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

Who are the major shareholders selling Invesco PureBeta 0-5 Yr US TIPS ETF stock?

CITADEL ADVISORS LLC, in the last quarter, reduced its stake in PBTP by -100% restricting it's holding to 0 shares of worth nearly -. CREATIVE FINANCIAL DESIGNS INC /ADV also lessened -100% of the PBTP shares from its portfolio, reducing its holding to 0 shares of worth -. UBS GROUP AG also shunned PBTP shares holding by -87.39% last quarter which brought its holding to 161 shares worth $4.13K.

Investors who are buying PBTP stock?

As per its latest 13F filing, MML INVESTORS SERVICES, LLC increased its stake in PBTP by 25.71% in the last quarter. The institutional holder raised its holding to 18.63 thousand shares having worth more than $477.87K. also added 100% more shares of PBTP to its portfolio, raising its holding to 2.65 thousand shares of worth $67.97K. BETO FINANCIAL GROUP, LLC also increased its PBTP shares holding by 100% which brought its holding to 10.71 thousand shares worth $274.96K.

PBTP's major insiders: who are they?

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

Did an insider recently sell PBTP stock?

Company executives, directors, and other insiders own N/A percent of Invesco PureBeta 0-5 Yr US TIPS ETF's stock. Within the last six months, there have been 0 transaction(s) in which PBTP insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PBTP stock?

There have been 0 transaction(s) during the past 6-months in which Invesco PureBeta 0-5 Yr US TIPS ETF insiders have bought stock, totalling 0 shares

How much of PBTP does insiders own?

Around 0 Invesco PureBeta 0-5 Yr US TIPS ETF shares are held by insiders, which represents about N/A of PBTP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PBTP?

MML INVESTORS SERVICES, LLC is the largest institutional owner in PBTP which holds 18.63 thousand shares worth $477.87K or 0.7% of the total PBTP shares outstanding followed by CITADEL ADVISORS LLC with ownership of 0 shares representing 0% of the PBTP ownership. is the third largest stakeholder with 2.65 thousand shares or 0.1% of the ownership worth more than $67.97K.

Is Invesco PureBeta 0-5 Yr US TIPS 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 PBTP is concerned, it is a stock which is not optionable.

Is there a short position on PBTP's shares?

Number of PBTP 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 PBTP shares are there?

As of today, null shares of PBTP are outstanding.

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

PBTP 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 PBTP is null.

Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) 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. MML INVESTORS SERVICES, LLC is the top corporate investor, holding 18.63K shares valued at $477.87K. A 0.7% stake in Invesco PureBeta 0-5 Yr US TIPS ETF is owned by the company. CITADEL ADVISORS LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.7%	18.63K	477.87K	3.81K	+25.71%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-29.52K	-100.00%
Jun 30, 2026		0.1%	2.65K	67.97K	2.65K	+100.00%
Jun 30, 2026	BETO FINANCIAL GROUP, LLC	0.4%	10.71K	274.96K	10.71K	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-47.22K	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	1	18	1	+100.00%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Jun 30, 2026	MORGAN STANLEY	0%	1	38	0	0
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0%	10	257	10	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	106	2.72K	53	+100.00%
Jun 30, 2026	UBS GROUP AG	0.01%	161	4.13K	-1.12K	-87.39%
Jun 30, 2026	PRIVATE TRUST CO NA	0.02%	400	10.26K	150	+60.00%
Jun 30, 2026	BLACKROCK, INC.	0.05%	1.28K	32.92K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	1.59K	41K	-32	-1.97%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.84%	22.33K	573K	1.18K	+5.57%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.87%	23.12K	593.17K	-1.17K	-4.82%
Jun 30, 2026	TRILOGY CAPITAL INC.	1.26%	33.39K	856.6K	-115	-0.34%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.34%	35.69K	915.55K	-25.17K	-41.36%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.74%	46.38K	1.19M	1.71K	+3.83%
Jun 30, 2026	KELLY FINANCIAL SERVICES LLC	1.9%	50.62K	1.3M	12.07K	+31.30%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.1%	55.82K	1.43M	5.13K	+10.12%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.21%	58.73K	1.51M	12.71K	+27.63%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	2.98%	79.4K	2.04M	-11.94K	-13.07%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	7.06%	187.91K	4.82M	5.93K	+3.26%
Jun 30, 2026	TIDEMARK, LLC	10.23%	272.1K	6.98M	113.77K	+71.85%
Jun 30, 2026	LPL FINANCIAL LLC	32.27%	858.61K	22.03M	79.84K	+10.25%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.94%	25.1K	643.94K	-4.5K	-15.20%
Jun 30, 2026	HIGHLAND INVESTMENT ADVISORS LLC	0.1%	2.65K	67.97K	2.65K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.35%	9.36K	240.16K	9.36K	+100.00%
Jun 30, 2026	CENTERPOINT ADVISORY GROUP	0.43%	11.54K	295.96K	-220	-1.87%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.73%	19.29K	494.99K	19.29K	+100.00%
Jun 30, 2026	DESTINY CAPITAL CORP/CO	0.3%	7.89K	202.37K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.8%	21.16K	553.2K	5.53K	+35.40%
Mar 31, 2026	ROYAL BANK OF CANADA	0.06%	1.63K	43K	-93	-5.41%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-27.41K	-100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.84%	181.97K	4.76M	6.16K	+3.50%
Mar 31, 2026	TIDEMARK, LLC	5.95%	158.33K	4.14M	-51.89K	-24.68%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	3.43%	91.34K	2.39M	11.57K	+14.50%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.29%	60.85K	1.59M	-34	-0.06%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.68%	44.67K	1.17M	1.01K	+2.32%
Mar 31, 2026	TRILOGY CAPITAL INC.	1.26%	33.5K	876.13K	3.06K	+10.04%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.11%	29.6K	774.04K	3.5K	+13.41%
Mar 31, 2026	MORGAN STANLEY	0%	1	37	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-19.35K	-100.00%
Mar 31, 2026	LPL FINANCIAL LLC	29.27%	778.77K	20.36M	-13.38K	-1.69%
Mar 31, 2026	CITADEL ADVISORS LLC	1.11%	29.52K	771.9K	18.93K	+178.81%
Mar 31, 2026	DESTINY CAPITAL CORP/CO	0.3%	7.89K	206.27K	0	0
Mar 31, 2026	KELLY FINANCIAL SERVICES LLC	1.45%	38.55K	1.01M	3.01K	+8.48%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	1.78%	47.22K	1.23M	1.73K	+3.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.73%	46.02K	1.2M	-1.86K	-3.89%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.91%	24.29K	635.19K	1.85K	+8.24%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.56%	14.82K	387.47K	1.3K	+9.61%
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.44%	11.76K	307.42K	-1.69K	-12.56%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0%	53	1.39K	0	0
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0%	0	-	-14.68K	-100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	250	6.54K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.62K	-100.00%
Mar 31, 2026	BLACKROCK, INC.	0.05%	1.28K	33.55K	-201	-13.54%
Mar 31, 2026	UBS GROUP AG	0.05%	1.28K	33.39K	1.28K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.91%	50.69K	1.33M	-42.53K	-45.62%
Mar 31, 2026		0%	0	-	-142	-100.00%
Dec 31, 2025		0.01%	142	3.68K	142	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.35%	60.89K	1.58M	20.95K	+52.47%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	3.07%	79.77K	2.07M	873	+1.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.8%	175.81K	4.56M	-22.63K	-11.40%
