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

Who are the major shareholders selling Invesco Building & Construction ETF stock?

ONEASCENT FINANCIAL SERVICES LLC, in the last quarter, reduced its stake in PKB by -0.27% restricting it's holding to 5.49 thousand shares of worth nearly $614.68K. ELM3 FINANCIAL GROUP, LLC also lessened -6.39% of the PKB shares from its portfolio, reducing its holding to 5.64 thousand shares of worth $631.80K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned PKB shares holding by -76.19% last quarter which brought its holding to 5.84 thousand shares worth $654.66K.

Investors who are buying PKB stock?

As per its latest 13F filing, WEALTHCARE ADVISORY PARTNERS LLC increased its stake in PKB by 16.21% in the last quarter. The institutional holder raised its holding to 5.79 thousand shares having worth more than $649.32K. FMR LLC also added 4.07% more shares of PKB to its portfolio, raising its holding to 6.16 thousand shares of worth $690.53K. PRIVATE ADVISOR GROUP, LLC also increased its PKB shares holding by 5% which brought its holding to 6.18 thousand shares worth $691.96K.

PKB's major insiders: who are they?

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

Did an insider recently sell PKB stock?

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

Which insider recently purchased PKB stock?

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

How much of PKB does insiders own?

Around 0 Invesco Building & Construction ETF shares are held by insiders, which represents about N/A of PKB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PKB?

ONEASCENT FINANCIAL SERVICES LLC is the largest institutional owner in PKB which holds 5.49 thousand shares worth $614.68K or 0.15% of the total PKB shares outstanding followed by ELM3 FINANCIAL GROUP, LLC with ownership of 5.64 thousand shares representing 0.16% of the PKB ownership. WEALTHCARE ADVISORY PARTNERS LLC is the third largest stakeholder with 5.79 thousand shares or 0.16% of the ownership worth more than $649.32K.

Is Invesco Building & Construction 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 PKB is concerned, it is a stock which is optionable.

Is there a short position on PKB's shares?

Number of PKB 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 PKB shares are there?

As of today, null shares of PKB are outstanding.

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

PKB 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 PKB is null.

