80%
Jun 30, 2025	FIDUCIARY ALLIANCE LLC	0.15%	5.07K	245.08K	-3.32K	-39.56%
Jun 30, 2025	NICOLET BANKSHARES INC	0.13%	4.43K	213.77K	4.43K	+100.00%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.11%	3.8K	183.49K	3.8K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	5.96%	201.06K	9.71M	1.13K	+0.57%
Jun 30, 2025	LEGACY PRIVATE TRUST CO.	4.32%	145.98K	7.05M	-7.73K	-5.03%
Jun 30, 2025	JPMORGAN CHASE & CO	2.88%	97.3K	4.7M	-78	-0.08%
Jun 30, 2025	ROYAL BANK OF CANADA	2.15%	72.44K	3.5M	-3.34K	-4.41%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.11%	37.56K	1.81M	147	+0.39%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.03%	34.85K	1.68M	34.85K	+100.00%
Jun 30, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	1.02%	34.36K	1.66M	-1.48K	-4.13%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.89%	30.1K	1.45M	-2.44K	-7.48%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.89%	30.03K	1.45M	-2.65K	-8.11%
Jun 30, 2025	COMERICA BANK	0.11%	3.76K	181.78K	0	0
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.52%	17.7K	854.97K	3.52K	+24.86%
Jun 30, 2025	WOLVERINE TRADING, LLC	0.47%	15.83K	761.5K	8.3K	+110.35%
Jun 30, 2025	NBC SECURITIES, INC.	0.4%	13.52K	653K	227	+1.71%
Jun 30, 2025		0.01%	384	18.55K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	10.03K	484.31K	3.72K	+59.08%
Jun 30, 2025	WATERLOO CAPITAL, L.P.	0.28%	9.45K	456.58K	-142	-1.48%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	8.59K	414.88K	-19	-0.22%
Jun 30, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.19%	6.35K	306.91K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.16%	5.32K	256.91K	5.32K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-9.17K	-100.00%
Jun 30, 2025	GM ADVISORY GROUP, INC.	0%	0	-	-5.1K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-768	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.5K	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.07%	2.49K	120.29K	0	0
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.07%	2.22K	107.2K	0	0
Jun 30, 2025	COUNTRY TRUST BANK	40.28%	1.36M	65.7M	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.87%	299.59K	14.47M	-9.54K	-3.09%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.37%	12.34K	596.32K	-16.31K	-56.92%
Jun 30, 2025	MORGAN STANLEY	0.06%	2.06K	99.37M	0	0
Jun 30, 2025	BISON WEALTH, LLC	59.57%	2.01M	97.49M	483.7K	+31.67%
Jun 30, 2025	EVOLUTION WEALTH MANAGEMENT INC.	1.64%	55.52K	2.68M	55.52K	+100.00%
Jun 30, 2025	REAP FINANCIAL GROUP, LLC	0.35%	11.83K	571.38K	-536	-4.34%
Jun 30, 2025	LUMINIST CAPITAL LLC	0.01%	384	18.55K	0	0
Mar 31, 2025		0.01%	384	16.88K	0	0
Mar 31, 2025	UBS GROUP AG	0.02%	768	33.63K	768	+100.00%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.04%	1.5K	65.77K	1.5K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.05%	2.06K	90.08K	-250	-10.84%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.06%	2.49K	109.04K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.09%	3.67K	160.58K	3.67K	+100.00%
Mar 31, 2025	COMERICA BANK	0.1%	3.76K	164.78K	0	0
Mar 31, 2025	SANDY SPRING BANK	0.1%	3.78K	165.41K	-1.09K	-22.35%
Mar 31, 2025	GM ADVISORY GROUP, INC.	0.13%	5.1K	223.5K	5.1K	+100.00%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.19%	7.53K	326.95K	7.53K	+100.00%
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.22%	8.39K	367.56K	583	+7.46%
Mar 31, 2025	WATERLOO CAPITAL, L.P.	0.25%	9.59K	420.08K	-484	-4.80%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.37%	14.17K	620.63K	-81	-0.57%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.74%	28.66K	1.25M	-33.57K	-53.95%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.84%	32.54K	1.41M	-406	-1.23%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.84%	32.68K	1.43M	746	+2.34%
Mar 31, 2025	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.93%	35.84K	1.57M	-548	-1.51%
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-5.87K	-100.00%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.97%	37.41K	1.64M	-8.35K	-18.25%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.16%	199.93K	8.75M	-10.97K	-5.20%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.98%	309.13K	13.54M	-3.67K	-1.17%
Mar 31, 2025	COUNTRY TRUST BANK	35.11%	1.36M	59.55M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	6.3K	275.97K	-10.91K	-63.38%
Mar 31, 2025	NBC SECURITIES, INC.	0.34%	13.29K	582	13.28K	+102,138.46%
Mar 31, 2025	GTS SECURITIES LLC	0%	0	-	-26.92K	-100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0%	0	-	-4.96K	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-4.46K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.96%	75.78K	3.32M	-4.05K	-5.07%
