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

Who are the major shareholders selling Invesco CEF Income Composite ETF stock?

NEWEDGE ADVISORS, LLC, in the last quarter, reduced its stake in PCEF by -7.31% restricting it's holding to 39.43 thousand shares of worth nearly $800.80K. KESTRA ADVISORY SERVICES, LLC also lessened -4.03% of the PCEF shares from its portfolio, reducing its holding to 33.09 thousand shares of worth $672.03K. TRUIST FINANCIAL CORP also shunned PCEF shares holding by -11.86% last quarter which brought its holding to 30.19 thousand shares worth $613.12K.

Investors who are buying PCEF stock?

As per its latest 13F filing, SYKON CAPITAL LLC increased its stake in PCEF by 100% in the last quarter. The institutional holder raised its holding to 367.77 thousand shares having worth more than $7.47M. MARINER, LLC also added 29.43% more shares of PCEF to its portfolio, raising its holding to 129 thousand shares of worth $2.62M. ENVESTNET ASSET MANAGEMENT INC also increased its PCEF shares holding by 3.7% which brought its holding to 2.27 million shares worth $46.05M.

PCEF's major insiders: who are they?

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

Did an insider recently sell PCEF stock?

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

Which insider recently purchased PCEF stock?

There have been 0 transaction(s) during the past 6-months in which Invesco CEF Income Composite ETF insiders have bought stock, totalling 0 shares

How much of PCEF does insiders own?

Around 0 Invesco CEF Income Composite ETF shares are held by insiders, which represents about N/A of PCEF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PCEF?

NEWEDGE ADVISORS, LLC is the largest institutional owner in PCEF which holds 39.43 thousand shares worth $800.80K or 0.09% of the total PCEF shares outstanding followed by KESTRA ADVISORY SERVICES, LLC with ownership of 33.09 thousand shares representing 0.08% of the PCEF ownership. TRUIST FINANCIAL CORP is the third largest stakeholder with 30.19 thousand shares or 0.07% of the ownership worth more than $613.12K.

Is Invesco CEF Income Composite 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 PCEF is concerned, it is a stock which is optionable.

Is there a short position on PCEF's shares?

Number of PCEF 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 PCEF shares are there?

As of today, null shares of PCEF are outstanding.

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

PCEF 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 PCEF is null.

