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

Who are the major shareholders selling Invesco Aerospace & Defense ETF stock?

INVESTMENT MANAGEMENT CORP /VA/ /ADV, in the last quarter, reduced its stake in PPA by -43.84% restricting it's holding to 49.3 thousand shares of worth nearly $8.71M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also lessened -7.05% of the PPA shares from its portfolio, reducing its holding to 44.22 thousand shares of worth $7.81M. MAI CAPITAL MANAGEMENT also shunned PPA shares holding by -1.22% last quarter which brought its holding to 213.6 thousand shares worth $37.73M.

Investors who are buying PPA stock?

As per its latest 13F filing, CMH WEALTH MANAGEMENT LLC increased its stake in PPA by 3.63% in the last quarter. The institutional holder raised its holding to 43.05 thousand shares having worth more than $7.60M. MODERN WEALTH MANAGEMENT, LLC also added 56.49% more shares of PPA to its portfolio, raising its holding to 196.59 thousand shares of worth $34.73M. KPP ADVISORY SERVICES LLC also increased its PPA shares holding by 16.13% which brought its holding to 50.97 thousand shares worth $9.00M.

PPA's major insiders: who are they?

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

Did an insider recently sell PPA stock?

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

Which insider recently purchased PPA stock?

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

How much of PPA does insiders own?

Around 0 Invesco Aerospace & Defense ETF shares are held by insiders, which represents about N/A of PPA stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PPA?

CMH WEALTH MANAGEMENT LLC is the largest institutional owner in PPA which holds 43.05 thousand shares worth $7.60M or 0.09% of the total PPA shares outstanding followed by KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD with ownership of 166.18 thousand shares representing 0.35% of the PPA ownership. MODERN WEALTH MANAGEMENT, LLC is the third largest stakeholder with 196.59 thousand shares or 0.42% of the ownership worth more than $34.73M.

Is Invesco Aerospace & Defense 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 PPA is concerned, it is a stock which is optionable.

Is there a short position on PPA's shares?

Number of PPA 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 PPA shares are there?

As of today, null shares of PPA are outstanding.

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

PPA 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 PPA is null.