Invesco Building & Construction ETF (PKB) 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. ONEASCENT FINANCIAL SERVICES LLC is the top corporate investor, holding 5.49K shares valued at $614.68K. A 0.15% stake in Invesco Building & Construction ETF is owned by the company. ELM3 FINANCIAL GROUP, LLC owns 5.64K shares valued at $631.80K, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.15%	5.49K	614.68K	-15	-0.27%
Jun 30, 2026	ELM3 FINANCIAL GROUP, LLC	0.16%	5.64K	631.8K	-385	-6.39%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.16%	5.79K	649.32K	808	+16.21%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	5.84K	654.66K	-18.69K	-76.19%
Jun 30, 2026	FMR LLC	0.17%	6.16K	690.53K	241	+4.07%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.17%	6.18K	691.96K	294	+5.00%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.18%	6.54K	732.54K	-204	-3.03%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	7.27K	814.1K	-41.69K	-85.16%
Jun 30, 2026	IBEX WEALTH ADVISORS	0.2%	7.27K	814.45K	-178	-2.39%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.21%	7.55K	845.67K	1.14K	+17.72%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.21%	7.55K	846.49K	-595	-7.30%
Jun 30, 2026	MARINER, LLC	0.21%	7.72K	864.77K	0	0
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.22%	7.9K	885.27K	550	+7.48%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.27%	9.81K	1.1M	-276	-2.74%
Jun 30, 2026	LEUTHOLD GROUP, LLC	0.31%	11.2K	1.26M	-578	-4.91%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.36%	12.86K	1.44M	-954	-6.91%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.36%	13.04K	1.46M	4.4K	+50.89%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.39%	14.02K	1.57M	1.41K	+11.20%
Jun 30, 2026	NILSINE PARTNERS, LLC	0.39%	14.1K	1.58M	404	+2.95%
Jun 30, 2026	UBS GROUP AG	0.4%	14.46K	1.62M	-1.75K	-10.78%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.4%	14.49K	1.62M	304	+2.14%
Jun 30, 2026		0.39%	16.42K	1.84M	16.42K	+100.00%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	0.54%	19.32K	2.16M	19.32K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.54%	19.44K	2.18M	276	+1.44%
Jun 30, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.55%	19.68K	2.2M	-639	-3.15%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.68%	24.4K	2.73M	-1.06K	-4.17%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.8%	28.94K	3.24M	8	+0.03%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.23%	44.32K	4.97M	7.12K	+19.14%
Jun 30, 2026	ROYAL BANK OF CANADA	2.26%	81.34K	9.12M	-8.9K	-9.86%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.34%	84.24K	9.44M	24.09K	+40.05%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.56%	92.23K	10.34M	28.27K	+44.19%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.19%	114.99K	12.89M	-6.05K	-4.99%
Jun 30, 2026	BRAEBURN WEALTH MANAGEMENT LLC	0.46%	16.42K	1.84M	16.42K	+100.00%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.55%	19.68K	2.2M	19.68K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.57%	20.68K	2.32M	902	+4.56%
Jun 30, 2026	FIFTH THIRD SECURITIES, INC.	0.7%	25.19K	2.82M	16.74K	+197.92%
Jun 30, 2026	GREAT DIAMOND PARTNERS, LLC	0.71%	25.48K	2.86M	175	+0.69%
Jun 30, 2026	HIGHPOINT ADVISOR GROUP LLC	0.8%	28.74K	3.22M	-61	-0.21%
Jun 30, 2026	TRUIST FINANCIAL CORP	1.15%	41.27K	4.62M	236	+0.58%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	1.22%	43.84K	4.91M	38.21K	+679.17%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.68%	132.46K	14.84M	5.03K	+3.95%
Jun 30, 2026	LPL FINANCIAL LLC	5.38%	193.64K	21.7M	-20.64K	-9.63%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.55%	19.77K	2.22M	2.54K	+14.72%
Jun 30, 2026	NORTHWEST FINANCIAL ADVISORS	0.07%	2.85K	319.82K	0	0
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.54%	19.39K	2.17M	19.39K	+100.00%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.14%	5.1K	571.95K	1.23K	+31.74%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0.14%	5.08K	569.15K	1.46K	+40.46%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0.13%	4.79K	536.49K	5	+0.10%
Jun 30, 2026	SIGMA PLANNING CORP	0.13%	4.63K	518.6K	3	+0.06%
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.07%	2.94K	329K	1	+0.03%
Jun 30, 2026	PFG INVESTMENTS, LLC	0.07%	2.98K	333.38K	2	+0.07%
Jun 30, 2026	WELLINGTON SHIELDS & CO., LLC	0.07%	3K	335.85K	196	+7.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	3.04K	340.13K	400	+15.18%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	3.07K	344.35K	3.07K	+100.00%
Jun 30, 2026	CARR FINANCIAL GROUP CORP	0.08%	3.2K	358.98K	-215	-6.29%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.08%	3.23K	361.44K	1	+0.03%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.08%	3.44K	385.82K	138	+4.18%
Jun 30, 2026	CHOREO, LLC	0.09%	3.69K	413.74K	0	0
Jun 30, 2026	MORGAN STANLEY	8.05%	289.76K	32.47M	-2.56K	-0.87%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	8.38%	301.76K	33.81M	-2.5K	-0.82%
Jun 30, 2026	RMG WEALTH MANAGEMENT LLC	36.84%	1.33M	86.93M	1.33M	+100.00%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.19%	8.15K	795.09K	-998	-10.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	10.08K	983.63K	279	+2.85%
Mar 31, 2026	LEUTHOLD GROUP, LLC	0.28%	11.78K	1.15M	2.2K	+22.97%