Dec 31, 2025	TIDEMARK, LLC	8.13%	210.22K	5.45M	12.31K	+6.22%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	250	6.48K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.06%	1.48K	38.46K	0	0
Dec 31, 2025	KELLY FINANCIAL SERVICES LLC	1.37%	35.54K	920.97K	-161.02K	-81.92%
Dec 31, 2025	COMERICA BANK	0.01%	180	4.67K	180	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.37K	53	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	33	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.76%	45.49K	1.18M	-319	-0.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.85%	47.88K	1.24M	269	+0.57%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.6%	93.22K	2.42M	4.92K	+5.58%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	43.65K	1.13M	441	+1.02%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.01%	26.1K	676.38K	-10.7K	-29.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	15.62K	404.95K	-11.05K	-41.42%
Dec 31, 2025	CITADEL ADVISORS LLC	0.41%	10.59K	274.36K	-565	-5.07%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	18	1	+100.00%
Dec 31, 2025	MARINER, LLC	0%	0	-	-29.88K	-100.00%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0%	0	-	-28.46K	-100.00%
Dec 31, 2025	TRILOGY CAPITAL INC.	1.17%	30.45K	789.01K	246	+0.81%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.06%	27.41K	710.38K	27.41K	+100.00%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.87%	22.44K	581.56K	868	+4.02%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.75%	19.35K	501K	-61.49K	-76.06%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.56%	14.68K	380.43K	14.68K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.52%	13.52K	350.33K	1.15K	+9.32%
Dec 31, 2025	CENTERPOINT ADVISORY GROUP	0.52%	13.44K	348.4K	-2.36K	-14.92%
Dec 31, 2025	DESTINY CAPITAL CORP/CO	0.3%	7.89K	204.42K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	1.72K	44K	90	+5.52%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	1.62K	41.85K	1.62K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	30.62%	792.15K	20.53M	4.57K	+0.58%
Sep 30, 2025	KELLY FINANCIAL SERVICES LLC	6.8%	196.56K	5.14M	17.2K	+9.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	26.67K	702.39K	3.89K	+17.09%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.75%	21.57K	563.8K	175	+0.82%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-53	-100.00%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	2.73%	78.9K	2.06M	655	+0.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.65%	47.61K	1.24M	3.46K	+7.85%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.58%	45.81K	1.2M	-1.93K	-4.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	43.21K	1.13M	2.54K	+6.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.38%	39.93K	1.04M	485	+1.23%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.27%	36.8K	961.77K	-15.3K	-29.37%
Sep 30, 2025	TRILOGY CAPITAL INC.	1.04%	30.2K	789.27K	-596	-1.94%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.98%	28.46K	743.8K	-212	-0.74%
Sep 30, 2025	FLOW TRADERS U.S. LLC	2.8%	80.84K	2.11M	-8.85K	-9.86%
Sep 30, 2025	LPL FINANCIAL LLC	27.24%	787.57K	20.58M	128.03K	+19.41%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.86%	198.45K	5.19M	5.1K	+2.64%
Sep 30, 2025	TIDEMARK, LLC	6.85%	197.91K	5.17M	22.58K	+12.88%
Sep 30, 2025	CENTERPOINT ADVISORY GROUP	0.55%	15.8K	412.98K	-99	-0.62%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.43%	12.37K	323.17K	2.78K	+28.93%
Sep 30, 2025	CITADEL ADVISORS LLC	0.39%	11.15K	291.46K	11.15K	+100.00%
Sep 30, 2025	DESTINY CAPITAL CORP/CO	0.27%	7.89K	206.15K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	1.63K	42K	186	+12.89%
Sep 30, 2025	BLACKROCK, INC.	0.05%	1.48K	38.78K	-1.19K	-44.52%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	250	6.53K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-12.35K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.21K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.05%	88.3K	2.31M	-14.85K	-14.39%
Sep 30, 2025	MARINER, LLC	1.03%	29.88K	780.89K	809	+2.78%
Sep 30, 2025	MORGAN STANLEY	0%	1	26	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-2	-100.00%
Sep 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-11.27K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	9.21K	239.12K	9.21K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.77%	21.4K	555.38K	4.09K	+23.65%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.44%	12.35K	320.54K	-561	-4.35%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.4%	11.27K	292.38K	11.27K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.34%	9.59K	249K	9.59K	+100.00%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	2.81%	78.24K	2.03M	2.12K	+2.78%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	1.87%	52.1K	1.35M	-3K	-5.44%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.71%	47.74K	1.24M	47.74K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.1%	2.68K	69.43K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	1.44K	37K	1.35K	+1,451.61%