Invesco Aerospace & Defense ETF (PPA) 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. CMH WEALTH MANAGEMENT LLC is the top corporate investor, holding 43.05K shares valued at $7.60M. A 0.09% stake in Invesco Aerospace & Defense ETF is owned by the company. KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD owns 166.18K shares valued at $29.36M, which translates its holding of 0.35% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CMH WEALTH MANAGEMENT LLC	0.09%	43.05K	7.6M	1.51K	+3.63%
Jun 30, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.35%	166.18K	29.36M	0	0
Jun 30, 2026	MODERN WEALTH MANAGEMENT, LLC	0.42%	196.59K	34.73M	70.97K	+56.49%
Jun 30, 2026	KPP ADVISORY SERVICES LLC	0.11%	50.97K	9M	7.08K	+16.13%
Jun 30, 2026	DETALUS ADVISORS, LLC	0.11%	51.51K	9.1M	8.24K	+19.05%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.28%	130.7K	23.09M	16.48K	+14.43%
Jun 30, 2026	BNP PARIBAS ARBITRAGE, SNC	0.17%	80.01K	14.13M	79.99K	+533,266.67%
Jun 30, 2026	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.1%	49.3K	8.71M	-38.48K	-43.84%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	44.22K	7.81M	-3.35K	-7.05%
Jun 30, 2026		0.18%	85.92K	15.18M	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.43%	205.12K	36.24M	4.16K	+2.07%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.45%	213.6K	37.73M	-2.63K	-1.22%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.56%	265.17K	45.49M	36.67K	+16.05%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.6%	284.56K	50.28M	17.8K	+6.67%
Jun 30, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.72%	340.58K	60.16M	15.24K	+4.68%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.25%	594.36K	104.99M	66.42K	+12.58%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.39%	657.17K	115.8M	99.96K	+17.94%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.58%	749.9K	132.47M	12.92K	+1.75%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.13%	59.75K	10.55M	6.93K	+13.11%
Jun 30, 2026	PACHIRA INVESTMENTS INC.	0.13%	59.75K	10.55M	16.71K	+38.81%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	60.67K	10.72M	-1.13K	-1.82%
Jun 30, 2026	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.13%	61.17K	10.8M	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.13%	61.77K	10.69M	11.35K	+22.50%
Jun 30, 2026	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.13%	63.64K	11.24M	64	+0.10%
Jun 30, 2026	ADAPT WEALTH ADVISORS, LLC	0.15%	70.75K	12.5M	-210	-0.30%
Jun 30, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.16%	73.62K	13.01M	3.12K	+4.42%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.16%	74.04K	13.08M	-70.19K	-48.66%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.16%	75.03K	13.25M	-456	-0.60%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	75.11K	13.27M	-40.3K	-34.92%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.3%	141.54K	25M	12.92K	+10.04%
Jun 30, 2026	COLONY GROUP, LLC	0.26%	122.24K	21.59M	5.01K	+4.27%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.27%	129.19K	22.82M	-270.5K	-67.68%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.29%	136.78K	24.16M	-3.94K	-2.80%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.3%	140.04K	24.74M	28.23K	+25.25%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.35%	164.2K	29.01M	10.48K	+6.82%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.18%	83.26K	14.71M	38	+0.05%
Jun 30, 2026	EFG INTERNATIONAL AG	0.18%	85.92K	15.18M	0	0
Jun 30, 2026	ASSETMARK, INC	0.19%	90.94K	16.06M	21.96K	+31.84%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.21%	99.5K	17.58M	4.44K	+4.67%
Jun 30, 2026	SEARCY FINANCIAL SERVICES INC /ADV	0.22%	104.83K	18.52M	-1.04K	-0.99%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.22%	106.28K	18.77M	1.06K	+1.01%
Jun 30, 2026	PRESIDIO CAPITAL MANAGEMENT, LLC	0.25%	117.6K	20.77M	32.17K	+37.65%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.25%	117.81K	20.81M	26.64K	+29.22%
Jun 30, 2026	PROSPERITY CONSULTING GROUP, LLC	0.13%	59.54K	10.52M	-785	-1.30%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	16.4%	7.77M	1.37B	348.81K	+4.70%
Jun 30, 2026	MIRAMONTES CAPITAL, LLC	0.23%	107.23K	18.94M	209	+0.20%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.41%	193.03K	34.1M	64.45K	+50.13%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	210.37K	37.16M	6.65K	+3.27%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.51%	241.11K	42.59M	20.1K	+9.10%
Jun 30, 2026	MEITAV INVESTMENT HOUSE LTD	0.54%	256.98K	45.39M	-18.5K	-6.72%
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.7%	329.92K	58.28M	-2.72K	-0.82%
Jun 30, 2026	AXXCESS WEALTH MANAGEMENT, LLC	0.71%	336.79K	59.49M	336.79K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.78%	368.68K	65.13M	16.15K	+4.58%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.01%	480.27K	84.84M	-11.06K	-2.25%
Jun 30, 2026	UBS GROUP AG	1.69%	798.87K	141.12M	-12.28K	-1.51%
Jun 30, 2026	LPL FINANCIAL LLC	4.14%	1.96M	346.34M	-6.24K	-0.32%
Jun 30, 2026	MORGAN STANLEY	4.72%	2.24M	394.87M	67.03K	+3.09%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	165.74K	29.28M	-23.65K	-12.49%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.35%	167.45K	29.58M	3.14K	+1.91%
Jun 30, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.08%	36.52K	6.45M	-7.07K	-16.22%
Jun 30, 2026	KOVACK ADVISORS, INC.	0.08%	37.6K	6.65M	-5.05K	-11.83%
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.08%	38.59K	6.76M	-3.39K	-8.07%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.08%	38.63K	6.82M	-1.78K	-4.41%
Jun 30, 2026	UNITING WEALTH PARTNERS, LLC	0.09%	40.28K	7.12M	-696	-1.70%