Mar 31, 2026	NILSINE PARTNERS, LLC	0.32%	13.69K	1.48M	13.69K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.32%	13.82K	1.35M	-171	-1.22%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	0.11%	4.78K	466.68K	2	+0.04%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.12%	4.91K	478.94K	2.22K	+82.49%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	4.99K	486.47K	-730	-12.77%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.33%	14.18K	1.38M	532	+3.90%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.68%	28.93K	2.82M	2	+0.01%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.15%	48.96K	4.78M	-24.69K	-33.53%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.41%	60.15K	5.87M	20.31K	+50.97%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.5%	63.96K	6.24M	32.79K	+105.18%
Mar 31, 2026	ROYAL BANK OF CANADA	2.12%	90.25K	8.81M	68.15K	+308.44%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.1%	3.95K	385.67K	-778	-16.44%
Mar 31, 2026	MORGAN STANLEY	6.86%	292.32K	28.52M	190.91K	+188.26%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.14%	5.88K	573.84K	5.88K	+100.00%
Mar 31, 2026	ELM3 FINANCIAL GROUP, LLC	0.14%	6.02K	587.68K	299	+5.22%
Mar 31, 2026	JANE STREET GROUP, LLC	0.15%	6.38K	622.81K	3.04K	+90.94%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.1%	4.11K	401K	4.11K	+100.00%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	0.13%	5.5K	536.6K	692	+14.39%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	5.63K	548.96K	-1.49K	-20.96%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.2%	8.46K	825.08K	2.51K	+42.31%
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.2%	8.64K	843.34K	2.49K	+40.49%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.3%	12.61K	1.23M	-4.43K	-25.98%
Mar 31, 2026	LOOMIS SAYLES & CO L P	0.31%	13.28K	1.3M	13.28K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	19.17K	1.87M	9.12K	+90.87%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.46%	19.77K	1.93M	5.56K	+39.11%
Mar 31, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.48%	20.31K	2.18M	20.31K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.58%	24.53K	2.39M	22.18K	+941.70%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	0.59%	25.31K	2.47M	-1.15K	-4.35%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.62%	25.46K	2.48M	2.14K	+9.15%
Mar 31, 2026	HIGHPOINT ADVISOR GROUP LLC	0.68%	28.8K	2.81M	-1.25K	-4.15%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.96%	41.04K	4M	-2.04K	-4.73%
Mar 31, 2026	LPL FINANCIAL LLC	5.03%	214.27K	20.91M	39.66K	+22.71%
Mar 31, 2026	EQUITABLE TRUST CO	0.06%	2.57K	250.47K	2.57K	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.64K	257.13K	0	0
Mar 31, 2026	WELLINGTON SHIELDS & CO., LLC	0.07%	2.8K	273.31K	2.8K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.07%	2.84K	277K	-879	-23.65%
Mar 31, 2026	NORTHWEST FINANCIAL ADVISORS	0.07%	2.85K	278.47K	0	0
Mar 31, 2026	PFG INVESTMENTS, LLC	0.07%	2.97K	290.07K	1	+0.03%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.07%	3.04K	296.62K	3.04K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.08%	3.22K	314.64K	-3	-0.09%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.08%	3.31K	322.48K	3.31K	+100.00%
Mar 31, 2026	FOCUS FINANCIAL NETWORK, INC.	0.08%	3.4K	331.55K	911	+36.63%
Mar 31, 2026	CARR FINANCIAL GROUP CORP	0.08%	3.42K	333.47K	801	+30.61%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.09%	3.62K	359.86K	0	0
Mar 31, 2026	UBS GROUP AG	0.38%	16.2K	1.58M	-1.37K	-7.79%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.12%	5.11K	498.89K	-391	-7.10%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	7.14%	304.26K	29.69M	295.38K	+3,327.12%
Mar 31, 2026	FMR LLC	0.14%	5.92K	577.71K	1.1K	+22.89%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.15%	6.41K	625.52K	6.41K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	17.24K	1.68M	7.16K	+71.13%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.87%	37.2K	3.57M	7.74K	+26.25%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.84%	121.03K	11.81M	56.26K	+86.87%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.99%	127.43K	12.43M	65.37K	+105.32%
Mar 31, 2026	CHOREO, LLC	0.09%	3.69K	360.25K	0	0
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.09%	3.87K	377.87K	3.87K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.11%	4.63K	451.28K	473	+11.39%
Mar 31, 2026		0.11%	4.71K	459.85K	3.56K	+309.11%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.16%	6.74K	657.74K	0	0
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.17%	7.35K	717.16K	7.35K	+100.00%
Mar 31, 2026	IBEX WEALTH ADVISORS	0.17%	7.45K	726.52K	7.45K	+100.00%
Mar 31, 2026	MARINER, LLC	0.18%	7.72K	752.97K	-43	-0.55%
Mar 31, 2026	DAVENPORT & CO LLC	0.23%	9.83K	959.33K	-7.26K	-42.48%
Dec 31, 2025		0.03%	1.15K	106.67K	1.15K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	1.2K	111.39K	283	+30.76%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.5K	138.89K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	2.36K	218.05K	-2.28K	-49.23%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	4.73K	438.07K	-230	-4.64%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.07%	2.49K	230.28K	-1.18K	-32.12%
Dec 31, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	2.63K	243.49K	2.63K	+100.00%
Dec 31, 2025	CARR FINANCIAL GROUP CORP	0.07%	2.62K	242.28K	-978	-27.20%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	2.64K	244K	0	0