Invesco CEF Income Composite ETF (PCEF) 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. NEWEDGE ADVISORS, LLC is the top corporate investor, holding 39.43K shares valued at $800.80K. A 0.09% stake in Invesco CEF Income Composite ETF is owned by the company. KESTRA ADVISORY SERVICES, LLC owns 33.09K shares valued at $672.03K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.09%	39.43K	800.8K	-3.11K	-7.31%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	33.09K	672.03K	-1.39K	-4.03%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.07%	30.19K	613.12K	-4.06K	-11.86%
Jun 30, 2026	SYKON CAPITAL LLC	0.88%	367.77K	7.47M	367.77K	+100.00%
Jun 30, 2026	MARINER, LLC	0.31%	129K	2.62M	29.33K	+29.43%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	363.93K	7.39M	-47.99K	-11.65%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	5.45%	2.27M	46.05M	80.97K	+3.70%
Jun 30, 2026	MORGAN STANLEY	6.27%	2.61M	53.05M	82K	+3.24%
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	3.51%	1.46M	29.69M	317.69K	+27.77%
Jun 30, 2026	ROYAL BANK OF CANADA	7.46%	3.11M	63.11M	125.69K	+4.22%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.11%	462.12K	9.39M	-28.58K	-5.82%
Jun 30, 2026	BUSKA WEALTH MANAGEMENT, LLC	0.04%	17.81K	361.69K	-1.89K	-9.60%
Jun 30, 2026	BECK BODE, LLC	0.04%	18.23K	370.21K	-58	-0.32%
Jun 30, 2026	FIFTH THIRD BANCORP	0.05%	18.42K	374.09K	-2.78K	-13.10%
Jun 30, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.05%	18.67K	379.17K	0	0
Jun 30, 2026	NWF ADVISORY SERVICES INC.	0.05%	19.31K	392.09K	-1K	-4.92%
Jun 30, 2026	CREATIVE PLANNING	0.05%	19.43K	394.6K	-11.34K	-36.85%
Jun 30, 2026	ODONNELL FINANCIAL SERVICES, LLC	0.05%	20.4K	414.3K	20.4K	+100.00%
Jun 30, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	21.09K	428.31K	-32	-0.15%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.15%	63.73K	1.29M	-17.42K	-21.47%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.16%	68.46K	1.39M	712	+1.05%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.2%	81.77K	1.66M	-6.16K	-7.00%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.07%	28.86K	583.63K	0	0
Jun 30, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.07%	29.95K	608.22K	-777	-2.53%
Jun 30, 2026	ARGYLE CAPITAL PARTNERS, LLC	0.08%	32.24K	654.88K	7.01K	+27.75%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.09%	39.48K	801.77K	88	+0.22%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.1%	41.32K	839.12K	721	+1.78%
Jun 30, 2026	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.29%	119.25K	2.42M	-5.25K	-4.22%
Jun 30, 2026	STEPHENS INC /AR/	0.28%	118.24K	2.4M	6.6K	+5.91%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.24%	101.04K	2.05M	23.77K	+30.77%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.23%	97.14K	1.97M	-9.49K	-8.90%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.23%	94.88K	1.93M	-8.76K	-8.45%
Jun 30, 2026	MARINO, STRAM & ASSOCIATES LLC	0.12%	49.22K	999.66K	2.71K	+5.82%
Jun 30, 2026	HRT FINANCIAL LP	0.11%	45.04K	914K	28.09K	+165.69%
Jun 30, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.1%	43.23K	877.9K	6.49K	+17.65%
Jun 30, 2026	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.1%	42.14K	839.37K	-3.81K	-8.28%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.36%	1.4M	28.38M	-13.13K	-0.93%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.21%	917.97K	18.64M	-33.64K	-3.53%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.42%	589.6K	11.97M	14.85K	+2.58%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.07%	445.33K	9.04M	-35.84K	-7.45%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.88%	365.03K	7.41M	93.23K	+34.30%
Jun 30, 2026	UBS GROUP AG	0.77%	321.03K	6.52M	9.54K	+3.06%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.62%	257.78K	5.24M	27.17K	+11.78%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	233.06K	4.75M	48.75K	+26.45%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.22%	93.38K	1.9M	-4.25K	-4.36%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.06%	22.73K	461.7K	5.09K	+28.86%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.06%	23.25K	472K	-35	-0.15%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.11%	47.48K	964.22K	475	+1.01%
Jun 30, 2026	HEARTWOOD WEALTH ADVISORS LLC	0.12%	48.85K	992.06K	0	0
Jun 30, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.06%	25.52K	518.22K	-2.89K	-10.17%
Jun 30, 2026	INTRUA FINANCIAL, LLC	1.6%	666.59K	13.54M	32.01K	+5.04%
Jun 30, 2026	LPL FINANCIAL LLC	2.18%	908.98K	18.46M	-64.66K	-6.64%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.06%	26.51K	527.99K	-481	-1.78%
Jun 30, 2026	ADELL HARRIMAN & CARPENTER INC	0.47%	196.5K	3.99M	5.13K	+2.68%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	27.14K	551.26K	-850	-3.04%
Jun 30, 2026	SOWELL FINANCIAL SERVICES LLC	0.07%	27.29K	554.26K	-1.52K	-5.28%
Jun 30, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.12%	51.49K	1.05M	-5.03K	-8.90%
Jun 30, 2026	OPPENHEIMER & CO INC	0.14%	58.16K	1.18M	-2.39K	-3.95%
Jun 30, 2026	PANORAMIC INVESTMENT ADVISORS, LLC	0.15%	60.42K	1.23M	6.69K	+12.44%
Jun 30, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	63.59K	1.29M	1.83K	+2.97%
Mar 31, 2026	MORGAN STANLEY	6.2%	2.53M	47.61M	30.21K	+1.21%
Mar 31, 2026	SOWELL FINANCIAL SERVICES LLC	0.07%	28.81K	542.23K	88	+0.31%
Mar 31, 2026	CWM, LLC	0.07%	27.58K	519.03K	11	+0.04%
Mar 31, 2026	STEPHENS INC /AR/	0.27%	111.64K	2.1M	8.1K	+7.82%
Mar 31, 2026	SUMMIT FINANCIAL, LLC	0.2%	81.15K	1.53M	17.32K	+27.13%