Jun 30, 2025	LPL FINANCIAL LLC	23.67%	659.54K	17.12M	152.33K	+30.03%
Jun 30, 2025	CENTERPOINT ADVISORY GROUP	0.57%	15.9K	412.72K	-114	-0.71%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.42%	39.45K	1.02M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	40.67K	1.06M	-260	-0.64%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-9.61K	-100.00%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0%	0	-	-8.22K	-100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-11.27K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-91	-100.00%
Jun 30, 2025	DESTINY CAPITAL CORP/CO	0.28%	7.89K	204.73K	-151	-1.88%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.58%	44.14K	1.15M	8.23K	+22.91%
Jun 30, 2025	TIDEMARK, LLC	6.29%	175.33K	4.55M	97.49K	+125.25%
Jun 30, 2025	KELLY FINANCIAL SERVICES LLC	6.44%	179.35K	4.66M	149.35K	+497.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	22.78K	590.96K	402	+1.80%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.94%	193.35K	5.02M	42.67K	+28.31%
Jun 30, 2025	MARINER, LLC	1.04%	29.07K	754.52K	29.07K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.7%	103.15K	2.68M	66	+0.06%
Jun 30, 2025	FLOW TRADERS U.S. LLC	3.22%	89.69K	2.33M	-41.46K	-31.61%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.06K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-9.61K	-100.00%
Jun 30, 2025	TRILOGY CAPITAL INC.	1.11%	30.8K	799.31K	-8.72K	-22.07%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	1.03%	28.67K	744.18K	28.67K	+100.00%
Jun 30, 2025		0.57%	15.9K	412.72K	-114	-0.71%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.43%	12.08K	313.64K	-384	-3.08%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	250	6.49K	250	+100.00%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.38K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	39	1	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	1	31	1	+100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Jun 30, 2025	FMR LLC	0%	1	26	1	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-11.43K	-100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-1.99K	-100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	6.11%	131.15K	3.41M	-37.56K	-22.26%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-825	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.84%	39.45K	1.02M	30.77K	+354.69%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	3.55%	76.12K	1.98M	2.11K	+2.85%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-15.75K	-100.00%
Mar 31, 2025	LPL FINANCIAL LLC	23.65%	507.21K	13.17M	-55.07K	-9.79%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	7.03%	150.69K	3.91M	2.4K	+1.62%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	9.61K	249.5K	1.05K	+12.21%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.38%	8.22K	213.36K	8.22K	+100.00%
Mar 31, 2025	DESTINY CAPITAL CORP/CO	0.37%	8.04K	208.71K	-471	-5.53%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.05%	1.06K	27.52K	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	91	2.36K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.53%	11.43K	296.85K	11.43K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.12%	2.68K	69.45K	2.68K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3	-100.00%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	2.57%	55.1K	1.43M	-4.8K	-8.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.91%	40.93K	1.06M	2.61K	+6.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.67%	35.91K	932.41K	35.91K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	22.37K	580.76K	-213	-0.94%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.6%	12.91K	335.21K	-775	-5.66%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.38K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	93	2K	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.81%	17.31K	449.27K	-2K	-10.37%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.58%	12.47K	323.69K	-1.61K	-11.41%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.53%	11.27K	292.21K	11.27K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.45%	9.61K	249.5K	1.05K	+12.21%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	14	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-1K	-100.00%
Mar 31, 2025		0.75%	16.02K	415.8K	-221	-1.36%
Mar 31, 2025	KELLY FINANCIAL SERVICES LLC	1.4%	30.01K	779.03K	30.01K	+100.00%
Mar 31, 2025	TRILOGY CAPITAL INC.	1.84%	39.52K	1.03M	-131.99K	-76.96%
Mar 31, 2025	TIDEMARK, LLC	3.63%	77.84K	2.02M	4.2K	+5.70%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.81%	103.08K	2.68M	70.68K	+218.14%