Jun 30, 2026	WEDBUSH SECURITIES INC	0.09%	40.84K	7.21M	-1.02K	-2.43%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.24%	114.22K	18.93M	56.44K	+97.69%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	61.79K	10.24M	7.13K	+13.03%
Mar 31, 2026	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.19%	87.78K	14.54M	-1.35K	-1.51%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.19%	91.17K	15.11M	8.84K	+10.74%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.24%	115.4K	19.12M	38.23K	+49.53%
Mar 31, 2026	COLONY GROUP, LLC	0.25%	117.23K	19.42M	11.43K	+10.80%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.27%	125.62K	21.31M	35.47K	+39.34%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.27%	128.63K	20.17M	12.38K	+10.65%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.3%	140.71K	23.32M	16.05K	+12.88%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.57%	266.75K	44.21M	44.51K	+20.03%
Mar 31, 2026	CAPITAL ASSET ADVISORY SERVICES LLC	0.69%	325.34K	57.35M	-13.42K	-3.96%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.71%	332.63K	55.12M	42.07K	+14.48%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.75%	352.53K	58.41M	47.06K	+15.41%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.85%	399.69K	66.23M	49.43K	+14.11%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.04%	491.33K	81.42M	-7.02K	-1.41%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.12%	527.94K	87.48M	79.03K	+17.61%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.17%	557.21K	92.3M	98.99K	+21.60%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.56%	736.97K	122.12M	85.45K	+13.11%
Mar 31, 2026	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.13%	61.17K	10.14M	0	0
Mar 31, 2026	HALLMARK CAPITAL MANAGEMENT INC	0.15%	70.5K	11.68M	878	+1.26%
Mar 31, 2026	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.15%	72K	11.93M	0	0
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.16%	75.49K	12.51M	321	+0.43%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.35%	164.31K	27.23M	297	+0.18%
Mar 31, 2026		0.18%	85.92K	14.24M	-2.18K	-2.47%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.09%	41.43K	6.86M	1.14K	+2.83%
Mar 31, 2026	CMH WEALTH MANAGEMENT LLC	0.09%	41.54K	6.88M	-791	-1.87%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.09%	41.86K	6.94M	5.85K	+16.23%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.09%	41.98K	6.96M	501	+1.21%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.09%	42.65K	7.12M	-437	-1.01%
Mar 31, 2026	PACHIRA INVESTMENTS INC.	0.09%	43.04K	7.13M	11.83K	+37.89%
Mar 31, 2026	DETALUS ADVISORS, LLC	0.09%	43.27K	7.17M	9.98K	+29.97%
Mar 31, 2026	SAGEGUARD FINANCIAL GROUP, LLC	0.09%	43.59K	7.22M	-10	-0.02%
Mar 31, 2026	KPP ADVISORY SERVICES LLC	0.09%	43.89K	7.27M	14.73K	+50.52%
Mar 31, 2026	QUAKER WEALTH MANAGEMENT, LLC	0.1%	46.6K	7.72M	579	+1.26%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	47.57K	7.88M	3.57K	+8.11%
Mar 31, 2026	JPMORGAN CHASE & CO	0.11%	50.42K	8.07M	7.55K	+17.60%
Mar 31, 2026	LPL FINANCIAL LLC	4.17%	1.97M	325.91M	237.8K	+13.75%
Mar 31, 2026	UBS GROUP AG	1.72%	811.15K	134.41M	26.49K	+3.38%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	144.23K	23.9M	-43.22K	-23.06%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.33%	153.73K	25.47M	88.8K	+136.75%
Mar 31, 2026	ROYAL BANK OF CANADA	0.43%	200.97K	33.3M	16.36K	+8.86%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.47%	221.01K	36.62M	16.32K	+7.97%
Mar 31, 2026	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.13%	63.57K	10.53M	-246	-0.39%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0.2%	95.06K	15.75M	4.4K	+4.86%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.22%	105.22K	17.43M	26.73K	+34.05%
Mar 31, 2026	SEARCY FINANCIAL SERVICES INC /ADV	0.22%	105.88K	17.54M	-7.02K	-6.22%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.24%	111.81K	18.53M	13.93K	+14.23%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.27%	128.58K	21.31M	-22.3K	-14.78%
Mar 31, 2026	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	0.33%	156.04K	25.85M	156.04K	+100.00%
Mar 31, 2026	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.35%	166.18K	27.54M	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.4%	189.39K	31.38M	31.14K	+19.68%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	203.72K	33.76M	17.48K	+9.39%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.46%	216.23K	35.83M	-5.75K	-2.59%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.48%	228.5K	37.56M	51.63K	+29.19%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.72%	7.42M	1.23B	-296.38K	-3.84%
Mar 31, 2026	PROSPERITY CONSULTING GROUP, LLC	0.13%	60.32K	10M	1.71K	+2.92%
Mar 31, 2026	ASSETMARK, INC	0.15%	68.97K	11.43M	68.21K	+8,939.84%
Mar 31, 2026	ADAPT WEALTH ADVISORS, LLC	0.15%	70.96K	11.76M	-2.05K	-2.81%
Mar 31, 2026	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.17%	79.82K	13.23M	79.82K	+100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.18%	83.23K	13.79M	-64	-0.08%
Mar 31, 2026	PRESIDIO CAPITAL MANAGEMENT, LLC	0.18%	85.44K	14.16M	1.76K	+2.10%
Mar 31, 2026	MEITAV INVESTMENT HOUSE LTD	0.58%	275.48K	45.65M	0	0
Mar 31, 2026	MORGAN STANLEY	4.6%	2.17M	359.28M	25.06K	+1.17%
Dec 31, 2025	LPL FINANCIAL LLC	3.83%	1.73M	270.82M	60.32K	+3.61%
Dec 31, 2025	MORGAN STANLEY	4.74%	2.14M	335.69M	27.62K	+1.31%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	158.25K	24.79M	-3.06K	-1.90%
Dec 31, 2025	PROSPERITY CONSULTING GROUP, LLC	0.13%	58.61K	9.18M	1.61K	+2.82%
Dec 31, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.19%	83.68K	13.11M	-1.1K	-1.30%
Dec 31, 2025	COLONY GROUP, LLC	0.23%	105.8K	16.57M	2.62K	+2.54%
Dec 31, 2025		0.19%	88.1K	13.8M	88.1K	+100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.08%	33.64K	5.27M	1.8K	+5.66%
Dec 31, 2025	FINANCIAL PARTNERS GROUP, INC	0.08%	34.1K	5.95M	571	+1.70%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.08%	36.01K	5.64M	2.8K	+8.43%
Dec 31, 2025	CASTLE WEALTH MANAGEMENT LLC	0.08%	36.04K	5.65M	-754	-2.05%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	37.39K	5.86M	1.79K	+5.03%
Dec 31, 2025	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.2%	89.12K	13.96M	-110	-0.12%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.2%	90.16K	14.12M	246	+0.27%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.26%	116.25K	18.21M	13.02K	+12.62%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	54.67K	8.56M	1.29K	+2.41%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.33%	150.87K	23.63M	9.92K	+7.03%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.37%	164.02K	25.69M	2.34K	+1.45%
Dec 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.37%	166.18K	26.03M	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	186.24K	29.17M	1.24K	+0.67%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.42%	187.45K	29.36M	88.96K	+90.33%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	204.69K	32.06M	13.66K	+7.15%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.49%	221.98K	34.77M	-16.52K	-6.93%
Dec 31, 2025	MEITAV INVESTMENT HOUSE LTD	0.61%	275.48K	43.15M	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	43.07K	6.75M	3.05K	+7.62%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.09%	40.29K	6.31B	5.5K	+15.82%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.09%	41.48K	6.5M	171	+0.41%
Dec 31, 2025	CMH WEALTH MANAGEMENT LLC	0.09%	42.33K	6.63M	-2.71K	-6.01%
Dec 31, 2025	JPMORGAN CHASE & CO	0.1%	42.88K	6.72M	1.78K	+4.32%
Dec 31, 2025	SAGEGUARD FINANCIAL GROUP, LLC	0.1%	43.6K	6.83B	43.6K	+100.00%
Dec 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.1%	46.02K	7.21M	380	+0.83%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.13%	57.78K	9.05M	1.59K	+2.82%
Dec 31, 2025	PRUDENTIAL PLC	0.14%	64.6K	10.12M	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	64.93K	10.17M	1.92K	+3.05%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	69.5K	10.89M	-120.5K	-63.42%
Dec 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.16%	69.63K	10.91M	4.66K	+7.18%
Dec 31, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.16%	72K	11.28M	0	0
Dec 31, 2025	ADAPT WEALTH ADVISORS, LLC	0.16%	73.01K	11.44M	5.3K	+7.83%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.17%	75.17K	11.77M	106	+0.14%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.2%	90.66K	14.11M	26.26K	+40.78%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.22%	97.88K	15.33M	13.9K	+16.56%
Dec 31, 2025	SEARCY FINANCIAL SERVICES INC /ADV	0.25%	112.9K	17.68M	-4.72K	-4.01%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.28%	124.66K	19.53M	1.29K	+1.04%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.39%	176.86K	27.7M	35.44K	+25.06%
Dec 31, 2025	ROYAL BANK OF CANADA	0.41%	184.61K	28.92M	7.2K	+4.06%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	222.24K	34.82M	98	+0.04%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.68%	305.47K	47.85M	-21.95K	-6.70%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	448.91K	70.31M	-11.56K	-2.51%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	17.06%	7.72M	1.21B	46.99K	+0.61%
Dec 31, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.14%	61.17K	9.58M	0	0
Dec 31, 2025	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.14%	63.82K	10M	-4.9K	-7.13%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.64%	290.57K	45.51M	-8.83K	-2.95%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.75%	337.76K	52.9M	4.21K	+1.26%
Dec 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.76%	338.77K	56.99M	6.04K	+1.82%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	0.78%	350.26K	54.86M	1.93K	+0.55%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.01%	458.21K	71.76M	57.29K	+14.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.1%	498.34K	78.06M	-37.74K	-7.04%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.44%	651.53K	102.05M	37.51K	+6.11%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	77.18K	12.09M	-17.07K	-18.12%
Dec 31, 2025	QUADRATURE CAPITAL LTD	0.18%	82.14K	12.86M	-16K	-16.30%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.18%	82.33K	12.89M	11.93K	+16.95%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.19%	83.29K	13.05M	1.71K	+2.09%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.17%	78.49K	12.29M	-65.34K	-45.43%
Dec 31, 2025	PACHIRA INVESTMENTS INC.	0.07%	31.22K	4.89M	13.79K	+79.18%
Dec 31, 2025	DETALUS ADVISORS, LLC	0.07%	33.29K	5.21M	4.72K	+16.51%
Dec 31, 2025	BECK CAPITAL MANAGEMENT, LLC	0.09%	39.72K	6.22M	-16.65K	-29.54%
Dec 31, 2025	UNITING WEALTH PARTNERS, LLC	0.09%	39.74K	6.22M	637	+1.63%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.1%	43.08K	6.75B	39.04K	+964.83%
Dec 31, 2025	UBS GROUP AG	1.73%	784.66K	122.9M	-41.19K	-4.99%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.24%	103.23K	16.05M	35.48K	+52.38%
Sep 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.13%	57K	8.86M	4.89K	+9.39%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	222.14K	33.43M	15.73K	+7.62%