Mar 31, 2026	GOLDSTONE FINANCIAL GROUP, LLC	0.14%	56.52K	1.06M	4.41K	+8.46%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.1%	40.6K	764K	-5.41K	-11.75%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	26.99K	532.97K	269	+1.01%
Mar 31, 2026	ROYAL BANK OF CANADA	7.3%	2.98M	56.12M	-62.62K	-2.06%
Mar 31, 2026	LPL FINANCIAL LLC	2.38%	973.63K	18.32M	-127.44K	-11.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.33%	951.61K	17.91M	13.46K	+1.43%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.01%	411.92K	7.75M	-3.51K	-0.85%
Mar 31, 2026	UBS GROUP AG	0.76%	311.49K	5.86M	8.86K	+2.93%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.67%	271.8K	5.12M	129.64K	+91.19%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.09%	36.74K	691.43K	0	0
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.07%	28.86K	529.94K	0	0
Mar 31, 2026	ENDOWMENT WEALTH MANAGEMENT, INC.	0.07%	28.4K	534.56K	776	+2.81%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.12%	47K	884.54K	-900	-1.88%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	47.47K	893.33K	47.47K	+100.00%
Mar 31, 2026	HEARTWOOD WEALTH ADVISORS LLC	0.12%	48.85K	919.28K	13.85K	+39.56%
Mar 31, 2026	PANORAMIC INVESTMENT ADVISORS, LLC	0.13%	53.73K	1.01M	-1.17K	-2.13%
Mar 31, 2026	OPPENHEIMER & CO INC	0.15%	60.55K	1.14M	-7.08K	-10.47%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	61.75K	1.16M	496	+0.81%
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.16%	64.56K	1.22M	1.4K	+2.22%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.17%	67.75K	1.28M	855	+1.28%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.19%	77.27K	1.45M	-15.72K	-16.90%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.22%	87.93K	1.65M	-4.59K	-4.96%
Mar 31, 2026	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	30.72K	578.22K	-2.05K	-6.27%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	184.3K	3.49M	-233.1K	-55.85%
Mar 31, 2026	ADELL HARRIMAN & CARPENTER INC	0.47%	191.37K	3.6M	18.73K	+10.85%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	2.6%	1.06M	19.99M	1.06M	+100.00%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	2.8%	1.14M	21.53M	190.88K	+20.03%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.45%	1.41M	26.55M	-256.11K	-15.37%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.04%	17.19K	323.52K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	17.64K	336.78K	12.04K	+214.68%
Mar 31, 2026	BECK BODE, LLC	0.05%	18.29K	344.14K	-5.56K	-23.31%
Mar 31, 2026	SOUTHLAND EQUITY PARTNERS LLC	0.05%	18.67K	351.35K	18.67K	+100.00%
Mar 31, 2026	BUSKA WEALTH MANAGEMENT, LLC	0.05%	19.7K	370.75K	-4.07K	-17.12%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.05%	20.31K	382.14K	-300	-1.46%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	21.12K	397.51K	21.12K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	21.2K	398.91K	21.2K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.06%	23.29K	438K	-2.45K	-9.50%
Mar 31, 2026	ARGYLE CAPITAL PARTNERS, LLC	0.06%	25.24K	475K	2.4K	+10.51%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.1%	42.54K	800.58K	154	+0.36%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.2%	490.7K	9.24M	-56.91K	-10.39%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.41%	574.75K	10.82M	-577.02K	-50.10%
Mar 31, 2026	INTRUA FINANCIAL, LLC	1.55%	634.58K	11.94M	50.74K	+8.69%
Mar 31, 2026	CREATIVE PLANNING	0.08%	30.77K	579.05K	-4.03K	-11.57%
Mar 31, 2026	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.11%	45.94K	909.65K	-212	-0.46%
Mar 31, 2026	MARINO, STRAM & ASSOCIATES LLC	0.11%	46.52K	875.41K	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.23%	481.17K	9.06M	32.57K	+7.26%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.07%	27.99K	526.81K	2	+0.01%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	5.36%	2.19M	41.15M	255.46K	+13.23%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	230.61K	4.34M	14.34K	+6.63%
Mar 31, 2026	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.3%	124.5K	2.34M	-7.44K	-5.64%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	106.63K	2.01M	14.36K	+15.57%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.25%	103.64K	1.95M	-16.03K	-13.40%
Mar 31, 2026	MARINER, LLC	0.24%	99.67K	1.86M	5.69K	+6.06%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.24%	97.63K	1.84M	3.58K	+3.81%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.1%	39.39K	741.31K	6.63K	+20.23%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.08%	34.48K	648.87K	-6.3K	-15.45%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.08%	34.25K	644.6K	-19.57K	-36.36%
Dec 31, 2025	UBS GROUP AG	0.74%	302.63K	6.02M	-8.63K	-2.77%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.02%	415.43K	8.26M	-28.87K	-6.50%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.02%	417.4K	8.34M	-5.95K	-1.40%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.35%	547.61K	10.89M	-8.8K	-1.58%
Dec 31, 2025	INTRUA FINANCIAL, LLC	1.42%	583.85K	11.61M	55.68K	+10.54%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	2.32%	953.16K	18.95M	60.71K	+6.80%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.04%	16.04K	318.99K	2.28K	+16.54%
Dec 31, 2025	CWM, LLC	0.07%	27.57K	548K	-1.09K	-3.80%
Dec 31, 2025	BOXWOOD VENTURES, INC.	0.04%	15.49K	307.99K	301	+1.98%
Dec 31, 2025	BTS ASSET MANAGEMENT, INC.	0.04%	15.15K	301.03K	15.15K	+100.00%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	14.95K	297.19K	-1.73K	-10.36%
Dec 31, 2025	QP WEALTH MANAGEMENT, LLC	0.04%	14.83K	294.76M	14.83K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	14.25K	283.48K	75	+0.53%
Dec 31, 2025	ADELL HARRIMAN & CARPENTER INC	0.42%	172.65K	3.43M	27K	+18.54%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.83%	1.15M	22.9M	-20.7K	-1.77%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.23%	92.99K	1.85M	2.56K	+2.83%
Dec 31, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.07%	27.63K	549.24K	673	+2.50%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.08%	32.76K	651.32K	906	+2.84%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	42.39K	842.61K	1.39K	+3.39%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.11%	46.15K	915.23K	-11.35K	-19.73%
Dec 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.11%	46.52K	924.72K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.13%	53.82K	1.07M	-2.73K	-4.83%
Dec 31, 2025	STEPHENS INC /AR/	0.25%	103.54K	2.06M	-6.5K	-5.91%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.04%	17.19K	341.74M	0	0
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.05%	18.94K	376.55M	0	0
Dec 31, 2025	COMERICA BANK	0.05%	20.22K	401.89K	-1.75K	-7.96%
Dec 31, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.13%	52.11K	1.04M	-763	-1.44%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	94.05K	1.87M	-350.55K	-78.85%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	20.24K	402.29M	20.24K	+100.00%
Dec 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.06%	23.77K	472.51K	-633	-2.59%
Dec 31, 2025	BECK BODE, LLC	0.06%	23.84K	474.02K	-1.14K	-4.56%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	25.74K	512K	168	+0.66%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	27.99K	556.45K	278	+1.00%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	28.72K	571.03K	87	+0.30%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.07%	28.86K	574.41K	-19.81K	-40.70%
Dec 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.08%	32.78K	651.62K	-9.37K	-22.23%
Dec 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.09%	35K	695.8K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	40.78K	810.6K	470	+1.17%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	46K	914.5K	-1.1K	-2.33%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.16%	63.83K	1.27M	4.56K	+7.70%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	66.89K	1.33M	4.68K	+7.53%
Dec 31, 2025	OPPENHEIMER & CO INC	0.17%	67.63K	1.34M	-19.35K	-22.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.22%	92.52K	1.84M	-6.15K	-6.24%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.29%	119.67K	2.38M	-55.83K	-31.81%
Dec 31, 2025	SYKON CAPITAL LLC	0.31%	127.6K	2.54M	-42.16K	-24.83%
Dec 31, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.32%	131.94K	2.62M	-5.48K	-3.99%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.3%	938.15K	18.65M	-788	-0.08%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.09%	36.74K	730.37K	17.32K	+89.20%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	92.27K	1.83M	-10.51K	-10.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.1%	448.6K	8.92M	8.39K	+1.91%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.03%	12.5K	248.5K	0	0
Dec 31, 2025		0.03%	13.81K	274.62K	13.81K	+100.00%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	61.26K	1.22M	20	+0.03%
Dec 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.13%	54.91K	1.09M	522	+0.96%
Dec 31, 2025	ROYAL BANK OF CANADA	7.48%	3.04M	60.52M	1.17M	+62.39%
Dec 31, 2025	MORGAN STANLEY	6.14%	2.5M	49.69M	262.37K	+11.73%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.74%	1.93M	38.39M	-967.54K	-33.38%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	4.09%	1.67M	33.13M	-304.12K	-15.43%
Dec 31, 2025	CREATIVE PLANNING	0.09%	34.79K	691.68K	-5.56K	-13.77%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	26.72K	535.68K	-826	-3.00%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.15%	63.16K	1.24M	748	+1.20%
Dec 31, 2025	LPL FINANCIAL LLC	2.71%	1.1M	21.89M	-5.79K	-0.52%
Dec 31, 2025	MARINER, LLC	0.23%	93.98K	1.87M	-200	-0.21%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	142.16K	2.83M	-39.21K	-21.62%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.53%	216.27K	4.3M	14.36K	+7.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.87%	2.9M	57.88M	46.49K	+1.63%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	20.42K	407.68K	-97	-0.47%
Sep 30, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.04%	17.19K	343.28K	0	0
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	16.68K	333.02K	1.44K	+9.48%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	16.48K	329.11K	1.43K	+9.52%
Sep 30, 2025	HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	0.04%	15.7K	313.61K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	14.18K	283.27K	1.47K	+11.55%
Sep 30, 2025	BG INVESTMENT SERVICES, INC.	0.03%	14.15K	282.48K	-1.58K	-10.05%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.03%	13.77K	274.95K	2.99K	+27.74%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.03%	13.42K	268K	263	+2.00%
Sep 30, 2025	QUARTZ PARTNERS, LLC	0.03%	12.77K	254.94K	-1.07K	-7.72%
Sep 30, 2025	COMPASS FINANCIAL SERVICES INC	0.03%	12.7K	253.66K	-1.52K	-10.68%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.03%	12.5K	249.63K	0	0
Sep 30, 2025	HEXAGON CAPITAL PARTNERS LLC	0.03%	12.3K	245.61K	0	0
Sep 30, 2025	MORGAN STANLEY	5.3%	2.24M	44.68M	64.41K	+2.96%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.67%	1.97M	39.36M	-24.01K	-1.20%
Sep 30, 2025	ROYAL BANK OF CANADA	4.44%	1.87M	37.44M	37.03K	+2.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.78%	1.17M	23.41M	19.49K	+1.69%
Sep 30, 2025	LPL FINANCIAL LLC	2.62%	1.11M	22.1M	5.64K	+0.51%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.22%	938.94K	18.75M	-2.28K	-0.24%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	201.91K	4.03M	-866	-0.43%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.42%	175.49K	3.5M	43.61K	+33.07%
Sep 30, 2025	SYKON CAPITAL LLC	0.4%	169.76K	3.39M	73.54K	+76.44%
Sep 30, 2025	ADELL HARRIMAN & CARPENTER INC	0.35%	145.65K	2.91M	21.35K	+17.18%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.23%	98.67K	1.97M	-4.58K	-4.43%
Sep 30, 2025	MARINER, LLC	0.22%	94.18K	1.88M	0	0
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.21%	90.43K	1.81M	-1.23K	-1.34%
Sep 30, 2025	OPPENHEIMER & CO INC	0.21%	86.97K	1.74M	8.36K	+10.63%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.15%	62.42K	1.25M	315	+0.51%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.14%	57.5K	1.15M	2.15K	+3.88%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	56.55K	1.13M	-17.99K	-24.13%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.12%	48.68K	968.63K	48.68K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	47.1K	940.54K	-1.84K	-3.77%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.1%	40.31K	804.88K	4.85K	+13.67%
Sep 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.08%	35K	698.95K	0	0
Sep 30, 2025	CWM, LLC	0.07%	28.66K	572K	25.61K	+840.77%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	28.64K	571.88K	3	+0.01%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	27.71K	553.42K	1.89K	+7.34%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	27.54K	551.13K	406	+1.50%
Sep 30, 2025	CREATIVE PLANNING	0.1%	40.35K	805.8K	-19.85K	-32.98%
Sep 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.06%	26.96K	538.29K	5.07K	+23.15%
Sep 30, 2025	UBS GROUP AG	0.74%	311.26K	6.22M	12.44K	+4.16%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.04%	440.2K	8.79M	-55.22K	-11.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.05%	444.3K	8.87M	-7.76K	-1.72%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.05%	444.61K	8.88M	1.31K	+0.30%
Sep 30, 2025	INTRUA FINANCIAL, LLC	1.25%	528.17K	10.55M	57.32K	+12.17%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.32%	556.41K	11.11M	57.58K	+11.54%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	2.11%	892.45K	17.82M	320.07K	+55.92%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	25.57K	511K	-275	-1.06%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.06%	25K	499.25K	0	0
Sep 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.11%	46.52K	928.91K	0	0
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.1%	42.15K	841.69K	-3.94K	-8.54%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1%	423.35K	8.53M	-46.06K	-9.81%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	181.37K	3.62M	-3.94K	-2.13%
Sep 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.33%	137.42K	2.74M	-100	-0.07%
Sep 30, 2025	STEPHENS INC /AR/	0.26%	110.04K	2.2M	5.17K	+4.93%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	102.78K	2.05M	-257	-0.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.15%	62.21K	1.24M	12.83K	+25.98%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	61.24K	1.22M	-2.49K	-3.90%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.14%	59.27K	1.18M	-2.59K	-4.19%
Sep 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.13%	54.38K	1.09M	3.18K	+6.21%
Sep 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.13%	52.87K	1.06M	-533	-1.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.1%	41.56K	830K	41.56K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.08%	31.86K	636.17K	25.28K	+384.58%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	41K	818.68K	2.16K	+5.56%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.06%	24.4K	487.29K	4.52K	+22.70%
Jun 30, 2025	SYKON CAPITAL LLC	0.23%	96.22K	1.88M	-25.75K	-21.11%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	28.63K	559.51K	131	+0.46%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	27.14K	531.02K	-2.55K	-8.60%
Jun 30, 2025		0.06%	23.36K	456.53K	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.14%	469.41K	9.26M	30.45K	+6.94%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	25.84K	505K	-2.58K	-9.07%
Jun 30, 2025	MORGAN STANLEY	5.26%	2.17M	42.46B	27.78K	+1.30%
Jun 30, 2025	ROYAL BANK OF CANADA	4.45%	1.84M	35.91M	-299.77K	-14.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.79%	1.15M	22.53M	137.59K	+13.55%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	1.39%	572.38K	11.18M	514.37K	+886.63%
Jun 30, 2025	BECK BODE, LLC	0.07%	29.56K	577.58K	-13.3K	-31.03%
Jun 30, 2025	ENDOWMENT WEALTH MANAGEMENT, INC.	0.05%	21.89K	427.69K	2K	+10.05%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	20.51K	400.8K	-593	-2.81%
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.05%	19.89K	388.58K	651	+3.38%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.05%	19.42K	379.43K	3.51K	+22.03%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	0.05%	18.94K	370.11K	0	0
Jun 30, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.04%	17.19K	335.89K	0	0
Jun 30, 2025	BG INVESTMENT SERVICES, INC.	0.04%	15.73K	307.29K	15.73K	+100.00%
Jun 30, 2025	HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	0.04%	15.7K	306.86K	0	0
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.04%	15.26K	298.24K	-39.26K	-72.01%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	15.23K	297.63K	15.23K	+100.00%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	15.05K	294.02K	15.05K	+100.00%
Jun 30, 2025	TFG ADVISERS LLC	0.04%	15K	293.06K	670	+4.68%
Jun 30, 2025	BOXWOOD VENTURES, INC.	0.04%	14.89K	291.02K	307	+2.10%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	25.82K	504.48K	-430	-1.64%
Jun 30, 2025	OPPENHEIMER & CO INC	0.19%	78.61K	1.54M	15.95K	+25.46%
Jun 30, 2025	GAMMA INVESTING LLC	0.18%	75.13K	1.47M	-145.1K	-65.89%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.18%	74.54K	1.43M	-12.86K	-14.71%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.15%	63.72K	1.25M	63.72K	+100.00%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.15%	62.1K	1.21M	4.06K	+6.99%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.15%	61.86K	1.21M	41.52K	+204.16%
Jun 30, 2025	CREATIVE PLANNING	0.15%	60.21K	1.18M	-10.06K	-14.32%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.13%	55.35K	1.08M	1.01K	+1.85%
Jun 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.12%	51.2K	1M	291	+0.57%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	91.65K	1.79M	-7.52K	-7.58%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	49.38K	964.93K	-967	-1.92%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.12%	48.94K	956.3K	8.25K	+20.26%
Jun 30, 2025	MARINO, STRAM & ASSOCIATES LLC	0.11%	46.52K	908.9K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	35.46K	692.86K	489	+1.40%
Jun 30, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.08%	35K	683.9K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	6.91%	2.85M	55.72M	217.56K	+8.26%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.83%	1.99M	38.98M	-229.76K	-10.33%
Jun 30, 2025	LPL FINANCIAL LLC	2.67%	1.1M	21.52M	142.6K	+14.88%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.28%	941.22K	18.39M	7.53K	+0.81%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.21%	498.83K	9.75M	80.76K	+19.32%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.2%	495.42K	9.68M	-166.12K	-25.11%
Jun 30, 2025	INTRUA FINANCIAL, LLC	1.14%	470.85K	9.2M	331.51K	+237.91%
Jun 30, 2025	GOLDSTONE FINANCIAL GROUP, LLC	0.13%	53.4K	1.05M	-918	-1.69%
Jun 30, 2025	ARGYLE CAPITAL PARTNERS, LLC	0.06%	23.36K	456.53K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.1%	452.07K	8.83M	-8.11K	-1.76%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.07%	443.3K	8.66M	16.47K	+3.86%
Jun 30, 2025	UBS GROUP AG	0.72%	298.83K	5.84M	-6.54K	-2.14%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	202.78K	3.96M	-31.16K	-13.32%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.45%	185.31K	3.62M	12.41K	+7.18%
Jun 30, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.33%	137.52K	2.69M	-170	-0.12%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.32%	131.88K	2.58M	47.11K	+55.57%
Jun 30, 2025	ADELL HARRIMAN & CARPENTER INC	0.3%	124.3K	2.43M	5.5K	+4.63%
Jun 30, 2025	STEPHENS INC /AR/	0.25%	104.87K	2.05M	5.65K	+5.70%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	103.25K	2.02M	-14.72K	-12.48%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	103.04K	2.01M	560	+0.55%
Jun 30, 2025	MARINER, LLC	0.23%	94.18K	1.84M	-1.67K	-1.75%
Jun 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.11%	46.08K	900.48K	-3.94K	-7.88%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	38.84K	758.85K	1.22K	+3.23%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.09%	37.73K	737.18K	-6.66K	-15.01%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.06%	25K	488.5K	1K	+4.17%
Mar 31, 2025	INTRUA FINANCIAL, LLC	0.35%	139.34K	2.63M	78.79K	+130.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	172.9K	3.26M	-21.29K	-10.96%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.09%	438.96K	8.27M	-23.84K	-5.15%
Mar 31, 2025	ROYAL BANK OF CANADA	5.3%	2.14M	40.29M	56.09K	+2.69%
Mar 31, 2025	MORGAN STANLEY	5.31%	2.15M	40.44M	41.64K	+1.98%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	29.69K	553.1K	643	+2.21%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	34.97K	659.19K	481	+1.39%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.51%	2.22M	41.93M	-15K	-0.67%
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.13%	54.34K	1.02M	-4.88K	-8.24%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.14%	54.53K	1.03M	10.08K	+22.68%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	81.83K	1.54M	81.83K	+100.00%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	0.21%	84.77K	1.6M	-548	-0.64%
Mar 31, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.12%	50.02K	942.95K	-6.04K	-10.77%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	28.5K	537.28K	-478	-1.65%
Mar 31, 2025	HEARTWOOD WEALTH ADVISORS LLC	0.09%	35K	659.75K	0	0
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.12%	49.2K	970K	0	0
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.12%	50.02K	942.95K	-6.04K	-10.77%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.14%	58.01K	1.09M	58.01K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.16%	62.66K	1.18M	19.29K	+44.47%
Mar 31, 2025	MARINER, LLC	0.24%	95.85K	1.81M	1.6K	+1.70%
Mar 31, 2025	GAMMA INVESTING LLC	0.55%	220.23K	4.15M	16.28K	+7.98%
Mar 31, 2025	GWN SECURITIES INC.	0.57%	228.19K	4.34M	228.19K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	1.04%	418.08K	7.88M	166.21K	+65.99%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.14%	460.18K	8.67M	8.98K	+1.99%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.64%	661.54K	12.49M	-1M	-60.19%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.31%	933.68K	17.6M	14.3K	+1.56%
Mar 31, 2025	LPL FINANCIAL LLC	2.37%	958.62K	18.07M	-15.82K	-1.62%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.14%	58.04K	1.09M	-426	-0.73%
Mar 31, 2025	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.34%	137.69K	2.6M	4.37K	+3.27%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.58%	233.94K	4.41M	19.48K	+9.08%
Mar 31, 2025	CREATIVE PLANNING	0.17%	70.27K	1.32M	-6.65K	-8.64%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	28.42K	536K	3.64K	+14.67%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.29%	117.97K	2.22M	-58.75K	-33.25%
Mar 31, 2025	UBS GROUP AG	0.76%	305.36K	5.76M	-27.77K	-8.34%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.06%	426.82K	8.05M	-53.47K	-11.13%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.52%	1.02M	19.14M	47.17K	+4.87%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	37.62K	709.15K	983	+2.68%
Mar 31, 2025		0.13%	54.32K	1.02M	-11.8K	-17.85%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.25%	99.17K	1.87M	-89.38K	-47.40%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.1%	40.7K	767.12K	-2.33K	-5.42%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.53%	2.63M	49.66M	193.46K	+7.93%
Mar 31, 2025	BECK BODE, LLC	0.11%	42.86K	807.85K	-9.17K	-17.62%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	44.39K	836.77K	4.05K	+10.03%
Mar 31, 2025	MARINO, STRAM & ASSOCIATES LLC	0.12%	46.52K	876.81K	3.14K	+7.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.12%	50.35K	949.11K	1.21K	+2.46%
Mar 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.13%	50.91K	959.69K	4.66K	+10.07%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.22%	87.4K	1.65M	1.06K	+1.23%
Mar 31, 2025	STEPHENS INC /AR/	0.25%	99.22K	1.87M	11.37K	+12.95%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	102.48K	1.93M	180	+0.18%
Mar 31, 2025	ADELL HARRIMAN & CARPENTER INC	0.29%	118.8K	2.24M	37.2K	+45.59%
Mar 31, 2025	SYKON CAPITAL LLC	0.3%	121.97K	2.3M	-82.78K	-40.43%
Mar 31, 2024	BTS ASSET MANAGEMENT, INC.	0.06%	24.45K	460.83K	2.71K	+12.46%
Mar 31, 2024	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	24.71K	465.76M	4.27K	+20.87%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.06%	24.92K	469.77K	-12.86K	-34.03%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.06%	25.14K	473.85K	-969	-3.71%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	25.88K	488K	-825	-3.09%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.06%	26.12K	492.28K	900	+3.57%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.06%	26.56K	500.58K	125	+0.47%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.06%	27.29K	514K	94	+0.35%
Mar 31, 2024	COMERICA BANK	0.07%	30.81K	580.71K	-2.71K	-8.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.98%	1.68M	31.64M	37.19K	+2.27%
Mar 31, 2024	ENDOWMENT WEALTH MANAGEMENT, INC.	0.05%	19.55K	368.57K	5.74K	+41.53%
Mar 31, 2024	JPMORGAN CHASE & CO	0.08%	32.5K	612.51K	31.9K	+5,398.31%
Mar 31, 2024	ADELL HARRIMAN & CARPENTER INC	0.08%	30.4K	573.04K	7.8K	+34.51%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.08%	31.6K	595.74K	-162	-0.51%
Mar 31, 2024	HEARTWOOD WEALTH ADVISORS LLC	0.09%	34K	640.9K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.1%	38.39K	723.61K	-10.14K	-20.90%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.11%	42.83K	807.38K	-1.67K	-3.76%
Mar 31, 2024	MARINO, STRAM & ASSOCIATES LLC	0.11%	43.38K	817.71K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.11%	47.87K	902.33K	-6.87K	-12.56%
Mar 31, 2024	PASADENA PRIVATE WEALTH, LLC	0.12%	45.55K	858.62K	742	+1.66%
Mar 31, 2024	STEPHENS INC /AR/	0.12%	47.36K	892.73K	10.43K	+28.24%
Mar 31, 2024	APOLLON WEALTH MANAGEMENT, LLC	0.13%	49.03K	924.28K	-115	-0.23%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.13%	53.79K	1.01M	1.81K	+3.48%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.14%	53.2K	1M	10.12K	+23.49%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.14%	53.46K	1.01M	0	0
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.15%	59.55K	1.12M	59.55K	+100.00%
Mar 31, 2024	WEALTHSHIELD PARTNERS, LLC	0.16%	61.61K	1.16M	-315	-0.51%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	68.49K	1.29M	-2.49K	-3.51%
Mar 31, 2024	AXS INVESTMENTS LLC	0.19%	75K	1.41M	-1.68K	-2.19%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	78.29K	1.48M	-1.68K	-2.10%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.25%	95.8K	1.76M	3.47K	+3.75%
Mar 31, 2024	MARINER, LLC	0.25%	96.7K	1.82M	-11.18K	-10.36%
Mar 31, 2024	CREATIVE PLANNING	0.26%	111.12K	2.09M	-26.87K	-19.47%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.32%	124.82K	2.35M	33.66K	+36.93%
Mar 31, 2024	BECK BODE, LLC	0.34%	133.34K	2.51M	-19.96K	-13.02%
Mar 31, 2024	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.35%	137.56K	2.59M	-238	-0.17%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.4%	153.96K	2.9M	54.88K	+55.40%
Mar 31, 2024	UBS GROUP AG	1.4%	591.46K	11.15M	-228.59K	-27.87%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.08%	29.99K	565.25K	17.86K	+147.27%
Mar 31, 2024		0.15%	59.55K	1.12M	59.55K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.42%	176.46K	3.33M	132.46K	+301.03%
Mar 31, 2024	SYKON CAPITAL LLC	0.43%	166.06K	3.13M	99.31K	+148.76%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	203.19K	3.83M	24.29K	+13.58%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.5%	211.01K	3.97M	-1.83K	-0.86%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.53%	223.57K	4.21M	-17K	-7.07%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.82%	347.14K	6.54M	7.44K	+2.19%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.94%	365.39K	6.89M	71.82K	+24.47%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	1.07%	416.27K	7.85M	-17.25K	-3.98%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.14%	442.21K	8.34M	38.46K	+9.53%
Mar 31, 2024	MORGAN STANLEY	4.77%	2.01M	37.98M	-172.85K	-7.90%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.07%	28.99K	546.36K	-6.74K	-18.88%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.07%	29.06K	547.71K	2.38K	+8.92%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.08%	29.35K	530.03K	252	+0.87%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.08%	29.38K	553.86K	-3.6K	-10.93%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.21%	470.71K	8.87M	470.71K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.07%	874.18K	16.48M	27.8K	+3.28%
Mar 31, 2024	LPL FINANCIAL LLC	2.71%	1.14M	21.56M	29.13K	+2.61%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	4.23%	1.78M	33.63M	14.41K	+0.81%
Mar 31, 2024	ROYAL BANK OF CANADA	4.72%	1.99M	37.56M	53.53K	+2.76%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.99%	2.11M	39.71M	597.32K	+39.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.05%	19.3K	363.89K	-1.74K	-8.25%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.02%	403.75K	7.25M	379.69K	+1,577.69%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.06%	25.22K	452.87K	-1.23K	-4.63%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	1.1%	433.52K	7.79M	351.07K	+425.82%
Dec 31, 2023	UBS GROUP AG	2.08%	820.05K	14.73M	-48.72K	-5.61%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.14%	846.39K	15.2M	-58.22K	-6.44%
Dec 31, 2023	LPL FINANCIAL LLC	2.82%	1.11M	20.02M	260.38K	+30.49%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.82%	1.51M	27.11M	265.66K	+21.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	4.16%	1.64M	29.48M	376.78K	+29.79%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	4.48%	1.77M	31.77M	131.09K	+8.00%
Dec 31, 2023	ROYAL BANK OF CANADA	4.91%	1.94M	34.83M	368.44K	+23.46%
Dec 31, 2023	MORGAN STANLEY	5.54%	2.19M	39.29M	234.14K	+11.98%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.07%	26.11K	468.88K	-4.98K	-16.02%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.07%	26.43K	474.7K	-8.6K	-24.56%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.07%	26.68K	479.11K	5.07K	+23.49%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.07%	26.71K	480K	-2.79K	-9.46%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.07%	27.19K	488K	-1.06K	-3.76%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	29.1K	528.1K	7.89K	+37.21%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.08%	31.77K	570.52K	-21.31K	-40.15%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.08%	32.99K	592.44K	-1.24K	-3.61%
Dec 31, 2023	COMERICA BANK	0.08%	33.52K	601.98K	515	+1.56%
Dec 31, 2023	HEARTWOOD WEALTH ADVISORS LLC	0.09%	34K	610.64K	900	+2.72%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.09%	35.73K	641.69K	-7.12K	-16.61%
Dec 31, 2023	STEPHENS INC /AR/	0.09%	36.93K	663.31K	8.75K	+31.03%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.1%	37.78K	678.49K	-1.06K	-2.73%
Dec 31, 2023	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.11%	43.08K	773.68K	-2.88K	-6.27%
Dec 31, 2023	MARINO, STRAM & ASSOCIATES LLC	0.11%	43.38K	779.11K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.11%	44K	790.28K	12.63K	+40.25%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.11%	44.51K	799.32K	-17.86K	-28.64%
Dec 31, 2023	PASADENA PRIVATE WEALTH, LLC	0.11%	44.81K	804.75K	2.63K	+6.23%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.12%	48.53K	876.11K	-4.55K	-8.58%
Dec 31, 2023	APOLLON WEALTH MANAGEMENT, LLC	0.12%	49.15K	882.71K	-3.83K	-7.23%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.13%	51.98K	933.61M	-2.13K	-3.93%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.14%	53.46K	960.2K	53.46K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.14%	54.74K	983.17K	6.11K	+12.56%
Dec 31, 2023	WEALTHSHIELD PARTNERS, LLC	0.16%	61.93K	1.11M	-4.76K	-7.13%
Dec 31, 2023		0.17%	66.76K	1.2M	66.76K	+100.00%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.18%	70.99K	1.29M	-133.01K	-65.20%
Dec 31, 2023	AXS INVESTMENTS LLC	0.19%	76.68K	1.38M	46.68K	+155.60%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	79.97K	1.44M	-16.32K	-16.95%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.23%	91.16K	1.64M	35.04K	+62.45%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.23%	92.34K	1.66M	-1.62K	-1.72%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.25%	99.08K	1.78M	-1.52K	-1.51%
Dec 31, 2023	MARINER, LLC	0.27%	107.88K	1.94M	2.69K	+2.55%
Dec 31, 2023	DUMONT & BLAKE INVESTMENT ADVISORS LLC	0.35%	137.8K	2.48M	-2.17K	-1.55%
Dec 31, 2023	CREATIVE PLANNING	0.35%	137.98K	2.48M	-15.71K	-10.22%
Dec 31, 2023	BECK BODE, LLC	0.39%	153.3K	2.75M	-5.01K	-3.17%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	178.9K	3.21M	-204	-0.11%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.54%	212.83K	3.82M	9.89K	+4.87%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.61%	240.57K	4.32M	-167.32K	-41.02%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.74%	293.57K	5.27M	75.72K	+34.76%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.86%	339.69K	6.1M	71.1K	+26.47%

Frequently Asked Questions