Frequently Asked Questions

Stock Outstanding Shares

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

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.7%	18.63K	477.87K	3.81K	+25.71%
Jun 30, 2026	CITADEL ADVISORS LLC	0%	0	-	-29.52K	-100.00%
Jun 30, 2026		0.1%	2.65K	67.97K	2.65K	+100.00%
Jun 30, 2026	BETO FINANCIAL GROUP, LLC	0.4%	10.71K	274.96K	10.71K	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-47.22K	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	1	18	1	+100.00%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Jun 30, 2026	MORGAN STANLEY	0%	1	38	0	0
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0%	10	257	10	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0%	106	2.72K	53	+100.00%
Jun 30, 2026	UBS GROUP AG	0.01%	161	4.13K	-1.12K	-87.39%
Jun 30, 2026	PRIVATE TRUST CO NA	0.02%	400	10.26K	150	+60.00%
Jun 30, 2026	BLACKROCK, INC.	0.05%	1.28K	32.92K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.06%	1.59K	41K	-32	-1.97%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.84%	22.33K	573K	1.18K	+5.57%
Jun 30, 2026	ARKADIOS WEALTH ADVISORS	0.87%	23.12K	593.17K	-1.17K	-4.82%
Jun 30, 2026	TRILOGY CAPITAL INC.	1.26%	33.39K	856.6K	-115	-0.34%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	1.34%	35.69K	915.55K	-25.17K	-41.36%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.74%	46.38K	1.19M	1.71K	+3.83%
Jun 30, 2026	KELLY FINANCIAL SERVICES LLC	1.9%	50.62K	1.3M	12.07K	+31.30%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.1%	55.82K	1.43M	5.13K	+10.12%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	2.21%	58.73K	1.51M	12.71K	+27.63%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	2.98%	79.4K	2.04M	-11.94K	-13.07%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	7.06%	187.91K	4.82M	5.93K	+3.26%
Jun 30, 2026	TIDEMARK, LLC	10.23%	272.1K	6.98M	113.77K	+71.85%
Jun 30, 2026	LPL FINANCIAL LLC	32.27%	858.61K	22.03M	79.84K	+10.25%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.94%	25.1K	643.94K	-4.5K	-15.20%
Jun 30, 2026	HIGHLAND INVESTMENT ADVISORS LLC	0.1%	2.65K	67.97K	2.65K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.35%	9.36K	240.16K	9.36K	+100.00%
Jun 30, 2026	CENTERPOINT ADVISORY GROUP	0.43%	11.54K	295.96K	-220	-1.87%
Jun 30, 2026	HOBART PRIVATE CAPITAL, LLC	0.73%	19.29K	494.99K	19.29K	+100.00%
Jun 30, 2026	DESTINY CAPITAL CORP/CO	0.3%	7.89K	202.37K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.8%	21.16K	553.2K	5.53K	+35.40%
Mar 31, 2026	ROYAL BANK OF CANADA	0.06%	1.63K	43K	-93	-5.41%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-27.41K	-100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	6.84%	181.97K	4.76M	6.16K	+3.50%
Mar 31, 2026	TIDEMARK, LLC	5.95%	158.33K	4.14M	-51.89K	-24.68%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	3.43%	91.34K	2.39M	11.57K	+14.50%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.29%	60.85K	1.59M	-34	-0.06%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.68%	44.67K	1.17M	1.01K	+2.32%
Mar 31, 2026	TRILOGY CAPITAL INC.	1.26%	33.5K	876.13K	3.06K	+10.04%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	1.11%	29.6K	774.04K	3.5K	+13.41%
Mar 31, 2026	MORGAN STANLEY	0%	1	37	0	0
Mar 31, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-19.35K	-100.00%
Mar 31, 2026	LPL FINANCIAL LLC	29.27%	778.77K	20.36M	-13.38K	-1.69%
Mar 31, 2026	CITADEL ADVISORS LLC	1.11%	29.52K	771.9K	18.93K	+178.81%
Mar 31, 2026	DESTINY CAPITAL CORP/CO	0.3%	7.89K	206.27K	0	0
Mar 31, 2026	KELLY FINANCIAL SERVICES LLC	1.45%	38.55K	1.01M	3.01K	+8.48%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	1.78%	47.22K	1.23M	1.73K	+3.80%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.73%	46.02K	1.2M	-1.86K	-3.89%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.91%	24.29K	635.19K	1.85K	+8.24%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.56%	14.82K	387.47K	1.3K	+9.61%
Mar 31, 2026	CENTERPOINT ADVISORY GROUP	0.44%	11.76K	307.42K	-1.69K	-12.56%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0%	53	1.39K	0	0
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0%	0	-	-14.68K	-100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	250	6.54K	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.62K	-100.00%
Mar 31, 2026	BLACKROCK, INC.	0.05%	1.28K	33.55K	-201	-13.54%
Mar 31, 2026	UBS GROUP AG	0.05%	1.28K	33.39K	1.28K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.91%	50.69K	1.33M	-42.53K	-45.62%
Mar 31, 2026		0%	0	-	-142	-100.00%
Dec 31, 2025		0.01%	142	3.68K	142	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.35%	60.89K	1.58M	20.95K	+52.47%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	3.07%	79.77K	2.07M	873	+1.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.8%	175.81K	4.56M	-22.63K	-11.40%
Dec 31, 2025	TIDEMARK, LLC	8.13%	210.22K	5.45M	12.31K	+6.22%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	250	6.48K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.06%	1.48K	38.46K	0	0