Sep 30, 2025	ROYAL BANK OF CANADA	0.41%	177.41K	27.58M	9.24K	+5.49%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	191.03K	29.7M	19.47K	+11.35%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.44%	190K	29.54M	160K	+533.33%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.39%	166.18K	25.76M	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.37%	161.68K	25.13M	21.28K	+15.16%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.33%	143.84K	22.36M	92.67K	+181.13%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.33%	141.43K	21.57M	32.84K	+30.25%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.33%	140.96K	21.91M	28.62K	+25.48%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.29%	123.37K	19.18M	-2.89K	-2.29%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	53.38K	8.3M	18	+0.03%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.11%	46.25K	7.19M	-1.28K	-2.68%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.11%	45.64K	7.09M	-7.06K	-13.39%
Sep 30, 2025	CMH WEALTH MANAGEMENT LLC	0.1%	45.03K	7M	-10	-0.02%
Sep 30, 2025		0.1%	43.44K	6.75M	43.44K	+100.00%
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.1%	41.31K	6.42M	-167	-0.40%
Sep 30, 2025	JPMORGAN CHASE & CO	0.1%	41.1K	6.39M	2.11K	+5.42%
Sep 30, 2025	UNITING WEALTH PARTNERS, LLC	0.09%	39.1K	6.08M	-16.62K	-29.83%
Sep 30, 2025	CASTLE WEALTH MANAGEMENT LLC	0.09%	36.8K	5.72M	-1.06K	-2.79%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	35.6K	5.53M	-4.21K	-10.57%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.08%	33.53K	5.21M	2.58K	+8.34%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.08%	33.21K	5.16M	5.56K	+20.09%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	32.33K	5.03M	-712	-2.16%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.07%	31.84K	4.95M	-2.08K	-6.12%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	30.83K	4.79M	664	+2.20%
Sep 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.07%	30.73K	4.78M	403	+1.33%
Sep 30, 2025	CWM, LLC	0.07%	30.71K	4.77M	12.39K	+67.67%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.07%	30.56K	4.75B	30.56K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	17.77%	7.67M	1.19B	173.29K	+2.31%
Sep 30, 2025	COLONY GROUP, LLC	0.24%	103.18K	16.04M	1.23K	+1.21%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	98.49K	15.31M	9.76K	+11.00%
Sep 30, 2025	QUADRATURE CAPITAL LTD	0.23%	98.14K	15.26M	98.14K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	94.25K	14.65M	6.27K	+7.12%
Sep 30, 2025	MORGAN STANLEY	4.9%	2.12M	328.87M	59.91K	+2.91%
Sep 30, 2025	LPL FINANCIAL LLC	3.87%	1.67M	259.41M	66.27K	+4.14%
Sep 30, 2025	UBS GROUP AG	1.91%	825.84K	128.38M	46.32K	+5.94%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.42%	614.02K	95.45M	1.63K	+0.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.24%	536.09K	83.34M	40.64K	+8.20%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.07%	460.47K	71.58M	20.95K	+4.77%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.93%	400.92K	62.3M	121.78K	+43.62%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	0.81%	348.33K	54.15M	-2.87K	-0.82%
Sep 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.77%	333.55K	51.85M	-25.12K	-7.00%
Sep 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.77%	332.72K	51.72M	-28.26K	-7.83%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.76%	327.42K	50.9M	75.46K	+29.95%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.69%	299.39K	46.54M	-394	-0.13%
Sep 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.64%	275.48K	42.82M	0	0
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.57%	246.7K	38.35M	98.6K	+66.57%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.55%	238.5K	37.07M	-51.33K	-17.71%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.37%	161.3K	25.08M	-10.71K	-6.23%
Sep 30, 2025	SEARCY FINANCIAL SERVICES INC /ADV	0.27%	117.61K	18.28M	-5.15K	-4.20%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.21%	89.91K	13.98M	89.91K	+100.00%
Sep 30, 2025	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.21%	89.23K	13.87M	657	+0.74%
Sep 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.2%	84.78K	13.18M	-2.36K	-2.71%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.19%	83.98K	13.05M	52.15K	+163.84%
Sep 30, 2025	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.16%	68.71K	10.68M	1.2K	+1.78%
Sep 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.16%	67.72K	10.53M	-6.42K	-8.65%
Sep 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.15%	64.96K	10.1M	7.62K	+13.28%
Sep 30, 2025	PRUDENTIAL PLC	0.15%	64.6K	10.04M	15.2K	+30.77%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	64.4K	10.01M	3.69K	+6.07%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	63.01K	9.8M	-232.36K	-78.67%
Sep 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.14%	61.17K	9.48M	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	185K	28.76M	30.44K	+19.70%
Sep 30, 2025	BEACON HARBOR WEALTH ADVISORS, INC.	0.19%	83.23K	12.94M	83.23K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	81.58K	12.68M	46.41K	+131.95%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.17%	75.06K	11.67M	-1.21K	-1.58%
Sep 30, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.17%	72K	11.19M	0	0
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.16%	70.39K	10.94M	47.33K	+205.20%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	39.8K	5.64M	26.52K	+199.56%
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.1%	41.47K	6.1M	848	+2.09%
Jun 30, 2025	CMH WEALTH MANAGEMENT LLC	0.11%	45.04K	6.38M	-71	-0.16%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.27%	112.34K	15.92M	14.38K	+14.68%
Jun 30, 2025	SEARCY FINANCIAL SERVICES INC /ADV	0.29%	122.76K	17.39M	-5.59K	-4.36%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.35%	148.1K	20.98M	148.1K	+100.00%
Jun 30, 2025	HALLMARK CAPITAL MANAGEMENT INC	0.14%	57.34K	8.13M	-3.99K	-6.51%
Jun 30, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	0.21%	87.14K	12.35M	-1.28K	-1.45%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.21%	88.72K	12.57M	35.23K	+65.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.37%	154.56K	21.9M	40.66K	+35.70%
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.07%	28.96K	4.1M	-151	-0.52%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	33.04K	4.68M	436	+1.34%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.08%	33.92K	4.81M	-10.84K	-24.22%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	30.17K	4.27M	1.55K	+5.42%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	30K	4.25B	30K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	30.21K	4.28M	25.23K	+506.89%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.41%	172.01K	24.37M	2.39K	+1.41%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.22%	91.66K	12.99M	7.84K	+9.36%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.21%	87.98K	12.47M	10.08K	+12.94%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.18%	76.27K	10.81M	-700	-0.91%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.11%	47.53K	6.73M	1.09K	+2.35%
Jun 30, 2025	UNITING WEALTH PARTNERS, LLC	0.13%	55.72K	7.89M	693	+1.26%
Jun 30, 2025	INVESTMENT MANAGEMENT CORP /VA/ /ADV	0.21%	88.58K	12.55M	-441	-0.50%
Jun 30, 2025	ADAPT WEALTH ADVISORS, LLC	0.18%	74.13K	10.5M	2.3K	+3.21%
Jun 30, 2025	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	0.17%	72K	10.2M	72K	+100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.16%	67.74K	9.6M	17.91K	+35.94%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.67%	279.15K	39.6M	-23.24K	-7.68%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.69%	289.83K	41.07M	-23.12K	-7.39%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.18%	495.45K	70.2M	-3.97K	-0.79%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.46%	612.38K	86.77M	-3.56K	-0.58%
Jun 30, 2025	UBS GROUP AG	1.86%	779.52K	110.45M	19.74K	+2.60%
Jun 30, 2025	LPL FINANCIAL LLC	3.82%	1.6M	227.05M	149.91K	+10.32%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	17.87%	7.49M	1.06B	-175.29K	-2.29%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.33%	140.39K	19.89M	17.99K	+14.70%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	0.4%	166.18K	23.56M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	168.17K	23.83M	-7.73K	-4.40%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	171.56K	24.31M	29.53K	+20.79%
Jun 30, 2025	PROSPERITY CONSULTING GROUP, LLC	0.12%	52.11K	7.38M	-42	-0.08%
Jun 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.13%	52.69K	7.47M	52.69K	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	53.37K	7.56M	1.89K	+3.68%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	206.41K	29.26M	22.28K	+12.10%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	108.58K	15.26M	28.92K	+36.30%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	126.26K	17.9M	2.89K	+2.34%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.7%	295.37K	41.85M	25.31K	+9.37%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.72%	299.79K	42.48M	-29.22K	-8.88%
Jun 30, 2025	NORDEN GROUP LLC	0.11%	46.9K	6.64M	46.9K	+100.00%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.09%	35.66K	5.05M	4.03K	+12.74%
Jun 30, 2025	COLONY GROUP, LLC	0.24%	101.95K	14.45M	186	+0.18%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	0.84%	351.2K	49.76M	-13.9K	-3.81%
Jun 30, 2025	PRUDENTIAL PLC	0.12%	49.4K	7M	19K	+62.50%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	51.16K	7.25M	-5.21K	-9.25%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.14%	57.15K	8.1M	-2.97K	-4.93%
Jun 30, 2025		0.13%	55.72K	7.89M	693	+1.26%
Jun 30, 2025	BECK CAPITAL MANAGEMENT, LLC	0.14%	57.61K	8.16M	-2.56K	-4.25%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.14%	60.72K	8.6M	8.93K	+17.24%
Jun 30, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.15%	61.17K	8.67M	0	0
Jun 30, 2025	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.16%	67.51K	9.57M	-641	-0.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.6%	251.96K	35.7M	-27.71K	-9.91%
Jun 30, 2025	MEITAV INVESTMENT HOUSE LTD	0.66%	275.48K	39.03M	5.63K	+2.09%
Jun 30, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.86%	358.68K	50.82M	11.91K	+3.43%
Jun 30, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.86%	360.98K	50.47M	13.41K	+3.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	439.52K	62.28M	-18.56K	-4.05%
Jun 30, 2025	MORGAN STANLEY	4.9%	2.06M	291.27B	140.85K	+7.36%
Jun 30, 2025	RIGGS ASSET MANAGMENT CO. INC.	0.07%	30.32K	4.3M	2.04K	+7.21%
Jun 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.07%	30.95K	4.39M	5.67K	+22.43%
Jun 30, 2025	CASTLE WEALTH MANAGEMENT LLC	0.09%	37.85K	5.36M	-1.79K	-4.52%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	210.66%	79.67K	9.3M	36.68K	+85.33%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	714.1%	270.06K	31.48M	229.35K	+563.34%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	799.58%	302.38K	35.24M	29.79K	+10.93%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	869.98%	329.01K	38.35M	-209.5K	-38.90%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	916.93%	346.77K	40.42M	-135	-0.04%
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	919.08%	347.58K	41.3M	-125	-0.04%
Mar 31, 2025	WT WEALTH MANAGEMENT	122.79%	46.44K	5.41M	9.36K	+25.25%
Mar 31, 2025		129.34%	48.91K	5.7M	-9.22K	-15.86%
Mar 31, 2025	TRUIST FINANCIAL CORP	323.66%	122.4K	14.27M	18.89K	+18.25%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	131.77%	49.83K	5.81M	12.33K	+32.88%