Mar 31, 2025	JPMORGAN CHASE & CO	2.51%	97.38K	4.26M	62.91K	+182.49%
Mar 31, 2025	LEGACY PRIVATE TRUST CO.	3.97%	153.71K	6.73M	35.51K	+30.04%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	6.17K	270.14K	-386	-5.89%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.74%	28.66K	1.25M	-33.57K	-53.95%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	8.61K	376.86K	8.08K	+1,533.02%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.24%	9.17K	401.64K	9.17K	+100.00%
Mar 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.06%	2.22K	97.17K	0	0
Mar 31, 2025	RIVERFRONT INVESTMENT GROUP, LLC	0.16%	6.35K	278.2K	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	185	8.1K	185	+100.00%
Mar 31, 2025	BESSEMER GROUP INC	0%	75	3K	75	+100.00%
Mar 31, 2024	BISON WEALTH, LLC	8.17%	249.82K	10.65M	-44.99K	-15.26%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-44	-100.00%
Mar 31, 2024	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	0%	0	-	-152.36K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-335	-100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	55	2.34K	0	0
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.02%	555	23.65K	33	+6.32%
Mar 31, 2024	UBS GROUP AG	0.05%	1.61K	68.73K	1.61K	+100.00%
Mar 31, 2024	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.61%	18.66K	795K	3.19K	+20.59%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.64%	19.57K	833.81K	261	+1.35%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.2%	36.8K	1.57M	2.82K	+8.31%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	1.25%	38.07K	1.44B	3.04K	+8.67%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.64%	57.52K	2.45M	-848	-1.45%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	9.56%	335.23K	14.28M	-3.57K	-1.05%
Mar 31, 2024	MORGAN STANLEY	0.07%	2.31K	98.26K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	2.35%	82.26K	3.51M	-6.66K	-7.49%
Mar 31, 2024	ROYAL BANK OF CANADA	2.66%	93.21K	3.97M	1.28K	+1.39%
Mar 31, 2024	LEGACY PRIVATE TRUST CO.	3.21%	98.21K	4.18M	-107	-0.11%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	7.17%	251.45K	10.71M	-13.87K	-5.23%
Mar 31, 2024	COMERICA BANK	0.11%	3.8K	161.79K	-388	-9.27%
Mar 31, 2024	LPL FINANCIAL LLC	0.15%	5.09K	216.81K	-5.35K	-51.26%
Mar 31, 2024	SANDY SPRING BANK	0.16%	5.03K	214.14K	-503	-9.10%
Mar 31, 2024	CREATIVE PLANNING	0.16%	5.78K	246.42K	5.78K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.18%	6.19K	263.68K	-8.18K	-56.94%
Mar 31, 2024	WATERLOO CAPITAL, L.P.	0.41%	12.59K	536.6K	-207	-1.62%
Mar 31, 2024	NBC SECURITIES, INC.	0.54%	16.56K	715K	2.38K	+16.77%
Mar 31, 2024	GTS SECURITIES LLC	1.01%	30.75K	1.31M	-9.33K	-23.28%
Mar 31, 2024	COUNTRY TRUST BANK	44.48%	1.36M	57.95M	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	7.08%	265.32K	9.99M	-16.8K	-5.95%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	9.04%	338.79K	12.76M	-12.71K	-3.62%
Dec 31, 2023	COUNTRY TRUST BANK	36.3%	1.36M	51.2M	-1.02M	-42.85%
Dec 31, 2023		0%	44	1.67K	44	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	55	2.07K	-300	-84.51%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	335	12.61K	-2.67K	-88.83%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	522	19.66M	-55	-9.53%
Dec 31, 2023	MORGAN STANLEY	0.06%	2.31K	86.83K	-108	-4.47%
Dec 31, 2023	COMERICA BANK	0.11%	4.19K	157.57K	75	+1.82%
Dec 31, 2023	SANDY SPRING BANK	0.15%	5.53K	208.16K	21	+0.38%
Dec 31, 2023	LPL FINANCIAL LLC	0.28%	10.44K	393.1K	1.42K	+15.74%
Dec 31, 2023	WATERLOO CAPITAL, L.P.	0.34%	12.8K	481.96K	-88	-0.68%
Dec 31, 2023	NBC SECURITIES, INC.	0.38%	14.18K	533K	-704	-4.73%
Dec 31, 2023	JANE STREET GROUP, LLC	0.38%	14.37K	541.12K	14.37K	+100.00%
Dec 31, 2023	JOHNSON & WHITE WEALTH MANAGEMENT, LLC	0.41%	15.47K	583K	162	+1.06%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.52%	19.31K	726.97K	12.42K	+180.18%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.91%	33.97K	1.28M	-6	-0.02%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.56%	58.37K	2.2M	-390	-0.66%
Dec 31, 2023	JPMORGAN CHASE & CO	2.37%	88.92K	3.35M	12.14K	+15.81%
Dec 31, 2023	ROYAL BANK OF CANADA	2.45%	91.93K	3.46M	-6.64K	-6.74%
Dec 31, 2023	LEGACY PRIVATE TRUST CO.	2.62%	98.32K	3.7M	-5.6K	-5.39%
Dec 31, 2023	ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	4.07%	152.36K	5.74M	152.36K	+100.00%
Dec 31, 2023	BISON WEALTH, LLC	7.87%	294.81K	11.1M	-34.81K	-10.56%

Frequently Asked Questions