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	2.69K	249.09K	248	+10.16%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.08%	2.88K	266.66K	0	0
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.08%	2.94K	271.77K	0	0
Dec 31, 2025	NORTHWEST FINANCIAL ADVISORS	0.08%	2.85K	264.25K	0	0
Dec 31, 2025	PFG INVESTMENTS, LLC	0.08%	2.97K	275.19K	1	+0.03%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	3.23K	298.8K	-3	-0.09%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.1%	3.62K	367.28K	3.62K	+100.00%
Dec 31, 2025	CHOREO, LLC	0.1%	3.69K	346.54K	0	0
Dec 31, 2025	FULCRUM EQUITY MANAGEMENT	0.1%	3.72K	344.07K	-7.15K	-65.79%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.1%	4.25K	393K	4.25K	+100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.11%	4.15K	384.45K	361	+9.52%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.12%	4.81K	445.17K	1.26K	+35.55%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	4.78K	442.72K	1	+0.02%
Dec 31, 2025	ROYAL BANK OF CANADA	0.54%	22.1K	2.05M	-15.93K	-41.90%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.72%	29.46K	2.73M	9.37K	+46.63%
Dec 31, 2025	COMERICA BANK	0.01%	530	49.07K	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	586	54.26K	-542	-48.05%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.02%	595	55.12K	24	+4.20%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.34%	13.99K	1.29M	-111	-0.79%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.42%	17.04K	1.58M	5	+0.03%
Dec 31, 2025	DAVENPORT & CO LLC	0.45%	17.09K	1.58M	-147	-0.85%
Dec 31, 2025	UBS GROUP AG	0.43%	17.57K	1.63M	-48.47K	-73.40%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.49%	20K	1.85M	0	0
Dec 31, 2025	GREAT DIAMOND PARTNERS, LLC	0.68%	26.46K	2.45M	-142	-0.53%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.74%	28.93K	2.68M	-26	-0.09%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.98%	39.84K	3.69M	-87	-0.22%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.14%	43.08K	3.99M	-170	-0.39%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.89%	73.65K	6.82M	9.18K	+14.24%
Dec 31, 2025	MORGAN STANLEY	2.49%	101.41K	9.39M	-5.98K	-5.57%
Dec 31, 2025	LPL FINANCIAL LLC	4.48%	174.62K	16.17M	-46.73K	-21.11%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.52%	62.06K	5.75M	1.41K	+2.32%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.59%	64.77K	6M	8.25K	+14.60%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	3.72K	344K	539	+16.97%
Dec 31, 2025	KKM FINANCIAL LLC	0.09%	3.65K	338.05K	-192	-5.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.09%	3.34K	309.53K	1K	+42.92%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.14%	5.5K	509.57K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	13.65K	1.26M	668	+5.15%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.08%	3.23K	298.7K	0	0
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.17%	6.74K	624.15K	6.74K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.77%	31.17K	2.89M	8.8K	+39.35%
Dec 31, 2025	FMR LLC	0.12%	4.82K	446.14K	-28	-0.58%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	5.57K	538.94K	-52	-0.93%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.15%	5.72K	529.26K	-4.24K	-42.57%
Dec 31, 2025	ELM3 FINANCIAL GROUP, LLC	0.15%	5.72K	529.99K	5.72K	+100.00%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.15%	6.15K	569.62K	6.15K	+100.00%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.16%	5.94K	550.17K	5.94K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.18%	7.12K	659.02K	-449	-5.93%
Dec 31, 2025	MARINER, LLC	0.2%	7.76K	718.5K	3	+0.04%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	8.88K	822.02K	-4.99K	-35.96%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	9.8K	907.61K	55	+0.56%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.24%	9.15K	846.94K	1.64K	+21.83%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	10.07K	932.53K	1.11K	+12.34%
Dec 31, 2025	LEUTHOLD GROUP, LLC	0.25%	9.58K	887.01K	9.58K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	10.04K	930K	499	+5.23%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	23.32K	2.16M	-1.98K	-7.81%
Dec 31, 2025	COLONIAL TRUST CO / SC	0.02%	793	73.42K	0	0
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	3.23K	308.42K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	2.64K	251.94K	-995	-27.41%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.07%	2.44K	233.46K	2.44K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.06%	2.34K	223.62M	2.34K	+100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.06%	2.34K	223.52K	-8.67K	-78.77%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.62%	60.65K	5.8M	53.54K	+752.24%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.06%	39.93K	3.82M	-992	-2.42%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.26%	9.75K	932K	1.02K	+11.70%
Sep 30, 2025	ROYAL BANK OF CANADA	1.01%	38.03K	3.64M	7.05K	+22.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.09%	3.23K	308.74K	31	+0.97%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.5K	143.41K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.03%	1.13K	107.84K	542	+92.49%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	920	88K	0	0
Sep 30, 2025	FRANKLIN RESOURCES INC	0.02%	811	77.53K	1	+0.12%
Sep 30, 2025	COLONIAL TRUST CO / SC	0.02%	793	75.81K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.02%	571	54.55K	-284	-33.22%
Sep 30, 2025	COPIA WEALTH MANAGEMENT	0.01%	478	45.7K	478	+100.00%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	387	37K	0	0
Sep 30, 2025	CROWLEY WEALTH MANAGEMENT, INC.	0.01%	307	29.3K	0	0
Sep 30, 2025	PETERSON WEALTH SERVICES	0.01%	267	382	263	+6,575.00%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.01%	250	23.9K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	200	19.12K	0	0
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.01%	200	19.12K	200	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	155	14.83K	0	0
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0%	127	12.14K	0	0
Sep 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	125	11.95K	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	3.18K	304K	566	+21.68%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.08%	2.97K	284.07K	-311	-9.48%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	2.88K	275.34K	-5.35K	-65.00%
Sep 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.08%	2.85K	272.85K	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.08%	2.94K	280.58K	0	0
Sep 30, 2025	FULCRUM EQUITY MANAGEMENT	0.29%	10.86K	1.04M	10.86K	+100.00%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.24%	9.03K	863.35K	-46	-0.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	8.97K	857.14K	-75	-0.83%
Sep 30, 2025	MARINER, LLC	0.21%	7.76K	741.59K	2.46K	+46.33%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	4.96K	474.3K	0	0
Sep 30, 2025	FMR LLC	0.13%	4.85K	463.31K	50	+1.04%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	4.78K	456.96K	1	+0.02%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	4.64K	443.5K	1.67K	+56.25%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.72%	64.47K	6.16M	11.93K	+22.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.51%	56.51K	5.4M	3.49K	+6.59%
Sep 30, 2025	LPL FINANCIAL LLC	5.9%	221.35K	21.16M	59.84K	+37.05%
Sep 30, 2025	MORGAN STANLEY	2.86%	107.38K	10.27M	9.35K	+9.54%
Sep 30, 2025	UBS GROUP AG	1.76%	66.04K	6.31M	46.64K	+240.43%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.15%	43.25K	4.13M	511	+1.20%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.77%	28.96K	2.77M	-390	-1.33%
Sep 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.71%	26.6K	2.54M	-138	-0.52%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	25.3K	2.42M	-891	-3.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.6%	22.37K	2.14M	2.44K	+12.24%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.54%	20.09K	1.89M	8.17K	+68.51%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.53%	20K	1.91M	14.2K	+244.83%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	17.03K	1.63M	-1.82K	-9.65%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	12.98K	1.2M	294	+2.32%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	7.57K	723.47K	1.75K	+30.06%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.2%	7.51K	717.83K	1.26K	+20.17%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	5.62K	526.74K	5.62K	+100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	5.5K	526.16K	0	0
Sep 30, 2025	KKM FINANCIAL LLC	0.1%	3.84K	367.4K	0	0
Sep 30, 2025	SIGMA PLANNING CORP	0.1%	3.79K	362.45K	1.15K	+43.27%
Sep 30, 2025	CHOREO, LLC	0.1%	3.69K	352.98K	0	0
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.1%	3.66K	350.29K	502	+15.88%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.1%	3.62K	345.7K	-68	-1.85%
Sep 30, 2025	CARR FINANCIAL GROUP CORP	0.1%	3.6K	343.65K	-54	-1.48%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.09%	3.55K	339.1K	3.55K	+100.00%
Sep 30, 2025	DAVENPORT & CO LLC	0.46%	17.24K	1.65M	-24	-0.14%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.38%	14.1K	1.35M	14.1K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.37%	13.86K	1.33M	8.12K	+141.16%
Sep 30, 2025	GUERRA ADVISORS INC	0.34%	12.84K	1.23M	12.84K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.27%	9.95K	951.56K	6.56K	+193.43%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.25%	9.54K	912K	-671	-6.57%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.01%	250	20.09K	0	0
Jun 30, 2025	ADVISORS PREFERRED, LLC	0.01%	318	25.85K	318	+100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	387	31.1K	0	0
Jun 30, 2025	PRIVATE TRUST CO NA	0.02%	586	47.08K	0	0
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.02%	660	53.05K	660	+100.00%
Jun 30, 2025	COLONIAL TRUST CO / SC	0.02%	793	63.72K	793	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.02%	855	68.69K	-59	-6.46%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	920	73.95M	920	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	19.93K	1.6M	-6.13K	-23.52%
Jun 30, 2025	GREAT DIAMOND PARTNERS, LLC	0.71%	26.74K	2.15M	-435	-1.60%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.78%	29.35K	2.36M	-562	-1.88%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	4.78K	383.95K	4	+0.08%
Jun 30, 2025	FMR LLC	0.13%	4.8K	385.36K	-144	-2.92%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.14%	42.73K	3.43M	-113	-0.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.4%	52.54K	4.22M	-5.7K	-9.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.41%	53.02K	4.26M	-165.62K	-75.75%
Jun 30, 2025	EVERMAY WEALTH MANAGEMENT LLC	0%	125	10.04K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.08%	3.07K	246.99M	-22.37K	-87.92%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	8.23K	661.19M	-38.98K	-82.57%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.09%	3.28K	263.69K	-48	-1.44%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	4.96K	398.59K	-456	-8.42%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	8.73K	701K	-1.79K	-17.00%
Jun 30, 2025	MARINER, LLC	0.14%	5.3K	425.93K	265	+5.26%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.15%	5.5K	442.2K	-219	-3.83%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.09%	3.39K	272.52K	-1.3K	-27.65%
Jun 30, 2025	CHOREO, LLC	0.1%	3.69K	296.65K	0	0
Jun 30, 2025	KKM FINANCIAL LLC	0.1%	3.84K	308.78K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	5.75K	461.94K	-1.18K	-17.04%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	9.04K	726.47K	2.43K	+36.69%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.29%	11.01K	884.8K	89	+0.81%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	11.92K	961.7K	1.37K	+12.98%
Jun 30, 2025	DAVENPORT & CO LLC	0.46%	17.27K	1.39M	521	+3.11%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.5%	18.85K	1.51M	-1.97K	-9.44%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.7%	26.19K	2.1M	-3.69K	-12.35%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	5.8K	466.02K	-9.2K	-61.33%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.16%	5.82K	468K	840	+16.87%
Jun 30, 2025	ROYAL BANK OF CANADA	0.83%	30.98K	2.49M	9.32K	+43.02%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	1.35%	50.8K	4.08M	6.54K	+14.78%
Jun 30, 2025	MORGAN STANLEY	2.61%	98.04K	7.88B	-14.25K	-12.69%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	3.44K	275.96K	-31	-0.89%
Jun 30, 2025	HOWE & RUSLING INC	0%	90	7.23K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	56	4.5K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.09%	40.92K	3.29M	-21.63K	-34.58%
Jun 30, 2025	NORTHWEST FINANCIAL ADVISORS	0.08%	2.85K	229.32K	2.85K	+100.00%
Jun 30, 2025	SIGMA PLANNING CORP	0.07%	2.65K	212.57K	2.65K	+100.00%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.24%	9.08K	729.32K	-1.73K	-16.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.63K	291.69K	0	0
Jun 30, 2025	CARR FINANCIAL GROUP CORP	0.1%	3.65K	293.16K	-1.62K	-30.69%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.1%	3.68K	296.01K	-192	-4.95%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	10.21K	821K	-2.63K	-20.50%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	12.69K	1.02M	-1.02K	-7.46%
Jun 30, 2025	UBS GROUP AG	0.52%	19.4K	1.56M	-169	-0.86%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.17%	6.25K	502.04K	940	+17.71%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.18%	6.86K	550.79K	-5.02K	-42.28%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	7.12K	571.84K	-405	-5.38%
Jun 30, 2025	LPL FINANCIAL LLC	4.31%	161.51K	12.98M	-45.7K	-22.05%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.04%	1.5K	120.52K	1.5K	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	2.61K	210K	2.61K	+100.00%
Jun 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.07%	2.63K	211.26K	2.63K	+100.00%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.08%	2.94K	235.8K	2.94K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	2.97K	238.56K	-14.86K	-83.35%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.08%	3.16K	254.06K	115	+3.77%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.09%	3.2K	257.03K	-169	-5.02%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.09%	3.23K	259.21K	-2.49K	-43.59%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0%	127	10.2K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	155	12.46K	0	0
Jun 30, 2025		0.01%	307	24.63K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.58%	21.66K	1.46M	-106.69K	-83.12%
Mar 31, 2025	CITADEL ADVISORS LLC	0.68%	25.44K	1.71M	25.44K	+100.00%
Mar 31, 2025	IBEX WEALTH ADVISORS	0.29%	10.81K	727.59K	-678	-5.90%
Mar 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.1%	3.88K	260.97K	366	+10.43%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.16%	5.94K	400K	5.94K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	6.61K	445.33K	-13.13K	-66.50%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	0.48%	17.91K	1.21M	3.79K	+26.82%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.26%	47.21K	3.18M	44.33K	+1,539.13%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.63K	244.43K	0	0
Mar 31, 2025	KKM FINANCIAL LLC	0.1%	3.84K	258.75K	-2.22K	-36.59%
Mar 31, 2025	JANE STREET GROUP, LLC	0.12%	4.41K	297.2K	1.22K	+37.98%
Mar 31, 2025	DAVENPORT & CO LLC	0.45%	16.74K	1.13M	77	+0.46%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.13%	4.69K	315.61K	-1.96K	-29.47%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.13%	4.78K	321.5K	1	+0.02%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.13%	4.98K	335K	1.38K	+38.35%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.18%	6.93K	466.62K	-449.75K	-98.48%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	7.52K	506.46K	3.02K	+67.12%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	10.51K	708K	38	+0.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	26.06K	1.75M	-154.23K	-85.54%
Mar 31, 2025	GREAT DIAMOND PARTNERS, LLC	0.72%	27.17K	1.83M	695	+2.62%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.48%	17.83K	1.2M	13.19K	+284.43%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.8%	29.88K	2.01M	-4.43K	-12.91%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.8%	29.91K	2.01M	447	+1.52%
Mar 31, 2025	TRUIST FINANCIAL CORP	1.14%	42.85K	2.88M	-18	-0.04%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	1.18%	44.25K	2.98M	44.25K	+100.00%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.55%	58.24K	3.92M	-3.17K	-5.16%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.67%	62.55K	4.21M	-31.99K	-33.84%
Mar 31, 2025	MARINER, LLC	0.13%	5.04K	339.07K	-2.2K	-30.36%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.28%	10.55K	709.67K	1.69K	+19.05%
Mar 31, 2025	HRT FINANCIAL LP	0.3%	11.22K	755K	11.22K	+100.00%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.4%	15K	1.01M	15K	+100.00%
Mar 31, 2025	MORGAN STANLEY	2.99%	112.29K	7.56M	-235.9K	-67.75%
Mar 31, 2025	LPL FINANCIAL LLC	5.53%	207.2K	13.95M	-29.64K	-12.51%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	12.85K	865K	-6.72K	-34.36%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	13.71K	923.31K	-2.96K	-17.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.83%	218.64K	14.72M	-834.1K	-79.23%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.32%	11.88K	799.61K	-210	-1.74%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.14%	5.4K	363.65K	5.4K	+100.00%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.14%	5.31K	357.37K	490	+10.17%
Mar 31, 2025	UBS GROUP AG	0.52%	19.57K	1.32M	-28.54K	-59.32%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.56%	20.82K	1.4M	2.43K	+13.24%
Mar 31, 2025	FMR LLC	0.13%	4.94K	332.62K	-303	-5.78%
Mar 31, 2025	CHOREO, LLC	0.1%	3.69K	248.59K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.09%	3.37K	226.74K	-39.81K	-92.20%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	3.47K	233.37K	-5.6K	-61.77%
Mar 31, 2025	CARR FINANCIAL GROUP CORP	0.14%	5.27K	354.48K	-368	-6.53%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	5.42K	364.22K	333	+6.55%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.15%	5.72K	385.08K	2.49K	+77.28%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.15%	5.72K	385.3K	185	+3.34%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.29%	10.92K	734.46K	10.92K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	18.11K	1.36M	-6.09K	-25.18%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.08%	2.93K	219.3K	2.93K	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.08%	3.14K	235K	-40	-1.26%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.09%	3.23K	241.5K	-2.51K	-43.78%
Mar 31, 2024	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.09%	3.5K	262.01K	0	0
Mar 31, 2024	FOCUS FINANCIAL NETWORK, INC.	0.09%	3.51K	236.46K	3.51K	+100.00%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.1%	3.63K	271.95K	3.63K	+100.00%
Mar 31, 2024	CHOREO, LLC	0.1%	3.67K	275.04K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	3.73K	279.47K	1.1K	+41.67%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.11%	4.13K	309.32K	4.13K	+100.00%
Mar 31, 2024	PRIVATE ADVISORY GROUP LLC	0.11%	4.22K	315.83K	-368	-8.02%
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.14%	5.17K	386.84K	2	+0.04%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	5.29K	396.23K	0	0
Mar 31, 2024	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.14%	5.31K	392.45K	-490	-8.45%
Mar 31, 2024	WESTERN FINANCIAL CORP/CA	0.15%	5.44K	407.06K	-1.05K	-16.22%
Mar 31, 2024	KKM FINANCIAL LLC	0.15%	5.73K	428.65K	0	0
Mar 31, 2024	MARINER, LLC	0.16%	5.99K	448.49K	385	+6.87%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.16%	6.14K	459.88K	-16.45K	-72.80%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.19%	7.02K	525.52K	-200	-2.77%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.2%	7.49K	560.63K	3.56K	+90.51%
Mar 31, 2024	CARR FINANCIAL GROUP CORP	0.2%	7.68K	574.58K	-3.27K	-29.84%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.25%	9.39K	702.83K	98	+1.05%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.25%	9.4K	704K	9.4K	+100.00%
Mar 31, 2024	MORGAN STANLEY	5.87%	220K	16.47M	25.8K	+13.28%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	12.59%	472.02K	35.34M	-111.95K	-19.17%
Mar 31, 2024	FMR LLC	0.1%	3.58K	268.09K	769	+27.35%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.24%	8.86K	662.96K	-3.03K	-25.49%
Mar 31, 2024	DAVENPORT & CO LLC	0.4%	15.15K	1.13M	53	+0.35%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	15.42K	1.15M	11.18K	+263.07%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.41%	15.55K	1.16M	191	+1.24%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	16.36K	1.22M	16.36K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.57%	21.44K	1.68M	-12.27K	-36.40%
Mar 31, 2024	NILSINE PARTNERS, LLC	0.6%	22.54K	1.69M	-1.54K	-6.41%
Mar 31, 2024	GREAT DIAMOND PARTNERS, LLC	0.77%	28.75K	2.15M	51	+0.18%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.81%	30.19K	2.26M	-417	-1.36%
Mar 31, 2024	CITADEL ADVISORS LLC	0.17%	6.39K	478.58K	-3.8K	-37.31%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.26%	9.72K	727.96K	6.43K	+195.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	11.65K	871.89K	-748	-6.03%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.32%	12.03K	900.64K	52	+0.43%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.32%	12.09K	904.76K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	1.14%	42.73K	3.2M	-298	-0.69%
