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

Who are the major shareholders selling Principal Spectrum Preferred Securities Active ETF stock?

AMERIPRISE FINANCIAL INC, in the last quarter, reduced its stake in PREF by -13.53% restricting it's holding to 1.9 million shares of worth nearly $36.21M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -8.09% of the PREF shares from its portfolio, reducing its holding to 253.34 thousand shares of worth $4.83M. L2 ASSET MANAGEMENT, LLC also shunned PREF shares holding by -48.52% last quarter which brought its holding to 437.36 thousand shares worth $8.34M.

Investors who are buying PREF stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in PREF by 3.39% in the last quarter. The institutional holder raised its holding to 1.92 million shares having worth more than $36.65M. GSB WEALTH MANAGEMENT, LLC also added 1.71% more shares of PREF to its portfolio, raising its holding to 205.66 thousand shares of worth $3.92M. ROCKEFELLER CAPITAL MANAGEMENT L.P. also increased its PREF shares holding by 5.31% which brought its holding to 205.73 thousand shares worth $3.92M.

PREF's major insiders: who are they?

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

Did an insider recently sell PREF stock?

Company executives, directors, and other insiders own N/A percent of Principal Spectrum Preferred Securities Active ETF's stock. Within the last six months, there have been 0 transaction(s) in which PREF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PREF stock?

There have been 0 transaction(s) during the past 6-months in which Principal Spectrum Preferred Securities Active ETF insiders have bought stock, totalling 0 shares

How much of PREF does insiders own?

Around 0 Principal Spectrum Preferred Securities Active ETF shares are held by insiders, which represents about N/A of PREF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PREF?

AMERIPRISE FINANCIAL INC is the largest institutional owner in PREF which holds 1.9 million shares worth $36.21M or 2.45% of the total PREF shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 1.92 million shares representing 2.48% of the PREF ownership. GSB WEALTH MANAGEMENT, LLC is the third largest stakeholder with 205.66 thousand shares or 0.27% of the ownership worth more than $3.92M.

Is Principal Spectrum Preferred Securities Active 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 PREF is concerned, it is a stock which is not optionable.

Is there a short position on PREF's shares?

Number of PREF 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 PREF shares are there?

As of today, null shares of PREF are outstanding.

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

PREF 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 PREF is null.