Dec 31, 2025	KELLY FINANCIAL SERVICES LLC	1.37%	35.54K	920.97K	-161.02K	-81.92%
Dec 31, 2025	COMERICA BANK	0.01%	180	4.67K	180	+100.00%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.37K	53	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	1	33	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.76%	45.49K	1.18M	-319	-0.70%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.85%	47.88K	1.24M	269	+0.57%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.6%	93.22K	2.42M	4.92K	+5.58%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	43.65K	1.13M	441	+1.02%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	1.01%	26.1K	676.38K	-10.7K	-29.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.6%	15.62K	404.95K	-11.05K	-41.42%
Dec 31, 2025	CITADEL ADVISORS LLC	0.41%	10.59K	274.36K	-565	-5.07%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	18	1	+100.00%
Dec 31, 2025	MARINER, LLC	0%	0	-	-29.88K	-100.00%
Dec 31, 2025	HOBART PRIVATE CAPITAL, LLC	0%	0	-	-28.46K	-100.00%
Dec 31, 2025	TRILOGY CAPITAL INC.	1.17%	30.45K	789.01K	246	+0.81%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.06%	27.41K	710.38K	27.41K	+100.00%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.87%	22.44K	581.56K	868	+4.02%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.75%	19.35K	501K	-61.49K	-76.06%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.56%	14.68K	380.43K	14.68K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.52%	13.52K	350.33K	1.15K	+9.32%
Dec 31, 2025	CENTERPOINT ADVISORY GROUP	0.52%	13.44K	348.4K	-2.36K	-14.92%
Dec 31, 2025	DESTINY CAPITAL CORP/CO	0.3%	7.89K	204.42K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.07%	1.72K	44K	90	+5.52%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	1.62K	41.85K	1.62K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	30.62%	792.15K	20.53M	4.57K	+0.58%
Sep 30, 2025	KELLY FINANCIAL SERVICES LLC	6.8%	196.56K	5.14M	17.2K	+9.59%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.92%	26.67K	702.39K	3.89K	+17.09%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.75%	21.57K	563.8K	175	+0.82%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-53	-100.00%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	2.73%	78.9K	2.06M	655	+0.84%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.65%	47.61K	1.24M	3.46K	+7.85%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.58%	45.81K	1.2M	-1.93K	-4.04%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.49%	43.21K	1.13M	2.54K	+6.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.38%	39.93K	1.04M	485	+1.23%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	1.27%	36.8K	961.77K	-15.3K	-29.37%
Sep 30, 2025	TRILOGY CAPITAL INC.	1.04%	30.2K	789.27K	-596	-1.94%
Sep 30, 2025	HOBART PRIVATE CAPITAL, LLC	0.98%	28.46K	743.8K	-212	-0.74%
Sep 30, 2025	FLOW TRADERS U.S. LLC	2.8%	80.84K	2.11M	-8.85K	-9.86%
Sep 30, 2025	LPL FINANCIAL LLC	27.24%	787.57K	20.58M	128.03K	+19.41%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.86%	198.45K	5.19M	5.1K	+2.64%
Sep 30, 2025	TIDEMARK, LLC	6.85%	197.91K	5.17M	22.58K	+12.88%
Sep 30, 2025	CENTERPOINT ADVISORY GROUP	0.55%	15.8K	412.98K	-99	-0.62%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.43%	12.37K	323.17K	2.78K	+28.93%
Sep 30, 2025	CITADEL ADVISORS LLC	0.39%	11.15K	291.46K	11.15K	+100.00%
Sep 30, 2025	DESTINY CAPITAL CORP/CO	0.27%	7.89K	206.15K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	1.63K	42K	186	+12.89%
Sep 30, 2025	BLACKROCK, INC.	0.05%	1.48K	38.78K	-1.19K	-44.52%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	250	6.53K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Sep 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0%	0	-	-12.35K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.21K	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.05%	88.3K	2.31M	-14.85K	-14.39%
Sep 30, 2025	MARINER, LLC	1.03%	29.88K	780.89K	809	+2.78%
Sep 30, 2025	MORGAN STANLEY	0%	1	26	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-2	-100.00%
Sep 30, 2025	FMR LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-11.27K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.33%	9.21K	239.12K	9.21K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.77%	21.4K	555.38K	4.09K	+23.65%
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.44%	12.35K	320.54K	-561	-4.35%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.4%	11.27K	292.38K	11.27K	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.34%	9.59K	249K	9.59K	+100.00%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	2.81%	78.24K	2.03M	2.12K	+2.78%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	1.87%	52.1K	1.35M	-3K	-5.44%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	1.71%	47.74K	1.24M	47.74K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.1%	2.68K	69.43K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	1.44K	37K	1.35K	+1,451.61%