Mar 31, 2024	UBS GROUP AG	1.14%	42.85K	3.21M	-1.21K	-2.74%
Mar 31, 2024	TRUIST FINANCIAL CORP	1.17%	43.9K	3.29M	-1.23K	-2.72%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.23%	46.2K	3.46M	-9.32K	-16.79%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	2%	75.11K	5.62M	-20	-0.03%
Mar 31, 2024	SMI ADVISORY SERVICES, LLC	2.08%	77.97K	5.69M	77.97K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.77%	103.69K	7.76M	2.5K	+2.47%
Mar 31, 2024	ROYAL BANK OF CANADA	3.97%	148.92K	11.15M	-8.8K	-5.58%
Mar 31, 2024	LPL FINANCIAL LLC	4.59%	172.06K	12.88M	2.71K	+1.60%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	11.95%	448.12K	33.54M	-62.82K	-12.29%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	195	14.6K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	200	15K	0	0
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.01%	250	18.72K	0	0
Mar 31, 2024	FINTRUST CAPITAL ADVISORS, LLC	0.01%	275	20.59K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	300	22.46K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.01%	444	33.24K	-240	-35.09%
Mar 31, 2024	PRIVATE TRUST CO NA	0.02%	586	43.87K	37	+6.74%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.02%	742	55.55K	742	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	2.25K	168.33K	495	+28.22%
Mar 31, 2024	NORTHWEST FINANCIAL ADVISORS	0.08%	2.85K	213.65K	0	0
Dec 31, 2023	UBS GROUP AG	1.19%	44.06K	2.78M	5.94K	+15.57%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.16%	43.03K	2.72M	-340	-0.78%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.91%	33.71K	2.13M	1.18K	+3.63%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.82%	30.61K	1.93M	-2.32K	-7.04%
Dec 31, 2023	GREAT DIAMOND PARTNERS, LLC	0.77%	28.7K	1.81M	49	+0.17%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	24.2K	1.53M	2.41K	+11.07%
Dec 31, 2023	NILSINE PARTNERS, LLC	0.65%	24.08K	1.52M	-88	-0.36%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.61%	22.59K	1.43M	-6.07K	-21.19%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.42%	15.6K	984.86K	-1.29K	-7.65%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.41%	15.36K	969.21K	-885	-5.45%
Dec 31, 2023	DAVENPORT & CO LLC	0.41%	15.1K	952.9K	4.99K	+49.43%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.33%	12.4K	781.44K	-30.89K	-71.36%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.33%	12.09K	762.87K	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.32%	11.98K	756.11K	-5.89K	-32.97%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	11.96K	755K	39	+0.33%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	0.32%	11.89K	750.27K	-6.65K	-35.86%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	2.64K	166.34K	-1K	-27.51%
Dec 31, 2023	CARR FINANCIAL GROUP CORP	0.29%	10.94K	690.56K	-36	-0.33%
Dec 31, 2023	CITADEL ADVISORS LLC	0.27%	10.2K	643.64K	1.11K	+12.19%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.25%	9.29K	586.47K	1.03K	+12.47%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.19%	7.22K	455.73K	-820	-10.20%
Dec 31, 2023	SECURE ASSET MANAGEMENT, LLC	0.19%	7.03K	443.67K	-108	-1.51%
Dec 31, 2023	FMR LLC	0.08%	2.81K	177.51K	-1	-0.04%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.09%	3.18K	200K	3.18K	+100.00%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.09%	3.29K	207.89K	-4.48K	-57.64%
Dec 31, 2023	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.09%	3.5K	220.92K	3.5K	+100.00%
Dec 31, 2023	CHOREO, LLC	0.1%	3.67K	231.9K	3.67K	+100.00%
Dec 31, 2023	WALLEYE CAPITAL LLC	0.11%	3.93K	248.13K	3.93K	+100.00%
Dec 31, 2023	PRIVATE ADVISORY GROUP LLC	0.12%	4.59K	289.53K	4.59K	+100.00%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.14%	5.17K	326.06K	4	+0.08%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	5.29K	334.09K	333	+6.71%
Dec 31, 2023	WESTERN FINANCIAL CORP/CA	0.17%	6.49K	409.74K	-359	-5.24%
Dec 31, 2023	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.16%	5.8K	366.22K	-1.21K	-17.21%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.15%	5.74K	362.21K	-2.07K	-26.51%
Dec 31, 2023		0.08%	2.85K	180.14K	2.85K	+100.00%
Dec 31, 2023	ACTIVEST WEALTH MANAGEMENT	0.02%	600	37.87K	600	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	684	43.17K	-890	-56.54%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.75K	108.22K	334	+23.52%
Dec 31, 2023	MARINER, LLC	0.15%	5.61K	353.85K	-259	-4.42%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	13.76%	510.94K	32.25M	-12.85K	-2.45%
Dec 31, 2023	MORGAN STANLEY	5.23%	194.2K	12.26M	-20.47K	-9.53%
Dec 31, 2023	LPL FINANCIAL LLC	4.56%	169.36K	10.69M	-6K	-3.42%
Dec 31, 2023	ROYAL BANK OF CANADA	4.25%	157.71K	9.95M	-19.17K	-10.84%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.73%	101.2K	6.39M	-970	-0.95%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.02%	75.13K	4.74M	-8.63K	-10.30%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	15.73%	583.97K	36.86M	24.67K	+4.41%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.5%	55.52K	3.5M	1.11K	+2.03%
Dec 31, 2023	TRUIST FINANCIAL CORP	1.22%	45.13K	2.85M	2.08K	+4.83%

Frequently Asked Questions