Principal Spectrum Preferred Securities Active ETF (PREF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. AMERIPRISE FINANCIAL INC is the top corporate investor, holding 1.9M shares valued at $36.21M. A 2.45% stake in Principal Spectrum Preferred Securities Active ETF is owned by the company. RAYMOND JAMES FINANCIAL INC owns 1.92M shares valued at $36.65M, which translates its holding of 2.48% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	AMERIPRISE FINANCIAL INC	2.45%	1.9M	36.21M	-297.28K	-13.53%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.48%	1.92M	36.65M	63.02K	+3.39%
Jun 30, 2026	GSB WEALTH MANAGEMENT, LLC	0.27%	205.66K	3.92M	3.45K	+1.71%
Jun 30, 2026	WRIGHT FUND MANAGEMENT, LLC	0.25%	192K	3.66M	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	205.73K	3.92M	10.38K	+5.31%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.33%	253.34K	4.83M	-22.3K	-8.09%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.33%	258.86K	4.93M	17.56K	+7.28%
Jun 30, 2026	ROGCO, LP	0.52%	406.72K	7.75M	8.61K	+2.16%
Jun 30, 2026	L2 ASSET MANAGEMENT, LLC	0.56%	437.36K	8.34M	-412.19K	-48.52%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.57%	441.92K	8.42M	37.98K	+9.40%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.74%	575.7K	10.97M	404.55K	+236.38%
Jun 30, 2026	BENJAMIN EDWARDS INC	0.79%	614.84K	11.72M	-47.84K	-7.22%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.82%	633.86K	12.02M	31.37K	+5.21%
Jun 30, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	1.09%	842.81K	16.06M	194.29K	+29.96%
Jun 30, 2026	BENSLER, LLC	1.2%	927.05K	17.67M	95.24K	+11.45%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	5.89%	4.57M	87.03M	815.1K	+21.73%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.68%	1.3M	24.84M	224.53K	+20.81%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	1.83%	1.42M	27.06M	206.97K	+17.07%
Jun 30, 2026	IFC ADVISORS LLC	3.58%	2.77M	52.87M	43.47K	+1.59%
Jun 30, 2026	MENGIS CAPITAL MANAGEMENT, INC.	0.08%	62.6K	1.19M	4.99K	+8.65%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.08%	63.15K	1.2M	410	+0.65%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.08%	64.73K	1.23M	64.73K	+100.00%
Jun 30, 2026	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	70.28K	1.34M	750	+1.08%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.09%	71.15K	1.36M	16.43K	+30.02%
Jun 30, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.1%	76.35K	1.46M	-603	-0.78%
Jun 30, 2026	GILLILAND JETER WEALTH MANAGEMENT LLC	0.1%	81.14K	1.55M	266	+0.33%
Jun 30, 2026	IBEX WEALTH ADVISORS	0.11%	82.38K	1.57M	138	+0.17%
Jun 30, 2026	DEARBORN PARTNERS LLC	0.11%	84.72K	1.59M	0	0
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.11%	87.57K	1.67M	1.63K	+1.90%
Jun 30, 2026	LPL FINANCIAL LLC	4.16%	3.23M	61.51M	121.55K	+3.91%
Jun 30, 2026	MORGAN STANLEY	9.27%	7.19M	137.01M	-205.2K	-2.78%
Jun 30, 2026	UBS GROUP AG	9.95%	7.71M	147.02M	-25.07K	-0.32%
Jun 30, 2026	PRINCIPAL FINANCIAL GROUP INC	17.31%	13.42M	255.53M	13.1M	+4,180.84%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.12%	92.22K	1.76M	1K	+1.10%
Jun 30, 2026	INVESTMENT PARTNERS, LTD.	0.13%	99.06K	1.89M	-478	-0.48%
Jun 30, 2026	FIFTH THIRD BANCORP	0.14%	104.67K	2M	-923	-0.87%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.14%	105.22K	2.01M	5.03K	+5.02%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.15%	114.57K	2.18M	114.57K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	119K	2.27M	-10.55K	-8.14%
Jun 30, 2026	LEGACY BRIDGE, LLC	0.16%	122.83K	2.34M	-715	-0.58%
Jun 30, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.17%	132.07K	2.52M	-2.04K	-1.52%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.17%	134.83K	2.57M	-5.49K	-3.91%
Jun 30, 2026	MAINSTREET INVESTMENT ADVISORS LLC	0.18%	137.85K	2.63M	-2.47K	-1.76%
Jun 30, 2026	CREATIVE PLANNING	0.19%	150.78K	2.87M	5.82K	+4.02%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.2%	153.79K	2.93M	16.25K	+11.81%
Jun 30, 2026	FIDUCIARY ALLIANCE LLC	0.21%	162.45K	3.1M	14.16K	+9.55%
Jun 30, 2026	JPMORGAN CHASE & CO	0.25%	192.63K	3.67M	2.38K	+1.25%
Jun 30, 2026	MEADOW CREEK WEALTH ADVISORS LLC	0.23%	175.94K	3.35M	26.86K	+18.02%
Jun 30, 2026	FOCUSED ALPHA, LLC	0.38%	296.73K	5.66M	158.14K	+114.11%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	15.25%	11.82M	225.33M	85.52K	+0.73%
Jun 30, 2026	SPARTAN WEALTH ADVISORY SERVICES LLC	0.34%	261.33K	4.98M	5.92K	+2.32%
Jun 30, 2026	ROYAL BANK OF CANADA	4.07%	3.16M	60.17M	53.37K	+1.72%
Jun 30, 2026	COLONY GROUP, LLC	0.33%	258.99K	4.94M	-1.39K	-0.53%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.34%	264.73K	5.05M	89.15K	+50.78%
Jun 30, 2026	PSI ADVISORS, LLC	0.36%	280.46K	5.35M	-3.15K	-1.11%
Jun 30, 2026		0.34%	261.33K	4.98M	5.92K	+2.32%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.44%	341.7K	6.51M	33.09K	+10.72%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.47%	364.54K	6.95M	-4.74K	-1.28%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.49%	381.02K	7.26M	381.02K	+100.00%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.51%	397.91K	7.58M	321.22K	+418.86%