Jun 30, 2025	LPL FINANCIAL LLC	23.67%	659.54K	17.12M	152.33K	+30.03%
Jun 30, 2025	CENTERPOINT ADVISORY GROUP	0.57%	15.9K	412.72K	-114	-0.71%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.42%	39.45K	1.02M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	40.67K	1.06M	-260	-0.64%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-9.61K	-100.00%
Jun 30, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0%	0	-	-8.22K	-100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0%	0	-	-11.27K	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	0	-	-91	-100.00%
Jun 30, 2025	DESTINY CAPITAL CORP/CO	0.28%	7.89K	204.73K	-151	-1.88%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.58%	44.14K	1.15M	8.23K	+22.91%
Jun 30, 2025	TIDEMARK, LLC	6.29%	175.33K	4.55M	97.49K	+125.25%
Jun 30, 2025	KELLY FINANCIAL SERVICES LLC	6.44%	179.35K	4.66M	149.35K	+497.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	22.78K	590.96K	402	+1.80%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	6.94%	193.35K	5.02M	42.67K	+28.31%
Jun 30, 2025	MARINER, LLC	1.04%	29.07K	754.52K	29.07K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.7%	103.15K	2.68M	66	+0.06%
Jun 30, 2025	FLOW TRADERS U.S. LLC	3.22%	89.69K	2.33M	-41.46K	-31.61%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	0	-	-1.06K	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-9.61K	-100.00%
Jun 30, 2025	TRILOGY CAPITAL INC.	1.11%	30.8K	799.31K	-8.72K	-22.07%
Jun 30, 2025	HOBART PRIVATE CAPITAL, LLC	1.03%	28.67K	744.18K	28.67K	+100.00%
Jun 30, 2025		0.57%	15.9K	412.72K	-114	-0.71%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.43%	12.08K	313.64K	-384	-3.08%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	250	6.49K	250	+100.00%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.38K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	2	39	1	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	1	31	1	+100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Jun 30, 2025	FMR LLC	0%	1	26	1	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-11.43K	-100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-1.99K	-100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	6.11%	131.15K	3.41M	-37.56K	-22.26%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-825	-100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.84%	39.45K	1.02M	30.77K	+354.69%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	3.55%	76.12K	1.98M	2.11K	+2.85%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-15.75K	-100.00%
Mar 31, 2025	LPL FINANCIAL LLC	23.65%	507.21K	13.17M	-55.07K	-9.79%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	7.03%	150.69K	3.91M	2.4K	+1.62%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.45%	9.61K	249.5K	1.05K	+12.21%
Mar 31, 2025	WALKNER CONDON FINANCIAL ADVISORS LLC	0.38%	8.22K	213.36K	8.22K	+100.00%
Mar 31, 2025	DESTINY CAPITAL CORP/CO	0.37%	8.04K	208.71K	-471	-5.53%
Mar 31, 2025	CORECAP ADVISORS, LLC	0.05%	1.06K	27.52K	0	0
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	91	2.36K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.53%	11.43K	296.85K	11.43K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.12%	2.68K	69.45K	2.68K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0%	0	-	-3	-100.00%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	2.57%	55.1K	1.43M	-4.8K	-8.01%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.91%	40.93K	1.06M	2.61K	+6.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.67%	35.91K	932.41K	35.91K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.04%	22.37K	580.76K	-213	-0.94%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.6%	12.91K	335.21K	-775	-5.66%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	1.38K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	93	2K	0	0
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.81%	17.31K	449.27K	-2K	-10.37%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.58%	12.47K	323.69K	-1.61K	-11.41%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.53%	11.27K	292.21K	11.27K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.45%	9.61K	249.5K	1.05K	+12.21%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	26	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	14	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-1K	-100.00%
Mar 31, 2025		0.75%	16.02K	415.8K	-221	-1.36%
Mar 31, 2025	KELLY FINANCIAL SERVICES LLC	1.4%	30.01K	779.03K	30.01K	+100.00%
Mar 31, 2025	TRILOGY CAPITAL INC.	1.84%	39.52K	1.03M	-131.99K	-76.96%
Mar 31, 2025	TIDEMARK, LLC	3.63%	77.84K	2.02M	4.2K	+5.70%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.81%	103.08K	2.68M	70.68K	+218.14%

PBTP Stock Ownership Breakdown

Invesco 0-5 Yr US TIPS ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions