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

Who are the major shareholders selling Invesco Dorsey Wright Financial Momentum ETF stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in PFI by -1.32% restricting it's holding to 745 shares of worth nearly $45.38K. JANNEY MONTGOMERY SCOTT LLC also lessened -19.85% of the PFI shares from its portfolio, reducing its holding to 3.5 thousand shares of worth $213.00K. JPMORGAN CHASE & CO also shunned PFI shares holding by -2.63% last quarter which brought its holding to 4.19 thousand shares worth $253.69K.

Investors who are buying PFI stock?

As per its latest 13F filing, CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. increased its stake in PFI by 0.03% in the last quarter. The institutional holder raised its holding to 3.76 thousand shares having worth more than $229.00K. JONES FINANCIAL COMPANIES LLLP also added 30.85% more shares of PFI to its portfolio, raising its holding to 4.01 thousand shares of worth $244.25K. UBS GROUP AG also increased its PFI shares holding by 1.58% which brought its holding to 11.41 thousand shares worth $694.99K.

PFI's major insiders: who are they?

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

Did an insider recently sell PFI stock?

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

Which insider recently purchased PFI stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Dorsey Wright Financial Momentum ETF insiders have bought stock, totalling 0 shares

How much of PFI does insiders own?

Around 0 Invesco Dorsey Wright Financial Momentum ETF shares are held by insiders, which represents about N/A of PFI stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PFI?

IFP ADVISORS, INC is the largest institutional owner in PFI which holds 300 shares worth $18.27K or 0.03% of the total PFI shares outstanding followed by ASSET DEDICATION, LLC with ownership of 5.97 thousand shares representing 0.6% of the PFI ownership. ADVISOR GROUP HOLDINGS, INC. is the third largest stakeholder with 745 shares or 0.07% of the ownership worth more than $45.38K.

Is Invesco Dorsey Wright Financial Momentum 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 PFI is concerned, it is a stock which is optionable.

Is there a short position on PFI's shares?

Number of PFI 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 PFI shares are there?

As of today, null shares of PFI are outstanding.

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

PFI 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 PFI is null.

Invesco Dorsey Wright Financial Momentum ETF (PFI) 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.

ShortableNo

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. IFP ADVISORS, INC is the top corporate investor, holding 300 shares valued at $18.27K. A 0.03% stake in Invesco Dorsey Wright Financial Momentum ETF is owned by the company. ASSET DEDICATION, LLC owns 5.97K shares valued at $363.79K, which translates its holding of 0.6% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	IFP ADVISORS, INC	0.03%	300	18.27K	0	0
Jun 30, 2026	ASSET DEDICATION, LLC	0.6%	5.97K	363.79K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	745	45.38K	-10	-1.32%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.18%	1.8K	109.64K	0	0
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.35%	3.5K	213K	-868	-19.85%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	3.76K	229K	1	+0.03%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.4%	4.01K	244.25K	946	+30.85%
Jun 30, 2026	JPMORGAN CHASE & CO	0.42%	4.19K	253.69K	-113	-2.63%
Jun 30, 2026	LAUREL WEALTH ADVISORS LLC	0.44%	4.37K	265.95K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.48%	4.78K	291.34K	-186	-3.74%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.56%	5.6K	341.13K	0	0
Jun 30, 2026	SENSIBLE MONEY, LLC	0.6%	5.97K	363.79K	0	0
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	1.13%	11.37K	692.73K	-1.13K	-9.01%
Jun 30, 2026	UBS GROUP AG	1.14%	11.41K	694.99K	178	+1.58%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.49%	14.91K	907.85K	3.82K	+34.51%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.68%	16.86K	1.03M	-52	-0.31%
Jun 30, 2026	MORGAN STANLEY	2.82%	28.29K	1.72M	23	+0.08%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.66%	6.67K	406.05K	-298	-4.28%
Jun 30, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.76%	7.66K	466.69K	71	+0.94%
Jun 30, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.03%	293	17.85K	0	0
Jun 30, 2026	SANKALA GROUP LLC	0%	0	-	-17	-100.00%
Jun 30, 2026	FMR LLC	0%	41	2.51K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	5.52%	55.35K	3.37M	-4.87K	-8.09%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	5.41%	54.28K	3.31M	859	+1.61%
Jun 30, 2026	GENESEE CAPITAL ADVISORS, LLC	0.81%	8.14K	495.77K	6	+0.07%
Jun 30, 2026	IMC-CHICAGO, LLC	0%	0	-	-37.45K	-100.00%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0%	0	-	-338	-100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-106	-100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0%	0	-	-10.01K	-100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2026	COPPELL ADVISORY SOLUTIONS LLC	0%	13	2.58M	13	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.02%	246	15K	-38	-13.38%
Jun 30, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.3%	3.02K	184.04K	-812	-21.18%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.05%	483	29.39K	483	+100.00%
Jun 30, 2026	BELLEVUE ASSET MANAGEMENT, LLC	0.15%	1.47K	89.65K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.08%	757	46.11K	757	+100.00%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.06%	642	39.1K	642	+100.00%
Mar 31, 2026	UBS GROUP AG	1.12%	11.23K	598.18K	-269	-2.34%
Mar 31, 2026	MORGAN STANLEY	2.82%	28.27K	1.51M	-3.79K	-11.81%
Mar 31, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.76%	7.59K	404.28K	187	+2.53%
Mar 31, 2026	SANKALA GROUP LLC	0%	17	889	-121	-87.68%
Mar 31, 2026	PROVIDENCE CAPITAL ADVISORS, LLC	0.03%	293	15.6K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.08%	755	40.2K	-887	-54.02%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-5.56K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.03%	284	15K	-5.57K	-95.15%
Mar 31, 2026	ASSET DEDICATION, LLC	0.6%	5.97K	318.08K	0	0
Mar 31, 2026	IMC-CHICAGO, LLC	3.74%	37.45K	1.99M	5.2K	+16.11%
Mar 31, 2026	GENESEE CAPITAL ADVISORS, LLC	0.81%	8.13K	433.13K	-1.11K	-12.04%
Mar 31, 2026	SENSIBLE MONEY, LLC	0.6%	5.97K	318.08K	0	0
Mar 31, 2026	LAUREL WEALTH ADVISORS LLC	0.44%	4.37K	256.91K	0	0
Mar 31, 2026	ALPHACORE CAPITAL LLC	0%	0	-	-17.85K	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	1.69%	16.91K	904.84K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.56%	5.6K	298.26K	-521	-8.51%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.5%	4.97K	264.67K	-146	-2.85%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.44%	4.37K	233K	-86.53K	-95.19%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.31%	3.07K	158.11K	618	+25.25%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	5.33%	53.42K	2.84M	294	+0.55%
Mar 31, 2026	LPL FINANCIAL LLC	6.01%	60.22K	3.21M	36.03K	+148.92%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.25%	12.5K	665.65K	12.5K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.69%	6.97K	370.9K	126	+1.84%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	3.76K	200K	-6.47K	-63.27%
Mar 31, 2026	IFP ADVISORS, INC	0.03%	300	15.98K	0	0
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-5.72K	-100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-7.68K	-100.00%
Mar 31, 2026	DARWIN WEALTH MANAGEMENT, LLC	0%	0	-	-598	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-2K	-100.00%
Mar 31, 2026	FMR LLC	0%	41	2.19K	-18	-30.51%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1%	10.01K	533.1K	-8.14K	-44.85%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	0	-	-62	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	51	-35	-97.22%
Mar 31, 2026	SUNBELT SECURITIES, INC.	0%	3	160	0	0
Mar 31, 2026		0%	17	889	-121	-87.68%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	106	5.65K	106	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.03%	338	18.09K	0	0
Mar 31, 2026	BELLEVUE ASSET MANAGEMENT, LLC	0.15%	1.47K	78.39K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.18%	1.8K	95.85K	0	0
Mar 31, 2026	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.38%	3.83K	204.14K	-242.64K	-98.44%
Mar 31, 2026	JPMORGAN CHASE & CO	0.43%	4.3K	222.77K	4.3K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.11%	11.08K	590.14K	11.08K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.66K	-100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.32%	53.12K	3.07M	315	+0.60%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.64%	6.12K	353.47K	355	+6.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	2K	115.48K	2K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	36	2.08K	35	+3,500.00%
Dec 31, 2025		0.01%	138	7.61K	138	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.19%	1.8K	103.91K	0	0
Dec 31, 2025	LAUREL WEALTH ADVISORS LLC	0.45%	4.37K	252.1K	-5.06K	-53.67%
Dec 31, 2025	ROYAL BANK OF CANADA	0.59%	5.85K	338K	503	+9.40%
Dec 31, 2025	SUNBELT SECURITIES, INC.	0%	3	173	0	0
Dec 31, 2025	FMR LLC	0.01%	59	3.42K	0	0
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	2.45K	141.35K	182	+8.03%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.59%	5.72K	333.76K	-39.05K	-87.22%
Dec 31, 2025	ASSET DEDICATION, LLC	0.61%	5.97K	344.85K	0	0
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.7%	6.84K	394.85K	-5.09K	-42.67%
Dec 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.76%	7.41K	427.5K	428	+6.13%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.77%	7.68K	443.55K	769	+11.12%
Dec 31, 2025	GENESEE CAPITAL ADVISORS, LLC	0.95%	9.25K	533.87K	4.25K	+84.94%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.06%	10.23K	590K	-1.38K	-11.90%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.69%	16.91K	976.36K	-45	-0.27%
Dec 31, 2025	SENSIBLE MONEY, LLC	0.62%	5.97K	344.85K	0	0
Dec 31, 2025	UBS GROUP AG	1.15%	11.5K	664.06K	-499	-4.16%
Dec 31, 2025	ALPHACORE CAPITAL LLC	1.85%	17.85K	1.03M	17.85K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.9%	18.15K	1.05M	-917	-4.81%
Dec 31, 2025	LPL FINANCIAL LLC	2.53%	24.19K	1.4M	-4.01K	-14.23%
Dec 31, 2025	MORGAN STANLEY	3.21%	32.05K	1.85M	-3.66K	-10.24%
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	24.69%	246.47K	14.23M	-23.36K	-8.66%
Dec 31, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.03%	293	16.92K	0	0
Dec 31, 2025	IMC-CHICAGO, LLC	3.23%	32.26K	1.86M	6.77K	+26.58%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	9.51%	90.9K	5.25M	-7.68K	-7.79%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0%	0	-	-1.93K	-100.00%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.01%	62	3.05K	62	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.03%	300	17.32K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.03%	338	20.14K	338	+100.00%
Dec 31, 2025	DARWIN WEALTH MANAGEMENT, LLC	0.06%	598	34.53K	598	+100.00%
Dec 31, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.15%	1.47K	85.21K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	1.64K	94.79K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.51%	5.12K	295.36K	225	+4.60%
Dec 31, 2025	CITADEL ADVISORS LLC	0.56%	5.56K	320.89K	-1.89K	-25.39%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	37	0	0
Sep 30, 2025	ASSET DEDICATION, LLC	0.54%	5.97K	346.23K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	1.52%	16.96K	982.89K	138	+0.82%
Sep 30, 2025	COMERICA BANK	0%	0	-	-3.9K	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.04%	11.61K	673K	-24.4K	-67.76%
Sep 30, 2025	BRIAUD FINANCIAL PLANNING, INC	0%	0	-	-236	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.07%	11.93K	691.54K	4.37K	+57.72%
Sep 30, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.13%	1.47K	85.33K	0	0
Sep 30, 2025	SUNBELT SECURITIES, INC.	0%	3	174	-8.47K	-99.96%
Sep 30, 2025	FMR LLC	0.01%	59	3.43K	49	+490.00%
Sep 30, 2025	IFP ADVISORS, INC	0.03%	300	17.39K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	5.77K	334.29K	165	+2.95%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.62%	6.91K	400.76K	-241	-3.37%
Sep 30, 2025	LAUREL WEALTH ADVISORS LLC	0.85%	9.43K	546.31K	-350	-3.58%
Sep 30, 2025	ROYAL BANK OF CANADA	0.48%	5.35K	310K	1.81K	+50.99%
Sep 30, 2025	CWM, LLC	0%	0	-	-138	-100.00%
Sep 30, 2025	SPC FINANCIAL, INC.	1.63%	18.1K	1.05M	-24	-0.13%
Sep 30, 2025	UBS GROUP AG	1.08%	12K	695.65K	161	+1.36%
Sep 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.45%	5K	289.81K	3	+0.06%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-25	-100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.71%	19.07K	1.14M	19.07K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.16%	1.8K	104.35K	0	0
Sep 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.63%	6.98K	404.44K	272	+4.06%
Sep 30, 2025	PROVIDENCE CAPITAL ADVISORS, LLC	0.03%	293	16.98K	293	+100.00%
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	24.25%	269.83K	15.64M	-11.97K	-4.25%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.17%	1.93K	112K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	2.53%	28.21K	1.64M	-7.11K	-20.12%
Sep 30, 2025	MORGAN STANLEY	3.21%	35.71K	2.07M	-7.23K	-16.83%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	4.02%	44.77K	2.6M	-1.06K	-2.31%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	4.75%	52.81K	3.06M	-2.07K	-3.77%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	8.86%	98.59K	5.72M	-2.93K	-2.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	1.64K	93.93K	-176	-9.68%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	2.27K	130.82K	441	+24.16%
Sep 30, 2025	CITADEL ADVISORS LLC	0.67%	7.45K	431.79K	2.41K	+47.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	4.89K	283.55K	922	+23.23%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	8.66K	502.11K	8.66K	+100.00%
Sep 30, 2025	IMC-CHICAGO, LLC	2.29%	25.48K	1.48M	11.38K	+80.72%
Sep 30, 2025	SENSIBLE MONEY, LLC	0.54%	5.97K	346.23K	0	0
Jun 30, 2025	IMC-CHICAGO, LLC	1.3%	14.1K	799.95K	2.56K	+22.19%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	9.38%	101.52K	5.76M	-16.45K	-13.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.07%	54.88K	3.11M	-933	-1.67%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	4.23%	45.83K	2.6M	1.64K	+3.72%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.33%	36.01K	2.04M	-1.19K	-3.21%
Jun 30, 2025	LPL FINANCIAL LLC	3.26%	35.31K	2M	2.76K	+8.47%
Jun 30, 2025	ROYAL BANK OF CANADA	0.33%	3.54K	201K	-80	-2.21%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	1.83K	101.95K	892	+95.61%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	1.82K	103.13K	-755	-29.34%
Jun 30, 2025	SPC FINANCIAL, INC.	1.67%	18.12K	1.03M	787	+4.54%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.18%	1.93K	109K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	1.55%	16.82K	954.09K	641	+3.96%
Jun 30, 2025	UBS GROUP AG	1.09%	11.84K	671.68K	-687	-5.48%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.78%	8.48K	483.25K	5K	+143.80%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.17%	1.8K	102.11K	1.2K	+200.00%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.66%	7.16K	399.77K	1.68K	+30.71%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.62%	6.71K	380.37K	627	+10.32%
Jun 30, 2025	ASSET DEDICATION, LLC	0.55%	5.97K	338.85K	0	0
Jun 30, 2025	SENSIBLE MONEY, LLC	0.55%	5.97K	338.85K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	5.6K	317.8K	-502	-8.22%
Jun 30, 2025	GENESEE CAPITAL ADVISORS, LLC	0.46%	5K	283.48K	-12.56K	-71.54%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.37%	3.97K	225.14K	-1.25K	-23.97%
Jun 30, 2025	COMERICA BANK	0.36%	3.9K	221.25K	0	0
Jun 30, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.14%	1.47K	83.51K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0.03%	300	17.02K	0	0
Jun 30, 2025	BRIAUD FINANCIAL PLANNING, INC	0.02%	236	13K	236	+100.00%
Jun 30, 2025	CWM, LLC	0.01%	138	8K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	25	1.42K	25	+100.00%
Jun 30, 2025	FMR LLC	0%	10	595	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	62	0	0
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	51.22%	554.54K	9.78M	544.76K	+5,573.00%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	26.03%	281.79K	15.99M	-10.53K	-3.60%
Jun 30, 2025	MORGAN STANLEY	3.97%	42.94K	2.44B	-6.97K	-13.97%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.7%	7.56K	429.11M	904	+13.57%
Jun 30, 2025	CITADEL ADVISORS LLC	0.47%	5.04K	285.98M	5.04K	+100.00%
Mar 31, 2025	SPC FINANCIAL, INC.	1.59%	17.34K	926.66K	390	+2.30%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.41%	37.2K	1.99M	-150	-0.40%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	4.05%	44.18K	2.33M	5.59K	+14.48%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.09%	933	49.3K	597	+177.68%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.18%	1.93K	103K	-450	-18.95%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	2.57K	137.53K	-16.07K	-86.20%
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.32%	3.48K	185.86K	-5K	-58.98%
Mar 31, 2025	ROYAL BANK OF CANADA	0.33%	3.62K	194K	-346	-8.72%
Mar 31, 2025	COMERICA BANK	0.36%	3.9K	208.46K	0	0
Mar 31, 2025	ASSET DEDICATION, LLC	0.55%	5.97K	319.26K	0	0
Mar 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.56%	6.08K	324.87K	6.08K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	6.1K	326.26K	747	+13.94%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.61%	6.66K	355.98K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.48%	16.18K	865.47K	16.18K	+100.00%
Mar 31, 2025	MORGAN STANLEY	4.57%	49.91K	2.67M	5.67K	+12.81%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.12%	55.81K	2.98M	-1.47K	-2.56%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	10.81%	117.96K	6.31M	-1K	-0.84%
Mar 31, 2025	RPS ADVISORY SOLUTIONS LLC	0%	0	-	-43.04K	-100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0%	0	-	-7.7K	-100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-13	-100.00%
Mar 31, 2025	LAUREL WEALTH ADVISORS LLC	0.9%	9.78K	522.47K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.48%	5.22K	279.01K	-222	-4.08%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.5%	5.47K	292.58K	1.34K	+32.48%
Mar 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	26.79%	292.32K	15.63M	9.55K	+3.38%
Mar 31, 2025	GENESEE CAPITAL ADVISORS, LLC	1.61%	17.56K	938.45K	-12.69K	-41.95%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0%	0	-	-13.65K	-100.00%
Mar 31, 2025	IFP ADVISORS, INC	0.03%	300	16.03K	0	0
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.06%	600	32.07K	0	0
Mar 31, 2025	BELLEVUE ASSET MANAGEMENT, LLC	0.13%	1.47K	78.57K	0	0
Mar 31, 2025	UBS GROUP AG	1.15%	12.53K	669.57K	-597	-4.55%
Mar 31, 2025	LPL FINANCIAL LLC	2.98%	32.56K	1.74M	9.86K	+43.43%
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0%	0	-	-100	-100.00%
Mar 31, 2025	IMC-CHICAGO, LLC	1.06%	11.54K	616.81K	11.54K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-14.96K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-5.98K	-100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-23	-100.00%
Mar 31, 2025	SENSIBLE MONEY, LLC	0.55%	5.97K	319.26K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-23	-100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	69	0	0
Mar 31, 2025	FMR LLC	0%	10	560	10	+100.00%
Mar 31, 2025	CWM, LLC	0.01%	138	7K	0	0
Mar 31, 2024	SIGNALPOINT ASSET MANAGEMENT, LLC	1.53%	16.81K	835.81K	-36	-0.21%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-138	-100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-5.89K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	48	1	+100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	22	1.09K	22	+100.00%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	23	1.14K	0	0
Mar 31, 2024	CWM, LLC	0.01%	134	7K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	151	7.51K	151	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.05%	600	29.83K	0	0
Mar 31, 2024	BELLEVUE ASSET MANAGEMENT, LLC	0.13%	1.47K	73.18K	0	0
Mar 31, 2024	ADVISORS PREFERRED, LLC	0.34%	3.79K	185.81K	1.61K	+74.34%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.4%	4.38K	217.8K	4.38K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.43%	5.23K	260K	1	+0.02%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.45%	4.97K	247.18K	4.97K	+100.00%
Mar 31, 2024	SENSIBLE MONEY, LLC	0.54%	5.97K	296.93K	0	0
Mar 31, 2024	ASSET DEDICATION, LLC	0.54%	5.97K	297K	0	0
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.54%	6.66K	331.09K	0	0
Mar 31, 2024	MORGAN STANLEY	3.22%	39.61K	1.97M	21.16K	+114.72%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	12.19%	149.74K	7.44M	141.82K	+1,789.28%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	24.36%	268.46K	13.35M	266.16K	+11,602.62%
Mar 31, 2024	COMERICA BANK	0.32%	3.9K	193.88K	0	0
Mar 31, 2024		0.54%	5.97K	296.93K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	1.48%	18.13K	901.03K	1.46K	+8.73%
Mar 31, 2024	SPC FINANCIAL, INC.	1.5%	16.58K	824.08K	16.58K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.57%	19.26K	957.41K	16.83K	+693.25%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.15%	26.41K	1.31M	21.73K	+465.20%
Mar 31, 2024	GENESEE CAPITAL ADVISORS, LLC	2.4%	26.41K	1.31M	26.41K	+100.00%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	2.45%	27.05K	1.34M	27.05K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.66%	57.29K	2.85M	-4.74K	-7.64%
Mar 31, 2024	ROYAL BANK OF CANADA	0.55%	6.75K	335K	-1.24K	-15.46%
Mar 31, 2024	CITADEL ADVISORS LLC	0.68%	8.36K	415.35K	8.36K	+100.00%
Mar 31, 2024	UNIQUE WEALTH STRATEGIES, LLC	0.92%	10.14K	503.84K	10.14K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.97%	11.95K	594.17K	-254	-2.08%
Mar 31, 2024	UBS GROUP AG	1.11%	13.66K	679.07K	563	+4.30%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	23	1.03K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	34	1.53K	0	0
Dec 31, 2023	CWM, LLC	0.02%	134	6K	-412	-75.46%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	138	6.21K	138	+100.00%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.11%	600	26.98K	0	0
Dec 31, 2023	BELLEVUE ASSET MANAGEMENT, LLC	0.26%	1.47K	66.2K	0	0
Dec 31, 2023	ADVISORS PREFERRED, LLC	0.39%	2.17K	96.31K	2.17K	+100.00%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.41%	2.29K	104K	-2.71K	-54.13%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.44%	2.43K	109.18K	-776	-24.22%
Dec 31, 2023	COMERICA BANK	0.7%	3.9K	175.38K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.84%	4.67K	210K	-601	-11.40%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.94%	5.23K	236K	4	+0.08%
Dec 31, 2023	ASSET DEDICATION, LLC	1.07%	5.97K	269K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	1.2%	6.66K	299.5K	0	0
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.43%	7.93K	356K	6	+0.08%
Dec 31, 2023	ROYAL BANK OF CANADA	1.44%	7.99K	359K	348	+4.56%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.2%	12.21K	548.92K	-5.17K	-29.76%
Dec 31, 2023	UBS GROUP AG	2.36%	13.1K	588.97K	-48	-0.37%
Dec 31, 2023	LPL FINANCIAL LLC	3%	16.67K	749.65K	-4.19K	-20.07%
Dec 31, 2023	SIGNALPOINT ASSET MANAGEMENT, LLC	3.03%	16.85K	757K	0	0
Dec 31, 2023	MORGAN STANLEY	3.32%	18.45K	829.48K	-1.13K	-5.75%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	11.16%	62.03K	2.79M	-8.64K	-12.23%

Frequently Asked Questions