Jun 30, 2026	PERMANENS CAPITAL L.P.	1.43%	1.1M	21.06M	257.72K	+30.42%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	308.61K	5.81M	307.74K	+35,371.95%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.11%	85.94K	1.62M	-1.01K	-1.16%
Mar 31, 2026	MAINSTREET INVESTMENT ADVISORS LLC	0.18%	140.31K	2.64M	4.66K	+3.44%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.18%	140.31K	2.64M	5.6K	+4.15%
Mar 31, 2026		0.18%	138.59K	2.61M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.22%	171.15K	3.22M	-33.19K	-16.24%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.23%	175.58K	3.29M	71.79K	+69.17%
Mar 31, 2026	JPMORGAN CHASE & CO	0.25%	190.25K	3.56M	189.57K	+27,633.67%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.25%	195.35K	3.68M	32.51K	+19.97%
Mar 31, 2026	GSB WEALTH MANAGEMENT, LLC	0.26%	202.21K	3.81M	-6.54K	-3.13%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.31%	241.3K	4.54M	-7.61K	-3.06%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.52%	403.94K	7.6M	-51.47K	-11.30%
Mar 31, 2026	MARINER, LLC	0.69%	531.06K	9.99M	-22.54K	-4.07%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.78%	602.49K	11.35M	-585.56K	-49.29%
Mar 31, 2026	FIRST CITIZENS FINANCIAL CORP	0.08%	58.86K	1.11M	-1.96K	-3.22%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.08%	62.74K	1.18M	-2.5K	-3.83%
Mar 31, 2026	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	69.53K	1.31M	2.25K	+3.34%
Mar 31, 2026	AXS INVESTMENTS LLC	0.1%	73.18K	1.38M	-49.92K	-40.55%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.1%	76.69K	1.44M	10.6K	+16.04%
Mar 31, 2026	WILLIS JOHNSON & ASSOCIATES, INC.	0.1%	76.95K	1.45M	-22.39K	-22.54%
Mar 31, 2026	GILLILAND JETER WEALTH MANAGEMENT LLC	0.11%	80.87K	1.52M	2.67K	+3.41%
Mar 31, 2026	IBEX WEALTH ADVISORS	0.11%	82.24K	1.55M	-203	-0.25%
Mar 31, 2026	UBS GROUP AG	9.98%	7.74M	145.64M	556.86K	+7.75%
Mar 31, 2026	CREATIVE PLANNING	0.19%	144.95K	2.73M	1.23K	+0.85%
Mar 31, 2026	FIDUCIARY ALLIANCE LLC	0.19%	148.29K	2.82M	14.17K	+10.57%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	275.64K	5.19M	6.96K	+2.59%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.48%	369.28K	6.95M	20.4K	+5.85%
Mar 31, 2026	MORGAN STANLEY	9.54%	7.39M	139.15M	527.76K	+7.69%
Mar 31, 2026	LEGACY BRIDGE, LLC	0.16%	123.55K	2.33M	-2.06K	-1.64%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.18%	137.55K	2.59M	28.17K	+25.76%
Mar 31, 2026	COLONY GROUP, LLC	0.34%	260.38K	4.9M	0	0
Mar 31, 2026	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.84%	648.51K	12.21M	33.06K	+5.37%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	4.84%	3.75M	70.59M	-201.23K	-5.09%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	15.14%	11.74M	220.88M	491.52K	+4.37%
Mar 31, 2026	JANE STREET GROUP, LLC	0.41%	320.52K	6.03M	281.12K	+713.46%
Mar 31, 2026	L2 ASSET MANAGEMENT, LLC	1.1%	849.55K	15.99M	533.9K	+169.15%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.12%	91.22K	1.72M	6.55K	+7.74%
Mar 31, 2026	INVESTMENT PARTNERS, LTD.	0.13%	99.54K	1.87M	0	0
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	100.19K	1.89M	19.59K	+24.31%
Mar 31, 2026	FIFTH THIRD BANCORP	0.14%	105.6K	1.99M	105.09K	+20,935.06%
Mar 31, 2026	MEADOW CREEK WEALTH ADVISORS LLC	0.19%	149.08K	2.81M	9.9K	+7.11%
Mar 31, 2026	ROYAL BANK OF CANADA	4%	3.1M	58.41M	-209.39K	-6.32%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	0.4%	313.42K	5.9M	47.17K	+17.71%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.86%	662.68K	12.47M	-29.26K	-4.23%
Mar 31, 2026	BENSLER, LLC	1.07%	831.81K	15.65M	124.41K	+17.59%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.39%	1.08M	20.3M	269.73K	+33.34%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	1.56%	1.21M	22.82M	285.17K	+30.75%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.4%	1.86M	35M	-31.52K	-1.67%
Mar 31, 2026	IFC ADVISORS LLC	3.52%	2.73M	51.38M	48.22K	+1.80%
Mar 31, 2026	LPL FINANCIAL LLC	4.01%	3.11M	58.44M	74.85K	+2.47%
Mar 31, 2026	DEARBORN PARTNERS LLC	0.11%	84.72K	1.59M	-2.9K	-3.31%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.17%	129.55K	2.44M	39.19K	+43.37%
Mar 31, 2026	INSIGNEO ADVISORY SERVICES, LLC	0.17%	134.12K	2.52M	86	+0.06%
Mar 31, 2026	WRIGHT FUND MANAGEMENT, LLC	0.25%	192K	3.61M	0	0
Mar 31, 2026	PSI ADVISORS, LLC	0.37%	283.61K	5.34M	-7.51K	-2.58%
Mar 31, 2026	ROGCO, LP	0.51%	398.11K	7.49M	10.92K	+2.82%
Mar 31, 2026	PERMANENS CAPITAL L.P.	1.09%	847.14K	15.94M	-868.62K	-50.63%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.89%	2.2M	41.36M	421.42K	+23.73%
Dec 31, 2025	LPL FINANCIAL LLC	3.97%	3.03M	57.79M	308.74K	+11.34%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.06%	44.74K	853.23K	913	+2.08%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.06%	47.29K	900.8K	-11.81K	-19.98%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	5.2%	3.95M	75.37M	359.54K	+10.01%
Dec 31, 2025	MORGAN STANLEY	9.03%	6.87M	130.93M	271.61K	+4.12%
Dec 31, 2025	UBS GROUP AG	9.45%	7.18M	136.95M	97.57K	+1.38%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.09%	66.09K	1.26M	8.33K	+14.42%
Dec 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.11%	78.2K	1.49M	-646	-0.82%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.11%	80.59K	1.54M	-174.04K	-68.35%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.06%	47.38K	903.5K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.46%	348.88K	6.65M	49.7K	+16.61%
Dec 31, 2025	LIFEWORKS ADVISORS, LLC	0.09%	70.78K	1.35M	-1.01K	-1.41%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.11%	84.66K	1.61M	-1.75K	-2.03%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.11%	86.95K	1.66M	38.8K	+80.57%
Dec 31, 2025	COMERICA BANK	0.15%	108.55K	2.07M	13.23K	+13.88%
Dec 31, 2025	ROGCO, LP	0.52%	387.19K	7.38M	3.48K	+0.91%
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.62%	455.42K	8.68M	25.14K	+5.84%
Dec 31, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.07%	50.03K	954.02K	-5.58K	-10.04%
Dec 31, 2025	FLAGSTAR ADVISORS INC.	0.07%	52.44K	1M	-13.68K	-20.69%
Dec 31, 2025	MARINER, LLC	0.73%	553.6K	10.56M	38.6K	+7.50%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.48%	1.89M	36.07M	207.13K	+12.30%
Dec 31, 2025	ROYAL BANK OF CANADA	4.36%	3.31M	63.18M	206.5K	+6.65%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	14.79%	11.25M	214.44M	498.18K	+4.64%
Dec 31, 2025	DEARBORN PARTNERS LLC	0.11%	87.61K	1.67M	-2.42K	-2.69%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.18%	134.72K	2.57M	1.75K	+1.31%
Dec 31, 2025	MAINSTREET INVESTMENT ADVISORS LLC	0.18%	135.65K	2.59M	-839	-0.61%
Dec 31, 2025	FIDUCIARY ALLIANCE LLC	0.18%	134.12K	2.56M	15.82K	+13.38%
Dec 31, 2025		0.18%	138.59K	2.64M	138.59K	+100.00%
Dec 31, 2025	AXS INVESTMENTS LLC	0.17%	123.1K	2.35M	-69.47K	-36.07%
Dec 31, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.19%	139.18K	2.65M	2.61K	+1.91%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	90.36K	1.72M	5.15K	+6.04%
Dec 31, 2025	INVESTMENT PARTNERS, LTD.	0.13%	99.54K	1.9M	0	0
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.15%	117.09K	2.23M	-19.05K	-13.99%
Dec 31, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.18%	134.03K	2.56M	31.15K	+30.28%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.07%	53.78K	1.03M	-433	-0.80%
Dec 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.08%	60.81K	1.16B	1.48K	+2.49%
Dec 31, 2025	CERITY PARTNERS LLC	0.09%	65.24K	1.24M	-2.01K	-2.98%
Dec 31, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	67.29K	1.28M	3.4K	+5.32%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	59.07K	1.13M	7.84K	+15.29%
Dec 31, 2025	LEGACY BRIDGE, LLC	0.17%	125.61K	2.4M	-3.74K	-2.89%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	2.33%	1.78M	33.87M	695.84K	+64.42%
Dec 31, 2025	CREATIVE PLANNING	0.19%	143.73K	2.74M	3.15K	+2.24%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	1.21%	927.4K	17.69M	254.6K	+37.84%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.09%	65.24K	1.24M	-908	-1.37%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	162.84K	3.11M	43.8K	+36.79%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.26%	192K	3.66M	-54.1K	-21.98%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	204.33K	3.9M	16.96K	+9.05%
Dec 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.28%	208.75K	3.98M	-31.89K	-13.25%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	248.91K	4.75M	3.03K	+1.23%
Dec 31, 2025	COLONY GROUP, LLC	0.34%	260.38K	4.97M	15.82K	+6.47%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	268.68K	5.12M	-19.11K	-6.64%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.36%	266.26K	5.08M	-5.03K	-1.85%
Dec 31, 2025	PSI ADVISORS, LLC	0.38%	291.12K	5.73M	5.2K	+1.82%
Dec 31, 2025	L2 ASSET MANAGEMENT, LLC	0.42%	315.64K	6.02M	54.2K	+20.73%
Dec 31, 2025	TYCHE WEALTH PARTNERS LLC	0.52%	384.03K	7.32M	-17.68K	-4.40%
Dec 31, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.81%	615.45K	11.74M	52.3K	+9.29%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.15%	109.38K	2.09M	34.81K	+46.69%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	103.79K	1.98M	-790	-0.76%
Dec 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.13%	99.34K	1.89M	-2.1K	-2.07%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.93%	691.94K	13.19M	-16.78K	-2.37%
Dec 31, 2025	BENSLER, LLC	0.96%	707.4K	13.49M	64.64K	+10.06%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.06%	809.09K	15.43M	168.6K	+26.32%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.61%	1.19M	22.69M	-21.23K	-1.76%
Dec 31, 2025	PERMANENS CAPITAL L.P.	2.26%	1.72M	32.72M	247.25K	+16.84%
Dec 31, 2025	IFC ADVISORS LLC	3.52%	2.68M	51.15M	59.15K	+2.25%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.17%	119.04K	2.28M	1.66K	+1.41%
Sep 30, 2025	MORGAN STANLEY	9.49%	6.59M	126.22M	437.4K	+7.10%
Sep 30, 2025	LIFEWORKS ADVISORS, LLC	0.1%	71.79K	1.37M	-1.59K	-2.16%
Sep 30, 2025	CERITY PARTNERS LLC	0.1%	67.24K	1.29M	-11.1K	-14.17%
Sep 30, 2025	ROYAL BANK OF CANADA	4.47%	3.11M	59.46M	33.56K	+1.09%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.42%	1.68M	32.23M	151.49K	+9.88%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	187.38K	3.59M	5.59K	+3.08%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.19%	132.97K	2.55M	3.78K	+2.93%
Sep 30, 2025	INSIGNEO ADVISORY SERVICES, LLC	0.15%	102.88K	1.97M	67.45K	+190.35%
Sep 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.15%	101.44K	1.94M	-1.2K	-1.17%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	85.21K	1.63M	6.67K	+8.49%
Sep 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.11%	78.85K	1.51M	233	+0.30%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.1%	66.15K	1.27M	9.91K	+17.63%
Sep 30, 2025	FLAGSTAR ADVISORS INC.	0.1%	66.12K	1.27M	-12.46K	-15.86%
Sep 30, 2025	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	63.89K	1.22M	7.61K	+13.53%
Sep 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.09%	59.34K	1.14M	8.49K	+16.69%
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.09%	59.1K	1.13M	-915	-1.52%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.08%	57.76K	1.11M	2.16K	+3.88%
Sep 30, 2025	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.08%	55.61K	1.06M	11.73K	+26.72%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.08%	54.21K	1.04M	-63.18K	-53.82%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.07%	48.15K	921.65K	10.13K	+26.64%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.07%	47.38K	906.82K	0	0
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.06%	44.48K	851.29K	9.99K	+28.96%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.06%	44.48K	851.28K	-67	-0.15%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.06%	43.83K	838.89K	-59K	-57.38%
Sep 30, 2025	CAPITAL & PLANNING, LLC	0.06%	38.57K	738.14K	225	+0.59%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.92%	640.49K	12.26M	237.02K	+58.74%
Sep 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.81%	563.15K	10.78M	37.2K	+7.07%
Sep 30, 2025	MARINER, LLC	0.74%	515K	9.86M	10.24K	+2.03%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.62%	430.28K	8.24M	5.06K	+1.19%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.58%	401.7K	7.69M	-6.45K	-1.58%
Sep 30, 2025	ROGCO, LP	0.55%	383.7K	7.34M	3.02K	+0.79%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.43%	299.18K	5.73M	140.5K	+88.54%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.41%	287.79K	5.51M	-17.44K	-5.71%
Sep 30, 2025	PSI ADVISORS, LLC	0.41%	285.92K	5.47M	285.92K	+100.00%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.39%	271.29K	5.19M	-12.74K	-4.49%
Sep 30, 2025	AXS INVESTMENTS LLC	0.28%	192.57K	3.69M	-35.21K	-15.46%
Sep 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.2%	136.57K	2.61M	6.13K	+4.70%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	15.47%	10.75M	205.7M	524.87K	+5.13%
Sep 30, 2025	UBS GROUP AG	10.2%	7.08M	135.59M	162.01K	+2.34%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.17%	3.59M	68.76M	342.53K	+10.54%
Sep 30, 2025	LPL FINANCIAL LLC	3.92%	2.72M	52.1M	-69.61K	-2.49%
Sep 30, 2025	IFC ADVISORS LLC	3.78%	2.62M	50.2M	-196.18K	-6.96%
Sep 30, 2025	PERMANENS CAPITAL L.P.	2.11%	1.47M	28.11M	-52.22K	-3.43%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.74%	1.21M	23.1M	-4.46K	-0.37%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.55%	1.08M	20.66M	1.08M	+100.00%
Sep 30, 2025	BENJAMIN EDWARDS INC	1.02%	708.72K	13.56M	15.65K	+2.26%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.97%	672.8K	12.88M	243.44K	+56.70%
Sep 30, 2025	BENSLER, LLC	0.93%	642.77K	12.3M	60.69K	+10.43%
Sep 30, 2025	L2 ASSET MANAGEMENT, LLC	0.38%	261.44K	5M	261.44K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.37%	254.63K	4.87M	18.69K	+7.92%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.35%	246.1K	4.71M	246.1K	+100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.35%	245.87K	4.71M	-46.55K	-15.92%
Sep 30, 2025	COLONY GROUP, LLC	0.35%	244.56K	4.68M	1.64K	+0.68%
Sep 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.35%	240.64K	4.6M	16.37K	+7.30%
Sep 30, 2025	CREATIVE PLANNING	0.2%	140.58K	2.69M	2.19K	+1.58%
Sep 30, 2025	MAINSTREET INVESTMENT ADVISORS LLC	0.2%	136.49K	2.61M	5.45K	+4.16%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.2%	136.14K	2.61M	-648	-0.47%
Sep 30, 2025	LEGACY BRIDGE, LLC	0.19%	129.35K	2.48M	-1.02K	-0.78%
Sep 30, 2025	FIDUCIARY ALLIANCE LLC	0.17%	118.29K	2.26M	15.2K	+14.74%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	104.58K	2M	9.84K	+10.39%
Sep 30, 2025	INVESTMENT PARTNERS, LTD.	0.14%	99.54K	1.91M	0	0
Sep 30, 2025	COMERICA BANK	0.14%	95.32K	1.82M	6.06K	+6.79%
Sep 30, 2025	DEARBORN PARTNERS LLC	0.13%	90.03K	1.72M	5.75K	+6.82%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.12%	86.42K	1.65M	571	+0.67%
Sep 30, 2025	IBEX WEALTH ADVISORS	0.14%	94.26K	1.8M	-1.36K	-1.42%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.18%	117.39K	2.23M	-720	-0.61%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.36%	235.94K	4.48M	74.15K	+45.83%
Jun 30, 2025	AXS INVESTMENTS LLC	0.35%	227.78K	4.32M	-65.02K	-22.21%
Jun 30, 2025	GSB WEALTH MANAGEMENT, LLC	0.34%	224.28K	4.25M	31.11K	+16.10%
Jun 30, 2025	KWB WEALTH	0.32%	209.39K	3.92M	209.39K	+100.00%
Jun 30, 2025	IBEX WEALTH ADVISORS	0.14%	95.62K	1.81M	2.16K	+2.31%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	94.73K	1.8M	-1.98K	-2.05%
Jun 30, 2025	DEARBORN PARTNERS LLC	0.13%	84.28K	1.6M	-19.86K	-19.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	78.54K	1.49M	3.59K	+4.79%
Jun 30, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.12%	78.62K	1.49M	-78	-0.10%
Jun 30, 2025	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	0.8%	525.95K	9.98M	44.28K	+9.19%
Jun 30, 2025	IFC ADVISORS LLC	4.27%	2.82M	53.48M	41.41K	+1.49%
Jun 30, 2025	FLAGSTAR ADVISORS INC.	0.12%	78.58K	1.49M	914	+1.18%
Jun 30, 2025	CERITY PARTNERS LLC	0.12%	78.35K	1.49M	-33.08K	-29.69%
Jun 30, 2025	MORGAN STANLEY	9.33%	6.16M	116.8B	46.8K	+0.77%
Jun 30, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.16%	102.65K	1.95M	-8.74K	-7.84%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.16%	102.83K	1.95M	38.02K	+58.66%
Jun 30, 2025	FIDUCIARY ALLIANCE LLC	0.16%	103.1K	1.96M	16.13K	+18.55%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	117.38K	2.23M	6.44K	+5.80%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.21%	136.79K	2.59M	1.13K	+0.83%
Jun 30, 2025	CREATIVE PLANNING	0.21%	138.39K	2.63M	138.39K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.24%	158.68K	3.01M	6.95K	+4.58%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	181.79K	3.45M	-31.04K	-14.59%
Jun 30, 2025	COLONY GROUP, LLC	0.37%	242.92K	4.61M	242.92K	+100.00%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.2%	129.19K	2.45M	-3.89K	-2.92%
Jun 30, 2025	JPMORGAN CHASE & CO	0.12%	77.3K	1.47M	74.83K	+3,031.89%
Jun 30, 2025	LEGACY BRIDGE, LLC	0.2%	130.36K	2.47M	-6.11K	-4.47%
Jun 30, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.2%	130.44K	2.47M	16.76K	+14.75%
Jun 30, 2025	MAINSTREET INVESTMENT ADVISORS LLC	0.2%	131.04K	2.49M	-896	-0.68%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.44%	292.42K	5.55M	-1.43K	-0.49%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	305.24K	5.79M	5.61K	+1.87%
Jun 30, 2025		0.8%	525.95K	9.98M	44.28K	+9.19%
Jun 30, 2025	UBS GROUP AG	10.49%	6.92M	131.31M	-124.2K	-1.76%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.13%	85.85K	1.63M	-17.09K	-16.60%
Jun 30, 2025	COMERICA BANK	0.14%	89.26K	1.69M	4.39K	+5.18%
Jun 30, 2025	ROGCO, LP	0.58%	380.68K	7.22M	5.37K	+1.43%
Jun 30, 2025	BENJAMIN EDWARDS INC	1.05%	693.07K	13.15M	-94.74K	-12.03%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.84%	1.21M	22.95M	-19.5K	-1.58%
Jun 30, 2025	PERMANENS CAPITAL L.P.	2.3%	1.52M	28.85M	139.8K	+10.12%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.43%	284.03K	5.38M	53.85K	+23.39%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.61%	403.48K	7.65M	150.84K	+59.71%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.62%	408.15K	7.74M	-196.62K	-32.51%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	0.64%	425.22K	8.07M	22.59K	+5.61%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.65%	429.36K	8.14M	208.49K	+94.40%
Jun 30, 2025	MARINER, LLC	0.76%	504.76K	9.58M	121.74K	+31.78%
Jun 30, 2025	BENSLER, LLC	0.88%	582.08K	11.04M	60.85K	+11.67%
Jun 30, 2025	LPL FINANCIAL LLC	4.23%	2.79M	52.95M	682.23K	+32.34%
Jun 30, 2025	ROYAL BANK OF CANADA	4.66%	3.07M	58.3M	-21.91K	-0.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.92%	3.25M	61.65M	114.66K	+3.66%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	15.49%	10.22M	193.91M	992.7K	+10.76%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.32%	1.53M	29.07M	-331.35K	-17.78%
Jun 30, 2025	INVESTMENT PARTNERS, LTD.	0.15%	99.54K	1.89M	-27.37K	-21.56%
Mar 31, 2025	INVESTMENT PARTNERS, LTD.	0.21%	126.91K	2.37M	-10.22K	-7.45%
Mar 31, 2025	MAINSTREET INVESTMENT ADVISORS LLC	0.21%	131.94K	2.47M	-10.81K	-7.57%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.22%	135.66K	2.54M	8.25K	+6.48%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.25%	151.74K	2.84M	12.66K	+9.10%
Mar 31, 2025	LIFEWORKS ADVISORS, LLC	0.12%	76.42K	1.43M	76.42K	+100.00%
Mar 31, 2025	FLAGSTAR ADVISORS INC.	0.13%	77.66K	1.45M	6.01K	+8.39%
Mar 31, 2025	FIDUCIARY ALLIANCE LLC	0.14%	86.96K	1.63M	1.12K	+1.30%
Mar 31, 2025	LPL FINANCIAL LLC	3.42%	2.11M	39.44M	312.14K	+17.37%
Mar 31, 2025	MEADOW CREEK WEALTH ADVISORS LLC	0.18%	113.67K	2.13M	7.76K	+7.32%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.36%	220.87K	4.11M	1.79K	+0.82%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.37%	230.18K	4.3M	34.14K	+17.42%
Mar 31, 2025	AXS INVESTMENTS LLC	0.47%	292.8K	5.48M	292.8K	+100.00%
Mar 31, 2025	MARINER, LLC	0.62%	383.02K	7.16M	27.56K	+7.75%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	0.65%	402.63K	7.53M	45.9K	+12.87%
Mar 31, 2025		0.78%	481.67K	8.92M	33.35K	+7.44%
Mar 31, 2025	BENSLER, LLC	0.85%	521.23K	9.75M	84.9K	+19.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.08%	3.14M	58.63M	85.62K	+2.81%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.22%	133.07K	2.49M	-7.82K	-5.55%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	114.09K	2.13M	65.82K	+136.38%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.19%	118.11K	2.21M	-176.35K	-59.89%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	161.8K	3.03M	107.13K	+195.96%
Mar 31, 2025	GSB WEALTH MANAGEMENT, LLC	0.31%	193.17K	3.61M	127.37K	+193.59%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	212.83K	3.98M	-135.08K	-38.83%
Mar 31, 2025	IBEX WEALTH ADVISORS	0.15%	93.46K	1.75M	-6.67K	-6.66%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	96.72K	1.81M	3.57K	+3.83%
Mar 31, 2025	DEARBORN PARTNERS LLC	0.17%	104.15K	1.95M	-4.01K	-3.71%
Mar 31, 2025	WILLIS JOHNSON & ASSOCIATES, INC.	0.18%	111.38K	2.08M	-4.61K	-3.98%
Mar 31, 2025	LEGACY BRIDGE, LLC	0.22%	136.47K	2.55M	3.69K	+2.78%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.48%	293.85K	5.5M	-7.19K	-2.39%
Mar 31, 2025	ROGCO, LP	0.61%	375.32K	7.02M	23.63K	+6.72%
Mar 31, 2025	UBS GROUP AG	11.43%	7.05M	131.76M	395.46K	+5.95%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	102.93K	1.92M	5.08K	+5.19%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	110.94K	2.07M	15.52K	+16.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	299.62K	5.6M	-3.7K	-1.22%
Mar 31, 2025	GILLILAND JETER WEALTH MANAGEMENT LLC	0.13%	78.69K	1.47M	-439	-0.55%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	74.95K	1.4M	12.36K	+19.75%
Mar 31, 2025	COMERICA BANK	0.14%	84.86K	1.59M	9.5K	+12.61%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	14.97%	9.23M	172.59M	328.88K	+3.70%
Mar 31, 2025	CERITY PARTNERS LLC	0.18%	111.42K	2.08M	2.5K	+2.30%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.98%	604.77K	11.31M	9.84K	+1.65%
Mar 31, 2025	BENJAMIN EDWARDS INC	1.28%	787.81K	14.73M	21.23K	+2.77%
Mar 31, 2025	MORGAN STANLEY	9.91%	6.11M	114.26M	23.78K	+0.39%
Mar 31, 2025	PSI ADVISORS, LLC	0.41%	254.23K	4.75M	36.79K	+16.92%
Mar 31, 2025	PERMANENS CAPITAL L.P.	2.24%	1.38M	25.82M	1.38M	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.02%	1.86M	34.86M	103.88K	+5.90%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.41%	252.64K	4.72M	33.87K	+15.48%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2%	1.23M	23.06M	60.82K	+5.19%
Mar 31, 2025	ROYAL BANK OF CANADA	5.02%	3.09M	57.88M	160.75K	+5.48%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.11%	70.73K	1.32M	15.63K	+28.35%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.68%	318.98K	5.79M	-44.25K	-12.18%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	36K	653.44K	3.81K	+11.82%
Mar 31, 2024	LAIDLAW WEALTH MANAGEMENT LLC	0.08%	36.46K	661.82K	6.5K	+21.69%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.08%	39.67K	719.94K	0	0
Mar 31, 2024	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	42.48K	770.97K	592	+1.41%
Mar 31, 2024	SAGE RHINO CAPITAL LLC	0.1%	46.97K	852.46K	2.37K	+5.32%
Mar 31, 2024	ARGENT TRUST CO	0.11%	51.12K	927.74K	3.31K	+6.92%
Mar 31, 2024	ACTIVEST WEALTH MANAGEMENT	0.12%	55.03K	998.75K	-66.73K	-54.80%
Mar 31, 2024	DELTA INVESTMENT MANAGEMENT, LLC	0.13%	59.57K	1.08M	-1.84K	-3.00%
Mar 31, 2024	UMB BANK, N.A.	0.14%	63.94K	1.16M	-8.04K	-11.17%
Mar 31, 2024	COMERICA BANK	0.14%	66.96K	1.22M	34.92K	+108.99%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.17%	81.3K	1.48M	-7.42K	-8.36%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.17%	83.44K	1.65M	5.81K	+7.48%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.18%	82.41K	1.5M	-3.51K	-4.09%
Mar 31, 2024	BENJAMIN EDWARDS INC	0.18%	84.89K	1.54M	-1.9K	-2.19%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	89.79K	1.63M	-8.56K	-8.70%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.2%	91.24K	1.66M	12.27K	+15.53%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0.22%	103.04K	1.87M	-78.09K	-43.11%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.23%	106.06K	1.92M	29.71K	+38.92%
Mar 31, 2024	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.23%	106.45K	1.93M	11.18K	+11.74%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.25%	115.72K	2.1M	13.53K	+13.24%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.25%	118.63K	2.15M	-21.1K	-15.10%
Mar 31, 2024	CERITY PARTNERS LLC	0.28%	129.39K	2.35M	-35.81K	-21.68%
Mar 31, 2024	INVESTMENT PARTNERS, LTD.	0.28%	131.26K	2.38M	3.79K	+2.98%
Mar 31, 2024	MEADOW CREEK WEALTH ADVISORS LLC	0.3%	139.22K	2.53M	-290	-0.21%
Mar 31, 2024	WILLIS JOHNSON & ASSOCIATES, INC.	0.31%	146.67K	2.66M	-3.9K	-2.59%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.36%	169.58K	3.08M	-59.66K	-26.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.05%	501.07K	9.09M	47.98K	+10.59%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	1.16%	541.22K	9.82M	-6.83K	-1.25%
Mar 31, 2024	LPL FINANCIAL LLC	2.05%	980.96K	17.8M	141.11K	+16.80%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.53%	1.18M	21.47M	275.04K	+30.29%
Mar 31, 2024	PALLAS CAPITAL ADVISORS LLC	2.93%	1.37M	24.88M	150.35K	+12.32%
Mar 31, 2024	ROYAL BANK OF CANADA	2.96%	1.42M	25.73M	2.87K	+0.20%
Mar 31, 2024	MORGAN STANLEY	8.91%	4.26M	77.34M	651.35K	+18.04%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	9.77%	4.68M	84.87M	212.99K	+4.77%
Mar 31, 2024	UBS GROUP AG	13.22%	6.33M	114.82M	-530.94K	-7.74%
Mar 31, 2024	PSI ADVISORS, LLC	0.36%	170.41K	3.09M	21.78K	+14.65%
Mar 31, 2024	MAINSTREET INVESTMENT ADVISORS LLC	0.37%	173.51K	3.15M	0	0
Mar 31, 2024	MARINER, LLC	0.46%	213.75K	3.88M	21.1K	+10.95%
Mar 31, 2024	BERGER FINANCIAL GROUP, INC	0.58%	273.14K	4.96M	-1.11M	-80.31%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.6%	288.35K	5.23M	-91.31K	-24.05%
Mar 31, 2024	ROGCO, LP	0.62%	290.91K	5.28M	5.02K	+1.76%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.64%	297.84K	5.41M	157.02K	+111.50%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.7%	327.4K	5.94M	327.4K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.8%	375.93K	6.82M	59.73K	+18.89%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	1.36%	633.35K	11.5M	54.27K	+9.37%
Mar 31, 2024	CORNERSTONE WEALTH GROUP, LLC	1.49%	694.9K	12.61M	23.08K	+3.44%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.91%	912.46K	16.56M	131.85K	+16.89%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.05%	25.44K	461.79K	3.3K	+14.89%
Mar 31, 2024	MECHANICS FINANCIAL CORP	0.05%	25.59K	464.42K	1.25K	+5.13%
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.06%	27.1K	491.79K	-3.16K	-10.44%
Mar 31, 2024	FLAGSTAR ADVISORS INC.	0.06%	29.44K	534.37K	7.83K	+36.23%
Mar 31, 2024	PITCAIRN CO	0.07%	32.39K	587.81K	0	0
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	33.53K	608.52K	12.04K	+56.05%
Mar 31, 2024	PINNACLE FINANCIAL PARTNERS INC	0.07%	34.94K	634.07K	-3.82K	-9.85%
Mar 31, 2024	FIRST CITIZENS FINANCIAL CORP	0.12%	56.58K	1.03M	7.07K	+14.27%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	14.58%	6.98M	126.62M	1.04M	+17.56%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.39%	181.12K	3.17M	137.29K	+313.20%
Dec 31, 2023	MAINSTREET INVESTMENT ADVISORS LLC	0.37%	173.51K	3.04M	86.52K	+99.46%
Dec 31, 2023	CERITY PARTNERS LLC	0.35%	165.19K	2.89M	-51.62K	-23.81%
Dec 31, 2023	WILLIS JOHNSON & ASSOCIATES, INC.	0.32%	150.57K	2.64M	-6.55K	-4.17%
Dec 31, 2023	PSI ADVISORS, LLC	0.32%	148.63K	2.6M	14.84K	+11.09%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.3%	140.82K	2.47M	1.41K	+1.01%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.3%	139.73K	2.45M	5.09K	+3.78%
Dec 31, 2023	MEADOW CREEK WEALTH ADVISORS LLC	0.3%	139.51K	2.44M	139.51K	+100.00%
Dec 31, 2023	INVESTMENT PARTNERS, LTD.	0.27%	127.47K	2.23M	0	0
Dec 31, 2023	ACTIVEST WEALTH MANAGEMENT	0.26%	121.75K	2.13M	30.35K	+33.20%
Dec 31, 2023	NOTTINGHAM ADVISORS, INC.	0.26%	121.57K	2.13M	-8.49K	-6.53%
Dec 31, 2023	COMMUNITY BANK, N.A.	0.25%	118K	2.07M	0	0
Dec 31, 2023	DEARBORN PARTNERS LLC	0.22%	102.2K	1.79M	-1.09K	-1.06%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	98.35K	1.72M	3.01K	+3.16%
Dec 31, 2023	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0.2%	95.27K	1.67M	95.27K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	9.54%	4.46M	78.15M	865.31K	+24.05%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	12.69%	5.93M	103.9M	406.13K	+7.35%
Dec 31, 2023	UBS GROUP AG	14.66%	6.86M	120.07M	1.13M	+19.65%
Dec 31, 2023	PINNACLE FINANCIAL PARTNERS INC	0.08%	38.75K	678.55K	3.44K	+9.73%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.08%	39.67K	694.55K	39.67K	+100.00%
Dec 31, 2023	BENJAMIN EDWARDS INC	0.19%	86.79K	1.52M	-1.77K	-2.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	88.72K	1.55M	-3.81K	-4.12%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.17%	78.97K	1.39M	-24.42K	-23.62%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.17%	77.63K	1.36M	32.93K	+73.66%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.16%	76.35K	1.34M	12.15K	+18.92%
Dec 31, 2023	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	0.16%	72.8K	1.27M	46.63K	+178.19%
Dec 31, 2023	UMB BANK, N.A.	0.15%	71.99K	1.26M	-6.34K	-8.09%
Dec 31, 2023	DELTA INVESTMENT MANAGEMENT, LLC	0.13%	61.41K	1.08M	848	+1.40%
Dec 31, 2023	FIRST CITIZENS FINANCIAL CORP	0.11%	49.51K	866.9K	11.57K	+30.50%
Dec 31, 2023	ARGENT TRUST CO	0.1%	47.81K	837.09K	-5.21K	-9.83%
Dec 31, 2023	SAGE RHINO CAPITAL LLC	0.1%	44.6K	780.88K	-944	-2.07%
Dec 31, 2023	MORGAN STANLEY	7.72%	3.61M	63.21M	600.58K	+19.96%
Dec 31, 2023	FOURTHOUGHT FINANCIAL PARTNERS, LLC	0.09%	41.89K	733.43K	353	+0.85%
Dec 31, 2023	BERGER FINANCIAL GROUP, INC	2.97%	1.39M	24.29M	1.39M	+100.00%
Dec 31, 2023	PALLAS CAPITAL ADVISORS LLC	2.61%	1.22M	21.37M	200.54K	+19.66%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.94%	907.9K	15.9M	144.98K	+19.00%
Dec 31, 2023	LPL FINANCIAL LLC	1.8%	839.85K	14.71M	99.48K	+13.44%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.67%	780.62K	13.67M	468.48K	+150.09%
Dec 31, 2023	CORNERSTONE WEALTH GROUP, LLC	1.44%	671.82K	11.76M	671.82K	+100.00%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	1.24%	579.08K	10.14M	579.08K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	3.03%	1.41M	24.77M	258.52K	+22.36%
Dec 31, 2023		0.18%	85.92K	1.5M	85.92K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.97%	453.09K	7.93M	-58.09K	-11.36%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.81%	379.66K	6.65M	123.09K	+47.97%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.78%	363.23K	6.36M	-372.69K	-50.64%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.49%	229.24K	4.01M	22.73K	+11.01%
Dec 31, 2023	MARINER, LLC	0.41%	192.65K	3.37M	18.38K	+10.55%

PREF Stock Ownership Breakdown

Principal Spectrum Preferred Securities Active ETF

Stock Outstanding Shares

Institutional Ownership

Frequently Asked Questions