Mar 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	136.03%	51.45K	6M	51.45K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	136.11%	51.47K	6M	29	+0.06%
Mar 31, 2025	PROSPERITY CONSULTING GROUP, LLC	137.91%	52.15K	6.08M	1.34K	+2.64%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	141.45%	53.5K	6.23M	5.73K	+12.00%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	149.07%	56.38K	6.57M	-1.08K	-1.87%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	158.95%	60.11K	7.01M	4.59K	+8.26%
Mar 31, 2025	HALLMARK CAPITAL MANAGEMENT INC	162.18%	61.33K	7.15M	-31.54K	-33.96%
Mar 31, 2025	HOLLOW BROOK WEALTH MANAGEMENT LLC	180.21%	68.15K	7.94M	-1.58K	-2.26%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	205.98%	77.9K	9.08M	-3.09K	-3.82%
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	221.64%	83.82K	9.77M	44	+0.05%
Mar 31, 2025	PRESIDIO CAPITAL MANAGEMENT, LLC	233.81%	88.42K	10.31M	2.16K	+2.50%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	259.02%	97.96K	11.42M	5.66K	+6.13%
Mar 31, 2025	COLONY GROUP, LLC	269.09%	101.77K	11.86M	866	+0.86%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	301.18%	113.9K	13.28M	-2.43K	-2.09%
Mar 31, 2025	SEARCY FINANCIAL SERVICES INC /ADV	339.4%	128.36K	14.96M	140	+0.11%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	375.56%	142.03K	16.55M	2.98K	+2.15%
Mar 31, 2025	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	439.43%	166.18K	19.36M	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	448.52%	169.62K	19.77M	-43.43K	-20.38%
Mar 31, 2025	MEITAV INVESTMENT HOUSE LTD	713.54%	269.85K	31.45M	-17.04K	-5.94%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	739.49%	279.66K	32.59M	39.27K	+16.34%
Mar 31, 2025	LPL FINANCIAL LLC	3,840.92%	1.45M	169.3M	17.92K	+1.25%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	20,281.92%	7.67M	893.96M	1.6M	+26.45%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	203.52%	76.97K	8.97M	-542	-0.70%
Mar 31, 2025	ADAPT WEALTH ADVISORS, LLC	189.93%	71.83K	8.37M	9.16K	+14.62%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1,211.29%	458.08K	53.39M	-91.46K	-16.64%
Mar 31, 2025	BECK CAPITAL MANAGEMENT, LLC	159.08%	60.16K	7.01M	-1.28K	-2.08%
Mar 31, 2025	CMH WEALTH MANAGEMENT LLC	119.3%	45.12K	5.26M	2.22K	+5.18%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1,320.57%	499.41K	58.21M	3.15K	+0.63%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1,628.7%	615.94K	71.79M	11.68K	+1.93%
Mar 31, 2025	UBS GROUP AG	2,009.05%	759.78K	88.55M	6.53K	+0.87%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	136.93%	51.79K	6.04M	23.14K	+80.77%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	486.88%	184.13K	21.47M	-11.83K	-6.04%
Mar 31, 2025	MORGAN STANLEY	5,063.26%	1.91M	223.17M	-21.65K	-1.12%
Mar 31, 2025	STIFEL FINANCIAL CORP	326.24%	123.38K	14.38M	-11.84K	-8.75%
Mar 31, 2025	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	161.74%	61.17K	7.12M	0	0
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	965.4%	365.1K	42.55M	-168.71K	-31.60%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	827.52%	312.95K	36.47M	-21.08K	-6.31%
Mar 31, 2025	ROYAL BANK OF CANADA	465.13%	175.9K	20.5M	14.39K	+8.91%
Mar 31, 2024	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.4%	61.17K	6.21M	0	0
Mar 31, 2024	KADENSA CAPITAL LTD	0.18%	27.65K	2.81M	27.65K	+100.00%
Mar 31, 2024	ORLEANS CAPITAL MANAGEMENT CORP/LA	0.19%	28.59K	2.9M	80	+0.28%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.19%	29.02K	2.95M	2.71K	+10.31%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.19%	29.02K	2.95M	-85	-0.29%
Mar 31, 2024	OPPENHEIMER & CO INC	0.2%	29.93K	3.04M	-3.18K	-9.61%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.21%	32.02K	3.25M	1.59K	+5.23%
Mar 31, 2024	RIGGS ASSET MANAGMENT CO. INC.	0.21%	32.18K	3.27M	4	+0.01%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.23%	34.61K	3.52M	5.37K	+18.35%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.24%	36.11K	3.67M	-1.56K	-4.14%
Mar 31, 2024	CASTLE WEALTH MANAGEMENT LLC	0.25%	37.93K	3.85M	-355	-0.93%
Mar 31, 2024	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.26%	39.65K	4.01M	-18	-0.05%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.27%	41.16K	4.18M	5.56K	+15.61%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.28%	42.46K	4.31M	4.52K	+11.90%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.29%	43.82K	4.45M	3.57K	+8.88%
Mar 31, 2024	QUAKER WEALTH MANAGEMENT, LLC	0.32%	48.77K	4.95M	1.08K	+2.26%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	50.41K	5.12M	9.93K	+24.53%
Mar 31, 2024	REGAL INVESTMENT ADVISORS LLC	0.35%	52.26K	5.31M	4.62K	+9.70%
Mar 31, 2024	HALLMARK CAPITAL MANAGEMENT INC	0.55%	83.77K	8.51M	-63.68K	-43.19%
Mar 31, 2024	CAPITAL ASSET ADVISORY SERVICES LLC	2.05%	311.08K	31.56M	45.48K	+17.12%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	2.08%	315.23K	32.02M	-15.15K	-4.59%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.35%	52.56K	5.34M	-3.86K	-6.84%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.36%	54.15K	5.5M	-350	-0.64%
Mar 31, 2024	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.4%	60.24K	6.12M	-1.4K	-2.27%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	27.01K	2.74M	27.01K	+100.00%
Mar 31, 2024	BECK CAPITAL MANAGEMENT, LLC	0.45%	68.59K	6.97M	265	+0.39%
Mar 31, 2024	PRESIDIO CAPITAL MANAGEMENT, LLC	0.47%	70.69K	7.18M	5.36K	+8.20%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.49%	74.09K	7.53M	8.02K	+12.14%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.51%	77.41K	7.86M	55.63K	+255.44%
Mar 31, 2024	CONNECTUS WEALTH, LLC	0.67%	101.44K	10.3M	6.61K	+6.96%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.68%	103.44K	10.51M	-23.41K	-18.46%
Mar 31, 2024	BEACON HARBOR WEALTH ADVISORS, INC.	0.7%	106.44K	10.81M	2.24K	+2.14%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.73%	110.13K	11.54M	-6.29K	-5.40%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	4.02%	608.33K	61.79M	-15.36K	-2.46%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	3.74%	565.99K	57.49M	40.15K	+7.64%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	2.91%	440.37K	44.73M	-4.85K	-1.09%
Mar 31, 2024	CETERA ADVISORS LLC	0.62%	93.58K	9.5M	66.91K	+250.89%
Mar 31, 2024	NORTHEAST FINANCIAL CONSULTANTS INC	0.55%	83.79K	8.51M	730	+0.88%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.8%	121.06K	12.3M	7.01K	+6.14%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.86%	130.04K	13.21M	-84.4K	-39.36%
Mar 31, 2024	SEARCY FINANCIAL SERVICES INC /ADV	0.88%	132.82K	13.49M	-1.56K	-1.16%
Mar 31, 2024	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	1.1%	166.18K	16.88M	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.13%	171.18K	17.39M	171.18K	+100.00%
Mar 31, 2024	MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)	1.13%	171.7K	17.44M	-200K	-53.81%
Mar 31, 2024	DME CAPITAL MANAGEMENT, LP	1.2%	182.51K	18.54M	182.51K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.49%	225.52K	22.91M	207.42K	+1,146.02%
Mar 31, 2024	MEITAV INVESTMENT HOUSE LTD	2%	302.88K	30.76M	-610	-0.20%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.17%	25.46K	2.59M	1.67K	+7.00%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.17%	25.47K	2.59M	9.18K	+56.33%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.18%	26.69K	2.71M	81	+0.30%
Jun 30, 2023	MML INVESTORS SERVICES, LLC	0.38%	57.05K	4.82M	-6.69K	-10.49%
Jun 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.4%	60.48K	5.11M	11.54K	+23.59%
Jun 30, 2023	CI PRIVATE WEALTH, LLC	1.51%	228.14K	19.27M	-9.25K	-3.90%
Jun 30, 2023	BANK OF AMERICA CORP /DE/	10.27%	1.56M	131.38M	31.45K	+2.06%
Jun 30, 2023	UBS GROUP AG	1.43%	215.89K	18.24M	4.03K	+1.90%
Jun 30, 2023	ENVESTNET ASSET MANAGEMENT INC	1.3%	196.99K	16.64M	-87.69K	-30.80%
Jun 30, 2023	ACTIVEST WEALTH MANAGEMENT	1.27%	191.73K	32.2M	191.73K	+100.00%
Jun 30, 2023	ROYAL BANK OF CANADA	1.14%	173.2K	14.63M	6.21K	+3.72%
Jun 30, 2023	KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD	1.1%	166.18K	13.99M	0	0
Jun 30, 2023	SEARCY FINANCIAL SERVICES INC /ADV	0.89%	135.19K	11.42M	-1.02K	-0.75%
Jun 30, 2023	TRUIST FINANCIAL CORP	0.89%	134.28K	11.34M	-10.66K	-7.36%
Jun 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.86%	129.66K	10.95M	-15.79K	-10.86%
Jun 30, 2023	AMERIPRISE FINANCIAL INC	0.84%	126.95K	10.72M	-1.58K	-1.23%
Jun 30, 2023	NATIONAL BANK OF CANADA /FI/	0.67%	101.17K	8.53M	-313	-0.31%
Jun 30, 2023	HOLLOW BROOK WEALTH MANAGEMENT LLC	0.4%	61.02K	5.15M	279	+0.46%
Jun 30, 2023	BECK CAPITAL MANAGEMENT, LLC	0.3%	45.8K	3.87M	-1.97K	-4.12%
Jun 30, 2023	KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD	0.4%	61.17K	5.15M	0	0
Jun 30, 2023	RAYMOND JAMES & ASSOCIATES	0.43%	65.46K	5.53M	4.45K	+7.30%
Jun 30, 2023	VALLEY FINANCIAL MANAGEMENT, INC.	0.59%	88.78K	7.5M	-62.05K	-41.14%
Jun 30, 2023	NORTHEAST FINANCIAL CONSULTANTS INC	0.55%	83.19K	7.03M	-3	0.00%
Jun 30, 2023	CONNECTUS WEALTH, LLC	0.67%	100.77K	8.51M	5.75K	+6.05%
Jun 30, 2023	PRESIDIO CAPITAL MANAGEMENT, LLC	0.47%	71.84K	6.07M	1.25K	+1.77%
Jun 30, 2023	JANNEY MONTGOMERY SCOTT LLC	0.47%	71.62K	6.05M	-2.78K	-3.73%
Jun 30, 2023	STIFEL FINANCIAL CORP	0.44%	67.19K	5.68M	794	+1.20%
Jun 30, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.18%	27.76K	2.34M	27.76K	+100.00%
Jun 30, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	28.43K	2.4M	-8K	-21.97%
Jun 30, 2023	AE WEALTH MANAGEMENT LLC	0.19%	28.7K	2.42M	-7.59K	-20.92%
Jun 30, 2023	PACIFIC SUN FINANCIAL CORP	0.2%	29.94K	2.41M	29.94K	+100.00%
Jun 30, 2023	MENORA MIVTACHIM HOLDINGS LTD.	0.2%	30K	2.53M	0	0
Jun 30, 2023	EQUITABLE HOLDINGS, INC.	0.2%	30.27K	2.56M	5.17K	+20.58%
Jun 30, 2023	RIGGS ASSET MANAGMENT CO. INC.	0.21%	31.6K	2.67M	943	+3.08%
Jun 30, 2023	CASTLE WEALTH MANAGEMENT LLC	0.23%	34.29K	2.9M	34.29K	+100.00%
Jun 30, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.26%	38.99K	3.29M	104	+0.27%
Jun 30, 2023	OPPENHEIMER & CO INC	0.29%	43.56K	3.68M	1.23K	+2.91%
Jun 30, 2023	PRIVATE ADVISOR GROUP, LLC	0.29%	43.56K	3.68M	2.93K	+7.21%
Jun 30, 2023	BEACON POINTE ADVISORS, LLC	0.3%	44.83K	3.79M	-1.72K	-3.69%
Jun 30, 2023	QUAKER WEALTH MANAGEMENT, LLC	0.32%	47.89K	4.04M	922	+1.96%
Jun 30, 2023	BAIRD FINANCIAL GROUP, INC.	0.32%	49.21K	4.16M	-1.01K	-2.01%
Jun 30, 2023	LINDBROOK CAPITAL, LLC	0.37%	55.47K	4.69M	2.56K	+4.84%
Jun 30, 2023	AXXCESS WEALTH MANAGEMENT, LLC	0.48%	72K	6.08M	1.57K	+2.23%
Jun 30, 2023	CETERA ADVISOR NETWORKS LLC	0.38%	56.98K	4.81M	8.81K	+18.29%
Jun 30, 2023	MORGAN STANLEY	9.35%	1.42M	119.59M	132.94K	+10.36%
Jun 30, 2023	LPL FINANCIAL LLC	6.26%	948.57K	80.13M	151.29K	+18.98%
Jun 30, 2023	SUMMIT TRAIL ADVISORS, LLC	3.9%	590.18K	49.85M	-15.67K	-2.59%
Jun 30, 2023	MIRACLE MILE ADVISORS, LLC	3.33%	504.06K	42.58M	307.03K	+155.83%
Jun 30, 2023	MAI CAPITAL MANAGEMENT	2.76%	418.39K	35.34M	3.82K	+0.92%
Jun 30, 2023	WELLS FARGO & COMPANY/MN	2.56%	387.76K	32.75M	-11.23K	-2.82%
Jun 30, 2023	MEITAV INVESTMENT HOUSE LTD	2.27%	344.37K	28.85M	-60	-0.02%
Jun 30, 2023	HIGHTOWER ADVISORS, LLC	2.22%	336.32K	28.39M	13.74K	+4.26%
Jun 30, 2023	ADVISOR GROUP HOLDINGS, INC.	1.92%	291.49K	24.63M	-15.89K	-5.17%

Frequently Asked Questions